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 |
|---|---|---|---|---|---|
| National Philanthropic Trust | 578 | $394.7K | 0.00% | +118+25.7% | Added |
| Salem Investment Counselors Inc | 579 | $395.4K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 580 | $396.1K | 0.01% | −3−0.5% | Reduced |
| Berkshire Bank | 581 | $396.8K | 0.09% | −17−2.8% | Reduced |
| Gilbert & Cook, Inc. | 582 | $397.5K | 0.05% | −1−0.2% | Reduced |
| Main Street Financial Solutions, LLC | 584 | $399.0K | 0.03% | +329+129.0% | Added |
| LifeWealth Investments, LLC | 586 | $400.2K | 0.06% | −3−0.5% | Reduced |
| Cedar Mountain Advisors, LLC | 586 | $400.3K | 0.08% | +5+0.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 589 | $402.2K | 0.01% | −1,769−75.0% | Reduced |
| Cambria Investment Management, L.P. | 589 | $402.2K | 0.02% | +589 | New |
| Country Club Bank | 580 | $402.9K | 0.02% | −7−1.2% | Reduced |
| Pacific Wealth Management | 592 | $404.3K | 0.20% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 592 | $404.3K | 0.11% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 591 | $404.4K | 0.24% | +8+1.4% | Added |
| Camden National Bank | 593 | $405.0K | 0.06% | −50−7.8% | Reduced |
| Proffitt & Goodson Inc | 594 | $405.6K | 0.06% | +14+2.4% | Added |
| True North Advisors, LLC | 597 | $407.7K | 0.06% | +105+21.3% | Added |
| East Coast Asset Management, LLC. | 600 | $409.7K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $409.7K | 0.28% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $409.7K | 0.02% | +1+0.2% | Added |
| Credit Capital Investments LLC | 600 | $409.7K | 0.46% | +600 | New |
| Select Asset Management & Trust | 600 | $410.0K | 0.13% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 601 | $410.5K | 0.21% | −41−6.4% | Reduced |
| Lifeworks Advisors, LLC | 602 | $411.0K | 0.06% | +602 | New |
| Columbia Asset Management | 602 | $411.1K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 603 | $412.0K | 0.06% | −324−35.0% | Reduced |
| Bragg Financial Advisors, Inc | 604 | $412.5K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 604 | $412.5K | 0.07% | +314+108.3% | Added |
| NTV Asset Management LLC | 606 | $413.8K | 0.05% | +2+0.3% | Added |
| Cinctive Capital Management LP | 609 | $415.9K | 0.02% | +609 | New |
| Jackson Thornton Asset Management, LLC | 633 | $416.4K | 0.04% | +356+128.5% | Added |
| James Hambro & Partners | 610 | $416.5K | 0.01% | 00.0% | Unchanged |
| TFB Advisors LLC | 638 | $419.3K | 0.12% | −218−25.5% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $419.3K | 0.27% | 00.0% | Unchanged |
| Jacobsen Capital Management | 614 | $419.3K | 0.14% | +1+0.2% | Added |
| Rossby Financial, LCC | 619 | $420.6K | 0.14% | −143−18.8% | Reduced |
| Security Financial Services, INC. | 616 | $420.7K | 0.07% | −21−3.3% | Reduced |
| Bigelow Investment Advisors, LLC | 618 | $422.0K | 0.17% | −32−4.9% | Reduced |
| Cercano Management LLC | 619 | $422.7K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 619 | $422.7K | 0.06% | +619 | New |
| Ambassador Advisors, LLC | 620 | $423.4K | 0.06% | −83−11.8% | Reduced |
| Elyxium Wealth, LLC | 621 | $424.1K | 0.15% | +10+1.6% | Added |
| Valtinson Bruner Financial Planning LLC | 623 | $425.3K | 0.13% | +1+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 623 | $425.9K | 0.01% | +98+18.7% | Added |
| OneAscent Investment Solutions LLC | 625 | $426.8K | 0.45% | +202+47.8% | Added |
| Invesco, LLC | 627 | $428.3K | 0.14% | 00.0% | Unchanged |
| Riverwater Partners LLC | 628 | $428.9K | 0.18% | −12−1.9% | Reduced |
| WP Advisors, LLC | 632 | $431.9K | 0.11% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 633 | $432.3K | 0.05% | +633 | New |
| Capital Advisors, Ltd. LLC | 635 | $434.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 637 | $435.0K | 0.06% | +1+0.2% | Added |
| St. Louis Trust Co | 640 | $437.1K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $437.1K | 0.32% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 640 | $437.1K | 0.02% | −135−17.4% | Reduced |
| Oliver Luxxe Assets LLC | 641 | $437.7K | 0.07% | +46+7.7% | Added |
| Thomasville National Bank | 646 | $441.2K | 0.03% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 647 | $442.0K | 0.28% | −2−0.3% | Reduced |
| Monetary Management Group Inc | 650 | $443.9K | 0.10% | +650 | New |
| Kathmere Capital Management, LLC | 650 | $443.9K | 0.03% | −238−26.8% | Reduced |
| Clark Financial Services Group Inc | 650 | $443.9K | 0.24% | +100+18.2% | Added |
| Newman Dignan & Sheerar, Inc. | 650 | $444.0K | 0.10% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 690 | $446.4K | 0.30% | −1−0.1% | Reduced |
| Oakworth Capital, Inc. | 654 | $446.6K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 659 | $450.0K | 0.08% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 660 | $450.7K | 0.09% | +660 | New |
| Accurate Wealth Management, LLC | 689 | $452.3K | 0.06% | −596−46.4% | Reduced |
| Tidemark, LLC | 664 | $453.5K | 0.13% | 00.0% | Unchanged |
| Crews Bank & Trust | 665 | $454.1K | 0.07% | 00.0% | Unchanged |
| Saranac Partners Ltd | 665 | $454.1K | 0.08% | +125+23.1% | Added |
| United Community Bank | 666 | $454.8K | 0.14% | +53+8.6% | Added |
| Bourgeon Capital Management LLC | 666 | $454.8K | 0.08% | −60−8.3% | Reduced |
| Lebenthal Global Advisors, LLC | 666 | $454.9K | 0.08% | +243+57.4% | Added |
| Woodstock Corp | 667 | $455.5K | 0.04% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 669 | $456.6K | 0.31% | −2−0.3% | Reduced |
| Westfuller Advisors, LLC | 671 | $458.0K | 0.21% | +332+97.9% | Added |
| Three Bridge Wealth Advisors, LLC | 671 | $458.2K | 0.12% | −83−11.0% | Reduced |
| Simon Quick Advisors, LLC | 671 | $458.2K | 0.02% | +145+27.6% | Added |
| Planned Solutions, Inc. | 672 | $458.9K | 0.16% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 673 | $459.6K | 0.10% | −9−1.3% | Reduced |
| Fullcircle Wealth LLC | 696 | $459.7K | 0.16% | +88+14.5% | Added |
| HBW Advisory Services LLC | 679 | $463.5K | 0.05% | −17−2.4% | Reduced |
| Ashton Thomas Securities, LLC | 679 | $463.7K | 0.06% | +68+11.1% | Added |
| One Capital Management, LLC | 681 | $465.1K | 0.01% | +18+2.7% | Added |
| Archetype Wealth Partners | 682 | $466.0K | 0.06% | +281+70.1% | Added |
| Prairie Wealth Advisors, Inc. | 685 | $467.8K | 0.19% | −7−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 685 | $467.8K | 0.05% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $467.8K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $468.0K | 0.31% | −190−21.1% | Reduced |
| Verity & Verity, LLC | 687 | $469.2K | 0.04% | +3+0.4% | Added |
| Canandaigua National Bank & Trust Co | 687 | $469.2K | 0.04% | +687 | New |
| Cynosure Management, LLC | 688 | $469.8K | 0.05% | −4−0.6% | Reduced |
| Traveka Wealth, LLC | 690 | $471.2K | 0.21% | −4−0.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 690 | $471.2K | 0.24% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 690 | $471.2K | 0.22% | +61+9.7% | Added |
| Ewa, LLC | 695 | $474.6K | 0.13% | −13−1.8% | Reduced |
| Ramiah Investment Group | 695 | $474.6K | 0.42% | −110−13.7% | Reduced |
| Foundations Investment Advisors, LLC | 698 | $476.9K | 0.01% | +4+0.6% | Added |
| Truepoint, Inc. | 699 | $477.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 700 | $478.0K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $478.0K | 0.23% | 00.0% | Unchanged |