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 |
|---|---|---|---|---|---|
| Somerville Kurt F | 460 | $314.1K | 0.05% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 459 | $313.5K | 0.04% | −6−1.3% | Reduced |
| KFA Private Wealth Group, LLC | 458 | $313.4K | 0.09% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 458 | $312.8K | 0.07% | −112−19.6% | Reduced |
| Guyasuta Investment Advisors Inc | 458 | $312.8K | 0.02% | +12+2.7% | Added |
| Jackson Square Capital, LLC | 457 | $312.1K | 0.07% | +31+7.3% | Added |
| Gallagher Capital Advisors, LLC | 2,456 | $310.9K | 0.18% | +2,456 | New |
| ORG Partners LLC | 455 | $310.9K | 0.06% | +57+14.3% | Added |
| Wynn Capital, LLC | 455 | $310.7K | 0.15% | 00.0% | Unchanged |
| SP Asset Management LLC | 454 | $310.3K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 451 | $308.2K | 0.06% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 451 | $308.0K | 0.03% | +1+0.2% | Added |
| Values Added Financial LLC | 450 | $307.3K | 0.14% | −10−2.2% | Reduced |
| Capital Analysts, LLC | 450 | $307.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 449 | $306.9K | 0.19% | −1−0.2% | Reduced |
| Benin Management CORP | 449 | $306.6K | 0.07% | 00.0% | Unchanged |
| LRI Investments, LLC | 448 | $306.2K | 0.03% | −37−7.6% | Reduced |
| Synergy Financial Group, LTD | 448 | $305.9K | 0.21% | −18−3.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 447 | $305.4K | 0.17% | +9+2.1% | Added |
| Abel Hall, LLC | 447 | $305.3K | 0.12% | +5+1.1% | Added |
| Arista Wealth Management, LLC | 446 | $304.6K | 0.04% | +14+3.2% | Added |
| Elser Financial Planning, Inc | 446 | $304.4K | 0.37% | −5−1.1% | Reduced |
| CenterBook Partners LP | 445 | $303.9K | 0.02% | −2,260−83.5% | Reduced |
| JB Capital LLC | 445 | $303.8K | 0.01% | −12−2.6% | Reduced |
| Balboa Wealth Partners | 444 | $302.9K | 0.05% | +147+49.5% | Added |
| Arete Wealth Advisors, LLC | 443 | $302.0K | 0.02% | −1,429−76.3% | Reduced |
| Eagle Wealth Strategies LLC | 442 | $301.8K | 0.15% | −18−3.9% | Reduced |
| Perfromance Wealth Partners, LLC | 441 | $301.2K | 0.01% | −55−11.1% | Reduced |
| Sax Wealth Advisors, LLC | 438 | $299.3K | 0.02% | +29+7.1% | Added |
| Legacy Advisors, LLC | 435 | $297.4K | 0.04% | +435 | New |
| Canopy Partners, LLC | 434 | $296.4K | 0.10% | +5+1.2% | Added |
| Financial Advisory Service, Inc. | 434 | $296.1K | 0.02% | +2+0.5% | Added |
| Syverson Strege & Co | 433 | $295.7K | 0.07% | −10−2.3% | Reduced |
| Concorde Asset Management, LLC | 438 | $295.7K | 0.12% | +438 | New |
| Paragon Private Wealth Management, LLC | 432 | $295.1K | 0.10% | +432 | New |
| Patrick M Sweeney & Associates, Inc | 432 | $295.0K | 0.19% | +31+7.7% | Added |
| Whalen Wealth Management Inc. | 432 | $295.0K | 0.17% | +432 | New |
| Tennessee Valley Asset Management Partners | 431 | $294.5K | 0.04% | +431 | New |
| Baker Boyer National Bank | 430 | $293.7K | 0.10% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 428 | $292.3K | 0.08% | −24−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 428 | $292.3K | 0.04% | +5+1.2% | Added |
| United Advisor Group, LLC | 428 | $292.3K | 0.04% | +428 | New |
| Cidel Asset Management Inc | 426 | $290.9K | 0.02% | 00.0% | Unchanged |
| Petix & Botte Co | 426 | $290.9K | 0.07% | +26+6.5% | Added |
| Portfolio Design Labs, LLC | 424 | $289.6K | 0.05% | −583−57.9% | Reduced |
| Sepio Capital, LP | 423 | $288.9K | 0.02% | +423 | New |
| Omega Financial Group, LLC | 422 | $288.2K | 0.10% | +422 | New |
| Eubel Brady & Suttman Asset Management Inc | 421 | $288.0K | 0.03% | +421 | New |
| Cornell Pochily Investment Advisors, Inc. | 421 | $287.6K | 0.09% | +421 | New |
| Balentine LLC | 420 | $286.8K | 0.01% | +10+2.4% | Added |
| Capital Advisors Inc | 419 | $286.1K | 0.00% | −3−0.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 418 | $285.4K | 0.07% | 00.0% | Unchanged |
| One River Asset Management, LLC | 415 | $283.4K | 0.91% | +415 | New |
| Moody National Bank Trust Division | 414 | $282.7K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 413 | $282.1K | 0.03% | +74+21.8% | Added |
| BetterWealth, LLC | 412 | $281.4K | 0.07% | +15+3.8% | Added |
| Nordwand Advisors, LLC | 411 | $281.0K | 0.04% | +125+43.7% | Added |
| Hall Laurie J Trustee | 410 | $280.0K | 0.09% | +10+2.5% | Added |
| Continuum Advisory, LLC | 410 | $280.0K | 0.03% | +128+45.4% | Added |
| Harbour Investments, Inc. | 410 | $279.9K | 0.01% | +47+12.9% | Added |
| Financial Engines Advisors L.L.C. | 407 | $277.9K | 0.00% | −123−23.2% | Reduced |
| Altfest L J & Co Inc | 407 | $277.9K | 0.03% | −38−8.5% | Reduced |
| Guardian Wealth Advisors, LLC | 407 | $277.9K | 0.02% | −11−2.6% | Reduced |
| Foster Group, Inc. | 406 | $277.4K | 0.01% | +67+19.8% | Added |
| Jeppson Wealth Management, LLC | 406 | $277.3K | 0.09% | 00.0% | Unchanged |
| Mma Asset Management LLC | 406 | $277.3K | 0.09% | +60+17.3% | Added |
| Physicians Financial Services, Inc. | 406 | $277.0K | 0.08% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 404 | $276.2K | 0.09% | 00.0% | Unchanged |
| Sageworth Trust Co | 403 | $275.2K | 0.01% | +403 | New |
| Berman McAleer LLC | 403 | $275.2K | 0.04% | +403 | New |
| IFG Advisory, LLC | 402 | $274.5K | 0.01% | −10−2.4% | Reduced |
| Corundum Group, Inc. | 401 | $273.8K | 0.11% | −32−7.4% | Reduced |
| Global Endowment Management, LP | 401 | $273.8K | 0.03% | +8+2.0% | Added |
| Triumph Capital Management | 400 | $273.2K | 0.07% | +400 | New |
| Intact Investment Management Inc. | 400 | $273.2K | 0.01% | −4,400−91.7% | Reduced |
| Freemont Management S.A. | 400 | $273.2K | 0.21% | −900−69.2% | Reduced |
| Carret Asset Management, LLC | 400 | $273.2K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $273.2K | 0.16% | 00.0% | Unchanged |
| LSV Asset Management | 400 | $273.0K | 0.00% | +400 | New |
| Lingohr & Partner Asset Management GmbH | 400 | $273.0K | 0.48% | +400 | New |
| ClearAlpha Technologies LP | 399 | $272.5K | 0.75% | +399 | New |
| TFR Capital, LLC. | 398 | $271.8K | 0.09% | +4+1.0% | Added |
| Pinnacle Bancorp, Inc. | 398 | $271.8K | 0.08% | +22+5.9% | Added |
| Walter & Keenan Financial Consulting Co | 397 | $271.1K | 0.08% | 00.0% | Unchanged |
| Concentrum Wealth Management | 396 | $270.4K | 0.08% | +7+1.8% | Added |
| Riversedge Advisors, LLC | 394 | $269.2K | 0.05% | +32+8.8% | Added |
| Kovack Advisors, Inc. | 394 | $268.8K | 0.03% | +5+1.3% | Added |
| LifePlan Investment Advisors, Inc. | 393 | $268.4K | 0.11% | −1−0.3% | Reduced |
| Grandfield & Dodd, LLC | 393 | $268.4K | 0.02% | +20+5.4% | Added |
| Drucker Wealth 3.0, LLC | 392 | $267.9K | 0.05% | +14+3.7% | Added |
| Center For Asset Management LLC | 392 | $267.7K | 0.14% | −36−8.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 392 | $267.7K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 390 | $266.3K | 0.04% | −5−1.3% | Reduced |
| Ignite Planners, LLC | 389 | $265.7K | 0.04% | +53+15.8% | Added |
| Red Wave Investments LLC | 389 | $265.7K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 388 | $265.0K | 0.06% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $265.0K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 390 | $264.9K | 0.01% | −66−14.5% | Reduced |
| Linscomb & Williams, Inc. | 387 | $264.3K | 0.01% | +7+1.8% | Added |
| Fortis Capital Management LLC | 386 | $263.9K | 0.04% | +39+11.2% | Added |