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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 3,014 | $2.00M | 0.03% | +6+0.2% | Added |
| Outfitter Financial LLC | 3,015 | $2.00M | 1.57% | −8−0.3% | Reduced |
| Dynasty Wealth Management, LLC | 3,015 | $2.00M | 0.02% | +292+10.7% | Added |
| Net Worth Advisory Group | 3,043 | $2.02M | 0.41% | +242+8.6% | Added |
| Congress Asset Management Co | 3,054 | $2.02M | 0.01% | −541−15.0% | Reduced |
| Valley National Advisers Inc | 3,062 | $2.03M | 0.28% | +121+4.1% | Added |
| Krilogy Financial LLC | 3,644 | $2.05M | 0.07% | −896−19.7% | Reduced |
| Stock Yards Bank & Trust Co | 3,095 | $2.05M | 0.06% | +2+0.1% | Added |
| Verition Fund Management LLC | 3,103 | $2.06M | 0.01% | −22,614−87.9% | Reduced |
| Trust Asset Management LLC | 3,108 | $2.06M | 0.14% | −113−3.5% | Reduced |
| Scratch Capital LLC | 3,125 | $2.07M | 1.35% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,158 | $2.09M | 0.03% | −4,933−61.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,170 | $2.10M | 0.89% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 3,185 | $2.11M | 0.01% | −1,433−31.0% | Reduced |
| Machina Capital S.A.S. | 3,187 | $2.11M | 0.40% | −824−20.5% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.11M | 0.06% | 00.0% | Unchanged |
| RB Capital Management, LLC | 3,199 | $2.12M | 0.43% | −39−1.2% | Reduced |
| Polar Asset Management Partners Inc. | 3,200 | $2.12M | 0.04% | −7,096−68.9% | Reduced |
| Valmark Advisers, Inc. | 3,241 | $2.15M | 0.03% | −10.0% | Reduced |
| Circle Wealth Management, LLC | 3,243 | $2.15M | 0.03% | −258−7.4% | Reduced |
| Strive Financial Group ,LLC | 3,256 | $2.16M | 1.14% | +3,256 | New |
| Signature Wealth Management Group | 3,264 | $2.16M | 0.88% | +97+3.1% | Added |
| Univest Financial Corp | 3,268 | $2.16M | 0.11% | +3+0.1% | Added |
| BDF-Gestion | 3,279 | $2.17M | 0.27% | −219−6.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,293 | $2.18M | 0.11% | +1,110+50.8% | Added |
| Clean Yield Group | 3,296 | $2.18M | 0.61% | +25+0.8% | Added |
| Boston Trust Walden Corp | 3,309 | $2.19M | 0.02% | −100−2.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 3,321 | $2.20M | 0.17% | +1,314+65.5% | Added |
| Ellis Investment Partners, LLC | 3,335 | $2.21M | 0.39% | +10.0% | Added |
| Berger Financial Group, Inc | 3,352 | $2.22M | 0.13% | −29−0.9% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,718 | $2.22M | 0.18% | +3,718 | New |
| Ledyard National Bank | 3,358 | $2.22M | 0.19% | −120−3.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,367 | $2.23M | 0.06% | −12,117−78.3% | Reduced |
| Atlantic Union Bankshares Corp | 3,371 | $2.23M | 0.04% | +1,041+44.7% | Added |
| GM Advisory Group, Inc. | 3,383 | $2.24M | 0.09% | +151+4.7% | Added |
| CSM Advisors, LLC | 3,389 | $2.24M | 0.06% | +607+21.8% | Added |
| Old National Bancorp | 3,389 | $2.24M | 0.04% | −641−15.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 3,392 | $2.25M | 0.32% | +799+30.8% | Added |
| Fairfield, Bush & Co. | 3,399 | $2.25M | 1.19% | +61+1.8% | Added |
| Roundview Capital LLC | 3,420 | $2.27M | 0.14% | −1,820−34.7% | Reduced |
| Essex Investment Management Co LLC | 3,429 | $2.27M | 0.35% | −385−10.1% | Reduced |
| PFG Advisors | 3,438 | $2.28M | 0.11% | −2,510−42.2% | Reduced |
| BKD Wealth Advisors, LLC | 3,444 | $2.28M | 0.04% | +33+1.0% | Added |
| IFP Advisors, Inc | 3,459 | $2.29M | 0.05% | −54−1.5% | Reduced |
| Venturi Wealth Management, LLC | 3,472 | $2.30M | 0.10% | +36+1.0% | Added |
| Checchi Capital Advisers, LLC | 3,486 | $2.31M | 0.16% | −472−11.9% | Reduced |
| Perpetual Ltd | 3,500 | $2.32M | 0.03% | +626+21.8% | Added |
| Element Squared LLC | 3,509 | $2.32M | 1.26% | +89+2.6% | Added |
| Whittier Trust Co of Nevada Inc | 3,593 | $2.33M | 0.05% | −70−1.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,524 | $2.33M | 1.29% | +173+5.2% | Added |
| Groupama Asset Managment | 3,546 | $2.35M | 0.03% | −328−8.5% | Reduced |
| Kestra Investment Management, LLC | 3,561 | $2.36M | 0.06% | +371+11.6% | Added |
| Procyon Private Wealth Partners, LLC | 3,591 | $2.38M | 0.12% | +1,527+74.0% | Added |
| Summit Financial, LLC | 3,607 | $2.39M | 0.04% | −194−5.1% | Reduced |
| Central Pacific Bank - Trust Division | 3,621 | $2.40M | 0.29% | +18+0.5% | Added |
| Crestwood Advisors Group LLC | 3,640 | $2.41M | 0.04% | +526+16.9% | Added |
| Jacobi Capital Management LLC | 3,644 | $2.41M | 0.14% | +24+0.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 3,648 | $2.42M | 0.31% | +3,648 | New |
| Guardian Partners Inc. | 5,445 | $2.42M | 0.19% | +478+9.6% | Added |
| Fifth Third Wealth Advisors LLC | 3,652 | $2.42M | 0.08% | −124−3.3% | Reduced |
| Concord Asset Management, LLC | 3,667 | $2.43M | 0.42% | +103+2.9% | Added |
| Diversify Advisory Services, LLC | 4,478 | $2.44M | 0.08% | +278+6.6% | Added |
| Leonteq Securities AG | 3,698 | $2.45M | 0.13% | −3,350−47.5% | Reduced |
| Norden Group LLC | 3,699 | $2.45M | 0.24% | −110−2.9% | Reduced |
| Concord Wealth Partners | 3,708 | $2.46M | 0.32% | +205+5.9% | Added |
| Blackstone Group Inc. | 3,733 | $2.47M | 0.01% | +3,733 | New |
| Savant Capital, LLC | 3,738 | $2.48M | 0.01% | +283+8.2% | Added |
| Buckingham Strategic Partners | 3,752 | $2.49M | 0.03% | −602−13.8% | Reduced |
| Harfst & Associates, Inc. | 3,761 | $2.49M | 0.45% | −35−0.9% | Reduced |
| RMR Wealth Builders | 3,765 | $2.49M | 0.20% | +474+14.4% | Added |
| SWS Partners | 3,769 | $2.50M | 0.60% | +804+27.1% | Added |
| Triad Investment Management | 3,793 | $2.51M | 2.54% | +3,793 | New |
| SBI Okasan Asset Management Co.Ltd. | 3,750 | $2.53M | 0.14% | +3,750 | New |
| Inlet Private Wealth, LLC | 3,842 | $2.55M | 0.59% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 3,868 | $2.56M | 0.05% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 3,870 | $2.56M | 0.97% | −1,300−25.1% | Reduced |
| AXS Investments LLC | 3,906 | $2.59M | 0.89% | −24−0.6% | Reduced |
| Greater Midwest Financial Group, LLC | 3,955 | $2.62M | 1.46% | +3,955 | New |
| Gateway Investment Advisers LLC | 3,965 | $2.63M | 0.02% | +665+20.2% | Added |
| Value Partners Investments Inc. | 3,963 | $2.63M | 0.20% | +17+0.4% | Added |
| Wedbush Securities Inc | 3,976 | $2.63M | 0.08% | +634+19.0% | Added |
| Southern Capital Advisors, LLC | 3,994 | $2.65M | 1.22% | +3,304+478.8% | Added |
| Altrafin AG | 4,000 | $2.65M | 0.84% | −4,831−54.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.65M | 0.71% | 00.0% | Unchanged |
| Caption Management, LLC | 4,000 | $2.65M | 0.12% | +4,000 | New |
| Banque Pictet & Cie SA | 4,001 | $2.65M | 0.03% | −1,738−30.3% | Reduced |
| Scott & Selber, Inc. | 4,013 | $2.66M | 0.67% | −142−3.4% | Reduced |
| Cache Advisors, LLC | 4,017 | $2.66M | 0.33% | 00.0% | Unchanged |
| Unique Wealth, LLC | 4,032 | $2.67M | 0.37% | −1,381−25.5% | Reduced |
| Ascent Group, LLC | 4,037 | $2.67M | 0.09% | +860+27.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 4,081 | $2.70M | 0.35% | +140+3.6% | Added |
| HighPoint Advisor Group LLC | 4,114 | $2.72M | 0.06% | +461+12.6% | Added |
| Freedom Day Solutions, LLC | 4,127 | $2.73M | 0.74% | +37+0.9% | Added |
| Oarsman Capital, Inc. | 4,139 | $2.74M | 0.36% | +2,108+103.8% | Added |
| Ironwood Financial, llc | 4,336 | $2.76M | 0.47% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,163 | $2.76M | 0.05% | +428+11.5% | Added |
| Icon Wealth Advisors, LLC | 4,192 | $2.78M | 0.19% | −703−14.4% | Reduced |
| Angeles Wealth Management, LLC | 4,228 | $2.80M | 0.15% | +159+3.9% | Added |
| Petredis Investment Advisors LLC | 4,236 | $2.81M | 0.22% | −54−1.3% | Reduced |
| Syon Capital LLC | 4,239 | $2.81M | 0.14% | +269+6.8% | Added |