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 (+4.0%) 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pitcairn Wealth Advisors LLC | 962 | $637.2K | 0.06% | +962 | New |
| Bell Investment Advisors, Inc | 962 | $637.2K | 0.10% | +37+4.0% | Added |
| DGS Capital Management, LLC | 965 | $638.9K | 0.11% | −86−8.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 967 | $640.6K | 0.01% | −16−1.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 968 | $641.2K | 0.09% | +968 | New |
| Tolleson Wealth Management, Inc. | 969 | $641.9K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 969 | $642.0K | 0.12% | +1+0.1% | Added |
| 4WEALTH Advisors, Inc. | 974 | $645.0K | 0.56% | +57+6.2% | Added |
| Northern Financial Advisors Inc | 978 | $647.8K | 0.74% | −210−17.7% | Reduced |
| TritonPoint Partners, LLC | 980 | $649.2K | 0.35% | +980 | New |
| Chicago Trust Co NA | 985 | $652.5K | 0.10% | +75+8.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 987 | $653.8K | 0.05% | +27+2.8% | Added |
| Clarius Group, LLC | 988 | $654.5K | 0.04% | −411−29.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 988 | $654.5K | 0.36% | +465+88.9% | Added |
| Aventura Private Wealth, LLC | 990 | $655.8K | 0.24% | −77−7.2% | Reduced |
| WBI Investments | 997 | $660.1K | 0.17% | −111−10.0% | Reduced |
| Interchange Capital Partners, LLC | 998 | $661.5K | 0.12% | −42−4.0% | Reduced |
| RBF Capital, LLC | 1,000 | $662.4K | 0.03% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,001 | $663.1K | 0.37% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 1,009 | $668.4K | 0.05% | +97+10.6% | Added |
| Heritage Wealth Advisors | 1,012 | $670.6K | 0.03% | −72−6.6% | Reduced |
| Oxford Financial Group Ltd | 1,013 | $671.1K | 0.04% | −11−1.1% | Reduced |
| Larson Financial Group LLC | 1,013 | $671.3K | 0.02% | −24−2.3% | Reduced |
| Trevian Wealth Management LLC | 1,014 | $671.7K | 0.32% | +4+0.4% | Added |
| New Republic Capital, LLC | 1,016 | $673.1K | 0.18% | +538+112.6% | Added |
| Brevan Howard Capital Management LP | 1,017 | $673.7K | 0.01% | −3,318−76.5% | Reduced |
| Morningstar Investment Management LLC | 1,019 | $675.0K | 0.04% | −12,389−92.4% | Reduced |
| Exencial Wealth Advisors, LLC | 1,026 | $679.7K | 0.02% | +7+0.7% | Added |
| Sym Financial Corp | 1,032 | $683.6K | 0.07% | −234−18.5% | Reduced |
| Wharton Business Group, LLC | 1,035 | $685.6K | 0.03% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,037 | $686.9K | 0.17% | −491−32.1% | Reduced |
| Hallmark Capital Management Inc | 1,037 | $686.9K | 0.04% | −37−3.4% | Reduced |
| Exane Asset Management | 887 | $689.9K | 0.15% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 1,043 | $691.0K | 0.03% | −69−6.2% | Reduced |
| Abacus Wealth Partners, LLC | 1,045 | $692.2K | 0.07% | +1,045 | New |
| Atlantic Trust, LLC | 1,047 | $693.9K | 0.11% | −50−4.6% | Reduced |
| Van Hulzen Asset Management, LLC | 1,052 | $697.1K | 0.05% | +5+0.5% | Added |
| Alliance Wealth Advisors, LLC | 1,056 | $699.5K | 0.15% | −671−38.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,064 | $704.9K | 0.14% | +1,064 | New |
| Red Door Wealth Management, LLC | 1,066 | $706.2K | 0.07% | −5−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 1,069 | $708.0K | 0.05% | −110−9.3% | Reduced |
| Leavell Investment Management, Inc. | 1,077 | $713.5K | 0.03% | −64−5.6% | Reduced |
| American Trust | 1,078 | $714.1K | 0.06% | −18−1.6% | Reduced |
| Virtue Capital Management, LLC | 1,136 | $715.1K | 0.11% | −18,643−94.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,087 | $719.9K | 0.13% | +541+99.1% | Added |
| Alta Advisers Ltd | 1,088 | $720.7K | 0.26% | −280−20.5% | Reduced |
| Orrstown Financial Services Inc | 1,089 | $721.4K | 0.12% | +343+46.0% | Added |
| Breakwater Capital Group | 1,092 | $723.5K | 0.10% | −18−1.6% | Reduced |
| Waterloo Capital, L.P. | 1,095 | $725.1K | 0.05% | −147−11.8% | Reduced |
| Integrated Advisors Network LLC | 1,100 | $728.7K | 0.03% | −237−17.7% | Reduced |
| Malaga Cove Capital, LLC | 1,101 | $729.3K | 0.25% | −87−7.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,104 | $731.6K | 0.14% | +15+1.4% | Added |
| Vance Wealth, Inc. | 1,105 | $732.0K | 0.22% | +6+0.5% | Added |
| Sovran Advisors, LLC | 1,320 | $732.1K | 0.06% | +9+0.7% | Added |
| LVW Advisors, LLC | 1,108 | $734.0K | 0.07% | +14+1.3% | Added |
| Values First Advisors, Inc. | 1,109 | $734.4K | 0.38% | +166+17.6% | Added |
| Precision Wealth Strategies, LLC | 1,111 | $736.3K | 0.24% | +44+4.1% | Added |
| National Asset Management, Inc. | 1,114 | $737.7K | 0.03% | +61+5.8% | Added |
| Strategic Wealth Partners, Ltd. | 1,114 | $738.0K | 0.05% | −116−9.4% | Reduced |
| South Dakota Investment Council | 1,116 | $739.0K | 0.01% | −80−6.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,120 | $741.9K | 0.04% | +9+0.8% | Added |
| PFC Capital Group, Inc. | 1,125 | $745.0K | 0.31% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,136 | $753.3K | 0.04% | +93+8.9% | Added |
| Compagnie Lombard Odier SCmA | 1,140 | $755.2K | 0.01% | −833−42.2% | Reduced |
| Meridian Wealth Management, LLC | 1,142 | $756.4K | 0.03% | −29−2.5% | Reduced |
| Silver Oak Securities, Inc | 1,134 | $759.6K | 0.05% | +1,134 | New |
| Connecticut Wealth Management, LLC | 1,149 | $761.1K | 0.03% | −2−0.2% | Reduced |
| Correct Capital Wealth Management | 1,151 | $762.3K | 0.14% | +36+3.2% | Added |
| AMG National Trust Bank | 1,157 | $766.3K | 0.02% | −122−9.5% | Reduced |
| New Hampshire Trust | 1,159 | $767.7K | 0.15% | −39−3.3% | Reduced |
| Stratos Wealth Advisors, LLC | 1,161 | $769.4K | 0.04% | −12−1.0% | Reduced |
| Simplicity Wealth,LLC | 1,167 | $773.3K | 0.05% | +139+13.5% | Added |
| 111 Capital | 1,170 | $775.0K | 0.17% | +1,170 | New |
| OmniStar Financial Group, Inc. | 1,178 | $780.7K | 0.46% | +138+13.3% | Added |
| Lee Danner & Bass Inc | 1,179 | $781.0K | 0.06% | −1−0.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,180 | $781.4K | 0.21% | +190+19.2% | Added |
| Evolve Private Wealth, LLC | 1,185 | $785.0K | 0.05% | +1,185 | New |
| Tower Trust & Investment Co | 1,195 | $791.5K | 0.50% | +284+31.2% | Added |
| Aprio Wealth Management, LLC | 1,179 | $793.3K | 0.05% | +260+28.3% | Added |
| Quest Partners LLC | 1,199 | $794.2K | 0.04% | −364−23.3% | Reduced |
| Madison Asset Management, LLC | 1,200 | $794.9K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,200 | $794.9K | 0.16% | +800+200.0% | Added |
| Verity & Verity, LLC | 1,211 | $802.2K | 0.06% | +524+76.3% | Added |
| Parkside Financial Bank & Trust | 1,217 | $806.2K | 0.06% | +17+1.4% | Added |
| Gibbs Wealth Management | 1,247 | $806.7K | 0.20% | −155−11.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,223 | $810.1K | 0.07% | 00.0% | Unchanged |
| STF Management LP | 1,224 | $810.8K | 0.76% | −3,011−71.1% | Reduced |
| CM Wealth Advisors LLC | 1,226 | $812.1K | 0.18% | +1,226 | New |
| North Star Investment Management Corp. | 1,227 | $812.8K | 0.05% | +16+1.3% | Added |
| SmartHarvest Portfolios, LLC | 1,231 | $815.5K | 0.28% | +1,231 | New |
| Garden State Investment Advisory Services LLC | 1,231 | $818.3K | 0.19% | −82−6.2% | Reduced |
| Magnus Financial Group LLC | 1,240 | $821.3K | 0.06% | +15+1.2% | Added |
| Carnegie Capital Asset Management, LLC | 1,243 | $823.5K | 0.02% | +87+7.5% | Added |
| HCR Wealth Advisors | 1,245 | $824.7K | 0.08% | +40+3.3% | Added |
| Riverpark Capital Management LLC | 1,246 | $825.4K | 1.60% | −102−7.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,246 | $825.4K | 0.03% | +151+13.8% | Added |
| 71 West Capital Partners | 1,247 | $826.0K | 0.04% | +1,247 | New |
| Greenland Capital Management LP | 1,250 | $828.0K | 0.12% | +1,250 | New |
| Worthington Financial Partners, LLC | 1,253 | $829.9K | 0.73% | +1,253 | New |
| Institute for Wealth Management, LLC. | 1,258 | $833.3K | 0.09% | −9−0.7% | Reduced |