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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 386 | $263.7K | 0.03% | −270−41.2% | Reduced |
| McDonald Partners LLC | 386 | $263.6K | 0.08% | +386 | New |
| Fortitude Advisory Group L.L.C. | 386 | $263.6K | 0.14% | +45+13.2% | Added |
| Figure 8 Investment Strategies LLC | 385 | $262.9K | 0.23% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 384 | $262.2K | 0.01% | +384 | New |
| Hutchens & Kramer Investment Management Group, LLC | 383 | $261.6K | 0.10% | +383 | New |
| Eagle Strategies LLC | 382 | $260.9K | 0.03% | −40−9.5% | Reduced |
| Caerus Investment Advisors, LLC | 382 | $260.9K | 0.11% | +382 | New |
| Fermata Advisors, LLC | 382 | $260.5K | 0.07% | +66+20.9% | Added |
| Sentinus, LLC | 381 | $260.2K | 0.06% | +381 | New |
| Farmers National Bank | 380 | $259.5K | 0.06% | +47+14.1% | Added |
| Colonial Trust Co | 379 | $259.1K | 0.03% | +26+7.4% | Added |
| Seldon Capital LP | 378 | $258.1K | 0.09% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 378 | $258.1K | 0.14% | +378 | New |
| Crawford Investment Counsel Inc | 377 | $257.5K | 0.00% | +17+4.7% | Added |
| DSG Capital Advisors, LLC | 376 | $256.8K | 0.04% | +1+0.3% | Added |
| MQS Management LLC | 376 | $256.8K | 0.15% | +376 | New |
| Advanced Asset Management Advisors Inc | 375 | $256.1K | 0.07% | 00.0% | Unchanged |
| PEAK6 LLC | 375 | $255.8K | 0.01% | +372+12,400.0% | Added |
| Lantz Financial LLC | 374 | $255.4K | 0.06% | +19+5.4% | Added |
| Samalin Investment Counsel, LLC | 373 | $255.0K | 0.09% | −25−6.3% | Reduced |
| First Citizens Financial Corp | 372 | $254.0K | 0.13% | +40+12.0% | Added |
| Covenant Asset Management, LLC | 371 | $253.4K | 0.05% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 371 | $253.4K | 0.08% | +10+2.8% | Added |
| Pacitti Group Inc. | 371 | $253.2K | 0.10% | 00.0% | Unchanged |
| Park Place Capital Corp | 370 | $252.7K | 0.05% | +25+7.2% | Added |
| PUREfi Wealth, LLC | 369 | $252.2K | 0.19% | +16+4.5% | Added |
| Citrine Capital LLC | 369 | $252.0K | 0.12% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 369 | $252.0K | 0.16% | +31+9.2% | Added |
| Berkshire Asset Management LLC | 368 | $251.3K | 0.01% | −5−1.3% | Reduced |
| Gemmer Asset Management LLC | 368 | $251.3K | 0.02% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 366 | $250.0K | 0.05% | −16−4.2% | Reduced |
| Nilsine Partners, LLC | 366 | $249.9K | 0.02% | +21+6.1% | Added |
| Archer Investment Corp | 365 | $248.9K | 0.06% | +150+69.8% | Added |
| Heritage Investment Group, Inc. | 364 | $248.5K | 0.04% | 00.0% | Unchanged |
| Luminvest Wealth Management LLC | 363 | $247.9K | 0.08% | −37−9.3% | Reduced |
| OneAscent Wealth Management LLC | 363 | $247.9K | 0.08% | −1−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 367 | $247.9K | 0.05% | −10−2.7% | Reduced |
| Green Harvest Asset Management LLC | 361 | $246.6K | 0.00% | −4−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 361 | $246.5K | 0.01% | +9+2.6% | Added |
| May Hill Capital, LLC | 359 | $245.2K | 0.07% | +14+4.1% | Added |
| Associated Banc-Corp | 359 | $245.2K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 358 | $244.9K | 0.08% | −15−4.0% | Reduced |
| XML Financial, LLC | 358 | $244.7K | 0.02% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 358 | $244.5K | 0.03% | +358 | New |
| Davidson Trust Co | 357 | $243.8K | 0.10% | +357 | New |
| Fedenia Advisers LLC | 356 | $243.1K | 0.10% | +356 | New |
| Silver Grove Financial Group, Inc. | 355 | $242.7K | 0.23% | +355 | New |
| Golden State Wealth Management, LLC | 354 | $241.8K | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 354 | $241.8K | 0.06% | +43+13.8% | Added |
| Bank of Stockton | 353 | $241.1K | 0.07% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 353 | $241.1K | 0.04% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 352 | $240.6K | 0.07% | −3−0.8% | Reduced |
| Sandy Cove Advisors, LLC | 352 | $240.4K | 0.08% | +3+0.9% | Added |
| Patton Fund Management, Inc. | 352 | $240.4K | 0.04% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 352 | $240.4K | 0.06% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $240.4K | 0.18% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 352 | $240.1K | 0.03% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 351 | $239.7K | 0.04% | +32+10.0% | Added |
| Marino, Stram & Associates LLC | 351 | $239.4K | 0.04% | +1+0.3% | Added |
| Brooklyn FI, LLC | 350 | $239.0K | 0.05% | −101−22.4% | Reduced |
| WealthPLAN Partners, LLC | 350 | $239.0K | 0.04% | +350 | New |
| Fiduciary Family Office, LLC | 347 | $236.7K | 0.07% | −105−23.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 346 | $236.3K | 0.14% | −6−1.7% | Reduced |
| Clarkston Capital Partners, LLC | 346 | $236.3K | 0.01% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 345 | $235.7K | 0.02% | +21+6.5% | Added |
| West Bancorporation Inc | 345 | $235.6K | 0.13% | −26−7.0% | Reduced |
| NovaPoint Capital, LLC | 344 | $234.9K | 0.06% | +344 | New |
| Creekmur Asset Management LLC | 342 | $233.8K | 0.04% | −163−32.3% | Reduced |
| Blue Chip Partners, Inc. | 342 | $233.6K | 0.02% | +10+3.0% | Added |
| Ameritas Advisory Services, LLC | 342 | $233.4K | 0.02% | +13+4.0% | Added |
| Cadent Capital Advisors, LLC | 341 | $232.9K | 0.06% | −1−0.3% | Reduced |
| Alpha Cubed Investments, LLC | 341 | $232.8K | 0.01% | −19−5.3% | Reduced |
| Motive Wealth Advisors | 340 | $232.2K | 0.10% | −3−0.9% | Reduced |
| Certified Advisory Corp | 340 | $231.9K | 0.02% | −113−24.9% | Reduced |
| Royal Fund Management, LLC | 339 | $231.4K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 340 | $231.0K | 0.06% | +23+7.3% | Added |
| Chancellor Financial Group WB LP | 337 | $230.1K | 0.16% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 337 | $230.1K | 0.11% | +49+17.0% | Added |
| Claret Asset Management Corp | 337 | $230.0K | 0.03% | −4−1.2% | Reduced |
| Braun-Bostich & Associates Inc. | 336 | $229.5K | 0.14% | −3−0.9% | Reduced |
| Putney Financial Group LLC | 335 | $228.8K | 0.23% | −50−13.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 334 | $228.1K | 0.02% | −4−1.2% | Reduced |
| Verus Capital Partners, LLC | 333 | $227.6K | 0.02% | +43+14.8% | Added |
| Phillips Wealth Planners LLC | 339 | $227.2K | 0.19% | +339 | New |
| Galvin, Gaustad & Stein, LLC | 332 | $226.8K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 332 | $226.7K | 0.05% | −2,121−86.5% | Reduced |
| Seeds Investor LLC | 332 | $226.5K | 0.05% | −159−32.4% | Reduced |
| YANKCOM Partnership | 331 | $226.1K | 0.10% | +2+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 330 | $225.4K | 0.02% | +22+7.1% | Added |
| Centurion Wealth Management LLC | 329 | $225.0K | 0.05% | +53+19.2% | Added |
| Eqis Capital Management, Inc. | 329 | $224.8K | 0.06% | −2,233−87.2% | Reduced |
| Consolidated Capital Management, LLC | 329 | $224.7K | 0.08% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 329 | $224.7K | 0.10% | −1,473−81.7% | Reduced |
| Bayforest Capital Ltd | 328 | $224.0K | 0.11% | −659−66.8% | Reduced |
| Renasant Bank | 327 | $223.3K | 0.14% | −14−4.1% | Reduced |
| WPG Advisers, LLC | 326 | $222.6K | 0.17% | −9−2.7% | Reduced |
| Trilogy Capital Inc. | 326 | $222.6K | 0.01% | +10+3.2% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 326 | $222.6K | 0.01% | +326 | New |
| Echo45 Advisors LLC | 326 | $222.5K | 0.13% | −6−1.8% | Reduced |