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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 494 | $327.5K | 0.14% | −18−3.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 493 | $326.6K | 0.20% | +61+14.1% | Added |
| Geneos Wealth Management Inc. | 492 | $326.0K | 0.01% | +17+3.6% | Added |
| Strategic Blueprint, LLC | 492 | $325.7K | 0.02% | −13−2.6% | Reduced |
| Washington Trust Advisors, Inc. | 491 | $325.5K | 0.02% | +236+92.5% | Added |
| Ambassador Advisors, LLC | 491 | $325.3K | 0.05% | −129−20.8% | Reduced |
| Proficio Capital Partners LLC | 491 | $325.2K | 0.02% | −28−5.4% | Reduced |
| Paragon Private Wealth Management, LLC | 489 | $324.1K | 0.10% | +57+13.2% | Added |
| Studio Investment Management LLC | 489 | $323.9K | 0.06% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 488 | $323.3K | 0.01% | −27−5.2% | Reduced |
| Sax Wealth Advisors, LLC | 487 | $322.8K | 0.02% | +49+11.2% | Added |
| Consolidated Planning Corp | 487 | $322.6K | 0.03% | −2,007−80.5% | Reduced |
| Rosenberg Matthew Hamilton | 486 | $321.9K | 0.07% | −8−1.6% | Reduced |
| Colonial Trust Co | 485 | $321.5K | 0.04% | +106+28.0% | Added |
| Guyasuta Investment Advisors Inc | 485 | $321.3K | 0.02% | +27+5.9% | Added |
| Tufton Capital Management | 484 | $320.0K | 0.06% | −65−11.8% | Reduced |
| Capital Investment Counsel, LLC | 483 | $319.9K | 0.04% | −43−8.2% | Reduced |
| Postrock Partners LLC | 481 | $318.6K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 480 | $318.0K | 0.02% | −120−20.0% | Reduced |
| Invenio Wealth Partners LLC | 479 | $317.3K | 0.12% | −26−5.1% | Reduced |
| Kovack Advisors, Inc. | 478 | $316.4K | 0.01% | +84+21.3% | Added |
| Values Added Financial LLC | 477 | $316.0K | 0.13% | +27+6.0% | Added |
| Canopy Partners, LLC | 477 | $316.0K | 0.10% | +43+9.9% | Added |
| EJMK Ventures LLC | 476 | $315.3K | 0.19% | +476 | New |
| Eubel Brady & Suttman Asset Management Inc | 474 | $314.0K | 0.04% | +53+12.6% | Added |
| Blue Sky Capital Consultants Group, Inc. | 474 | $314.0K | 0.14% | −13−2.7% | Reduced |
| Western Wealth Management, LLC | 473 | $313.6K | 0.01% | −61−11.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 473 | $313.3K | 0.08% | −3−0.6% | Reduced |
| Optimize Financial Inc | 473 | $313.3K | 0.16% | +4+0.9% | Added |
| Capital Analysts, LLC | 473 | $313.0K | 0.01% | +23+5.1% | Added |
| Purkiss Capital Advisors LLC | 472 | $312.7K | 0.15% | 00.0% | Unchanged |
| Beta Wealth Group, Inc. | 471 | $312.0K | 0.13% | +471 | New |
| Cornerstone Planning, LLC | 468 | $310.0K | 0.07% | +468 | New |
| VisionPoint Advisory Group, LLC | 467 | $309.4K | 0.06% | −52−10.0% | Reduced |
| Marietta Investment Partners LLC | 467 | $309.4K | 0.06% | −9−1.9% | Reduced |
| LifeSteps Financial, Inc. | 467 | $309.4K | 0.20% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 467 | $309.4K | 0.30% | +467 | New |
| Guardian Capital, LLC | 466 | $308.7K | 0.28% | +466 | New |
| Live Oak Private Wealth LLC | 466 | $308.7K | 0.04% | +7+1.5% | Added |
| Signet Private Wealth LLC | 464 | $307.1K | 0.29% | +464 | New |
| Impact Capital Partners LLC | 463 | $306.7K | 0.09% | +1+0.2% | Added |
| Mason Investment Advisory Services, Inc. | 463 | $306.7K | 0.01% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 463 | $306.5K | 0.07% | +5+1.1% | Added |
| ORG Partners LLC | 462 | $306.2K | 0.05% | +7+1.5% | Added |
| Gallacher Capital Management LLC | 462 | $305.8K | 0.12% | −3−0.6% | Reduced |
| Planning Alternatives Ltd | 461 | $305.7K | 0.04% | −43−8.5% | Reduced |
| Somerville Kurt F | 460 | $304.7K | 0.05% | 00.0% | Unchanged |
| MFA Wealth Services | 458 | $303.4K | 0.21% | −80−14.9% | Reduced |
| Highline Wealth Partners LLC | 457 | $302.5K | 0.09% | −57−11.1% | Reduced |
| Guardian Wealth Advisors, LLC | 456 | $302.1K | 0.02% | +49+12.0% | Added |
| SP Asset Management LLC | 455 | $301.6K | 0.02% | +1+0.2% | Added |
| Werba Rubin Papier Wealth Management | 455 | $301.4K | 0.08% | +132+40.9% | Added |
| Wynn Capital, LLC | 455 | $301.4K | 0.15% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 453 | $300.6K | 0.08% | +453 | New |
| Broadway Wealth Solutions, Inc. | 453 | $300.3K | 0.16% | +6+1.3% | Added |
| Baker Boyer National Bank | 451 | $298.8K | 0.09% | +21+4.9% | Added |
| Sepio Capital, LP | 451 | $298.8K | 0.02% | +28+6.6% | Added |
| SCS Capital Management LLC | 450 | $298.3K | 0.00% | +450 | New |
| McClarren Financial Advisors, Inc. | 662 | $298.3K | 0.18% | +213+47.4% | Added |
| United Advisor Group, LLC | 450 | $298.2K | 0.04% | +22+5.1% | Added |
| Capital Investment Counsel, Inc | 450 | $298.1K | 0.04% | −250−35.7% | Reduced |
| Oliver Luxxe Assets LLC | 450 | $298.1K | 0.05% | −191−29.8% | Reduced |
| Matrix Asset Advisors Inc | 450 | $298.1K | 0.03% | −1−0.2% | Reduced |
| Synergy Financial Group, LTD | 450 | $298.1K | 0.21% | +2+0.4% | Added |
| Perfromance Wealth Partners, LLC | 448 | $296.8K | 0.01% | +7+1.6% | Added |
| Cidel Asset Management Inc | 448 | $296.8K | 0.02% | +22+5.2% | Added |
| Essential Partners LLC | 447 | $296.1K | 0.09% | −353−44.1% | Reduced |
| Jackson Square Capital, LLC | 447 | $296.1K | 0.06% | −10−2.2% | Reduced |
| Brady Family Wealth, LLC | 447 | $296.1K | 0.09% | +447 | New |
| Sage Rhino Capital LLC | 447 | $295.8K | 0.06% | −4−0.9% | Reduced |
| Elser Financial Planning, Inc | 446 | $295.7K | 0.22% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 446 | $295.5K | 0.05% | +54+13.8% | Added |
| 49 Wealth Management, LLC | 445 | $294.9K | 0.02% | +144+47.8% | Added |
| Apeiron RIA LLC | 604 | $294.9K | 0.06% | +35+6.2% | Added |
| Greenspring Advisors, LLC | 445 | $294.8K | 0.02% | +445 | New |
| Vigilare Wealth Management | 445 | $294.8K | 0.10% | −18−3.9% | Reduced |
| Eagle Wealth Strategies LLC | 445 | $294.8K | 0.14% | +3+0.7% | Added |
| Caerus Investment Advisors, LLC | 445 | $294.8K | 0.10% | +63+16.5% | Added |
| Cane Capital Partners, LLC | 445 | $294.8K | 0.12% | +445 | New |
| Stronghold Wealth Management L.L.C. | 445 | $294.8K | 0.44% | +445 | New |
| Cornell Pochily Investment Advisors, Inc. | 444 | $294.2K | 0.09% | +23+5.5% | Added |
| KG&L Capital Management,LLC | 444 | $294.1K | 0.08% | −634−58.8% | Reduced |
| Essex Savings Bank | 444 | $294.1K | 0.06% | −29−6.1% | Reduced |
| Lighthouse Investment Partners, LLC | 441 | $292.1K | 0.01% | −3,379−88.5% | Reduced |
| Mma Asset Management LLC | 441 | $292.1K | 0.10% | +35+8.6% | Added |
| McLean Asset Management Corp | 515 | $291.9K | 0.05% | +4+0.8% | Added |
| Foster Group, Inc. | 438 | $290.3K | 0.01% | +32+7.9% | Added |
| RWM Asset Management, LLC | 513 | $288.2K | 0.03% | 00.0% | Unchanged |
| Truvestments Capital LLC | 433 | $286.6K | 0.05% | −46−9.6% | Reduced |
| Financial Advisory Service, Inc. | 432 | $286.3K | 0.02% | −2−0.5% | Reduced |
| Tennessee Valley Asset Management Partners | 431 | $285.8K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 431 | $285.6K | 0.11% | −7−1.6% | Reduced |
| Victory Financial Group, LLC | 431 | $285.5K | 0.04% | +431 | New |
| Portfolio Design Labs, LLC | 430 | $284.8K | 0.05% | +6+1.4% | Added |
| Omega Financial Group, LLC | 430 | $284.8K | 0.09% | +8+1.9% | Added |
| Texas Yale Capital Corp. | 430 | $284.8K | 0.01% | +130+43.3% | Added |
| Salvus Wealth Management, LLC | 429 | $284.2K | 0.16% | +51+13.5% | Added |
| Nolet Wealth Management, LLC | 428 | $283.6K | 0.16% | +428 | New |
| Petix & Botte Co | 426 | $282.2K | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 426 | $282.0K | 0.01% | −19−4.3% | Reduced |