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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Fullerton Fund Management Co Ltd. | 871 | $594.8K | 0.02% | −2,965−77.3% | Reduced |
| Hardy Reed LLC | 867 | $592.1K | 0.04% | +867 | New |
| Prosperity Consulting Group, LLC | 864 | $590.0K | 0.03% | +98+12.8% | Added |
| KCM Investment Advisors LLC | 864 | $589.8K | 0.02% | +47+5.8% | Added |
| Three Seasons Wealth, LLC | 862 | $588.7K | 0.06% | +862 | New |
| Summitry LLC | 860 | $587.3K | 0.02% | −45−5.0% | Reduced |
| Chesapeake Capital Corp | 859 | $586.6K | 0.53% | +859 | New |
| Great Lakes Retirement, Inc. | 858 | $585.7K | 0.06% | −8−0.9% | Reduced |
| Bull Oak Capital, LLC | 855 | $583.9K | 0.25% | −23−2.6% | Reduced |
| Baldwin Brothers Inc | 855 | $583.9K | 0.04% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 897 | $583.1K | 0.26% | +30+3.5% | Added |
| Ausdal Financial Partners, Inc. | 854 | $582.9K | 0.03% | +512+149.7% | Added |
| Tred Avon Family Wealth, LLC | 853 | $582.5K | 0.20% | +853 | New |
| Catalyst Private Wealth, LLC | 849 | $579.8K | 0.25% | −11−1.3% | Reduced |
| Beaumont Financial Advisors, LLC | 847 | $578.4K | 0.04% | +35+4.3% | Added |
| Avenue 1 Advisors, LLC | 845 | $577.1K | 0.18% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 841 | $574.3K | 0.31% | 00.0% | Unchanged |
| KDT Advisors, LLC | 840 | $573.6K | 0.84% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 838 | $572.6K | 0.02% | −1−0.1% | Reduced |
| Texas Bank & Trust Co | 838 | $572.3K | 0.22% | −5−0.6% | Reduced |
| PAX Financial Group, LLC | 837 | $571.6K | 0.10% | −85−9.2% | Reduced |
| Fortune Financial Advisors, LLC | 833 | $569.1K | 0.43% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 833 | $569.0K | 0.43% | +76+10.0% | Added |
| Triad Wealth Partners, LLC | 832 | $568.4K | 0.07% | −52−5.9% | Reduced |
| Wrapmanager Inc | 830 | $566.8K | 0.17% | −119−12.5% | Reduced |
| Prentice Wealth Management LLC | 828 | $565.4K | 0.14% | +13+1.6% | Added |
| Cromwell Holdings LLC | 823 | $562.0K | 0.30% | 00.0% | Unchanged |
| Apexium Financial, LP | 821 | $560.7K | 0.03% | +12+1.5% | Added |
| Alta Wealth Advisors LLC | 819 | $559.6K | 0.20% | +161+24.5% | Added |
| Sunbelt Securities, Inc. | 817 | $558.2K | 0.04% | −258−24.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 846 | $556.5K | 0.15% | +504+147.4% | Added |
| Mechanics Bank Trust Department | 813 | $555.2K | 0.08% | −41−4.8% | Reduced |
| International Assets Investment Management, LLC | 712 | $554.8K | 0.04% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 811 | $553.6K | 0.44% | −8−1.0% | Reduced |
| Capital Counsel LLC | 810 | $553.2K | 0.02% | +810 | New |
| Wealth Group Ltd | 803 | $548.4K | 0.13% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 803 | $548.4K | 0.43% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 800 | $546.5K | 0.33% | −91−10.2% | Reduced |
| Essential Partners LLC | 800 | $546.3K | 0.18% | +311+63.6% | Added |
| Gsa Capital Partners LLP | 794 | $542.0K | 0.05% | +794 | New |
| Alpha Omega Wealth Management LLC | 792 | $540.9K | 0.09% | −5−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 791 | $540.2K | 0.01% | +15+1.9% | Added |
| Versant Capital Management, Inc | 789 | $538.8K | 0.07% | −442−35.9% | Reduced |
| Avantra Family Wealth, Inc. | 789 | $538.8K | 0.40% | +10+1.3% | Added |
| Spinnaker Investment Group, LLC | 788 | $538.1K | 0.10% | −32−3.9% | Reduced |
| Sage Private Wealth Group, LLC | 780 | $532.6K | 0.30% | +72+10.2% | Added |
| KMG Fiduciary Partners, LLC | 779 | $532.0K | 0.04% | +8+1.0% | Added |
| Betterment LLC | 779 | $532.0K | 0.00% | +16+2.1% | Added |
| KFG Wealth Management, LLC | 779 | $532.0K | 0.08% | −282−26.6% | Reduced |
| Conestoga Capital Advisors, LLC | 775 | $529.3K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 775 | $529.3K | 0.08% | +232+42.7% | Added |
| Private Client Services, LLC | 774 | $528.7K | 0.18% | +4+0.5% | Added |
| NorthStar Asset Management LLC | 774 | $528.6K | 0.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 669 | $526.9K | 0.03% | +226+51.0% | Added |
| Arrow Financial Corp | 768 | $524.5K | 0.05% | +18+2.4% | Added |
| Washington Trust Bank | 767 | $523.8K | 0.04% | −9−1.2% | Reduced |
| Nations Financial Group Inc, | 767 | $523.8K | 0.03% | +42+5.8% | Added |
| BlueSky Wealth Advisors, LLC | 766 | $523.1K | 0.07% | −2−0.3% | Reduced |
| Fort Sheridan Advisors LLC | 762 | $520.4K | 0.07% | +40+5.5% | Added |
| Impact Investors, Inc | 759 | $518.1K | 0.34% | +18+2.4% | Added |
| SBI Securities Co., Ltd. | 756 | $516.3K | 0.01% | +77+11.3% | Added |
| Clear Creek Financial Management, LLC | 754 | $515.0K | 0.04% | −38−4.8% | Reduced |
| Onefund, LLC | 753 | $514.2K | 0.33% | +30+4.1% | Added |
| Main Street Research LLC | 752 | $513.5K | 0.03% | +37+5.2% | Added |
| Resonant Capital Advisors, LLC | 751 | $512.9K | 0.03% | −26−3.3% | Reduced |
| Gill Capital Partners, LLC | 750 | $512.2K | 0.16% | −3−0.4% | Reduced |
| Canvas Wealth Advisors, LLC | 752 | $511.3K | 0.09% | +14+1.9% | Added |
| Kames Capital plc | 748 | $510.6K | 0.01% | +748 | New |
| Obermeyer Wood Investment Counsel, LLLP | 747 | $510.1K | 0.02% | +23+3.2% | Added |
| Orrstown Financial Services Inc | 746 | $509.5K | 0.09% | +171+29.7% | Added |
| Fiduciary Wealth Partners, LLC | 745 | $508.8K | 0.21% | −77−9.4% | Reduced |
| Crewe Advisors LLC | 745 | $508.8K | 0.05% | −9−1.2% | Reduced |
| Winthrop Advisory Group LLC | 743 | $507.7K | 0.04% | +98+15.2% | Added |
| Relyea Zuckerberg Hanson LLC | 738 | $504.0K | 0.05% | −19−2.5% | Reduced |
| Voya Financial Advisors, Inc. | 720 | $500.2K | 0.05% | −62−7.9% | Reduced |
| Fishman Jay A Ltd | 732 | $499.9K | 0.04% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 732 | $499.9K | 0.41% | +1+0.1% | Added |
| 1776 Wealth LLC | 732 | $499.9K | 0.19% | +732 | New |
| GWN Securities Inc. | 729 | $499.5K | 0.12% | −41−5.3% | Reduced |
| Bernardo Wealth Planning LLC | 729 | $497.9K | 0.10% | −13−1.8% | Reduced |
| Keystone Wealth Services, LLC | 729 | $497.8K | 0.11% | 00.0% | Unchanged |
| Diversified Enterprises, LLC | 728 | $497.2K | 0.03% | +79+12.2% | Added |
| One Wealth Capital Management, LLC | 727 | $496.5K | 0.22% | +727 | New |
| Veracity Capital LLC | 726 | $496.1K | 0.16% | −11−1.5% | Reduced |
| Prestige Wealth Management Group LLC | 725 | $495.1K | 0.10% | +24+3.4% | Added |
| Johnson Bixby & Associates, LLC | 725 | $495.1K | 0.06% | 00.0% | Unchanged |
| SFM, LLC | 724 | $494.2K | 0.29% | −7−1.0% | Reduced |
| Retirement Guys Formula LLC | 721 | $492.4K | 0.17% | +721 | New |
| SeaCrest Wealth Management, LLC | 746 | $490.9K | 0.05% | +129+20.9% | Added |
| Atticus Wealth Management, LLC | 718 | $490.6K | 0.12% | −17−2.3% | Reduced |
| Costello Asset Management, INC | 713 | $486.9K | 0.16% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 712 | $486.2K | 0.13% | +104+17.1% | Added |
| Bahl & Gaynor Inc | 711 | $485.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 708 | $483.5K | 0.20% | +6+0.9% | Added |
| Rothschild Investment LLC | 706 | $482.1K | 0.03% | +234+49.6% | Added |
| SageView Advisory Group, LLC | 705 | $481.5K | 0.02% | +126+21.8% | Added |
| Keebeck Wealth Management, LLC | 704 | $480.8K | 0.06% | +54+8.3% | Added |
| MWA Asset Management | 700 | $478.0K | 0.26% | −230−24.7% | Reduced |
| Capital Investment Counsel, Inc | 700 | $478.0K | 0.06% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $478.0K | 0.23% | 00.0% | Unchanged |