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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 86 | $22.4K | 0.01% | +1+1.2% | Added |
| Private Wealth Management Group, LLC | 88 | $23.0K | 0.01% | −36−29.0% | Reduced |
| Hanson & Doremus Investment Management | 87 | $23.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $24.3K | 0.00% | +42+82.4% | Added |
| Action Point Financial Planning, LLC | 57 | $24.8K | 0.00% | +57 | New |
| Cromwell Holdings LLC | 97 | $25.3K | 0.01% | −733−88.3% | Reduced |
| Osbon Capital Management LLC | 101 | $26.4K | 0.02% | −1−1.0% | Reduced |
| Rational Advisors LLC | 102 | $26.6K | 0.00% | +11+12.1% | Added |
| Salomon & Ludwin, LLC | 103 | $27.5K | 0.00% | −197−65.7% | Reduced |
| MidFirst Bank | 108 | $28.2K | 0.00% | −7−6.1% | Reduced |
| Alpine Bank Wealth Management | 109 | $28.4K | 0.00% | +109 | New |
| Copeland Capital Management, LLC | 110 | $28.7K | 0.00% | −36,386−99.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 110 | $28.7K | 0.02% | −42−27.6% | Reduced |
| Medallion Wealth Advisors, LLC | 112 | $29.2K | 0.01% | +30+36.6% | Added |
| Clark Wealth Partners | 113 | $29.4K | 0.02% | −16−12.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 114 | $30.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 115 | $30.0K | 0.01% | −73−38.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 117 | $30.9K | 0.01% | −569−82.9% | Reduced |
| Rossby Financial, LCC | 119 | $31.1K | 0.01% | −101−45.9% | Reduced |
| LOM Asset Management Ltd | 120 | $31.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 120 | $31.3K | 0.02% | +120 | New |
| GW&K Investment Management, LLC | 122 | $32.0K | 0.00% | −122−50.0% | Reduced |
| Johnson Financial Group, Inc. | 128 | $33.4K | 0.00% | −250−66.1% | Reduced |
| Prosperity Bancshares Inc | 129 | $33.7K | 0.02% | −22−14.6% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 130 | $33.9K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 131 | $34.2K | 0.00% | −4−3.0% | Reduced |
| Private Wealth Asset Management, LLC | 132 | $34.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 141 | $36.7K | 0.01% | +126+840.0% | Added |
| Islay Capital Management, LLC | 142 | $37.1K | 0.02% | +25+21.4% | Added |
| AdvisorNet Financial, Inc | 149 | $39.0K | 0.00% | −35−19.0% | Reduced |
| Avion Wealth | 151 | $39.0K | 0.01% | +114+308.1% | Added |
| Dunhill Financial, LLC | 150 | $39.3K | 0.01% | +137+1,053.8% | Added |
| Coastline Trust Co | 153 | $39.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 155 | $40.3K | 0.00% | −11,871−98.7% | Reduced |
| Tradewinds Capital Management, LLC | 155 | $40.5K | 0.01% | +150+3,000.0% | Added |
| WPG Advisers, LLC | 156 | $40.7K | 0.02% | −50−24.3% | Reduced |
| Intesa Sanpaolo Wealth Management | 160 | $41.8K | 0.01% | +160 | New |
| Washington Trust Advisors, Inc. | 163 | $42.5K | 0.00% | −238−59.4% | Reduced |
| Toews Corp | 163 | $42.5K | 0.01% | +163 | New |
| Financial Network Wealth Advisors LLC | 164 | $42.8K | 0.04% | −38−18.8% | Reduced |
| ORG Wealth Partners, LLC | 166 | $43.3K | 0.01% | −14−7.8% | Reduced |
| IMG Wealth Management, Inc. | 178 | $46.5K | 0.03% | −59−24.9% | Reduced |
| S&T Bank | 178 | $46.5K | 0.01% | −27−13.2% | Reduced |
| Meeder Asset Management Inc | 180 | $47.0K | 0.00% | −519−74.2% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $47.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 187 | $48.8K | 0.00% | −18−8.8% | Reduced |
| General Partner, Inc. | 187 | $48.8K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 187 | $48.9K | 0.04% | +78+71.6% | Added |
| Farmers & Merchants Investments Inc | 192 | $50.1K | 0.00% | −43−18.3% | Reduced |
| True Wealth Design, LLC | 192 | $50.1K | 0.01% | +86+81.1% | Added |
| Brown Shipley& Co Ltd | 193 | $50.4K | 0.03% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 206 | $53.8K | 0.00% | −281,066−99.9% | Reduced |
| CVA Family Office, LLC | 212 | $55.3K | 0.01% | −154−42.1% | Reduced |
| Truvestments Capital LLC | 212 | $55.4K | 0.01% | −179−45.8% | Reduced |
| Western Pacific Wealth Management, LP | 213 | $55.6K | 0.05% | −49−18.7% | Reduced |
| Corsicana & Co. | 217 | $56.6K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 219 | $57.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 202 | $57.6K | 0.01% | −34−14.4% | Reduced |
| Main Street Group, LTD | 227 | $59.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 233 | $60.8K | 0.01% | +233 | New |
| St Germain D J Co Inc | 237 | $61.9K | 0.00% | −6−2.5% | Reduced |
| Family Capital Trust Co | 242 | $63.2K | 0.02% | 00.0% | Unchanged |
| Napier Financial, LLC | 242 | $63.2K | 0.01% | −2−0.8% | Reduced |
| Silver Grove Financial Group, Inc. | 251 | $65.6K | 0.04% | +221+736.7% | Added |
| Glen Eagle Advisors, LLC | 253 | $66.1K | 0.01% | −25−9.0% | Reduced |
| Delta Asset Management LLC | 258 | $67.3K | 0.01% | +30+13.2% | Added |
| Silver Oak Securities, Inc | 269 | $70.2K | 0.00% | +269 | New |
| Capital Analysts, LLC | 275 | $72.0K | 0.00% | +2+0.7% | Added |
| Signature Equity Partners, LLC | 277 | $72.2K | 0.03% | −80−22.4% | Reduced |
| Pinnacle Bancorp, Inc. | 278 | $72.6K | 0.02% | −38−12.0% | Reduced |
| SJS Investment Consulting Inc. | 282 | $73.6K | 0.01% | +173+158.7% | Added |
| Center for Financial Planning, Inc. | 283 | $73.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 294 | $76.8K | 0.01% | −44−13.0% | Reduced |
| DT Investment Partners, LLC | 295 | $77.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 300 | $78.0K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 300 | $78.3K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 300 | $78.3K | 0.03% | +290+2,900.0% | Added |
| CoreCap Advisors, LLC | 301 | $78.6K | 0.00% | +53+21.4% | Added |
| Barrett & Company, Inc. | 327 | $85.3K | 0.02% | +317+3,170.0% | Added |
| Colonial Trust Co | 336 | $87.7K | 0.01% | −200−37.3% | Reduced |
| UMA Financial Services, Inc. | 344 | $89.7K | 0.01% | +53+18.2% | Added |
| Motco | 347 | $90.6K | 0.01% | −18,118−98.1% | Reduced |
| Deseret Mutual Benefit Administrators | 347 | $90.6K | 0.03% | +37+11.9% | Added |
| Core Alternative Capital | 348 | $90.8K | 0.03% | +58+20.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 353 | $92.1K | 0.00% | +353 | New |
| SHP Wealth Management | 363 | $94.6K | 0.01% | +86+31.0% | Added |
| Crews Bank & Trust | 365 | $95.3K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 375 | $97.8K | 0.01% | −383−50.5% | Reduced |
| Pittenger & Anderson Inc | 375 | $97.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 383 | $100.0K | 0.01% | −651−63.0% | Reduced |
| Private Trust Co NA | 409 | $106.8K | 0.01% | −201−33.0% | Reduced |
| Capital Advisors, Ltd. LLC | 408 | $107.0K | 0.01% | −94−18.7% | Reduced |
| Horizon Bancorp Inc | 409 | $107.0K | 0.05% | −16−3.8% | Reduced |
| Tiaa Trust, National Association | 410 | $107.0K | 0.01% | −1,661−80.2% | Reduced |
| Creative Financial Designs Inc | 411 | $107.3K | 0.01% | +265+181.5% | Added |
| Chesapeake Asset Management LLC | 417 | $108.8K | 0.08% | +417 | New |
| Covestor Ltd | 420 | $110.0K | 0.06% | +22+5.5% | Added |
| Rosenberg Matthew Hamilton | 430 | $112.2K | 0.02% | −41−8.7% | Reduced |
| Golden State Wealth Management, LLC | 436 | $114.0K | 0.01% | +1+0.2% | Added |
| Transamerica Financial Advisors, Inc. | 448 | $117.1K | 0.01% | −184−29.1% | Reduced |