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 |
|---|---|---|---|---|---|
| Rational Advisors LLC | 5,180 | $3.54M | 0.35% | +5,108+7,094.4% | Added |
| Guardian Capital LP | 5,171 | $3.53M | 0.11% | −96−1.8% | Reduced |
| Long Road Investment Counsel, LLC | 5,170 | $3.53M | 1.25% | 00.0% | Unchanged |
| Synovus Financial Corp | 5,155 | $3.52M | 0.04% | +1,556+43.2% | Added |
| Ted Buchan & Co | 5,151 | $3.52M | 1.38% | +869+20.3% | Added |
| S.A. Mason LLC | 5,135 | $3.51M | 1.55% | 00.0% | Unchanged |
| GTS Securities LLC | 5,057 | $3.45M | 0.13% | +4,148+456.3% | Added |
| Central Trust Co | 5,000 | $3.41M | 0.07% | −31−0.6% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.41M | 0.41% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,992 | $3.41M | 0.01% | −418−7.7% | Reduced |
| Davidson Capital Management Inc. | 4,980 | $3.40M | 0.76% | −14−0.3% | Reduced |
| Katamaran Capital LLP | 4,975 | $3.40M | 3.10% | +4,975 | New |
| Guardian Partners Inc. | 4,967 | $3.38M | 0.29% | +62+1.3% | Added |
| Ocean Capital Management, LLC | 4,932 | $3.37M | 0.68% | −896−15.4% | Reduced |
| Icon Wealth Advisors, LLC | 4,895 | $3.34M | 0.23% | +2,193+81.2% | Added |
| Smartleaf Asset Management LLC | 4,804 | $3.34M | 0.21% | +942+24.4% | Added |
| Frank, Rimerman Advisors LLC | 4,880 | $3.33M | 0.21% | −17−0.3% | Reduced |
| Welch & Forbes LLC | 4,851 | $3.31M | 0.04% | −13−0.3% | Reduced |
| Mirova US LLC | 4,851 | $3.31M | 0.03% | +1,633+50.7% | Added |
| Pacific Point Advisors, LLC | 4,830 | $3.30M | 1.92% | −600−11.0% | Reduced |
| Compass Wealth Management LLC | 4,795 | $3.27M | 0.73% | −75−1.5% | Reduced |
| Harrington Investments, INC | 4,794 | $3.27M | 1.63% | 00.0% | Unchanged |
| City Holding Co | 4,760 | $3.25M | 0.41% | −652−12.0% | Reduced |
| Twin Tree Management, LP | 4,759 | $3.25M | 0.15% | +4,759 | New |
| Kirtland Hills Capital Management, LLC | 4,715 | $3.22M | 1.28% | −85−1.8% | Reduced |
| Fairbanks Capital Management, Inc. | 4,673 | $3.19M | 1.73% | 00.0% | Unchanged |
| Illumine Investment Management, LLC | 4,666 | $3.19M | 2.27% | −110−2.3% | Reduced |
| Independent Solutions Wealth Management, LLC | 4,665 | $3.19M | 0.57% | +83+1.8% | Added |
| Dark Forest Capital Management LP | 4,661 | $3.18M | 0.12% | −3,681−44.1% | Reduced |
| Biltmore Family Office, LLC | 4,635 | $3.17M | 0.45% | +47+1.0% | Added |
| NorthRock Partners, LLC | 4,629 | $3.16M | 0.06% | +985+27.0% | Added |
| Lord, Abbett & Co. LLC | 4,618 | $3.15M | 0.01% | −49,406−91.5% | Reduced |
| Pensionmark Financial Group, LLC | 4,612 | $3.15M | 0.06% | +2,350+103.9% | Added |
| RVW Wealth, LLC | 4,597 | $3.14M | 0.25% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 4,592 | $3.14M | 0.06% | +123+2.8% | Added |
| Adviser Investments LLC | 4,568 | $3.12M | 0.04% | +953+26.4% | Added |
| Allworth Financial LP | 4,519 | $3.09M | 0.01% | −1,149−20.3% | Reduced |
| Chatham Capital Group, Inc. | 4,493 | $3.07M | 0.44% | −32−0.7% | Reduced |
| Mission Wealth Management, LP | 4,433 | $3.03M | 0.06% | −4,140−48.3% | Reduced |
| MV Capital Management, Inc. | 4,432 | $3.03M | 0.29% | +337+8.2% | Added |
| Pinkerton Retirement Specialists, LLC | 4,431 | $3.03M | 0.33% | +634+16.7% | Added |
| Capital Asset Advisory Services LLC | 4,408 | $3.01M | 0.13% | −196−4.3% | Reduced |
| Avestar Capital, LLC | 4,401 | $3.01M | 0.21% | −208−4.5% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,400 | $3.00M | 0.11% | +2,400+120.0% | Added |
| Jain Global LLC | 4,392 | $3.00M | 0.04% | +4,392 | New |
| Krilogy Financial LLC | 4,540 | $2.98M | 0.11% | +4,540 | New |
| J. Safra Sarasin Holding AG | 4,352 | $2.97M | 0.05% | −1,786−29.1% | Reduced |
| Ironwood Financial, llc | 4,336 | $2.96M | 0.52% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,335 | $2.96M | 0.04% | −9,995−69.7% | Reduced |
| Peloton Wealth Strategists | 4,299 | $2.94M | 1.15% | −163−3.7% | Reduced |
| Prospera Financial Services Inc | 4,294 | $2.93M | 0.05% | +683+18.9% | Added |
| Petredis Investment Advisors LLC | 4,290 | $2.93M | 0.24% | −60−1.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,283 | $2.92M | 0.31% | +788+22.5% | Added |
| Argonautica Private Wealth Management, Inc | 4,282 | $2.92M | 0.85% | +6+0.1% | Added |
| Buckingham Strategic Partners | 4,354 | $2.92M | 0.03% | +1,053+31.9% | Added |
| Sanders Morris Harris LLC | 4,271 | $2.92M | 0.38% | +4,271 | New |
| Spire Wealth Management | 4,249 | $2.90M | 0.10% | −5,352−55.7% | Reduced |
| STF Management LP | 4,235 | $2.89M | 1.07% | −111−2.6% | Reduced |
| Herold Advisors, Inc. | 4,232 | $2.89M | 0.67% | +851+25.2% | Added |
| Caisse des Depots Et Consignations | 4,219 | $2.88M | 0.12% | +3,328+373.5% | Added |
| Brighton Jones LLC | 4,194 | $2.86M | 0.07% | +142+3.5% | Added |
| Baader Bank INC | 4,190 | $2.84M | 0.24% | −776−15.6% | Reduced |
| Wedmont Private Capital | 4,316 | $2.84M | 0.11% | +20.0% | Added |
| Diversify Advisory Services, LLC | 4,200 | $2.84M | 0.10% | +415+11.0% | Added |
| Scott & Selber, Inc. | 4,155 | $2.84M | 0.72% | −85−2.0% | Reduced |
| Cloverfields Capital Group, LP | 4,148 | $2.83M | 0.89% | +17+0.4% | Added |
| Brown Brothers Harriman & Co | 4,105 | $2.80M | 0.02% | −1,250−23.3% | Reduced |
| Freedom Day Solutions, LLC | 4,090 | $2.79M | 0.76% | +70+1.7% | Added |
| Angeles Wealth Management, LLC | 4,069 | $2.78M | 0.17% | +3,199+367.7% | Added |
| MIG Capital, LLC | 4,043 | $2.76M | 0.40% | +1,317+48.3% | Added |
| Old National Bancorp | 4,030 | $2.75M | 0.05% | −76−1.9% | Reduced |
| Cache Advisors, LLC | 4,017 | $2.74M | 0.48% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,011 | $2.74M | 0.48% | −1,619−28.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.73M | 0.67% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,985 | $2.72M | 0.54% | +3,985 | New |
| Syon Capital LLC | 3,970 | $2.71M | 0.15% | +350+9.7% | Added |
| Checchi Capital Advisers, LLC | 3,958 | $2.70M | 0.19% | −529−11.8% | Reduced |
| Value Partners Investments Inc. | 3,946 | $2.69M | 0.22% | +80+2.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 3,941 | $2.69M | 0.35% | +115+3.0% | Added |
| AXS Investments LLC | 3,930 | $2.68M | 0.85% | +158+4.2% | Added |
| Ossiam | 3,918 | $2.68M | 0.03% | −370−8.6% | Reduced |
| Skopos Labs, Inc. | 3,432 | $2.66M | 0.36% | −134−3.8% | Reduced |
| Groupama Asset Managment | 3,874 | $2.65M | 0.04% | +2,063+113.9% | Added |
| Spears Abacus Advisors LLC | 3,868 | $2.64M | 0.05% | +16+0.4% | Added |
| Landscape Capital Management, L.L.C. | 3,865 | $2.64M | 0.17% | −2,137−35.6% | Reduced |
| Inlet Private Wealth, LLC | 3,842 | $2.62M | 0.59% | +22+0.6% | Added |
| Lighthouse Investment Partners, LLC | 3,820 | $2.61M | 0.09% | +3,820 | New |
| Atomi Financial Group, Inc. | 3,818 | $2.61M | 0.08% | +194+5.4% | Added |
| Essex Investment Management Co LLC | 3,814 | $2.60M | 0.40% | 00.0% | Unchanged |
| Norden Group LLC | 3,809 | $2.60M | 0.26% | +1,579+70.8% | Added |
| Summit Financial, LLC | 3,801 | $2.60M | 0.04% | +88+2.4% | Added |
| Harfst & Associates, Inc. | 3,796 | $2.59M | 0.48% | +31+0.8% | Added |
| Rakuten Investment Management, Inc. | 8,308 | $2.58M | 0.01% | +8,308 | New |
| Fifth Third Wealth Advisors LLC | 3,776 | $2.58M | 0.10% | +324+9.4% | Added |
| Sagespring Wealth Partners, LLC | 3,735 | $2.55M | 0.05% | −152−3.9% | Reduced |
| AlphaCore Capital LLC | 3,722 | $2.54M | 0.09% | +487+15.1% | Added |
| Savvy Advisors, Inc. | 3,711 | $2.53M | 0.12% | +305+9.0% | Added |
| HighPoint Advisor Group LLC | 3,653 | $2.50M | 0.12% | +147+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,663 | $2.49M | 0.05% | −69−1.8% | Reduced |
| Caxton Associates LLP | 3,643 | $2.49M | 0.07% | −1,880−34.0% | Reduced |