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
- 2,198
- +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
- 721 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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 2,506 | $1.71M | 0.24% | +271+12.1% | Added |
| Elmwood Wealth Management, Inc. | 2,506 | $1.71M | 0.61% | +45+1.8% | Added |
| Consolidated Planning Corp | 2,494 | $1.70M | 0.18% | +2,494 | New |
| Moneta Group Investment Advisors LLC | 2,488 | $1.70M | 0.01% | +94+3.9% | Added |
| Centiva Capital, LP | 2,466 | $1.68M | 0.16% | +2,466 | New |
| Papamarkou Wellner Asset Management inc. | 2,461 | $1.68M | 1.04% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 2,457 | $1.68M | 0.09% | −100−3.9% | Reduced |
| USA Financial Portformulas Corp | 2,452 | $1.67M | 0.30% | +2,452 | New |
| Roberts Glore & Co Inc | 2,435 | $1.66M | 0.45% | −17−0.7% | Reduced |
| Thoroughbred Financial Services, LLC | 2,432 | $1.66M | 0.10% | −1,904−43.9% | Reduced |
| Fulton Bank, N.A. | 2,426 | $1.66M | 0.06% | −91−3.6% | Reduced |
| Arkadios Wealth Advisors | 2,426 | $1.66M | 0.04% | −4−0.2% | Reduced |
| Global Retirement Partners, LLC | 2,409 | $1.64M | 0.04% | +340+16.4% | Added |
| Ironwood Investment Counsel, LLC | 2,392 | $1.63M | 0.24% | −2−0.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,392 | $1.63M | 0.03% | +102+4.5% | Added |
| Symphony Financial, Ltd. Co. | 2,375 | $1.63M | 0.20% | −3,524−59.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,380 | $1.63M | 0.28% | −390−14.1% | Reduced |
| Chesley Taft & Associates LLC | 2,370 | $1.62M | 0.07% | +6+0.3% | Added |
| Citizens National Bank Trust Department | 2,368 | $1.62M | 0.29% | −9−0.4% | Reduced |
| Grove Bank & Trust | 2,363 | $1.61M | 0.19% | +1,369+137.7% | Added |
| Virtue Capital Management, LLC | 19,779 | $1.61M | 0.35% | +17,436+744.2% | Added |
| Choate Investment Advisors | 2,350 | $1.60M | 0.03% | +32+1.4% | Added |
| Duncker Streett & Co Inc | 2,347 | $1.60M | 0.28% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,345 | $1.60M | 0.28% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 3,249 | $1.60M | 0.22% | +3,249 | New |
| Atlantic Union Bankshares Corp | 2,330 | $1.59M | 0.03% | +1,994+593.5% | Added |
| Main Management ETF Advisors, LLC | 2,325 | $1.59M | 0.06% | +2,325 | New |
| Promus Capital, LLC | 2,307 | $1.58M | 1.01% | −8−0.3% | Reduced |
| Virtus Investment Advisers, Inc. | 2,296 | $1.57M | 0.45% | +2,296 | New |
| Wealth Alliance | 2,295 | $1.57M | 0.16% | +175+8.3% | Added |
| Capital & Planning, LLC | 2,293 | $1.57M | 0.97% | +11+0.5% | Added |
| Accretive Wealth Partners, LLC | 2,268 | $1.55M | 0.47% | +219+10.7% | Added |
| Premier Path Wealth Partners, LLC | 2,264 | $1.55M | 0.20% | +28+1.3% | Added |
| Cookson Peirce & Co Inc | 2,251 | $1.54M | 0.06% | +300+15.4% | Added |
| Equitable Holdings, Inc. | 2,244 | $1.53M | 0.01% | +125+5.9% | Added |
| Advisor OS, LLC | 2,235 | $1.53M | 0.13% | −37−1.6% | Reduced |
| Arlington Trust Co LLC | 2,232 | $1.52M | 0.27% | −2−0.1% | Reduced |
| Journey Strategic Wealth LLC | 2,229 | $1.52M | 0.04% | +220+11.0% | Added |
| Great Diamond Partners, LLC | 2,227 | $1.52M | 0.29% | +310+16.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.52M | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,216 | $1.51M | 0.12% | +2,080+1,529.4% | Added |
| Quent Capital, LLC | 2,214 | $1.51M | 0.13% | +8+0.4% | Added |
| StoneX Group Inc. | 2,189 | $1.50M | 0.07% | −82−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,183 | $1.49M | 0.10% | +1,507+222.9% | Added |
| ROI Financial Advisors, LLC | 2,181 | $1.49M | 0.89% | −112−4.9% | Reduced |
| McRae Capital Management Inc | 2,177 | $1.49M | 0.30% | −10−0.5% | Reduced |
| Smith, Salley & Associates | 2,172 | $1.48M | 0.08% | −18−0.8% | Reduced |
| HighVista Strategies LLC | 2,163 | $1.48M | 0.36% | −1,100−33.7% | Reduced |
| Trueblood Wealth Management, LLC | 2,163 | $1.48M | 0.58% | +118+5.8% | Added |
| Mirabella Financial Services LLP | 2,161 | $1.48M | 0.13% | +194+9.9% | Added |
| Quotient Wealth Partners, LLC | 2,153 | $1.47M | 0.04% | −157−6.8% | Reduced |
| Alpha Family Trust | 2,150 | $1.47M | 0.69% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 2,145 | $1.46M | 0.86% | +2,145 | New |
| Convergence Financial, LLC | 2,120 | $1.45M | 0.22% | −55−2.5% | Reduced |
| Jefferies Financial Group Inc. | 2,113 | $1.44M | 0.01% | −71,954−97.1% | Reduced |
| Precedent Wealth Partners, LLC | 2,110 | $1.44M | 0.32% | +251+13.5% | Added |
| Flagship Harbor Advisors, LLC | 2,099 | $1.43M | 0.06% | +118+6.0% | Added |
| SHUTTLEWORTH & Co | 2,093 | $1.43M | 1.30% | +2,093 | New |
| Stance Capital LLC | 2,080 | $1.42M | 0.52% | +352+20.4% | Added |
| Asset Dedication, LLC | 2,079 | $1.42M | 0.10% | −35−1.7% | Reduced |
| Motiv8 Investments LLC | 2,074 | $1.42M | 0.75% | +14+0.7% | Added |
| Quantitative Investment Management, LLC | 2,068 | $1.41M | 0.20% | −219−9.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,064 | $1.41M | 0.08% | −270−11.6% | Reduced |
| Waterway Wealth Management, LLC | 2,064 | $1.41M | 0.34% | +2,064 | New |
| Focus Financial Network, Inc. | 2,061 | $1.41M | 0.05% | −194−8.6% | Reduced |
| Southeast Asset Advisors Inc. | 2,058 | $1.41M | 0.15% | +1,161+129.4% | Added |
| Founders Financial Securities LLC | 2,051 | $1.40M | 0.10% | +446+27.8% | Added |
| Transcend Wealth Collective, LLC | 2,042 | $1.39M | 0.10% | −154−7.0% | Reduced |
| Capital Investment Advisors, LLC | 2,034 | $1.39M | 0.02% | −60−2.9% | Reduced |
| Oarsman Capital, Inc. | 2,031 | $1.39M | 0.19% | +35+1.8% | Added |
| Mirador Capital Partners LP | 2,022 | $1.38M | 0.20% | 00.0% | Unchanged |
| Cooper Financial Group | 2,020 | $1.38M | 0.15% | +259+14.7% | Added |
| Byrne Financial Freedom, LLC | 2,018 | $1.38M | 0.69% | −10.0% | Reduced |
| United Asset Strategies, Inc. | 2,016 | $1.38M | 0.11% | −51−2.5% | Reduced |
| BSW Wealth Partners | 2,011 | $1.37M | 0.17% | +93+4.8% | Added |
| Sowell Financial Services LLC | 2,008 | $1.37M | 0.05% | +78+4.0% | Added |
| Edgemoor Investment Advisors, Inc. | 2,007 | $1.37M | 0.11% | +2,007 | New |
| Optas, LLC | 2,006 | $1.37M | 0.23% | +3+0.1% | Added |
| Liberty Wealth Management LLC | 2,004 | $1.37M | 0.19% | +22+1.1% | Added |
| Wealthspire Advisors, LLC | 2,000 | $1.37M | 0.01% | −348−14.8% | Reduced |
| Mutual Advisors, LLC | 2,010 | $1.36M | 0.03% | +79+4.1% | Added |
| Koss-Olinger Consulting, LLC | 1,729 | $1.36M | 0.11% | 00.0% | Unchanged |
| BNP Paribas | 1,959 | $1.36M | 0.04% | −282−12.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 1,990 | $1.36M | 1.23% | −40−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,989 | $1.36M | 0.00% | +351+21.4% | Added |
| Elevate Capital Advisors, LLC | 1,986 | $1.36M | 0.95% | +1,986 | New |
| First Financial Bankshares Inc | 1,979 | $1.35M | 0.03% | +1,979 | New |
| Compagnie Lombard Odier SCmA | 1,973 | $1.35M | 0.01% | −292−12.9% | Reduced |
| Austin Private Wealth, LLC | 1,969 | $1.34M | 0.10% | −79−3.9% | Reduced |
| Fidelis Capital Partners, LLC | 1,968 | $1.34M | 0.10% | +21+1.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,959 | $1.34M | 0.16% | +92+4.9% | Added |
| BAM Wealth Management, LLC | 1,955 | $1.34M | 1.03% | +1,955 | New |
| FSA Wealth Management LLC | 1,954 | $1.33M | 0.49% | −46−2.3% | Reduced |
| Insigneo Advisory Services, LLC | 1,953 | $1.33M | 0.09% | +492+33.7% | Added |
| Forum Financial Management, LP | 1,940 | $1.32M | 0.02% | +395+25.6% | Added |
| Wallace Hart LLC | 1,940 | $1.32M | 0.97% | −62−3.1% | Reduced |
| Legacy Trust | 1,938 | $1.32M | 0.26% | +225+13.1% | Added |
| Zhang Financial LLC | 1,937 | $1.32M | 0.05% | +21+1.1% | Added |
| Intrust Bank NA | 1,925 | $1.31M | 0.11% | −86−4.3% | Reduced |
| RFG Advisory, LLC | 1,914 | $1.31M | 0.03% | −141−6.9% | Reduced |