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 |
|---|---|---|---|---|---|
| American Trust | 1,096 | $748.5K | 0.06% | +13+1.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,095 | $747.5K | 0.02% | +112+11.4% | Added |
| LVW Advisors, LLC | 1,094 | $747.1K | 0.08% | +66+6.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,089 | $743.8K | 0.15% | +1,089 | New |
| OneAscent Financial Services LLC | 1,088 | $743.0K | 0.05% | +204+23.1% | Added |
| Seven Mile Advisory | 1,086 | $741.9K | 0.12% | +153+16.4% | Added |
| Heritage Wealth Advisors | 1,084 | $740.4K | 0.03% | −133−10.9% | Reduced |
| 1st Source Bank | 1,084 | $740.3K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,080 | $737.5K | 0.02% | +593+121.8% | Added |
| KG&L Capital Management,LLC | 1,078 | $736.2K | 0.20% | +1,078 | New |
| Eastern Bank | 1,077 | $735.5K | 0.01% | −41−3.7% | Reduced |
| Hallmark Capital Management Inc | 1,074 | $733.4K | 0.05% | +1,074 | New |
| Novem Group | 1,073 | $732.5K | 0.09% | +244+29.4% | Added |
| Red Door Wealth Management, LLC | 1,071 | $731.7K | 0.08% | +21+2.0% | Added |
| Elevated Capital Advisors, LLC | 1,071 | $731.6K | 0.18% | −303−22.1% | Reduced |
| Wealth Architects, LLC | 1,071 | $731.6K | 0.07% | −129−10.8% | Reduced |
| Grimes & Company, Inc. | 1,070 | $730.8K | 0.02% | +683+176.5% | Added |
| 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 |
| Plimoth Trust Co LLC | 1,061 | $724.6K | 0.16% | −55−4.9% | Reduced |
| Strengthening Families & Communities, LLC | 1,054 | $720.0K | 0.16% | +1,054 | New |
| National Asset Management, Inc. | 1,053 | $719.1K | 0.03% | +201+23.6% | Added |
| DGS Capital Management, LLC | 1,051 | $717.4K | 0.13% | +98+10.3% | Added |
| Van Hulzen Asset Management, LLC | 1,047 | $715.2K | 0.05% | −118−10.1% | Reduced |
| Rehmann Capital Advisory Group | 1,043 | $713.8K | 0.04% | +1,043 | New |
| Exane Asset Management | 887 | $711.7K | 0.24% | +887 | New |
| Interchange Capital Partners, LLC | 1,040 | $710.5K | 0.14% | +334+47.3% | Added |
| OmniStar Financial Group, Inc. | 1,040 | $710.2K | 0.43% | +1,040 | New |
| Sivia Capital Partners, LLC | 1,039 | $709.6K | 0.20% | +153+17.3% | Added |
| Larson Financial Group LLC | 1,037 | $708.5K | 0.02% | +294+39.6% | Added |
| Wharton Business Group, LLC | 1,035 | $706.8K | 0.03% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 1,032 | $704.8K | 0.38% | +73+7.6% | Added |
| Mayflower Financial Advisors, LLC | 1,031 | $704.1K | 0.09% | +124+13.7% | Added |
| Simplicity Wealth,LLC | 1,028 | $701.9K | 0.04% | −592−36.5% | Reduced |
| Oxford Financial Group Ltd | 1,024 | $699.2K | 0.04% | +62+6.4% | Added |
| Summit Global Investments | 1,021 | $697.0K | 0.04% | −1,427−58.3% | Reduced |
| Brucke Financial, Inc. | 1,043 | $696.3K | 0.41% | +220+26.7% | Added |
| Beirne Wealth Consulting Services, LLC | 1,019 | $696.2K | 0.17% | +1,019 | New |
| Exencial Wealth Advisors, LLC | 1,019 | $696.1K | 0.02% | +106+11.6% | Added |
| Trevian Wealth Management LLC | 1,010 | $689.7K | 0.37% | +1,010 | New |
| Tiemann Investment Advisors, LLC | 1,008 | $688.4K | 0.26% | +15+1.5% | Added |
| Wallace Advisory Group, LLC | 871 | $686.0K | 0.55% | −50−5.4% | Reduced |
| Camden Capital, LLC | 1,002 | $684.4K | 0.05% | +4+0.4% | Added |
| Pettee Investors, Inc. | 1,001 | $683.6K | 0.38% | +1,001 | New |
| RBF Capital, LLC | 1,000 | $682.9K | 0.03% | 00.0% | Unchanged |
| Plancorp, LLC | 994 | $678.8K | 0.02% | −14−1.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 990 | $675.8K | 0.19% | −38−3.7% | Reduced |
| Parcion Private Wealth LLC | 988 | $674.7K | 0.04% | +214+27.6% | Added |
| Edmond de Rothschild Holding S.A. | 983 | $671.3K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 975 | $665.6K | 0.06% | −102−9.5% | Reduced |
| Financial Advisors Network, Inc. | 969 | $661.9K | 0.09% | −72−6.9% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $661.7K | 0.10% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 968 | $660.7K | 0.12% | +41+4.4% | Added |
| SGL Investment Advisors, Inc. | 970 | $655.9K | 0.27% | +41+4.4% | Added |
| Inscription Capital, LLC | 960 | $655.8K | 0.07% | −333−25.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 960 | $655.6K | 0.05% | +6+0.6% | Added |
| Cornerstone Wealth Group, LLC | 954 | $651.2K | 0.04% | −80−7.7% | Reduced |
| TCG Advisory Services, LLC | 953 | $650.9K | 0.02% | +169+21.6% | Added |
| Capital Performance Advisors LLP | 952 | $650.1K | 0.11% | +564+145.4% | Added |
| Aviso Financial Inc. | 950 | $648.8K | 0.03% | +929+4,423.8% | Added |
| Horizon Family Wealth, Inc. | 946 | $646.3K | 0.37% | +1+0.1% | Added |
| SS&H Financial Advisors, Inc. | 946 | $646.0K | 0.20% | −100−9.6% | Reduced |
| Values First Advisors, Inc. | 943 | $643.7K | 0.34% | −10−1.0% | Reduced |
| Denali Advisors LLC | 938 | $640.6K | 0.07% | −669−41.6% | Reduced |
| Formidable Asset Management, LLC | 929 | $634.4K | 0.10% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 926 | $632.4K | 0.16% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 925 | $631.7K | 0.10% | −10−1.1% | Reduced |
| Wealthstar Advisors, LLC | 925 | $631.7K | 0.25% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 923 | $630.5K | 0.01% | −1,092−54.2% | Reduced |
| Michael B. Yongue | 923 | $630.3K | 0.44% | +27+3.0% | Added |
| Texas Capital Bancshares Inc | 921 | $629.0K | 0.25% | −462−33.4% | Reduced |
| Charter Oak Capital Management, LLC | 920 | $628.3K | 0.05% | −24−2.5% | Reduced |
| Aprio Wealth Management, LLC | 919 | $627.3K | 0.06% | +83+9.9% | Added |
| 4WEALTH Advisors, Inc. | 917 | $626.4K | 0.58% | +179+24.3% | Added |
| Evercore Wealth Management, LLC | 916 | $625.5K | 0.01% | −63−6.4% | Reduced |
| Csenge Advisory Group | 915 | $625.1K | 0.03% | −13−1.4% | Reduced |
| Congress Park Capital LLC | 915 | $624.9K | 0.19% | −275−23.1% | Reduced |
| Capital Investment Advisory Services, LLC | 912 | $622.8K | 0.05% | +124+15.7% | Added |
| Tower Trust & Investment Co | 911 | $622.0K | 0.42% | +911 | New |
| Chicago Trust Co NA | 910 | $621.4K | 0.09% | −44−4.6% | Reduced |
| Severin Investments, LLC | 909 | $620.8K | 0.55% | +67+8.0% | Added |
| Burney Co | 909 | $620.8K | 0.02% | +363+66.5% | Added |
| Modern Wealth Management, LLC | 908 | $620.4K | 0.01% | −27−2.9% | Reduced |
| 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 |
| Tradewinds, LLC. | 901 | $615.5K | 0.15% | +901 | New |
| Supplemental Annuity Collective Trust of NJ | 900 | $614.6K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 899 | $614.0K | 0.04% | −25−2.7% | Reduced |
| CoreCap Advisors, LLC | 898 | $613.3K | 0.02% | −272−23.2% | Reduced |
| PFG Investments, LLC | 897 | $612.7K | 0.03% | +5+0.6% | Added |
| Coign Capital Advisors LLC | 892 | $609.2K | 0.34% | +892 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 891 | $608.5K | 0.13% | +33+3.8% | Added |
| Traynor Capital Management, Inc. | 889 | $607.4K | 0.03% | −56−5.9% | Reduced |
| Fox Run Management, L.L.C. | 883 | $603.0K | 0.09% | −299−25.3% | Reduced |
| Caldwell Trust Co | 880 | $601.0K | 0.06% | +54+6.5% | Added |
| JFS Wealth Advisors, LLC | 877 | $598.9K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 874 | $597.0K | 0.05% | +29+3.4% | Added |
| Revolve Wealth Partners, LLC | 873 | $596.2K | 0.07% | +14+1.6% | Added |
| Johnson Financial Group, Inc. | 871 | $594.8K | 0.02% | +242+38.5% | Added |