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 |
|---|---|---|---|---|---|
| Permanens Capital L.P. | 914 | $605.5K | 0.08% | +914 | New |
| Eagle Wealth Advisors LLC | 911 | $603.5K | 0.51% | +911 | New |
| Tiemann Investment Advisors, LLC | 907 | $600.8K | 0.23% | −101−10.0% | Reduced |
| Wealth Architects, LLC | 905 | $599.8K | 0.05% | −166−15.5% | Reduced |
| Godsey & Gibb Associates | 905 | $599.5K | 0.05% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 905 | $599.5K | 0.06% | +349+62.8% | Added |
| Hilton Head Capital Partners, LLC | 905 | $599.5K | 0.35% | +905 | New |
| Bond & Devick Financial Network, Inc. | 904 | $598.8K | 0.17% | −1−0.1% | Reduced |
| Elevated Capital Advisors, LLC | 903 | $598.4K | 0.14% | −168−15.7% | Reduced |
| Ameritas Advisory Services, LLC | 903 | $598.2K | 0.02% | +561+164.0% | Added |
| Lifeworks Advisors, LLC | 903 | $598.0K | 0.08% | +301+50.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 900 | $596.2K | 0.15% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 899 | $595.5K | 0.06% | +37+4.3% | Added |
| Gen-Wealth Partners Inc | 898 | $595.2K | 0.19% | −426−32.2% | Reduced |
| Tyche Wealth Partners LLC | 896 | $593.3K | 0.09% | +896 | New |
| JFS Wealth Advisors, LLC | 890 | $589.6K | 0.03% | +13+1.5% | Added |
| Foundry Financial LLC | 888 | $588.3K | 0.31% | +888 | New |
| Revolve Wealth Partners, LLC | 888 | $588.2K | 0.07% | +15+1.7% | Added |
| SBI Securities Co., Ltd. | 888 | $588.2K | 0.02% | +132+17.5% | Added |
| Wellspring Financial Advisors, LLC | 886 | $587.0K | 0.05% | +886 | New |
| KCM Investment Advisors LLC | 882 | $584.0K | 0.02% | +18+2.1% | Added |
| Caldwell Trust Co | 880 | $582.9K | 0.05% | 00.0% | Unchanged |
| Summitry LLC | 879 | $582.3K | 0.02% | +19+2.2% | Added |
| Beaumont Financial Advisors, LLC | 874 | $579.0K | 0.04% | +27+3.2% | Added |
| Wellington Grp LLC | 874 | $579.0K | 0.19% | +874 | New |
| Verity Asset Management, Inc. | 872 | $577.6K | 0.25% | −634−42.1% | Reduced |
| Sunbelt Securities, Inc. | 867 | $574.4K | 0.04% | +50+6.1% | Added |
| ICONIQ Capital, LLC | 862 | $571.0K | 0.01% | −61−6.6% | Reduced |
| Chesapeake Capital Corp | 859 | $569.0K | 0.48% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 858 | $568.4K | 0.21% | +20+2.4% | Added |
| Sivia Capital Partners, LLC | 856 | $567.1K | 0.11% | −183−17.6% | Reduced |
| Michael B. Yongue | 856 | $567.0K | 0.39% | −67−7.3% | Reduced |
| Bull Oak Capital, LLC | 855 | $566.4K | 0.23% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 855 | $566.0K | 0.17% | −91−9.6% | Reduced |
| Novem Group | 851 | $563.3K | 0.07% | −222−20.7% | Reduced |
| Prentice Wealth Management LLC | 850 | $563.1K | 0.13% | +22+2.7% | Added |
| Traynor Capital Management, Inc. | 849 | $562.4K | 0.03% | −40−4.5% | Reduced |
| Avenue 1 Advisors, LLC | 848 | $561.7K | 0.17% | +3+0.4% | Added |
| Fortune Financial Advisors, LLC | 847 | $561.4K | 0.38% | +14+1.7% | Added |
| Kathmere Capital Management, LLC | 843 | $558.4K | 0.04% | +193+29.7% | Added |
| KDT Advisors, LLC | 840 | $556.4K | 0.78% | 00.0% | Unchanged |
| Clear Street Markets LLC | 839 | $555.8K | 0.10% | +748+822.0% | Added |
| Private Trust Co NA | 836 | $554.1K | 0.05% | −38−4.3% | Reduced |
| Income Insurance Ltd | 836 | $553.8K | 0.36% | +836 | New |
| Group One Trading, L.P. | 831 | $550.5K | 0.02% | +557+203.3% | Added |
| Manchester Capital Management LLC | 830 | $549.8K | 0.07% | +227+37.6% | Added |
| Alta Wealth Advisors LLC | 828 | $548.8K | 0.18% | +9+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 826 | $547.6K | 0.02% | +203+32.6% | Added |
| Cromwell Holdings LLC | 823 | $545.2K | 0.30% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 822 | $544.5K | 0.03% | +71+9.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 822 | $544.5K | 0.86% | +822 | New |
| 3Chopt Investment Partners, LLC | 821 | $543.8K | 0.12% | +148+22.0% | Added |
| Avantra Family Wealth, Inc. | 814 | $539.2K | 0.39% | +25+3.2% | Added |
| Mechanics Bank Trust Department | 813 | $538.5K | 0.07% | 00.0% | Unchanged |
| Leo Wealth, LLC | 813 | $538.3K | 0.04% | +427+110.6% | Added |
| Capital Counsel LLC | 811 | $537.2K | 0.02% | +1+0.1% | Added |
| Unify Financial Advisors | 809 | $535.9K | 0.56% | +809 | New |
| Hardworking Capital Advisors, LLC | 806 | $533.9K | 0.48% | +806 | New |
| Wealth Group Ltd | 803 | $531.9K | 0.12% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 802 | $531.3K | 0.29% | +22+2.8% | Added |
| Ulland Investment Advisors, LLC | 801 | $531.0K | 0.43% | −32−3.8% | Reduced |
| W.H. Cornerstone Investments Inc. | 801 | $530.6K | 0.32% | +1+0.1% | Added |
| Kennon-Green & Company, LLC | 798 | $528.6K | 0.42% | −5−0.6% | Reduced |
| Onefund, LLC | 796 | $527.3K | 0.31% | +43+5.7% | Added |
| Conestoga Capital Advisors, LLC | 795 | $526.6K | 0.01% | +20+2.6% | Added |
| Simmons Bank | 793 | $525.3K | 0.04% | +248+45.5% | Added |
| Prosperity Bancshares Inc | 793 | $525.3K | 0.47% | +793 | New |
| Alpha Omega Wealth Management LLC | 792 | $524.6K | 0.09% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,198 | $524.2K | 0.15% | −56−4.5% | Reduced |
| Washington Trust Bank | 790 | $523.3K | 0.04% | +23+3.0% | Added |
| Cynosure Management, LLC | 788 | $522.0K | 0.05% | +100+14.5% | Added |
| Cambria Investment Management, L.P. | 787 | $521.3K | 0.03% | +198+33.6% | Added |
| SageView Advisory Group, LLC | 784 | $519.4K | 0.02% | +79+11.2% | Added |
| Signature Estate & Investment Advisors LLC | 784 | $519.3K | 0.01% | −7−0.9% | Reduced |
| Betterment LLC | 784 | $519.0K | 0.00% | +5+0.6% | Added |
| Spinnaker Investment Group, LLC | 782 | $518.0K | 0.09% | −6−0.8% | Reduced |
| Main Street Research LLC | 779 | $516.0K | 0.03% | +27+3.6% | Added |
| Private Client Services, LLC | 776 | $513.7K | 0.16% | +2+0.3% | Added |
| NorthStar Asset Management LLC | 775 | $513.4K | 0.23% | +1+0.1% | Added |
| Simon Quick Advisors, LLC | 775 | $513.4K | 0.02% | +104+15.5% | Added |
| Clear Creek Financial Management, LLC | 774 | $512.8K | 0.04% | +20+2.7% | Added |
| Catalyst Private Wealth, LLC | 774 | $512.7K | 0.22% | −75−8.8% | Reduced |
| Fundamentun, LLC | 770 | $510.4K | 0.02% | −377−32.9% | Reduced |
| Arrow Financial Corp | 768 | $508.7K | 0.05% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 767 | $508.1K | 0.44% | +767 | New |
| Accurate Wealth Management, LLC | 785 | $508.0K | 0.06% | +96+13.9% | Added |
| Triad Wealth Partners, LLC | 767 | $507.8K | 0.05% | −65−7.8% | Reduced |
| BlueSky Wealth Advisors, LLC | 766 | $507.4K | 0.07% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 764 | $506.1K | 0.09% | −73−8.7% | Reduced |
| Csenge Advisory Group | 764 | $505.9K | 0.02% | −151−16.5% | Reduced |
| Fort Sheridan Advisors LLC | 762 | $504.8K | 0.06% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 760 | $503.5K | 0.01% | +62+8.9% | Added |
| KMG Fiduciary Partners, LLC | 757 | $501.5K | 0.04% | −22−2.8% | Reduced |
| Canvas Wealth Advisors, LLC | 756 | $500.8K | 0.09% | +4+0.5% | Added |
| Prestige Wealth Management Group LLC | 755 | $500.2K | 0.10% | +30+4.1% | Added |
| Sound View Wealth Advisors Group, LLC | 755 | $500.1K | 0.03% | −144−16.0% | Reduced |
| SFM, LLC | 755 | $500.1K | 0.29% | +31+4.3% | Added |
| Impact Investors, Inc | 755 | $500.0K | 0.35% | −4−0.5% | Reduced |
| TLW Wealth Management, LLC | 754 | $499.5K | 0.29% | +239+46.4% | Added |
| Bernardo Wealth Planning LLC | 752 | $498.2K | 0.09% | +23+3.2% | Added |