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 |
|---|---|---|---|---|---|
| Lyell Wealth Management, LP | 21,838 | $5.70M | 0.35% | −6,994−24.3% | Reduced |
| Continuum Advisory, LLC | 21,920 | $5.72M | 0.46% | +21,920 | New |
| Prelude Capital Management, LLC | 21,934 | $5.72M | 0.42% | +18,300+503.6% | Added |
| Apollon Wealth Management, LLC | 22,447 | $5.86M | 0.07% | +9,786+77.3% | Added |
| Ci Investments Inc. | 22,574 | $5.89M | 0.02% | −31,768−58.5% | Reduced |
| Profund Advisors LLC | 22,828 | $5.96M | 0.16% | +1,642+7.8% | Added |
| Stephens Inc | 22,954 | $5.99M | 0.07% | −2,601−10.2% | Reduced |
| Sone Capital Management, LLC | 23,159 | $6.04M | 0.46% | −12,488−35.0% | Reduced |
| TD Waterhouse Canada Inc. | 22,693 | $6.06M | 0.02% | −4,042−15.1% | Reduced |
| Rathbone Brothers plc | 23,674 | $6.18M | 0.02% | −226,646−90.5% | Reduced |
| Westpac Banking Corp | 23,900 | $6.24M | 0.38% | +1,798+8.1% | Added |
| Impax Asset Management Group plc | 23,956 | $6.25M | 0.04% | +1,342+5.9% | Added |
| Candriam Luxembourg S.C.A. | 24,159 | $6.30M | 0.03% | +86+0.4% | Added |
| Laird Norton Trust Company, LLC | 24,174 | $6.31M | 0.12% | −2,947−10.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 24,255 | $6.33M | 0.15% | +1,187+5.1% | Added |
| Bradley Foster & Sargent Inc | 24,557 | $6.41M | 0.09% | −5,410−18.1% | Reduced |
| Tower Research Capital LLC (TRC) | 24,640 | $6.43M | 0.16% | +10,487+74.1% | Added |
| MUFG Securities EMEA plc | 24,670 | $6.44M | 0.07% | +13,262+116.3% | Added |
| Eagle Global Advisors LLC | 24,754 | $6.46M | 0.21% | −711−2.8% | Reduced |
| Shay Capital LLC | 25,000 | $6.53M | 0.72% | +25,000 | New |
| Van Den Berg Management I, Inc | 25,020 | $6.53M | 1.38% | +18,151+264.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 25,081 | $6.55M | 0.06% | −17,239−40.7% | Reduced |
| Asset Advisors Investment Management, LLC | 25,109 | $6.55M | 0.60% | −11,827−32.0% | Reduced |
| Parallel Advisors, LLC | 25,587 | $6.68M | 0.10% | −2,398−8.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 25,636 | $6.69M | 0.05% | +526+2.1% | Added |
| Cim, LLC | 25,660 | $6.70M | 0.87% | −3,547−12.1% | Reduced |
| Mattern Capital Management, LLC | 25,820 | $6.74M | 0.79% | +2,669+11.5% | Added |
| QRG Capital Management, Inc. | 26,269 | $6.86M | 0.06% | −31,986−54.9% | Reduced |
| Glenview Trust Co | 26,484 | $6.91M | 0.10% | −6,320−19.3% | Reduced |
| Oppenheimer Asset Management Inc. | 26,626 | $6.95M | 0.07% | −16,751−38.6% | Reduced |
| Trajan Wealth LLC | 26,692 | $6.97M | 0.26% | −2,188−7.6% | Reduced |
| GWM Advisors LLC | 26,904 | $7.02M | 0.02% | −9,994−27.1% | Reduced |
| Bryn Mawr Trust Co | 27,151 | $7.09M | 0.16% | −1,869−6.4% | Reduced |
| Generali Asset Management SPA SGR | 27,154 | $7.09M | 0.13% | −1,276−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 27,580 | $7.20M | 0.01% | −6,801−19.8% | Reduced |
| Trust Co of Vermont | 27,630 | $7.21M | 0.27% | +27,630 | New |
| Allstate Corp | 27,822 | $7.26M | 0.07% | +17,176+161.3% | Added |
| Bridges Investment Management Inc | 27,874 | $7.28M | 0.09% | −1,798−6.1% | Reduced |
| Osmosis Investment Management UK Ltd | 28,041 | $7.32M | 0.34% | −11,538−29.2% | Reduced |
| Yousif Capital Management, LLC | 28,122 | $7.34M | 0.08% | −1,994−6.6% | Reduced |
| Ruffer LLP | 28,336 | $7.39M | 0.26% | +19,065+205.6% | Added |
| PEAK6 LLC | 28,394 | $7.41M | 0.18% | +28,392+1,419,600.0% | Added |
| Advisory Research Inc | 28,443 | $7.42M | 0.74% | +1,196+4.4% | Added |
| Algert Global LLC | 28,507 | $7.44M | 0.09% | +28,507 | New |
| Wiley Bros.-Aintree Capital, LLC | 28,906 | $7.48M | 0.03% | +6,272+27.7% | Added |
| Employees Retirement System of Texas | 28,769 | $7.51M | 0.06% | +12,481+76.6% | Added |
| Norinchukin Bank, The | 28,951 | $7.56M | 0.07% | +251+0.9% | Added |
| United Capital Financial Advisers, LLC | 29,044 | $7.58M | 0.04% | −8,162−21.9% | Reduced |
| Diversify Wealth Management, LLC | 25,350 | $7.70M | 0.13% | +4,467+21.4% | Added |
| Diversify Advisory Services, LLC | 25,350 | $7.70M | 0.13% | +25,350 | New |
| Strategic Planning Group, LLC | 29,664 | $7.74M | 0.84% | +13,623+84.9% | Added |
| OP Asset Management Ltd | 30,107 | $7.86M | 0.08% | +1,845+6.5% | Added |
| HFR Wealth Management, LLC | 30,289 | $7.91M | 1.93% | −988−3.2% | Reduced |
| Northwest & Ethical Investments L.P. | 30,436 | $7.94M | 0.18% | −20,397−40.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 30,471 | $7.95M | 0.43% | +12,490+69.5% | Added |
| Thompson Investment Management, Inc. | 30,507 | $7.96M | 0.91% | +13,905+83.8% | Added |
| Erste Asset Management GmbH | 29,535 | $7.97M | 0.06% | −174,122−85.5% | Reduced |
| Atlantic Union Bankshares Corp | 30,815 | $8.04M | 0.13% | +5,563+22.0% | Added |
| Capitolis Liquid Global Markets LLC | 31,000 | $8.09M | 0.04% | −18,568−37.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 31,223 | $8.15M | 1.24% | −248−0.8% | Reduced |
| Wilson Asset Management (International) Pty Ltd | 31,351 | $8.18M | 2.25% | −7,174−18.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 31,514 | $8.23M | 0.30% | −3,972−11.2% | Reduced |
| Lido Advisors, LLC | 31,525 | $8.23M | 0.03% | −328−1.0% | Reduced |
| Sienna Gestion | 30,675 | $8.26M | 0.48% | −2,050−6.3% | Reduced |
| Louisiana State Employees Retirement System | 31,700 | $8.27M | 0.12% | −700−2.2% | Reduced |
| iA Global Asset Management Inc. | 31,913 | $8.33M | 0.10% | −1,282−3.9% | Reduced |
| Ethic Inc. | 32,202 | $8.40M | 0.10% | +1,325+4.3% | Added |
| Vestcor Inc | 32,284 | $8.43M | 0.21% | +3,315+11.4% | Added |
| Abn Amro Investment Solutions | 32,624 | $8.51M | 0.07% | +414+1.3% | Added |
| Ninety One SA (PTY) Ltd | 32,803 | $8.55M | 0.46% | +6,527+24.8% | Added |
| Jupiter Asset Management Ltd | 32,880 | $8.58M | 0.04% | −188,202−85.1% | Reduced |
| Sit Investment Associates Inc | 32,937 | $8.60M | 0.16% | −7,630−18.8% | Reduced |
| Wealthfront Advisers LLC | 32,980 | $8.61M | 0.02% | +8,122+32.7% | Added |
| Quinn Opportunity Partners LLC | 33,000 | $8.61M | 0.40% | +15,000+83.3% | Added |
| Alley Investment Management Company, LLC | 33,133 | $8.65M | 1.01% | +57+0.2% | Added |
| State of Alaska, Department of Revenue | 33,204 | $8.66M | 0.09% | −448−1.3% | Reduced |
| RiverFront Investment Group, LLC | 33,437 | $8.73M | 0.12% | +30,218+938.7% | Added |
| Union Bancaire Privee, UBP SA | 34,150 | $8.82M | 0.14% | −6,721−16.4% | Reduced |
| Umb Bank N A | 33,861 | $8.84M | 0.11% | −67−0.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,992 | $8.87M | 0.04% | −17,504−34.0% | Reduced |
| Addenda Capital Inc. | 34,039 | $8.88M | 0.24% | −271−0.8% | Reduced |
| Oregon Public Employees Retirement Fund | 34,084 | $8.90M | 0.10% | +2,235+7.0% | Added |
| CIBC World Markets Inc. | 34,854 | $9.10M | 0.02% | −17,664−33.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 35,045 | $9.15M | 0.07% | +21,786+164.3% | Added |
| JustInvest LLC | 35,158 | $9.18M | 0.08% | −6,487−15.6% | Reduced |
| M&T Bank Corp | 35,168 | $9.18M | 0.03% | −12,172−25.7% | Reduced |
| Public Employees Retirement Association of Colorado | 35,494 | $9.26M | 0.03% | −328−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 35,895 | $9.37M | 0.01% | −37,744−51.3% | Reduced |
| CBOE Vest Financial, LLC | 35,913 | $9.37M | 0.10% | +16,014+80.5% | Added |
| LSV Asset Management | 36,000 | $9.40M | 0.02% | +36,000 | New |
| Dearborn Partners LLC | 36,583 | $9.55M | 0.54% | −5,109−12.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 37,047 | $9.67M | 0.07% | −6,134−14.2% | Reduced |
| Caxton Associates LLP | 37,180 | $9.70M | 0.18% | +15,393+70.7% | Added |
| Gateway Investment Advisers LLC | 37,472 | $9.78M | 0.10% | +33,507+845.1% | Added |
| Quantbot Technologies LP | 37,550 | $9.80M | 0.39% | +37,550 | New |
| Mutual of America Capital Management LLC | 37,581 | $9.81M | 0.10% | +4,417+13.3% | Added |
| Davidson Investment Advisors | 37,855 | $9.88M | 0.40% | −3,875−9.3% | Reduced |
| Evelyn Partners Group Ltd | 37,944 | $9.90M | 0.19% | +37,944 | New |
| Pavaki Capital Management LLC | 38,600 | $10.1M | 5.74% | +38,600 | New |
| Wendell David Associates Inc | 38,906 | $10.2M | 1.07% | −837−2.1% | Reduced |