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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 1,406 | $367.0K | 0.06% | −50−3.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,407 | $367.2K | 0.08% | −23−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 1,408 | $367.5K | 0.01% | −537−27.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,425 | $372.1K | 0.00% | −198−12.2% | Reduced |
| Avidian Wealth Solutions, LLC | 1,426 | $372.1K | 0.01% | +463+48.1% | Added |
| International Assets Investment Management, LLC | 1,405 | $375.2K | 0.02% | +85+6.4% | Added |
| Community Bank & Trust, Waco, Texas | 1,460 | $381.0K | 0.07% | −220−13.1% | Reduced |
| GLR Partners, LLC | 1,467 | $382.9K | 0.18% | +1,467 | New |
| Ellevest, Inc. | 1,450 | $383.0K | 0.05% | +4+0.3% | Added |
| Mather Group, LLC. | 1,468 | $383.0K | 0.00% | −1,626−52.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,471 | $383.9K | 0.08% | +1,303+775.6% | Added |
| Highline Wealth Partners LLC | 1,477 | $385.4K | 0.08% | +892+152.5% | Added |
| Applied Finance Capital Management, LLC | 1,484 | $387.3K | 0.03% | −105−6.6% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $387.8K | 0.11% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,488 | $388.0K | 0.14% | −5−0.3% | Reduced |
| Quent Capital, LLC | 1,489 | $388.6K | 0.02% | −283−16.0% | Reduced |
| State of Wyoming | 1,493 | $389.7K | 0.04% | +1,493 | New |
| Nixon Peabody Trust Co | 1,498 | $391.0K | 0.03% | −48−3.1% | Reduced |
| Facet Wealth, Inc. | 1,498 | $391.0K | 0.01% | +863+135.9% | Added |
| ZEGA Investments, LLC | 1,500 | $391.5K | 0.07% | −5−0.3% | Reduced |
| ROI Financial Advisors, LLC | 1,505 | $392.9K | 0.20% | −444−22.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,520 | $396.7K | 0.01% | +97+6.8% | Added |
| GWN Securities Inc. | 1,523 | $397.4K | 0.07% | +766+101.2% | Added |
| Anchor Investment Management, LLC | 1,525 | $398.0K | 0.03% | −1,244−44.9% | Reduced |
| Harbor Investment Advisory, LLC | 1,528 | $398.8K | 0.03% | +115+8.1% | Added |
| Neo Ivy Capital Management | 1,528 | $398.8K | 0.09% | +1,528 | New |
| Beverly Hills Private Wealth, LLC | 1,530 | $399.2K | 0.08% | −99−6.1% | Reduced |
| Optas, LLC | 1,530 | $399.3K | 0.06% | −2,578−62.8% | Reduced |
| Hara Capital LLC | 1,530 | $399.3K | 0.21% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 1,531 | $399.6K | 0.00% | −1,424−48.2% | Reduced |
| Atlas Brown,Inc. | 1,534 | $400.3K | 0.11% | +1,534 | New |
| Natural Investments, LLC | 1,547 | $403.0K | 0.09% | +93+6.4% | Added |
| Ewa, LLC | 1,548 | $404.0K | 0.07% | +862+125.7% | Added |
| L2 Asset Management, LLC | 1,560 | $407.1K | 0.04% | +63+4.2% | Added |
| Gross & Hartman Investments LLC | 1,560 | $407.2K | 0.18% | +568+57.3% | Added |
| Polymer Capital Management (US) LLC | 1,561 | $407.4K | 0.06% | +1,561 | New |
| Argent Trust Co | 1,565 | $408.5K | 0.01% | −170−9.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,565 | $408.5K | 0.14% | +589+60.3% | Added |
| Caerus Investment Advisors, LLC | 1,566 | $408.7K | 0.14% | +571+57.4% | Added |
| Kingsview Wealth Management, LLC | 1,570 | $409.8K | 0.00% | −162−9.4% | Reduced |
| Legacy Trust | 1,572 | $410.3K | 0.07% | −49−3.0% | Reduced |
| Red Door Wealth Management, LLC | 1,576 | $411.3K | 0.04% | +163+11.5% | Added |
| Versant Capital Management, Inc | 1,578 | $412.0K | 0.04% | +292+22.7% | Added |
| Bridgewater Advisors Inc. | 1,295 | $412.3K | 0.02% | −29−2.2% | Reduced |
| ABN AMRO Bank N.V. | 1,570 | $412.5K | 0.01% | −6,374−80.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,582 | $412.9K | 0.23% | +1,582 | New |
| Jefferies Financial Group Inc. | 1,585 | $413.7K | 0.00% | +722+83.7% | Added |
| Capital Investment Advisors, LLC | 1,585 | $413.8K | 0.01% | −923−36.8% | Reduced |
| Triad Wealth Partners, LLC | 1,301 | $414.3K | 0.02% | +423+48.2% | Added |
| MONECO Advisors, LLC | 1,599 | $417.2K | 0.03% | +738+85.7% | Added |
| Fidelis Capital Partners, LLC | 1,603 | $418.4K | 0.02% | −80−4.8% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,606 | $419.2K | 0.03% | +1,006+167.7% | Added |
| Centennial Wealth Advisory LLC | 1,606 | $419.2K | 0.09% | +917+133.1% | Added |
| Zhang Financial LLC | 1,611 | $420.6K | 0.01% | −222−12.1% | Reduced |
| BTC Capital Management, Inc. | 1,617 | $421.3K | 0.03% | −18,176−91.8% | Reduced |
| CVFG LLC | 1,616 | $421.8K | 0.04% | −148−8.4% | Reduced |
| Evolve Private Wealth, LLC | 1,617 | $422.0K | 0.03% | −497−23.5% | Reduced |
| R Squared Ltd | 1,618 | $422.3K | 0.22% | +1,618 | New |
| Red Spruce Capital, LLC | 1,621 | $423.1K | 0.15% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 1,728 | $424.4K | 0.00% | −1,595−48.0% | Reduced |
| American National Bank | 1,627 | $424.6K | 0.04% | −14,834−90.1% | Reduced |
| Level Four Advisory Services, LLC | 1,629 | $425.3K | 0.01% | −564−25.7% | Reduced |
| WBH Advisory Inc | 1,631 | $425.7K | 0.03% | 00.0% | Unchanged |
| Cullinan Associates Inc | 1,635 | $426.7K | 0.03% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,637 | $427.4K | 0.10% | −1,825−52.7% | Reduced |
| SmartHarvest Portfolios, LLC | 1,644 | $429.1K | 0.14% | +750+83.9% | Added |
| Account Management LLC | 1,645 | $429.3K | 0.43% | −100−5.7% | Reduced |
| Hardy Reed LLC | 1,646 | $429.6K | 0.03% | −97−5.6% | Reduced |
| Caisse des Depots Et Consignations | 1,649 | $430.4K | 0.01% | −5,591−77.2% | Reduced |
| Dynasty Wealth Management, LLC | 1,649 | $430.4K | 0.00% | +1,649 | New |
| Great Diamond Partners, LLC | 1,650 | $430.6K | 0.07% | −39−2.3% | Reduced |
| Everest Management Corp. | 1,652 | $431.2K | 0.16% | +13+0.8% | Added |
| McAdam, LLC | 1,675 | $437.1K | 0.02% | +968+136.9% | Added |
| United Bank | 1,675 | $437.2K | 0.13% | −430−20.4% | Reduced |
| Pacific Point Advisors, LLC | 1,676 | $437.4K | 0.20% | −3,720−68.9% | Reduced |
| HBW Advisory Services LLC | 1,690 | $441.2K | 0.04% | +563+50.0% | Added |
| Hilltop Holdings Inc. | 1,691 | $441.4K | 0.04% | −264−13.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,694 | $442.1K | 0.05% | +1,694 | New |
| Summit Financial, LLC | 1,704 | $444.8K | 0.00% | −315−15.6% | Reduced |
| Belpointe Asset Management LLC | 1,705 | $445.1K | 0.01% | −1,629−48.9% | Reduced |
| Sagewood Asset Management LP | 1,710 | $446.3K | 0.10% | +1,240+263.8% | Added |
| Banco Santander, S.A. | 1,712 | $446.8K | 0.00% | −5,675−76.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,718 | $448.4K | 0.07% | +46+2.8% | Added |
| Cove Private Wealth, LLC | 1,725 | $450.2K | 0.09% | −15−0.9% | Reduced |
| Helium Advisors LLC | 1,725 | $450.3K | 0.37% | +1,725 | New |
| Duncker Streett & Co Inc | 1,730 | $451.5K | 0.08% | −302−14.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,745 | $455.3K | 0.02% | −5,240−75.0% | Reduced |
| Ulland Investment Advisors, LLC | 1,756 | $458.0K | 0.34% | +950+117.9% | Added |
| Paradigm Financial Partners, LLC | 1,761 | $459.6K | 0.04% | +355+25.2% | Added |
| Kera Capital Partners, Inc. | 1,763 | $460.1K | 0.04% | +271+18.2% | Added |
| Essex Investment Management Co LLC | 1,767 | $461.2K | 0.06% | −448−20.2% | Reduced |
| Boston Family Office LLC | 1,773 | $463.0K | 0.03% | −658−27.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 1,774 | $463.0K | 0.12% | −114−6.0% | Reduced |
| 71 West Capital Partners | 1,774 | $463.0K | 0.02% | +536+43.3% | Added |
| Sage Private Wealth Group, LLC | 1,775 | $463.2K | 0.21% | +710+66.7% | Added |
| Vance Wealth, Inc. | 1,787 | $466.4K | 0.11% | +543+43.6% | Added |
| LifeGoal Wealth Advisors | 1,802 | $470.3K | 0.22% | +12+0.7% | Added |
| VestGen Advisors, LLC | 1,803 | $470.6K | 0.01% | +829+85.1% | Added |
| Sowell Financial Services LLC | 1,812 | $472.9K | 0.02% | −293−13.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,813 | $473.3K | 0.05% | −2,353−56.5% | Reduced |