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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 376 | $249.1K | 0.07% | +24+6.8% | Added |
| National Philanthropic Trust | 378 | $250.4K | 0.00% | −200−34.6% | Reduced |
| Seldon Capital LP | 378 | $250.4K | 0.09% | 00.0% | Unchanged |
| Global Endowment Management, LP | 379 | $251.0K | 0.03% | −22−5.5% | Reduced |
| Dorato Capital Management | 443 | $251.0K | 0.19% | +443 | New |
| Linscomb & Williams, Inc. | 379 | $251.1K | 0.01% | −8−2.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 574 | $251.1K | 0.12% | +54+10.4% | Added |
| PUREfi Wealth, LLC | 379 | $251.3K | 0.19% | +10+2.7% | Added |
| Enterprise Financial Services Corp | 380 | $251.7K | 0.13% | +65+20.6% | Added |
| Physicians Financial Services, Inc. | 381 | $252.0K | 0.07% | −25−6.2% | Reduced |
| Carr Financial Group Corp | 381 | $252.4K | 0.07% | +381 | New |
| 55 North Private Wealth, LLC | 381 | $252.4K | 0.07% | +381 | New |
| Eagle Strategies LLC | 383 | $253.4K | 0.03% | +1+0.3% | Added |
| Syverson Strege & Co | 384 | $254.4K | 0.06% | −49−11.3% | Reduced |
| Blom & Howell Financial Planning, Inc. | 384 | $254.4K | 0.25% | +384 | New |
| Figure 8 Investment Strategies LLC | 385 | $255.0K | 0.23% | 00.0% | Unchanged |
| Castlefield Investment Partners LLP | 386 | $255.7K | 0.20% | +386 | New |
| Rossby Financial, LCC | 387 | $256.4K | 0.08% | −232−37.5% | Reduced |
| Heritage Investment Group, Inc. | 388 | $256.9K | 0.04% | +24+6.6% | Added |
| Aries Wealth Management | 388 | $257.0K | 0.06% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $257.0K | 0.05% | 00.0% | Unchanged |
| Red Wave Investments LLC | 389 | $257.7K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 388 | $258.0K | 0.14% | +68+21.3% | Added |
| Fortitude Advisory Group L.L.C. | 390 | $258.3K | 0.11% | +4+1.0% | Added |
| DV Equities, LLC | 390 | $258.3K | 0.05% | +390 | New |
| Graves-Light Private Wealth Management, Inc. | 392 | $259.7K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 392 | $260.0K | 0.05% | +60+18.1% | Added |
| Grandfield & Dodd, LLC | 394 | $261.0K | 0.01% | +1+0.3% | Added |
| Crawford Investment Counsel Inc | 394 | $261.0K | 0.00% | +17+4.5% | Added |
| One River Asset Management, LLC | 396 | $262.3K | 0.23% | −19−4.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 398 | $263.6K | 0.09% | +15+3.9% | Added |
| Principal Street Partners, LLC | 398 | $263.7K | 0.04% | −108−21.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 399 | $264.3K | 0.07% | +2+0.5% | Added |
| Carret Asset Management, LLC | 400 | $265.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $265.0K | 0.15% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 400 | $265.0K | 0.04% | +400 | New |
| LSV Asset Management | 400 | $265.0K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 401 | $265.6K | 0.08% | −5−1.2% | Reduced |
| Benin Management CORP | 402 | $266.3K | 0.06% | −47−10.5% | Reduced |
| CFO4Life Group, LLC | 402 | $266.3K | 0.04% | +12+3.1% | Added |
| ORG Wealth Partners, LLC | 403 | $266.9K | 0.06% | +143+55.0% | Added |
| Pinnacle Bancorp, Inc. | 403 | $267.0K | 0.08% | +5+1.3% | Added |
| Berman McAleer LLC | 404 | $267.6K | 0.04% | +1+0.2% | Added |
| Riversedge Advisors, LLC | 404 | $267.7K | 0.04% | +10+2.5% | Added |
| Pine Harbor Wealth Management, LLC | 404 | $267.9K | 0.08% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 674 | $268.2K | 0.11% | −223−24.9% | Reduced |
| LifePlan Investment Advisors, Inc. | 406 | $268.9K | 0.11% | +13+3.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 407 | $269.6K | 0.01% | +46+12.7% | Added |
| TFR Capital, LLC. | 408 | $270.3K | 0.09% | +10+2.5% | Added |
| Truepoint, Inc. | 409 | $270.9K | 0.01% | −290−41.5% | Reduced |
| Altfest L J & Co Inc | 409 | $270.9K | 0.03% | +2+0.5% | Added |
| Hall Laurie J Trustee | 410 | $271.6K | 0.09% | 00.0% | Unchanged |
| May Hill Capital, LLC | 410 | $271.6K | 0.07% | +51+14.2% | Added |
| Cordoba Advisory Partners LLC | 410 | $271.6K | 0.07% | +410 | New |
| Nordwand Advisors, LLC | 411 | $272.6K | 0.05% | 00.0% | Unchanged |
| Howard Bailey Securities, LLC | 412 | $272.9K | 0.11% | −16−3.7% | Reduced |
| BetterWealth, LLC | 412 | $272.9K | 0.06% | 00.0% | Unchanged |
| Triumph Capital Management | 412 | $272.9K | 0.06% | +12+3.0% | Added |
| Associated Banc-Corp | 414 | $274.2K | 0.01% | +55+15.3% | Added |
| Aster Capital Management (DIFC) Ltd | 415 | $274.9K | 0.12% | +415 | New |
| Reflection Asset Management | 416 | $275.6K | 0.20% | +416 | New |
| Onyx Bridge Wealth Group LLC | 416 | $275.7K | 0.03% | +3+0.7% | Added |
| Horizon Bancorp Inc | 416 | $276.0K | 0.13% | +201+93.5% | Added |
| Tranquility Partners, LLC | 417 | $276.2K | 0.10% | −120−22.3% | Reduced |
| Nwam LLC | 481 | $277.8K | 0.02% | −21−4.2% | Reduced |
| Cypress Wealth Services, LLC | 423 | $280.5K | 0.04% | +423 | New |
| Fortis Capital Management LLC | 424 | $280.6K | 0.04% | +38+9.8% | Added |
| IFG Advisory, LLC | 424 | $280.9K | 0.01% | +22+5.5% | Added |
| Shrier Wealth Management, LLC | 424 | $280.9K | 0.11% | +424 | New |
| JB Capital LLC | 426 | $282.0K | 0.01% | −19−4.3% | Reduced |
| Petix & Botte Co | 426 | $282.2K | 0.06% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 428 | $283.6K | 0.16% | +428 | New |
| Salvus Wealth Management, LLC | 429 | $284.2K | 0.16% | +51+13.5% | Added |
| Portfolio Design Labs, LLC | 430 | $284.8K | 0.05% | +6+1.4% | Added |
| Omega Financial Group, LLC | 430 | $284.8K | 0.09% | +8+1.9% | Added |
| Texas Yale Capital Corp. | 430 | $284.8K | 0.01% | +130+43.3% | Added |
| Victory Financial Group, LLC | 431 | $285.5K | 0.04% | +431 | New |
| Concorde Asset Management, LLC | 431 | $285.6K | 0.11% | −7−1.6% | Reduced |
| Tennessee Valley Asset Management Partners | 431 | $285.8K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 432 | $286.3K | 0.02% | −2−0.5% | Reduced |
| Truvestments Capital LLC | 433 | $286.6K | 0.05% | −46−9.6% | Reduced |
| RWM Asset Management, LLC | 513 | $288.2K | 0.03% | 00.0% | Unchanged |
| Foster Group, Inc. | 438 | $290.3K | 0.01% | +32+7.9% | Added |
| McLean Asset Management Corp | 515 | $291.9K | 0.05% | +4+0.8% | Added |
| Lighthouse Investment Partners, LLC | 441 | $292.1K | 0.01% | −3,379−88.5% | Reduced |
| Mma Asset Management LLC | 441 | $292.1K | 0.10% | +35+8.6% | Added |
| Essex Savings Bank | 444 | $294.1K | 0.06% | −29−6.1% | Reduced |
| KG&L Capital Management,LLC | 444 | $294.1K | 0.08% | −634−58.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 444 | $294.2K | 0.09% | +23+5.5% | Added |
| Vigilare Wealth Management | 445 | $294.8K | 0.10% | −18−3.9% | Reduced |
| Eagle Wealth Strategies LLC | 445 | $294.8K | 0.14% | +3+0.7% | Added |
| Caerus Investment Advisors, LLC | 445 | $294.8K | 0.10% | +63+16.5% | Added |
| Cane Capital Partners, LLC | 445 | $294.8K | 0.12% | +445 | New |
| Stronghold Wealth Management L.L.C. | 445 | $294.8K | 0.44% | +445 | New |
| Greenspring Advisors, LLC | 445 | $294.8K | 0.02% | +445 | New |
| Apeiron RIA LLC | 604 | $294.9K | 0.06% | +35+6.2% | Added |
| 49 Wealth Management, LLC | 445 | $294.9K | 0.02% | +144+47.8% | Added |
| Drucker Wealth 3.0, LLC | 446 | $295.5K | 0.05% | +54+13.8% | Added |
| Elser Financial Planning, Inc | 446 | $295.7K | 0.22% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 447 | $295.8K | 0.06% | −4−0.9% | Reduced |