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
- 2,270
- +113 vs. Q3 2025
- Shares held
- 243.8M
- +9.49M (+4.0%) vs. Q3 2025
- Total value
- $161.3B
- +$1.38B (+0.9%) vs. Q3 2025
- New holders
- 265
- 923 more added
- Sold out
- 152
- 800 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 |
|---|---|---|---|---|---|
| PKO Investment Management Joint-Stock Co | 12,000 | $7.95M | 0.63% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 11,994 | $7.95M | 0.17% | −168−1.4% | Reduced |
| Bessemer Group Inc | 11,986 | $7.94M | 0.01% | −1,267−9.6% | Reduced |
| New Age Alpha Advisors, LLC | 11,972 | $7.93M | 0.34% | −1,018−7.8% | Reduced |
| RSM US Wealth Management LLC | 11,818 | $7.92M | 0.10% | −382−3.1% | Reduced |
| Sendero Wealth Management, LLC | 11,870 | $7.86M | 0.87% | −1,582−11.8% | Reduced |
| Employees Retirement System of Texas | 11,869 | $7.86M | 0.06% | +4,480+60.6% | Added |
| Carderock Capital Management Inc | 11,868 | $7.86M | 1.90% | −115−1.0% | Reduced |
| Siemens Fonds Invest GmbH | 11,725 | $7.85M | 0.42% | −587−4.8% | Reduced |
| Sand Hill Global Advisors, LLC | 11,645 | $7.71M | 0.27% | +4,067+53.7% | Added |
| Marks Group Wealth Management, Inc | 11,554 | $7.65M | 0.73% | −626−5.1% | Reduced |
| XXEC, Inc. | 11,435 | $7.57M | 7.57% | −1,979−14.8% | Reduced |
| Stansberry Asset Management, LLC | 11,411 | $7.56M | 0.77% | +89+0.8% | Added |
| CX Institutional | 11,408 | $7.56M | 0.23% | +2,460+27.5% | Added |
| Americana Partners, LLC | 11,381 | $7.54M | 0.21% | +171+1.5% | Added |
| Knights of Columbus Asset Advisors LLC | 11,327 | $7.50M | 0.43% | −3,931−25.8% | Reduced |
| Bogart Wealth, LLC | 11,212 | $7.43M | 0.30% | +4,107+57.8% | Added |
| Kinneret Advisory, LLC | 11,123 | $7.37M | 0.62% | −305−2.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 11,116 | $7.36M | 0.92% | −396−3.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 11,065 | $7.33M | 0.32% | +650+6.2% | Added |
| Steward Partners Investment Advisory, LLC | 11,048 | $7.32M | 0.04% | +1,641+17.4% | Added |
| Strategic Planning Group, LLC | 11,020 | $7.30M | 0.94% | +1,248+12.8% | Added |
| Omers Administration Corp | 10,878 | $7.21M | 0.05% | −740−6.4% | Reduced |
| HM Payson & Co | 10,800 | $7.15M | 0.10% | +9+0.1% | Added |
| S-Bank Fund Management Ltd | 10,774 | $7.14M | 0.93% | −686−6.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,718 | $7.10M | 0.40% | +10,718 | New |
| D.A. Davidson & Co. | 10,691 | $7.08M | 0.04% | −50.0% | Reduced |
| AdvisorShares Investments LLC | 10,685 | $7.08M | 1.18% | −420−3.8% | Reduced |
| Groupe la Francaise | 10,536 | $6.98M | 0.10% | −10.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 10,527 | $6.97M | 0.12% | +3,500+49.8% | Added |
| Quinn Opportunity Partners LLC | 10,500 | $6.96M | 0.30% | +10,500 | New |
| NatWest Group plc | 10,415 | $6.90M | 1.61% | −3,591−25.6% | Reduced |
| Banque Cantonale Vaudoise | 10,408 | $6.89M | 0.25% | −697−6.3% | Reduced |
| Knollwood Investment Advisory, LLC | 10,361 | $6.86M | 0.64% | +104+1.0% | Added |
| Marex Group plc | 10,321 | $6.84M | 0.07% | −40,504−79.7% | Reduced |
| Apriem Advisors | 10,317 | $6.83M | 0.63% | −162−1.5% | Reduced |
| Canal Capital Management, LLC | 10,232 | $6.78M | 0.96% | +541+5.6% | Added |
| Dynamic Advisor Solutions LLC | 10,228 | $6.78M | 0.22% | +434+4.4% | Added |
| Promethos Capital, LLC | 10,123 | $6.71M | 1.83% | −681−6.3% | Reduced |
| Callahan Advisors, LLC | 10,121 | $6.70M | 0.55% | +10,121 | New |
| Bey-Douglas LLC | 10,107 | $6.69M | 5.36% | −30−0.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 10,065 | $6.67M | 0.34% | −4,137−29.1% | Reduced |
| Private Advisor Group, LLC | 10,049 | $6.66M | 0.03% | −259−2.5% | Reduced |
| Fiduciary Trust Co | 10,027 | $6.64M | 0.08% | −933−8.5% | Reduced |
| Huntington National Bank | 9,894 | $6.55M | 0.04% | −724−6.8% | Reduced |
| Uhlmann Price Securities, LLC | 9,787 | $6.48M | 3.84% | +544+5.9% | Added |
| Bouvel Investment Partners, LLC | 9,775 | $6.47M | 1.87% | +169+1.8% | Added |
| Plato Investment Management Ltd | 9,712 | $6.46M | 0.42% | −142−1.4% | Reduced |
| Merit Financial Group, LLC | 9,746 | $6.46M | 0.05% | −880−8.3% | Reduced |
| Catalytic Wealth RIA, LLC | 9,626 | $6.38M | 0.23% | +1,251+14.9% | Added |
| Scholtz & Company, LLC | 9,611 | $6.37M | 2.76% | +1,603+20.0% | Added |
| Cape Cod Five Cents Savings Bank | 10,221 | $6.35M | 0.59% | 00.0% | Unchanged |
| Central Bank & Trust Co | 9,556 | $6.33M | 0.98% | −60−0.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 9,550 | $6.33M | 0.17% | +434+4.8% | Added |
| Guinness Atkinson Asset Management Inc | 9,348 | $6.30M | 2.97% | +509+5.8% | Added |
| First Nebraska Trust Co | 9,390 | $6.22M | 0.57% | −120−1.3% | Reduced |
| Empirical Finance, LLC | 9,387 | $6.22M | 0.30% | −405−4.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,375 | $6.21M | 0.21% | +60+0.6% | Added |
| North Dakota State Investment Board | 9,359 | $6.20M | 0.23% | +9,359 | New |
| First Horizon Corp | 9,348 | $6.19M | 0.28% | −440−4.5% | Reduced |
| Trust Co of Virginia | 9,269 | $6.14M | 0.50% | −35−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 9,251 | $6.13M | 0.07% | −216−2.3% | Reduced |
| Tema ETFs LLC | 9,244 | $6.12M | 0.48% | −518−5.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,231 | $6.11M | 0.19% | −16,582−64.2% | Reduced |
| Carmignac Gestion | 9,179 | $6.09M | 0.08% | −4,323−32.0% | Reduced |
| M. Kulyk & Associates, LLC | 9,167 | $6.07M | 1.16% | +464+5.3% | Added |
| Diversified Trust Co | 9,068 | $6.01M | 0.11% | −1,174−11.5% | Reduced |
| Axxcess Wealth Management, LLC | 9,065 | $6.00M | 0.11% | +1,894+26.4% | Added |
| Burling Wealth Partners, LLC | 9,065 | $6.00M | 0.93% | +1,225+15.6% | Added |
| Hillsdale Investment Management Inc. | 9,002 | $5.96M | 0.16% | −130−1.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 8,908 | $5.90M | 0.07% | +17+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,896 | $5.89M | 0.20% | −1,130−11.3% | Reduced |
| Change Path, LLC | 8,861 | $5.87M | 0.14% | +321+3.8% | Added |
| Stanley-Laman Group, Ltd. | 8,807 | $5.83M | 0.74% | +443+5.3% | Added |
| Walleye Trading LLC | 8,774 | $5.81M | 0.09% | +8,774 | New |
| FourThought Financial Partners, LLC | 8,679 | $5.75M | 0.49% | +168+2.0% | Added |
| Sumitomo Life Insurance Co | 8,621 | $5.71M | 0.16% | +485+6.0% | Added |
| Greenleaf Trust | 8,618 | $5.71M | 0.05% | +164+1.9% | Added |
| Coldstream Capital Management Inc | 8,580 | $5.68M | 0.07% | −18−0.2% | Reduced |
| Hancock Whitney Corp | 8,569 | $5.68M | 0.10% | +2,912+51.5% | Added |
| Evergreen Private Wealth LLC | 8,564 | $5.67M | 2.24% | +889+11.6% | Added |
| Summit Trail Advisors, LLC | 8,524 | $5.65M | 0.10% | −1,114−11.6% | Reduced |
| Empower Advisory Group, LLC | 8,430 | $5.58M | 0.02% | +118+1.4% | Added |
| Pittenger & Anderson Inc | 8,429 | $5.58M | 0.21% | +542+6.9% | Added |
| Letson Investment Management, Inc. | 8,384 | $5.55M | 2.04% | −23−0.3% | Reduced |
| Rench Wealth Management, Inc. | 8,365 | $5.54M | 1.63% | +72+0.9% | Added |
| Miracle Mile Advisors, LLC | 8,346 | $5.53M | 0.08% | +346+4.3% | Added |
| Vise Technologies, Inc. | 8,274 | $5.48M | 0.11% | +1,344+19.4% | Added |
| Saturna Capital CORP | 8,215 | $5.44M | 0.07% | −287,904−97.2% | Reduced |
| Chicago Partners Investment Group LLC | 9,642 | $5.44M | 0.13% | −639−6.2% | Reduced |
| Conning Inc. | 8,204 | $5.43M | 0.18% | +208+2.6% | Added |
| V-Square Quantitative Management LLC | 8,131 | $5.39M | 0.56% | +8,131 | New |
| Papp L Roy & Associates | 8,124 | $5.38M | 0.59% | +121+1.5% | Added |
| Diversify Wealth Management, LLC | 8,866 | $5.37M | 0.25% | +471+5.6% | Added |
| ExodusPoint Capital Management, LP | 8,078 | $5.35M | 0.06% | +8,078 | New |
| Penobscot Investment Management Company, Inc. | 8,022 | $5.31M | 0.40% | −1,179−12.8% | Reduced |
| Harbour Capital Advisors, LLC | 8,358 | $5.26M | 1.07% | −18−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,903 | $5.24M | 0.53% | +66+0.8% | Added |
| Everence Capital Management Inc | 7,895 | $5.23M | 0.31% | +1,355+20.7% | Added |
| Dnca Finance | 7,850 | $5.20M | 0.30% | −3,150−28.6% | Reduced |