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 |
|---|---|---|---|---|---|
| DSG Capital Advisors, LLC | 376 | $208.5K | 0.03% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 315 | $208.7K | 0.01% | +5+1.6% | Added |
| Pine Haven Investment Counsel, Inc | 315 | $208.8K | 0.15% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 323 | $209.0K | 0.02% | −310−49.0% | Reduced |
| Ignite Planners, LLC | 420 | $209.5K | 0.03% | +31+8.0% | Added |
| Intrua Financial, LLC | 317 | $210.1K | 0.02% | −1−0.3% | Reduced |
| Aspiriant, LLC | 317 | $210.2K | 0.01% | +7+2.3% | Added |
| Baron Wealth Management LLC | 319 | $211.4K | 0.07% | +26+8.9% | Added |
| Lecap Asset Management Ltd | 320 | $212.0K | 0.08% | −896−73.7% | Reduced |
| West Bancorporation Inc | 320 | $212.0K | 0.11% | −25−7.2% | Reduced |
| Goldstein Advisors, LLC | 321 | $212.3K | 0.02% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 322 | $213.3K | 0.05% | −83−20.5% | Reduced |
| Braun-Bostich & Associates Inc. | 322 | $213.3K | 0.13% | −14−4.2% | Reduced |
| Burton Enright Welch | 322 | $213.3K | 0.03% | +19+6.3% | Added |
| Wealth Group, Ltd. | 323 | $214.0K | 0.21% | +323 | New |
| Hamilton Capital, LLC | 324 | $214.6K | 0.01% | +324 | New |
| Renasant Bank | 325 | $215.3K | 0.15% | −2−0.6% | Reduced |
| Credit Industriel Et Commercial | 325 | $215.3K | 0.03% | −450−58.1% | Reduced |
| Osprey Private Wealth LLC | 325 | $215.3K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 325 | $215.3K | 0.08% | +1+0.3% | Added |
| Bingham Private Wealth, LLC | 326 | $215.9K | 0.19% | +326 | New |
| Fragasso Group Inc. | 327 | $216.8K | 0.01% | +327 | New |
| Legacy Advisors, LLC | 327 | $216.9K | 0.02% | −108−24.8% | Reduced |
| Blue Chip Partners, Inc. | 331 | $219.0K | 0.02% | −11−3.2% | Reduced |
| Seelaus Asset Management LLC | 334 | $221.2K | 0.18% | +334 | New |
| Farmers National Bank | 335 | $221.9K | 0.05% | −45−11.8% | Reduced |
| Bank of Stockton | 335 | $221.9K | 0.06% | −18−5.1% | Reduced |
| Putney Financial Group LLC | 335 | $221.9K | 0.21% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 336 | $222.5K | 0.01% | −5−1.5% | Reduced |
| UMA Financial Services, Inc. | 336 | $222.6K | 0.03% | +31+10.2% | Added |
| Chancellor Financial Group WB LP | 337 | $223.2K | 0.15% | 00.0% | Unchanged |
| Lotus Technology Management, LP | 337 | $223.2K | 0.12% | +337 | New |
| Quadrant Private Wealth Management, LLC | 338 | $223.9K | 0.04% | +338 | New |
| Empirical Asset Management, LLC | 339 | $224.4K | 0.06% | −769−69.4% | Reduced |
| Black Diamond Financial, LLC | 339 | $224.6K | 0.02% | +339 | New |
| Certified Advisory Corp | 340 | $225.2K | 0.02% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 340 | $225.2K | 0.58% | −859−71.6% | Reduced |
| Royal Fund Management, LLC | 341 | $225.7K | 0.02% | +2+0.6% | Added |
| Cadent Capital Advisors, LLC | 341 | $225.9K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 341 | $226.1K | 0.02% | −17−4.7% | Reduced |
| CFS Investment Advisory Services, LLC | 343 | $227.2K | 0.02% | −2−0.6% | Reduced |
| Westmount Partners, LLC | 343 | $227.2K | 0.06% | +3+0.9% | Added |
| Twelve Points Wealth Management LLC | 352 | $227.7K | 0.05% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 345 | $228.4K | 0.13% | +19+5.8% | Added |
| Ponta Wealth Partners, LLC | 345 | $228.5K | 0.21% | +345 | New |
| Galvin, Gaustad & Stein, LLC | 345 | $228.6K | 0.02% | +13+3.9% | Added |
| Centurion Wealth Management LLC | 346 | $228.9K | 0.05% | +17+5.2% | Added |
| Blackston Financial Advisory Group, LLC | 347 | $229.9K | 0.14% | +1+0.3% | Added |
| Claret Asset Management Corp | 347 | $230.0K | 0.03% | +10+3.0% | Added |
| Motive Wealth Advisors | 349 | $231.2K | 0.10% | +9+2.6% | Added |
| Boltwood Capital Management | 349 | $231.2K | 0.06% | +349 | New |
| Golden State Wealth Management, LLC | 349 | $231.3K | 0.02% | −5−1.4% | Reduced |
| Atlas Brown,Inc. | 349 | $231.5K | 0.07% | −3−0.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 349 | $231.5K | 0.04% | +314+897.1% | Added |
| Park Place Capital Corp | 350 | $231.8K | 0.05% | −20−5.4% | Reduced |
| Clarkston Capital Partners, LLC | 351 | $232.5K | 0.01% | +5+1.4% | Added |
| Thompson David Blair | 351 | $232.5K | 0.13% | +351 | New |
| Marino, Stram & Associates LLC | 351 | $232.7K | 0.04% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 535 | $232.7K | 0.09% | −435−44.8% | Reduced |
| Patton Fund Management, Inc. | 352 | $233.2K | 0.03% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $233.2K | 0.17% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 353 | $233.8K | 0.14% | −16−4.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 353 | $233.8K | 0.04% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 353 | $233.8K | 0.22% | +353 | New |
| Quantum Financial Advisors, LLC | 355 | $234.9K | 0.03% | +3+0.9% | Added |
| Stonebrook Private Inc. | 355 | $235.2K | 0.05% | −11−3.0% | Reduced |
| Fermata Advisors, LLC | 356 | $235.7K | 0.06% | −26−6.8% | Reduced |
| Navis Wealth Advisors, LLC | 356 | $235.8K | 0.10% | +356 | New |
| Lantz Financial LLC | 357 | $236.5K | 0.05% | −17−4.5% | Reduced |
| OneAscent Wealth Management LLC | 358 | $237.1K | 0.08% | −5−1.4% | Reduced |
| Hengehold Capital Management LLC | 358 | $237.1K | 0.02% | +358 | New |
| Verus Capital Partners, LLC | 358 | $237.4K | 0.02% | +25+7.5% | Added |
| Richardson Financial Services Inc. | 359 | $237.8K | 0.15% | +308+603.9% | Added |
| AlTi Global, Inc. | 361 | $238.6K | 0.01% | −29−7.4% | Reduced |
| Stonebridge Financial Group, LLC | 360 | $238.6K | 0.21% | +360 | New |
| 180 Wealth Advisors, LLC | 362 | $240.0K | 0.03% | −66−15.4% | Reduced |
| Fiduciary Family Office, LLC | 363 | $240.4K | 0.07% | +16+4.6% | Added |
| Concentrum Wealth Management | 363 | $240.5K | 0.07% | −33−8.3% | Reduced |
| Luminvest Wealth Management LLC | 363 | $240.5K | 0.07% | 00.0% | Unchanged |
| Davidson Trust Co | 364 | $241.1K | 0.10% | +7+2.0% | Added |
| Brown Wealth Management, LLC | 364 | $241.1K | 0.06% | +65+21.7% | Added |
| OneAscent Family Office, LLC | 364 | $241.1K | 0.16% | +364 | New |
| Archer Investment Corp | 365 | $241.5K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 365 | $241.8K | 0.02% | +70+23.7% | Added |
| Berkshire Bank | 368 | $243.8K | 0.05% | −213−36.7% | Reduced |
| Granville Capital, Inc. | 368 | $243.9K | 0.13% | +368 | New |
| Citrine Capital LLC | 369 | $244.4K | 0.11% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 369 | $244.4K | 0.01% | +43+13.2% | Added |
| SMART Wealth LLC | 370 | $244.8K | 0.07% | −158−29.9% | Reduced |
| Crown Wealth Group, LLC | 370 | $245.1K | 0.07% | −1−0.3% | Reduced |
| YANKCOM Partnership | 371 | $245.8K | 0.10% | +40+12.1% | Added |
| Covenant Asset Management, LLC | 371 | $245.8K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 371 | $245.8K | 0.09% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 373 | $247.1K | 0.57% | +41+12.3% | Added |
| Main Street Financial Solutions, LLC | 373 | $247.2K | 0.02% | −211−36.1% | Reduced |
| Samalin Investment Counsel, LLC | 374 | $247.8K | 0.09% | +1+0.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 374 | $248.4K | 0.07% | +16+4.5% | Added |
| Advanced Asset Management Advisors Inc | 375 | $248.4K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 375 | $248.4K | 0.08% | +50+15.4% | Added |
| LeConte Wealth Management, LLC | 375 | $248.4K | 0.16% | +375 | New |