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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 1,157 | $766.3K | 0.02% | −122−9.5% | Reduced |
| Correct Capital Wealth Management | 1,151 | $762.3K | 0.14% | +36+3.2% | Added |
| Connecticut Wealth Management, LLC | 1,149 | $761.1K | 0.03% | −2−0.2% | Reduced |
| Silver Oak Securities, Inc | 1,134 | $759.6K | 0.05% | +1,134 | New |
| Meridian Wealth Management, LLC | 1,142 | $756.4K | 0.03% | −29−2.5% | Reduced |
| Compagnie Lombard Odier SCmA | 1,140 | $755.2K | 0.01% | −833−42.2% | Reduced |
| Rehmann Capital Advisory Group | 1,136 | $753.3K | 0.04% | +93+8.9% | Added |
| PFC Capital Group, Inc. | 1,125 | $745.0K | 0.31% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,120 | $741.9K | 0.04% | +9+0.8% | Added |
| South Dakota Investment Council | 1,116 | $739.0K | 0.01% | −80−6.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,114 | $738.0K | 0.05% | −116−9.4% | Reduced |
| National Asset Management, Inc. | 1,114 | $737.7K | 0.03% | +61+5.8% | Added |
| Precision Wealth Strategies, LLC | 1,111 | $736.3K | 0.24% | +44+4.1% | Added |
| Values First Advisors, Inc. | 1,109 | $734.4K | 0.38% | +166+17.6% | Added |
| LVW Advisors, LLC | 1,108 | $734.0K | 0.07% | +14+1.3% | Added |
| Sovran Advisors, LLC | 1,320 | $732.1K | 0.06% | +9+0.7% | Added |
| Vance Wealth, Inc. | 1,105 | $732.0K | 0.22% | +6+0.5% | Added |
| Regent Peak Wealth Advisors LLC | 1,104 | $731.6K | 0.14% | +15+1.4% | Added |
| Malaga Cove Capital, LLC | 1,101 | $729.3K | 0.25% | −87−7.3% | Reduced |
| Integrated Advisors Network LLC | 1,100 | $728.7K | 0.03% | −237−17.7% | Reduced |
| Waterloo Capital, L.P. | 1,095 | $725.1K | 0.05% | −147−11.8% | Reduced |
| Breakwater Capital Group | 1,092 | $723.5K | 0.10% | −18−1.6% | Reduced |
| Orrstown Financial Services Inc | 1,089 | $721.4K | 0.12% | +343+46.0% | Added |
| Alta Advisers Ltd | 1,088 | $720.7K | 0.26% | −280−20.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,087 | $719.9K | 0.13% | +541+99.1% | Added |
| Virtue Capital Management, LLC | 1,136 | $715.1K | 0.11% | −18,643−94.3% | Reduced |
| American Trust | 1,078 | $714.1K | 0.06% | −18−1.6% | Reduced |
| Leavell Investment Management, Inc. | 1,077 | $713.5K | 0.03% | −64−5.6% | Reduced |
| Neville Rodie & Shaw Inc | 1,069 | $708.0K | 0.05% | −110−9.3% | Reduced |
| Red Door Wealth Management, LLC | 1,066 | $706.2K | 0.07% | −5−0.5% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 1,064 | $704.9K | 0.14% | +1,064 | New |
| Alliance Wealth Advisors, LLC | 1,056 | $699.5K | 0.15% | −671−38.9% | Reduced |
| Van Hulzen Asset Management, LLC | 1,052 | $697.1K | 0.05% | +5+0.5% | Added |
| Atlantic Trust, LLC | 1,047 | $693.9K | 0.11% | −50−4.6% | Reduced |
| Abacus Wealth Partners, LLC | 1,045 | $692.2K | 0.07% | +1,045 | New |
| Reynders McVeigh Capital Management, LLC | 1,043 | $691.0K | 0.03% | −69−6.2% | Reduced |
| Exane Asset Management | 887 | $689.9K | 0.15% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 1,037 | $686.9K | 0.17% | −491−32.1% | Reduced |
| Hallmark Capital Management Inc | 1,037 | $686.9K | 0.04% | −37−3.4% | Reduced |
| Wharton Business Group, LLC | 1,035 | $685.6K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 1,032 | $683.6K | 0.07% | −234−18.5% | Reduced |
| Exencial Wealth Advisors, LLC | 1,026 | $679.7K | 0.02% | +7+0.7% | Added |
| Morningstar Investment Management LLC | 1,019 | $675.0K | 0.04% | −12,389−92.4% | Reduced |
| Brevan Howard Capital Management LP | 1,017 | $673.7K | 0.01% | −3,318−76.5% | Reduced |
| New Republic Capital, LLC | 1,016 | $673.1K | 0.18% | +538+112.6% | Added |
| Trevian Wealth Management LLC | 1,014 | $671.7K | 0.32% | +4+0.4% | Added |
| Larson Financial Group LLC | 1,013 | $671.3K | 0.02% | −24−2.3% | Reduced |
| Oxford Financial Group Ltd | 1,013 | $671.1K | 0.04% | −11−1.1% | Reduced |
| Heritage Wealth Advisors | 1,012 | $670.6K | 0.03% | −72−6.6% | Reduced |
| Capital Investment Advisory Services, LLC | 1,009 | $668.4K | 0.05% | +97+10.6% | Added |
| Pettee Investors, Inc. | 1,001 | $663.1K | 0.37% | 00.0% | Unchanged |
| RBF Capital, LLC | 1,000 | $662.4K | 0.03% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 998 | $661.5K | 0.12% | −42−4.0% | Reduced |
| WBI Investments | 997 | $660.1K | 0.17% | −111−10.0% | Reduced |
| Aventura Private Wealth, LLC | 990 | $655.8K | 0.24% | −77−7.2% | Reduced |
| Clarius Group, LLC | 988 | $654.5K | 0.04% | −411−29.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 988 | $654.5K | 0.36% | +465+88.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 987 | $653.8K | 0.05% | +27+2.8% | Added |
| Chicago Trust Co NA | 985 | $652.5K | 0.10% | +75+8.2% | Added |
| TritonPoint Partners, LLC | 980 | $649.2K | 0.35% | +980 | New |
| Northern Financial Advisors Inc | 978 | $647.8K | 0.74% | −210−17.7% | Reduced |
| 4WEALTH Advisors, Inc. | 974 | $645.0K | 0.56% | +57+6.2% | Added |
| Founders Financial Alliance, LLC | 969 | $642.0K | 0.12% | +1+0.1% | Added |
| Tolleson Wealth Management, Inc. | 969 | $641.9K | 0.09% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 968 | $641.2K | 0.09% | +968 | New |
| Edmond de Rothschild Holding S.A. | 967 | $640.6K | 0.01% | −16−1.6% | Reduced |
| DGS Capital Management, LLC | 965 | $638.9K | 0.11% | −86−8.2% | Reduced |
| Bell Investment Advisors, Inc | 962 | $637.2K | 0.10% | +37+4.0% | Added |
| Pitcairn Wealth Advisors LLC | 962 | $637.2K | 0.06% | +962 | New |
| 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 |
| Plancorp, LLC | 957 | $633.9K | 0.02% | −37−3.7% | Reduced |
| Versant Capital Management, Inc | 957 | $633.9K | 0.08% | +168+21.3% | Added |
| Congress Park Capital LLC | 955 | $632.6K | 0.19% | +40+4.4% | Added |
| Burke & Herbert Bank & Trust Co | 955 | $632.6K | 0.17% | −240−20.1% | Reduced |
| Camden Capital, LLC | 954 | $632.4K | 0.04% | −48−4.8% | Reduced |
| Aviso Financial Inc. | 953 | $631.3K | 0.02% | +3+0.3% | Added |
| Financial Advisors Network, Inc. | 948 | $628.2K | 0.09% | −21−2.2% | Reduced |
| Horizon Family Wealth, Inc. | 948 | $628.1K | 0.33% | +2+0.2% | Added |
| Brucke Financial, Inc. | 948 | $628.0K | 0.34% | −95−9.1% | Reduced |
| Prosperity Consulting Group, LLC | 947 | $627.3K | 0.03% | +83+9.6% | Added |
| MONECO Advisors, LLC | 944 | $625.6K | 0.05% | −31−3.2% | Reduced |
| 17 Capital Partners, LLC | 942 | $624.0K | 0.32% | −90−8.7% | Reduced |
| Kames Capital plc | 940 | $622.6K | 0.01% | +192+25.7% | Added |
| 1st Source Bank | 938 | $621.4K | 0.03% | −146−13.5% | Reduced |
| BDFS Capital LLC | 934 | $618.8K | 0.31% | +934 | New |
| Edgestream Partners, L.P. | 934 | $618.7K | 0.02% | −865−48.1% | Reduced |
| Moors & Cabot, Inc. | 930 | $616.3K | 0.03% | +92+11.0% | Added |
| Formidable Asset Management, LLC | 929 | $615.4K | 0.09% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 928 | $614.7K | 0.32% | +36+4.0% | Added |
| Denali Advisors LLC | 927 | $614.1K | 0.07% | −11−1.2% | Reduced |
| 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 |
| Range Advisory, LLC | 920 | $609.2K | 0.16% | +920 | New |
| Expressive Wealth LLC | 917 | $607.4K | 0.66% | +917 | New |
| Evercore Wealth Management, LLC | 916 | $606.8K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 915 | $606.1K | 0.05% | −5−0.5% | Reduced |
| Parcion Private Wealth LLC | 915 | $606.1K | 0.04% | −73−7.4% | Reduced |
| PFG Investments, LLC | 915 | $606.0K | 0.03% | +18+2.0% | Added |