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 |
|---|---|---|---|---|---|
| Jackson Square Capital, LLC | 447 | $296.1K | 0.06% | −10−2.2% | Reduced |
| Brady Family Wealth, LLC | 447 | $296.1K | 0.09% | +447 | New |
| Essential Partners LLC | 447 | $296.1K | 0.09% | −353−44.1% | Reduced |
| Cidel Asset Management Inc | 448 | $296.8K | 0.02% | +22+5.2% | Added |
| Perfromance Wealth Partners, LLC | 448 | $296.8K | 0.01% | +7+1.6% | Added |
| Capital Investment Counsel, Inc | 450 | $298.1K | 0.04% | −250−35.7% | Reduced |
| Oliver Luxxe Assets LLC | 450 | $298.1K | 0.05% | −191−29.8% | Reduced |
| Matrix Asset Advisors Inc | 450 | $298.1K | 0.03% | −1−0.2% | Reduced |
| Synergy Financial Group, LTD | 450 | $298.1K | 0.21% | +2+0.4% | Added |
| United Advisor Group, LLC | 450 | $298.2K | 0.04% | +22+5.1% | Added |
| McClarren Financial Advisors, Inc. | 662 | $298.3K | 0.18% | +213+47.4% | Added |
| SCS Capital Management LLC | 450 | $298.3K | 0.00% | +450 | New |
| Baker Boyer National Bank | 451 | $298.8K | 0.09% | +21+4.9% | Added |
| Sepio Capital, LP | 451 | $298.8K | 0.02% | +28+6.6% | Added |
| Broadway Wealth Solutions, Inc. | 453 | $300.3K | 0.16% | +6+1.3% | Added |
| Florida Financial Advisors, LLC | 453 | $300.6K | 0.08% | +453 | New |
| Wynn Capital, LLC | 455 | $301.4K | 0.15% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 455 | $301.4K | 0.08% | +132+40.9% | Added |
| SP Asset Management LLC | 455 | $301.6K | 0.02% | +1+0.2% | Added |
| Guardian Wealth Advisors, LLC | 456 | $302.1K | 0.02% | +49+12.0% | Added |
| Highline Wealth Partners LLC | 457 | $302.5K | 0.09% | −57−11.1% | Reduced |
| MFA Wealth Services | 458 | $303.4K | 0.21% | −80−14.9% | Reduced |
| Somerville Kurt F | 460 | $304.7K | 0.05% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 461 | $305.7K | 0.04% | −43−8.5% | Reduced |
| Gallacher Capital Management LLC | 462 | $305.8K | 0.12% | −3−0.6% | Reduced |
| ORG Partners LLC | 462 | $306.2K | 0.05% | +7+1.5% | Added |
| KFA Private Wealth Group, LLC | 463 | $306.5K | 0.07% | +5+1.1% | Added |
| Mason Investment Advisory Services, Inc. | 463 | $306.7K | 0.01% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 463 | $306.7K | 0.09% | +1+0.2% | Added |
| Signet Private Wealth LLC | 464 | $307.1K | 0.29% | +464 | New |
| Live Oak Private Wealth LLC | 466 | $308.7K | 0.04% | +7+1.5% | Added |
| Guardian Capital, LLC | 466 | $308.7K | 0.28% | +466 | New |
| VisionPoint Advisory Group, LLC | 467 | $309.4K | 0.06% | −52−10.0% | Reduced |
| Marietta Investment Partners LLC | 467 | $309.4K | 0.06% | −9−1.9% | Reduced |
| LifeSteps Financial, Inc. | 467 | $309.4K | 0.20% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 467 | $309.4K | 0.30% | +467 | New |
| Cornerstone Planning, LLC | 468 | $310.0K | 0.07% | +468 | New |
| Beta Wealth Group, Inc. | 471 | $312.0K | 0.13% | +471 | New |
| Purkiss Capital Advisors LLC | 472 | $312.7K | 0.15% | 00.0% | Unchanged |
| Capital Analysts, LLC | 473 | $313.0K | 0.01% | +23+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 473 | $313.3K | 0.08% | −3−0.6% | Reduced |
| Optimize Financial Inc | 473 | $313.3K | 0.16% | +4+0.9% | Added |
| Western Wealth Management, LLC | 473 | $313.6K | 0.01% | −61−11.4% | Reduced |
| Blue Sky Capital Consultants Group, Inc. | 474 | $314.0K | 0.14% | −13−2.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 474 | $314.0K | 0.04% | +53+12.6% | Added |
| EJMK Ventures LLC | 476 | $315.3K | 0.19% | +476 | New |
| Values Added Financial LLC | 477 | $316.0K | 0.13% | +27+6.0% | Added |
| Canopy Partners, LLC | 477 | $316.0K | 0.10% | +43+9.9% | Added |
| Kovack Advisors, Inc. | 478 | $316.4K | 0.01% | +84+21.3% | Added |
| Invenio Wealth Partners LLC | 479 | $317.3K | 0.12% | −26−5.1% | Reduced |
| TCI Wealth Advisors, Inc. | 480 | $318.0K | 0.02% | −120−20.0% | Reduced |
| Postrock Partners LLC | 481 | $318.6K | 0.14% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 483 | $319.9K | 0.04% | −43−8.2% | Reduced |
| Tufton Capital Management | 484 | $320.0K | 0.06% | −65−11.8% | Reduced |
| Guyasuta Investment Advisors Inc | 485 | $321.3K | 0.02% | +27+5.9% | Added |
| Colonial Trust Co | 485 | $321.5K | 0.04% | +106+28.0% | Added |
| Rosenberg Matthew Hamilton | 486 | $321.9K | 0.07% | −8−1.6% | Reduced |
| Consolidated Planning Corp | 487 | $322.6K | 0.03% | −2,007−80.5% | Reduced |
| Sax Wealth Advisors, LLC | 487 | $322.8K | 0.02% | +49+11.2% | Added |
| Chilton Capital Management LLC | 488 | $323.3K | 0.01% | −27−5.2% | Reduced |
| Studio Investment Management LLC | 489 | $323.9K | 0.06% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 489 | $324.1K | 0.10% | +57+13.2% | Added |
| Proficio Capital Partners LLC | 491 | $325.2K | 0.02% | −28−5.4% | Reduced |
| Ambassador Advisors, LLC | 491 | $325.3K | 0.05% | −129−20.8% | Reduced |
| Washington Trust Advisors, Inc. | 491 | $325.5K | 0.02% | +236+92.5% | Added |
| Strategic Blueprint, LLC | 492 | $325.7K | 0.02% | −13−2.6% | Reduced |
| Geneos Wealth Management Inc. | 492 | $326.0K | 0.01% | +17+3.6% | Added |
| Patrick M Sweeney & Associates, Inc | 493 | $326.6K | 0.20% | +61+14.1% | Added |
| New Millennium Group LLC | 494 | $327.5K | 0.14% | −18−3.5% | Reduced |
| Shepherd Financial Partners LLC | 496 | $328.6K | 0.03% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $329.2K | 0.02% | 00.0% | Unchanged |
| K.J. Harrison & Partners Inc | 500 | $331.2K | 0.04% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 502 | $332.3K | 0.15% | −21−4.0% | Reduced |
| Perennial Investment Advisors, LLC | 503 | $333.6K | 0.03% | +43+9.3% | Added |
| Tanager Wealth Management LLP | 510 | $337.8K | 0.03% | +22+4.5% | Added |
| Abel Hall, LLC | 510 | $337.9K | 0.08% | +63+14.1% | Added |
| Sunflower Bank, N.A. | 512 | $339.2K | 0.09% | +5+1.0% | Added |
| Nilsine Partners, LLC | 513 | $339.8K | 0.03% | +147+40.2% | Added |
| TopTier Wealth Management, LLC | 513 | $339.8K | 0.23% | +513 | New |
| MN Wealth Advisors, LLC | 513 | $340.1K | 0.17% | +3+0.6% | Added |
| Lionshead Wealth Management, LLC | 518 | $343.1K | 0.26% | +8+1.6% | Added |
| Westwood Wealth Management | 518 | $343.1K | 0.26% | +518 | New |
| Colter Lewis Investment Partners LLC | 518 | $343.1K | 0.40% | +518 | New |
| Opal Wealth Advisors, LLC | 519 | $343.8K | 0.09% | −24−4.4% | Reduced |
| Warren Street Wealth Advisors, LLC | 520 | $344.5K | 0.10% | +11+2.2% | Added |
| Nations Financial Group Inc, | 521 | $345.1K | 0.02% | −246−32.1% | Reduced |
| Wolff Wiese Magana LLC | 521 | $345.1K | 0.19% | −12−2.3% | Reduced |
| Wall Street Financial Group, Inc. | 522 | $345.8K | 0.25% | +25+5.0% | Added |
| Financial Consulate, Inc | 522 | $345.8K | 0.05% | −97−15.7% | Reduced |
| Powell Investment Advisors, LLC | 523 | $346.4K | 0.12% | 00.0% | Unchanged |
| Marathon Wealth Advisors LLC | 525 | $347.5K | 0.14% | +525 | New |
| Capital Advisors Inc | 526 | $348.1K | 0.01% | +107+25.5% | Added |
| TFB Advisors LLC | 527 | $349.1K | 0.10% | −111−17.4% | Reduced |
| Moody National Bank Trust Division | 527 | $349.1K | 0.03% | +113+27.3% | Added |
| Resources Management Corp | 530 | $351.0K | 0.05% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 530 | $351.1K | 0.23% | +14+2.7% | Added |
| Wealth Management Partners, LLC | 531 | $351.7K | 0.10% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 534 | $354.0K | 0.01% | +534 | New |
| Elgethun Capital Management | 534 | $354.0K | 0.06% | +28+5.5% | Added |
| Schnieders Capital Management, LLC. | 542 | $359.0K | 0.06% | 00.0% | Unchanged |