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
- 2,269
- +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
- 799 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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 1,635 | $1.08M | 0.03% | −12−0.7% | Reduced |
| Forbes J M & Co LLP | 1,635 | $1.08M | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,638 | $1.09M | 0.02% | −181−10.0% | Reduced |
| United Bank | 1,647 | $1.09M | 0.37% | +384+30.4% | Added |
| Stablepoint Partners, LLC | 1,650 | $1.09M | 0.17% | +33+2.0% | Added |
| Nelson Capital Management, LLC | 1,665 | $1.10M | 0.13% | −2−0.1% | Reduced |
| Heritage Family Offices, LLP | 1,666 | $1.10M | 0.50% | +1,666 | New |
| Richard W. Paul & Associates, LLC | 1,672 | $1.11M | 0.37% | +291+21.1% | Added |
| Robinhood Asset Management, LLC | 1,673 | $1.11M | 0.09% | +1,673 | New |
| Inscription Capital, LLC | 1,674 | $1.11M | 0.11% | +714+74.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,690 | $1.12M | 0.30% | +119+7.6% | Added |
| Destination Wealth Management | 1,699 | $1.13M | 0.03% | +1,699 | New |
| IHT Wealth Management, LLC | 1,704 | $1.13M | 0.03% | +42+2.5% | Added |
| Nixon Peabody Trust Co | 1,703 | $1.13M | 0.09% | −62−3.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,705 | $1.13M | 0.28% | +1,705 | New |
| Curated Wealth Partners LLC | 1,706 | $1.13M | 0.12% | +84+5.2% | Added |
| Regatta Capital Group, LLC | 1,707 | $1.13M | 0.17% | −7−0.4% | Reduced |
| Sargent Investment Group, LLC | 1,707 | $1.13M | 0.14% | +1,707 | New |
| PDS Planning, Inc | 1,708 | $1.13M | 0.08% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 1,711 | $1.13M | 0.41% | +13+0.8% | Added |
| Level Four Advisory Services, LLC | 1,714 | $1.14M | 0.04% | +47+2.8% | Added |
| Crew Capital Management, Ltd. | 1,716 | $1.14M | 0.72% | +200+13.2% | Added |
| Journey Strategic Wealth LLC | 1,721 | $1.14M | 0.03% | −508−22.8% | Reduced |
| Evanson Asset Management, LLC | 1,730 | $1.15M | 0.06% | +58+3.5% | Added |
| Retirement Guys Formula LLC | 1,734 | $1.15M | 0.52% | +1,013+140.5% | Added |
| Cove Private Wealth, LLC | 1,740 | $1.15M | 0.34% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,741 | $1.15M | 0.01% | −372−17.6% | Reduced |
| Elevate Capital Advisors, LLC | 1,741 | $1.15M | 0.76% | −245−12.3% | Reduced |
| Account Management LLC | 1,745 | $1.16M | 1.24% | −110−5.9% | Reduced |
| Howland Capital Management LLC | 1,746 | $1.16M | 0.04% | −61−3.4% | Reduced |
| David Loasby | 1,822 | $1.16M | 0.08% | +530+41.0% | Added |
| Crescent Sterling, Ltd. | 1,750 | $1.16M | 1.19% | +201+13.0% | Added |
| Milestones Private Investment Advisors LLC | 1,753 | $1.16M | 0.80% | +3+0.2% | Added |
| Forum Financial Management, LP | 1,758 | $1.16M | 0.02% | −182−9.4% | Reduced |
| Symphony Financial, Ltd. Co. | 1,741 | $1.17M | 0.16% | −634−26.7% | Reduced |
| PCM Encore, LLC | 1,775 | $1.18M | 0.25% | +1,775 | New |
| Massmutual Trust Co FSB | 1,783 | $1.18M | 0.03% | −62−3.4% | Reduced |
| Trust Point Inc. | 1,786 | $1.18M | 0.09% | −101−5.4% | Reduced |
| Applied Finance Capital Management, LLC | 1,786 | $1.18M | 0.08% | +1,786 | New |
| HBK Sorce Advisory LLC | 2,680 | $1.19M | 0.03% | +1,326+97.9% | Added |
| Cito Capital Group, LLC | 1,800 | $1.19M | 0.35% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,801 | $1.19M | 0.04% | −207−10.3% | Reduced |
| SHUTTLEWORTH & Co | 1,810 | $1.20M | 1.10% | −283−13.5% | Reduced |
| HighVista Strategies LLC | 1,813 | $1.20M | 0.31% | −350−16.2% | Reduced |
| Kensington Investment Counsel, LLC | 1,822 | $1.21M | 0.49% | +54+3.1% | Added |
| Wellington Shields Capital Management, LLC | 1,825 | $1.21M | 0.18% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,825 | $1.21M | 0.38% | −1,114−37.9% | Reduced |
| Dara Capital US, Inc. | 1,837 | $1.22M | 1.08% | +1,837 | New |
| Okabena Investment Services Inc | 1,837 | $1.22M | 0.23% | 00.0% | Unchanged |
| Verde Capital Management | 1,838 | $1.22M | 0.26% | +38+2.1% | Added |
| We Are One Seven, LLC | 1,846 | $1.22M | 0.02% | +107+6.2% | Added |
| Mutual Advisors, LLC | 1,847 | $1.22M | 0.03% | −163−8.1% | Reduced |
| BAM Wealth Management, LLC | 1,852 | $1.23M | 0.89% | −103−5.3% | Reduced |
| Weaver Capital Management LLC | 1,859 | $1.23M | 0.26% | +628+51.0% | Added |
| CVFG LLC | 1,859 | $1.23M | 0.84% | −18−1.0% | Reduced |
| Asset Dedication, LLC | 1,860 | $1.23M | 0.08% | −219−10.5% | Reduced |
| Convergence Financial, LLC | 1,873 | $1.24M | 0.18% | −247−11.7% | Reduced |
| RiverPark Advisors, LLC | 1,874 | $1.24M | 0.36% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 1,877 | $1.24M | 0.03% | −276−12.8% | Reduced |
| Old Port Advisors | 1,879 | $1.24M | 0.31% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.25M | 0.16% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,890 | $1.25M | 0.14% | +89+4.9% | Added |
| Capital Investment Advisors, LLC | 1,894 | $1.25M | 0.02% | −140−6.9% | Reduced |
| Barbara Oil Co. | 1,900 | $1.26M | 0.47% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,925 | $1.28M | 0.15% | −86−4.3% | Reduced |
| Legacy Trust | 1,938 | $1.28M | 0.24% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,939 | $1.28M | 0.10% | −103−5.0% | Reduced |
| Austin Private Wealth, LLC | 1,940 | $1.29M | 0.10% | −29−1.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,946 | $1.29M | 0.15% | +92+5.0% | Added |
| J. R. Prunier Capital Management LLC | 1,950 | $1.29M | 0.54% | +1,950 | New |
| Zhang Financial LLC | 1,954 | $1.29M | 0.05% | +17+0.9% | Added |
| BNP Paribas | 1,959 | $1.30M | 0.04% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 1,967 | $1.30M | 1.16% | −23−1.2% | Reduced |
| Paradigm Financial Partners, LLC | 1,968 | $1.30M | 0.13% | +202+11.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,976 | $1.31M | 0.00% | −13−0.7% | Reduced |
| Game Creek Capital, LP | 2,000 | $1.32M | 0.50% | −1,500−42.9% | Reduced |
| Citizens & Northern Corp | 2,001 | $1.33M | 0.33% | +2,001 | New |
| Liberty Wealth Management LLC | 2,002 | $1.33M | 0.17% | −2−0.1% | Reduced |
| Cooper Financial Group | 2,005 | $1.33M | 0.14% | −15−0.7% | Reduced |
| Silphium Asset Management Ltd | 2,007 | $1.33M | 0.56% | −3,975−66.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,015 | $1.33M | 0.14% | +56+2.9% | Added |
| Intrust Bank NA | 2,018 | $1.34M | 0.11% | +93+4.8% | Added |
| Byrne Financial Freedom, LLC | 2,018 | $1.34M | 0.61% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 2,023 | $1.34M | 0.18% | +10.0% | Added |
| United Asset Strategies, Inc. | 2,036 | $1.35M | 0.10% | +20+1.0% | Added |
| Insigneo Advisory Services, LLC | 2,041 | $1.35M | 0.10% | +88+4.5% | Added |
| Focus Financial Network, Inc. | 2,045 | $1.35M | 0.05% | −16−0.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,059 | $1.36M | 0.54% | +152+8.0% | Added |
| Stance Capital LLC | 2,068 | $1.37M | 0.50% | −12−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,068 | $1.37M | 0.10% | +100+5.1% | Added |
| Anchyra Partners LLC | 2,068 | $1.37M | 0.42% | +2,068 | New |
| Harbour Investments, Inc. | 2,098 | $1.39M | 0.03% | +1,688+411.7% | Added |
| Frec Markets, Inc. | 2,108 | $1.40M | 0.41% | +2,108 | New |
| Dockside LLC | 2,118 | $1.40M | 0.36% | +2,118 | New |
| Rockline Wealth Management, LLC | 2,120 | $1.40M | 0.29% | +339+19.0% | Added |
| Advisor OS, LLC | 2,128 | $1.41M | 0.11% | −107−4.8% | Reduced |
| Quantitative Investment Management, LLC | 2,136 | $1.41M | 0.14% | +68+3.3% | Added |
| Trueblood Wealth Management, LLC | 2,150 | $1.42M | 0.56% | −13−0.6% | Reduced |
| Alpha Family Trust | 2,150 | $1.42M | 0.65% | 00.0% | Unchanged |
| Elevated Private Wealth, LLC | 2,150 | $1.42M | 1.48% | +2,150 | New |