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 |
|---|---|---|---|---|---|
| EHP Funds Inc. | 700 | $478.0K | 0.63% | +200+40.0% | Added |
| Truepoint, Inc. | 699 | $477.4K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 698 | $476.9K | 0.01% | +4+0.6% | Added |
| Ramiah Investment Group | 695 | $474.6K | 0.42% | −110−13.7% | Reduced |
| Ewa, LLC | 695 | $474.6K | 0.13% | −13−1.8% | Reduced |
| Southern Capital Advisors, LLC | 690 | $471.2K | 0.22% | +61+9.7% | Added |
| Traveka Wealth, LLC | 690 | $471.2K | 0.21% | −4−0.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 690 | $471.2K | 0.24% | 00.0% | Unchanged |
| Cynosure Management, LLC | 688 | $469.8K | 0.05% | −4−0.6% | Reduced |
| Verity & Verity, LLC | 687 | $469.2K | 0.04% | +3+0.4% | Added |
| Canandaigua National Bank & Trust Co | 687 | $469.2K | 0.04% | +687 | New |
| Sentry Investment Management LLC | 711 | $468.0K | 0.31% | −190−21.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 685 | $467.8K | 0.19% | −7−1.0% | Reduced |
| Prescott Group Capital Management, L.L.C. | 685 | $467.8K | 0.05% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $467.8K | 0.07% | 00.0% | Unchanged |
| Archetype Wealth Partners | 682 | $466.0K | 0.06% | +281+70.1% | Added |
| One Capital Management, LLC | 681 | $465.1K | 0.01% | +18+2.7% | Added |
| Ashton Thomas Securities, LLC | 679 | $463.7K | 0.06% | +68+11.1% | Added |
| HBW Advisory Services LLC | 679 | $463.5K | 0.05% | −17−2.4% | Reduced |
| Fullcircle Wealth LLC | 696 | $459.7K | 0.16% | +88+14.5% | Added |
| 3Chopt Investment Partners, LLC | 673 | $459.6K | 0.10% | −9−1.3% | Reduced |
| Planned Solutions, Inc. | 672 | $458.9K | 0.16% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 671 | $458.2K | 0.02% | +145+27.6% | Added |
| Three Bridge Wealth Advisors, LLC | 671 | $458.2K | 0.12% | −83−11.0% | Reduced |
| Westfuller Advisors, LLC | 671 | $458.0K | 0.21% | +332+97.9% | Added |
| Accelerate Investment Advisors LLC | 669 | $456.6K | 0.31% | −2−0.3% | Reduced |
| Woodstock Corp | 667 | $455.5K | 0.04% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 666 | $454.9K | 0.08% | +243+57.4% | Added |
| Bourgeon Capital Management LLC | 666 | $454.8K | 0.08% | −60−8.3% | Reduced |
| United Community Bank | 666 | $454.8K | 0.14% | +53+8.6% | Added |
| Saranac Partners Ltd | 665 | $454.1K | 0.08% | +125+23.1% | Added |
| Crews Bank & Trust | 665 | $454.1K | 0.07% | 00.0% | Unchanged |
| Tidemark, LLC | 664 | $453.5K | 0.13% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 689 | $452.3K | 0.06% | −596−46.4% | Reduced |
| Intellectus Partners, LLC | 660 | $450.7K | 0.09% | +660 | New |
| Integrated Investment Consultants, LLC | 659 | $450.0K | 0.08% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 654 | $446.6K | 0.03% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 690 | $446.4K | 0.30% | −1−0.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 650 | $444.0K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 650 | $443.9K | 0.03% | −238−26.8% | Reduced |
| Clark Financial Services Group Inc | 650 | $443.9K | 0.24% | +100+18.2% | Added |
| Monetary Management Group Inc | 650 | $443.9K | 0.10% | +650 | New |
| M3 Advisory Group, LLC | 647 | $442.0K | 0.28% | −2−0.3% | Reduced |
| Thomasville National Bank | 646 | $441.2K | 0.03% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 641 | $437.7K | 0.07% | +46+7.7% | Added |
| Cobblestone Capital Advisors LLC | 640 | $437.1K | 0.02% | −135−17.4% | Reduced |
| St. Louis Trust Co | 640 | $437.1K | 0.05% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 640 | $437.1K | 0.32% | 00.0% | Unchanged |
| CVA Family Office, LLC | 637 | $435.0K | 0.06% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 635 | $434.0K | 0.05% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 633 | $432.3K | 0.05% | +633 | New |
| WP Advisors, LLC | 632 | $431.9K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 628 | $428.9K | 0.18% | −12−1.9% | Reduced |
| Invesco, LLC | 627 | $428.3K | 0.14% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 625 | $426.8K | 0.45% | +202+47.8% | Added |
| Robertson Stephens Wealth Management, LLC | 623 | $425.9K | 0.01% | +98+18.7% | Added |
| Valtinson Bruner Financial Planning LLC | 623 | $425.3K | 0.13% | +1+0.2% | Added |
| Elyxium Wealth, LLC | 621 | $424.1K | 0.15% | +10+1.6% | Added |
| Ambassador Advisors, LLC | 620 | $423.4K | 0.06% | −83−11.8% | Reduced |
| Financial Consulate, Inc | 619 | $422.7K | 0.06% | +619 | New |
| Cercano Management LLC | 619 | $422.7K | 0.02% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 618 | $422.0K | 0.17% | −32−4.9% | Reduced |
| Security Financial Services, INC. | 616 | $420.7K | 0.07% | −21−3.3% | Reduced |
| Rossby Financial, LCC | 619 | $420.6K | 0.14% | −143−18.8% | Reduced |
| Diversified Investment Strategies, LLC | 614 | $419.3K | 0.27% | 00.0% | Unchanged |
| Jacobsen Capital Management | 614 | $419.3K | 0.14% | +1+0.2% | Added |
| TFB Advisors LLC | 638 | $419.3K | 0.12% | −218−25.5% | Reduced |
| James Hambro & Partners | 610 | $416.5K | 0.01% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 633 | $416.4K | 0.04% | +356+128.5% | Added |
| Cinctive Capital Management LP | 609 | $415.9K | 0.02% | +609 | New |
| NTV Asset Management LLC | 606 | $413.8K | 0.05% | +2+0.3% | Added |
| Bragg Financial Advisors, Inc | 604 | $412.5K | 0.01% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 604 | $412.5K | 0.07% | +314+108.3% | Added |
| Manchester Capital Management LLC | 603 | $412.0K | 0.06% | −324−35.0% | Reduced |
| Columbia Asset Management | 602 | $411.1K | 0.08% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 602 | $411.0K | 0.06% | +602 | New |
| Latko Wealth Management, Ltd. | 601 | $410.5K | 0.21% | −41−6.4% | Reduced |
| Select Asset Management & Trust | 600 | $410.0K | 0.13% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 600 | $409.7K | 0.13% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $409.7K | 0.28% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $409.7K | 0.02% | +1+0.2% | Added |
| Credit Capital Investments LLC | 600 | $409.7K | 0.46% | +600 | New |
| True North Advisors, LLC | 597 | $407.7K | 0.06% | +105+21.3% | Added |
| Proffitt & Goodson Inc | 594 | $405.6K | 0.06% | +14+2.4% | Added |
| Camden National Bank | 593 | $405.0K | 0.06% | −50−7.8% | Reduced |
| BankPlus Wealth Management LLC | 591 | $404.4K | 0.24% | +8+1.4% | Added |
| Pacific Wealth Management | 592 | $404.3K | 0.20% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 592 | $404.3K | 0.11% | 00.0% | Unchanged |
| Country Club Bank | 580 | $402.9K | 0.02% | −7−1.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 589 | $402.2K | 0.01% | −1,769−75.0% | Reduced |
| Cambria Investment Management, L.P. | 589 | $402.2K | 0.02% | +589 | New |
| Cedar Mountain Advisors, LLC | 586 | $400.3K | 0.08% | +5+0.9% | Added |
| LifeWealth Investments, LLC | 586 | $400.2K | 0.06% | −3−0.5% | Reduced |
| Main Street Financial Solutions, LLC | 584 | $399.0K | 0.03% | +329+129.0% | Added |
| Gilbert & Cook, Inc. | 582 | $397.5K | 0.05% | −1−0.2% | Reduced |
| Berkshire Bank | 581 | $396.8K | 0.09% | −17−2.8% | Reduced |
| Busey Wealth Management | 580 | $396.1K | 0.01% | −3−0.5% | Reduced |
| Salem Investment Counselors Inc | 579 | $395.4K | 0.01% | 00.0% | Unchanged |
| National Philanthropic Trust | 578 | $394.7K | 0.00% | +118+25.7% | Added |
| Armis Advisers, LLC | 583 | $394.5K | 0.04% | +583 | New |