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 |
|---|---|---|---|---|---|
| First National Trust Co | 1,264 | $837.3K | 0.03% | +134+11.9% | Added |
| Heritage Trust Co | 1,264 | $837.3K | 0.09% | +5+0.4% | Added |
| Hoxton Planning & Management, LLC | 1,264 | $837.4K | 0.25% | −11−0.9% | Reduced |
| Act Wealth Management, LLC | 1,265 | $838.0K | 0.27% | 00.0% | Unchanged |
| Spinnaker Trust | 1,271 | $841.9K | 0.05% | +67+5.6% | Added |
| Waller Financial Planning Group, Inc | 1,272 | $842.7K | 0.19% | 00.0% | Unchanged |
| Parthenon LLC | 1,275 | $844.6K | 0.09% | −400−23.9% | Reduced |
| Alteri Wealth LLC | 1,280 | $847.6K | 0.27% | +5+0.4% | Added |
| Koshinski Asset Management, Inc. | 1,280 | $847.7K | 0.05% | −172−11.8% | Reduced |
| Catalyst Financial Partners LLC | 1,288 | $853.2K | 0.10% | +114+9.7% | Added |
| West Family Investments, Inc. | 1,295 | $857.8K | 0.20% | −52−3.9% | Reduced |
| Pallas Capital Advisors LLC | 1,295 | $858.0K | 0.03% | −1,735−57.3% | Reduced |
| TownSquare Capital, LLC | 1,296 | $858.5K | 0.19% | −1,951−60.1% | Reduced |
| Bridgewater Advisors Inc. | 1,641 | $861.3K | 0.06% | −38−2.3% | Reduced |
| SG Trading Solutions, LLC | 1,305 | $864.0K | 0.20% | +1,305 | New |
| Park Capital Management, LLC | 1,306 | $865.1K | 0.62% | +6+0.5% | Added |
| Mesirow Financial Investment Management, Inc. | 1,307 | $865.7K | 0.02% | −27−2.0% | Reduced |
| Gratus Wealth Advisors, LLC | 1,307 | $865.8K | 0.12% | −90−6.4% | Reduced |
| Advisory Advocates, LLC | 1,315 | $871.1K | 0.87% | +1,315 | New |
| Eastern Bank | 1,318 | $873.1K | 0.02% | +241+22.4% | Added |
| Tred Avon Family Wealth, LLC | 1,318 | $873.1K | 0.28% | +465+54.5% | Added |
| Modern Wealth Management, LLC | 1,318 | $873.5K | 0.02% | +410+45.2% | Added |
| Pure Financial Advisors, Inc. | 1,320 | $874.1K | 0.01% | −484−26.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,321 | $875.1K | 0.07% | +91+7.4% | Added |
| Ancora Advisors, LLC | 1,323 | $876.5K | 0.02% | +83+6.7% | Added |
| Cascade Investment Group, Inc. | 1,323 | $876.7K | 0.59% | 00.0% | Unchanged |
| Triglav Skladi, D.O.O. | 1,325 | $877.7K | 0.06% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,326 | $878.6K | 0.23% | +614+86.2% | Added |
| Harbor Group, Inc. | 1,329 | $880.5K | 0.13% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,338 | $886.0K | 0.58% | −27−2.0% | Reduced |
| Heritage Investors Management Corp | 1,338 | $886.0K | 0.03% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 1,345 | $891.0K | 0.08% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,350 | $894.0K | 0.22% | +149+12.4% | Added |
| Gryphon Financial Partners LLC | 1,355 | $897.6K | 0.10% | +58+4.5% | Added |
| Independent Financial Group, LLC | 1,356 | $898.3K | 0.02% | +150+12.4% | Added |
| Garner Asset Management Corp | 1,361 | $901.4K | 0.35% | +10+0.7% | Added |
| Grove Bank & Trust | 1,365 | $904.2K | 0.10% | −998−42.2% | Reduced |
| TCG Advisory Services, LLC | 1,377 | $912.2K | 0.02% | +424+44.5% | Added |
| L2 Asset Management, LLC | 1,380 | $914.0K | 0.12% | +93+7.2% | Added |
| RFG Advisory, LLC | 1,382 | $915.6K | 0.02% | −532−27.8% | Reduced |
| Ellevest, Inc. | 1,388 | $919.4K | 0.13% | −86−5.8% | Reduced |
| Regal Investment Advisors LLC | 1,397 | $925.6K | 0.06% | +1,397 | New |
| Paradigm Asset Management Co LLC | 1,400 | $927.4K | 0.21% | −100−6.7% | Reduced |
| Essex Financial Services, Inc. | 1,405 | $931.0K | 0.05% | +4+0.3% | Added |
| Principle Wealth Partners LLC | 1,417 | $938.8K | 0.05% | +31+2.2% | Added |
| Brown, Lisle/Cummings, Inc. | 1,418 | $939.3K | 0.23% | +1,000+239.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,418 | $939.5K | 0.20% | +68+5.0% | Added |
| Freestone Capital Holdings, LLC | 1,430 | $947.3K | 0.03% | −356−19.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,431 | $948.3K | 0.03% | −10−0.7% | Reduced |
| Weatherly Asset Management L. P. | 1,433 | $949.2K | 0.07% | −4−0.3% | Reduced |
| Fulcrum Asset Management LLP | 1,418 | $949.9K | 0.26% | −42−2.9% | Reduced |
| Legacy Capital Group California, Inc. | 1,446 | $957.7K | 0.23% | −16−1.1% | Reduced |
| Whalerock Point Partners, LLC | 1,456 | $964.5K | 0.18% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 1,457 | $965.1K | 0.01% | −43−2.9% | Reduced |
| Archford Capital Strategies, LLC | 1,464 | $969.8K | 0.11% | +3+0.2% | Added |
| Two Sigma Securities, LLC | 1,464 | $969.8K | 0.13% | +1,464 | New |
| Ofi Invest Asset Management | 1,511 | $970.7K | 0.01% | +1,337+768.4% | Added |
| Verdence Capital Advisors LLC | 1,466 | $971.3K | 0.06% | −398−21.4% | Reduced |
| Smithfield Trust Co | 1,466 | $972.0K | 0.04% | −4−0.3% | Reduced |
| Simplify Asset Management Inc. | 1,468 | $972.4K | 0.02% | +297+25.4% | Added |
| Unique Wealth Strategies, LLC | 1,470 | $973.9K | 0.38% | +41+2.9% | Added |
| Flagship Harbor Advisors, LLC | 1,478 | $979.1K | 0.05% | −621−29.6% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $984.4K | 0.28% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,488 | $985.7K | 0.02% | −303−16.9% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,493 | $989.0K | 0.38% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,500 | $992.0K | 0.01% | −1,874−55.5% | Reduced |
| Diversified Enterprises, LLC | 1,501 | $994.3K | 0.06% | +773+106.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,504 | $996.3K | 0.12% | +30+2.0% | Added |
| ZEGA Investments, LLC | 1,505 | $996.9K | 0.19% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 1,517 | $1.00M | 0.70% | +1,517 | New |
| Soltis Investment Advisors LLC | 1,518 | $1.01M | 0.07% | +81+5.6% | Added |
| Thrive Wealth Management, LLC | 1,520 | $1.01M | 0.15% | +4+0.3% | Added |
| Burney Co | 1,521 | $1.01M | 0.03% | +612+67.3% | Added |
| Ronald Blue Trust, Inc. | 1,523 | $1.01M | 0.01% | −208−12.0% | Reduced |
| Southeast Asset Advisors Inc. | 1,523 | $1.01M | 0.10% | −535−26.0% | Reduced |
| Barden Capital Management, Inc. | 1,528 | $1.01M | 0.83% | +365+31.4% | Added |
| Hara Capital LLC | 1,530 | $1.01M | 0.56% | −4−0.3% | Reduced |
| Mangrove Partners | 1,530 | $1.01M | 0.08% | +1,530 | New |
| Palisade Capital Management LLC | 1,546 | $1.02M | 0.03% | −39−2.5% | Reduced |
| Avantax Planning Partners, Inc. | 1,549 | $1.03M | 0.03% | +162+11.7% | Added |
| NBT Bank N A | 1,550 | $1.03M | 0.07% | 00.0% | Unchanged |
| AustralianSuper Pty Ltd | 1,556 | $1.03M | 0.00% | +1,556 | New |
| Chris Bulman Inc | 1,557 | $1.03M | 0.46% | +22+1.4% | Added |
| Money Concepts Capital Corp | 1,570 | $1.04M | 0.06% | +105+7.2% | Added |
| Drive Wealth Management, LLC | 1,575 | $1.04M | 0.20% | +64+4.2% | Added |
| OV Management LLC | 1,582 | $1.05M | 0.91% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,588 | $1.05M | 0.02% | −22−1.4% | Reduced |
| Legacy Financial Advisors, Inc. | 1,593 | $1.06M | 0.15% | +17+1.1% | Added |
| Community Bank & Trust, Waco, Texas | 1,603 | $1.06M | 0.22% | −9−0.6% | Reduced |
| Barr E S & Co | 1,608 | $1.07M | 0.06% | +24+1.5% | Added |
| CNB Bank | 1,609 | $1.07M | 0.44% | −20−1.2% | Reduced |
| MJP Associates Inc | 1,612 | $1.07M | 0.13% | −57−3.4% | Reduced |
| Ducere Wealth Management LLC | 1,613 | $1.07M | 0.41% | +1,613 | New |
| Beverly Hills Private Wealth, LLC | 1,617 | $1.07M | 0.18% | −38−2.3% | Reduced |
| Red Spruce Capital, LLC | 1,621 | $1.07M | 0.43% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,625 | $1.08M | 0.06% | −99−5.7% | Reduced |
| Advisors Capital Management, LLC | 1,627 | $1.08M | 0.01% | −29−1.8% | Reduced |
| Hills Bank & Trust Co | 1,628 | $1.08M | 0.06% | +101+6.6% | Added |
| WBH Advisory Inc | 1,630 | $1.08M | 0.08% | 00.0% | Unchanged |
| Everest Management Corp. | 1,632 | $1.08M | 0.60% | −17−1.0% | Reduced |