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 |
|---|---|---|---|---|---|
| Axxcess Wealth Management, LLC | 9,065 | $6.00M | 0.11% | +1,894+26.4% | Added |
| Diversified Trust Co | 9,068 | $6.01M | 0.11% | −1,174−11.5% | Reduced |
| M. Kulyk & Associates, LLC | 9,167 | $6.07M | 1.16% | +464+5.3% | Added |
| Carmignac Gestion | 9,179 | $6.09M | 0.08% | −4,323−32.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,231 | $6.11M | 0.19% | −16,582−64.2% | Reduced |
| Tema ETFs LLC | 9,244 | $6.12M | 0.48% | −518−5.3% | Reduced |
| Stratos Wealth Partners, LTD. | 9,251 | $6.13M | 0.07% | −216−2.3% | Reduced |
| Trust Co of Virginia | 9,269 | $6.14M | 0.50% | −35−0.4% | Reduced |
| First Horizon Corp | 9,348 | $6.19M | 0.28% | −440−4.5% | Reduced |
| North Dakota State Investment Board | 9,359 | $6.20M | 0.23% | +9,359 | New |
| Tokio Marine Asset Management Co Ltd | 9,375 | $6.21M | 0.21% | +60+0.6% | Added |
| Empirical Finance, LLC | 9,387 | $6.22M | 0.30% | −405−4.1% | Reduced |
| First Nebraska Trust Co | 9,390 | $6.22M | 0.57% | −120−1.3% | Reduced |
| Guinness Atkinson Asset Management Inc | 9,348 | $6.30M | 2.97% | +509+5.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 9,550 | $6.33M | 0.17% | +434+4.8% | Added |
| Central Bank & Trust Co | 9,556 | $6.33M | 0.98% | −60−0.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.59% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 9,611 | $6.37M | 2.76% | +1,603+20.0% | Added |
| Catalytic Wealth RIA, LLC | 9,626 | $6.38M | 0.23% | +1,251+14.9% | Added |
| Merit Financial Group, LLC | 9,746 | $6.46M | 0.05% | −880−8.3% | Reduced |
| Plato Investment Management Ltd | 9,712 | $6.46M | 0.42% | −142−1.4% | Reduced |
| Bouvel Investment Partners, LLC | 9,775 | $6.47M | 1.87% | +169+1.8% | Added |
| Uhlmann Price Securities, LLC | 9,787 | $6.48M | 3.84% | +544+5.9% | Added |
| Huntington National Bank | 9,894 | $6.55M | 0.04% | −724−6.8% | Reduced |
| Fiduciary Trust Co | 10,027 | $6.64M | 0.08% | −933−8.5% | Reduced |
| Private Advisor Group, LLC | 10,049 | $6.66M | 0.03% | −259−2.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 10,065 | $6.67M | 0.34% | −4,137−29.1% | Reduced |
| Bey-Douglas LLC | 10,107 | $6.69M | 5.36% | −30−0.3% | Reduced |
| Callahan Advisors, LLC | 10,121 | $6.70M | 0.55% | +10,121 | New |
| Promethos Capital, LLC | 10,123 | $6.71M | 1.83% | −681−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 10,228 | $6.78M | 0.22% | +434+4.4% | Added |
| Canal Capital Management, LLC | 10,232 | $6.78M | 0.96% | +541+5.6% | Added |
| Apriem Advisors | 10,317 | $6.83M | 0.63% | −162−1.5% | Reduced |
| Marex Group plc | 10,321 | $6.84M | 0.07% | −40,504−79.7% | Reduced |
| Knollwood Investment Advisory, LLC | 10,361 | $6.86M | 0.64% | +104+1.0% | Added |
| Banque Cantonale Vaudoise | 10,408 | $6.89M | 0.25% | −697−6.3% | Reduced |
| NatWest Group plc | 10,415 | $6.90M | 1.61% | −3,591−25.6% | Reduced |
| Quinn Opportunity Partners LLC | 10,500 | $6.96M | 0.30% | +10,500 | New |
| Thompson Siegel & Walmsley LLC | 10,527 | $6.97M | 0.12% | +3,500+49.8% | Added |
| Groupe la Francaise | 10,536 | $6.98M | 0.10% | −10.0% | Reduced |
| AdvisorShares Investments LLC | 10,685 | $7.08M | 1.18% | −420−3.8% | Reduced |
| D.A. Davidson & Co. | 10,691 | $7.08M | 0.04% | −50.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,718 | $7.10M | 0.40% | +10,718 | New |
| S-Bank Fund Management Ltd | 10,774 | $7.14M | 0.93% | −686−6.0% | Reduced |
| HM Payson & Co | 10,800 | $7.15M | 0.10% | +9+0.1% | Added |
| Omers Administration Corp | 10,878 | $7.21M | 0.05% | −740−6.4% | Reduced |
| Strategic Planning Group, LLC | 11,020 | $7.30M | 0.94% | +1,248+12.8% | Added |
| Steward Partners Investment Advisory, LLC | 11,048 | $7.32M | 0.04% | +1,641+17.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 11,065 | $7.33M | 0.32% | +650+6.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 11,116 | $7.36M | 0.92% | −396−3.4% | Reduced |
| Kinneret Advisory, LLC | 11,123 | $7.37M | 0.62% | −305−2.7% | Reduced |
| Bogart Wealth, LLC | 11,212 | $7.43M | 0.30% | +4,107+57.8% | Added |
| Knights of Columbus Asset Advisors LLC | 11,327 | $7.50M | 0.43% | −3,931−25.8% | Reduced |
| Americana Partners, LLC | 11,381 | $7.54M | 0.21% | +171+1.5% | Added |
| CX Institutional | 11,408 | $7.56M | 0.23% | +2,460+27.5% | Added |
| Stansberry Asset Management, LLC | 11,411 | $7.56M | 0.77% | +89+0.8% | Added |
| XXEC, Inc. | 11,435 | $7.57M | 7.57% | −1,979−14.8% | Reduced |
| Marks Group Wealth Management, Inc | 11,554 | $7.65M | 0.73% | −626−5.1% | Reduced |
| Sand Hill Global Advisors, LLC | 11,645 | $7.71M | 0.27% | +4,067+53.7% | Added |
| Siemens Fonds Invest GmbH | 11,725 | $7.85M | 0.42% | −587−4.8% | Reduced |
| Carderock Capital Management Inc | 11,868 | $7.86M | 1.90% | −115−1.0% | Reduced |
| Employees Retirement System of Texas | 11,869 | $7.86M | 0.06% | +4,480+60.6% | Added |
| Sendero Wealth Management, LLC | 11,870 | $7.86M | 0.87% | −1,582−11.8% | Reduced |
| RSM US Wealth Management LLC | 11,818 | $7.92M | 0.10% | −382−3.1% | Reduced |
| New Age Alpha Advisors, LLC | 11,972 | $7.93M | 0.34% | −1,018−7.8% | Reduced |
| Bessemer Group Inc | 11,986 | $7.94M | 0.01% | −1,267−9.6% | Reduced |
| CAPROCK Group, Inc. | 11,994 | $7.95M | 0.17% | −168−1.4% | Reduced |
| PKO Investment Management Joint-Stock Co | 12,000 | $7.95M | 0.63% | 00.0% | Unchanged |
| Amica Mutual Insurance Co | 12,001 | $7.95M | 0.69% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 12,003 | $7.95M | 2.69% | +12,003 | New |
| Eagle Capital Management, LLC | 12,097 | $8.01M | 2.91% | −11−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 12,131 | $8.04M | 0.10% | +2,194+22.1% | Added |
| Advisory Services Network, LLC | 12,275 | $8.13M | 0.12% | −1,338−9.8% | Reduced |
| Zions Bancorporation, National Association | 12,304 | $8.15M | 0.38% | +1,254+11.3% | Added |
| Evelyn Partners Asset Management Ltd | 12,323 | $8.16M | 1.92% | −2,216−15.2% | Reduced |
| Dividend Assets Capital, LLC | 12,365 | $8.19M | 1.57% | +1,684+15.8% | Added |
| Clark Capital Management Group, Inc. | 12,377 | $8.20M | 0.05% | +1,470+13.5% | Added |
| Silvercrest Asset Management Group LLC | 12,451 | $8.25M | 0.06% | +749+6.4% | Added |
| Bright Rock Capital Management, LLC | 12,500 | $8.28M | 1.63% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 12,556 | $8.32M | 0.98% | +2,296+22.4% | Added |
| CBOE Vest Financial, LLC | 12,562 | $8.32M | 0.11% | +3,777+43.0% | Added |
| Ameritas Investment Partners, Inc. | 12,575 | $8.33M | 0.25% | +709+6.0% | Added |
| Capital Fund Management S.A. | 12,694 | $8.41M | 0.08% | −43,098−77.2% | Reduced |
| Anderson Hoagland & Co | 12,751 | $8.45M | 0.73% | −95−0.7% | Reduced |
| Argent Capital Management LLC | 12,770 | $8.46M | 0.24% | −30,818−70.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 12,774 | $8.46M | 0.15% | +182+1.4% | Added |
| New Mexico Educational Retirement Board | 12,778 | $8.46M | 0.25% | +100+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 12,870 | $8.53M | 0.12% | +6,428+99.8% | Added |
| GAM Holding AG | 12,902 | $8.55M | 0.55% | −1,897−12.8% | Reduced |
| Farther Finance Advisors, LLC | 12,921 | $8.56M | 0.09% | +1,599+14.1% | Added |
| Nearwater Capital Markets, Ltd | 13,000 | $8.61M | 0.15% | −20,600−61.3% | Reduced |
| Vanderbilt University | 13,063 | $8.65M | 1.48% | +504+4.0% | Added |
| Kestra Advisory Services, LLC | 13,086 | $8.67M | 0.04% | +2,524+23.9% | Added |
| RMB Capital Management, LLC | 13,113 | $8.69M | 0.15% | −1,368−9.4% | Reduced |
| Princeton Global Asset Management LLC | 13,305 | $8.81M | 1.43% | +6,502+95.6% | Added |
| Eagle Global Advisors LLC | 13,314 | $8.82M | 0.33% | +904+7.3% | Added |
| EFG International AG | 13,331 | $8.83M | 0.17% | +13,331 | New |
| Apollon Wealth Management, LLC | 13,426 | $8.89M | 0.15% | −243−1.8% | Reduced |
| Elk River Wealth Management, LLC | 13,509 | $8.94M | 1.44% | −294−2.1% | Reduced |
| Marietta Wealth Management, LLC | 13,512 | $8.95M | 1.04% | +505+3.9% | Added |