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
- 2,199
- +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
- 722 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 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 49,595 | $33.9M | 0.04% | −168,326−77.2% | Reduced |
| Dearborn Partners LLC | 49,417 | $33.7M | 1.58% | −712−1.4% | Reduced |
| North Star Asset Management Inc | 49,303 | $33.7M | 1.37% | −200−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 49,277 | $33.7M | 0.37% | +7,582+18.2% | Added |
| Aureus Asset Management, LLC | 48,893 | $33.4M | 2.17% | +38,983+393.4% | Added |
| Haverford Trust Co | 48,743 | $33.3M | 0.30% | −1,978−3.9% | Reduced |
| CIBC Bancorp USA Inc. | 48,699 | $33.3M | 0.20% | +48,699 | New |
| Milestone Resources Group Ltd | 48,454 | $33.1M | 1.66% | −123,650−71.8% | Reduced |
| Fifth Third Bancorp | 48,121 | $32.9M | 0.11% | +90+0.2% | Added |
| Crossmark Global Holdings, Inc. | 47,629 | $32.5M | 0.49% | +6,503+15.8% | Added |
| Troy Asset Management Ltd | 47,247 | $32.3M | 0.83% | +316+0.7% | Added |
| Martingale Asset Management L P | 47,121 | $32.2M | 0.81% | −3,292−6.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 48,895 | $32.2M | 0.05% | +9,566+24.3% | Added |
| Hamilton Capital Partners Inc. | 46,983 | $32.1M | 1.33% | +4,829+11.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 46,637 | $31.8M | 0.56% | +3,655+8.5% | Added |
| Randolph Co Inc | 46,458 | $31.7M | 3.08% | +31+0.1% | Added |
| London & Capital Asset Management Ltd | 46,215 | $31.6M | 2.25% | +12,586+37.4% | Added |
| M&T Bank Corp | 45,248 | $30.9M | 0.10% | −6,364−12.3% | Reduced |
| Utah Retirement Systems | 45,087 | $30.8M | 0.30% | +60+0.1% | Added |
| Varma Mutual Pension Insurance Co | 45,058 | $30.8M | 0.20% | +3,600+8.7% | Added |
| Sterling Capital Management LLC | 45,013 | $30.7M | 0.45% | −5,759−11.3% | Reduced |
| USS Investment Management Ltd | 44,495 | $30.4M | 0.15% | −200.0% | Reduced |
| Shelton Capital Management | 44,431 | $30.3M | 0.65% | +2,975+7.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 44,036 | $30.1M | 0.24% | +2,568+6.2% | Added |
| Osterweis Capital Management Inc | 43,896 | $30.0M | 1.35% | +622+1.4% | Added |
| Generate Investment Management Ltd | 43,777 | $29.9M | 1.52% | +43,777 | New |
| Dundas Partners LLP | 43,762 | $29.9M | 2.11% | +6,874+18.6% | Added |
| Davidson Investment Advisors | 43,627 | $29.8M | 1.26% | +228+0.5% | Added |
| Argent Capital Management LLC | 43,588 | $29.8M | 0.81% | +649+1.5% | Added |
| Clifford Swan Investment Counsel LLC | 43,244 | $29.5M | 0.98% | −392−0.9% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 42,900 | $29.3M | 0.22% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 42,885 | $29.2M | 0.04% | +6,769+18.7% | Added |
| JustInvest LLC | 42,683 | $29.2M | 0.30% | −956−2.2% | Reduced |
| Wealthfront Advisers LLC | 42,462 | $29.0M | 0.07% | −40−0.1% | Reduced |
| Achmea Investment Management B.V. | 42,311 | $28.9M | 0.36% | +419+1.0% | Added |
| Zacks Investment Management | 42,250 | $28.9M | 0.23% | +1,014+2.5% | Added |
| Factory Mutual Insurance Co | 42,200 | $28.8M | 0.28% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 42,107 | $28.8M | 1.21% | −444−1.0% | Reduced |
| Battery Global Advisors, LLC | 40,956 | $28.0M | 13.15% | −1,241−2.9% | Reduced |
| New York Life Investment Management LLC | 40,791 | $27.9M | 0.24% | −1,039−2.5% | Reduced |
| Trinity Street Asset Management LLP | 40,766 | $27.8M | 1.90% | −167−0.4% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 40,405 | $27.6M | 6.83% | +4,568+12.7% | Added |
| Wendell David Associates Inc | 40,374 | $27.6M | 2.72% | +457+1.1% | Added |
| Federated Hermes, Inc. | 40,214 | $27.5M | 0.05% | +15,340+61.7% | Added |
| Steel Peak Wealth Management LLC | 40,207 | $27.5M | 0.92% | +22,262+124.1% | Added |
| United Capital Financial Advisers, LLC | 39,647 | $27.1M | 0.19% | −6,293−13.7% | Reduced |
| Talbot Financial, LLC | 39,409 | $26.9M | 2.28% | +2,988+8.2% | Added |
| McDaniel Terry & Co | 39,280 | $26.8M | 2.16% | +70.0% | Added |
| Prudential PLC | 39,159 | $26.7M | 0.20% | +576+1.5% | Added |
| Nan Fung Trinity (HK) Ltd | 39,070 | $26.7M | 2.66% | +3,300+9.2% | Added |
| Mercer Global Advisors Inc | 38,733 | $26.5M | 0.04% | −255−0.7% | Reduced |
| Rockefeller Capital Management L.P. | 38,394 | $26.2M | 0.05% | +5,308+16.0% | Added |
| Renaissance Group LLC | 38,282 | $26.1M | 0.99% | −7,057−15.6% | Reduced |
| Commonwealth Equity Services, LLC | 38,220 | $26.1M | 0.03% | −884−2.3% | Reduced |
| Tran Capital Management, L.P. | 37,981 | $25.9M | 3.10% | −3,121−7.6% | Reduced |
| Elo Mutual Pension Insurance Co | 37,584 | $25.7M | 0.42% | +72+0.2% | Added |
| Teachers Retirement System of the State of Kentucky | 37,377 | $25.5M | 0.19% | +442+1.2% | Added |
| Ci Investments Inc. | 37,351 | $25.5M | 0.09% | +5,688+18.0% | Added |
| Rockland Trust Co | 37,230 | $25.4M | 1.04% | +200+0.5% | Added |
| Umb Bank N A | 37,175 | $25.4M | 0.37% | −1,027−2.7% | Reduced |
| Close Asset Management Ltd | 36,877 | $25.2M | 0.56% | +30,254+456.8% | Added |
| Aptus Capital Advisors, LLC | 36,787 | $25.1M | 0.23% | +1,594+4.5% | Added |
| MML Investors Services, LLC | 36,449 | $24.9M | 0.07% | +4,062+12.5% | Added |
| CWM, LLC | 36,436 | $24.9M | 0.07% | +10,520+40.6% | Added |
| State of Alaska, Department of Revenue | 36,052 | $24.6M | 0.25% | +4,644+14.8% | Added |
| Meridiem Capital Partners LP | 35,987 | $24.6M | 1.69% | +35,987 | New |
| Public Employees Retirement Association of Colorado | 35,938 | $24.5M | 0.09% | −872−2.4% | Reduced |
| Moran Wealth Management, LLC | 35,879 | $24.5M | 0.74% | −1,581−4.2% | Reduced |
| Louisiana State Employees Retirement System | 34,900 | $23.8M | 0.40% | −300−0.9% | Reduced |
| ASR Vermogensbeheer N.V. | 34,490 | $23.6M | 0.29% | −175−0.5% | Reduced |
| Harvest Portfolios Group Inc. | 34,215 | $23.4M | 0.43% | −2,313−6.3% | Reduced |
| Andra AP-fonden | 34,144 | $23.3M | 0.30% | +16,800+96.9% | Added |
| Sit Investment Associates Inc | 34,012 | $23.2M | 0.47% | +2,812+9.0% | Added |
| Addenda Capital Inc. | 33,931 | $23.2M | 0.69% | +10,180+42.9% | Added |
| Mutual of America Capital Management LLC | 33,929 | $23.2M | 0.24% | −1,892−5.3% | Reduced |
| Geneva Capital Management LLC | 33,793 | $23.1M | 0.40% | −1,605−4.5% | Reduced |
| Brinker Capital Investments, LLC | 33,688 | $23.0M | 0.18% | −1,068−3.1% | Reduced |
| Janney Montgomery Scott LLC | 33,668 | $23.0M | 0.05% | +1,491+4.6% | Added |
| Regions Financial Corp | 33,652 | $23.0M | 0.15% | −1,735−4.9% | Reduced |
| Nearwater Capital Markets, Ltd | 33,600 | $22.9M | 0.31% | +20,600+158.5% | Added |
| 1832 Asset Management L.P. | 33,561 | $22.9M | 0.04% | +13,834+70.1% | Added |
| iA Global Asset Management Inc. | 33,368 | $22.8M | 0.31% | +2,092+6.7% | Added |
| Lyell Wealth Management, LP | 33,084 | $22.6M | 1.68% | +1,409+4.4% | Added |
| Yousif Capital Management, LLC | 32,805 | $22.4M | 0.24% | −1,503−4.4% | Reduced |
| Bailard, Inc. | 32,777 | $22.4M | 0.49% | +316+1.0% | Added |
| Lido Advisors, LLC | 32,606 | $22.3M | 0.09% | −4,007−10.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 32,567 | $22.2M | 1.20% | +32,567 | New |
| Tiaa Trust, National Association | 32,318 | $22.1M | 0.05% | −15,545−32.5% | Reduced |
| GWM Advisors LLC | 32,309 | $22.1M | 0.10% | +1,948+6.4% | Added |
| Hantz Financial Services, Inc. | 31,871 | $21.8M | 0.33% | +10,661+50.3% | Added |
| Oregon Public Employees Retirement Fund | 31,852 | $21.8M | 0.28% | +7,700+31.9% | Added |
| Bridges Investment Management Inc | 31,625 | $21.6M | 0.28% | +346+1.1% | Added |
| Ethic Inc. | 31,544 | $21.5M | 0.35% | +260+0.8% | Added |
| L1 Capital International Pty Ltd | 31,476 | $21.5M | 4.49% | +9,743+44.8% | Added |
| Segment Wealth Management, LLC | 31,361 | $21.4M | 1.28% | +158+0.5% | Added |
| Hillman Co | 30,968 | $21.1M | 6.53% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 30,726 | $21.0M | 0.08% | +8,291+37.0% | Added |
| Trajan Wealth LLC | 30,698 | $21.0M | 0.91% | −1,404−4.4% | Reduced |
| Abner Herrman & Brock LLC | 30,678 | $20.9M | 2.16% | −60.0% | Reduced |
| OP Asset Management Ltd | 30,651 | $20.9M | 0.28% | +536+1.8% | Added |