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
- 2,270
- +113 vs. Q3 2025
- Shares held
- 243.8M
- +9.49M (+4.0%) vs. Q3 2025
- Total value
- $161.3B
- +$1.38B (+0.9%) vs. Q3 2025
- New holders
- 265
- 923 more added
- Sold out
- 152
- 800 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 |
|---|---|---|---|---|---|
| Osbon Capital Management LLC | 101 | $66.9K | 0.06% | +101 | New |
| Lodestone Wealth Management LLC | 101 | $66.9K | 0.03% | +101 | New |
| Ransom Advisory, Ltd | 104 | $68.9K | 0.03% | +20+23.8% | Added |
| Signature Equity Partners, LLC | 104 | $69.0K | 0.04% | +104 | New |
| South Plains Financial, Inc. | 105 | $69.5K | 0.04% | +93+775.0% | Added |
| TD Capital Management LLC | 105 | $69.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 106 | $70.2K | 0.01% | −2−1.9% | Reduced |
| SJS Investment Consulting Inc. | 108 | $71.5K | 0.01% | +13+13.7% | Added |
| NVWM, LLC | 110 | $72.9K | 0.02% | +3+2.8% | Added |
| Redwood Park Advisors LLC | 110 | $73.1K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 115 | $76.2K | 0.01% | +32+38.6% | Added |
| Islay Capital Management, LLC | 117 | $77.5K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 117 | $78.0K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 124 | $82.1K | 0.12% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 125 | $82.9K | 0.02% | +18+16.8% | Added |
| Anfield Capital Management, LLC | 126 | $83.5K | 0.03% | 00.0% | Unchanged |
| First Pacific Financial | 130 | $86.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 133 | $88.1K | 0.01% | −30−18.4% | Reduced |
| Curio Wealth, LLC | 134 | $90.4K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 137 | $90.8K | 0.04% | +13+10.5% | Added |
| Clark Wealth Partners | 140 | $92.6K | 0.06% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 140 | $92.7K | 0.05% | +25+21.7% | Added |
| Private Wealth Management Group, LLC | 141 | $93.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 143 | $94.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 145 | $96.1K | 0.02% | −7−4.6% | Reduced |
| Independence Bank of Kentucky | 146 | $96.7K | 0.01% | +11+8.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $99.0K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 150 | $99.4K | 0.00% | −967−86.6% | Reduced |
| Coastline Trust Co | 153 | $101.4K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 155 | $103.6K | 0.10% | +155 | New |
| Plante Moran Financial Advisors, LLC | 159 | $105.3K | 0.01% | −2−1.2% | Reduced |
| Solstein Capital, LLC | 159 | $105.3K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 164 | $108.7K | 0.16% | +4+2.5% | Added |
| Limestone Investment Advisors LP | 170 | $112.6K | 0.08% | +170 | New |
| Cornerstone Planning Group LLC | 216 | $116.1K | 0.02% | −1−0.5% | Reduced |
| Kempen Capital Management N.V. | 178 | $117.9K | 0.00% | +24+15.6% | Added |
| Indiana Trust & Investment Management CO | 180 | $119.2K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 183 | $121.2K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 187 | $123.9K | 0.07% | 00.0% | Unchanged |
| S&T Bank | 191 | $126.5K | 0.04% | +26+15.8% | Added |
| Brown Shipley& Co Ltd | 193 | $127.8K | 0.07% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $130.5K | 0.07% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $132.5K | 0.08% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 201 | $133.1K | 0.04% | +107+113.8% | Added |
| MCF Advisors LLC | 205 | $135.8K | 0.01% | +158+336.2% | Added |
| GW&K Investment Management, LLC | 212 | $140.0K | 0.00% | +10+5.0% | Added |
| Western Pacific Wealth Management, LP | 215 | $142.4K | 0.14% | −16−6.9% | Reduced |
| Salomon & Ludwin, LLC | 225 | $142.6K | 0.01% | +11+5.1% | Added |
| IMG Wealth Management, Inc. | 216 | $143.1K | 0.09% | +17+8.5% | Added |
| Jessup Wealth Management, Inc | 217 | $143.5K | 0.05% | +217 | New |
| Corsicana & Co. | 217 | $143.7K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 221 | $146.5K | 0.01% | +9+4.2% | Added |
| Family Capital Trust Co | 222 | $147.1K | 0.05% | +3+1.4% | Added |
| SHP Wealth Management | 225 | $148.7K | 0.01% | +225 | New |
| LRI Investments, LLC | 227 | $150.5K | 0.01% | −221−49.3% | Reduced |
| Delta Asset Management LLC | 228 | $151.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 235 | $155.7K | 0.00% | +2+0.9% | Added |
| Core Alternative Capital | 238 | $157.7K | 0.04% | +230+2,875.0% | Added |
| Wellington Shields & Co., LLC | 239 | $158.3K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 242 | $160.3K | 0.08% | +134+124.1% | Added |
| Financial Network Wealth Advisors LLC | 242 | $160.3K | 0.17% | 00.0% | Unchanged |
| St Germain D J Co Inc | 243 | $161.0K | 0.01% | +33+15.7% | Added |
| Glen Eagle Advisors, LLC | 246 | $163.2K | 0.02% | −10−3.9% | Reduced |
| Root Financial Partners, LLC | 256 | $169.6K | 0.01% | −34−11.7% | Reduced |
| WPG Advisers, LLC | 267 | $176.9K | 0.13% | −59−18.1% | Reduced |
| Torren Management, LLC | 268 | $177.5K | 0.09% | +268 | New |
| Murphy & Mullick Capital Management Corp | 269 | $178.2K | 0.13% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 283 | $187.5K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 287 | $190.4K | 0.02% | −266−48.1% | Reduced |
| Arlington Trust Co LLC | 296 | $196.1K | 0.02% | −1,936−86.7% | Reduced |
| Catherine Avery Investment Management LLC | 300 | $198.7K | 0.12% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $199.0K | 0.00% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 303 | $201.0K | 0.01% | +303 | New |
| Sentinus, LLC | 304 | $201.4K | 0.02% | −77−20.2% | Reduced |
| Bell Bank | 304 | $201.4K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 304 | $201.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 304 | $201.4K | 0.02% | +304 | New |
| Foronjy Financial LLC | 306 | $202.4K | 0.08% | +5+1.7% | Added |
| Azzad Asset Management Inc | 306 | $202.5K | 0.02% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 306 | $202.7K | 0.01% | +10+3.4% | Added |
| Bank of Nova Scotia Trust Co | 306 | $202.7K | 0.02% | +306 | New |
| Independent Wealth Network Inc. | 306 | $202.7K | 0.06% | +306 | New |
| Bennett Associates Wealth Management | 307 | $203.4K | 0.14% | +307 | New |
| Legacy Wealth Partners, LLC | 307 | $203.4K | 0.05% | +307 | New |
| Naples Global Advisors, LLC | 307 | $203.7K | 0.02% | −10−3.2% | Reduced |
| CoreCap Advisors, LLC | 308 | $204.0K | 0.01% | −590−65.7% | Reduced |
| Journey Advisory Group, LLC | 308 | $204.0K | 0.02% | −12−3.8% | Reduced |
| Grunden Financial Advisory, Inc. | 308 | $204.0K | 0.08% | +308 | New |
| Uniting Wealth Partners, LLC | 309 | $204.7K | 0.06% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 376 | $205.1K | 0.01% | +37+10.9% | Added |
| One Wealth Advisors, LLC | 310 | $205.3K | 0.03% | −48−13.4% | Reduced |
| Green Harvest Asset Management LLC | 310 | $205.4K | 0.00% | −51−14.1% | Reduced |
| Affinity Capital Advisors, LLC | 311 | $206.0K | 0.03% | +311 | New |
| ABLE Financial Group, LLC | 311 | $206.0K | 0.04% | −147−32.1% | Reduced |
| Spirepoint Private Client, LLC | 311 | $206.0K | 0.02% | +311 | New |
| GenTrust, LLC | 312 | $206.6K | 0.01% | −199−38.9% | Reduced |
| Caliber Wealth Management, LLC | 312 | $206.7K | 0.02% | +312 | New |
| Consilio Wealth Advisors, LLC | 313 | $207.3K | 0.06% | 00.0% | Unchanged |
| Tannin Capital LLC | 313 | $207.3K | 0.19% | +313 | New |
| Retirement Solution Inc. | 314 | $207.8K | 0.05% | 00.0% | Unchanged |