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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 325 | $221.9K | 0.08% | −1−0.3% | Reduced |
| Osprey Private Wealth LLC | 325 | $221.9K | 0.08% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 325 | $221.9K | 0.10% | +9+2.8% | Added |
| Five Oceans Advisors | 324 | $221.3K | 0.08% | −20−5.8% | Reduced |
| Werba Rubin Papier Wealth Management | 323 | $220.6K | 0.04% | −24−6.9% | Reduced |
| Golden State Equity Partners | 322 | $220.1K | 0.04% | +322 | New |
| Covestor Ltd | 320 | $219.0K | 0.12% | +8+2.6% | Added |
| Goldstein Advisors, LLC | 321 | $218.9K | 0.03% | −65−16.8% | Reduced |
| Sound Income Strategies, LLC | 339 | $218.6K | 0.01% | +8+2.4% | Added |
| Journey Advisory Group, LLC | 320 | $218.5K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 319 | $217.8K | 0.03% | +319 | New |
| Intrua Financial, LLC | 318 | $217.0K | 0.03% | +318 | New |
| Naples Global Advisors, LLC | 317 | $216.8K | 0.02% | +63+24.8% | Added |
| Roman Butler Fullerton & Co | 329 | $215.5K | 0.06% | +52+18.8% | Added |
| Pine Haven Investment Counsel, Inc | 315 | $215.3K | 0.16% | +10+3.3% | Added |
| Enterprise Financial Services Corp | 315 | $215.1K | 0.11% | −34−9.7% | Reduced |
| Waddell & Associates, LLC | 314 | $214.4K | 0.02% | +314 | New |
| Retirement Solution Inc. | 314 | $214.2K | 0.05% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 313 | $213.8K | 0.07% | +4+1.3% | Added |
| Aspiriant, LLC | 310 | $211.9K | 0.01% | −57−15.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 310 | $211.7K | 0.01% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 310 | $211.7K | 0.03% | +310 | New |
| Hemington Wealth Management | 309 | $211.0K | 0.03% | −2−0.6% | Reduced |
| Optivise Advisory Services LLC | 309 | $210.9K | 0.13% | −37−10.7% | Reduced |
| Wealthstream Advisors, Inc. | 308 | $210.3K | 0.03% | −4−1.3% | Reduced |
| Uniting Wealth Partners, LLC | 308 | $210.3K | 0.05% | +308 | New |
| Intelligence Driven Advisers, LLC | 307 | $209.9K | 0.03% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 307 | $209.7K | 0.07% | −37−10.8% | Reduced |
| Azzad Asset Management Inc | 306 | $208.8K | 0.02% | −37−10.8% | Reduced |
| UMA Financial Services, Inc. | 305 | $208.3K | 0.03% | −1−0.3% | Reduced |
| Iron Financial, LLC | 305 | $208.3K | 0.10% | +305 | New |
| Advyzon Investment Management, LLC | 305 | $208.3K | 0.04% | +305 | New |
| Bell Bank | 304 | $207.6K | 0.01% | −2−0.7% | Reduced |
| Autumn Glory Partners, LLC | 304 | $207.6K | 0.09% | 00.0% | Unchanged |
| Burton Enright Welch | 303 | $206.9K | 0.03% | +13+4.5% | Added |
| Convergence Investment Partners, LLC | 301 | $205.7K | 0.05% | 00.0% | Unchanged |
| Foronjy Financial LLC | 301 | $205.7K | 0.09% | −10−3.2% | Reduced |
| 49 Wealth Management, LLC | 301 | $205.6K | 0.02% | +301 | New |
| Keebeck Alpha, LP | 301 | $205.6K | 0.29% | +301 | New |
| Cohen & Steers, Inc. | 300 | $205.0K | 0.00% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 300 | $204.9K | 0.01% | −90−23.1% | Reduced |
| Silver Lake Advisory, LLC | 300 | $204.9K | 0.08% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 300 | $204.9K | 0.13% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 300 | $204.9K | 0.00% | +300 | New |
| Prakash Investment Advisors LLC | 300 | $204.9K | 0.15% | +300 | New |
| Kesler, Norman & Wride, LLC | 326 | $204.8K | 0.04% | +326 | New |
| Brown Wealth Management, LLC | 299 | $204.2K | 0.06% | −9−2.9% | Reduced |
| North Forty Two & Co. | 298 | $203.5K | 0.20% | −50−14.4% | Reduced |
| Vaughan David Investments LLC | 297 | $203.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 296 | $202.1K | 0.07% | +18+6.5% | Added |
| Phillips Financial Management, LLC | 296 | $202.1K | 0.01% | +6+2.1% | Added |
| DT Investment Partners, LLC | 295 | $201.5K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 293 | $200.1K | 0.07% | −23−7.3% | Reduced |
| Ironvine Capital Partners, LLC | 293 | $200.1K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 290 | $198.0K | 0.01% | −228−44.0% | Reduced |
| JPL Wealth Management, LLC | 287 | $196.1K | 0.05% | +287 | New |
| Center for Financial Planning, Inc. | 283 | $193.3K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 274 | $187.1K | 0.01% | +274 | New |
| Murphy & Mullick Capital Management Corp | 269 | $183.7K | 0.14% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 260 | $177.5K | 0.04% | +248+2,066.7% | Added |
| Glen Eagle Advisors, LLC | 256 | $175.0K | 0.02% | +6+2.4% | Added |
| Washington Trust Advisors, Inc. | 255 | $173.9K | 0.01% | −13−4.9% | Reduced |
| Rise Advisors, LLC | 250 | $170.7K | 0.06% | +7+2.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 248 | $169.4K | 0.10% | +117+89.3% | Added |
| Financial Network Wealth Advisors LLC | 242 | $165.3K | 0.18% | +33+15.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 242 | $165.2K | 0.33% | −2,301−90.5% | Reduced |
| Wellington Shields & Co., LLC | 239 | $163.2K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 239 | $163.1K | 0.05% | +12+5.3% | Added |
| Farmers & Merchants Investments Inc | 233 | $159.1K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 231 | $157.8K | 0.15% | −9−3.8% | Reduced |
| Delta Asset Management LLC | 228 | $155.7K | 0.01% | 00.0% | Unchanged |
| Family Capital Trust Co | 219 | $149.6K | 0.05% | +219 | New |
| Corsicana & Co. | 217 | $148.2K | 0.08% | +217 | New |
| Horizon Bancorp Inc | 215 | $147.0K | 0.07% | +87+68.0% | Added |
| Salomon & Ludwin, LLC | 214 | $145.5K | 0.01% | +120+127.7% | Added |
| AdvisorNet Financial, Inc | 212 | $144.9K | 0.01% | −74−25.9% | Reduced |
| North Capital, Inc. | 212 | $144.8K | 0.11% | +6+2.9% | Added |
| St Germain D J Co Inc | 210 | $143.4K | 0.01% | +3+1.4% | Added |
| Cornerstone Planning Group LLC | 217 | $142.6K | 0.02% | +11+5.3% | Added |
| Ameriflex Group, Inc. | 206 | $140.7K | 0.05% | +206 | New |
| GW&K Investment Management, LLC | 202 | $138.0K | 0.00% | +16+8.6% | Added |
| Berbice Capital Management LLC | 200 | $136.6K | 0.08% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 199 | $135.9K | 0.09% | +1+0.5% | Added |
| Birch Capital Management, LLC | 197 | $134.5K | 0.07% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $131.8K | 0.07% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $127.7K | 0.07% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 186 | $127.0K | 0.05% | +186 | New |
| Avalon Trust Co | 183 | $125.0K | 0.01% | +6+3.4% | Added |
| Centaurus Financial, Inc. | 180 | $123.0K | 0.01% | +34+23.3% | Added |
| Indiana Trust & Investment Management CO | 180 | $122.9K | 0.04% | 00.0% | Unchanged |
| Guerra Advisors Inc | 172 | $117.5K | 0.04% | +172 | New |
| S&T Bank | 165 | $112.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 163 | $111.3K | 0.01% | −8−4.7% | Reduced |
| Alpine Bank Wealth Management | 162 | $110.6K | 0.02% | +1+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 161 | $109.9K | 0.01% | +7+4.5% | Added |
| Optiver Holding B.V. | 161 | $109.9K | 0.00% | +161 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 160 | $109.3K | 0.19% | −4−2.4% | Reduced |
| Solstein Capital, LLC | 159 | $108.6K | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 154 | $105.2K | 0.00% | −278−64.4% | Reduced |
| Coastline Trust Co | 153 | $104.5K | 0.01% | 00.0% | Unchanged |