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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 357 | $236.5K | 0.05% | −17−4.5% | Reduced |
| Navis Wealth Advisors, LLC | 356 | $235.8K | 0.10% | +356 | New |
| Fermata Advisors, LLC | 356 | $235.7K | 0.06% | −26−6.8% | Reduced |
| Stonebrook Private Inc. | 355 | $235.2K | 0.05% | −11−3.0% | Reduced |
| Quantum Financial Advisors, LLC | 355 | $234.9K | 0.03% | +3+0.9% | Added |
| DecisionMap Wealth Management, LLC | 353 | $233.8K | 0.14% | −16−4.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 353 | $233.8K | 0.04% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 353 | $233.8K | 0.22% | +353 | New |
| Patton Fund Management, Inc. | 352 | $233.2K | 0.03% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 352 | $233.2K | 0.17% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 535 | $232.7K | 0.09% | −435−44.8% | Reduced |
| Marino, Stram & Associates LLC | 351 | $232.7K | 0.04% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 351 | $232.5K | 0.01% | +5+1.4% | Added |
| Thompson David Blair | 351 | $232.5K | 0.13% | +351 | New |
| Park Place Capital Corp | 350 | $231.8K | 0.05% | −20−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 349 | $231.5K | 0.04% | +314+897.1% | Added |
| Atlas Brown,Inc. | 349 | $231.5K | 0.07% | −3−0.9% | Reduced |
| Golden State Wealth Management, LLC | 349 | $231.3K | 0.02% | −5−1.4% | Reduced |
| Motive Wealth Advisors | 349 | $231.2K | 0.10% | +9+2.6% | Added |
| Boltwood Capital Management | 349 | $231.2K | 0.06% | +349 | New |
| Claret Asset Management Corp | 347 | $230.0K | 0.03% | +10+3.0% | Added |
| Blackston Financial Advisory Group, LLC | 347 | $229.9K | 0.14% | +1+0.3% | Added |
| Centurion Wealth Management LLC | 346 | $228.9K | 0.05% | +17+5.2% | Added |
| Galvin, Gaustad & Stein, LLC | 345 | $228.6K | 0.02% | +13+3.9% | Added |
| Ponta Wealth Partners, LLC | 345 | $228.5K | 0.21% | +345 | New |
| Echo45 Advisors LLC | 345 | $228.4K | 0.13% | +19+5.8% | Added |
| Twelve Points Wealth Management LLC | 352 | $227.7K | 0.05% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 343 | $227.2K | 0.02% | −2−0.6% | Reduced |
| Westmount Partners, LLC | 343 | $227.2K | 0.06% | +3+0.9% | Added |
| XML Financial, LLC | 341 | $226.1K | 0.02% | −17−4.7% | Reduced |
| Cadent Capital Advisors, LLC | 341 | $225.9K | 0.06% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 341 | $225.7K | 0.02% | +2+0.6% | Added |
| Sherbrooke Park Advisers LLC | 340 | $225.2K | 0.58% | −859−71.6% | Reduced |
| Certified Advisory Corp | 340 | $225.2K | 0.02% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 339 | $224.6K | 0.02% | +339 | New |
| Empirical Asset Management, LLC | 339 | $224.4K | 0.06% | −769−69.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 338 | $223.9K | 0.04% | +338 | New |
| Chancellor Financial Group WB LP | 337 | $223.2K | 0.15% | 00.0% | Unchanged |
| Lotus Technology Management, LP | 337 | $223.2K | 0.12% | +337 | New |
| UMA Financial Services, Inc. | 336 | $222.6K | 0.03% | +31+10.2% | Added |
| Alpha Cubed Investments, LLC | 336 | $222.5K | 0.01% | −5−1.5% | Reduced |
| Farmers National Bank | 335 | $221.9K | 0.05% | −45−11.8% | Reduced |
| Bank of Stockton | 335 | $221.9K | 0.06% | −18−5.1% | Reduced |
| Putney Financial Group LLC | 335 | $221.9K | 0.21% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 334 | $221.2K | 0.18% | +334 | New |
| Blue Chip Partners, Inc. | 331 | $219.0K | 0.02% | −11−3.2% | Reduced |
| Legacy Advisors, LLC | 327 | $216.9K | 0.02% | −108−24.8% | Reduced |
| Fragasso Group Inc. | 327 | $216.8K | 0.01% | +327 | New |
| Bingham Private Wealth, LLC | 326 | $215.9K | 0.19% | +326 | New |
| Credit Industriel Et Commercial | 325 | $215.3K | 0.03% | −450−58.1% | Reduced |
| Osprey Private Wealth LLC | 325 | $215.3K | 0.06% | 00.0% | Unchanged |
| Five Oceans Advisors | 325 | $215.3K | 0.08% | +1+0.3% | Added |
| Renasant Bank | 325 | $215.3K | 0.15% | −2−0.6% | Reduced |
| Hamilton Capital, LLC | 324 | $214.6K | 0.01% | +324 | New |
| Wealth Group, Ltd. | 323 | $214.0K | 0.21% | +323 | New |
| Burton Enright Welch | 322 | $213.3K | 0.03% | +19+6.3% | Added |
| Braun-Bostich & Associates Inc. | 322 | $213.3K | 0.13% | −14−4.2% | Reduced |
| Goldstein Advisors, LLC | 321 | $212.3K | 0.02% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 320 | $212.0K | 0.08% | −896−73.7% | Reduced |
| West Bancorporation Inc | 320 | $212.0K | 0.11% | −25−7.2% | Reduced |
| Baron Wealth Management LLC | 319 | $211.4K | 0.07% | +26+8.9% | Added |
| Aspiriant, LLC | 317 | $210.2K | 0.01% | +7+2.3% | Added |
| Intrua Financial, LLC | 317 | $210.1K | 0.02% | −1−0.3% | Reduced |
| Ignite Planners, LLC | 420 | $209.5K | 0.03% | +31+8.0% | Added |
| Jackson Thornton Asset Management, LLC | 323 | $209.0K | 0.02% | −310−49.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 315 | $208.8K | 0.15% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 315 | $208.7K | 0.01% | +5+1.6% | Added |
| DSG Capital Advisors, LLC | 376 | $208.5K | 0.03% | 00.0% | Unchanged |
| Retirement Solution Inc. | 314 | $207.8K | 0.05% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 313 | $207.3K | 0.06% | 00.0% | Unchanged |
| Tannin Capital LLC | 313 | $207.3K | 0.19% | +313 | New |
| Caliber Wealth Management, LLC | 312 | $206.7K | 0.02% | +312 | New |
| GenTrust, LLC | 312 | $206.6K | 0.01% | −199−38.9% | Reduced |
| ABLE Financial Group, LLC | 311 | $206.0K | 0.04% | −147−32.1% | Reduced |
| Spirepoint Private Client, LLC | 311 | $206.0K | 0.02% | +311 | New |
| Affinity Capital Advisors, LLC | 311 | $206.0K | 0.03% | +311 | New |
| Green Harvest Asset Management LLC | 310 | $205.4K | 0.00% | −51−14.1% | Reduced |
| One Wealth Advisors, LLC | 310 | $205.3K | 0.03% | −48−13.4% | Reduced |
| Sound Income Strategies, LLC | 376 | $205.1K | 0.01% | +37+10.9% | Added |
| Uniting Wealth Partners, LLC | 309 | $204.7K | 0.06% | +1+0.3% | Added |
| CoreCap Advisors, LLC | 308 | $204.0K | 0.01% | −590−65.7% | Reduced |
| Journey Advisory Group, LLC | 308 | $204.0K | 0.02% | −12−3.8% | Reduced |
| Grunden Financial Advisory, Inc. | 308 | $204.0K | 0.08% | +308 | New |
| Naples Global Advisors, LLC | 307 | $203.7K | 0.02% | −10−3.2% | Reduced |
| Bennett Associates Wealth Management | 307 | $203.4K | 0.14% | +307 | New |
| Legacy Wealth Partners, LLC | 307 | $203.4K | 0.05% | +307 | New |
| Phillips Financial Management, LLC | 306 | $202.7K | 0.01% | +10+3.4% | Added |
| Bank of Nova Scotia Trust Co | 306 | $202.7K | 0.02% | +306 | New |
| Independent Wealth Network Inc. | 306 | $202.7K | 0.06% | +306 | New |
| Azzad Asset Management Inc | 306 | $202.5K | 0.02% | 00.0% | Unchanged |
| Foronjy Financial LLC | 306 | $202.4K | 0.08% | +5+1.7% | Added |
| Sentinus, LLC | 304 | $201.4K | 0.02% | −77−20.2% | Reduced |
| Bell Bank | 304 | $201.4K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 304 | $201.4K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 304 | $201.4K | 0.02% | +304 | New |
| Potomac Fund Management Inc | 303 | $201.0K | 0.01% | +303 | New |
| Cohen & Steers, Inc. | 300 | $199.0K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 300 | $198.7K | 0.12% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 296 | $196.1K | 0.02% | −1,936−86.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 287 | $190.4K | 0.02% | −266−48.1% | Reduced |