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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 1,198 | $524.2K | 0.15% | −56−4.5% | Reduced |
| Alpha Omega Wealth Management LLC | 792 | $524.6K | 0.09% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 793 | $525.3K | 0.47% | +793 | New |
| Simmons Bank | 793 | $525.3K | 0.04% | +248+45.5% | Added |
| Conestoga Capital Advisors, LLC | 795 | $526.6K | 0.01% | +20+2.6% | Added |
| Onefund, LLC | 796 | $527.3K | 0.31% | +43+5.7% | Added |
| Kennon-Green & Company, LLC | 798 | $528.6K | 0.42% | −5−0.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 801 | $530.6K | 0.32% | +1+0.1% | Added |
| Ulland Investment Advisors, LLC | 801 | $531.0K | 0.43% | −32−3.8% | Reduced |
| Sage Private Wealth Group, LLC | 802 | $531.3K | 0.29% | +22+2.8% | Added |
| Wealth Group Ltd | 803 | $531.9K | 0.12% | 00.0% | Unchanged |
| Hardworking Capital Advisors, LLC | 806 | $533.9K | 0.48% | +806 | New |
| Unify Financial Advisors | 809 | $535.9K | 0.56% | +809 | New |
| Capital Counsel LLC | 811 | $537.2K | 0.02% | +1+0.1% | Added |
| Leo Wealth, LLC | 813 | $538.3K | 0.04% | +427+110.6% | Added |
| Mechanics Bank Trust Department | 813 | $538.5K | 0.07% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 814 | $539.2K | 0.39% | +25+3.2% | Added |
| 3Chopt Investment Partners, LLC | 821 | $543.8K | 0.12% | +148+22.0% | Added |
| Resonant Capital Advisors, LLC | 822 | $544.5K | 0.03% | +71+9.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 822 | $544.5K | 0.86% | +822 | New |
| Cromwell Holdings LLC | 823 | $545.2K | 0.30% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 826 | $547.6K | 0.02% | +203+32.6% | Added |
| Alta Wealth Advisors LLC | 828 | $548.8K | 0.18% | +9+1.1% | Added |
| Manchester Capital Management LLC | 830 | $549.8K | 0.07% | +227+37.6% | Added |
| Group One Trading, L.P. | 831 | $550.5K | 0.02% | +557+203.3% | Added |
| Income Insurance Ltd | 836 | $553.8K | 0.36% | +836 | New |
| Private Trust Co NA | 836 | $554.1K | 0.05% | −38−4.3% | Reduced |
| Clear Street Markets LLC | 839 | $555.8K | 0.10% | +748+822.0% | Added |
| KDT Advisors, LLC | 840 | $556.4K | 0.78% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 843 | $558.4K | 0.04% | +193+29.7% | Added |
| Fortune Financial Advisors, LLC | 847 | $561.4K | 0.38% | +14+1.7% | Added |
| Avenue 1 Advisors, LLC | 848 | $561.7K | 0.17% | +3+0.4% | Added |
| Traynor Capital Management, Inc. | 849 | $562.4K | 0.03% | −40−4.5% | Reduced |
| Prentice Wealth Management LLC | 850 | $563.1K | 0.13% | +22+2.7% | Added |
| Novem Group | 851 | $563.3K | 0.07% | −222−20.7% | Reduced |
| SS&H Financial Advisors, Inc. | 855 | $566.0K | 0.17% | −91−9.6% | Reduced |
| Bull Oak Capital, LLC | 855 | $566.4K | 0.23% | 00.0% | Unchanged |
| Michael B. Yongue | 856 | $567.0K | 0.39% | −67−7.3% | Reduced |
| Sivia Capital Partners, LLC | 856 | $567.1K | 0.11% | −183−17.6% | Reduced |
| Texas Bank & Trust Co | 858 | $568.4K | 0.21% | +20+2.4% | Added |
| Chesapeake Capital Corp | 859 | $569.0K | 0.48% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 862 | $571.0K | 0.01% | −61−6.6% | Reduced |
| Sunbelt Securities, Inc. | 867 | $574.4K | 0.04% | +50+6.1% | Added |
| Verity Asset Management, Inc. | 872 | $577.6K | 0.25% | −634−42.1% | Reduced |
| Wellington Grp LLC | 874 | $579.0K | 0.19% | +874 | New |
| Beaumont Financial Advisors, LLC | 874 | $579.0K | 0.04% | +27+3.2% | Added |
| Summitry LLC | 879 | $582.3K | 0.02% | +19+2.2% | Added |
| Caldwell Trust Co | 880 | $582.9K | 0.05% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 882 | $584.0K | 0.02% | +18+2.1% | Added |
| Wellspring Financial Advisors, LLC | 886 | $587.0K | 0.05% | +886 | New |
| Revolve Wealth Partners, LLC | 888 | $588.2K | 0.07% | +15+1.7% | Added |
| SBI Securities Co., Ltd. | 888 | $588.2K | 0.02% | +132+17.5% | Added |
| Foundry Financial LLC | 888 | $588.3K | 0.31% | +888 | New |
| JFS Wealth Advisors, LLC | 890 | $589.6K | 0.03% | +13+1.5% | Added |
| Tyche Wealth Partners LLC | 896 | $593.3K | 0.09% | +896 | New |
| Gen-Wealth Partners Inc | 898 | $595.2K | 0.19% | −426−32.2% | Reduced |
| Three Seasons Wealth, LLC | 899 | $595.5K | 0.06% | +37+4.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $596.2K | 0.15% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 903 | $598.0K | 0.08% | +301+50.0% | Added |
| Ameritas Advisory Services, LLC | 903 | $598.2K | 0.02% | +561+164.0% | Added |
| Elevated Capital Advisors, LLC | 903 | $598.4K | 0.14% | −168−15.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 904 | $598.8K | 0.17% | −1−0.1% | Reduced |
| Trust Co of Toledo NA | 905 | $599.5K | 0.06% | +349+62.8% | Added |
| Hilton Head Capital Partners, LLC | 905 | $599.5K | 0.35% | +905 | New |
| Godsey & Gibb Associates | 905 | $599.5K | 0.05% | 00.0% | Unchanged |
| Wealth Architects, LLC | 905 | $599.8K | 0.05% | −166−15.5% | Reduced |
| Tiemann Investment Advisors, LLC | 907 | $600.8K | 0.23% | −101−10.0% | Reduced |
| Eagle Wealth Advisors LLC | 911 | $603.5K | 0.51% | +911 | New |
| Permanens Capital L.P. | 914 | $605.5K | 0.08% | +914 | New |
| PFG Investments, LLC | 915 | $606.0K | 0.03% | +18+2.0% | Added |
| Parcion Private Wealth LLC | 915 | $606.1K | 0.04% | −73−7.4% | Reduced |
| Charter Oak Capital Management, LLC | 915 | $606.1K | 0.05% | −5−0.5% | Reduced |
| Evercore Wealth Management, LLC | 916 | $606.8K | 0.01% | 00.0% | Unchanged |
| Expressive Wealth LLC | 917 | $607.4K | 0.66% | +917 | New |
| Range Advisory, LLC | 920 | $609.2K | 0.16% | +920 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 924 | $612.1K | 0.12% | +33+3.7% | Added |
| Hardy Reed LLC | 924 | $612.1K | 0.04% | +57+6.6% | Added |
| Denali Advisors LLC | 927 | $614.1K | 0.07% | −11−1.2% | Reduced |
| Coign Capital Advisors LLC | 928 | $614.7K | 0.32% | +36+4.0% | Added |
| Formidable Asset Management, LLC | 929 | $615.4K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 930 | $616.3K | 0.03% | +92+11.0% | Added |
| Edgestream Partners, L.P. | 934 | $618.7K | 0.02% | −865−48.1% | Reduced |
| BDFS Capital LLC | 934 | $618.8K | 0.31% | +934 | New |
| 1st Source Bank | 938 | $621.4K | 0.03% | −146−13.5% | Reduced |
| Kames Capital plc | 940 | $622.6K | 0.01% | +192+25.7% | Added |
| 17 Capital Partners, LLC | 942 | $624.0K | 0.32% | −90−8.7% | Reduced |
| MONECO Advisors, LLC | 944 | $625.6K | 0.05% | −31−3.2% | Reduced |
| Prosperity Consulting Group, LLC | 947 | $627.3K | 0.03% | +83+9.6% | Added |
| Brucke Financial, Inc. | 948 | $628.0K | 0.34% | −95−9.1% | Reduced |
| Horizon Family Wealth, Inc. | 948 | $628.1K | 0.33% | +2+0.2% | Added |
| Financial Advisors Network, Inc. | 948 | $628.2K | 0.09% | −21−2.2% | Reduced |
| Aviso Financial Inc. | 953 | $631.3K | 0.02% | +3+0.3% | Added |
| Camden Capital, LLC | 954 | $632.4K | 0.04% | −48−4.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 955 | $632.6K | 0.17% | −240−20.1% | Reduced |
| Congress Park Capital LLC | 955 | $632.6K | 0.19% | +40+4.4% | Added |
| Plancorp, LLC | 957 | $633.9K | 0.02% | −37−3.7% | Reduced |
| Versant Capital Management, Inc | 957 | $633.9K | 0.08% | +168+21.3% | Added |
| Plimoth Trust Co LLC | 961 | $636.6K | 0.14% | −100−9.4% | Reduced |
| Everpar Advisors LLC | 961 | $636.6K | 0.24% | +56+6.2% | Added |
| Prelude Capital Management, LLC | 961 | $636.6K | 0.05% | +447+87.0% | Added |