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 |
|---|---|---|---|---|---|
| Austin Private Wealth, LLC | 1,940 | $1.29M | 0.10% | −29−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 1,939 | $1.28M | 0.10% | −103−5.0% | Reduced |
| Legacy Trust | 1,938 | $1.28M | 0.24% | 00.0% | Unchanged |
| BSW Wealth Partners | 1,925 | $1.28M | 0.15% | −86−4.3% | Reduced |
| Barbara Oil Co. | 1,900 | $1.26M | 0.47% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,894 | $1.25M | 0.02% | −140−6.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,890 | $1.25M | 0.14% | +89+4.9% | Added |
| Ramirez Asset Management, Inc. | 1,880 | $1.25M | 0.16% | 00.0% | Unchanged |
| Old Port Advisors | 1,879 | $1.24M | 0.31% | +1+0.1% | Added |
| Quotient Wealth Partners, LLC | 1,877 | $1.24M | 0.03% | −276−12.8% | Reduced |
| RiverPark Advisors, LLC | 1,874 | $1.24M | 0.36% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,873 | $1.24M | 0.18% | −247−11.7% | Reduced |
| Asset Dedication, LLC | 1,860 | $1.23M | 0.08% | −219−10.5% | Reduced |
| CVFG LLC | 1,859 | $1.23M | 0.84% | −18−1.0% | Reduced |
| Weaver Capital Management LLC | 1,859 | $1.23M | 0.26% | +628+51.0% | Added |
| BAM Wealth Management, LLC | 1,852 | $1.23M | 0.89% | −103−5.3% | Reduced |
| Mutual Advisors, LLC | 1,847 | $1.22M | 0.03% | −163−8.1% | Reduced |
| We Are One Seven, LLC | 1,846 | $1.22M | 0.02% | +107+6.2% | Added |
| Verde Capital Management | 1,838 | $1.22M | 0.26% | +38+2.1% | Added |
| Okabena Investment Services Inc | 1,837 | $1.22M | 0.23% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 1,837 | $1.22M | 1.08% | +1,837 | New |
| Darwin Advisors, LLC | 1,825 | $1.21M | 0.38% | −1,114−37.9% | Reduced |
| Wellington Shields Capital Management, LLC | 1,825 | $1.21M | 0.18% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,822 | $1.21M | 0.49% | +54+3.1% | Added |
| HighVista Strategies LLC | 1,813 | $1.20M | 0.31% | −350−16.2% | Reduced |
| SHUTTLEWORTH & Co | 1,810 | $1.20M | 1.10% | −283−13.5% | Reduced |
| Sowell Financial Services LLC | 1,801 | $1.19M | 0.04% | −207−10.3% | Reduced |
| Cito Capital Group, LLC | 1,800 | $1.19M | 0.35% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,680 | $1.19M | 0.03% | +1,326+97.9% | Added |
| Applied Finance Capital Management, LLC | 1,786 | $1.18M | 0.08% | +1,786 | New |
| Trust Point Inc. | 1,786 | $1.18M | 0.09% | −101−5.4% | Reduced |
| Massmutual Trust Co FSB | 1,783 | $1.18M | 0.03% | −62−3.4% | Reduced |
| PCM Encore, LLC | 1,775 | $1.18M | 0.25% | +1,775 | New |
| Symphony Financial, Ltd. Co. | 1,741 | $1.17M | 0.16% | −634−26.7% | Reduced |
| Forum Financial Management, LP | 1,758 | $1.16M | 0.02% | −182−9.4% | Reduced |
| Milestones Private Investment Advisors LLC | 1,753 | $1.16M | 0.80% | +3+0.2% | Added |
| Crescent Sterling, Ltd. | 1,750 | $1.16M | 1.19% | +201+13.0% | Added |
| David Loasby | 1,822 | $1.16M | 0.08% | +530+41.0% | Added |
| Howland Capital Management LLC | 1,746 | $1.16M | 0.04% | −61−3.4% | Reduced |
| Account Management LLC | 1,745 | $1.16M | 1.24% | −110−5.9% | Reduced |
| Elevate Capital Advisors, LLC | 1,741 | $1.15M | 0.76% | −245−12.3% | Reduced |
| Jefferies Financial Group Inc. | 1,741 | $1.15M | 0.01% | −372−17.6% | Reduced |
| Cove Private Wealth, LLC | 1,740 | $1.15M | 0.34% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,734 | $1.15M | 0.52% | +1,013+140.5% | Added |
| Evanson Asset Management, LLC | 1,730 | $1.15M | 0.06% | +58+3.5% | Added |
| Journey Strategic Wealth LLC | 1,721 | $1.14M | 0.03% | −508−22.8% | Reduced |
| Crew Capital Management, Ltd. | 1,716 | $1.14M | 0.72% | +200+13.2% | Added |
| Level Four Advisory Services, LLC | 1,714 | $1.14M | 0.04% | +47+2.8% | Added |
| ICW Investment Advisors LLC | 1,711 | $1.13M | 0.41% | +13+0.8% | Added |
| PDS Planning, Inc | 1,708 | $1.13M | 0.08% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,707 | $1.13M | 0.14% | +1,707 | New |
| Regatta Capital Group, LLC | 1,707 | $1.13M | 0.17% | −7−0.4% | Reduced |
| Curated Wealth Partners LLC | 1,706 | $1.13M | 0.12% | +84+5.2% | Added |
| Caitong International Asset Management Co., Ltd | 1,705 | $1.13M | 0.28% | +1,705 | New |
| Nixon Peabody Trust Co | 1,703 | $1.13M | 0.09% | −62−3.5% | Reduced |
| IHT Wealth Management, LLC | 1,704 | $1.13M | 0.03% | +42+2.5% | Added |
| Destination Wealth Management | 1,699 | $1.13M | 0.03% | +1,699 | New |
| Cary Street Partner Investment Advisory LLC | 1,690 | $1.12M | 0.30% | +119+7.6% | Added |
| Inscription Capital, LLC | 1,674 | $1.11M | 0.11% | +714+74.4% | Added |
| Robinhood Asset Management, LLC | 1,673 | $1.11M | 0.09% | +1,673 | New |
| Richard W. Paul & Associates, LLC | 1,672 | $1.11M | 0.37% | +291+21.1% | Added |
| Heritage Family Offices, LLP | 1,666 | $1.10M | 0.50% | +1,666 | New |
| Nelson Capital Management, LLC | 1,665 | $1.10M | 0.13% | −2−0.1% | Reduced |
| Stablepoint Partners, LLC | 1,650 | $1.09M | 0.17% | +33+2.0% | Added |
| United Bank | 1,647 | $1.09M | 0.37% | +384+30.4% | Added |
| Dakota Wealth Management | 1,638 | $1.09M | 0.02% | −181−10.0% | Reduced |
| Forbes J M & Co LLP | 1,635 | $1.08M | 0.09% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,635 | $1.08M | 0.03% | −12−0.7% | Reduced |
| Everest Management Corp. | 1,632 | $1.08M | 0.60% | −17−1.0% | Reduced |
| PeakShares LLC | 1,632 | $1.08M | 1.06% | +1,632 | New |
| WBH Advisory Inc | 1,630 | $1.08M | 0.08% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,628 | $1.08M | 0.06% | +101+6.6% | Added |
| Advisors Capital Management, LLC | 1,627 | $1.08M | 0.01% | −29−1.8% | Reduced |
| Sage Mountain Advisors LLC | 1,625 | $1.08M | 0.06% | −99−5.7% | Reduced |
| Red Spruce Capital, LLC | 1,621 | $1.07M | 0.43% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,617 | $1.07M | 0.18% | −38−2.3% | Reduced |
| Ducere Wealth Management LLC | 1,613 | $1.07M | 0.41% | +1,613 | New |
| MJP Associates Inc | 1,612 | $1.07M | 0.13% | −57−3.4% | Reduced |
| CNB Bank | 1,609 | $1.07M | 0.44% | −20−1.2% | Reduced |
| Barr E S & Co | 1,608 | $1.07M | 0.06% | +24+1.5% | Added |
| Community Bank & Trust, Waco, Texas | 1,603 | $1.06M | 0.22% | −9−0.6% | Reduced |
| Legacy Financial Advisors, Inc. | 1,593 | $1.06M | 0.15% | +17+1.1% | Added |
| Kingsview Wealth Management, LLC | 1,588 | $1.05M | 0.02% | −22−1.4% | Reduced |
| OV Management LLC | 1,582 | $1.05M | 0.91% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,575 | $1.04M | 0.20% | +64+4.2% | Added |
| Money Concepts Capital Corp | 1,570 | $1.04M | 0.06% | +105+7.2% | Added |
| Chris Bulman Inc | 1,557 | $1.03M | 0.46% | +22+1.4% | Added |
| AustralianSuper Pty Ltd | 1,556 | $1.03M | 0.00% | +1,556 | New |
| NBT Bank N A | 1,550 | $1.03M | 0.07% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,549 | $1.03M | 0.03% | +162+11.7% | Added |
| Palisade Capital Management LLC | 1,546 | $1.02M | 0.03% | −39−2.5% | Reduced |
| Hara Capital LLC | 1,530 | $1.01M | 0.56% | −4−0.3% | Reduced |
| Mangrove Partners | 1,530 | $1.01M | 0.08% | +1,530 | New |
| Barden Capital Management, Inc. | 1,528 | $1.01M | 0.83% | +365+31.4% | Added |
| Southeast Asset Advisors Inc. | 1,523 | $1.01M | 0.10% | −535−26.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,523 | $1.01M | 0.01% | −208−12.0% | Reduced |
| Burney Co | 1,521 | $1.01M | 0.03% | +612+67.3% | Added |
| Thrive Wealth Management, LLC | 1,520 | $1.01M | 0.15% | +4+0.3% | Added |
| Soltis Investment Advisors LLC | 1,518 | $1.01M | 0.07% | +81+5.6% | Added |
| Copos Capital S.a r.l. | 1,517 | $1.00M | 0.70% | +1,517 | New |