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, Q2 2026
Institutional positions in Intuit Inc. as of Jun 30, 2026. 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
- 1,755
- −239 vs. Q1 2026
- Shares held
- 243.0M
- +4.09M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 610 more added
- Sold out
- 430
- 805 more reduced
27 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 3,952 | $1.03M | 0.03% | +3,073+349.6% | Added |
| Scott & Selber, Inc. | 3,967 | $1.04M | 0.22% | −13−0.3% | Reduced |
| Elevated Private Wealth, LLC | 3,995 | $1.04M | 0.99% | +3,995 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 4,000 | $1.04M | 0.29% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 4,000 | $1.04M | 0.12% | +2,300+135.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 4,000 | $1.04M | 0.17% | +4,000 | New |
| Compass Wealth Management LLC | 4,005 | $1.05M | 0.20% | +4,005 | New |
| Icon Wealth Advisors, LLC | 4,007 | $1.05M | 0.06% | +490+13.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 4,018 | $1.05M | 0.00% | −1,118−21.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,027 | $1.05M | 0.04% | +1,888+88.3% | Added |
| Kestra Investment Management, LLC | 4,064 | $1.06M | 0.02% | −1,909−32.0% | Reduced |
| Adviser Investments LLC | 4,064 | $1.06M | 0.01% | −404−9.0% | Reduced |
| Cooper Financial Group | 4,093 | $1.07M | 0.09% | +1,800+78.5% | Added |
| Signaturefd, LLC | 4,120 | $1.08M | 0.01% | −2,111−33.9% | Reduced |
| William Allan, LLC | 4,132 | $1.08M | 0.53% | +172+4.3% | Added |
| Pacific Capital Partners Ltd | 4,152 | $1.08M | 0.94% | +1,820+78.0% | Added |
| Integrated Wealth Concepts LLC | 4,161 | $1.09M | 0.01% | −527−11.2% | Reduced |
| Harbour Investments, Inc. | 4,165 | $1.09M | 0.01% | +1,602+62.5% | Added |
| Edmond de Rothschild Holding S.A. | 4,177 | $1.09M | 0.01% | +3,510+526.2% | Added |
| Birch Capital Management, LLC | 4,192 | $1.09M | 0.53% | +3,992+1,996.0% | Added |
| IFP Advisors, Inc | 4,196 | $1.10M | 0.02% | +109+2.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,220 | $1.10M | 0.01% | −11,319−72.8% | Reduced |
| Grant Private Wealth Management Inc | 4,234 | $1.11M | 0.47% | +39+0.9% | Added |
| Brookwood Investment Group LLC | 4,236 | $1.11M | 0.13% | +4,236 | New |
| Nicolet Bankshares Inc | 4,189 | $1.11M | 0.04% | −670−13.8% | Reduced |
| Ballentine Partners, LLC | 4,267 | $1.11M | 0.01% | +505+13.4% | Added |
| Private Capital Advisors, Inc. | 4,300 | $1.12M | 0.10% | 00.0% | Unchanged |
| Guardian Capital LP | 4,314 | $1.13M | 0.03% | +477+12.4% | Added |
| Norden Group LLC | 4,321 | $1.13M | 0.09% | +1,449+50.5% | Added |
| Fideuram Asset Management (Ireland) dac | 3,163 | $1.13M | 0.02% | +2,677+550.8% | Added |
| Silvercrest Asset Management Group LLC | 4,343 | $1.13M | 0.01% | −477−9.9% | Reduced |
| Long Road Investment Counsel, LLC | 4,370 | $1.14M | 0.42% | 00.0% | Unchanged |
| RDA Financial Network | 4,387 | $1.15M | 0.25% | +1,310+42.6% | Added |
| Tilia Fiduciary Partners, Inc. | 4,411 | $1.15M | 0.55% | +375+9.3% | Added |
| Global Retirement Partners, LLC | 4,416 | $1.15M | 0.02% | +4,416 | New |
| Cypress Capital Group | 4,434 | $1.16M | 0.11% | −566−11.3% | Reduced |
| Twin Capital Management Inc | 4,438 | $1.16M | 0.13% | −20.0% | Reduced |
| Herold Advisors, Inc. | 4,452 | $1.16M | 0.23% | +205+4.8% | Added |
| TD Private Client Wealth LLC | 4,445 | $1.16M | 0.02% | −1,986−30.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,454 | $1.16M | 0.00% | −212,361−97.9% | Reduced |
| Smartleaf Asset Management LLC | 4,366 | $1.16M | 0.04% | 00.0% | Unchanged |
| Perpetual Ltd | 4,511 | $1.18M | 0.02% | +1,359+43.1% | Added |
| Welch & Forbes LLC | 4,518 | $1.18M | 0.01% | −247−5.2% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 4,523 | $1.18M | 0.13% | −60−1.3% | Reduced |
| Central Trust Co | 4,524 | $1.18M | 0.02% | −455−9.1% | Reduced |
| Buckingham Strategic Partners | 4,537 | $1.18M | 0.01% | −1,510−25.0% | Reduced |
| Frec Markets, Inc. | 4,550 | $1.19M | 0.11% | +1,719+60.7% | Added |
| Talbot Financial, LLC | 4,586 | $1.20M | 0.09% | −39,007−89.5% | Reduced |
| RVW Wealth, LLC | 4,591 | $1.20M | 0.08% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 4,593 | $1.20M | 0.02% | −3,761−45.0% | Reduced |
| NewEdge Wealth, LLC | 4,597 | $1.20M | 0.01% | −378−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,609 | $1.20M | 0.01% | −4,948−51.8% | Reduced |
| Jacobi Capital Management LLC | 4,615 | $1.20M | 0.06% | +270+6.2% | Added |
| Oak Harvest Investment Services | 4,619 | $1.21M | 0.11% | −27−0.6% | Reduced |
| Picton Mahoney Asset Management | 4,622 | $1.21M | 0.01% | −23,830−83.8% | Reduced |
| Darwin Advisors, LLC | 4,640 | $1.21M | 0.33% | +2,066+80.3% | Added |
| ClearAlpha Technologies LP | 4,643 | $1.21M | 2.08% | +4,643 | New |
| Americana Partners, LLC | 4,646 | $1.21M | 0.03% | −18,069−79.5% | Reduced |
| Harfst & Associates, Inc. | 4,658 | $1.22M | 0.19% | +321+7.4% | Added |
| Legacy Capital Group California, Inc. | 4,659 | $1.22M | 0.37% | +2,449+110.8% | Added |
| Allworth Financial LP | 4,668 | $1.22M | 0.01% | −2,276−32.8% | Reduced |
| Atom Investors LP | 4,696 | $1.23M | 0.11% | +2,464+110.4% | Added |
| Richmond Brothers, Inc. | 4,734 | $1.24M | 0.64% | +4,734 | New |
| Cache Advisors, LLC | 4,742 | $1.24M | 0.10% | +528+12.5% | Added |
| Procyon Private Wealth Partners, LLC | 4,743 | $1.24M | 0.05% | +917+24.0% | Added |
| AMG National Trust Bank | 4,777 | $1.25M | 0.03% | −7,447−60.9% | Reduced |
| Wealthspire Advisors, LLC | 4,783 | $1.25M | 0.01% | +3,037+173.9% | Added |
| Ironwood Financial, llc | 4,332 | $1.26M | 0.20% | −4−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 2,992 | $1.26M | 0.02% | −766−20.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,891 | $1.28M | 0.04% | −2,169−30.7% | Reduced |
| Simplicity Wealth,LLC | 4,896 | $1.28M | 0.04% | +3,533+259.2% | Added |
| Aaron Wealth Advisors | 4,900 | $1.28M | 0.06% | +2,006+69.3% | Added |
| Mirova US LLC | 4,931 | $1.29M | 0.01% | −832−14.4% | Reduced |
| Tobam | 4,952 | $1.29M | 0.31% | +3,740+308.6% | Added |
| Marks Group Wealth Management, Inc | 4,969 | $1.30M | 0.11% | −6,971−58.4% | Reduced |
| Viking Fund Management LLC | 5,000 | $1.30M | 0.12% | 00.0% | Unchanged |
| Ally Financial Inc. | 5,000 | $1.30M | 0.17% | +2,000+66.7% | Added |
| Sora Investors LLC | 5,013 | $1.31M | 0.10% | −67,963−93.1% | Reduced |
| Perigon Wealth Management, LLC | 5,039 | $1.32M | 0.02% | +690+15.9% | Added |
| Westside Investment Management, Inc. | 5,086 | $1.33M | 0.17% | +5,012+6,773.0% | Added |
| GAMMA Investing LLC | 5,133 | $1.34M | 0.05% | −2,027−28.3% | Reduced |
| Group One Trading, L.P. | 5,150 | $1.34M | 0.04% | +2,688+109.2% | Added |
| Doliver Advisors, LP | 5,171 | $1.35M | 0.31% | +3,389+190.2% | Added |
| Wealthedge Investment Advisors, LLC | 5,191 | $1.35M | 0.46% | +521+11.2% | Added |
| Hancock Whitney Corp | 5,208 | $1.36M | 0.02% | −3,618−41.0% | Reduced |
| Meeder Advisory Services, Inc. | 5,212 | $1.36M | 0.05% | −927−15.1% | Reduced |
| RSM US Wealth Management LLC | 5,214 | $1.36M | 0.01% | −4,714−47.5% | Reduced |
| Ted Buchan & Co | 5,227 | $1.36M | 0.45% | −757−12.7% | Reduced |
| Generali Investments, Management Co LLC | 5,227 | $1.36M | 0.30% | −2,234−29.9% | Reduced |
| Headlands Technologies LLC | 5,250 | $1.37M | 0.15% | +5,250 | New |
| BOK Financial Private Wealth, Inc. | 5,262 | $1.37M | 0.07% | −508−8.8% | Reduced |
| Accordant Advisory Group Inc | 5,377 | $1.40M | 0.95% | +5,377 | New |
| Fiduciary Alliance LLC | 5,387 | $1.41M | 0.10% | +634+13.3% | Added |
| Monograph Wealth Advisors, LLC | 5,414 | $1.41M | 0.12% | 00.0% | Unchanged |
| Two Point Capital Management, Inc. | 5,415 | $1.41M | 0.57% | −45−0.8% | Reduced |
| Tema ETFs LLC | 5,438 | $1.42M | 0.05% | −698−11.4% | Reduced |
| Equitable Holdings, Inc. | 5,455 | $1.42M | 0.01% | −219−3.9% | Reduced |
| Fox Run Management, L.L.C. | 5,538 | $1.45M | 0.24% | +5,538 | New |
| Wedbush Securities Inc | 5,549 | $1.45M | 0.04% | +307+5.9% | Added |
| Guardian Partners Inc. | 5,559 | $1.45M | 0.13% | +130+2.4% | Added |