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 |
|---|---|---|---|---|---|
| 1015 Capital Partners, LLC | 450 | $117.5K | 0.10% | −8−1.7% | Reduced |
| Swiss Re Ltd | 455 | $118.8K | 0.01% | +455 | New |
| IFG Advisory, LLC | 458 | $119.5K | 0.00% | +458 | New |
| Triumph Capital Management | 458 | $119.6K | 0.02% | −71−13.4% | Reduced |
| Strive Financial Group ,LLC | 460 | $120.1K | 0.05% | −2,593−84.9% | Reduced |
| LifeSteps Financial, Inc. | 465 | $121.4K | 0.06% | −1−0.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 475 | $123.8K | 0.01% | −1,161−71.0% | Reduced |
| Groupe la Francaise | 475 | $124.0K | 0.00% | −12,009−96.2% | Reduced |
| Compass Financial Management LLC | 489 | $128.6K | 0.02% | +489 | New |
| Eurizon SLJ Capital Ltd | 494 | $128.9K | 0.05% | 00.0% | Unchanged |
| Bamco Inc | 500 | $130.5K | 0.00% | −19,835−97.5% | Reduced |
| Rexford Capital Inc | 502 | $131.0K | 0.08% | +15+3.1% | Added |
| Wolff Wiese Magana LLC | 511 | $133.4K | 0.06% | −12−2.3% | Reduced |
| Tidemark, LLC | 521 | $136.0K | 0.03% | +2+0.4% | Added |
| Elgethun Capital Management | 557 | $145.5K | 0.02% | +23+4.3% | Added |
| Atlas Capital Advisors LLC | 560 | $146.2K | 0.02% | +138+32.7% | Added |
| South State Corp. | 569 | $148.5K | 0.01% | +41+7.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 569 | $148.5K | 0.04% | +79+16.1% | Added |
| Vega Investment Solutions | 570 | $148.8K | 0.02% | +501+726.1% | Added |
| Cedar Mountain Advisors, LLC | 577 | $150.6K | 0.03% | −26−4.3% | Reduced |
| Chilton Capital Management LLC | 584 | $152.4K | 0.00% | +43+7.9% | Added |
| Westfuller Advisors, LLC | 599 | $156.3K | 0.06% | +18+3.1% | Added |
| Paradigm Asset Management Co LLC | 600 | $156.6K | 0.03% | −800−57.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 620 | $161.8K | 0.01% | −1,490−70.6% | Reduced |
| One River Asset Management, LLC | 620 | $161.8K | 0.78% | +66+11.9% | Added |
| Spire Wealth Management | 622 | $162.5K | 0.00% | −626−50.2% | Reduced |
| TIAA Wealth Investment Management LLC | 623 | $162.6K | 0.00% | −50,897−98.8% | Reduced |
| Prestige Wealth Management Group LLC | 633 | $165.2K | 0.03% | −100−13.6% | Reduced |
| Dorato Capital Management | 608 | $167.2K | 0.11% | +165+37.2% | Added |
| Greykasell Wealth Strategies, Inc. | 653 | $170.4K | 0.06% | −1,205−64.9% | Reduced |
| Acropolis Investment Management, LLC | 656 | $171.2K | 0.01% | +2+0.3% | Added |
| Aventura Private Wealth, LLC | 669 | $174.6K | 0.05% | −237−26.2% | Reduced |
| Oakworth Capital, Inc. | 676 | $176.4K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 678 | $177.0K | 0.07% | +113+20.0% | Added |
| Proffitt & Goodson Inc | 682 | $178.0K | 0.02% | +57+9.1% | Added |
| Pflug Koory, LLC | 700 | $182.7K | 0.07% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $184.0K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 715 | $186.6K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 720 | $187.9K | 0.04% | −979−57.6% | Reduced |
| Castlefield Investment Partners LLP | 728 | $190.0K | 0.13% | +159+27.9% | Added |
| CoreFirst Bank & Trust | 740 | $193.1K | 0.10% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 748 | $195.2K | 0.03% | −17−2.2% | Reduced |
| Gill Capital Partners, LLC | 750 | $195.8K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 756 | $197.3K | 0.11% | −11−1.4% | Reduced |
| Basecamp Wealth Advisors LLC | 766 | $199.9K | 0.04% | +42+5.8% | Added |
| Godfrey Financial Associates, Inc. | 767 | $200.2K | 0.15% | 00.0% | Unchanged |
| National Asset Management, Inc. | 754 | $201.0K | 0.01% | −481−38.9% | Reduced |
| One Capital Management, LLC | 465 | $201.1K | 0.01% | 00.0% | Unchanged |
| PCM Encore, LLC | 771 | $201.1K | 0.04% | −1,052−57.7% | Reduced |
| Kathmere Capital Management, LLC | 771 | $201.2K | 0.01% | −287−27.1% | Reduced |
| Garden State Investment Advisory Services LLC | 771 | $201.4K | 0.04% | −189−19.7% | Reduced |
| Aspiriant, LLC | 772 | $201.6K | 0.00% | +772 | New |
| Quadcap Wealth Management, LLC | 780 | $203.6K | 0.02% | −1,090−58.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 782 | $204.0K | 0.04% | −969−55.3% | Reduced |
| Baldwin Brothers Inc | 782 | $204.1K | 0.01% | −16,791−95.5% | Reduced |
| BDFS Capital LLC | 784 | $204.7K | 0.09% | −222−22.1% | Reduced |
| Dakota Wealth Management | 788 | $205.7K | 0.00% | −26−3.2% | Reduced |
| City Center Advisors, LLC | 789 | $205.9K | 0.17% | +789 | New |
| Foundations Investment Advisors, LLC | 792 | $206.6K | 0.00% | +80+11.2% | Added |
| Indivisible Partners | 792 | $206.7K | 0.01% | +792 | New |
| Studio Investment Management LLC | 794 | $207.2K | 0.04% | +303+61.7% | Added |
| Alpha Omega Wealth Management LLC | 796 | $207.8K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 800 | $208.8K | 0.19% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 802 | $209.3K | 0.15% | +174+27.7% | Added |
| BlueSky Wealth Advisors, LLC | 803 | $209.6K | 0.02% | −152−15.9% | Reduced |
| Grove Bank & Trust | 804 | $209.8K | 0.02% | −114−12.4% | Reduced |
| JT Stratford LLC | 805 | $210.1K | 0.02% | +805 | New |
| Stokes Capital Advisors, LLC | 806 | $210.4K | 0.05% | −3,660−82.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 807 | $210.6K | 0.01% | −69−7.9% | Reduced |
| Advisor OS, LLC | 807 | $210.8K | 0.01% | −236−22.6% | Reduced |
| Evercore Wealth Management, LLC | 808 | $210.9K | 0.00% | −795−49.6% | Reduced |
| ICONIQ Capital, LLC | 809 | $211.1K | 0.01% | −53−6.1% | Reduced |
| Semanteon Capital Management, LP | 812 | $211.9K | 0.96% | +812 | New |
| JFS Wealth Advisors, LLC | 812 | $211.9K | 0.01% | −59−6.8% | Reduced |
| Camden Capital, LLC | 813 | $212.2K | 0.01% | −604−42.6% | Reduced |
| StoneX Group Inc. | 815 | $212.7K | 0.01% | −1,363−62.6% | Reduced |
| Financial Planning Navigators CORP | 819 | $213.8K | 0.08% | +819 | New |
| Harel Insurance Investments & Financial Services Ltd. | 824 | $214.0K | 0.00% | −2,094−71.8% | Reduced |
| Wellspring Financial Advisors, LLC | 820 | $214.1K | 0.01% | −181−18.1% | Reduced |
| Tiemann Investment Advisors, LLC | 822 | $214.5K | 0.08% | −140−14.6% | Reduced |
| First National Trust Co | 824 | $215.1K | 0.01% | −370−31.0% | Reduced |
| BCJ Capital Management, LLC | 826 | $215.6K | 0.01% | −3,014−78.5% | Reduced |
| Platform Technology Partners | 828 | $216.2K | 0.04% | +828 | New |
| Infrastructure Capital Advisors, LLC | 830 | $216.6K | 0.02% | +830 | New |
| Precision Wealth Strategies, LLC | 832 | $217.2K | 0.07% | −113−12.0% | Reduced |
| Massmutual Trust Co FSB | 835 | $217.9K | 0.01% | −530−38.8% | Reduced |
| Income Insurance Ltd | 836 | $218.2K | 0.13% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 793 | $218.4K | 0.01% | +793 | New |
| WealthPlan Investment Management, LLC | 838 | $218.7K | 0.01% | +838 | New |
| Van Hulzen Asset Management, LLC | 839 | $218.9K | 0.02% | −103−10.9% | Reduced |
| Great Lakes Advisors, LLC | 843 | $220.0K | 0.00% | −52−5.8% | Reduced |
| Everhart Financial Group, Inc. | 844 | $220.3K | 0.01% | −1,772−67.7% | Reduced |
| VisionPoint Advisory Group, LLC | 846 | $220.8K | 0.04% | +846 | New |
| Bennett Associates Wealth Management | 847 | $221.1K | 0.14% | +847 | New |
| Quotient Wealth Partners, LLC | 847 | $221.2K | 0.01% | −574−40.4% | Reduced |
| Cito Capital Group, LLC | 850 | $222.0K | 0.06% | −1,150−57.5% | Reduced |
| Private Client Services, LLC | 852 | $222.3K | 0.06% | +73+9.4% | Added |
| PFG Investments, LLC | 852 | $222.4K | 0.01% | −46−5.1% | Reduced |
| Caldwell Trust Co | 853 | $222.6K | 0.02% | −27−3.1% | Reduced |
| SS&H Financial Advisors, Inc. | 855 | $223.0K | 0.06% | +855 | New |