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 |
|---|---|---|---|---|---|
| Invesco, LLC | 627 | $415.4K | 0.14% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 625 | $414.0K | 0.44% | 00.0% | Unchanged |
| Valtinson Bruner Financial Planning LLC | 624 | $413.3K | 0.12% | +1+0.2% | Added |
| Proffitt & Goodson Inc | 622 | $412.0K | 0.06% | +28+4.7% | Added |
| Capital Advisors, Ltd. LLC | 620 | $411.0K | 0.05% | −15−2.4% | Reduced |
| Cercano Management LLC | 619 | $410.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 618 | $409.6K | 0.02% | −88−12.5% | Reduced |
| D'Orazio & Associates, Inc. | 617 | $408.8K | 0.05% | +74+13.6% | Added |
| Diversified Investment Strategies, LLC | 614 | $406.7K | 0.27% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 613 | $406.1K | 0.01% | +40+7.0% | Added |
| Busey Wealth Management | 604 | $400.1K | 0.01% | +24+4.1% | Added |
| Jacobsen Capital Management | 603 | $399.4K | 0.13% | −11−1.8% | Reduced |
| Latko Wealth Management, Ltd. | 602 | $398.9K | 0.20% | +1+0.2% | Added |
| Security Financial Services, INC. | 602 | $398.8K | 0.06% | −14−2.3% | Reduced |
| Columbia Asset Management | 602 | $398.8K | 0.07% | 00.0% | Unchanged |
| First National Bank of Omaha | 595 | $398.6K | 0.01% | +595 | New |
| Ticino Wealth | 601 | $398.1K | 0.15% | +601 | New |
| Scientech Research LLC | 600 | $397.5K | 0.25% | −1,308−68.6% | Reduced |
| East Coast Asset Management, LLC. | 600 | $397.5K | 0.12% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 600 | $397.5K | 0.37% | 00.0% | Unchanged |
| Gordian Advisors LLC | 600 | $397.5K | 0.26% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 600 | $397.5K | 0.02% | +31+5.4% | Added |
| Select Asset Management & Trust | 600 | $397.0K | 0.12% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 599 | $396.8K | 0.30% | +599 | New |
| Ausdal Financial Partners, Inc. | 598 | $396.1K | 0.02% | −256−30.0% | Reduced |
| Integrated Investment Consultants, LLC | 597 | $395.5K | 0.08% | −62−9.4% | Reduced |
| Armis Advisers, LLC | 868 | $395.3K | 0.04% | +285+48.9% | Added |
| MidFirst Bank | 594 | $393.5K | 0.03% | +594 | New |
| Fortitude Family Office, LLC | 593 | $392.8K | 0.09% | +1+0.2% | Added |
| Pacific Wealth Management | 592 | $392.2K | 0.18% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 587 | $388.9K | 0.08% | +1+0.2% | Added |
| McAdam, LLC | 584 | $386.9K | 0.02% | +92+18.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 580 | $384.2K | 0.10% | +15+2.7% | Added |
| Consolidated Capital Management, LLC | 579 | $383.5K | 0.12% | +250+76.0% | Added |
| Riverwater Partners LLC | 579 | $383.5K | 0.15% | −49−7.8% | Reduced |
| Westfuller Advisors, LLC | 578 | $382.9K | 0.15% | −93−13.9% | Reduced |
| Wealthcare Advisory Partners LLC | 577 | $381.9K | 0.01% | +47+8.9% | Added |
| Wealth Management Associates, Inc. | 576 | $381.6K | 0.13% | +5+0.9% | Added |
| Gilbert & Cook, Inc. | 575 | $380.9K | 0.05% | −7−1.2% | Reduced |
| New England Research & Management, Inc. | 575 | $380.9K | 0.17% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 574 | $380.2K | 0.01% | −5−0.9% | Reduced |
| Channel Wealth LLC | 574 | $380.2K | 0.10% | +76+15.3% | Added |
| NTV Asset Management LLC | 572 | $378.9K | 0.04% | −34−5.6% | Reduced |
| AGH Wealth Advisors, LLC | 572 | $378.9K | 0.28% | +30+5.5% | Added |
| Nicholas Investment Partners, LP | 571 | $378.2K | 0.03% | −743−56.5% | Reduced |
| High Falls Advisors, Inc | 571 | $378.1K | 0.08% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 570 | $377.9K | 0.05% | +570 | New |
| Belpointe Asset Management LLC | 569 | $377.0K | 0.01% | −1−0.2% | Reduced |
| Venture Visionary Partners LLC | 568 | $376.3K | 0.01% | +20+3.6% | Added |
| Bourne Lent Asset Management Inc | 566 | $374.9K | 0.12% | 00.0% | Unchanged |
| WP Advisors, LLC | 565 | $374.1K | 0.09% | −67−10.6% | Reduced |
| Camden National Bank | 562 | $372.3K | 0.05% | −31−5.2% | Reduced |
| South State Corp. | 562 | $372.3K | 0.02% | −2−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 561 | $371.6K | 0.01% | −43−7.1% | Reduced |
| Telos Capital Management, Inc. | 560 | $371.0K | 0.03% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 560 | $371.0K | 0.14% | +204+57.3% | Added |
| Tritonpoint Wealth, LLC | 556 | $368.2K | 0.04% | −937−62.8% | Reduced |
| Integrity Alliance, LLC. | 555 | $367.7K | 0.01% | +14+2.6% | Added |
| MWA Asset Management | 555 | $367.6K | 0.20% | −145−20.7% | Reduced |
| BIP Wealth, LLC | 552 | $365.7K | 0.01% | −25−4.3% | Reduced |
| Libra Wealth LLC | 552 | $365.7K | 0.10% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 550 | $364.3K | 0.03% | +9+1.7% | Added |
| Corundum Group, Inc. | 548 | $363.0K | 0.12% | +147+36.7% | Added |
| Aviso Wealth Management | 547 | $362.4K | 0.15% | −6−1.1% | Reduced |
| National Wealth Management Group, LLC | 547 | $362.3K | 0.13% | +547 | New |
| Caitlin John, LLC | 546 | $361.8K | 0.24% | +465+574.1% | Added |
| Meeder Asset Management Inc | 546 | $361.7K | 0.02% | −2,564−82.4% | Reduced |
| M3 Advisory Group, LLC | 545 | $361.0K | 0.22% | −102−15.8% | Reduced |
| Schnieders Capital Management, LLC. | 542 | $359.0K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 542 | $359.0K | 0.04% | +132+32.2% | Added |
| Elgethun Capital Management | 534 | $354.0K | 0.06% | +28+5.5% | Added |
| RiverFront Investment Group, LLC | 534 | $354.0K | 0.01% | +534 | New |
| Wealth Management Partners, LLC | 531 | $351.7K | 0.10% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 530 | $351.1K | 0.23% | +14+2.7% | Added |
| Resources Management Corp | 530 | $351.0K | 0.05% | 00.0% | Unchanged |
| TFB Advisors LLC | 527 | $349.1K | 0.10% | −111−17.4% | Reduced |
| Moody National Bank Trust Division | 527 | $349.1K | 0.03% | +113+27.3% | Added |
| Capital Advisors Inc | 526 | $348.1K | 0.01% | +107+25.5% | Added |
| Marathon Wealth Advisors LLC | 525 | $347.5K | 0.14% | +525 | New |
| Powell Investment Advisors, LLC | 523 | $346.4K | 0.12% | 00.0% | Unchanged |
| Financial Consulate, Inc | 522 | $345.8K | 0.05% | −97−15.7% | Reduced |
| Wall Street Financial Group, Inc. | 522 | $345.8K | 0.25% | +25+5.0% | Added |
| Nations Financial Group Inc, | 521 | $345.1K | 0.02% | −246−32.1% | Reduced |
| Wolff Wiese Magana LLC | 521 | $345.1K | 0.19% | −12−2.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 520 | $344.5K | 0.10% | +11+2.2% | Added |
| Opal Wealth Advisors, LLC | 519 | $343.8K | 0.09% | −24−4.4% | Reduced |
| Lionshead Wealth Management, LLC | 518 | $343.1K | 0.26% | +8+1.6% | Added |
| Westwood Wealth Management | 518 | $343.1K | 0.26% | +518 | New |
| Colter Lewis Investment Partners LLC | 518 | $343.1K | 0.40% | +518 | New |
| MN Wealth Advisors, LLC | 513 | $340.1K | 0.17% | +3+0.6% | Added |
| Nilsine Partners, LLC | 513 | $339.8K | 0.03% | +147+40.2% | Added |
| TopTier Wealth Management, LLC | 513 | $339.8K | 0.23% | +513 | New |
| Sunflower Bank, N.A. | 512 | $339.2K | 0.09% | +5+1.0% | Added |
| Abel Hall, LLC | 510 | $337.9K | 0.08% | +63+14.1% | Added |
| Tanager Wealth Management LLP | 510 | $337.8K | 0.03% | +22+4.5% | Added |
| Perennial Investment Advisors, LLC | 503 | $333.6K | 0.03% | +43+9.3% | Added |
| Endowment Wealth Management, Inc. | 502 | $332.3K | 0.15% | −21−4.0% | Reduced |
| K.J. Harrison & Partners Inc | 500 | $331.2K | 0.04% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 497 | $329.2K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 496 | $328.6K | 0.03% | 00.0% | Unchanged |