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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 4,251 | $2.82M | 0.16% | +794+23.0% | Added |
| Herold Advisors, Inc. | 4,257 | $2.82M | 0.63% | +25+0.6% | Added |
| Everhart Financial Group, Inc. | 4,260 | $2.82M | 0.26% | +881+26.1% | Added |
| TCW Group Inc | 4,289 | $2.84M | 0.02% | +4,289 | New |
| Sherman Porfolios, LLC | 4,289 | $2.84M | 0.19% | +4,289 | New |
| Private Capital Advisors, Inc. | 4,300 | $2.85M | 0.29% | −1,850−30.1% | Reduced |
| Nutshell Asset Management Ltd | 4,300 | $2.85M | 1.02% | +4,300 | New |
| Sofos Investments, Inc. | 4,319 | $2.86M | 0.55% | +334+8.4% | Added |
| Katamaran Capital LLP | 4,347 | $2.88M | 2.18% | −628−12.6% | Reduced |
| Spire Wealth Management | 4,365 | $2.89M | 0.10% | +116+2.7% | Added |
| Wedmont Private Capital | 4,455 | $2.90M | 0.10% | +139+3.2% | Added |
| Biltmore Family Office, LLC | 4,413 | $2.92M | 0.40% | −222−4.8% | Reduced |
| Mission Wealth Management, LP | 4,421 | $2.93M | 0.06% | −12−0.3% | Reduced |
| Avestar Capital, LLC | 4,423 | $2.93M | 0.20% | +22+0.5% | Added |
| Ocean Capital Management, LLC | 4,437 | $2.94M | 0.59% | −495−10.0% | Reduced |
| Chilton Investment Co LLC | 4,459 | $2.95M | 0.06% | −133−2.9% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,466 | $2.96M | 0.35% | +183+4.3% | Added |
| Wealthspire Advisors, LLC | 4,519 | $2.99M | 0.02% | +2,519+126.0% | Added |
| Rational Advisors LLC | 4,521 | $2.99M | 0.31% | −659−12.7% | Reduced |
| Intesa Sanpaolo S.p.A. | 4,472 | $3.00M | 0.19% | +4,472 | New |
| Keebeck Wealth Management, LLC | 4,560 | $3.02M | 0.35% | +3,856+547.7% | Added |
| MV Capital Management, Inc. | 4,567 | $3.03M | 0.29% | +135+3.0% | Added |
| Independent Solutions Wealth Management, LLC | 4,576 | $3.03M | 0.56% | −89−1.9% | Reduced |
| Prospera Financial Services Inc | 4,582 | $3.04M | 0.05% | +288+6.7% | Added |
| City Holding Co | 4,584 | $3.04M | 0.37% | −176−3.7% | Reduced |
| RVW Wealth, LLC | 4,591 | $3.04M | 0.23% | −6−0.1% | Reduced |
| AlphaCore Capital LLC | 4,592 | $3.04M | 0.07% | +870+23.4% | Added |
| Chatham Capital Group, Inc. | 4,607 | $3.05M | 0.43% | +114+2.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 4,610 | $3.05M | 0.05% | −12,358−72.8% | Reduced |
| Agf Management Ltd | 4,638 | $3.07M | 0.01% | −1,658−26.3% | Reduced |
| Illumine Investment Management, LLC | 4,643 | $3.08M | 2.24% | −23−0.5% | Reduced |
| Oak Harvest Investment Services | 4,645 | $3.08M | 0.34% | −568−10.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,648 | $3.08M | 0.32% | +217+4.9% | Added |
| Fairbanks Capital Management, Inc. | 4,653 | $3.08M | 1.70% | −20−0.4% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,673 | $3.10M | 1.09% | −42−0.9% | Reduced |
| Atomi Financial Group, Inc. | 4,692 | $3.11M | 0.09% | +874+22.9% | Added |
| Savvy Advisors, Inc. | 4,747 | $3.14M | 0.10% | +1,036+27.9% | Added |
| Legal Advantage Investments, Inc. | 4,765 | $3.16M | 1.46% | −1,536−24.4% | Reduced |
| Harrington Investments, INC | 4,809 | $3.19M | 1.60% | +15+0.3% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 4,781 | $3.20M | 0.08% | +4,455+1,366.6% | Added |
| Welch & Forbes LLC | 4,840 | $3.21M | 0.04% | −11−0.2% | Reduced |
| Capital Asset Advisory Services LLC | 4,971 | $3.22M | 0.13% | +563+12.8% | Added |
| Coastal Bridge Advisors, LLC | 4,892 | $3.24M | 0.24% | +3,568+269.5% | Added |
| Central Trust Co | 4,979 | $3.30M | 0.06% | −21−0.4% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.31M | 0.38% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 5,002 | $3.31M | 0.46% | −200−3.8% | Reduced |
| Family Management Corp | 5,032 | $3.33M | 0.42% | +5,032 | New |
| Pacific Point Advisors, LLC | 5,099 | $3.38M | 1.81% | +269+5.6% | Added |
| Adviser Investments LLC | 5,105 | $3.38M | 0.04% | +537+11.8% | Added |
| S.A. Mason LLC | 5,110 | $3.39M | 1.34% | −25−0.5% | Reduced |
| Scharf Investments, LLC | 5,132 | $3.40M | 0.09% | −774−13.1% | Reduced |
| TD Private Client Wealth LLC | 5,144 | $3.41M | 0.07% | −1,038−16.8% | Reduced |
| First Manhattan Co | 5,161 | $3.42M | 0.01% | +5,161 | New |
| Davidson Capital Management Inc. | 5,162 | $3.42M | 0.74% | +182+3.7% | Added |
| Decatur Capital Management, Inc. | 5,188 | $3.44M | 1.40% | −258−4.7% | Reduced |
| Dash Acquisitions Inc. | 7,823 | $3.49M | 0.73% | +2,080+36.2% | Added |
| J.W. Cole Advisors, Inc. | 5,348 | $3.49M | 0.08% | −443−7.6% | Reduced |
| Ballentine Partners, LLC | 5,278 | $3.50M | 0.05% | +87+1.7% | Added |
| Smartleaf Asset Management LLC | 5,239 | $3.51M | 0.13% | +435+9.1% | Added |
| Advent International Corp | 5,318 | $3.52M | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 5,351 | $3.54M | 0.03% | −19,369−78.4% | Reduced |
| First Bank & Trust | 5,375 | $3.56M | 0.58% | +25+0.5% | Added |
| Monograph Wealth Advisors, LLC | 5,414 | $3.59M | 0.35% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,425 | $3.59M | 0.23% | +545+11.2% | Added |
| Guardian Capital LP | 5,463 | $3.62M | 0.11% | +292+5.6% | Added |
| Peloton Wealth Strategists | 5,496 | $3.64M | 1.41% | +1,197+27.8% | Added |
| Two Sigma Advisers, LP | 5,500 | $3.64M | 0.01% | −1,100−16.7% | Reduced |
| Two Point Capital Management, Inc. | 5,519 | $3.66M | 1.48% | +46+0.8% | Added |
| Roberts Wealth Advisors, LLC | 5,524 | $3.66M | 0.95% | −88−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 5,529 | $3.66M | 0.04% | +2,465+80.5% | Added |
| Ashton Thomas Private Wealth, LLC | 5,548 | $3.68M | 0.09% | −202−3.5% | Reduced |
| Cumberland Partners Ltd | 5,550 | $3.68M | 0.23% | −2,415−30.3% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 5,491 | $3.68M | 0.35% | +221+4.2% | Added |
| Mather Group, LLC. | 5,556 | $3.68M | 0.04% | −181−3.2% | Reduced |
| Balyasny Asset Management LLC | 5,561 | $3.68M | 0.01% | −8,289−59.8% | Reduced |
| Freestone Grove Partners LP | 5,588 | $3.70M | 0.03% | +5,588 | New |
| Logan Capital Management Inc | 5,591 | $3.70M | 0.16% | +257+4.8% | Added |
| Liberty One Investment Management, LLC | 5,625 | $3.73M | 0.48% | −4,010−41.6% | Reduced |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 5,631 | $3.73M | 0.73% | −4,650−45.2% | Reduced |
| Evergreen Capital Management LLC | 5,652 | $3.74M | 0.08% | +89+1.6% | Added |
| Brown Brothers Harriman & Co | 5,661 | $3.75M | 0.02% | +1,556+37.9% | Added |
| Hilltop Holdings Inc. | 5,671 | $3.76M | 0.23% | −160−2.7% | Reduced |
| L & S Advisors Inc | 5,696 | $3.77M | 0.35% | +155+2.8% | Added |
| Ted Buchan & Co | 5,740 | $3.80M | 1.40% | +589+11.4% | Added |
| Martin Capital Advisors, LLP | 5,745 | $3.81M | 2.23% | +43+0.8% | Added |
| Schonfeld Strategic Advisors LLC | 5,770 | $3.82M | 0.02% | −4,668−44.7% | Reduced |
| Mirova US LLC | 5,775 | $3.83M | 0.04% | +924+19.0% | Added |
| Hohimer Wealth Management, LLC | 5,815 | $3.85M | 0.52% | −129−2.2% | Reduced |
| Pensionmark Financial Group, LLC | 5,818 | $3.85M | 0.06% | +1,206+26.1% | Added |
| Scotia Capital Inc. | 5,854 | $3.88M | 0.02% | +862+17.3% | Added |
| Weil Company, Inc. | 5,875 | $3.89M | 0.90% | −295−4.8% | Reduced |
| Sig Brokerage, LP | 5,888 | $3.90M | 1.31% | +2,454+71.5% | Added |
| Evoke Wealth, LLC | 5,978 | $3.96M | 0.08% | +15+0.3% | Added |
| Brasada Capital Management, LP | 6,306 | $3.97M | 0.68% | +379+6.4% | Added |
| BOK Financial Private Wealth, Inc. | 5,994 | $3.97M | 0.24% | −20−0.3% | Reduced |
| Harbor Capital Advisors, Inc. | 6,015 | $3.98M | 0.31% | −9−0.1% | Reduced |
| Signaturefd, LLC | 6,118 | $4.05M | 0.06% | +14+0.2% | Added |
| Kornitzer Capital Management Inc | 6,161 | $4.08M | 0.08% | +510+9.0% | Added |
| Beacon Pointe Advisors, LLC | 6,168 | $4.09M | 0.03% | +960+18.4% | Added |
| Cyndeo Wealth Partners, LLC | 6,184 | $4.10M | 0.22% | +161+2.7% | Added |