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 |
|---|---|---|---|---|---|
| Continuum Advisory, LLC | 542 | $359.0K | 0.04% | +132+32.2% | Added |
| M3 Advisory Group, LLC | 545 | $361.0K | 0.22% | −102−15.8% | Reduced |
| Meeder Asset Management Inc | 546 | $361.7K | 0.02% | −2,564−82.4% | Reduced |
| Caitlin John, LLC | 546 | $361.8K | 0.24% | +465+574.1% | Added |
| National Wealth Management Group, LLC | 547 | $362.3K | 0.13% | +547 | New |
| Aviso Wealth Management | 547 | $362.4K | 0.15% | −6−1.1% | Reduced |
| Corundum Group, Inc. | 548 | $363.0K | 0.12% | +147+36.7% | Added |
| a16z Perennial Management, L.P. | 550 | $364.3K | 0.03% | +9+1.7% | Added |
| BIP Wealth, LLC | 552 | $365.7K | 0.01% | −25−4.3% | Reduced |
| Libra Wealth LLC | 552 | $365.7K | 0.10% | 00.0% | Unchanged |
| MWA Asset Management | 555 | $367.6K | 0.20% | −145−20.7% | Reduced |
| Integrity Alliance, LLC. | 555 | $367.7K | 0.01% | +14+2.6% | Added |
| Tritonpoint Wealth, LLC | 556 | $368.2K | 0.04% | −937−62.8% | Reduced |
| Fedenia Advisers LLC | 560 | $371.0K | 0.14% | +204+57.3% | Added |
| Telos Capital Management, Inc. | 560 | $371.0K | 0.03% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 561 | $371.6K | 0.01% | −43−7.1% | Reduced |
| Camden National Bank | 562 | $372.3K | 0.05% | −31−5.2% | Reduced |
| South State Corp. | 562 | $372.3K | 0.02% | −2−0.4% | Reduced |
| WP Advisors, LLC | 565 | $374.1K | 0.09% | −67−10.6% | Reduced |
| Bourne Lent Asset Management Inc | 566 | $374.9K | 0.12% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 568 | $376.3K | 0.01% | +20+3.6% | Added |
| Belpointe Asset Management LLC | 569 | $377.0K | 0.01% | −1−0.2% | Reduced |
| Third View Private Wealth, LLC | 570 | $377.9K | 0.05% | +570 | New |
| High Falls Advisors, Inc | 571 | $378.1K | 0.08% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 571 | $378.2K | 0.03% | −743−56.5% | Reduced |
| NTV Asset Management LLC | 572 | $378.9K | 0.04% | −34−5.6% | Reduced |
| AGH Wealth Advisors, LLC | 572 | $378.9K | 0.28% | +30+5.5% | Added |
| Channel Wealth LLC | 574 | $380.2K | 0.10% | +76+15.3% | Added |
| Salem Investment Counselors Inc | 574 | $380.2K | 0.01% | −5−0.9% | Reduced |
| Gilbert & Cook, Inc. | 575 | $380.9K | 0.05% | −7−1.2% | Reduced |
| New England Research & Management, Inc. | 575 | $380.9K | 0.17% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 576 | $381.6K | 0.13% | +5+0.9% | Added |
| Wealthcare Advisory Partners LLC | 577 | $381.9K | 0.01% | +47+8.9% | Added |
| Westfuller Advisors, LLC | 578 | $382.9K | 0.15% | −93−13.9% | Reduced |
| Riverwater Partners LLC | 579 | $383.5K | 0.15% | −49−7.8% | Reduced |
| Consolidated Capital Management, LLC | 579 | $383.5K | 0.12% | +250+76.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $384.2K | 0.10% | +15+2.7% | Added |
| McAdam, LLC | 584 | $386.9K | 0.02% | +92+18.7% | Added |
| Cedar Mountain Advisors, LLC | 587 | $388.9K | 0.08% | +1+0.2% | Added |
| Pacific Wealth Management | 592 | $392.2K | 0.18% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 593 | $392.8K | 0.09% | +1+0.2% | Added |
| MidFirst Bank | 594 | $393.5K | 0.03% | +594 | New |
| Armis Advisers, LLC | 868 | $395.3K | 0.04% | +285+48.9% | Added |
| Integrated Investment Consultants, LLC | 597 | $395.5K | 0.08% | −62−9.4% | Reduced |
| Ausdal Financial Partners, Inc. | 598 | $396.1K | 0.02% | −256−30.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 599 | $396.8K | 0.30% | +599 | New |
| Select Asset Management & Trust | 600 | $397.0K | 0.12% | 00.0% | Unchanged |
| Scientech Research LLC | 600 | $397.5K | 0.25% | −1,308−68.6% | Reduced |
| East Coast Asset Management, LLC. | 600 | $397.5K | 0.12% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 600 | $397.5K | 0.37% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $397.5K | 0.26% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 600 | $397.5K | 0.02% | +31+5.4% | Added |
| Ticino Wealth | 601 | $398.1K | 0.15% | +601 | New |
| First National Bank of Omaha | 595 | $398.6K | 0.01% | +595 | New |
| Security Financial Services, INC. | 602 | $398.8K | 0.06% | −14−2.3% | Reduced |
| Columbia Asset Management | 602 | $398.8K | 0.07% | 00.0% | Unchanged |
| Latko Wealth Management, Ltd. | 602 | $398.9K | 0.20% | +1+0.2% | Added |
| Jacobsen Capital Management | 603 | $399.4K | 0.13% | −11−1.8% | Reduced |
| Busey Wealth Management | 604 | $400.1K | 0.01% | +24+4.1% | Added |
| Catalyst Capital Advisors LLC | 613 | $406.1K | 0.01% | +40+7.0% | Added |
| Diversified Investment Strategies, LLC | 614 | $406.7K | 0.27% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 617 | $408.8K | 0.05% | +74+13.6% | Added |
| Rothschild Investment LLC | 618 | $409.6K | 0.02% | −88−12.5% | Reduced |
| Cercano Management LLC | 619 | $410.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 620 | $411.0K | 0.05% | −15−2.4% | Reduced |
| Proffitt & Goodson Inc | 622 | $412.0K | 0.06% | +28+4.7% | Added |
| Valtinson Bruner Financial Planning LLC | 624 | $413.3K | 0.12% | +1+0.2% | Added |
| OneAscent Investment Solutions LLC | 625 | $414.0K | 0.44% | 00.0% | Unchanged |
| Invesco, LLC | 627 | $415.4K | 0.14% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 833 | $415.6K | 0.05% | +302+56.9% | Added |
| United Community Bank | 628 | $416.0K | 0.16% | −38−5.7% | Reduced |
| CVA Family Office, LLC | 630 | $417.3K | 0.05% | −7−1.1% | Reduced |
| Avidian Wealth Solutions, LLC | 631 | $417.7K | 0.02% | +100+18.8% | Added |
| Clarendon Private LLC | 631 | $418.0K | 0.35% | +132+26.5% | Added |
| Johnson Financial Group, Inc. | 635 | $420.6K | 0.02% | −236−27.1% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $423.9K | 0.30% | 00.0% | Unchanged |
| Sigma Planning Corp | 646 | $424.5K | 0.01% | −985−60.4% | Reduced |
| Voya Financial Advisors, Inc. | 630 | $424.7K | 0.04% | −90−12.5% | Reduced |
| Bigelow Investment Advisors, LLC | 642 | $425.3K | 0.17% | +24+3.9% | Added |
| Daymark Wealth Partners, LLC | 642 | $425.4K | 0.01% | +137+27.1% | Added |
| Clark Financial Services Group Inc | 673 | $426.6K | 0.23% | +23+3.5% | Added |
| Thomasville National Bank | 646 | $427.9K | 0.03% | 00.0% | Unchanged |
| Opal Capital LLC | 777 | $429.7K | 0.11% | +777 | New |
| Acropolis Investment Management, LLC | 650 | $430.6K | 0.02% | −19−2.8% | Reduced |
| Monetary Management Group Inc | 650 | $430.6K | 0.10% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 650 | $430.7K | 0.09% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 651 | $431.2K | 0.08% | −28−4.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 892 | $434.5K | 0.18% | +644+259.7% | Added |
| Intellectus Partners, LLC | 656 | $434.7K | 0.08% | −4−0.6% | Reduced |
| Elyxium Wealth, LLC | 657 | $435.2K | 0.12% | +36+5.8% | Added |
| Tradewinds, LLC. | 657 | $435.4K | 0.10% | −244−27.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 659 | $436.5K | 0.02% | −88−11.8% | Reduced |
| One Capital Management, LLC | 660 | $437.2K | 0.01% | −21−3.1% | Reduced |
| Balentine LLC | 661 | $437.9K | 0.02% | +241+57.4% | Added |
| Seven Mile Advisory | 662 | $438.6K | 0.08% | −424−39.0% | Reduced |
| Tidemark, LLC | 664 | $439.8K | 0.12% | 00.0% | Unchanged |
| Golden State Equity Partners | 664 | $440.0K | 0.07% | +342+106.2% | Added |
| Crews Bank & Trust | 665 | $440.5K | 0.06% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 665 | $440.5K | 0.07% | −1−0.2% | Reduced |
| Saranac Partners Ltd | 665 | $440.5K | 0.17% | 00.0% | Unchanged |