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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 1,908 | $1.30M | 0.45% | +32+1.7% | Added |
| Greykasell Wealth Strategies, Inc. | 1,907 | $1.30M | 0.55% | +51+2.7% | Added |
| Nicolet Bankshares Inc | 1,903 | $1.30M | 0.21% | +247+14.9% | Added |
| Barbara Oil Co. | 1,900 | $1.30M | 0.48% | 00.0% | Unchanged |
| Trust Point Inc. | 1,887 | $1.29M | 0.10% | −81−4.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,880 | $1.28M | 0.18% | 00.0% | Unchanged |
| Old Port Advisors | 1,878 | $1.28M | 0.32% | −15−0.8% | Reduced |
| CVFG LLC | 1,877 | $1.28M | 0.93% | −20−1.1% | Reduced |
| RiverPark Advisors, LLC | 1,874 | $1.28M | 0.55% | −156−7.7% | Reduced |
| BCJ Capital Management, LLC | 1,873 | $1.28M | 0.08% | −7,395−79.8% | Reduced |
| Verdence Capital Advisors LLC | 1,864 | $1.27M | 0.07% | +820+78.5% | Added |
| Account Management LLC | 1,855 | $1.27M | 1.35% | −1,610−46.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,854 | $1.27M | 0.16% | +1,854 | New |
| Virtu Financial LLC | 1,853 | $1.26M | 0.07% | +1,853 | New |
| Massmutual Trust Co FSB | 1,845 | $1.26M | 0.03% | −118−6.0% | Reduced |
| Moore Capital Management, LP | 1,837 | $1.25M | 0.02% | −6,465−77.9% | Reduced |
| Okabena Investment Services Inc | 1,837 | $1.25M | 0.24% | −965−34.4% | Reduced |
| Wellington Shields Capital Management, LLC | 1,825 | $1.25M | 0.19% | +300+19.7% | Added |
| Dakota Wealth Management | 1,819 | $1.24M | 0.03% | −1,792−49.6% | Reduced |
| Howland Capital Management LLC | 1,807 | $1.23M | 0.05% | +233+14.8% | Added |
| Pure Financial Advisors, Inc. | 1,804 | $1.23M | 0.02% | +1,195+196.2% | Added |
| Quadcap Wealth Management, LLC | 1,801 | $1.23M | 0.15% | +18+1.0% | Added |
| Verde Capital Management | 1,800 | $1.23M | 0.27% | +38+2.2% | Added |
| Cito Capital Group, LLC | 1,800 | $1.23M | 0.36% | +1,800 | New |
| Edgestream Partners, L.P. | 1,799 | $1.23M | 0.04% | −956−34.7% | Reduced |
| Pictet & Cie (Europe) SA | 1,791 | $1.22M | 0.02% | −60−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 1,786 | $1.22M | 0.04% | +75+4.4% | Added |
| Rockline Wealth Management, LLC | 1,781 | $1.22M | 0.25% | +547+44.3% | Added |
| SummitTX Capital, L.P. | 1,775 | $1.21M | 0.05% | +1,775 | New |
| Fiduciary Alliance LLC | 1,774 | $1.21M | 0.08% | −2−0.1% | Reduced |
| Kensington Investment Counsel, LLC | 1,768 | $1.21M | 0.49% | +12+0.7% | Added |
| Paradigm Financial Partners, LLC | 1,766 | $1.21M | 0.12% | +967+121.0% | Added |
| Nixon Peabody Trust Co | 1,765 | $1.21M | 0.09% | −190−9.7% | Reduced |
| Schear Investment Advisers, LLC | 1,764 | $1.20M | 0.54% | −75−4.1% | Reduced |
| Milestones Private Investment Advisors LLC | 1,750 | $1.20M | 0.82% | +2+0.1% | Added |
| Cove Private Wealth, LLC | 1,740 | $1.19M | 0.38% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,739 | $1.19M | 0.03% | +427+32.5% | Added |
| Ronald Blue Trust, Inc. | 1,731 | $1.18M | 0.01% | +64+3.8% | Added |
| Alliance Wealth Advisors, LLC | 1,727 | $1.18M | 0.28% | +1,372+386.5% | Added |
| Sage Mountain Advisors LLC | 1,724 | $1.18M | 0.07% | +54+3.2% | Added |
| Integrated Quantitative Investments LLC | 1,720 | $1.17M | 0.33% | +3+0.2% | Added |
| Regatta Capital Group, LLC | 1,714 | $1.17M | 0.18% | +48+2.9% | Added |
| PDS Planning, Inc | 1,708 | $1.17M | 0.08% | +23+1.4% | Added |
| ICW Investment Advisors LLC | 1,698 | $1.16M | 0.42% | +182+12.0% | Added |
| Parthenon LLC | 1,675 | $1.14M | 0.13% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,672 | $1.14M | 0.07% | +9+0.5% | Added |
| MJP Associates Inc | 1,669 | $1.14M | 0.15% | −53−3.1% | Reduced |
| Level Four Advisory Services, LLC | 1,667 | $1.14M | 0.04% | −60−3.5% | Reduced |
| Nelson Capital Management, LLC | 1,667 | $1.14M | 0.14% | +2+0.1% | Added |
| Boston Family Office LLC | 1,667 | $1.14M | 0.07% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 1,662 | $1.13M | 0.03% | +17+1.0% | Added |
| Woodline Partners LP | 1,659 | $1.13M | 0.01% | −7,283−81.4% | Reduced |
| Advisors Capital Management, LLC | 1,656 | $1.13M | 0.01% | +91+5.8% | Added |
| Beverly Hills Private Wealth, LLC | 1,655 | $1.13M | 0.20% | −13−0.8% | Reduced |
| Everest Management Corp. | 1,649 | $1.13M | 0.72% | −2−0.1% | Reduced |
| FineMark National Bank & Trust | 1,647 | $1.12M | 0.04% | +19+1.2% | Added |
| Forbes J M & Co LLP | 1,635 | $1.12M | 0.09% | −247−13.1% | Reduced |
| Sigma Planning Corp | 1,631 | $1.11M | 0.03% | +978+149.8% | Added |
| WBH Advisory Inc | 1,630 | $1.11M | 0.08% | 00.0% | Unchanged |
| CNB Bank | 1,629 | $1.11M | 0.46% | −73−4.3% | Reduced |
| Curated Wealth Partners LLC | 1,622 | $1.11M | 0.13% | +54+3.4% | Added |
| Red Spruce Capital, LLC | 1,621 | $1.11M | 0.45% | −60−3.6% | Reduced |
| Stablepoint Partners, LLC | 1,617 | $1.10M | 0.18% | −158−8.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 1,612 | $1.10M | 0.23% | +49+3.1% | Added |
| Kingsview Wealth Management, LLC | 1,610 | $1.10M | 0.02% | +73+4.7% | Added |
| Bridgewater Advisors Inc. | 1,679 | $1.10M | 0.08% | +21+1.3% | Added |
| Palisade Capital Management LLC | 1,585 | $1.08M | 0.03% | +85+5.7% | Added |
| Barr E S & Co | 1,584 | $1.08M | 0.06% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 1,584 | $1.08M | 0.00% | −28,135−94.7% | Reduced |
| OV Management LLC | 1,582 | $1.08M | 0.92% | +14+0.9% | Added |
| Legacy Financial Advisors, Inc. | 1,576 | $1.08M | 0.15% | +110+7.5% | Added |
| Impact Partnership Wealth, LLC | 1,573 | $1.07M | 0.16% | +1,573 | New |
| Cary Street Partner Investment Advisory LLC | 1,571 | $1.07M | 0.45% | +12+0.8% | Added |
| Engineers Gate Manager LP | 1,565 | $1.07M | 0.01% | −34,490−95.7% | Reduced |
| Quest Partners LLC | 1,563 | $1.07M | 0.07% | +1,139+268.6% | Added |
| NBT Bank N A | 1,550 | $1.06M | 0.07% | +88+6.0% | Added |
| Crescent Sterling, Ltd. | 1,549 | $1.06M | 1.11% | +126+8.9% | Added |
| Chris Bulman Inc | 1,535 | $1.05M | 0.52% | +6+0.4% | Added |
| Hara Capital LLC | 1,534 | $1.05M | 0.62% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,528 | $1.04M | 0.27% | +447+41.4% | Added |
| Hills Bank & Trust Co | 1,527 | $1.04M | 0.06% | +491+47.4% | Added |
| Crew Capital Management, Ltd. | 1,516 | $1.04M | 0.69% | −27−1.7% | Reduced |
| Thrive Wealth Management, LLC | 1,516 | $1.04M | 0.16% | −223−12.8% | Reduced |
| Drive Wealth Management, LLC | 1,511 | $1.03M | 0.22% | +24+1.6% | Added |
| Verity Asset Management, Inc. | 1,506 | $1.03M | 0.34% | +936+164.2% | Added |
| ZEGA Investments, LLC | 1,505 | $1.03M | 0.24% | −1,300−46.3% | Reduced |
| Childress Capital Advisors, LLC | 1,502 | $1.03M | 0.19% | +150+11.1% | Added |
| Great Lakes Advisors, LLC | 1,500 | $1.02M | 0.01% | −79−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,500 | $1.02M | 0.24% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,493 | $1.02M | 0.09% | −83−5.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,493 | $1.02M | 0.37% | −14−0.9% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $1.01M | 0.30% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,474 | $1.01M | 0.12% | +23+1.6% | Added |
| Ellevest, Inc. | 1,474 | $1.01M | 0.14% | −312−17.5% | Reduced |
| Roberts Capital Advisors, LLC | 1,470 | $1.00M | 1.12% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,470 | $1.00M | 0.04% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,465 | $1.00M | 0.06% | +46+3.2% | Added |
| Legacy Capital Group California, Inc. | 1,462 | $998.2K | 0.25% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 1,461 | $997.7K | 0.12% | −152−9.4% | Reduced |
| Fulcrum Asset Management LLP | 1,460 | $997.0K | 0.28% | −39−2.6% | Reduced |