Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Intuit Inc. as of Dec 31, 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
2,270
+113 vs. Q3 2025
Shares held
243.8M
+9.49M (+4.1%) vs. Q3 2025
Total value
$161.3B
+$1.38B (+0.9%) vs. Q3 2025
New holders
265
923 more added
Sold out
152
800 more reduced

42 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 2,270 institutions
Q1 2021: 1,337 institutionsQ2 2021: 1,379 institutionsQ3 2021: 1,449 institutionsQ4 2021: 1,668 institutionsQ1 2022: 1,556 institutionsQ2 2022: 1,501 institutionsQ3 2022: 1,511 institutionsQ4 2022: 1,560 institutionsQ1 2023: 1,617 institutionsQ2 2023: 1,668 institutionsQ3 2023: 1,742 institutionsQ4 2023: 1,918 institutionsQ1 2024: 1,944 institutionsQ2 2024: 1,967 institutionsQ3 2024: 1,970 institutionsQ4 2024: 2,067 institutionsQ1 2025: 2,031 institutionsQ2 2025: 2,213 institutionsQ3 2025: 2,199 institutionsQ4 2025: 2,270 institutionsQ1 2026: 2,021 institutionsQ2 2026: 1,755 institutions
Value heldQ4 2025: $161.3B
Q1 2021: $88.8BQ2 2021: $113.2BQ3 2021: $123.6BQ4 2021: $151.9BQ1 2022: $113.5BQ2 2022: $90.7BQ3 2022: $91.5BQ4 2022: $90.8BQ1 2023: $104.9BQ2 2023: $107.8BQ3 2023: $118.4BQ4 2023: $146.7BQ1 2024: $152.0BQ2 2024: $154.2BQ3 2024: $144.2BQ4 2024: $147.4BQ1 2025: $144.5BQ2 2025: $188.1BQ3 2025: $160.5BQ4 2025: $161.3BQ1 2026: $104.2BQ2 2026: $63.6B
Institutions holding INTU and their total value by quarter
QuarterHoldersValue
Q2 20261,755$63.6B
Q1 20262,021$104.2B
Q4 20252,270$161.3B
Q3 20252,199$160.5B
Q2 20252,213$188.1B
Q1 20252,031$144.5B
Q4 20242,067$147.4B
Q3 20241,970$144.2B
Q2 20241,967$154.2B
Q1 20241,944$152.0B
Q4 20231,918$146.7B
Q3 20231,742$118.4B
Q2 20231,668$107.8B
Q1 20231,617$104.9B
Q4 20221,560$90.8B
Q3 20221,511$91.5B
Q2 20221,501$90.7B
Q1 20221,556$113.5B
Q4 20211,668$151.9B
Q3 20211,449$123.6B
Q2 20211,379$113.2B
Q1 20211,337$88.8B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2025.

Institutions holding INTU in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Birchbrook, Inc.0$160.00%0Unchanged
Measured Wealth Private Client Group, LLC0$2910.00%0Unchanged
Bear Mountain Capital, Inc.1$5550.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC1$6620.01%+1New
DHJJ Financial Advisors, Ltd.1$6630.00%00.0%Unchanged
McGuire Capital Advisors Inc1$6730.00%+1New
Quest 10 Wealth Builders, Inc.2$1.02K0.00%−4−66.7%Reduced
Davis Capital Management2$1.32K0.00%−1−33.3%Reduced
Evermay Wealth Management LLC2$1.32K0.00%00.0%Unchanged
Byrne Asset Management LLC2$1.32K0.00%00.0%Unchanged
Seneschal Advisors, LLC2$1.32K0.00%00.0%Unchanged
Trust Co2$1.32K0.00%+2New
Merited Wealth, LLC2$1.32K0.00%+2New
Cheviot Value Management, LLC3$1.62K0.00%00.0%Unchanged
Country Trust Bank3$1.99K0.00%00.0%Unchanged
Security National Bank3$1.99K0.00%00.0%Unchanged
Stone House Investment Management, LLC3$1.99K0.00%+2+200.0%Added
DV Trading LLC3$1.99K0.00%+3New
Atlantic Private Wealth, LLC3$1.99K0.00%+3New
Bullseye Investment Management, LLC3$1.99K0.00%+3New
Three Bearings Fiduciary Advisors, Inc.4$2.00K0.00%+4New
1620 Investment Advisors, Inc.3$2.17K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc4$2.65K0.00%00.0%Unchanged
Bullock Wealth Management Group4$2.65K0.00%00.0%Unchanged
Volterra Technologies LP4$2.65K0.00%+4New
Align Financial, LLC2,650$2.65K0.00%+2,650New
Winthrop Capital Management, LLC4$3.00K0.00%00.0%Unchanged
Asset Planning,Inc5$3.31K0.00%00.0%Unchanged
Evolution Wealth Management Inc.5$3.31K0.00%+1+25.0%Added
Tradewinds Capital Management, LLC5$3.31K0.00%−51−91.1%Reduced
Jackson, Grant Investment Advisers, Inc.6$3.98K0.00%00.0%Unchanged
PayPay Securities Corp6$3.98K0.12%00.0%Unchanged
Global Trust Asset Management, LLC6$3.98K0.00%+2+50.0%Added
American Capital Advisory, LLC6$3.98K0.00%+2+50.0%Added
Stephens Consulting, LLC6$3.98K0.00%+6New
Gilpin Wealth Management, LLC6$3.98K0.00%+6New
Bravera Wealth6$3.98K0.00%+6New
Strategic Wealth Advisors LLC7$4.00K0.00%+7New
MPWM Advisory Solutions, LLC7$4.64K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.7$4.64K0.00%+6+600.0%Added
Sittner & Nelson, LLC11$4.88K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC8$5.30K0.00%00.0%Unchanged
Commonwealth Retirement Investments LLC8$5.42K0.00%+8New
McIlrath & Eck, LLC9$5.96K0.00%+6+200.0%Added
Winnow Wealth LLC9$5.97K0.00%00.0%Unchanged
Kentucky Trust Co10$6.62K0.00%−20−66.7%Reduced
Missouri Trust & Investment Co10$6.62K0.00%−8−44.4%Reduced
Barrett & Company, Inc.10$6.62K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC10$6.62K0.01%00.0%Unchanged
Virtus ETF Advisers LLC10$6.62K0.00%00.0%Unchanged
GoalVest Advisory LLC10$6.62K0.00%00.0%Unchanged
Evelyn Partners Investment Management (Europe) Ltd10$6.62K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.10$6.62K0.00%+8+400.0%Added
Bank of Jackson Hole Trust10$6.62K0.00%+10New
JNBA Financial Advisors10$6.63K0.00%00.0%Unchanged
Maseco LLP10$6.64K0.00%+10New
IFC & Insurance Marketing, Inc.11$7.00K0.01%+11New
BFSG, LLC11$7.29K0.00%00.0%Unchanged
United Financial Planning Group LLC11$7.29K0.00%+11New
NorthAvenue LLC11$7.29K0.01%+11New
Cedar Wealth Management, LLC12$7.95K0.00%00.0%Unchanged
Mascoma Wealth Management LLC12$7.95K0.00%+4+50.0%Added
Optima Capital LLC12$7.95K0.00%+12New
Beaird Harris Wealth Management, LLC13$8.61K0.00%−2−13.3%Reduced
TFC Financial Management13$8.61K0.00%00.0%Unchanged
Longview Financial Advisors LLC13$8.61K0.00%+13New
Miller Capital Partners, Inc.13$8.61K0.00%+13New
Basepoint Wealth LLC13$8.64K0.01%+13New
PFS Partners, LLC13$8.75K0.00%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd13$9.00K0.00%−2−13.3%Reduced
GPS Wealth Strategies Group, LLC14$9.27K0.01%−86−86.0%Reduced
Pacifica Partners Inc.15$9.44K0.00%+5+50.0%Added
Hollencrest Capital Management15$9.94K0.00%−16−51.6%Reduced
Bay Harbor Wealth Management, LLC15$9.94K0.00%+7+87.5%Added
Advocate Investing Services LLC15$9.94K0.01%+15New
WealthCollab, LLC16$10.6K0.00%−3−15.8%Reduced
Wall Street Access Asset Management, LLC16$10.6K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC16$10.6K0.01%+1+6.7%Added
Creative Capital Management Investments LLC16$10.6K0.00%+16New
Vision Financial Markets LLC17$10.8K0.01%00.0%Unchanged
USA Financial Portformulas Corp17$11.3K0.00%−2,435−99.3%Reduced
Contravisory Investment Management, Inc.17$11.3K0.00%00.0%Unchanged
IAG Wealth Partners, LLC17$11.3K0.00%00.0%Unchanged
Tucker Asset Management LLC17$11.3K0.00%+17New
Atlas Capital Advisors LLC18$11.9K0.00%+18New
Luken Investment Analytics, LLC18$11.9K0.00%+18New
Adirondack Trust Co19$12.6K0.00%00.0%Unchanged
IMA Wealth, Inc.19$12.6K0.00%+17+850.0%Added
Imprint Wealth LLC19$12.6K0.06%−15−44.1%Reduced
Wealth Watch Advisors, INC19$12.6K0.00%−5−20.8%Reduced
Frazier Financial Advisors, LLC19$12.6K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC19$12.6K0.01%+8+72.7%Added
FWL Investment Management, LLC20$13.2K0.00%+15+300.0%Added
Bank of New Hampshire20$13.2K0.00%+20New
Bare Financial Services, Inc20$13.2K0.00%+1+5.3%Added
Meramec Financial Planners, LLC30$13.3K0.01%+30New
First Command Advisory Services, Inc.21$13.9K0.00%+16+320.0%Added
Turim 21 Investimentos Ltda.95$14.6K0.01%+73+331.8%Added
Atomic Invest LLC22$14.6K0.01%+22New
Altshuler Shaham Ltd22$14.6K0.00%+6+37.5%Added