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 |
|---|---|---|---|---|---|
| Optas, LLC | 2,154 | $1.43M | 0.22% | +148+7.4% | Added |
| ROI Financial Advisors, LLC | 2,154 | $1.43M | 0.82% | −27−1.2% | Reduced |
| Accretive Wealth Partners, LLC | 2,154 | $1.43M | 0.42% | −114−5.0% | Reduced |
| Smith, Salley & Associates | 2,161 | $1.43M | 0.07% | −11−0.5% | Reduced |
| St. Louis Trust Co | 2,173 | $1.44M | 0.17% | +1,533+239.5% | Added |
| Boston Family Office LLC | 2,175 | $1.44M | 0.09% | +508+30.5% | Added |
| Summit Global Investments | 2,175 | $1.44M | 0.09% | +1,154+113.0% | Added |
| Generali Investments, Management Co LLC | 2,187 | $1.45M | 0.29% | −417−16.0% | Reduced |
| McRae Capital Management Inc | 2,192 | $1.45M | 0.30% | +15+0.7% | Added |
| Goelzer Investment Management, Inc. | 2,203 | $1.46M | 0.07% | +2,203 | New |
| Legato Capital Management LLC | 2,211 | $1.46M | 0.13% | +2,211 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.47M | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,242 | $1.49M | 0.01% | −2−0.1% | Reduced |
| Thoroughbred Financial Services, LLC | 2,249 | $1.49M | 0.09% | −183−7.5% | Reduced |
| Quintet Private Bank (Europe) S.A. | 2,260 | $1.50M | 0.09% | −197−8.0% | Reduced |
| Great Diamond Partners, LLC | 2,262 | $1.50M | 0.29% | +35+1.6% | Added |
| Quent Capital, LLC | 2,263 | $1.50M | 0.11% | +49+2.2% | Added |
| Nicolet Bankshares Inc | 2,294 | $1.52M | 0.24% | +391+20.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,299 | $1.52M | 0.03% | −93−3.9% | Reduced |
| NBC Securities, Inc. | 2,300 | $1.52M | 0.11% | +84+3.8% | Added |
| Adelphi Trust Co | 2,311 | $1.53M | 1.25% | +2,311 | New |
| Motiv8 Investments LLC | 2,315 | $1.53M | 0.84% | +241+11.6% | Added |
| Ironwood Investment Counsel, LLC | 2,331 | $1.54M | 0.22% | −61−2.6% | Reduced |
| StoneX Group Inc. | 2,336 | $1.55M | 0.07% | +147+6.7% | Added |
| Founders Financial Securities LLC | 2,338 | $1.55M | 0.09% | +287+14.0% | Added |
| Sompo Asset Management Co., Ltd. | 2,340 | $1.55M | 0.27% | −40−1.7% | Reduced |
| Argent Trust Co | 2,341 | $1.55M | 0.05% | −362−13.4% | Reduced |
| Wealth Alliance | 2,341 | $1.55M | 0.15% | +46+2.0% | Added |
| Peak Asset Management, LLC | 2,345 | $1.55M | 0.26% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,347 | $1.55M | 0.28% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,351 | $1.55M | 0.01% | −748−24.1% | Reduced |
| Main Management ETF Advisors, LLC | 2,349 | $1.56M | 0.06% | +24+1.0% | Added |
| Fieldview Capital Management, LLC | 2,349 | $1.56M | 0.26% | +2,349 | New |
| Citizens National Bank Trust Department | 2,353 | $1.56M | 0.27% | −15−0.6% | Reduced |
| Precedent Wealth Partners, LLC | 2,357 | $1.56M | 0.33% | +247+11.7% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,365 | $1.57M | 0.26% | −174−6.9% | Reduced |
| Arkadios Wealth Advisors | 2,369 | $1.57M | 0.03% | −57−2.3% | Reduced |
| Chesley Taft & Associates LLC | 2,373 | $1.57M | 0.06% | +3+0.1% | Added |
| Premier Path Wealth Partners, LLC | 2,378 | $1.58M | 0.20% | +114+5.0% | Added |
| Childress Capital Advisors, LLC | 2,400 | $1.59M | 0.26% | +898+59.8% | Added |
| BancorpSouth Bank | 2,424 | $1.61M | 0.09% | −148−5.8% | Reduced |
| Gladstone Institutional Advisory LLC | 2,428 | $1.61M | 0.06% | −846−25.8% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,429 | $1.61M | 0.94% | +284+13.2% | Added |
| WT Wealth Management | 2,431 | $1.61M | 0.46% | +2,431 | New |
| Roberts Glore & Co Inc | 2,435 | $1.61M | 0.43% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,447 | $1.62M | 0.22% | −59−2.4% | Reduced |
| Fulton Bank, N.A. | 2,467 | $1.63M | 0.06% | +41+1.7% | Added |
| Baader Bank INC | 2,475 | $1.64M | 0.14% | −1,715−40.9% | Reduced |
| Elmwood Wealth Management, Inc. | 2,476 | $1.64M | 0.52% | −30−1.2% | Reduced |
| Vision Retirement, LLC | 2,489 | $1.65M | 0.44% | +2,489 | New |
| GLOBALT Investments LLC | 2,493 | $1.65M | 0.06% | −21−0.8% | Reduced |
| Choate Investment Advisors | 2,505 | $1.66M | 0.03% | +155+6.6% | Added |
| Boston Private Wealth LLC | 2,505 | $1.66M | 0.10% | −128−4.9% | Reduced |
| Gemmer Asset Management LLC | 2,520 | $1.67M | 0.13% | +2,152+584.8% | Added |
| Papamarkou Wellner Asset Management inc. | 2,525 | $1.67M | 1.01% | +64+2.6% | Added |
| BCJ Capital Management, LLC | 2,527 | $1.67M | 0.10% | +654+34.9% | Added |
| Integrated Quantitative Investments LLC | 2,532 | $1.68M | 0.36% | +812+47.2% | Added |
| Keel Point, LLC | 2,583 | $1.71M | 0.10% | −132−4.9% | Reduced |
| Novare Capital Management LLC | 2,584 | $1.71M | 0.13% | −170−6.2% | Reduced |
| Family Legacy, Inc. | 2,588 | $1.71M | 0.51% | +16+0.6% | Added |
| Moneta Group Investment Advisors LLC | 2,607 | $1.73M | 0.01% | +119+4.8% | Added |
| WSFS Capital Management, LLC | 2,619 | $1.73M | 0.08% | −721−21.6% | Reduced |
| Silicon Valley Capital Partners | 2,623 | $1.74M | 0.16% | +4+0.2% | Added |
| Anchor Investment Management, LLC | 2,633 | $1.74M | 0.14% | +46+1.8% | Added |
| Fiduciary Alliance LLC | 2,637 | $1.75M | 0.11% | +863+48.6% | Added |
| Dorsey & Whitney Trust CO LLC | 2,638 | $1.75M | 0.09% | −79−2.9% | Reduced |
| First Citizens Bank & Trust Co | 2,639 | $1.75M | 0.04% | +129+5.1% | Added |
| Scissortail Wealth Management, LLC | 2,640 | $1.75M | 0.40% | 00.0% | Unchanged |
| Cullinan Associates Inc | 2,645 | $1.75M | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 2,650 | $1.75M | 0.26% | −26−1.0% | Reduced |
| XTX Topco Ltd | 2,657 | $1.76M | 0.05% | +2,657 | New |
| Modera Wealth Management, LLC | 2,660 | $1.76M | 0.02% | +73+2.8% | Added |
| Personal Cfo Solutions, LLC | 2,683 | $1.78M | 0.28% | −4−0.1% | Reduced |
| Cookson Peirce & Co Inc | 2,705 | $1.79M | 0.07% | +454+20.2% | Added |
| Grant Private Wealth Management Inc | 2,715 | $1.80M | 1.09% | −4−0.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.82M | 0.19% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,740 | $1.82M | 0.25% | −350−11.3% | Reduced |
| Tribridge Partners Financial LLC | 2,748 | $1.82M | 0.76% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,756 | $1.83M | 0.13% | +47+1.7% | Added |
| Integrated Wealth Concepts LLC | 2,761 | $1.83M | 0.02% | −574−17.2% | Reduced |
| Prana Capital Management, LP | 2,779 | $1.84M | 0.07% | −70,342−96.2% | Reduced |
| Conway Capital Management, Inc. | 2,795 | $1.85M | 0.79% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,795 | $1.85M | 0.04% | +280+11.1% | Added |
| Virtus Investment Advisers, Inc. | 2,810 | $1.86M | 0.51% | +514+22.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,815 | $1.86M | 0.09% | −132−4.5% | Reduced |
| PEAK6 LLC | 2,820 | $1.87M | 0.05% | +2,445+652.0% | Added |
| Eads & Heald Wealth Management | 2,842 | $1.88M | 0.91% | −49−1.7% | Reduced |
| FSM Wealth Advisors, LLC | 2,849 | $1.89M | 0.26% | +22+0.8% | Added |
| Cohen Capital Management, Inc. | 2,865 | $1.90M | 0.29% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 2,896 | $1.92M | 0.06% | −23−0.8% | Reduced |
| Churchill Financial Advisors, LLC | 2,900 | $1.92M | 0.59% | +2,900 | New |
| Qtron Investments LLC | 2,904 | $1.92M | 0.25% | −155−5.1% | Reduced |
| J. Safra Sarasin Holding AG | 2,935 | $1.94M | 0.03% | −1,417−32.6% | Reduced |
| GTS Securities LLC | 2,948 | $1.95M | 0.07% | −2,109−41.7% | Reduced |
| Moore Capital Management, LP | 2,964 | $1.96M | 0.04% | +1,127+61.4% | Added |
| Barings LLC | 2,975 | $1.97M | 0.04% | +215+7.8% | Added |
| Abacus Planning Group, Inc. | 2,978 | $1.97M | 0.26% | +84+2.9% | Added |
| BankPlus Trust Department | 2,978 | $1.97M | 0.52% | +351+13.4% | Added |
| Stiles Financial Services Inc | 3,001 | $1.99M | 0.61% | −33−1.1% | Reduced |
| Naviter Wealth, LLC | 3,001 | $1.99M | 0.26% | −531−15.0% | Reduced |