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
- 2,269
- +113 vs. Q3 2025
- Shares held
- 243.8M
- +9.49M (+4.1%) vs. Q3 2025
- Total value
- $161.3B
- +$1.38B (+0.9%) vs. Q3 2025
- New holders
- 265
- 923 more added
- Sold out
- 152
- 799 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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | 1,505 | $996.9K | 0.19% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,504 | $996.3K | 0.12% | +30+2.0% | Added |
| Diversified Enterprises, LLC | 1,501 | $994.3K | 0.06% | +773+106.2% | Added |
| Penserra Capital Management LLC | 1,500 | $992.0K | 0.01% | −1,874−55.5% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,493 | $989.0K | 0.38% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 1,488 | $985.7K | 0.02% | −303−16.9% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $984.4K | 0.28% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,478 | $979.1K | 0.05% | −621−29.6% | Reduced |
| Unique Wealth Strategies, LLC | 1,470 | $973.9K | 0.38% | +41+2.9% | Added |
| Simplify Asset Management Inc. | 1,468 | $972.4K | 0.02% | +297+25.4% | Added |
| Smithfield Trust Co | 1,466 | $972.0K | 0.04% | −4−0.3% | Reduced |
| Verdence Capital Advisors LLC | 1,466 | $971.3K | 0.06% | −398−21.4% | Reduced |
| Ofi Invest Asset Management | 1,511 | $970.7K | 0.01% | +1,337+768.4% | Added |
| Archford Capital Strategies, LLC | 1,464 | $969.8K | 0.11% | +3+0.2% | Added |
| Two Sigma Securities, LLC | 1,464 | $969.8K | 0.13% | +1,464 | New |
| Great Lakes Advisors, LLC | 1,457 | $965.1K | 0.01% | −43−2.9% | Reduced |
| Whalerock Point Partners, LLC | 1,456 | $964.5K | 0.18% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 1,446 | $957.7K | 0.23% | −16−1.1% | Reduced |
| Fulcrum Asset Management LLP | 1,418 | $949.9K | 0.26% | −42−2.9% | Reduced |
| Weatherly Asset Management L. P. | 1,433 | $949.2K | 0.07% | −4−0.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,431 | $948.3K | 0.03% | −10−0.7% | Reduced |
| Freestone Capital Holdings, LLC | 1,430 | $947.3K | 0.03% | −356−19.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,418 | $939.5K | 0.20% | +68+5.0% | Added |
| Brown, Lisle/Cummings, Inc. | 1,418 | $939.3K | 0.23% | +1,000+239.2% | Added |
| Principle Wealth Partners LLC | 1,417 | $938.8K | 0.05% | +31+2.2% | Added |
| Essex Financial Services, Inc. | 1,405 | $931.0K | 0.05% | +4+0.3% | Added |
| Paradigm Asset Management Co LLC | 1,400 | $927.4K | 0.21% | −100−6.7% | Reduced |
| Regal Investment Advisors LLC | 1,397 | $925.6K | 0.06% | +1,397 | New |
| Ellevest, Inc. | 1,388 | $919.4K | 0.13% | −86−5.8% | Reduced |
| RFG Advisory, LLC | 1,382 | $915.6K | 0.02% | −532−27.8% | Reduced |
| L2 Asset Management, LLC | 1,380 | $914.0K | 0.12% | +93+7.2% | Added |
| TCG Advisory Services, LLC | 1,377 | $912.2K | 0.02% | +424+44.5% | Added |
| Grove Bank & Trust | 1,365 | $904.2K | 0.10% | −998−42.2% | Reduced |
| Garner Asset Management Corp | 1,361 | $901.4K | 0.35% | +10+0.7% | Added |
| Independent Financial Group, LLC | 1,356 | $898.3K | 0.02% | +150+12.4% | Added |
| Gryphon Financial Partners LLC | 1,355 | $897.6K | 0.10% | +58+4.5% | Added |
| Natural Investments, LLC | 1,350 | $894.0K | 0.22% | +149+12.4% | Added |
| MMBG Investment Advisors Co. | 1,345 | $891.0K | 0.08% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,338 | $886.0K | 0.58% | −27−2.0% | Reduced |
| Heritage Investors Management Corp | 1,338 | $886.0K | 0.03% | 00.0% | Unchanged |
| Harbor Group, Inc. | 1,329 | $880.5K | 0.13% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,326 | $878.6K | 0.23% | +614+86.2% | Added |
| Triglav Skladi, D.O.O. | 1,325 | $877.7K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,323 | $876.7K | 0.59% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,323 | $876.5K | 0.02% | +83+6.7% | Added |
| Harbor Investment Advisory, LLC | 1,321 | $875.1K | 0.07% | +91+7.4% | Added |
| Pure Financial Advisors, Inc. | 1,320 | $874.1K | 0.01% | −484−26.8% | Reduced |
| Modern Wealth Management, LLC | 1,318 | $873.5K | 0.02% | +410+45.2% | Added |
| Tred Avon Family Wealth, LLC | 1,318 | $873.1K | 0.28% | +465+54.5% | Added |
| Eastern Bank | 1,318 | $873.1K | 0.02% | +241+22.4% | Added |
| Advisory Advocates, LLC | 1,315 | $871.1K | 0.87% | +1,315 | New |
| Gratus Wealth Advisors, LLC | 1,307 | $865.8K | 0.12% | −90−6.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 1,307 | $865.7K | 0.02% | −27−2.0% | Reduced |
| Park Capital Management, LLC | 1,306 | $865.1K | 0.62% | +6+0.5% | Added |
| SG Trading Solutions, LLC | 1,305 | $864.0K | 0.20% | +1,305 | New |
| Bridgewater Advisors Inc. | 1,641 | $861.3K | 0.06% | −38−2.3% | Reduced |
| TownSquare Capital, LLC | 1,296 | $858.5K | 0.19% | −1,951−60.1% | Reduced |
| Pallas Capital Advisors LLC | 1,295 | $858.0K | 0.03% | −1,735−57.3% | Reduced |
| West Family Investments, Inc. | 1,295 | $857.8K | 0.20% | −52−3.9% | Reduced |
| Catalyst Financial Partners LLC | 1,288 | $853.2K | 0.10% | +114+9.7% | Added |
| Koshinski Asset Management, Inc. | 1,280 | $847.7K | 0.05% | −172−11.8% | Reduced |
| Alteri Wealth LLC | 1,280 | $847.6K | 0.27% | +5+0.4% | Added |
| Parthenon LLC | 1,275 | $844.6K | 0.09% | −400−23.9% | Reduced |
| Waller Financial Planning Group, Inc | 1,272 | $842.7K | 0.19% | 00.0% | Unchanged |
| Spinnaker Trust | 1,271 | $841.9K | 0.05% | +67+5.6% | Added |
| Act Wealth Management, LLC | 1,265 | $838.0K | 0.27% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,264 | $837.4K | 0.25% | −11−0.9% | Reduced |
| Heritage Trust Co | 1,264 | $837.3K | 0.09% | +5+0.4% | Added |
| First National Trust Co | 1,264 | $837.3K | 0.03% | +134+11.9% | Added |
| Institute for Wealth Management, LLC. | 1,258 | $833.3K | 0.09% | −9−0.7% | Reduced |
| Worthington Financial Partners, LLC | 1,253 | $829.9K | 0.73% | +1,253 | New |
| Greenland Capital Management LP | 1,250 | $828.0K | 0.12% | +1,250 | New |
| 71 West Capital Partners | 1,247 | $826.0K | 0.04% | +1,247 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,246 | $825.4K | 0.03% | +151+13.8% | Added |
| Riverpark Capital Management LLC | 1,246 | $825.4K | 1.60% | −102−7.6% | Reduced |
| HCR Wealth Advisors | 1,245 | $824.7K | 0.08% | +40+3.3% | Added |
| Carnegie Capital Asset Management, LLC | 1,243 | $823.5K | 0.02% | +87+7.5% | Added |
| Magnus Financial Group LLC | 1,240 | $821.3K | 0.06% | +15+1.2% | Added |
| Garden State Investment Advisory Services LLC | 1,231 | $818.3K | 0.19% | −82−6.2% | Reduced |
| SmartHarvest Portfolios, LLC | 1,231 | $815.5K | 0.28% | +1,231 | New |
| North Star Investment Management Corp. | 1,227 | $812.8K | 0.05% | +16+1.3% | Added |
| CM Wealth Advisors LLC | 1,226 | $812.1K | 0.18% | +1,226 | New |
| STF Management LP | 1,224 | $810.8K | 0.76% | −3,011−71.1% | Reduced |
| Cardiff Park Advisors, LLC | 1,223 | $810.1K | 0.07% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,247 | $806.7K | 0.20% | −155−11.1% | Reduced |
| Parkside Financial Bank & Trust | 1,217 | $806.2K | 0.06% | +17+1.4% | Added |
| Verity & Verity, LLC | 1,211 | $802.2K | 0.06% | +524+76.3% | Added |
| Madison Asset Management, LLC | 1,200 | $794.9K | 0.01% | 00.0% | Unchanged |
| Freemont Management S.A. | 1,200 | $794.9K | 0.16% | +800+200.0% | Added |
| Quest Partners LLC | 1,199 | $794.2K | 0.04% | −364−23.3% | Reduced |
| Aprio Wealth Management, LLC | 1,179 | $793.3K | 0.05% | +260+28.3% | Added |
| Tower Trust & Investment Co | 1,195 | $791.5K | 0.50% | +284+31.2% | Added |
| Evolve Private Wealth, LLC | 1,185 | $785.0K | 0.05% | +1,185 | New |
| Cerro Pacific Wealth Advisors LLC | 1,180 | $781.4K | 0.21% | +190+19.2% | Added |
| Lee Danner & Bass Inc | 1,179 | $781.0K | 0.06% | −1−0.1% | Reduced |
| OmniStar Financial Group, Inc. | 1,178 | $780.7K | 0.46% | +138+13.3% | Added |
| 111 Capital | 1,170 | $775.0K | 0.17% | +1,170 | New |
| Simplicity Wealth,LLC | 1,167 | $773.3K | 0.05% | +139+13.5% | Added |
| Stratos Wealth Advisors, LLC | 1,161 | $769.4K | 0.04% | −12−1.0% | Reduced |
| New Hampshire Trust | 1,159 | $767.7K | 0.15% | −39−3.3% | Reduced |