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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 283 | $187.5K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 269 | $178.2K | 0.13% | 00.0% | Unchanged |
| Torren Management, LLC | 268 | $177.5K | 0.09% | +268 | New |
| WPG Advisers, LLC | 267 | $176.9K | 0.13% | −59−18.1% | Reduced |
| Root Financial Partners, LLC | 256 | $169.6K | 0.01% | −34−11.7% | Reduced |
| Glen Eagle Advisors, LLC | 246 | $163.2K | 0.02% | −10−3.9% | Reduced |
| St Germain D J Co Inc | 243 | $161.0K | 0.01% | +33+15.7% | Added |
| Financial Network Wealth Advisors LLC | 242 | $160.3K | 0.17% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 242 | $160.3K | 0.08% | +134+124.1% | Added |
| Wellington Shields & Co., LLC | 239 | $158.3K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 238 | $157.7K | 0.04% | +230+2,875.0% | Added |
| Farmers & Merchants Investments Inc | 235 | $155.7K | 0.00% | +2+0.9% | Added |
| Delta Asset Management LLC | 228 | $151.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 227 | $150.5K | 0.01% | −221−49.3% | Reduced |
| SHP Wealth Management | 225 | $148.7K | 0.01% | +225 | New |
| Family Capital Trust Co | 222 | $147.1K | 0.05% | +3+1.4% | Added |
| AdvisorNet Financial, Inc | 221 | $146.5K | 0.01% | +9+4.2% | Added |
| Corsicana & Co. | 217 | $143.7K | 0.08% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 217 | $143.5K | 0.05% | +217 | New |
| IMG Wealth Management, Inc. | 216 | $143.1K | 0.09% | +17+8.5% | Added |
| Salomon & Ludwin, LLC | 225 | $142.6K | 0.01% | +11+5.1% | Added |
| Western Pacific Wealth Management, LP | 215 | $142.4K | 0.14% | −16−6.9% | Reduced |
| GW&K Investment Management, LLC | 212 | $140.0K | 0.00% | +10+5.0% | Added |
| MCF Advisors LLC | 205 | $135.8K | 0.01% | +158+336.2% | Added |
| Rakuten Securities, Inc. | 201 | $133.1K | 0.04% | +107+113.8% | Added |
| Berbice Capital Management LLC | 200 | $132.5K | 0.08% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 197 | $130.5K | 0.07% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 193 | $127.8K | 0.07% | 00.0% | Unchanged |
| S&T Bank | 191 | $126.5K | 0.04% | +26+15.8% | Added |
| General Partner, Inc. | 187 | $123.9K | 0.07% | 00.0% | Unchanged |
| Avalon Trust Co | 183 | $121.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 180 | $119.2K | 0.04% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 178 | $117.9K | 0.00% | +24+15.6% | Added |
| Cornerstone Planning Group LLC | 216 | $116.1K | 0.02% | −1−0.5% | Reduced |
| Limestone Investment Advisors LP | 170 | $112.6K | 0.08% | +170 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 164 | $108.7K | 0.16% | +4+2.5% | Added |
| Plante Moran Financial Advisors, LLC | 159 | $105.3K | 0.01% | −2−1.2% | Reduced |
| Solstein Capital, LLC | 159 | $105.3K | 0.04% | 00.0% | Unchanged |
| Palladiem, LLC | 155 | $103.6K | 0.10% | +155 | New |
| Coastline Trust Co | 153 | $101.4K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 150 | $99.4K | 0.00% | −967−86.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $99.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 146 | $96.7K | 0.01% | +11+8.1% | Added |
| Addison Advisors LLC | 145 | $96.1K | 0.02% | −7−4.6% | Reduced |
| Provenance Wealth Advisors, LLC | 143 | $94.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 141 | $93.4K | 0.02% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 140 | $92.7K | 0.05% | +25+21.7% | Added |
| Clark Wealth Partners | 140 | $92.6K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 137 | $90.8K | 0.04% | +13+10.5% | Added |
| Curio Wealth, LLC | 134 | $90.4K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 133 | $88.1K | 0.01% | −30−18.4% | Reduced |
| First Pacific Financial | 130 | $86.2K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 126 | $83.5K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 125 | $82.9K | 0.02% | +18+16.8% | Added |
| Redmont Wealth Advisors LLC | 124 | $82.1K | 0.12% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 117 | $78.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 117 | $77.5K | 0.05% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 115 | $76.2K | 0.01% | +32+38.6% | Added |
| Redwood Park Advisors LLC | 110 | $73.1K | 0.05% | 00.0% | Unchanged |
| NVWM, LLC | 110 | $72.9K | 0.02% | +3+2.8% | Added |
| SJS Investment Consulting Inc. | 108 | $71.5K | 0.01% | +13+13.7% | Added |
| Financial Management Professionals, Inc. | 106 | $70.2K | 0.01% | −2−1.9% | Reduced |
| TD Capital Management LLC | 105 | $69.7K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 105 | $69.5K | 0.04% | +93+775.0% | Added |
| Signature Equity Partners, LLC | 104 | $69.0K | 0.04% | +104 | New |
| Ransom Advisory, Ltd | 104 | $68.9K | 0.03% | +20+23.8% | Added |
| Lodestone Wealth Management LLC | 101 | $66.9K | 0.03% | +101 | New |
| Osbon Capital Management LLC | 101 | $66.9K | 0.06% | +101 | New |
| Medallion Wealth Advisors, LLC | 97 | $64.3K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 95 | $62.9K | 0.04% | −3−3.1% | Reduced |
| Abound Wealth Management | 92 | $61.0K | 0.01% | +6+7.0% | Added |
| Retirement Wealth Solutions LLC | 90 | $59.8K | 0.04% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 90 | $59.6K | 0.02% | +35+63.6% | Added |
| Hughes Financial Services, LLC | 89 | $58.9K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 87 | $57.6K | 0.01% | +20+29.9% | Added |
| Ameriflex Group, Inc. | 86 | $57.1K | 0.03% | −120−58.3% | Reduced |
| Paladin Advisory Group, LLC | 86 | $57.0K | 0.04% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 84 | $56.0K | 0.00% | +84 | New |
| Sachetta, LLC | 83 | $55.0K | 0.03% | +5+6.4% | Added |
| Key Financial Inc | 82 | $54.3K | 0.01% | −3−3.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 81 | $53.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 140 | $53.0K | 0.01% | +65+86.7% | Added |
| Pin Oak Investment Advisors Inc | 119 | $53.0K | 0.04% | +71+147.9% | Added |
| Creative Financial Designs Inc | 80 | $53.0K | 0.00% | +15+23.1% | Added |
| Bruce G. Allen Investments, LLC | 80 | $53.0K | 0.04% | +71+788.9% | Added |
| Beacon Financial Strategies CORP | 78 | $51.7K | 0.03% | +78 | New |
| Westside Investment Management, Inc. | 81 | $51.1K | 0.01% | +4+5.2% | Added |
| Battery Global Advisors, LLC | 1,377 | $50.8K | 0.02% | −39,579−96.6% | Reduced |
| Hilltop National Bank | 76 | $50.3K | 0.01% | −13−14.6% | Reduced |
| Kimelman & Baird, LLC | 75 | $49.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 75 | $49.6K | 0.02% | −3−3.8% | Reduced |
| Rialto Wealth Management, LLC | 73 | $48.4K | 0.01% | +2+2.8% | Added |
| Laurel Wealth Advisors LLC | 73 | $48.4K | 0.01% | +73 | New |
| Quaker Wealth Management, LLC | 72 | $47.7K | 0.02% | +9+14.3% | Added |
| Kings Path Partners LLC | 72 | $47.7K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 71 | $47.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $47.0K | 0.02% | +53+294.4% | Added |
| Vega Investment Solutions | 69 | $45.7K | 0.01% | +69 | New |
| Greenline Wealth Management LLC | 68 | $45.3K | 0.05% | +68 | New |
| Webster Bank, N. A. | 68 | $45.0K | 0.00% | +14+25.9% | Added |