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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 577 | $394.0K | 0.02% | +206+55.5% | Added |
| New England Research & Management, Inc. | 575 | $392.7K | 0.18% | −11−1.9% | Reduced |
| Catalyst Capital Advisors LLC | 573 | $391.3K | 0.01% | −48−7.7% | Reduced |
| Wealth Management Associates, Inc. | 571 | $389.9K | 0.14% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 571 | $389.7K | 0.08% | +1+0.2% | Added |
| Belpointe Asset Management LLC | 570 | $389.3K | 0.01% | −69−10.8% | Reduced |
| Klingman & Associates, LLC | 569 | $388.6K | 0.02% | −104−15.5% | Reduced |
| Bourne Lent Asset Management Inc | 566 | $386.5K | 0.14% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 565 | $385.8K | 0.09% | +20+3.7% | Added |
| South State Corp. | 564 | $385.2K | 0.02% | −37−6.2% | Reduced |
| Bryce Point Capital, LLC | 564 | $385.2K | 0.47% | −414−42.3% | Reduced |
| Corton Capital Inc. | 562 | $383.8K | 0.94% | +562 | New |
| Telos Capital Management, Inc. | 560 | $382.4K | 0.04% | −25−4.3% | Reduced |
| Trust Co of Toledo NA | 556 | $379.7K | 0.04% | +92+19.8% | Added |
| Aviso Wealth Management | 553 | $377.7K | 0.16% | −8−1.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 553 | $377.5K | 0.03% | +525+1,875.0% | Added |
| Libra Wealth LLC | 552 | $377.0K | 0.11% | −21−3.7% | Reduced |
| Lafayette Investments, Inc. | 549 | $374.9K | 0.07% | +48+9.6% | Added |
| Venture Visionary Partners LLC | 548 | $374.2K | 0.01% | −3−0.5% | Reduced |
| Tufton Capital Management | 549 | $374.0K | 0.07% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 546 | $373.1K | 0.07% | 00.0% | Unchanged |
| Apeiron RIA LLC | 569 | $373.0K | 0.08% | −198−25.8% | Reduced |
| Simmons Bank | 545 | $372.2K | 0.02% | −59−9.8% | Reduced |
| D'Orazio & Associates, Inc. | 543 | $370.9K | 0.05% | +3+0.6% | Added |
| Kingswood Wealth Advisors, LLC | 543 | $370.9K | 0.02% | −12−2.2% | Reduced |
| Opal Wealth Advisors, LLC | 543 | $370.8K | 0.10% | +40+8.0% | Added |
| AGH Wealth Advisors, LLC | 542 | $370.1K | 0.27% | −59−9.8% | Reduced |
| Schnieders Capital Management, LLC. | 542 | $370.1K | 0.07% | +542 | New |
| Integrity Alliance, LLC. | 541 | $369.5K | 0.02% | +96+21.6% | Added |
| a16z Perennial Management, L.P. | 541 | $369.5K | 0.03% | +541 | New |
| MFA Wealth Services | 538 | $367.7K | 0.25% | +9+1.7% | Added |
| Tranquility Partners, LLC | 537 | $366.7K | 0.12% | −5−0.9% | Reduced |
| Western Wealth Management, LLC | 534 | $364.7K | 0.02% | +15+2.9% | Added |
| Wolff Wiese Magana LLC | 533 | $364.0K | 0.21% | +12+2.3% | Added |
| Kera Capital Partners, Inc. | 531 | $362.6K | 0.05% | −142−21.1% | Reduced |
| Wealth Management Partners, LLC | 531 | $362.6K | 0.12% | −10−1.8% | Reduced |
| Avidian Wealth Solutions, LLC | 531 | $362.3K | 0.01% | +47+9.7% | Added |
| Wealthcare Advisory Partners LLC | 530 | $362.2K | 0.01% | −46−8.0% | Reduced |
| Resources Management Corp | 530 | $362.0K | 0.05% | 00.0% | Unchanged |
| SMART Wealth LLC | 528 | $360.7K | 0.14% | −165−23.8% | Reduced |
| Capital Investment Counsel, LLC | 526 | $359.2K | 0.05% | +40+8.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 523 | $357.2K | 0.20% | −440−45.7% | Reduced |
| Powell Investment Advisors, LLC | 523 | $357.2K | 0.12% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 523 | $357.1K | 0.16% | +1+0.2% | Added |
| BlackDiamond Wealth Management Inc. | 520 | $355.1K | 0.19% | −54−9.4% | Reduced |
| Proficio Capital Partners LLC | 519 | $354.4K | 0.02% | −1,273−71.0% | Reduced |
| VisionPoint Advisory Group, LLC | 519 | $354.4K | 0.07% | +153+41.8% | Added |
| Kuhn & Co Investment Counsel | 516 | $352.4K | 0.28% | −4−0.8% | Reduced |
| TLW Wealth Management, LLC | 515 | $351.7K | 0.20% | −459−47.1% | Reduced |
| Chilton Capital Management LLC | 515 | $351.7K | 0.01% | −330−39.1% | Reduced |
| Prelude Capital Management, LLC | 514 | $351.0K | 0.03% | −761−59.7% | Reduced |
| Highline Wealth Partners LLC | 514 | $350.8K | 0.09% | +7+1.4% | Added |
| RWM Asset Management, LLC | 513 | $350.3K | 0.04% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 512 | $349.6K | 0.00% | +512 | New |
| New Millennium Group LLC | 512 | $349.5K | 0.16% | −51−9.1% | Reduced |
| GenTrust, LLC | 511 | $348.8K | 0.02% | +86+20.2% | Added |
| MN Wealth Advisors, LLC | 510 | $348.6K | 0.19% | +22+4.5% | Added |
| Lionshead Wealth Management, LLC | 510 | $348.3K | 0.28% | +11+2.2% | Added |
| Warren Street Wealth Advisors, LLC | 509 | $347.6K | 0.10% | +17+3.5% | Added |
| Elgethun Capital Management | 506 | $346.3K | 0.06% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 507 | $346.2K | 0.08% | −19−3.6% | Reduced |
| Principal Street Partners, LLC | 506 | $345.6K | 0.06% | −506−50.0% | Reduced |
| Daymark Wealth Partners, LLC | 505 | $344.9K | 0.01% | +505 | New |
| Invenio Wealth Partners LLC | 505 | $344.9K | 0.13% | −11−2.1% | Reduced |
| Polymer Capital Management (US) LLC | 505 | $344.9K | 0.05% | +505 | New |
| Strategic Blueprint, LLC | 505 | $344.6K | 0.02% | −32−6.0% | Reduced |
| Planning Alternatives Ltd | 504 | $344.5K | 0.04% | +80+18.9% | Added |
| McLean Asset Management Corp | 511 | $342.5K | 0.07% | −11−2.1% | Reduced |
| Maytus Capital Management, LLC | 500 | $341.5K | 0.07% | −17,594−97.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 500 | $341.5K | 0.05% | +500 | New |
| K.J. Harrison & Partners Inc | 500 | $340.9K | 0.05% | 00.0% | Unchanged |
| Clarendon Private LLC | 499 | $340.9K | 0.31% | +499 | New |
| Channel Wealth LLC | 498 | $340.1K | 0.09% | +13+2.7% | Added |
| Sandhill Capital Partners LLC | 497 | $339.4K | 0.02% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 497 | $339.4K | 0.25% | +94+23.3% | Added |
| Shepherd Financial Partners LLC | 496 | $338.6K | 0.03% | +12+2.5% | Added |
| Rosenberg Matthew Hamilton | 494 | $337.4K | 0.07% | +14+2.9% | Added |
| McAdam, LLC | 492 | $336.0K | 0.02% | +147+42.6% | Added |
| Nwam LLC | 502 | $335.2K | 0.02% | +189+60.4% | Added |
| Studio Investment Management LLC | 489 | $333.9K | 0.06% | −9−1.8% | Reduced |
| Tanager Wealth Management LLP | 488 | $333.3K | 0.03% | +23+4.9% | Added |
| Blue Sky Capital Consultants Group, Inc. | 487 | $332.6K | 0.15% | −2−0.4% | Reduced |
| Full Sail Capital, LLC | 485 | $331.2K | 0.02% | +485 | New |
| Twinbeech Capital LP | 481 | $328.5K | 0.01% | −48,468−99.0% | Reduced |
| Postrock Partners LLC | 481 | $328.5K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 479 | $326.8K | 0.06% | −32−6.3% | Reduced |
| New Republic Capital, LLC | 478 | $326.7K | 0.10% | −26−5.2% | Reduced |
| Marietta Investment Partners LLC | 476 | $325.1K | 0.06% | −3−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 476 | $325.1K | 0.07% | +154+47.8% | Added |
| Geneos Wealth Management Inc. | 475 | $324.3K | 0.01% | −1,077−69.4% | Reduced |
| Essex Savings Bank | 473 | $323.0K | 0.07% | −3−0.6% | Reduced |
| Purkiss Capital Advisors LLC | 472 | $322.3K | 0.15% | +21+4.7% | Added |
| Optimize Financial Inc | 469 | $320.3K | 0.17% | +116+32.9% | Added |
| LifeSteps Financial, Inc. | 467 | $318.9K | 0.20% | +13+2.9% | Added |
| Gallacher Capital Management LLC | 465 | $317.9K | 0.13% | +30+6.9% | Added |
| Brown Miller Wealth Management, LLC | 464 | $316.9K | 0.09% | +46+11.0% | Added |
| Vigilare Wealth Management | 463 | $316.2K | 0.11% | −153−24.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 463 | $316.2K | 0.02% | −150−24.5% | Reduced |
| Impact Capital Partners LLC | 462 | $315.5K | 0.09% | −8−1.7% | Reduced |
| Perennial Investment Advisors, LLC | 460 | $314.2K | 0.03% | −190−29.2% | Reduced |