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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 764 | $497.6K | 0.05% | +18+2.4% | Added |
| Gill Capital Partners, LLC | 750 | $496.8K | 0.15% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 749 | $496.2K | 0.27% | −92−10.9% | Reduced |
| Kesler, Norman & Wride, LLC | 747 | $495.2K | 0.08% | +421+129.1% | Added |
| Everstar Asset Management, LLC | 5,807 | $494.9K | 0.27% | +5,807 | New |
| Strategic Family Wealth Counselors, L.L.C. | 935 | $494.6K | 0.11% | +935 | New |
| GWN Securities Inc. | 746 | $494.5K | 0.10% | +17+2.3% | Added |
| Fiduciary Wealth Partners, LLC | 745 | $493.5K | 0.20% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 745 | $493.5K | 0.05% | −343−31.5% | Reduced |
| Prota Financial, LLC | 744 | $492.8K | 0.35% | +744 | New |
| International Assets Investment Management, LLC | 741 | $490.7K | 0.03% | +29+4.1% | Added |
| Andrews Advisory Associates, LLC | 740 | $490.2K | 0.26% | +740 | New |
| HBW Advisory Services LLC | 739 | $489.4K | 0.05% | +60+8.8% | Added |
| LVZ Advisors, Inc. | 736 | $487.5K | 0.05% | +103+16.3% | Added |
| Meadowbrook Advisors Group, LLC | 736 | $487.5K | 0.27% | +736 | New |
| Baker Avenue Asset Management, LP | 736 | $487.5K | 0.01% | −2,305−75.8% | Reduced |
| Legacy Bridge, LLC | 735 | $486.9K | 0.20% | +27+3.8% | Added |
| Keystone Wealth Services, LLC | 734 | $486.2K | 0.10% | +5+0.7% | Added |
| Wrapmanager Inc | 732 | $484.9K | 0.16% | −98−11.8% | Reduced |
| Fishman Jay A Ltd | 732 | $484.9K | 0.04% | 00.0% | Unchanged |
| Creekside Partners | 731 | $484.2K | 0.20% | +731 | New |
| Stegent Equity Advisors, Inc. | 729 | $482.9K | 0.38% | −3−0.4% | Reduced |
| Cambient Family Office, LLC | 729 | $482.9K | 0.07% | +729 | New |
| NorthRock Partners, LLC | 728 | $482.2K | 0.01% | −3,901−84.3% | Reduced |
| Relyea Zuckerberg Hanson LLC | 726 | $480.9K | 0.05% | −12−1.6% | Reduced |
| Severin Investments, LLC | 726 | $480.9K | 0.43% | −183−20.1% | Reduced |
| Johnson Bixby & Associates, LLC | 725 | $480.3K | 0.06% | 00.0% | Unchanged |
| Marble Wealth, LLC | 725 | $480.1K | 0.07% | +725 | New |
| KFG Wealth Management, LLC | 720 | $477.0K | 0.06% | −59−7.6% | Reduced |
| Veracity Capital LLC | 718 | $475.9K | 0.14% | −8−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 716 | $475.0K | 0.17% | +474+195.9% | Added |
| Crewe Advisors LLC | 717 | $475.0K | 0.04% | −28−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 715 | $473.7K | 0.02% | +172+31.7% | Added |
| BankPlus Wealth Management LLC | 713 | $473.6K | 0.26% | +122+20.6% | Added |
| Xxi Wealth, LLC | 714 | $473.0K | 0.29% | +714 | New |
| Costello Asset Management, INC | 713 | $472.3K | 0.16% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 711 | $471.0K | 0.31% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 711 | $471.0K | 0.00% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 711 | $470.9K | 0.02% | −462−39.4% | Reduced |
| 1776 Wealth LLC | 709 | $469.7K | 0.18% | −23−3.1% | Reduced |
| One Wealth Capital Management, LLC | 707 | $468.3K | 0.20% | −20−2.8% | Reduced |
| Atticus Wealth Management, LLC | 707 | $468.3K | 0.12% | −11−1.5% | Reduced |
| Union Savings Bank | 705 | $467.0K | 0.20% | +705 | New |
| Financial Planning Hawaii, Inc. | 704 | $466.3K | 0.27% | +704 | New |
| Ewa, LLC | 701 | $464.4K | 0.11% | +6+0.9% | Added |
| Pflug Koory, LLC | 700 | $463.7K | 0.22% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 698 | $462.4K | 0.09% | +149+27.1% | Added |
| Traveka Wealth, LLC | 696 | $461.0K | 0.19% | +6+0.9% | Added |
| Winthrop Advisory Group LLC | 699 | $460.9K | 0.04% | −44−5.9% | Reduced |
| Capital Performance Advisors LLP | 694 | $459.9K | 0.03% | −258−27.1% | Reduced |
| Chapin Davis, Inc. | 694 | $459.7K | 0.11% | −232−25.1% | Reduced |
| Mayflower Financial Advisors, LLC | 694 | $459.7K | 0.06% | −337−32.7% | Reduced |
| Wallace Advisory Group, LLC | 687 | $455.1K | 0.48% | −184−21.1% | Reduced |
| Ramiah Investment Group | 686 | $454.4K | 0.39% | −9−1.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 685 | $453.8K | 0.04% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 685 | $453.8K | 0.06% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 685 | $453.8K | 0.29% | −5−0.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 683 | $452.4K | 0.26% | −7−1.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 683 | $452.4K | 0.26% | +683 | New |
| Canandaigua National Bank & Trust Co | 680 | $450.4K | 0.04% | −7−1.0% | Reduced |
| Oakworth Capital, Inc. | 676 | $447.8K | 0.02% | +22+3.4% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $445.8K | 0.19% | −685−100.0% | Reduced |
| Planned Solutions, Inc. | 672 | $445.1K | 0.14% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 672 | $445.1K | 1.36% | +672 | New |
| Basecamp Wealth Advisors LLC | 672 | $445.1K | 0.09% | +672 | New |
| Three Bridge Wealth Advisors, LLC | 671 | $444.5K | 0.12% | 00.0% | Unchanged |
| Woodstock Corp | 670 | $443.8K | 0.04% | +3+0.4% | Added |
| True North Advisors, LLC | 668 | $442.5K | 0.06% | +71+11.9% | Added |
| Accelerate Investment Advisors LLC | 666 | $441.0K | 0.30% | −3−0.4% | Reduced |
| Saranac Partners Ltd | 665 | $440.5K | 0.17% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 665 | $440.5K | 0.07% | −1−0.2% | Reduced |
| Crews Bank & Trust | 665 | $440.5K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 664 | $440.0K | 0.07% | +342+106.2% | Added |
| Tidemark, LLC | 664 | $439.8K | 0.12% | 00.0% | Unchanged |
| Seven Mile Advisory | 662 | $438.6K | 0.08% | −424−39.0% | Reduced |
| Balentine LLC | 661 | $437.9K | 0.02% | +241+57.4% | Added |
| One Capital Management, LLC | 660 | $437.2K | 0.01% | −21−3.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 659 | $436.5K | 0.02% | −88−11.8% | Reduced |
| Tradewinds, LLC. | 657 | $435.4K | 0.10% | −244−27.1% | Reduced |
| Elyxium Wealth, LLC | 657 | $435.2K | 0.12% | +36+5.8% | Added |
| Intellectus Partners, LLC | 656 | $434.7K | 0.08% | −4−0.6% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 892 | $434.5K | 0.18% | +644+259.7% | Added |
| Ashton Thomas Securities, LLC | 651 | $431.2K | 0.08% | −28−4.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 650 | $430.7K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 650 | $430.6K | 0.02% | −19−2.8% | Reduced |
| Monetary Management Group Inc | 650 | $430.6K | 0.10% | 00.0% | Unchanged |
| Opal Capital LLC | 777 | $429.7K | 0.11% | +777 | New |
| Thomasville National Bank | 646 | $427.9K | 0.03% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 673 | $426.6K | 0.23% | +23+3.5% | Added |
| Daymark Wealth Partners, LLC | 642 | $425.4K | 0.01% | +137+27.1% | Added |
| Bigelow Investment Advisors, LLC | 642 | $425.3K | 0.17% | +24+3.9% | Added |
| Voya Financial Advisors, Inc. | 630 | $424.7K | 0.04% | −90−12.5% | Reduced |
| Sigma Planning Corp | 646 | $424.5K | 0.01% | −985−60.4% | Reduced |
| Hummer Financial Advisory Services Inc | 640 | $423.9K | 0.30% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 635 | $420.6K | 0.02% | −236−27.1% | Reduced |
| Clarendon Private LLC | 631 | $418.0K | 0.35% | +132+26.5% | Added |
| Avidian Wealth Solutions, LLC | 631 | $417.7K | 0.02% | +100+18.8% | Added |
| CVA Family Office, LLC | 630 | $417.3K | 0.05% | −7−1.1% | Reduced |
| United Community Bank | 628 | $416.0K | 0.16% | −38−5.7% | Reduced |
| Kera Capital Partners, Inc. | 833 | $415.6K | 0.05% | +302+56.9% | Added |