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 | 2,269 | $161.3B |
| Q3 2025 | 2,198 | $160.5B |
| Q2 2025 | 2,212 | $188.1B |
| Q1 2025 | 2,030 | $144.5B |
| Q4 2024 | 2,066 | $147.4B |
| Q3 2024 | 1,969 | $144.2B |
| Q2 2024 | 1,966 | $154.2B |
| Q1 2024 | 1,943 | $152.0B |
| Q4 2023 | 1,917 | $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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 424 | $280.9K | 0.01% | +22+5.5% | Added |
| Shrier Wealth Management, LLC | 424 | $280.9K | 0.11% | +424 | New |
| Fortis Capital Management LLC | 424 | $280.6K | 0.04% | +38+9.8% | Added |
| Cypress Wealth Services, LLC | 423 | $280.5K | 0.04% | +423 | New |
| Nwam LLC | 481 | $277.8K | 0.02% | −21−4.2% | Reduced |
| Tranquility Partners, LLC | 417 | $276.2K | 0.10% | −120−22.3% | Reduced |
| Horizon Bancorp Inc | 416 | $276.0K | 0.13% | +201+93.5% | Added |
| Onyx Bridge Wealth Group LLC | 416 | $275.7K | 0.03% | +3+0.7% | Added |
| Reflection Asset Management | 416 | $275.6K | 0.20% | +416 | New |
| Aster Capital Management (DIFC) Ltd | 415 | $274.9K | 0.12% | +415 | New |
| Associated Banc-Corp | 414 | $274.2K | 0.01% | +55+15.3% | Added |
| Triumph Capital Management | 412 | $272.9K | 0.06% | +12+3.0% | Added |
| Howard Bailey Securities, LLC | 412 | $272.9K | 0.11% | −16−3.7% | Reduced |
| BetterWealth, LLC | 412 | $272.9K | 0.06% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 411 | $272.6K | 0.05% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 410 | $271.6K | 0.07% | +410 | New |
| Hall Laurie J Trustee | 410 | $271.6K | 0.09% | 00.0% | Unchanged |
| May Hill Capital, LLC | 410 | $271.6K | 0.07% | +51+14.2% | Added |
| Truepoint, Inc. | 409 | $270.9K | 0.01% | −290−41.5% | Reduced |
| Altfest L J & Co Inc | 409 | $270.9K | 0.03% | +2+0.5% | Added |
| TFR Capital, LLC. | 408 | $270.3K | 0.09% | +10+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 407 | $269.6K | 0.01% | +46+12.7% | Added |
| LifePlan Investment Advisors, Inc. | 406 | $268.9K | 0.11% | +13+3.3% | Added |
| Ariadne Wealth Management, LP | 674 | $268.2K | 0.11% | −223−24.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 404 | $267.9K | 0.08% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 404 | $267.7K | 0.04% | +10+2.5% | Added |
| Berman McAleer LLC | 404 | $267.6K | 0.04% | +1+0.2% | Added |
| Pinnacle Bancorp, Inc. | 403 | $267.0K | 0.08% | +5+1.3% | Added |
| ORG Wealth Partners, LLC | 403 | $266.9K | 0.06% | +143+55.0% | Added |
| Benin Management CORP | 402 | $266.3K | 0.06% | −47−10.5% | Reduced |
| CFO4Life Group, LLC | 402 | $266.3K | 0.04% | +12+3.1% | Added |
| Jeppson Wealth Management, LLC | 401 | $265.6K | 0.08% | −5−1.2% | Reduced |
| LSV Asset Management | 400 | $265.0K | 0.00% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 400 | $265.0K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 400 | $265.0K | 0.15% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 400 | $265.0K | 0.04% | +400 | New |
| Walter & Keenan Financial Consulting Co | 399 | $264.3K | 0.07% | +2+0.5% | Added |
| Principal Street Partners, LLC | 398 | $263.7K | 0.04% | −108−21.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 398 | $263.6K | 0.09% | +15+3.9% | Added |
| One River Asset Management, LLC | 396 | $262.3K | 0.23% | −19−4.6% | Reduced |
| Crawford Investment Counsel Inc | 394 | $261.0K | 0.00% | +17+4.5% | Added |
| Grandfield & Dodd, LLC | 394 | $261.0K | 0.01% | +1+0.3% | Added |
| Seeds Investor LLC | 392 | $260.0K | 0.05% | +60+18.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 392 | $259.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 390 | $258.3K | 0.11% | +4+1.0% | Added |
| DV Equities, LLC | 390 | $258.3K | 0.05% | +390 | New |
| Covestor Ltd | 388 | $258.0K | 0.14% | +68+21.3% | Added |
| Red Wave Investments LLC | 389 | $257.7K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 388 | $257.0K | 0.06% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 388 | $257.0K | 0.05% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 388 | $256.9K | 0.04% | +24+6.6% | Added |
| Rossby Financial, LCC | 387 | $256.4K | 0.08% | −232−37.5% | Reduced |
| Castlefield Investment Partners LLP | 386 | $255.7K | 0.20% | +386 | New |
| Figure 8 Investment Strategies LLC | 385 | $255.0K | 0.23% | 00.0% | Unchanged |
| Syverson Strege & Co | 384 | $254.4K | 0.06% | −49−11.3% | Reduced |
| Blom & Howell Financial Planning, Inc. | 384 | $254.4K | 0.25% | +384 | New |
| Eagle Strategies LLC | 383 | $253.4K | 0.03% | +1+0.3% | Added |
| 55 North Private Wealth, LLC | 381 | $252.4K | 0.07% | +381 | New |
| Carr Financial Group Corp | 381 | $252.4K | 0.07% | +381 | New |
| Physicians Financial Services, Inc. | 381 | $252.0K | 0.07% | −25−6.2% | Reduced |
| Enterprise Financial Services Corp | 380 | $251.7K | 0.13% | +65+20.6% | Added |
| PUREfi Wealth, LLC | 379 | $251.3K | 0.19% | +10+2.7% | Added |
| BlackDiamond Wealth Management Inc. | 574 | $251.1K | 0.12% | +54+10.4% | Added |
| Linscomb & Williams, Inc. | 379 | $251.1K | 0.01% | −8−2.1% | Reduced |
| Dorato Capital Management | 443 | $251.0K | 0.19% | +443 | New |
| Global Endowment Management, LP | 379 | $251.0K | 0.03% | −22−5.5% | Reduced |
| National Philanthropic Trust | 378 | $250.4K | 0.00% | −200−34.6% | Reduced |
| Seldon Capital LP | 378 | $250.4K | 0.09% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 376 | $249.1K | 0.07% | +24+6.8% | Added |
| Advanced Asset Management Advisors Inc | 375 | $248.4K | 0.07% | 00.0% | Unchanged |
| Sunpointe, LLC | 375 | $248.4K | 0.08% | +50+15.4% | Added |
| LeConte Wealth Management, LLC | 375 | $248.4K | 0.16% | +375 | New |
| Pension & Wealth Management Advisors, Inc. | 374 | $248.4K | 0.07% | +16+4.5% | Added |
| Samalin Investment Counsel, LLC | 374 | $247.8K | 0.09% | +1+0.3% | Added |
| Main Street Financial Solutions, LLC | 373 | $247.2K | 0.02% | −211−36.1% | Reduced |
| Bayesian Capital Management, LP | 373 | $247.1K | 0.57% | +41+12.3% | Added |
| Pacitti Group Inc. | 371 | $245.8K | 0.09% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 371 | $245.8K | 0.05% | 00.0% | Unchanged |
| YANKCOM Partnership | 371 | $245.8K | 0.10% | +40+12.1% | Added |
| Crown Wealth Group, LLC | 370 | $245.1K | 0.07% | −1−0.3% | Reduced |
| SMART Wealth LLC | 370 | $244.8K | 0.07% | −158−29.9% | Reduced |
| Trilogy Capital Inc. | 369 | $244.4K | 0.01% | +43+13.2% | Added |
| Citrine Capital LLC | 369 | $244.4K | 0.11% | 00.0% | Unchanged |
| Granville Capital, Inc. | 368 | $243.9K | 0.13% | +368 | New |
| Berkshire Bank | 368 | $243.8K | 0.05% | −213−36.7% | Reduced |
| DT Investment Partners, LLC | 365 | $241.8K | 0.02% | +70+23.7% | Added |
| Archer Investment Corp | 365 | $241.5K | 0.05% | 00.0% | Unchanged |
| Davidson Trust Co | 364 | $241.1K | 0.10% | +7+2.0% | Added |
| Brown Wealth Management, LLC | 364 | $241.1K | 0.06% | +65+21.7% | Added |
| OneAscent Family Office, LLC | 364 | $241.1K | 0.16% | +364 | New |
| Concentrum Wealth Management | 363 | $240.5K | 0.07% | −33−8.3% | Reduced |
| Luminvest Wealth Management LLC | 363 | $240.5K | 0.07% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 363 | $240.4K | 0.07% | +16+4.6% | Added |
| 180 Wealth Advisors, LLC | 362 | $240.0K | 0.03% | −66−15.4% | Reduced |
| Stonebridge Financial Group, LLC | 360 | $238.6K | 0.21% | +360 | New |
| AlTi Global, Inc. | 361 | $238.6K | 0.01% | −29−7.4% | Reduced |
| Richardson Financial Services Inc. | 359 | $237.8K | 0.15% | +308+603.9% | Added |
| Verus Capital Partners, LLC | 358 | $237.4K | 0.02% | +25+7.5% | Added |
| Hengehold Capital Management LLC | 358 | $237.1K | 0.02% | +358 | New |
| OneAscent Wealth Management LLC | 358 | $237.1K | 0.08% | −5−1.4% | Reduced |