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 |
|---|---|---|---|---|---|
| Two Point Capital Management, Inc. | 5,519 | $3.66M | 1.48% | +46+0.8% | Added |
| Two Sigma Advisers, LP | 5,500 | $3.64M | 0.01% | −1,100−16.7% | Reduced |
| Peloton Wealth Strategists | 5,496 | $3.64M | 1.41% | +1,197+27.8% | Added |
| Guardian Capital LP | 5,463 | $3.62M | 0.11% | +292+5.6% | Added |
| Frank, Rimerman Advisors LLC | 5,425 | $3.59M | 0.23% | +545+11.2% | Added |
| Monograph Wealth Advisors, LLC | 5,414 | $3.59M | 0.35% | 00.0% | Unchanged |
| First Bank & Trust | 5,375 | $3.56M | 0.58% | +25+0.5% | Added |
| Capstone Investment Advisors, LLC | 5,351 | $3.54M | 0.03% | −19,369−78.4% | Reduced |
| Advent International Corp | 5,318 | $3.52M | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 5,239 | $3.51M | 0.13% | +435+9.1% | Added |
| Ballentine Partners, LLC | 5,278 | $3.50M | 0.05% | +87+1.7% | Added |
| J.W. Cole Advisors, Inc. | 5,348 | $3.49M | 0.08% | −443−7.6% | Reduced |
| Dash Acquisitions Inc. | 7,823 | $3.49M | 0.73% | +2,080+36.2% | Added |
| Decatur Capital Management, Inc. | 5,188 | $3.44M | 1.40% | −258−4.7% | Reduced |
| Davidson Capital Management Inc. | 5,162 | $3.42M | 0.74% | +182+3.7% | Added |
| First Manhattan Co | 5,161 | $3.42M | 0.01% | +5,161 | New |
| TD Private Client Wealth LLC | 5,144 | $3.41M | 0.07% | −1,038−16.8% | Reduced |
| Scharf Investments, LLC | 5,132 | $3.40M | 0.09% | −774−13.1% | Reduced |
| S.A. Mason LLC | 5,110 | $3.39M | 1.34% | −25−0.5% | Reduced |
| Adviser Investments LLC | 5,105 | $3.38M | 0.04% | +537+11.8% | Added |
| Pacific Point Advisors, LLC | 5,099 | $3.38M | 1.81% | +269+5.6% | Added |
| Family Management Corp | 5,032 | $3.33M | 0.42% | +5,032 | New |
| Gluskin Sheff & Assoc Inc | 5,002 | $3.31M | 0.46% | −200−3.8% | Reduced |
| Viking Fund Management LLC | 5,000 | $3.31M | 0.38% | 00.0% | Unchanged |
| Central Trust Co | 4,979 | $3.30M | 0.06% | −21−0.4% | Reduced |
| Coastal Bridge Advisors, LLC | 4,892 | $3.24M | 0.24% | +3,568+269.5% | Added |
| Capital Asset Advisory Services LLC | 4,971 | $3.22M | 0.13% | +563+12.8% | Added |
| Welch & Forbes LLC | 4,840 | $3.21M | 0.04% | −11−0.2% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 4,781 | $3.20M | 0.08% | +4,455+1,366.6% | Added |
| Harrington Investments, INC | 4,809 | $3.19M | 1.60% | +15+0.3% | Added |
| Legal Advantage Investments, Inc. | 4,765 | $3.16M | 1.46% | −1,536−24.4% | Reduced |
| Savvy Advisors, Inc. | 4,747 | $3.14M | 0.10% | +1,036+27.9% | Added |
| Atomi Financial Group, Inc. | 4,692 | $3.11M | 0.09% | +874+22.9% | Added |
| Kirtland Hills Capital Management, LLC | 4,673 | $3.10M | 1.09% | −42−0.9% | Reduced |
| Fairbanks Capital Management, Inc. | 4,653 | $3.08M | 1.70% | −20−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 4,648 | $3.08M | 0.32% | +217+4.9% | Added |
| Oak Harvest Investment Services | 4,645 | $3.08M | 0.34% | −568−10.9% | Reduced |
| Illumine Investment Management, LLC | 4,643 | $3.08M | 2.24% | −23−0.5% | Reduced |
| Agf Management Ltd | 4,638 | $3.07M | 0.01% | −1,658−26.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 4,610 | $3.05M | 0.05% | −12,358−72.8% | Reduced |
| Chatham Capital Group, Inc. | 4,607 | $3.05M | 0.43% | +114+2.5% | Added |
| AlphaCore Capital LLC | 4,592 | $3.04M | 0.07% | +870+23.4% | Added |
| RVW Wealth, LLC | 4,591 | $3.04M | 0.23% | −6−0.1% | Reduced |
| City Holding Co | 4,584 | $3.04M | 0.37% | −176−3.7% | Reduced |
| Prospera Financial Services Inc | 4,582 | $3.04M | 0.05% | +288+6.7% | Added |
| Independent Solutions Wealth Management, LLC | 4,576 | $3.03M | 0.56% | −89−1.9% | Reduced |
| MV Capital Management, Inc. | 4,567 | $3.03M | 0.29% | +135+3.0% | Added |
| Keebeck Wealth Management, LLC | 4,560 | $3.02M | 0.35% | +3,856+547.7% | Added |
| Intesa Sanpaolo S.p.A. | 4,472 | $3.00M | 0.19% | +4,472 | New |
| Rational Advisors LLC | 4,521 | $2.99M | 0.31% | −659−12.7% | Reduced |
| Wealthspire Advisors, LLC | 4,519 | $2.99M | 0.02% | +2,519+126.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 4,466 | $2.96M | 0.35% | +183+4.3% | Added |
| Chilton Investment Co LLC | 4,459 | $2.95M | 0.06% | −133−2.9% | Reduced |
| Ocean Capital Management, LLC | 4,437 | $2.94M | 0.59% | −495−10.0% | Reduced |
| Avestar Capital, LLC | 4,423 | $2.93M | 0.20% | +22+0.5% | Added |
| Mission Wealth Management, LP | 4,421 | $2.93M | 0.06% | −12−0.3% | Reduced |
| Biltmore Family Office, LLC | 4,413 | $2.92M | 0.40% | −222−4.8% | Reduced |
| Wedmont Private Capital | 4,455 | $2.90M | 0.10% | +139+3.2% | Added |
| Spire Wealth Management | 4,365 | $2.89M | 0.10% | +116+2.7% | Added |
| Katamaran Capital LLP | 4,347 | $2.88M | 2.18% | −628−12.6% | Reduced |
| Sofos Investments, Inc. | 4,319 | $2.86M | 0.55% | +334+8.4% | Added |
| Private Capital Advisors, Inc. | 4,300 | $2.85M | 0.29% | −1,850−30.1% | Reduced |
| Nutshell Asset Management Ltd | 4,300 | $2.85M | 1.02% | +4,300 | New |
| Sherman Porfolios, LLC | 4,289 | $2.84M | 0.19% | +4,289 | New |
| TCW Group Inc | 4,289 | $2.84M | 0.02% | +4,289 | New |
| Everhart Financial Group, Inc. | 4,260 | $2.82M | 0.26% | +881+26.1% | Added |
| Herold Advisors, Inc. | 4,257 | $2.82M | 0.63% | +25+0.6% | Added |
| Aaron Wealth Advisors | 4,251 | $2.82M | 0.16% | +794+23.0% | Added |
| Syon Capital LLC | 4,239 | $2.81M | 0.14% | +269+6.8% | Added |
| Petredis Investment Advisors LLC | 4,236 | $2.81M | 0.22% | −54−1.3% | Reduced |
| Angeles Wealth Management, LLC | 4,228 | $2.80M | 0.15% | +159+3.9% | Added |
| Icon Wealth Advisors, LLC | 4,192 | $2.78M | 0.19% | −703−14.4% | Reduced |
| Sagespring Wealth Partners, LLC | 4,163 | $2.76M | 0.05% | +428+11.5% | Added |
| Ironwood Financial, llc | 4,336 | $2.76M | 0.47% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 4,139 | $2.74M | 0.36% | +2,108+103.8% | Added |
| Freedom Day Solutions, LLC | 4,127 | $2.73M | 0.74% | +37+0.9% | Added |
| HighPoint Advisor Group LLC | 4,114 | $2.72M | 0.06% | +461+12.6% | Added |
| Parr McKnight Wealth Management Group, LLC | 4,081 | $2.70M | 0.35% | +140+3.6% | Added |
| Ascent Group, LLC | 4,037 | $2.67M | 0.09% | +860+27.1% | Added |
| Unique Wealth, LLC | 4,032 | $2.67M | 0.37% | −1,381−25.5% | Reduced |
| Cache Advisors, LLC | 4,017 | $2.66M | 0.33% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 4,013 | $2.66M | 0.67% | −142−3.4% | Reduced |
| Banque Pictet & Cie SA | 4,001 | $2.65M | 0.03% | −1,738−30.3% | Reduced |
| Altrafin AG | 4,000 | $2.65M | 0.84% | −4,831−54.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $2.65M | 0.71% | 00.0% | Unchanged |
| Caption Management, LLC | 4,000 | $2.65M | 0.12% | +4,000 | New |
| Southern Capital Advisors, LLC | 3,994 | $2.65M | 1.22% | +3,304+478.8% | Added |
| Wedbush Securities Inc | 3,976 | $2.63M | 0.08% | +634+19.0% | Added |
| Value Partners Investments Inc. | 3,963 | $2.63M | 0.20% | +17+0.4% | Added |
| Gateway Investment Advisers LLC | 3,965 | $2.63M | 0.02% | +665+20.2% | Added |
| Greater Midwest Financial Group, LLC | 3,955 | $2.62M | 1.46% | +3,955 | New |
| AXS Investments LLC | 3,906 | $2.59M | 0.89% | −24−0.6% | Reduced |
| Long Road Investment Counsel, LLC | 3,870 | $2.56M | 0.97% | −1,300−25.1% | Reduced |
| Spears Abacus Advisors LLC | 3,868 | $2.56M | 0.05% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,842 | $2.55M | 0.59% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 3,750 | $2.53M | 0.14% | +3,750 | New |
| Triad Investment Management | 3,793 | $2.51M | 2.54% | +3,793 | New |
| SWS Partners | 3,769 | $2.50M | 0.60% | +804+27.1% | Added |
| RMR Wealth Builders | 3,765 | $2.49M | 0.20% | +474+14.4% | Added |
| Harfst & Associates, Inc. | 3,761 | $2.49M | 0.45% | −35−0.9% | Reduced |