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 |
|---|---|---|---|---|---|
| Conestoga Capital Advisors, LLC | 855 | $223.2K | 0.00% | +60+7.5% | Added |
| Breakwater Capital Group | 857 | $223.7K | 0.03% | −227−20.9% | Reduced |
| Legacy Financial Advisors, Inc. | 861 | $224.8K | 0.03% | −614−41.6% | Reduced |
| United Advisor Group, LLC | 864 | $225.5K | 0.02% | −247−22.2% | Reduced |
| Tradewinds, LLC. | 2,179 | $226.1K | 0.07% | +1,541+241.5% | Added |
| SBI Okasan Asset Management Co.Ltd. | 850 | $226.4K | 0.01% | −2,000−70.2% | Reduced |
| Avaii Wealth Management, LLC | 875 | $228.5K | 0.07% | +276+46.1% | Added |
| Tannin Capital LLC | 876 | $228.6K | 0.15% | +876 | New |
| PAX Financial Group, LLC | 876 | $228.6K | 0.03% | +25+2.9% | Added |
| Prentice Wealth Management LLC | 878 | $229.2K | 0.05% | +2+0.2% | Added |
| Clear Creek Financial Management, LLC | 884 | $230.7K | 0.01% | +52+6.3% | Added |
| Pettee Investors, Inc. | 886 | $231.3K | 0.11% | −115−11.5% | Reduced |
| Axq Capital, LP | 888 | $231.8K | 0.03% | +888 | New |
| Prostatis Group LLC | 888 | $231.8K | 0.05% | +888 | New |
| Connecticut Wealth Management, LLC | 889 | $232.0K | 0.01% | −30−3.3% | Reduced |
| Zacks Investment Management | 894 | $233.6K | 0.00% | −523−36.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 895 | $233.6K | 0.03% | −74−7.6% | Reduced |
| 1st Source Bank | 897 | $234.1K | 0.01% | −78−8.0% | Reduced |
| Formidable Asset Management, LLC | 897 | $234.1K | 0.04% | 00.0% | Unchanged |
| Net Worth Advisory Group | 898 | $234.3K | 0.06% | −1,692−65.3% | Reduced |
| Xxi Wealth, LLC | 899 | $234.6K | 0.11% | +67+8.1% | Added |
| Regent Peak Wealth Advisors LLC | 899 | $234.7K | 0.04% | −111−11.0% | Reduced |
| PenderFund Capital Management Ltd. | 900 | $234.9K | 0.03% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 903 | $235.7K | 0.03% | +143+18.8% | Added |
| Bond & Devick Financial Network, Inc. | 904 | $235.9K | 0.06% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 905 | $236.2K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 906 | $236.4K | 0.02% | −354−28.1% | Reduced |
| Wexford Capital LP | 909 | $237.2K | 0.03% | +909 | New |
| Transcend Wealth Collective, LLC | 911 | $237.9K | 0.02% | −1,474−61.8% | Reduced |
| Rakuten Securities, Inc. | 912 | $238.0K | 0.06% | +497+119.8% | Added |
| Bridgefront Capital, LLC | 916 | $239.1K | 0.06% | +916 | New |
| Baker Tilly Wealth Management, LLC | 920 | $240.1K | 0.05% | +920 | New |
| ISAM Funds (UK) Ltd | 920 | $240.1K | 0.17% | +920 | New |
| MFA Wealth Services | 920 | $240.2K | 0.14% | +378+69.7% | Added |
| SageView Advisory Group, LLC | 923 | $241.0K | 0.01% | −219−19.2% | Reduced |
| Gladstone Institutional Advisory LLC | 924 | $241.2K | 0.01% | −853−48.0% | Reduced |
| Succession Financial, Inc. | 925 | $241.4K | 0.23% | +925 | New |
| Parkside Financial Bank & Trust | 932 | $243.3K | 0.02% | −152−14.0% | Reduced |
| Cidel Asset Management Inc | 940 | $245.3K | 0.01% | +264+39.1% | Added |
| Wealthcare Advisory Partners LLC | 941 | $245.7K | 0.00% | −196−17.2% | Reduced |
| Spinnaker Trust | 942 | $245.9K | 0.01% | −229−19.6% | Reduced |
| Bell Investment Advisors, Inc | 942 | $245.9K | 0.04% | +25+2.7% | Added |
| Capital Investment Advisory Services, LLC | 944 | $246.4K | 0.02% | −58−5.8% | Reduced |
| Boston Private Wealth LLC | 949 | $247.7K | 0.02% | −304−24.3% | Reduced |
| Caitlin John, LLC | 950 | $248.0K | 0.14% | +134+16.4% | Added |
| New World Advisors LLC | 951 | $248.2K | 0.04% | +951 | New |
| Horizon Family Wealth, Inc. | 952 | $248.4K | 0.11% | −5−0.5% | Reduced |
| Riverwater Partners LLC | 953 | $248.7K | 0.07% | −1,047−52.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 955 | $249.3K | 0.06% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 959 | $250.3K | 0.02% | −725−43.1% | Reduced |
| Perennial Investment Advisors, LLC | 960 | $250.7K | 0.02% | +304+46.3% | Added |
| Plimoth Trust Co LLC | 961 | $250.8K | 0.05% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 962 | $251.1K | 0.04% | +17+1.8% | Added |
| Integrated Investment Consultants, LLC | 963 | $251.3K | 0.05% | +296+44.4% | Added |
| Verition Fund Management LLC | 965 | $251.9K | 0.00% | −15,593−94.2% | Reduced |
| Landscape Capital Management, L.L.C. | 968 | $252.6K | 0.02% | +968 | New |
| Tolleson Wealth Management, Inc. | 969 | $252.9K | 0.03% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 975 | $254.0K | 0.10% | −100−9.3% | Reduced |
| Readystate Asset Management LP | 982 | $256.3K | 0.01% | +982 | New |
| Nelson Capital Management, LLC | 982 | $256.3K | 0.03% | −383−28.1% | Reduced |
| Atlantic Trust, LLC | 982 | $256.4K | 0.03% | −7−0.7% | Reduced |
| Oxford Financial Group Ltd | 983 | $256.5K | 0.01% | +13+1.3% | Added |
| Fundamentun, LLC | 982 | $256.6K | 0.01% | +410+71.7% | Added |
| Wynn Capital, LLC | 985 | $257.1K | 0.11% | +449+83.8% | Added |
| Mizuho Markets Americas LLC | 991 | $258.7K | 0.00% | +158+19.0% | Added |
| Forefront Wealth Partners, LLC | 992 | $258.9K | 0.08% | −169−14.6% | Reduced |
| Archford Capital Strategies, LLC | 994 | $259.4K | 0.03% | −179−15.3% | Reduced |
| Portside Wealth Group, LLC | 994 | $259.5K | 0.03% | +250+33.6% | Added |
| Prosperity Consulting Group, LLC | 995 | $259.7K | 0.01% | −31−3.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 998 | $260.5K | 0.06% | −102−9.3% | Reduced |
| Sapient Capital LLC | 999 | $260.9K | 0.00% | −47,267−97.9% | Reduced |
| RBF Capital, LLC | 1,000 | $261.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $261.0K | 0.02% | +500+100.0% | Added |
| Kazazian Asset Management, LLC | 1,000 | $261.0K | 0.23% | +1,000 | New |
| Trust Point Inc. | 1,002 | $261.5K | 0.02% | −516−34.0% | Reduced |
| KCM Investment Advisors LLC | 1,005 | $262.2K | 0.01% | +153+18.0% | Added |
| Financial Avengers, Inc. | 1,005 | $262.3K | 0.11% | +1,005 | New |
| Cerro Pacific Wealth Advisors LLC | 1,008 | $263.0K | 0.06% | −211−17.3% | Reduced |
| Claret Asset Management Corp | 1,009 | $263.0K | 0.03% | +1,009 | New |
| Ponta Wealth Partners, LLC | 1,008 | $263.1K | 0.14% | +535+113.1% | Added |
| Principle Wealth Partners LLC | 1,009 | $263.3K | 0.01% | −188−15.7% | Reduced |
| Trevian Wealth Management LLC | 1,010 | $263.6K | 0.11% | −1−0.1% | Reduced |
| Tower Trust & Investment Co | 1,016 | $265.2K | 0.16% | −228−18.3% | Reduced |
| New Hampshire Trust | 1,018 | $265.7K | 0.05% | −76−6.9% | Reduced |
| Boltwood Capital Management | 1,018 | $265.7K | 0.06% | +435+74.6% | Added |
| Traynor Capital Management, Inc. | 1,019 | $266.0K | 0.01% | +172+20.3% | Added |
| Chilton Investment Co LLC | 1,020 | $266.2K | 0.01% | −5,982−85.4% | Reduced |
| Mosley Wealth Management | 1,026 | $267.8K | 0.09% | +992+2,917.6% | Added |
| RMR Wealth Builders | 1,033 | $269.6K | 0.02% | −317−23.5% | Reduced |
| Drive Wealth Management, LLC | 1,034 | $269.9K | 0.05% | −332−24.3% | Reduced |
| Wharton Business Group, LLC | 1,035 | $270.1K | 0.01% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,038 | $270.9K | 0.03% | +188+22.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,039 | $271.1K | 0.01% | −230−18.1% | Reduced |
| Pallas Capital Advisors LLC | 1,040 | $271.5K | 0.01% | −1,126−52.0% | Reduced |
| Interchange Capital Partners, LLC | 1,042 | $271.8K | 0.05% | +322+44.7% | Added |
| Intrust Bank NA | 1,043 | $272.2K | 0.02% | −1,107−51.5% | Reduced |
| Capstone Financial Advisors, Inc. | 1,048 | $273.5K | 0.01% | +500+91.2% | Added |
| Heritage Wealth Advisors | 1,051 | $274.2K | 0.01% | +1+0.1% | Added |
| Insigneo Advisory Services, LLC | 1,051 | $274.3K | 0.01% | −923−46.8% | Reduced |
| M.E. Allison & Co., Inc. | 1,066 | $278.2K | 0.16% | +230+27.5% | Added |