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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 3,620 | $2.47M | 0.15% | +19+0.5% | Added |
| Central Pacific Bank - Trust Division | 3,603 | $2.46M | 0.30% | −143−3.8% | Reduced |
| Calamos Wealth Management LLC | 3,599 | $2.46M | 0.09% | −40−1.1% | Reduced |
| Congress Asset Management Co | 3,595 | $2.45M | 0.02% | +366+11.3% | Added |
| Willow Creek Wealth Management Inc. | 3,591 | $2.45M | 0.20% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 3,564 | $2.43M | 0.44% | +753+26.8% | Added |
| Naviter Wealth, LLC | 3,532 | $2.41M | 0.28% | +140+4.1% | Added |
| IFP Advisors, Inc | 3,513 | $2.40M | 0.06% | −93−2.6% | Reduced |
| Concord Wealth Partners | 3,503 | $2.39M | 0.33% | +692+24.6% | Added |
| Circle Wealth Management, LLC | 3,501 | $2.39M | 0.05% | −341−8.9% | Reduced |
| Game Creek Capital, LP | 3,500 | $2.39M | 1.03% | +200+6.1% | Added |
| BDF-Gestion | 3,498 | $2.39M | 0.28% | −729−17.2% | Reduced |
| Ledyard National Bank | 3,478 | $2.38M | 0.21% | +38+1.1% | Added |
| Aaron Wealth Advisors | 3,457 | $2.36M | 0.14% | +1,382+66.6% | Added |
| Savant Capital, LLC | 3,455 | $2.36M | 0.01% | −25−0.7% | Reduced |
| Venturi Wealth Management, LLC | 3,436 | $2.35M | 0.11% | −828−19.4% | Reduced |
| Sig Brokerage, LP | 3,434 | $2.35M | 0.59% | +3,434 | New |
| Element Squared LLC | 3,420 | $2.34M | 1.33% | +3,420 | New |
| BKD Wealth Advisors, LLC | 3,411 | $2.33M | 0.05% | +15+0.4% | Added |
| Boston Trust Walden Corp | 3,409 | $2.33M | 0.02% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,381 | $2.31M | 0.14% | −40−1.2% | Reduced |
| Everhart Financial Group, Inc. | 3,379 | $2.31M | 0.23% | +10.0% | Added |
| Penserra Capital Management LLC | 3,374 | $2.30M | 0.03% | −268−7.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,351 | $2.29M | 1.32% | +62+1.9% | Added |
| Wedbush Securities Inc | 3,342 | $2.28M | 0.07% | +1,303+63.9% | Added |
| WSFS Capital Management, LLC | 3,340 | $2.28M | 0.11% | +2,153+181.4% | Added |
| Fairfield, Bush & Co. | 3,338 | $2.28M | 1.17% | −60−1.8% | Reduced |
| Integrated Wealth Concepts LLC | 3,335 | $2.28M | 0.02% | +367+12.4% | Added |
| Ellis Investment Partners, LLC | 3,334 | $2.28M | 0.41% | −10.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,300 | $2.25M | 1.09% | −2,500−43.1% | Reduced |
| Gateway Investment Advisers LLC | 3,300 | $2.25M | 0.02% | −136−4.0% | Reduced |
| RMR Wealth Builders | 3,291 | $2.25M | 0.19% | +215+7.0% | Added |
| Gladstone Institutional Advisory LLC | 3,274 | $2.24M | 0.09% | −251−7.1% | Reduced |
| Clean Yield Group | 3,271 | $2.23M | 0.63% | −15−0.5% | Reduced |
| Univest Financial Corp | 3,265 | $2.23M | 0.12% | −94−2.8% | Reduced |
| TownSquare Capital, LLC | 3,247 | $2.22M | 0.34% | −656−16.8% | Reduced |
| Valmark Advisers, Inc. | 3,242 | $2.21M | 0.03% | −86−2.6% | Reduced |
| RB Capital Management, LLC | 3,238 | $2.21M | 0.46% | +49+1.5% | Added |
| GM Advisory Group, Inc. | 3,232 | $2.21M | 0.09% | +3+0.1% | Added |
| Trust Asset Management LLC | 3,221 | $2.20M | 0.15% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.18M | 0.07% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,190 | $2.18M | 0.06% | +2,241+236.1% | Added |
| Ascent Group, LLC | 3,177 | $2.17M | 0.08% | +1,044+48.9% | Added |
| Caldwell Sutter Capital, Inc. | 3,170 | $2.16M | 0.92% | −30−0.9% | Reduced |
| Signature Wealth Management Group | 3,167 | $2.16M | 0.84% | −52−1.6% | Reduced |
| Scratch Capital LLC | 3,125 | $2.13M | 1.41% | −378−10.8% | Reduced |
| Crestwood Advisors Group LLC | 3,114 | $2.13M | 0.04% | +167+5.7% | Added |
| Meeder Asset Management Inc | 3,110 | $2.12M | 0.12% | +45+1.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,099 | $2.11M | 0.02% | −94−2.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,093 | $2.11M | 0.07% | +14+0.5% | Added |
| Portside Wealth Group, LLC | 3,090 | $2.11M | 0.29% | +2,289+285.8% | Added |
| Resources Investment Advisors, LLC. | 3,064 | $2.09M | 0.02% | −261−7.8% | Reduced |
| Qtron Investments LLC | 3,059 | $2.09M | 0.26% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,058 | $2.09M | 0.08% | −29−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 3,041 | $2.08M | 0.05% | +161+5.6% | Added |
| Stiles Financial Services Inc | 3,034 | $2.07M | 0.65% | −31−1.0% | Reduced |
| Pallas Capital Advisors LLC | 3,030 | $2.07M | 0.08% | +1,446+91.3% | Added |
| Outfitter Financial LLC | 3,023 | $2.06M | 1.67% | −100−3.2% | Reduced |
| Pinnacle Associates Ltd | 3,008 | $2.05M | 0.03% | −22−0.7% | Reduced |
| SWS Partners | 2,965 | $2.03M | 0.49% | +2,965 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,947 | $2.01M | 0.10% | +330+12.6% | Added |
| Darwin Advisors, LLC | 2,939 | $2.01M | 0.64% | +13+0.4% | Added |
| Valley National Advisers Inc | 2,941 | $2.01M | 0.31% | +2,880+4,721.3% | Added |
| Meiji Yasuda Life Insurance Co | 2,919 | $1.99M | 0.06% | −310−9.6% | Reduced |
| Abacus Planning Group, Inc. | 2,894 | $1.98M | 0.27% | +27+0.9% | Added |
| Eisler Capital Management Ltd. | 3,058 | $1.98M | 0.04% | +2,928+2,252.3% | Added |
| Eads & Heald Wealth Management | 2,891 | $1.97M | 0.94% | +20+0.7% | Added |
| Perpetual Ltd | 2,874 | $1.96M | 0.02% | +1,335+86.7% | Added |
| Cohen Capital Management, Inc. | 2,865 | $1.96M | 0.30% | −1,400−32.8% | Reduced |
| FSM Wealth Advisors, LLC | 2,827 | $1.93M | 0.27% | +55+2.0% | Added |
| Net Worth Advisory Group | 2,801 | $1.91M | 0.55% | −377−11.9% | Reduced |
| Conway Capital Management, Inc. | 2,795 | $1.91M | 0.80% | −560−16.7% | Reduced |
| CSM Advisors, LLC | 2,782 | $1.90M | 0.05% | +2,492+859.3% | Added |
| Barings LLC | 2,760 | $1.88M | 0.04% | +2,488+914.7% | Added |
| Novare Capital Management LLC | 2,754 | $1.88M | 0.14% | +85+3.2% | Added |
| Tribridge Partners Financial LLC | 2,748 | $1.87M | 0.86% | +2,748 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.87M | 0.20% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,723 | $1.86M | 0.02% | −503−15.6% | Reduced |
| Grant Private Wealth Management Inc | 2,719 | $1.86M | 1.15% | +2,719 | New |
| Dorsey & Whitney Trust CO LLC | 2,717 | $1.86M | 0.10% | +42+1.6% | Added |
| Keel Point, LLC | 2,715 | $1.85M | 0.11% | −2,320−46.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,709 | $1.85M | 0.14% | +14+0.5% | Added |
| Argent Trust Co | 2,703 | $1.85M | 0.07% | −51−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 2,687 | $1.84M | 0.32% | +687+34.4% | Added |
| Cigna Investments Inc | 2,676 | $1.83M | 0.26% | −18−0.7% | Reduced |
| Cullinan Associates Inc | 2,645 | $1.81M | 0.12% | −125−4.5% | Reduced |
| Scissortail Wealth Management, LLC | 2,640 | $1.80M | 0.39% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 2,633 | $1.80M | 0.10% | −510−16.2% | Reduced |
| BankPlus Trust Department | 2,627 | $1.79M | 0.48% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2,619 | $1.79M | 0.17% | +4+0.2% | Added |
| Generali Investments, Management Co LLC | 2,604 | $1.78M | 0.37% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 2,593 | $1.77M | 0.26% | +1,982+324.4% | Added |
| Anchor Investment Management, LLC | 2,587 | $1.77M | 0.15% | +62+2.5% | Added |
| Modera Wealth Management, LLC | 2,587 | $1.77M | 0.02% | +20+0.8% | Added |
| Family Legacy, Inc. | 2,572 | $1.76M | 0.54% | +35+1.4% | Added |
| BancorpSouth Bank | 2,572 | $1.76M | 0.11% | +15+0.6% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,539 | $1.73M | 0.30% | −238−8.6% | Reduced |
| Valeo Financial Advisors, LLC | 2,515 | $1.72M | 0.04% | −114−4.3% | Reduced |
| GLOBALT Investments LLC | 2,514 | $1.72M | 0.06% | +2,514 | New |
| First Citizens Bank & Trust Co | 2,510 | $1.71M | 0.04% | −103−3.9% | Reduced |