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 |
|---|---|---|---|---|---|
| Neville Rodie & Shaw Inc | 1,069 | $279.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 1,077 | $281.1K | 0.05% | +100+10.2% | Added |
| Parcion Private Wealth LLC | 1,082 | $282.4K | 0.02% | −51−4.5% | Reduced |
| Defiance ETFs, LLC | 1,058 | $282.6K | 0.00% | +144+15.8% | Added |
| Trueblood Wealth Management, LLC | 1,084 | $282.9K | 0.10% | −93−7.9% | Reduced |
| Verdence Capital Advisors LLC | 1,086 | $283.5K | 0.01% | −7−0.6% | Reduced |
| Alta Advisers Ltd | 1,088 | $284.0K | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,088 | $284.0K | 0.03% | +1,088 | New |
| Alteri Wealth LLC | 1,094 | $285.4K | 0.08% | −160−12.8% | Reduced |
| Brookstone Capital Management | 1,094 | $285.5K | 0.00% | −31,041−96.6% | Reduced |
| Oarsman Capital, Inc. | 1,104 | $288.2K | 0.03% | −3,639−76.7% | Reduced |
| Cascade Investment Group, Inc. | 1,108 | $289.3K | 0.16% | −295−21.0% | Reduced |
| Hardworking Capital Advisors, LLC | 1,111 | $290.0K | 0.24% | −65−5.5% | Reduced |
| Essex Financial Services, Inc. | 1,114 | $290.8K | 0.01% | −91−7.6% | Reduced |
| Vanguard National Trust Co | 1,124 | $293.4K | 0.02% | +722+179.6% | Added |
| Byrne Financial Freedom, LLC | 1,127 | $294.1K | 0.11% | +1,127 | New |
| GAM Holding AG | 1,130 | $294.9K | 0.02% | −2,454−68.5% | Reduced |
| American Trust | 1,131 | $295.2K | 0.02% | +42+3.9% | Added |
| Daytona Street Capital LLC | 1,079 | $295.6K | 0.22% | +656+155.1% | Added |
| Compagnie Lombard Odier SCmA | 1,140 | $297.5K | 0.00% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 1,141 | $297.8K | 0.05% | +17+1.5% | Added |
| Impact Investors, Inc | 1,149 | $299.9K | 0.22% | +311+37.1% | Added |
| Founders Grove Wealth Partners, LLC | 1,152 | $300.7K | 0.06% | +1,152 | New |
| Advisors Capital Management, LLC | 1,153 | $301.0K | 0.00% | −233−16.8% | Reduced |
| Magnus Financial Group LLC | 1,157 | $301.9K | 0.02% | +2+0.2% | Added |
| Beck Mack & Oliver LLC | 1,157 | $302.0K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 1,159 | $302.6K | 0.10% | +1,159 | New |
| Globeflex Capital L P | 1,161 | $303.0K | 0.04% | +1,161 | New |
| Boston Trust Walden Corp | 1,167 | $304.6K | 0.00% | −2,012−63.3% | Reduced |
| DRH Investments, Inc. | 1,174 | $306.4K | 0.24% | +1,174 | New |
| Gradient Capital Advisors, LLC | 1,176 | $306.8K | 0.07% | +244+26.2% | Added |
| IHT Wealth Management, LLC | 1,177 | $307.3K | 0.01% | −196−14.3% | Reduced |
| Sym Financial Corp | 1,178 | $307.5K | 0.02% | +89+8.2% | Added |
| Summitry LLC | 1,182 | $308.5K | 0.01% | +433+57.8% | Added |
| Financial Planning Hawaii, Inc. | 1,184 | $309.0K | 0.17% | +425+56.0% | Added |
| Ronald Blue Trust, Inc. | 1,184 | $309.0K | 0.00% | −1,028−46.5% | Reduced |
| Hillman Capital Management, Inc. | 1,203 | $314.0K | 0.23% | +246+25.7% | Added |
| HCR Wealth Advisors | 1,210 | $315.8K | 0.03% | −43−3.4% | Reduced |
| CX Institutional | 1,210 | $316.0K | 0.01% | −471−28.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,212 | $316.3K | 0.06% | −1,915−61.2% | Reduced |
| North Star Investment Management Corp. | 1,212 | $316.3K | 0.02% | −6−0.5% | Reduced |
| CNB Bank | 1,213 | $316.6K | 0.12% | −368−23.3% | Reduced |
| NBT Bank N A | 1,224 | $319.5K | 0.02% | −93−7.1% | Reduced |
| PDS Planning, Inc | 1,227 | $320.2K | 0.02% | −503−29.1% | Reduced |
| Leavell Investment Management, Inc. | 1,227 | $320.3K | 0.01% | +256+26.4% | Added |
| Bayesian Capital Management, LP | 1,233 | $321.8K | 0.21% | +1,233 | New |
| Cardiff Park Advisors, LLC | 1,235 | $322.3K | 0.03% | +2+0.2% | Added |
| Eastern Bank | 1,240 | $323.6K | 0.00% | −23,135−94.9% | Reduced |
| Tred Avon Family Wealth, LLC | 1,241 | $323.9K | 0.10% | −55−4.2% | Reduced |
| Act Wealth Management, LLC | 1,245 | $324.9K | 0.10% | 00.0% | Unchanged |
| Expressive Wealth LLC | 1,251 | $326.5K | 0.31% | +303+32.0% | Added |
| Betterment LLC | 1,256 | $328.0K | 0.00% | +348+38.3% | Added |
| Soltis Investment Advisors LLC | 1,257 | $328.1K | 0.02% | −250−16.6% | Reduced |
| Forbes J M & Co LLP | 1,260 | $328.9K | 0.03% | −375−22.9% | Reduced |
| Monetary Management Group Inc | 1,260 | $328.9K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,261 | $329.0K | 0.02% | −258−17.0% | Reduced |
| Gratus Wealth Advisors, LLC | 1,261 | $329.1K | 0.04% | −13−1.0% | Reduced |
| Park Capital Management, LLC | 1,261 | $329.1K | 0.19% | −148−10.5% | Reduced |
| Heritage Trust Co | 1,263 | $329.6K | 0.03% | −11−0.9% | Reduced |
| Twinbeech Capital LP | 1,264 | $329.9K | 0.06% | +1,264 | New |
| Resources Investment Advisors, LLC. | 1,264 | $329.9K | 0.00% | −1,136−47.3% | Reduced |
| Silver Lake Advisory, LLC | 1,268 | $331.0K | 0.12% | −100−7.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,269 | $331.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 1,269 | $331.2K | 0.15% | +371+41.3% | Added |
| Weatherly Asset Management L. P. | 1,270 | $331.6K | 0.02% | −163−11.4% | Reduced |
| Waller Financial Planning Group, Inc | 1,272 | $332.1K | 0.07% | 00.0% | Unchanged |
| Parthenon LLC | 1,275 | $332.8K | 0.03% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,281 | $334.3K | 0.02% | −180−12.3% | Reduced |
| Diversified Enterprises, LLC | 1,282 | $334.6K | 0.02% | −5−0.4% | Reduced |
| Palisade Capital Management LLC | 1,288 | $336.2K | 0.01% | −214−14.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,288 | $336.2K | 0.08% | +589+84.3% | Added |
| Navigation Group, LLC | 1,289 | $336.4K | 0.07% | 00.0% | Unchanged |
| Sentinus, LLC | 1,295 | $338.0K | 0.03% | −8−0.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,303 | $340.1K | 0.04% | +200+18.1% | Added |
| Brucke Financial, Inc. | 1,303 | $340.1K | 0.15% | +239+22.5% | Added |
| Cornerstone Wealth Group, LLC | 1,303 | $340.2K | 0.02% | −7,651−85.4% | Reduced |
| Independent Financial Group, LLC | 1,304 | $340.5K | 0.01% | −35−2.6% | Reduced |
| Modern Wealth Management, LLC | 1,327 | $346.6K | 0.00% | +98+8.0% | Added |
| Sargent Investment Group, LLC | 1,332 | $347.7K | 0.04% | −41−3.0% | Reduced |
| Worthington Financial Partners, LLC | 1,333 | $347.9K | 0.29% | +30+2.3% | Added |
| Main Street Financial Solutions, LLC | 1,336 | $348.7K | 0.02% | +753+129.2% | Added |
| Harbor Group, Inc. | 1,336 | $348.8K | 0.04% | +4+0.3% | Added |
| Garner Asset Management Corp | 1,343 | $350.4K | 0.11% | +2+0.1% | Added |
| Verity & Verity, LLC | 1,344 | $350.8K | 0.02% | −84−5.9% | Reduced |
| Trust Co of Toledo NA | 1,350 | $352.4K | 0.03% | +381+39.3% | Added |
| Howe & Rusling Inc | 1,352 | $352.8K | 0.02% | −27,767−95.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,355 | $354.0K | 0.24% | +5+0.4% | Added |
| Pictet & Cie (Europe) SA | 1,359 | $354.7K | 0.01% | −135−9.0% | Reduced |
| Smithfield Trust Co | 1,346 | $355.0K | 0.01% | −180−11.8% | Reduced |
| Heritage Investors Management Corp | 1,359 | $355.0K | 0.01% | +21+1.6% | Added |
| Fulcrum Asset Management LLP | 1,338 | $356.4K | 0.04% | −253−15.9% | Reduced |
| Bank of Nova Scotia Trust Co | 1,374 | $358.6K | 0.03% | +18+1.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,378 | $359.7K | 0.02% | −848−38.1% | Reduced |
| Focus Financial Network, Inc. | 1,380 | $360.2K | 0.01% | −90−6.1% | Reduced |
| Andrews Advisory Associates, LLC | 1,390 | $362.8K | 0.17% | +353+34.0% | Added |
| Simplify Asset Management Inc. | 1,392 | $363.3K | 0.01% | −24−1.7% | Reduced |
| 4WEALTH Advisors, Inc. | 1,366 | $363.9K | 0.28% | −5−0.4% | Reduced |
| Southeast Asset Advisors Inc. | 1,398 | $364.9K | 0.04% | −125−8.2% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,400 | $365.4K | 0.53% | +1,400 | New |
| Moors & Cabot, Inc. | 1,404 | $366.6K | 0.01% | −182−11.5% | Reduced |