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 |
|---|---|---|---|---|---|
| Scissortail Wealth Management, LLC | 2,640 | $1.75M | 0.40% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,639 | $1.75M | 0.04% | +129+5.1% | Added |
| Dorsey & Whitney Trust CO LLC | 2,638 | $1.75M | 0.09% | −79−2.9% | Reduced |
| Fiduciary Alliance LLC | 2,637 | $1.75M | 0.11% | +863+48.6% | Added |
| Anchor Investment Management, LLC | 2,633 | $1.74M | 0.14% | +46+1.8% | Added |
| Silicon Valley Capital Partners | 2,623 | $1.74M | 0.16% | +4+0.2% | Added |
| WSFS Capital Management, LLC | 2,619 | $1.73M | 0.08% | −721−21.6% | Reduced |
| Moneta Group Investment Advisors LLC | 2,607 | $1.73M | 0.01% | +119+4.8% | Added |
| Family Legacy, Inc. | 2,588 | $1.71M | 0.51% | +16+0.6% | Added |
| Novare Capital Management LLC | 2,584 | $1.71M | 0.13% | −170−6.2% | Reduced |
| Keel Point, LLC | 2,583 | $1.71M | 0.10% | −132−4.9% | Reduced |
| Integrated Quantitative Investments LLC | 2,532 | $1.68M | 0.36% | +812+47.2% | Added |
| BCJ Capital Management, LLC | 2,527 | $1.67M | 0.10% | +654+34.9% | Added |
| Papamarkou Wellner Asset Management inc. | 2,525 | $1.67M | 1.01% | +64+2.6% | Added |
| Gemmer Asset Management LLC | 2,520 | $1.67M | 0.13% | +2,152+584.8% | Added |
| Boston Private Wealth LLC | 2,505 | $1.66M | 0.10% | −128−4.9% | Reduced |
| Choate Investment Advisors | 2,505 | $1.66M | 0.03% | +155+6.6% | Added |
| GLOBALT Investments LLC | 2,493 | $1.65M | 0.06% | −21−0.8% | Reduced |
| Vision Retirement, LLC | 2,489 | $1.65M | 0.44% | +2,489 | New |
| Elmwood Wealth Management, Inc. | 2,476 | $1.64M | 0.52% | −30−1.2% | Reduced |
| Baader Bank INC | 2,475 | $1.64M | 0.14% | −1,715−40.9% | Reduced |
| Fulton Bank, N.A. | 2,467 | $1.63M | 0.06% | +41+1.7% | Added |
| Capital Planning Advisors, LLC | 2,447 | $1.62M | 0.22% | −59−2.4% | Reduced |
| Roberts Glore & Co Inc | 2,435 | $1.61M | 0.43% | 00.0% | Unchanged |
| WT Wealth Management | 2,431 | $1.61M | 0.46% | +2,431 | New |
| Nicholson Wealth Management Group, LLC | 2,429 | $1.61M | 0.94% | +284+13.2% | Added |
| Gladstone Institutional Advisory LLC | 2,428 | $1.61M | 0.06% | −846−25.8% | Reduced |
| BancorpSouth Bank | 2,424 | $1.61M | 0.09% | −148−5.8% | Reduced |
| Childress Capital Advisors, LLC | 2,400 | $1.59M | 0.26% | +898+59.8% | Added |
| Premier Path Wealth Partners, LLC | 2,378 | $1.58M | 0.20% | +114+5.0% | Added |
| Chesley Taft & Associates LLC | 2,373 | $1.57M | 0.06% | +3+0.1% | Added |
| Arkadios Wealth Advisors | 2,369 | $1.57M | 0.03% | −57−2.3% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,365 | $1.57M | 0.26% | −174−6.9% | Reduced |
| Precedent Wealth Partners, LLC | 2,357 | $1.56M | 0.33% | +247+11.7% | Added |
| Citizens National Bank Trust Department | 2,353 | $1.56M | 0.27% | −15−0.6% | Reduced |
| Fieldview Capital Management, LLC | 2,349 | $1.56M | 0.26% | +2,349 | New |
| Main Management ETF Advisors, LLC | 2,349 | $1.56M | 0.06% | +24+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 2,351 | $1.55M | 0.01% | −748−24.1% | Reduced |
| Duncker Streett & Co Inc | 2,347 | $1.55M | 0.28% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 2,345 | $1.55M | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 2,341 | $1.55M | 0.15% | +46+2.0% | Added |
| Argent Trust Co | 2,341 | $1.55M | 0.05% | −362−13.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,340 | $1.55M | 0.27% | −40−1.7% | Reduced |
| Founders Financial Securities LLC | 2,338 | $1.55M | 0.09% | +287+14.0% | Added |
| StoneX Group Inc. | 2,336 | $1.55M | 0.07% | +147+6.7% | Added |
| Ironwood Investment Counsel, LLC | 2,331 | $1.54M | 0.22% | −61−2.6% | Reduced |
| Motiv8 Investments LLC | 2,315 | $1.53M | 0.84% | +241+11.6% | Added |
| Adelphi Trust Co | 2,311 | $1.53M | 1.25% | +2,311 | New |
| NBC Securities, Inc. | 2,300 | $1.52M | 0.11% | +84+3.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,299 | $1.52M | 0.03% | −93−3.9% | Reduced |
| Nicolet Bankshares Inc | 2,294 | $1.52M | 0.24% | +391+20.5% | Added |
| Quent Capital, LLC | 2,263 | $1.50M | 0.11% | +49+2.2% | Added |
| Great Diamond Partners, LLC | 2,262 | $1.50M | 0.29% | +35+1.6% | Added |
| Quintet Private Bank (Europe) S.A. | 2,260 | $1.50M | 0.09% | −197−8.0% | Reduced |
| Thoroughbred Financial Services, LLC | 2,249 | $1.49M | 0.09% | −183−7.5% | Reduced |
| Equitable Holdings, Inc. | 2,242 | $1.49M | 0.01% | −2−0.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,220 | $1.47M | 0.05% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,211 | $1.46M | 0.13% | +2,211 | New |
| Goelzer Investment Management, Inc. | 2,203 | $1.46M | 0.07% | +2,203 | New |
| McRae Capital Management Inc | 2,192 | $1.45M | 0.30% | +15+0.7% | Added |
| Generali Investments, Management Co LLC | 2,187 | $1.45M | 0.29% | −417−16.0% | Reduced |
| Boston Family Office LLC | 2,175 | $1.44M | 0.09% | +508+30.5% | Added |
| Summit Global Investments | 2,175 | $1.44M | 0.09% | +1,154+113.0% | Added |
| St. Louis Trust Co | 2,173 | $1.44M | 0.17% | +1,533+239.5% | Added |
| Smith, Salley & Associates | 2,161 | $1.43M | 0.07% | −11−0.5% | Reduced |
| Accretive Wealth Partners, LLC | 2,154 | $1.43M | 0.42% | −114−5.0% | Reduced |
| ROI Financial Advisors, LLC | 2,154 | $1.43M | 0.82% | −27−1.2% | Reduced |
| Optas, LLC | 2,154 | $1.43M | 0.22% | +148+7.4% | Added |
| Elevated Private Wealth, LLC | 2,150 | $1.42M | 1.48% | +2,150 | New |
| Alpha Family Trust | 2,150 | $1.42M | 0.65% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,150 | $1.42M | 0.56% | −13−0.6% | Reduced |
| Quantitative Investment Management, LLC | 2,136 | $1.41M | 0.14% | +68+3.3% | Added |
| Advisor OS, LLC | 2,128 | $1.41M | 0.11% | −107−4.8% | Reduced |
| Rockline Wealth Management, LLC | 2,120 | $1.40M | 0.29% | +339+19.0% | Added |
| Dockside LLC | 2,118 | $1.40M | 0.36% | +2,118 | New |
| Frec Markets, Inc. | 2,108 | $1.40M | 0.41% | +2,108 | New |
| Harbour Investments, Inc. | 2,098 | $1.39M | 0.03% | +1,688+411.7% | Added |
| Stance Capital LLC | 2,068 | $1.37M | 0.50% | −12−0.6% | Reduced |
| Fidelis Capital Partners, LLC | 2,068 | $1.37M | 0.10% | +100+5.1% | Added |
| Anchyra Partners LLC | 2,068 | $1.37M | 0.42% | +2,068 | New |
| Greykasell Wealth Strategies, Inc. | 2,059 | $1.36M | 0.54% | +152+8.0% | Added |
| Focus Financial Network, Inc. | 2,045 | $1.35M | 0.05% | −16−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 2,041 | $1.35M | 0.10% | +88+4.5% | Added |
| United Asset Strategies, Inc. | 2,036 | $1.35M | 0.10% | +20+1.0% | Added |
| Mirador Capital Partners LP | 2,023 | $1.34M | 0.18% | +10.0% | Added |
| Byrne Financial Freedom, LLC | 2,018 | $1.34M | 0.61% | 00.0% | Unchanged |
| Intrust Bank NA | 2,018 | $1.34M | 0.11% | +93+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,015 | $1.33M | 0.14% | +56+2.9% | Added |
| Silphium Asset Management Ltd | 2,007 | $1.33M | 0.56% | −3,975−66.4% | Reduced |
| Cooper Financial Group | 2,005 | $1.33M | 0.14% | −15−0.7% | Reduced |
| Liberty Wealth Management LLC | 2,002 | $1.33M | 0.17% | −2−0.1% | Reduced |
| Citizens & Northern Corp | 2,001 | $1.33M | 0.33% | +2,001 | New |
| Game Creek Capital, LP | 2,000 | $1.32M | 0.50% | −1,500−42.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,976 | $1.31M | 0.00% | −13−0.7% | Reduced |
| Paradigm Financial Partners, LLC | 1,968 | $1.30M | 0.13% | +202+11.4% | Added |
| DB Fitzpatrick & Co, Inc | 1,967 | $1.30M | 1.16% | −23−1.2% | Reduced |
| BNP Paribas | 1,959 | $1.30M | 0.04% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,954 | $1.29M | 0.05% | +17+0.9% | Added |
| J. R. Prunier Capital Management LLC | 1,950 | $1.29M | 0.54% | +1,950 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,946 | $1.29M | 0.15% | +92+5.0% | Added |