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 |
|---|---|---|---|---|---|
| Evergreen Private Wealth LLC | 7,675 | $5.24M | 2.12% | −140−1.8% | Reduced |
| Howard Capital Management Inc. | 7,606 | $5.19M | 0.07% | −78−1.0% | Reduced |
| Insight Holdings Group, LLC | 7,600 | $5.19M | 0.32% | −3,800−33.3% | Reduced |
| Sand Hill Global Advisors, LLC | 7,578 | $5.17M | 0.18% | −153−2.0% | Reduced |
| Commerzbank Aktiengesellschaft | 7,564 | $5.17M | 0.11% | +5,222+223.0% | Added |
| MUFG Securities Americas Inc. | 7,522 | $5.14M | 0.33% | +1,326+21.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,475 | $5.10M | 2.93% | −40−0.5% | Reduced |
| Redmond Asset Management, LLC | 7,459 | $5.09M | 1.25% | −103−1.4% | Reduced |
| Employees Retirement System of Texas | 7,389 | $5.05M | 0.04% | +2,923+65.5% | Added |
| Baer Investment Advisory LLC | 7,332 | $5.01M | 6.26% | +2,745+59.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,186 | $4.91M | 0.32% | −242−3.3% | Reduced |
| Axxcess Wealth Management, LLC | 7,171 | $4.90M | 0.10% | −854−10.6% | Reduced |
| Whitford Management LLC | 7,168 | $4.90M | 4.93% | +2,290+46.9% | Added |
| Allen Capital Group, LLC | 7,136 | $4.87M | 0.47% | +859+13.7% | Added |
| Mission Creek Capital Partners, Inc. | 7,122 | $4.86M | 0.96% | +961+15.6% | Added |
| Bogart Wealth, LLC | 7,105 | $4.85M | 0.20% | +7,031+9,501.4% | Added |
| Twin Capital Management Inc | 7,082 | $4.84M | 0.61% | −2,321−24.7% | Reduced |
| Leonteq Securities AG | 7,048 | $4.81M | 0.26% | +6,447+1,072.7% | Added |
| Shell Asset Management Co | 7,046 | $4.81M | 0.48% | −17,461−71.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 7,037 | $4.81M | 0.30% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,027 | $4.80M | 0.08% | +7,027 | New |
| Dorsey Wright & Associates | 7,020 | $4.79M | 1.07% | +370+5.6% | Added |
| Ostrum Asset Management | 7,001 | $4.78M | 0.21% | +2,858+69.0% | Added |
| Interval Partners, LP | 7,000 | $4.78M | 0.10% | −8,902−56.0% | Reduced |
| Gamco Investors, Inc. Et Al | 6,947 | $4.74M | 0.05% | −45−0.6% | Reduced |
| Cohen Investment Advisors LLC | 6,939 | $4.74M | 2.30% | +185+2.7% | Added |
| Vise Technologies, Inc. | 6,930 | $4.73M | 0.18% | +539+8.4% | Added |
| Watchman Group, Inc. | 6,894 | $4.71M | 1.14% | +47+0.7% | Added |
| Stokes Capital Advisors, LLC | 6,874 | $4.69M | 1.09% | −54−0.8% | Reduced |
| LGT Fund Management Co Ltd. | 6,907 | $4.69M | 0.38% | +1,408+25.6% | Added |
| Phoenix Holdings Ltd. | 6,839 | $4.67M | 0.06% | −7,022−50.7% | Reduced |
| Princeton Global Asset Management LLC | 6,803 | $4.65M | 0.77% | +2,686+65.2% | Added |
| ABN AMRO Bank N.V. | 6,817 | $4.64M | 0.05% | +1,467+27.4% | Added |
| Independent Advisor Alliance | 6,767 | $4.62M | 0.12% | −3,391−33.4% | Reduced |
| Pitcairn Co | 6,753 | $4.61M | 0.36% | −2,654−28.2% | Reduced |
| Alps Advisors Inc | 6,690 | $4.57M | 0.03% | +729+12.2% | Added |
| Meeder Advisory Services, Inc. | 6,669 | $4.55M | 0.21% | −6−0.1% | Reduced |
| Quadrant Capital Group LLC | 6,618 | $4.52M | 0.15% | +10+0.2% | Added |
| Two Sigma Advisers, LP | 6,600 | $4.51M | 0.01% | −420,100−98.5% | Reduced |
| Everence Capital Management Inc | 6,540 | $4.47M | 0.27% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 6,442 | $4.40M | 0.08% | +138+2.2% | Added |
| Cypress Capital Group | 6,420 | $4.38M | 0.52% | −30.0% | Reduced |
| Parsons Capital Management Inc | 6,401 | $4.37M | 0.25% | −56−0.9% | Reduced |
| Reuter James Wealth Management, LLC | 6,364 | $4.35M | 0.62% | +9+0.1% | Added |
| MUFG Securities EMEA plc | 6,339 | $4.33M | 0.11% | +3,314+109.6% | Added |
| Legal Advantage Investments, Inc. | 6,301 | $4.30M | 1.94% | −600−8.7% | Reduced |
| Agf Management Ltd | 6,296 | $4.30M | 0.02% | +687+12.2% | Added |
| TD Private Client Wealth LLC | 6,182 | $4.22M | 0.10% | +85+1.4% | Added |
| Weil Company, Inc. | 6,170 | $4.21M | 1.01% | −122−1.9% | Reduced |
| Private Capital Advisors, Inc. | 6,150 | $4.20M | 0.47% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,147 | $4.20M | 0.09% | +589+10.6% | Added |
| Signaturefd, LLC | 6,104 | $4.17M | 0.07% | +48+0.8% | Added |
| Insight Wealth Strategies, LLC | 6,092 | $4.16M | 0.49% | +2,801+85.1% | Added |
| Harbor Capital Advisors, Inc. | 6,024 | $4.11M | 0.32% | +87+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 6,023 | $4.11M | 0.23% | −143−2.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,014 | $4.11M | 0.26% | −17−0.3% | Reduced |
| Silphium Asset Management Ltd | 5,982 | $4.09M | 1.21% | −2,456−29.1% | Reduced |
| TD Waterhouse Canada Inc. | 6,006 | $4.08M | 0.03% | −3,745−38.4% | Reduced |
| Evoke Wealth, LLC | 5,963 | $4.07M | 0.08% | −1,111−15.7% | Reduced |
| PFG Advisors | 5,948 | $4.06M | 0.17% | +792+15.4% | Added |
| Hohimer Wealth Management, LLC | 5,944 | $4.06M | 0.57% | −973−14.1% | Reduced |
| Flputnam Investment Management Co | 5,931 | $4.05M | 0.06% | −80−1.3% | Reduced |
| Brasada Capital Management, LP | 5,927 | $4.04M | 0.69% | +271+4.8% | Added |
| Scharf Investments, LLC | 5,906 | $4.03M | 0.10% | −83−1.4% | Reduced |
| GAMMA Investing LLC | 5,894 | $4.03M | 0.22% | +115+2.0% | Added |
| Hilltop Holdings Inc. | 5,831 | $3.98M | 0.21% | −151−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 5,791 | $3.95M | 0.08% | −2,187−27.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,750 | $3.93M | 0.10% | +186+3.3% | Added |
| S&CO Inc | 5,750 | $3.93M | 0.24% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 5,739 | $3.92M | 0.04% | +5,739 | New |
| Mather Group, LLC. | 5,737 | $3.92M | 0.04% | +133+2.4% | Added |
| Martin Capital Advisors, LLP | 5,702 | $3.89M | 2.35% | +10+0.2% | Added |
| Concurrent Investment Advisors, LLC | 5,665 | $3.87M | 0.07% | +80+1.4% | Added |
| Hancock Whitney Corp | 5,657 | $3.86M | 0.07% | −81−1.4% | Reduced |
| Kornitzer Capital Management Inc | 5,651 | $3.86M | 0.08% | +1,668+41.9% | Added |
| Clearstead Advisors, LLC | 5,626 | $3.84M | 0.06% | +1,138+25.4% | Added |
| Roberts Wealth Advisors, LLC | 5,612 | $3.83M | 1.02% | −43−0.8% | Reduced |
| Karani Asset Management LLC | 5,573 | $3.81M | 3.25% | +148+2.7% | Added |
| Evergreen Capital Management LLC | 5,563 | $3.80M | 0.09% | +415+8.1% | Added |
| Winton Group Ltd | 5,542 | $3.78M | 0.14% | +5,542 | New |
| L & S Advisors Inc | 5,541 | $3.78M | 0.36% | +97+1.8% | Added |
| Principal Securities, Inc. | 5,537 | $3.78M | 0.06% | +856+18.3% | Added |
| Dash Acquisitions Inc. | 5,743 | $3.77M | 0.75% | +5,743 | New |
| Two Point Capital Management, Inc. | 5,473 | $3.74M | 1.50% | −30−0.5% | Reduced |
| Decatur Capital Management, Inc. | 5,446 | $3.72M | 1.48% | +447+8.9% | Added |
| Ritholtz Wealth Management | 5,416 | $3.70M | 0.07% | +399+8.0% | Added |
| Monograph Wealth Advisors, LLC | 5,414 | $3.70M | 0.37% | −1,108−17.0% | Reduced |
| Unique Wealth, LLC | 5,413 | $3.70M | 0.54% | −16−0.3% | Reduced |
| Equitable Trust Co | 5,357 | $3.66M | 0.17% | −77−1.4% | Reduced |
| First Bank & Trust | 5,350 | $3.65M | 0.61% | 00.0% | Unchanged |
| Logan Capital Management Inc | 5,334 | $3.64M | 0.15% | +145+2.8% | Added |
| NewEdge Wealth, LLC | 5,550 | $3.64M | 0.05% | −194−3.4% | Reduced |
| Advent International Corp | 5,318 | $3.63M | 0.07% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 5,270 | $3.60M | 0.35% | +331+6.7% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 5,253 | $3.59M | 0.27% | −231−4.2% | Reduced |
| Roundview Capital LLC | 5,240 | $3.58M | 0.23% | +115+2.2% | Added |
| Oak Harvest Investment Services | 5,213 | $3.56M | 0.42% | +34+0.7% | Added |
| Beacon Pointe Advisors, LLC | 5,208 | $3.56M | 0.03% | +68+1.3% | Added |
| Gluskin Sheff & Assoc Inc | 5,202 | $3.55M | 0.45% | −49−0.9% | Reduced |
| Ballentine Partners, LLC | 5,191 | $3.54M | 0.05% | −19−0.4% | Reduced |