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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 3,752 | $2.49M | 0.03% | −602−13.8% | Reduced |
| Savant Capital, LLC | 3,738 | $2.48M | 0.01% | +283+8.2% | Added |
| Blackstone Group Inc. | 3,733 | $2.47M | 0.01% | +3,733 | New |
| Concord Wealth Partners | 3,708 | $2.46M | 0.32% | +205+5.9% | Added |
| Norden Group LLC | 3,699 | $2.45M | 0.24% | −110−2.9% | Reduced |
| Leonteq Securities AG | 3,698 | $2.45M | 0.13% | −3,350−47.5% | Reduced |
| Diversify Advisory Services, LLC | 4,478 | $2.44M | 0.08% | +278+6.6% | Added |
| Concord Asset Management, LLC | 3,667 | $2.43M | 0.42% | +103+2.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,652 | $2.42M | 0.08% | −124−3.3% | Reduced |
| Guardian Partners Inc. | 5,445 | $2.42M | 0.19% | +478+9.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 3,648 | $2.42M | 0.31% | +3,648 | New |
| Jacobi Capital Management LLC | 3,644 | $2.41M | 0.14% | +24+0.7% | Added |
| Crestwood Advisors Group LLC | 3,640 | $2.41M | 0.04% | +526+16.9% | Added |
| Central Pacific Bank - Trust Division | 3,621 | $2.40M | 0.29% | +18+0.5% | Added |
| Summit Financial, LLC | 3,607 | $2.39M | 0.04% | −194−5.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,591 | $2.38M | 0.12% | +1,527+74.0% | Added |
| Kestra Investment Management, LLC | 3,561 | $2.36M | 0.06% | +371+11.6% | Added |
| Groupama Asset Managment | 3,546 | $2.35M | 0.03% | −328−8.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,524 | $2.33M | 1.29% | +173+5.2% | Added |
| Whittier Trust Co of Nevada Inc | 3,593 | $2.33M | 0.05% | −70−1.9% | Reduced |
| Element Squared LLC | 3,509 | $2.32M | 1.26% | +89+2.6% | Added |
| Perpetual Ltd | 3,500 | $2.32M | 0.03% | +626+21.8% | Added |
| Checchi Capital Advisers, LLC | 3,486 | $2.31M | 0.16% | −472−11.9% | Reduced |
| Venturi Wealth Management, LLC | 3,472 | $2.30M | 0.10% | +36+1.0% | Added |
| IFP Advisors, Inc | 3,459 | $2.29M | 0.05% | −54−1.5% | Reduced |
| BKD Wealth Advisors, LLC | 3,444 | $2.28M | 0.04% | +33+1.0% | Added |
| PFG Advisors | 3,438 | $2.28M | 0.11% | −2,510−42.2% | Reduced |
| Essex Investment Management Co LLC | 3,429 | $2.27M | 0.35% | −385−10.1% | Reduced |
| Roundview Capital LLC | 3,420 | $2.27M | 0.14% | −1,820−34.7% | Reduced |
| Fairfield, Bush & Co. | 3,399 | $2.25M | 1.19% | +61+1.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,392 | $2.25M | 0.32% | +799+30.8% | Added |
| Old National Bancorp | 3,389 | $2.24M | 0.04% | −641−15.9% | Reduced |
| CSM Advisors, LLC | 3,389 | $2.24M | 0.06% | +607+21.8% | Added |
| GM Advisory Group, Inc. | 3,383 | $2.24M | 0.09% | +151+4.7% | Added |
| Atlantic Union Bankshares Corp | 3,371 | $2.23M | 0.04% | +1,041+44.7% | Added |
| SRS Capital Advisors, Inc. | 3,367 | $2.23M | 0.06% | −12,117−78.3% | Reduced |
| Ledyard National Bank | 3,358 | $2.22M | 0.19% | −120−3.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 3,718 | $2.22M | 0.18% | +3,718 | New |
| Berger Financial Group, Inc | 3,352 | $2.22M | 0.13% | −29−0.9% | Reduced |
| Ellis Investment Partners, LLC | 3,335 | $2.21M | 0.39% | +10.0% | Added |
| Edgemoor Investment Advisors, Inc. | 3,321 | $2.20M | 0.17% | +1,314+65.5% | Added |
| Boston Trust Walden Corp | 3,309 | $2.19M | 0.02% | −100−2.9% | Reduced |
| Clean Yield Group | 3,296 | $2.18M | 0.61% | +25+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,293 | $2.18M | 0.11% | +1,110+50.8% | Added |
| BDF-Gestion | 3,279 | $2.17M | 0.27% | −219−6.3% | Reduced |
| Univest Financial Corp | 3,268 | $2.16M | 0.11% | +3+0.1% | Added |
| Signature Wealth Management Group | 3,264 | $2.16M | 0.88% | +97+3.1% | Added |
| Strive Financial Group ,LLC | 3,256 | $2.16M | 1.14% | +3,256 | New |
| Circle Wealth Management, LLC | 3,243 | $2.15M | 0.03% | −258−7.4% | Reduced |
| Valmark Advisers, Inc. | 3,241 | $2.15M | 0.03% | −10.0% | Reduced |
| Polar Asset Management Partners Inc. | 3,200 | $2.12M | 0.04% | −7,096−68.9% | Reduced |
| RB Capital Management, LLC | 3,199 | $2.12M | 0.43% | −39−1.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 3,191 | $2.11M | 0.06% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 3,187 | $2.11M | 0.40% | −824−20.5% | Reduced |
| Lord, Abbett & Co. LLC | 3,185 | $2.11M | 0.01% | −1,433−31.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,170 | $2.10M | 0.89% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,158 | $2.09M | 0.03% | −4,933−61.0% | Reduced |
| Scratch Capital LLC | 3,125 | $2.07M | 1.35% | 00.0% | Unchanged |
| Trust Asset Management LLC | 3,108 | $2.06M | 0.14% | −113−3.5% | Reduced |
| Verition Fund Management LLC | 3,103 | $2.06M | 0.01% | −22,614−87.9% | Reduced |
| Stock Yards Bank & Trust Co | 3,095 | $2.05M | 0.06% | +2+0.1% | Added |
| Krilogy Financial LLC | 3,644 | $2.05M | 0.07% | −896−19.7% | Reduced |
| Valley National Advisers Inc | 3,062 | $2.03M | 0.28% | +121+4.1% | Added |
| Congress Asset Management Co | 3,054 | $2.02M | 0.01% | −541−15.0% | Reduced |
| Net Worth Advisory Group | 3,043 | $2.02M | 0.41% | +242+8.6% | Added |
| Dynasty Wealth Management, LLC | 3,015 | $2.00M | 0.02% | +292+10.7% | Added |
| Outfitter Financial LLC | 3,015 | $2.00M | 1.57% | −8−0.3% | Reduced |
| Pinnacle Associates Ltd | 3,014 | $2.00M | 0.03% | +6+0.2% | Added |
| Naviter Wealth, LLC | 3,001 | $1.99M | 0.26% | −531−15.0% | Reduced |
| Stiles Financial Services Inc | 3,001 | $1.99M | 0.61% | −33−1.1% | Reduced |
| Abacus Planning Group, Inc. | 2,978 | $1.97M | 0.26% | +84+2.9% | Added |
| BankPlus Trust Department | 2,978 | $1.97M | 0.52% | +351+13.4% | Added |
| Barings LLC | 2,975 | $1.97M | 0.04% | +215+7.8% | Added |
| Moore Capital Management, LP | 2,964 | $1.96M | 0.04% | +1,127+61.4% | Added |
| GTS Securities LLC | 2,948 | $1.95M | 0.07% | −2,109−41.7% | Reduced |
| J. Safra Sarasin Holding AG | 2,935 | $1.94M | 0.03% | −1,417−32.6% | Reduced |
| Qtron Investments LLC | 2,904 | $1.92M | 0.25% | −155−5.1% | Reduced |
| Churchill Financial Advisors, LLC | 2,900 | $1.92M | 0.59% | +2,900 | New |
| Meiji Yasuda Life Insurance Co | 2,896 | $1.92M | 0.06% | −23−0.8% | Reduced |
| Cohen Capital Management, Inc. | 2,865 | $1.90M | 0.29% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,849 | $1.89M | 0.26% | +22+0.8% | Added |
| Eads & Heald Wealth Management | 2,842 | $1.88M | 0.91% | −49−1.7% | Reduced |
| PEAK6 LLC | 2,820 | $1.87M | 0.05% | +2,445+652.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,815 | $1.86M | 0.09% | −132−4.5% | Reduced |
| Virtus Investment Advisers, Inc. | 2,810 | $1.86M | 0.51% | +514+22.4% | Added |
| Valeo Financial Advisors, LLC | 2,795 | $1.85M | 0.04% | +280+11.1% | Added |
| Conway Capital Management, Inc. | 2,795 | $1.85M | 0.79% | 00.0% | Unchanged |
| Prana Capital Management, LP | 2,779 | $1.84M | 0.07% | −70,342−96.2% | Reduced |
| Integrated Wealth Concepts LLC | 2,761 | $1.83M | 0.02% | −574−17.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,756 | $1.83M | 0.13% | +47+1.7% | Added |
| Tribridge Partners Financial LLC | 2,748 | $1.82M | 0.76% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,740 | $1.82M | 0.25% | −350−11.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $1.82M | 0.19% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,715 | $1.80M | 1.09% | −4−0.1% | Reduced |
| Cookson Peirce & Co Inc | 2,705 | $1.79M | 0.07% | +454+20.2% | Added |
| Personal Cfo Solutions, LLC | 2,683 | $1.78M | 0.28% | −4−0.1% | Reduced |
| Modera Wealth Management, LLC | 2,660 | $1.76M | 0.02% | +73+2.8% | Added |
| XTX Topco Ltd | 2,657 | $1.76M | 0.05% | +2,657 | New |
| Cigna Investments Inc | 2,650 | $1.75M | 0.26% | −26−1.0% | Reduced |
| Cullinan Associates Inc | 2,645 | $1.75M | 0.12% | 00.0% | Unchanged |