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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 152 | $103.8K | 0.02% | +6+4.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $102.0K | 0.03% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 174 | $101.1K | 0.00% | +7+4.2% | Added |
| Grey Fox Wealth Advisors, LLC | 144 | $98.3K | 0.02% | +144 | New |
| Provenance Wealth Advisors, LLC | 143 | $97.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 141 | $96.3K | 0.03% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 141 | $96.3K | 0.01% | +141 | New |
| Clark Wealth Partners | 140 | $92.6K | 0.06% | −11−7.3% | Reduced |
| Independence Bank of Kentucky | 135 | $92.2K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 134 | $91.5K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 130 | $88.9K | 0.01% | +107+465.2% | Added |
| Anfield Capital Management, LLC | 126 | $86.0K | 0.03% | +1+0.8% | Added |
| Cloud Capital Management, LLC | 125 | $85.0K | 0.04% | +125 | New |
| Deseret Mutual Benefit Administrators | 124 | $84.7K | 0.04% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 124 | $84.7K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 117 | $80.0K | 0.03% | +13+12.5% | Added |
| Islay Capital Management, LLC | 117 | $79.9K | 0.05% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 115 | $78.5K | 0.06% | +115 | New |
| Redwood Park Advisors LLC | 110 | $75.2K | 0.06% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 108 | $73.8K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 108 | $73.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 107 | $73.2K | 0.02% | +10+10.3% | Added |
| NVWM, LLC | 107 | $73.1K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $71.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 103 | $70.3K | 0.04% | +2+2.0% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $68.0K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 98 | $66.9K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 97 | $66.2K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 95 | $64.9K | 0.01% | +92+3,066.7% | Added |
| Rakuten Securities, Inc. | 94 | $64.2K | 0.02% | +20+27.0% | Added |
| Clear Street Markets LLC | 91 | $62.1K | 0.02% | +91 | New |
| Retirement Wealth Solutions LLC | 90 | $61.6K | 0.04% | −1−1.1% | Reduced |
| Hilltop National Bank | 89 | $60.8K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 86 | $58.7K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 86 | $58.6K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 89 | $58.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 85 | $57.8K | 0.01% | −3−3.4% | Reduced |
| Ransom Advisory, Ltd | 84 | $57.4K | 0.03% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 300 | $56.7K | 0.04% | +217+261.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 83 | $56.7K | 0.01% | +83 | New |
| Caitlin John, LLC | 81 | $55.5K | 0.04% | +81 | New |
| Atlantic Edge Private Wealth Management, LLC | 81 | $55.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 78 | $53.3K | 0.02% | +15+23.8% | Added |
| Raleigh Capital Management Inc. | 78 | $53.2K | 0.02% | −4−4.9% | Reduced |
| Westside Investment Management, Inc. | 77 | $52.3K | 0.01% | +43+126.5% | Added |
| CBIZ Investment Advisory Services, LLC | 76 | $51.9K | 0.00% | +4+5.6% | Added |
| Dunhill Financial, LLC | 75 | $51.5K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 75 | $51.2K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 72 | $49.2K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 71 | $48.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 71 | $48.2K | 0.01% | −34−32.4% | Reduced |
| Albion Financial Group | 70 | $47.8K | 0.00% | +20+40.0% | Added |
| First United Bank Trust | 68 | $46.4K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 67 | $45.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 67 | $45.8K | 0.01% | +5+8.1% | Added |
| Creative Financial Designs Inc | 65 | $44.4K | 0.00% | +4+6.6% | Added |
| Piscataqua Savings Bank | 65 | $44.4K | 0.03% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 63 | $43.0K | 0.01% | +1+1.6% | Added |
| Cetera Trust Company, N.A | 62 | $42.3K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 62 | $42.3K | 0.00% | +1+1.6% | Added |
| Howard Hughes Medical Institute | 60 | $41.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $41.0K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 60 | $41.0K | 0.08% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 59 | $40.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 57 | $38.9K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $38.2K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 56 | $38.2K | 0.01% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 55 | $38.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $36.9K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 54 | $36.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 52 | $35.5K | 0.01% | +52 | New |
| Richardson Financial Services Inc. | 51 | $34.8K | 0.02% | +21+70.0% | Added |
| City State Bank | 50 | $34.1K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $34.1K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $34.1K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 49 | $33.5K | 0.02% | +4+8.9% | Added |
| RMG Wealth Management LLC | 49 | $33.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $33.2K | 0.01% | +12+32.4% | Added |
| Pin Oak Investment Advisors Inc | 48 | $32.8K | 0.02% | +48 | New |
| MCF Advisors LLC | 47 | $32.1K | 0.00% | +8+20.5% | Added |
| MTM Investment Management, LLC | 47 | $32.1K | 0.01% | +27+135.0% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 45 | $30.0K | 0.01% | −1−2.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 41 | $28.1K | 0.00% | +15+57.7% | Added |
| Fairscale Capital, LLC | 41 | $28.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 41 | $27.9K | 0.00% | −20−32.8% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $27.3K | 0.00% | −71−64.0% | Reduced |
| LGT Financial Advisors LLC | 40 | $27.3K | 0.06% | 00.0% | Unchanged |
| Copia Wealth Management | 40 | $27.3K | 0.02% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 36 | $24.6K | 0.12% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 35 | $24.1K | 0.00% | −313−89.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 35 | $23.9K | 0.03% | −138−79.8% | Reduced |
| Tompkins Financial Corp | 35 | $23.9K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $23.9K | 0.00% | +3+9.4% | Added |
| Imprint Wealth LLC | 34 | $23.2K | 0.07% | +34 | New |
| Old Point Trust & Financial Services N A | 32 | $21.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 32 | $21.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $21.9K | 0.00% | +2+6.7% | Added |