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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 13 | $8.64K | 0.01% | +13 | New |
| Beaird Harris Wealth Management, LLC | 13 | $8.61K | 0.00% | −2−13.3% | Reduced |
| TFC Financial Management | 13 | $8.61K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 13 | $8.61K | 0.00% | +13 | New |
| Miller Capital Partners, Inc. | 13 | $8.61K | 0.00% | +13 | New |
| Cedar Wealth Management, LLC | 12 | $7.95K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 12 | $7.95K | 0.00% | +4+50.0% | Added |
| Optima Capital LLC | 12 | $7.95K | 0.00% | +12 | New |
| BFSG, LLC | 11 | $7.29K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 11 | $7.29K | 0.00% | +11 | New |
| NorthAvenue LLC | 11 | $7.29K | 0.01% | +11 | New |
| IFC & Insurance Marketing, Inc. | 11 | $7.00K | 0.01% | +11 | New |
| Maseco LLP | 10 | $6.64K | 0.00% | +10 | New |
| JNBA Financial Advisors | 10 | $6.63K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 10 | $6.62K | 0.00% | −20−66.7% | Reduced |
| Missouri Trust & Investment Co | 10 | $6.62K | 0.00% | −8−44.4% | Reduced |
| Barrett & Company, Inc. | 10 | $6.62K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 10 | $6.62K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 10 | $6.62K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $6.62K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 10 | $6.62K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $6.62K | 0.00% | +8+400.0% | Added |
| Bank of Jackson Hole Trust | 10 | $6.62K | 0.00% | +10 | New |
| Winnow Wealth LLC | 9 | $5.97K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 9 | $5.96K | 0.00% | +6+200.0% | Added |
| Commonwealth Retirement Investments LLC | 8 | $5.42K | 0.00% | +8 | New |
| Bradley & Co. Private Wealth Management, LLC | 8 | $5.30K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $4.88K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $4.64K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $4.64K | 0.00% | +6+600.0% | Added |
| Strategic Wealth Advisors LLC | 7 | $4.00K | 0.00% | +7 | New |
| Jackson, Grant Investment Advisers, Inc. | 6 | $3.98K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $3.98K | 0.12% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $3.98K | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $3.98K | 0.00% | +2+50.0% | Added |
| Stephens Consulting, LLC | 6 | $3.98K | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 6 | $3.98K | 0.00% | +6 | New |
| Bravera Wealth | 6 | $3.98K | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 5 | $3.31K | 0.00% | −51−91.1% | Reduced |
| Asset Planning,Inc | 5 | $3.31K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 5 | $3.31K | 0.00% | +1+25.0% | Added |
| Winthrop Capital Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4 | $2.65K | 0.00% | 00.0% | Unchanged |
| Volterra Technologies LP | 4 | $2.65K | 0.00% | +4 | New |
| Align Financial, LLC | 2,650 | $2.65K | 0.00% | +2,650 | New |
| 1620 Investment Advisors, Inc. | 3 | $2.17K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Country Trust Bank | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $1.99K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $1.99K | 0.00% | +2+200.0% | Added |
| DV Trading LLC | 3 | $1.99K | 0.00% | +3 | New |
| Atlantic Private Wealth, LLC | 3 | $1.99K | 0.00% | +3 | New |
| Bullseye Investment Management, LLC | 3 | $1.99K | 0.00% | +3 | New |
| Cheviot Value Management, LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $1.32K | 0.00% | −1−33.3% | Reduced |
| Evermay Wealth Management LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $1.32K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.32K | 0.00% | +2 | New |
| Merited Wealth, LLC | 2 | $1.32K | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $1.02K | 0.00% | −4−66.7% | Reduced |
| McGuire Capital Advisors Inc | 1 | $673 | 0.00% | +1 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $663 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $662 | 0.01% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $555 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $291 | 0.00% | 0 | Unchanged |
| Birchbrook, Inc. | 0 | $16 | 0.00% | 0 | Unchanged |
| FORA Capital, LLC | 239 | – | – | +239 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −839,460−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −488,088−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −437,256−100.0% | Sold out |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −391,000−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −330,193−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −264,136−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −257,148−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −135,178−100.0% | Sold out |
| Spear Holdings RSC Ltd | 0 | $0 | 0.00% | −77,100−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −57,080−100.0% | Sold out |
| Svenska Handelsbanken AB (publ) | 0 | $0 | 0.00% | −49,609−100.0% | Sold out |
| Randolph Co Inc | 0 | $0 | 0.00% | −46,458−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −43,777−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −42,311−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −35,987−100.0% | Sold out |
| Hillman Co | 0 | $0 | 0.00% | −30,968−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −17,639−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −16,802−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,866−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,396−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −9,828−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −8,220−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −8,191−100.0% | Sold out |
| Insight Holdings Group, LLC | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Whitford Management LLC | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −7,020−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −6,753−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,542−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −4,795−100.0% | Sold out |