Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q3 2025
Institutional positions in Intuit Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,199
- +23 vs. Q2 2025
- Shares held
- 235.1M
- +567.6K (+0.2%) vs. Q2 2025
- Total value
- $160.5B
- −$24.1B (−13.1%) vs. Q2 2025
- New holders
- 215
- 938 more added
- Sold out
- 192
- 722 more reduced
37 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 462 | $315.5K | 0.09% | −8−1.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 463 | $316.2K | 0.02% | −150−24.5% | Reduced |
| Vigilare Wealth Management | 463 | $316.2K | 0.11% | −153−24.8% | Reduced |
| Brown Miller Wealth Management, LLC | 464 | $316.9K | 0.09% | +46+11.0% | Added |
| Gallacher Capital Management LLC | 465 | $317.9K | 0.13% | +30+6.9% | Added |
| LifeSteps Financial, Inc. | 467 | $318.9K | 0.20% | +13+2.9% | Added |
| Optimize Financial Inc | 469 | $320.3K | 0.17% | +116+32.9% | Added |
| Purkiss Capital Advisors LLC | 472 | $322.3K | 0.15% | +21+4.7% | Added |
| Essex Savings Bank | 473 | $323.0K | 0.07% | −3−0.6% | Reduced |
| Geneos Wealth Management Inc. | 475 | $324.3K | 0.01% | −1,077−69.4% | Reduced |
| Marietta Investment Partners LLC | 476 | $325.1K | 0.06% | −3−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 476 | $325.1K | 0.07% | +154+47.8% | Added |
| New Republic Capital, LLC | 478 | $326.7K | 0.10% | −26−5.2% | Reduced |
| Truvestments Capital LLC | 479 | $326.8K | 0.06% | −32−6.3% | Reduced |
| Twinbeech Capital LP | 481 | $328.5K | 0.01% | −48,468−99.0% | Reduced |
| Postrock Partners LLC | 481 | $328.5K | 0.15% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 485 | $331.2K | 0.02% | +485 | New |
| Blue Sky Capital Consultants Group, Inc. | 487 | $332.6K | 0.15% | −2−0.4% | Reduced |
| Tanager Wealth Management LLP | 488 | $333.3K | 0.03% | +23+4.9% | Added |
| Studio Investment Management LLC | 489 | $333.9K | 0.06% | −9−1.8% | Reduced |
| Nwam LLC | 502 | $335.2K | 0.02% | +189+60.4% | Added |
| McAdam, LLC | 492 | $336.0K | 0.02% | +147+42.6% | Added |
| Rosenberg Matthew Hamilton | 494 | $337.4K | 0.07% | +14+2.9% | Added |
| Shepherd Financial Partners LLC | 496 | $338.6K | 0.03% | +12+2.5% | Added |
| Sandhill Capital Partners LLC | 497 | $339.4K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 497 | $339.4K | 0.25% | +94+23.3% | Added |
| Channel Wealth LLC | 498 | $340.1K | 0.09% | +13+2.7% | Added |
| Clarendon Private LLC | 499 | $340.9K | 0.31% | +499 | New |
| K.J. Harrison & Partners Inc | 500 | $340.9K | 0.05% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 500 | $341.5K | 0.07% | −17,594−97.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 500 | $341.5K | 0.05% | +500 | New |
| McLean Asset Management Corp | 511 | $342.5K | 0.07% | −11−2.1% | Reduced |
| Planning Alternatives Ltd | 504 | $344.5K | 0.04% | +80+18.9% | Added |
| Strategic Blueprint, LLC | 505 | $344.6K | 0.02% | −32−6.0% | Reduced |
| Invenio Wealth Partners LLC | 505 | $344.9K | 0.13% | −11−2.1% | Reduced |
| Polymer Capital Management (US) LLC | 505 | $344.9K | 0.05% | +505 | New |
| Daymark Wealth Partners, LLC | 505 | $344.9K | 0.01% | +505 | New |
| Principal Street Partners, LLC | 506 | $345.6K | 0.06% | −506−50.0% | Reduced |
| Sunflower Bank, N.A. | 507 | $346.2K | 0.08% | −19−3.6% | Reduced |
| Elgethun Capital Management | 506 | $346.3K | 0.06% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 509 | $347.6K | 0.10% | +17+3.5% | Added |
| Lionshead Wealth Management, LLC | 510 | $348.3K | 0.28% | +11+2.2% | Added |
| MN Wealth Advisors, LLC | 510 | $348.6K | 0.19% | +22+4.5% | Added |
| GenTrust, LLC | 511 | $348.8K | 0.02% | +86+20.2% | Added |
| New Millennium Group LLC | 512 | $349.5K | 0.16% | −51−9.1% | Reduced |
| Hudson Bay Capital Management LP | 512 | $349.6K | 0.00% | +512 | New |
| RWM Asset Management, LLC | 513 | $350.3K | 0.04% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 514 | $350.8K | 0.09% | +7+1.4% | Added |
| Prelude Capital Management, LLC | 514 | $351.0K | 0.03% | −761−59.7% | Reduced |
| TLW Wealth Management, LLC | 515 | $351.7K | 0.20% | −459−47.1% | Reduced |
| Chilton Capital Management LLC | 515 | $351.7K | 0.01% | −330−39.1% | Reduced |
| Kuhn & Co Investment Counsel | 516 | $352.4K | 0.28% | −4−0.8% | Reduced |
| Proficio Capital Partners LLC | 519 | $354.4K | 0.02% | −1,273−71.0% | Reduced |
| VisionPoint Advisory Group, LLC | 519 | $354.4K | 0.07% | +153+41.8% | Added |
| BlackDiamond Wealth Management Inc. | 520 | $355.1K | 0.19% | −54−9.4% | Reduced |
| Endowment Wealth Management, Inc. | 523 | $357.1K | 0.16% | +1+0.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 523 | $357.2K | 0.20% | −440−45.7% | Reduced |
| Powell Investment Advisors, LLC | 523 | $357.2K | 0.12% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 526 | $359.2K | 0.05% | +40+8.2% | Added |
| SMART Wealth LLC | 528 | $360.7K | 0.14% | −165−23.8% | Reduced |
| Resources Management Corp | 530 | $362.0K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 530 | $362.2K | 0.01% | −46−8.0% | Reduced |
| Avidian Wealth Solutions, LLC | 531 | $362.3K | 0.01% | +47+9.7% | Added |
| Wealth Management Partners, LLC | 531 | $362.6K | 0.12% | −10−1.8% | Reduced |
| Kera Capital Partners, Inc. | 531 | $362.6K | 0.05% | −142−21.1% | Reduced |
| Wolff Wiese Magana LLC | 533 | $364.0K | 0.21% | +12+2.3% | Added |
| Western Wealth Management, LLC | 534 | $364.7K | 0.02% | +15+2.9% | Added |
| Tranquility Partners, LLC | 537 | $366.7K | 0.12% | −5−0.9% | Reduced |
| MFA Wealth Services | 538 | $367.7K | 0.25% | +9+1.7% | Added |
| a16z Perennial Management, L.P. | 541 | $369.5K | 0.03% | +541 | New |
| Integrity Alliance, LLC. | 541 | $369.5K | 0.02% | +96+21.6% | Added |
| Schnieders Capital Management, LLC. | 542 | $370.1K | 0.07% | +542 | New |
| AGH Wealth Advisors, LLC | 542 | $370.1K | 0.27% | −59−9.8% | Reduced |
| Opal Wealth Advisors, LLC | 543 | $370.8K | 0.10% | +40+8.0% | Added |
| Kingswood Wealth Advisors, LLC | 543 | $370.9K | 0.02% | −12−2.2% | Reduced |
| D'Orazio & Associates, Inc. | 543 | $370.9K | 0.05% | +3+0.6% | Added |
| Simmons Bank | 545 | $372.2K | 0.02% | −59−9.8% | Reduced |
| Apeiron RIA LLC | 569 | $373.0K | 0.08% | −198−25.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 546 | $373.1K | 0.07% | 00.0% | Unchanged |
| Tufton Capital Management | 549 | $374.0K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 548 | $374.2K | 0.01% | −3−0.5% | Reduced |
| Lafayette Investments, Inc. | 549 | $374.9K | 0.07% | +48+9.6% | Added |
| Libra Wealth LLC | 552 | $377.0K | 0.11% | −21−3.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 553 | $377.5K | 0.03% | +525+1,875.0% | Added |
| Aviso Wealth Management | 553 | $377.7K | 0.16% | −8−1.4% | Reduced |
| Trust Co of Toledo NA | 556 | $379.7K | 0.04% | +92+19.8% | Added |
| Telos Capital Management, Inc. | 560 | $382.4K | 0.04% | −25−4.3% | Reduced |
| Corton Capital Inc. | 562 | $383.8K | 0.94% | +562 | New |
| Bryce Point Capital, LLC | 564 | $385.2K | 0.47% | −414−42.3% | Reduced |
| South State Corp. | 564 | $385.2K | 0.02% | −37−6.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 565 | $385.8K | 0.09% | +20+3.7% | Added |
| Bourne Lent Asset Management Inc | 566 | $386.5K | 0.14% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 569 | $388.6K | 0.02% | −104−15.5% | Reduced |
| Belpointe Asset Management LLC | 570 | $389.3K | 0.01% | −69−10.8% | Reduced |
| High Falls Advisors, Inc | 571 | $389.7K | 0.08% | +1+0.2% | Added |
| Wealth Management Associates, Inc. | 571 | $389.9K | 0.14% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 573 | $391.3K | 0.01% | −48−7.7% | Reduced |
| New England Research & Management, Inc. | 575 | $392.7K | 0.18% | −11−1.9% | Reduced |
| BIP Wealth, LLC | 577 | $394.0K | 0.02% | +206+55.5% | Added |
| Armis Advisers, LLC | 583 | $394.5K | 0.04% | +583 | New |