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 |
|---|---|---|---|---|---|
| Revolve Wealth Partners, LLC | 873 | $596.2K | 0.07% | +14+1.6% | Added |
| Private Trust Co NA | 874 | $597.0K | 0.05% | +29+3.4% | Added |
| JFS Wealth Advisors, LLC | 877 | $598.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Trust Co | 880 | $601.0K | 0.06% | +54+6.5% | Added |
| Fox Run Management, L.L.C. | 883 | $603.0K | 0.09% | −299−25.3% | Reduced |
| Traynor Capital Management, Inc. | 889 | $607.4K | 0.03% | −56−5.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 891 | $608.5K | 0.13% | +33+3.8% | Added |
| Coign Capital Advisors LLC | 892 | $609.2K | 0.34% | +892 | New |
| PFG Investments, LLC | 897 | $612.7K | 0.03% | +5+0.6% | Added |
| CoreCap Advisors, LLC | 898 | $613.3K | 0.02% | −272−23.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 899 | $614.0K | 0.04% | −25−2.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 900 | $614.6K | 0.16% | 00.0% | Unchanged |
| Tradewinds, LLC. | 901 | $615.5K | 0.15% | +901 | New |
| Everpar Advisors LLC | 905 | $618.0K | 0.24% | −18−2.0% | Reduced |
| Godsey & Gibb Associates | 905 | $618.0K | 0.05% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 905 | $618.0K | 0.19% | +1+0.1% | Added |
| Modern Wealth Management, LLC | 908 | $620.4K | 0.01% | −27−2.9% | Reduced |
| Burney Co | 909 | $620.8K | 0.02% | +363+66.5% | Added |
| Severin Investments, LLC | 909 | $620.8K | 0.55% | +67+8.0% | Added |
| Chicago Trust Co NA | 910 | $621.4K | 0.09% | −44−4.6% | Reduced |
| Tower Trust & Investment Co | 911 | $622.0K | 0.42% | +911 | New |
| Capital Investment Advisory Services, LLC | 912 | $622.8K | 0.05% | +124+15.7% | Added |
| Congress Park Capital LLC | 915 | $624.9K | 0.19% | −275−23.1% | Reduced |
| Csenge Advisory Group | 915 | $625.1K | 0.03% | −13−1.4% | Reduced |
| Evercore Wealth Management, LLC | 916 | $625.5K | 0.01% | −63−6.4% | Reduced |
| 4WEALTH Advisors, Inc. | 917 | $626.4K | 0.58% | +179+24.3% | Added |
| Aprio Wealth Management, LLC | 919 | $627.3K | 0.06% | +83+9.9% | Added |
| Charter Oak Capital Management, LLC | 920 | $628.3K | 0.05% | −24−2.5% | Reduced |
| Texas Capital Bancshares Inc | 921 | $629.0K | 0.25% | −462−33.4% | Reduced |
| Michael B. Yongue | 923 | $630.3K | 0.44% | +27+3.0% | Added |
| ICONIQ Capital, LLC | 923 | $630.5K | 0.01% | −1,092−54.2% | Reduced |
| Bell Investment Advisors, Inc | 925 | $631.7K | 0.10% | −10−1.1% | Reduced |
| Wealthstar Advisors, LLC | 925 | $631.7K | 0.25% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 926 | $632.4K | 0.16% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 929 | $634.4K | 0.10% | 00.0% | Unchanged |
| Denali Advisors LLC | 938 | $640.6K | 0.07% | −669−41.6% | Reduced |
| Values First Advisors, Inc. | 943 | $643.7K | 0.34% | −10−1.0% | Reduced |
| SS&H Financial Advisors, Inc. | 946 | $646.0K | 0.20% | −100−9.6% | Reduced |
| Horizon Family Wealth, Inc. | 946 | $646.3K | 0.37% | +1+0.1% | Added |
| Aviso Financial Inc. | 950 | $648.8K | 0.03% | +929+4,423.8% | Added |
| Capital Performance Advisors LLP | 952 | $650.1K | 0.11% | +564+145.4% | Added |
| TCG Advisory Services, LLC | 953 | $650.9K | 0.02% | +169+21.6% | Added |
| Cornerstone Wealth Group, LLC | 954 | $651.2K | 0.04% | −80−7.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 960 | $655.6K | 0.05% | +6+0.6% | Added |
| Inscription Capital, LLC | 960 | $655.8K | 0.07% | −333−25.8% | Reduced |
| SGL Investment Advisors, Inc. | 970 | $655.9K | 0.27% | +41+4.4% | Added |
| Founders Financial Alliance, LLC | 968 | $660.7K | 0.12% | +41+4.4% | Added |
| Tolleson Wealth Management, Inc. | 969 | $661.7K | 0.10% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 969 | $661.9K | 0.09% | −72−6.9% | Reduced |
| MONECO Advisors, LLC | 975 | $665.6K | 0.06% | −102−9.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 983 | $671.3K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 988 | $674.7K | 0.04% | +214+27.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 990 | $675.8K | 0.19% | −38−3.7% | Reduced |
| Plancorp, LLC | 994 | $678.8K | 0.02% | −14−1.4% | Reduced |
| RBF Capital, LLC | 1,000 | $682.9K | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,001 | $683.6K | 0.38% | +1,001 | New |
| Camden Capital, LLC | 1,002 | $684.4K | 0.05% | +4+0.4% | Added |
| Wallace Advisory Group, LLC | 871 | $686.0K | 0.55% | −50−5.4% | Reduced |
| Tiemann Investment Advisors, LLC | 1,008 | $688.4K | 0.26% | +15+1.5% | Added |
| Trevian Wealth Management LLC | 1,010 | $689.7K | 0.37% | +1,010 | New |
| Exencial Wealth Advisors, LLC | 1,019 | $696.1K | 0.02% | +106+11.6% | Added |
| Beirne Wealth Consulting Services, LLC | 1,019 | $696.2K | 0.17% | +1,019 | New |
| Brucke Financial, Inc. | 1,043 | $696.3K | 0.41% | +220+26.7% | Added |
| Summit Global Investments | 1,021 | $697.0K | 0.04% | −1,427−58.3% | Reduced |
| Oxford Financial Group Ltd | 1,024 | $699.2K | 0.04% | +62+6.4% | Added |
| Simplicity Wealth,LLC | 1,028 | $701.9K | 0.04% | −592−36.5% | Reduced |
| Mayflower Financial Advisors, LLC | 1,031 | $704.1K | 0.09% | +124+13.7% | Added |
| 17 Capital Partners, LLC | 1,032 | $704.8K | 0.38% | +73+7.6% | Added |
| Wharton Business Group, LLC | 1,035 | $706.8K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,037 | $708.5K | 0.02% | +294+39.6% | Added |
| Sivia Capital Partners, LLC | 1,039 | $709.6K | 0.20% | +153+17.3% | Added |
| OmniStar Financial Group, Inc. | 1,040 | $710.2K | 0.43% | +1,040 | New |
| Interchange Capital Partners, LLC | 1,040 | $710.5K | 0.14% | +334+47.3% | Added |
| Exane Asset Management | 887 | $711.7K | 0.24% | +887 | New |
| Rehmann Capital Advisory Group | 1,043 | $713.8K | 0.04% | +1,043 | New |
| Van Hulzen Asset Management, LLC | 1,047 | $715.2K | 0.05% | −118−10.1% | Reduced |
| DGS Capital Management, LLC | 1,051 | $717.4K | 0.13% | +98+10.3% | Added |
| National Asset Management, Inc. | 1,053 | $719.1K | 0.03% | +201+23.6% | Added |
| Strengthening Families & Communities, LLC | 1,054 | $720.0K | 0.16% | +1,054 | New |
| Plimoth Trust Co LLC | 1,061 | $724.6K | 0.16% | −55−4.9% | Reduced |
| Precision Wealth Strategies, LLC | 1,067 | $728.7K | 0.24% | +17+1.6% | Added |
| Aventura Private Wealth, LLC | 1,067 | $728.7K | 0.27% | +47+4.6% | Added |
| Grimes & Company, Inc. | 1,070 | $730.8K | 0.02% | +683+176.5% | Added |
| Wealth Architects, LLC | 1,071 | $731.6K | 0.07% | −129−10.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,071 | $731.6K | 0.18% | −303−22.1% | Reduced |
| Red Door Wealth Management, LLC | 1,071 | $731.7K | 0.08% | +21+2.0% | Added |
| Novem Group | 1,073 | $732.5K | 0.09% | +244+29.4% | Added |
| Hallmark Capital Management Inc | 1,074 | $733.4K | 0.05% | +1,074 | New |
| Eastern Bank | 1,077 | $735.5K | 0.01% | −41−3.7% | Reduced |
| KG&L Capital Management,LLC | 1,078 | $736.2K | 0.20% | +1,078 | New |
| Boothbay Fund Management, LLC | 1,080 | $737.5K | 0.02% | +593+121.8% | Added |
| 1st Source Bank | 1,084 | $740.3K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,084 | $740.4K | 0.03% | −133−10.9% | Reduced |
| Seven Mile Advisory | 1,086 | $741.9K | 0.12% | +153+16.4% | Added |
| OneAscent Financial Services LLC | 1,088 | $743.0K | 0.05% | +204+23.1% | Added |
| Regent Peak Wealth Advisors LLC | 1,089 | $743.8K | 0.15% | +1,089 | New |
| LVW Advisors, LLC | 1,094 | $747.1K | 0.08% | +66+6.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,095 | $747.5K | 0.02% | +112+11.4% | Added |
| American Trust | 1,096 | $748.5K | 0.06% | +13+1.2% | Added |
| Atlantic Trust, LLC | 1,097 | $749.5K | 0.13% | +235+27.3% | Added |