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 |
|---|---|---|---|---|---|
| EHP Funds Inc. | 700 | $478.0K | 0.63% | +200+40.0% | Added |
| MWA Asset Management | 700 | $478.0K | 0.26% | −230−24.7% | Reduced |
| Keebeck Wealth Management, LLC | 704 | $480.8K | 0.06% | +54+8.3% | Added |
| SageView Advisory Group, LLC | 705 | $481.5K | 0.02% | +126+21.8% | Added |
| Rothschild Investment LLC | 706 | $482.1K | 0.03% | +234+49.6% | Added |
| Legacy Bridge, LLC | 708 | $483.5K | 0.20% | +6+0.9% | Added |
| Bahl & Gaynor Inc | 711 | $485.5K | 0.00% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 712 | $486.2K | 0.13% | +104+17.1% | Added |
| Costello Asset Management, INC | 713 | $486.9K | 0.16% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 718 | $490.6K | 0.12% | −17−2.3% | Reduced |
| SeaCrest Wealth Management, LLC | 746 | $490.9K | 0.05% | +129+20.9% | Added |
| Retirement Guys Formula LLC | 721 | $492.4K | 0.17% | +721 | New |
| SFM, LLC | 724 | $494.2K | 0.29% | −7−1.0% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $495.1K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 725 | $495.1K | 0.10% | +24+3.4% | Added |
| Veracity Capital LLC | 726 | $496.1K | 0.16% | −11−1.5% | Reduced |
| One Wealth Capital Management, LLC | 727 | $496.5K | 0.22% | +727 | New |
| Diversified Enterprises, LLC | 728 | $497.2K | 0.03% | +79+12.2% | Added |
| Keystone Wealth Services, LLC | 729 | $497.8K | 0.11% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 729 | $497.9K | 0.10% | −13−1.8% | Reduced |
| GWN Securities Inc. | 729 | $499.5K | 0.12% | −41−5.3% | Reduced |
| Fishman Jay A Ltd | 732 | $499.9K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 732 | $499.9K | 0.41% | +1+0.1% | Added |
| 1776 Wealth LLC | 732 | $499.9K | 0.19% | +732 | New |
| Voya Financial Advisors, Inc. | 720 | $500.2K | 0.05% | −62−7.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 738 | $504.0K | 0.05% | −19−2.5% | Reduced |
| Winthrop Advisory Group LLC | 743 | $507.7K | 0.04% | +98+15.2% | Added |
| Crewe Advisors LLC | 745 | $508.8K | 0.05% | −9−1.2% | Reduced |
| Fiduciary Wealth Partners, LLC | 745 | $508.8K | 0.21% | −77−9.4% | Reduced |
| Orrstown Financial Services Inc | 746 | $509.5K | 0.09% | +171+29.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 747 | $510.1K | 0.02% | +23+3.2% | Added |
| Kames Capital plc | 748 | $510.6K | 0.01% | +748 | New |
| Canvas Wealth Advisors, LLC | 752 | $511.3K | 0.09% | +14+1.9% | Added |
| Gill Capital Partners, LLC | 750 | $512.2K | 0.16% | −3−0.4% | Reduced |
| Resonant Capital Advisors, LLC | 751 | $512.9K | 0.03% | −26−3.3% | Reduced |
| Main Street Research LLC | 752 | $513.5K | 0.03% | +37+5.2% | Added |
| Onefund, LLC | 753 | $514.2K | 0.33% | +30+4.1% | Added |
| Clear Creek Financial Management, LLC | 754 | $515.0K | 0.04% | −38−4.8% | Reduced |
| SBI Securities Co., Ltd. | 756 | $516.3K | 0.01% | +77+11.3% | Added |
| Impact Investors, Inc | 759 | $518.1K | 0.34% | +18+2.4% | Added |
| Fort Sheridan Advisors LLC | 762 | $520.4K | 0.07% | +40+5.5% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $523.1K | 0.07% | −2−0.3% | Reduced |
| Washington Trust Bank | 767 | $523.8K | 0.04% | −9−1.2% | Reduced |
| Nations Financial Group Inc, | 767 | $523.8K | 0.03% | +42+5.8% | Added |
| Arrow Financial Corp | 768 | $524.5K | 0.05% | +18+2.4% | Added |
| Acropolis Investment Management, LLC | 669 | $526.9K | 0.03% | +226+51.0% | Added |
| NorthStar Asset Management LLC | 774 | $528.6K | 0.25% | 00.0% | Unchanged |
| Private Client Services, LLC | 774 | $528.7K | 0.18% | +4+0.5% | Added |
| Conestoga Capital Advisors, LLC | 775 | $529.3K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 775 | $529.3K | 0.08% | +232+42.7% | Added |
| KFG Wealth Management, LLC | 779 | $532.0K | 0.08% | −282−26.6% | Reduced |
| Betterment LLC | 779 | $532.0K | 0.00% | +16+2.1% | Added |
| KMG Fiduciary Partners, LLC | 779 | $532.0K | 0.04% | +8+1.0% | Added |
| Sage Private Wealth Group, LLC | 780 | $532.6K | 0.30% | +72+10.2% | Added |
| Spinnaker Investment Group, LLC | 788 | $538.1K | 0.10% | −32−3.9% | Reduced |
| Versant Capital Management, Inc | 789 | $538.8K | 0.07% | −442−35.9% | Reduced |
| Avantra Family Wealth, Inc. | 789 | $538.8K | 0.40% | +10+1.3% | Added |
| Signature Estate & Investment Advisors LLC | 791 | $540.2K | 0.01% | +15+1.9% | Added |
| Alpha Omega Wealth Management LLC | 792 | $540.9K | 0.09% | −5−0.6% | Reduced |
| Gsa Capital Partners LLP | 794 | $542.0K | 0.05% | +794 | New |
| Essential Partners LLC | 800 | $546.3K | 0.18% | +311+63.6% | Added |
| W.H. Cornerstone Investments Inc. | 800 | $546.5K | 0.33% | −91−10.2% | Reduced |
| Wealth Group Ltd | 803 | $548.4K | 0.13% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 803 | $548.4K | 0.43% | 00.0% | Unchanged |
| Capital Counsel LLC | 810 | $553.2K | 0.02% | +810 | New |
| Argus Investors' Counsel, Inc. | 811 | $553.6K | 0.44% | −8−1.0% | Reduced |
| International Assets Investment Management, LLC | 712 | $554.8K | 0.04% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 813 | $555.2K | 0.08% | −41−4.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 846 | $556.5K | 0.15% | +504+147.4% | Added |
| Sunbelt Securities, Inc. | 817 | $558.2K | 0.04% | −258−24.0% | Reduced |
| Alta Wealth Advisors LLC | 819 | $559.6K | 0.20% | +161+24.5% | Added |
| Apexium Financial, LP | 821 | $560.7K | 0.03% | +12+1.5% | Added |
| Cromwell Holdings LLC | 823 | $562.0K | 0.30% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 828 | $565.4K | 0.14% | +13+1.6% | Added |
| Wrapmanager Inc | 830 | $566.8K | 0.17% | −119−12.5% | Reduced |
| Triad Wealth Partners, LLC | 832 | $568.4K | 0.07% | −52−5.9% | Reduced |
| Ulland Investment Advisors, LLC | 833 | $569.0K | 0.43% | +76+10.0% | Added |
| Fortune Financial Advisors, LLC | 833 | $569.1K | 0.43% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 837 | $571.6K | 0.10% | −85−9.2% | Reduced |
| Texas Bank & Trust Co | 838 | $572.3K | 0.22% | −5−0.6% | Reduced |
| Moors & Cabot, Inc. | 838 | $572.6K | 0.02% | −1−0.1% | Reduced |
| KDT Advisors, LLC | 840 | $573.6K | 0.84% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 841 | $574.3K | 0.31% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 845 | $577.1K | 0.18% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 847 | $578.4K | 0.04% | +35+4.3% | Added |
| Catalyst Private Wealth, LLC | 849 | $579.8K | 0.25% | −11−1.3% | Reduced |
| Tred Avon Family Wealth, LLC | 853 | $582.5K | 0.20% | +853 | New |
| Ausdal Financial Partners, Inc. | 854 | $582.9K | 0.03% | +512+149.7% | Added |
| Ariadne Wealth Management, LP | 897 | $583.1K | 0.26% | +30+3.5% | Added |
| Bull Oak Capital, LLC | 855 | $583.9K | 0.25% | −23−2.6% | Reduced |
| Baldwin Brothers Inc | 855 | $583.9K | 0.04% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 858 | $585.7K | 0.06% | −8−0.9% | Reduced |
| Chesapeake Capital Corp | 859 | $586.6K | 0.53% | +859 | New |
| Summitry LLC | 860 | $587.3K | 0.02% | −45−5.0% | Reduced |
| Three Seasons Wealth, LLC | 862 | $588.7K | 0.06% | +862 | New |
| KCM Investment Advisors LLC | 864 | $589.8K | 0.02% | +47+5.8% | Added |
| Prosperity Consulting Group, LLC | 864 | $590.0K | 0.03% | +98+12.8% | Added |
| Hardy Reed LLC | 867 | $592.1K | 0.04% | +867 | New |
| Fullerton Fund Management Co Ltd. | 871 | $594.8K | 0.02% | −2,965−77.3% | Reduced |
| Johnson Financial Group, Inc. | 871 | $594.8K | 0.02% | +242+38.5% | Added |