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 |
|---|---|---|---|---|---|
| Accelerate Investment Advisors LLC | 666 | $441.0K | 0.30% | −3−0.4% | Reduced |
| True North Advisors, LLC | 668 | $442.5K | 0.06% | +71+11.9% | Added |
| Woodstock Corp | 670 | $443.8K | 0.04% | +3+0.4% | Added |
| Three Bridge Wealth Advisors, LLC | 671 | $444.5K | 0.12% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 672 | $445.1K | 0.14% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 672 | $445.1K | 1.36% | +672 | New |
| Basecamp Wealth Advisors LLC | 672 | $445.1K | 0.09% | +672 | New |
| Prairie Wealth Advisors, Inc. | 0 | $445.8K | 0.19% | −685−100.0% | Reduced |
| Oakworth Capital, Inc. | 676 | $447.8K | 0.02% | +22+3.4% | Added |
| Canandaigua National Bank & Trust Co | 680 | $450.4K | 0.04% | −7−1.0% | Reduced |
| Trivant Custom Portfolio Group, LLC | 683 | $452.4K | 0.26% | −7−1.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 683 | $452.4K | 0.26% | +683 | New |
| Prescott Group Capital Management, L.L.C. | 685 | $453.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $453.8K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 685 | $453.8K | 0.29% | −5−0.7% | Reduced |
| Ramiah Investment Group | 686 | $454.4K | 0.39% | −9−1.3% | Reduced |
| Wallace Advisory Group, LLC | 687 | $455.1K | 0.48% | −184−21.1% | Reduced |
| Mayflower Financial Advisors, LLC | 694 | $459.7K | 0.06% | −337−32.7% | Reduced |
| Chapin Davis, Inc. | 694 | $459.7K | 0.11% | −232−25.1% | Reduced |
| Capital Performance Advisors LLP | 694 | $459.9K | 0.03% | −258−27.1% | Reduced |
| Winthrop Advisory Group LLC | 699 | $460.9K | 0.04% | −44−5.9% | Reduced |
| Traveka Wealth, LLC | 696 | $461.0K | 0.19% | +6+0.9% | Added |
| Lafayette Investments, Inc. | 698 | $462.4K | 0.09% | +149+27.1% | Added |
| Pflug Koory, LLC | 700 | $463.7K | 0.22% | 00.0% | Unchanged |
| Ewa, LLC | 701 | $464.4K | 0.11% | +6+0.9% | Added |
| Financial Planning Hawaii, Inc. | 704 | $466.3K | 0.27% | +704 | New |
| Union Savings Bank | 705 | $467.0K | 0.20% | +705 | New |
| Atticus Wealth Management, LLC | 707 | $468.3K | 0.12% | −11−1.5% | Reduced |
| One Wealth Capital Management, LLC | 707 | $468.3K | 0.20% | −20−2.8% | Reduced |
| 1776 Wealth LLC | 709 | $469.7K | 0.18% | −23−3.1% | Reduced |
| VestGen Advisors, LLC | 711 | $470.9K | 0.02% | −462−39.4% | Reduced |
| Bahl & Gaynor Inc | 711 | $471.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $471.0K | 0.31% | 00.0% | Unchanged |
| Costello Asset Management, INC | 713 | $472.3K | 0.16% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 714 | $473.0K | 0.29% | +714 | New |
| BankPlus Wealth Management LLC | 713 | $473.6K | 0.26% | +122+20.6% | Added |
| Kingswood Wealth Advisors, LLC | 715 | $473.7K | 0.02% | +172+31.7% | Added |
| Crewe Advisors LLC | 717 | $475.0K | 0.04% | −28−3.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 716 | $475.0K | 0.17% | +474+195.9% | Added |
| Veracity Capital LLC | 718 | $475.9K | 0.14% | −8−1.1% | Reduced |
| KFG Wealth Management, LLC | 720 | $477.0K | 0.06% | −59−7.6% | Reduced |
| Marble Wealth, LLC | 725 | $480.1K | 0.07% | +725 | New |
| Johnson Bixby & Associates, LLC | 725 | $480.3K | 0.06% | 00.0% | Unchanged |
| Severin Investments, LLC | 726 | $480.9K | 0.43% | −183−20.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 726 | $480.9K | 0.05% | −12−1.6% | Reduced |
| NorthRock Partners, LLC | 728 | $482.2K | 0.01% | −3,901−84.3% | Reduced |
| Cambient Family Office, LLC | 729 | $482.9K | 0.07% | +729 | New |
| Stegent Equity Advisors, Inc. | 729 | $482.9K | 0.38% | −3−0.4% | Reduced |
| Creekside Partners | 731 | $484.2K | 0.20% | +731 | New |
| Wrapmanager Inc | 732 | $484.9K | 0.16% | −98−11.8% | Reduced |
| Fishman Jay A Ltd | 732 | $484.9K | 0.04% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 734 | $486.2K | 0.10% | +5+0.7% | Added |
| Legacy Bridge, LLC | 735 | $486.9K | 0.20% | +27+3.8% | Added |
| Baker Avenue Asset Management, LP | 736 | $487.5K | 0.01% | −2,305−75.8% | Reduced |
| LVZ Advisors, Inc. | 736 | $487.5K | 0.05% | +103+16.3% | Added |
| Meadowbrook Advisors Group, LLC | 736 | $487.5K | 0.27% | +736 | New |
| HBW Advisory Services LLC | 739 | $489.4K | 0.05% | +60+8.8% | Added |
| Andrews Advisory Associates, LLC | 740 | $490.2K | 0.26% | +740 | New |
| International Assets Investment Management, LLC | 741 | $490.7K | 0.03% | +29+4.1% | Added |
| Prota Financial, LLC | 744 | $492.8K | 0.35% | +744 | New |
| OneAscent Financial Services LLC | 745 | $493.5K | 0.05% | −343−31.5% | Reduced |
| Fiduciary Wealth Partners, LLC | 745 | $493.5K | 0.20% | 00.0% | Unchanged |
| GWN Securities Inc. | 746 | $494.5K | 0.10% | +17+2.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 935 | $494.6K | 0.11% | +935 | New |
| Everstar Asset Management, LLC | 5,807 | $494.9K | 0.27% | +5,807 | New |
| Kesler, Norman & Wride, LLC | 747 | $495.2K | 0.08% | +421+129.1% | Added |
| CoreFirst Bank & Trust | 749 | $496.2K | 0.27% | −92−10.9% | Reduced |
| Gill Capital Partners, LLC | 750 | $496.8K | 0.15% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 764 | $497.6K | 0.05% | +18+2.4% | Added |
| Bernardo Wealth Planning LLC | 752 | $498.2K | 0.09% | +23+3.2% | Added |
| TLW Wealth Management, LLC | 754 | $499.5K | 0.29% | +239+46.4% | Added |
| Impact Investors, Inc | 755 | $500.0K | 0.35% | −4−0.5% | Reduced |
| SFM, LLC | 755 | $500.1K | 0.29% | +31+4.3% | Added |
| Sound View Wealth Advisors Group, LLC | 755 | $500.1K | 0.03% | −144−16.0% | Reduced |
| Prestige Wealth Management Group LLC | 755 | $500.2K | 0.10% | +30+4.1% | Added |
| Canvas Wealth Advisors, LLC | 756 | $500.8K | 0.09% | +4+0.5% | Added |
| KMG Fiduciary Partners, LLC | 757 | $501.5K | 0.04% | −22−2.8% | Reduced |
| Foundations Investment Advisors, LLC | 760 | $503.5K | 0.01% | +62+8.9% | Added |
| Fort Sheridan Advisors LLC | 762 | $504.8K | 0.06% | 00.0% | Unchanged |
| Csenge Advisory Group | 764 | $505.9K | 0.02% | −151−16.5% | Reduced |
| PAX Financial Group, LLC | 764 | $506.1K | 0.09% | −73−8.7% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $507.4K | 0.07% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 767 | $507.8K | 0.05% | −65−7.8% | Reduced |
| Accurate Wealth Management, LLC | 785 | $508.0K | 0.06% | +96+13.9% | Added |
| Godfrey Financial Associates, Inc. | 767 | $508.1K | 0.44% | +767 | New |
| Arrow Financial Corp | 768 | $508.7K | 0.05% | 00.0% | Unchanged |
| Fundamentun, LLC | 770 | $510.4K | 0.02% | −377−32.9% | Reduced |
| Catalyst Private Wealth, LLC | 774 | $512.7K | 0.22% | −75−8.8% | Reduced |
| Clear Creek Financial Management, LLC | 774 | $512.8K | 0.04% | +20+2.7% | Added |
| Simon Quick Advisors, LLC | 775 | $513.4K | 0.02% | +104+15.5% | Added |
| NorthStar Asset Management LLC | 775 | $513.4K | 0.23% | +1+0.1% | Added |
| Private Client Services, LLC | 776 | $513.7K | 0.16% | +2+0.3% | Added |
| Main Street Research LLC | 779 | $516.0K | 0.03% | +27+3.6% | Added |
| Spinnaker Investment Group, LLC | 782 | $518.0K | 0.09% | −6−0.8% | Reduced |
| Betterment LLC | 784 | $519.0K | 0.00% | +5+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 784 | $519.3K | 0.01% | −7−0.9% | Reduced |
| SageView Advisory Group, LLC | 784 | $519.4K | 0.02% | +79+11.2% | Added |
| Cambria Investment Management, L.P. | 787 | $521.3K | 0.03% | +198+33.6% | Added |
| Cynosure Management, LLC | 788 | $522.0K | 0.05% | +100+14.5% | Added |
| Washington Trust Bank | 790 | $523.3K | 0.04% | +23+3.0% | Added |