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
- +4.08M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 609 more added
- Sold out
- 430
- 806 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 |
|---|---|---|---|---|---|
| Security National Bank of Sioux City Iowa | 26 | $6.79K | 0.00% | +26 | New |
| Marshall Investment Management, LLC | 26 | $6.79K | 0.00% | +26 | New |
| Vision Retirement, LLC | 26 | $6.81K | 0.00% | −29−52.7% | Reduced |
| Financial Consulate, Inc | 27 | $7.05K | 0.00% | −20−42.6% | Reduced |
| MTM Investment Management, LLC | 27 | $7.05K | 0.00% | −20−42.6% | Reduced |
| United Financial Planning Group LLC | 27 | $7.05K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 27 | $7.05K | 0.00% | +27 | New |
| Halbert Hargrove Global Advisors, LLC | 27 | $7.06K | 0.00% | +1+3.8% | Added |
| Evolution Wealth Management Inc. | 28 | $7.31K | 0.00% | +3+12.0% | Added |
| McDonald Partners LLC | 28 | $7.31K | 0.00% | +28 | New |
| Robinswood Financial LLC | 28 | $7.36K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $7.39K | 0.00% | −29−50.9% | Reduced |
| Proathlete Wealth Management LLC | 29 | $7.57K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 29 | $7.85K | 0.00% | −22−43.1% | Reduced |
| JPL Wealth Management, LLC | 31 | $8.09K | 0.00% | −131−80.9% | Reduced |
| Rialto Wealth Management, LLC | 31 | $8.09K | 0.00% | −43−58.1% | Reduced |
| Noble Wealth Management PBC | 31 | $8.09K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 32 | $8.35K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $8.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $8.61K | 0.00% | −9−21.4% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $8.61K | 0.00% | +14+73.7% | Added |
| Manning & Napier Advisors LLC | 34 | $9.06K | 0.00% | +11+47.8% | Added |
| Abound Wealth Management | 35 | $9.06K | 0.00% | −48−57.8% | Reduced |
| Persistent Asset Partners Ltd | 37 | $9.66K | 0.00% | +37 | New |
| Wilkerson Advisory Group LLC | 38 | $9.92K | 0.00% | −20−34.5% | Reduced |
| High Note Wealth, LLC | 40 | $10.4K | 0.00% | −24−37.5% | Reduced |
| Cetera Trust Company, N.A | 40 | $10.4K | 0.01% | −22−35.5% | Reduced |
| Stephenson National Bank & Trust | 40 | $10.4K | 0.00% | −15−27.3% | Reduced |
| Fairscale Capital, LLC | 41 | $10.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 41 | $10.7K | 0.00% | +26+173.3% | Added |
| Front Row Advisors LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $11.0K | 0.00% | −4−8.7% | Reduced |
| Hilton Head Capital Partners, LLC | 44 | $11.5K | 0.01% | −879−95.2% | Reduced |
| Quarry LP | 44 | $11.5K | 0.00% | −46−51.1% | Reduced |
| Meramec Financial Planners, LLC | 38 | $11.5K | 0.00% | +10+35.7% | Added |
| Copia Wealth Management | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 45 | $12.0K | 0.00% | −3−6.3% | Reduced |
| Richardson Financial Services Inc. | 47 | $12.3K | 0.01% | −2−4.1% | Reduced |
| CrossGen Wealth, LLC | 48 | $12.5K | 0.01% | −25−34.2% | Reduced |
| Ares Financial Consulting, LLC | 48 | $12.5K | 0.01% | −9−15.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 49 | $12.8K | 0.00% | −147−75.0% | Reduced |
| Bare Financial Services, Inc | 49 | $12.8K | 0.00% | +20+69.0% | Added |
| Altshuler Shaham Ltd | 49 | $12.8K | 0.00% | +31+172.2% | Added |
| Synergy Investment Management, LLC | 39 | $12.8K | 0.00% | +31+387.5% | Added |
| YANKCOM Partnership | 50 | $13.1K | 0.00% | −203−80.2% | Reduced |
| Avalon Trust Co | 50 | $13.1K | 0.00% | −167−77.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $13.1K | 0.00% | −109−68.6% | Reduced |
| Independence Bank of Kentucky | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 50 | $13.1K | 0.00% | +34+212.5% | Added |
| JNBA Financial Advisors | 51 | $13.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 52 | $13.6K | 0.01% | +32+160.0% | Added |
| Axxion S.A. | 52 | $13.6K | 0.00% | +52 | New |
| Exane Asset Management | 46 | $13.7K | 0.00% | −16,328−99.7% | Reduced |
| NBC Securities, Inc. | 53 | $13.8K | 0.00% | −104−66.2% | Reduced |
| Wedbush Fund Advisers, LLC | 53 | $13.8K | 0.00% | +31+140.9% | Added |
| Cornerstone National Bank & Trust Co | 52 | $13.9K | 0.00% | −5−8.8% | Reduced |
| Bangor Savings Bank | 54 | $14.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $14.1K | 0.00% | +8+17.4% | Added |
| Beacon Financial Strategies CORP | 55 | $14.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 55 | $14.4K | 0.00% | −59−51.8% | Reduced |
| Kemnay Advisory Services Inc. | 56 | $14.6K | 0.00% | −20,901−99.7% | Reduced |
| VSM Wealth Advisory, LLC | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 56 | $14.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $14.6K | 0.00% | +23+69.7% | Added |
| J.Safra Asset Management Corp | 56 | $14.6K | 0.00% | +32+133.3% | Added |
| Key Financial Inc | 59 | $15.4K | 0.00% | −33−35.9% | Reduced |
| Fortitude Family Office, LLC | 60 | $15.7K | 0.00% | −16−21.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 61 | $15.9K | 0.00% | −22−26.5% | Reduced |
| Quaker Wealth Management, LLC | 61 | $15.9K | 0.00% | −4−6.2% | Reduced |
| Ameriflex Group, Inc. | 62 | $16.3K | 0.01% | −41−39.8% | Reduced |
| RMG Wealth Management LLC | 49 | $16.4K | 0.00% | −4−7.5% | Reduced |
| High Point Wealth Management, LLC | 65 | $17.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $17.0K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 66 | $17.2K | 0.01% | −28−29.8% | Reduced |
| Sachetta, LLC | 67 | $17.5K | 0.01% | −44−39.6% | Reduced |
| Albion Financial Group | 67 | $17.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 68 | $17.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $18.3K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 69 | $18.8K | 0.01% | −26−27.4% | Reduced |
| Concord Wealth Partners | 72 | $18.8K | 0.00% | −5,152−98.6% | Reduced |
| Kings Path Partners LLC | 72 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 76 | $19.0K | 0.00% | +21+38.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 73 | $19.1K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 75 | $19.6K | 0.00% | +19+33.9% | Added |
| United Community Bank | 76 | $19.8K | 0.01% | −585−88.5% | Reduced |
| Colonial Trust Advisors | 76 | $19.8K | 0.00% | +22+40.7% | Added |
| Joseph Group Capital Management | 80 | $20.9K | 0.00% | −12−13.0% | Reduced |
| Hughes Financial Services, LLC | 81 | $21.1K | 0.00% | −5−5.8% | Reduced |
| Sankala Group LLC | 61 | $21.6K | 0.01% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 83 | $21.7K | 0.03% | +26+45.6% | Added |
| Arlington Trust Co LLC | 85 | $22.2K | 0.00% | −116−57.7% | Reduced |
| Park Place Capital Corp | 86 | $22.4K | 0.00% | −286−76.9% | Reduced |
| Bruce G. Allen Investments, LLC | 86 | $22.4K | 0.01% | −53−38.1% | Reduced |
| Paladin Advisory Group, LLC | 86 | $22.4K | 0.01% | 00.0% | Unchanged |