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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 1,460 | $997.0K | 0.09% | +12+0.8% | Added |
| Whalerock Point Partners, LLC | 1,456 | $994.3K | 0.20% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,452 | $991.3K | 0.07% | +156+12.0% | Added |
| EverSource Wealth Advisors, LLC | 1,441 | $984.3K | 0.04% | +156+12.1% | Added |
| Soltis Investment Advisors LLC | 1,437 | $981.6K | 0.07% | +762+112.9% | Added |
| Weatherly Asset Management L. P. | 1,437 | $981.1K | 0.08% | −15−1.0% | Reduced |
| Unique Wealth Strategies, LLC | 1,429 | $976.0K | 0.38% | +40+2.9% | Added |
| Blueshift Asset Management, LLC | 1,415 | $966.3K | 0.30% | +1,415 | New |
| Gibbs Wealth Management | 1,402 | $957.4K | 0.22% | +1,033+279.9% | Added |
| Essex Financial Services, Inc. | 1,401 | $957.0K | 0.06% | −16−1.1% | Reduced |
| Clarius Group, LLC | 1,399 | $955.4K | 0.06% | −955−40.6% | Reduced |
| Gratus Wealth Advisors, LLC | 1,397 | $954.0K | 0.13% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,387 | $947.4K | 0.03% | +114+9.0% | Added |
| Principle Wealth Partners LLC | 1,386 | $946.7K | 0.05% | +7+0.5% | Added |
| Richard W. Paul & Associates, LLC | 1,381 | $942.9K | 0.32% | −13−0.9% | Reduced |
| Alta Advisers Ltd | 1,368 | $934.2K | 0.29% | +40+3.0% | Added |
| Pinnacle West Asset Management, Inc. | 1,365 | $932.0K | 0.60% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,351 | $922.3K | 0.37% | +1+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,350 | $922.2K | 0.20% | +116+9.4% | Added |
| Riverpark Capital Management LLC | 1,348 | $920.6K | 1.66% | −211−13.5% | Reduced |
| West Family Investments, Inc. | 1,347 | $919.9K | 0.21% | +372+38.2% | Added |
| MMBG Investment Advisors Co. | 1,345 | $918.5K | 0.08% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,339 | $914.4K | 0.07% | +1,339 | New |
| Heritage Investors Management Corp | 1,338 | $914.0K | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 1,337 | $912.9K | 0.04% | +128+10.6% | Added |
| Mesirow Financial Investment Management, Inc. | 1,334 | $911.5K | 0.02% | −53−3.8% | Reduced |
| Harbor Group, Inc. | 1,329 | $907.7K | 0.14% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 1,325 | $904.9K | 0.06% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,324 | $904.5K | 0.31% | −192−12.7% | Reduced |
| Coastal Bridge Advisors, LLC | 1,324 | $904.3K | 0.07% | −16−1.2% | Reduced |
| Cascade Investment Group, Inc. | 1,323 | $903.8K | 0.60% | −1,034−43.9% | Reduced |
| Garden State Investment Advisory Services LLC | 1,313 | $899.1K | 0.23% | +54+4.3% | Added |
| Nicholas Investment Partners, LP | 1,314 | $897.3K | 0.07% | 00.0% | Unchanged |
| Park Capital Management, LLC | 1,300 | $887.8K | 0.71% | −8−0.6% | Reduced |
| Gryphon Financial Partners LLC | 1,297 | $885.7K | 0.10% | +367+39.5% | Added |
| HBK Sorce Advisory LLC | 1,354 | $884.0K | 0.02% | −20−1.5% | Reduced |
| L2 Asset Management, LLC | 1,287 | $878.6K | 0.13% | +64+5.2% | Added |
| AMG National Trust Bank | 1,279 | $873.4K | 0.02% | −126−9.0% | Reduced |
| Farringdon Capital, Ltd. | 1,279 | $873.4K | 0.22% | +1,279 | New |
| Hoxton Planning & Management, LLC | 1,275 | $870.8K | 0.28% | −12−0.9% | Reduced |
| Alteri Wealth LLC | 1,275 | $870.6K | 0.30% | −16−1.2% | Reduced |
| Waller Financial Planning Group, Inc | 1,272 | $868.8K | 0.20% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,267 | $865.2K | 0.09% | −206−14.0% | Reduced |
| Sym Financial Corp | 1,266 | $864.6K | 0.09% | −515−28.9% | Reduced |
| Act Wealth Management, LLC | 1,265 | $863.9K | 0.30% | 00.0% | Unchanged |
| United Bank | 1,263 | $862.5K | 0.30% | +331+35.5% | Added |
| Sovran Advisors, LLC | 1,311 | $860.3K | 0.08% | +81+6.6% | Added |
| Heritage Trust Co | 1,259 | $859.8K | 0.09% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,254 | $856.6K | 0.29% | −43−3.3% | Reduced |
| David Loasby | 1,292 | $850.1K | 0.07% | +14+1.1% | Added |
| Waterloo Capital, L.P. | 1,242 | $848.5K | 0.06% | −70−5.3% | Reduced |
| Ancora Advisors, LLC | 1,240 | $846.9K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,230 | $840.9K | 0.06% | −1,954−61.4% | Reduced |
| Weaver Capital Management LLC | 1,231 | $840.7K | 0.18% | +104+9.2% | Added |
| Harbor Investment Advisory, LLC | 1,230 | $840.0K | 0.07% | +26+2.2% | Added |
| Magnus Financial Group LLC | 1,225 | $836.7K | 0.07% | +65+5.6% | Added |
| Cardiff Park Advisors, LLC | 1,223 | $835.2K | 0.06% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 1,216 | $830.4K | 0.29% | −2,102−63.4% | Reduced |
| Hanlon Investment Management, Inc. | 1,215 | $829.7K | 0.50% | +144+13.4% | Added |
| First Affirmative Financial Network | 1,214 | $828.8K | 0.39% | +179+17.3% | Added |
| Amica Retiree Medical Trust | 1,213 | $828.0K | 1.13% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,211 | $827.0K | 0.05% | +1+0.1% | Added |
| Independent Financial Group, LLC | 1,206 | $823.6K | 0.02% | −360−23.0% | Reduced |
| Spinnaker Trust | 1,204 | $822.2K | 0.05% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,205 | $821.6K | 0.09% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,201 | $820.0K | 0.20% | +68+6.0% | Added |
| Parkside Financial Bank & Trust | 1,200 | $819.5K | 0.06% | +14+1.2% | Added |
| Madison Asset Management, LLC | 1,200 | $819.5K | 0.01% | −490−29.0% | Reduced |
| Sherbrooke Park Advisers LLC | 1,199 | $818.8K | 0.38% | +433+56.5% | Added |
| New Hampshire Trust | 1,198 | $818.1K | 0.16% | −17−1.4% | Reduced |
| South Dakota Investment Council | 1,196 | $817.0K | 0.02% | −200−14.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 1,195 | $816.1K | 0.18% | −10−0.8% | Reduced |
| Northern Financial Advisors Inc | 1,188 | $811.3K | 0.43% | −21−1.7% | Reduced |
| Malaga Cove Capital, LLC | 1,188 | $811.3K | 0.29% | +374+45.9% | Added |
| Lee Danner & Bass Inc | 1,180 | $805.8K | 0.06% | −5−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,179 | $805.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,174 | $801.7K | 0.10% | +11+0.9% | Added |
| Stratos Wealth Advisors, LLC | 1,173 | $801.3K | 0.04% | +2+0.2% | Added |
| VestGen Advisors, LLC | 1,173 | $800.8K | 0.03% | −1,157−49.7% | Reduced |
| Simplify Asset Management Inc. | 1,171 | $799.7K | 0.02% | +1,171 | New |
| Meridian Wealth Management, LLC | 1,171 | $799.6K | 0.03% | −6−0.5% | Reduced |
| Barden Capital Management, Inc. | 1,163 | $794.2K | 0.66% | +117+11.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,156 | $789.5K | 0.01% | −6−0.5% | Reduced |
| Connecticut Wealth Management, LLC | 1,151 | $786.0K | 0.03% | −3−0.3% | Reduced |
| Wolverine Trading, LLC | 1,130 | $785.0K | 0.02% | +562+98.9% | Added |
| Fundamentun, LLC | 1,147 | $783.8K | 0.03% | +24+2.1% | Added |
| Leavell Investment Management, Inc. | 1,141 | $779.3K | 0.03% | −59−4.9% | Reduced |
| First National Trust Co | 1,130 | $771.7K | 0.03% | +106+10.4% | Added |
| PFC Capital Group, Inc. | 1,125 | $768.0K | 0.32% | 00.0% | Unchanged |
| Capula Management Ltd | 1,117 | $762.8K | 0.01% | +1,117 | New |
| Correct Capital Wealth Management | 1,115 | $761.7K | 0.14% | +494+79.5% | Added |
| Reynders McVeigh Capital Management, LLC | 1,112 | $759.0K | 0.04% | −10−0.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,111 | $758.7K | 0.04% | −561−33.6% | Reduced |
| Breakwater Capital Group | 1,110 | $758.2K | 0.11% | −1−0.1% | Reduced |
| Empirical Asset Management, LLC | 1,108 | $756.8K | 0.21% | +1,108 | New |
| WBI Investments | 1,108 | $756.5K | 0.19% | −268−19.5% | Reduced |
| DRW Securities, LLC | 1,103 | $754.6K | 0.04% | −536−32.7% | Reduced |
| Prosperity Wealth Management, Inc. | 1,102 | $752.6K | 0.26% | +115+11.7% | Added |
| Vance Wealth, Inc. | 1,099 | $750.5K | 0.23% | −17−1.5% | Reduced |
| Atlantic Trust, LLC | 1,097 | $749.5K | 0.13% | +235+27.3% | Added |