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 |
|---|---|---|---|---|---|
| RFG Advisory, LLC | 1,816 | $473.9K | 0.01% | −107−5.6% | Reduced |
| Sovran Advisors, LLC | 1,520 | $475.9K | 0.04% | +34+2.3% | Added |
| Broyhill Asset Management | 1,824 | $476.1K | 0.42% | +1,824 | New |
| J.W. Cole Advisors, Inc. | 1,827 | $476.8K | 0.01% | +1,827 | New |
| Old Port Advisors | 1,843 | $481.0K | 0.09% | −110−5.6% | Reduced |
| Rothschild Investment LLC | 1,856 | $484.4K | 0.02% | +86+4.9% | Added |
| Barr E S & Co | 1,859 | $485.2K | 0.03% | −599−24.4% | Reduced |
| London & Capital Asset Management Ltd | 1,867 | $487.2K | 0.00% | −16,806−90.0% | Reduced |
| ICW Investment Advisors LLC | 1,868 | $487.6K | 0.17% | +28+1.5% | Added |
| RMB Capital Management, LLC | 1,876 | $489.6K | 0.01% | −6,422−77.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,882 | $491.2K | 0.05% | −1−0.1% | Reduced |
| WoodTrust Financial Corp | 1,895 | $495.0K | 0.06% | +1,895 | New |
| Sumitomo Life Insurance Co | 1,907 | $497.7K | 0.01% | −5,063−72.6% | Reduced |
| Destination Wealth Management | 1,915 | $499.9K | 0.01% | +186+10.8% | Added |
| Malaga Cove Capital, LLC | 1,918 | $500.6K | 0.16% | +185+10.7% | Added |
| First Citizens Bank & Trust Co | 1,932 | $504.3K | 0.01% | −613−24.1% | Reduced |
| Thoroughbred Financial Services, LLC | 1,951 | $509.0K | 0.02% | −206−9.6% | Reduced |
| Oslo Pensjonsforsikring AS | 1,955 | $510.3K | 0.06% | +532+37.4% | Added |
| Aviso Financial Inc. | 1,963 | $512.3K | 0.02% | +251+14.7% | Added |
| Valmark Advisers, Inc. | 1,967 | $513.4K | 0.01% | −1,264−39.1% | Reduced |
| GTS Securities LLC | 1,967 | $513.4K | 0.01% | +4+0.2% | Added |
| Novare Capital Management LLC | 1,970 | $514.2K | 0.04% | −166−7.8% | Reduced |
| Laurion Capital Management LP | 1,970 | $514.2K | 0.04% | +1,970 | New |
| Science & Technology Partners, L.P. | 1,970 | $514.2K | 0.09% | +1,970 | New |
| Magnetar Financial LLC | 1,977 | $516.0K | 0.00% | +1,095+124.1% | Added |
| Blueshift Asset Management, LLC | 1,978 | $516.3K | 0.12% | +1,098+124.8% | Added |
| TownSquare Capital, LLC | 1,981 | $517.1K | 0.10% | +632+46.8% | Added |
| Zions Bancorporation, National Association | 1,982 | $517.3K | 0.03% | −4,704−70.4% | Reduced |
| Excelsior Advisor Network LLC | 1,997 | $521.2K | 0.07% | +1,997 | New |
| RiverPark Advisors, LLC | 2,001 | $522.3K | 0.24% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,002 | $522.4K | 0.06% | +191+10.5% | Added |
| EverSource Wealth Advisors, LLC | 2,007 | $523.8K | 0.02% | −43−2.1% | Reduced |
| Eads & Heald Wealth Management | 2,011 | $524.9K | 0.26% | −707−26.0% | Reduced |
| Childress Capital Advisors, LLC | 2,019 | $526.9K | 0.09% | +719+55.3% | Added |
| Mirador Capital Partners LP | 2,023 | $528.0K | 0.06% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,050 | $535.0K | 0.06% | +21+1.0% | Added |
| Stock Yards Bank & Trust Co | 2,053 | $535.8K | 0.02% | −1,020−33.2% | Reduced |
| Naviter Wealth, LLC | 2,060 | $537.6K | 0.05% | −830−28.7% | Reduced |
| SBI Securities Co., Ltd. | 2,061 | $537.9K | 0.01% | +733+55.2% | Added |
| We Are One Seven, LLC | 2,064 | $538.6K | 0.01% | −202−8.9% | Reduced |
| Accretive Wealth Partners, LLC | 2,070 | $540.3K | 0.13% | −120−5.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,077 | $542.1K | 0.01% | −226−9.8% | Reduced |
| Balentine LLC | 2,087 | $544.7K | 0.02% | +323+18.3% | Added |
| Canal Capital Management, LLC | 2,093 | $546.1K | 0.07% | −10,652−83.6% | Reduced |
| Birch Hill Investment Advisors LLC | 2,115 | $552.0K | 0.02% | −14,884−87.6% | Reduced |
| Crew Capital Management, Ltd. | 2,133 | $556.6K | 0.30% | +536+33.6% | Added |
| Prota Financial, LLC | 2,087 | $557.4K | 0.37% | +656+45.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 2,143 | $559.3K | 0.02% | −23−1.1% | Reduced |
| Snowden Capital Advisors LLC | 2,150 | $561.1K | 0.01% | −5,421−71.6% | Reduced |
| HighPoint Advisor Group LLC | 2,169 | $566.1K | 0.02% | +2,169 | New |
| Goelzer Investment Management, Inc. | 2,189 | $571.3K | 0.02% | −174−7.4% | Reduced |
| Modera Wealth Management, LLC | 2,196 | $573.2K | 0.01% | −41−1.8% | Reduced |
| Capital & Planning, LLC | 2,207 | $576.2K | 0.30% | −89−3.9% | Reduced |
| West Family Investments, Inc. | 2,211 | $577.1K | 0.17% | +1,073+94.3% | Added |
| Independent Advisor Alliance | 2,216 | $578.3K | 0.01% | −2,095−48.6% | Reduced |
| Gryphon Financial Partners LLC | 2,219 | $579.1K | 0.05% | −14−0.6% | Reduced |
| Kennon-Green & Company, LLC | 2,225 | $580.7K | 0.45% | +509+29.7% | Added |
| Chesley Taft & Associates LLC | 2,252 | $587.8K | 0.02% | +673+42.6% | Added |
| Evanson Financial, LLC | 2,253 | $588.0K | 0.03% | +2,253 | New |
| Jacobson & Schmitt Advisors, LLC | 2,260 | $589.9K | 0.10% | −44−1.9% | Reduced |
| EntryPoint Capital, LLC | 2,261 | $590.1K | 0.14% | +2,261 | New |
| Fulton Bank, N.A. | 2,277 | $594.3K | 0.02% | −1,513−39.9% | Reduced |
| Choate Investment Advisors | 2,279 | $594.8K | 0.01% | −283−11.0% | Reduced |
| Baer Investment Advisory LLC | 2,239 | $598.0K | 0.73% | −2,605−53.8% | Reduced |
| Frank, Rimerman Advisors LLC | 2,293 | $598.5K | 0.03% | −963−29.6% | Reduced |
| Scissortail Wealth Management, LLC | 2,293 | $598.5K | 0.12% | −347−13.1% | Reduced |
| Mutual Advisors, LLC | 2,330 | $608.2K | 0.01% | +357+18.1% | Added |
| Equitable Trust Co | 2,332 | $608.7K | 0.03% | −4,839−67.5% | Reduced |
| NorthRock Partners, LLC | 2,342 | $611.3K | 0.01% | −189−7.5% | Reduced |
| Angeles Wealth Management, LLC | 2,345 | $612.1K | 0.03% | +1,001+74.5% | Added |
| Churchill Financial Advisors, LLC | 2,346 | $612.3K | 0.12% | −50−2.1% | Reduced |
| Peak Asset Management, LLC | 2,351 | $613.6K | 0.09% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,365 | $617.3K | 0.03% | −1,973−45.5% | Reduced |
| Cambria Investment Management, L.P. | 2,374 | $619.6K | 0.03% | +1,097+85.9% | Added |
| LVZ Advisors, Inc. | 2,378 | $620.5K | 0.06% | +1,585+199.9% | Added |
| DF Dent & Co Inc | 2,382 | $621.6K | 0.01% | −5,315−69.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,385 | $622.5K | 0.02% | −201−7.8% | Reduced |
| Gemmer Asset Management LLC | 2,392 | $624.3K | 0.04% | −212−8.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,405 | $627.6K | 0.09% | −700−22.5% | Reduced |
| Verde Capital Management | 2,404 | $627.6K | 0.12% | +252+11.7% | Added |
| DB Fitzpatrick & Co, Inc | 2,413 | $629.8K | 0.51% | −1,169−32.6% | Reduced |
| Roberts Glore & Co Inc | 2,441 | $637.1K | 0.16% | −14−0.6% | Reduced |
| Keel Point, LLC | 2,456 | $641.0K | 0.04% | +1,701+225.3% | Added |
| Atomi Financial Group, Inc. | 2,457 | $641.4K | 0.02% | −1,624−39.8% | Reduced |
| Geneos Wealth Management Inc. | 2,467 | $643.8K | 0.01% | +1,895+331.3% | Added |
| Groupama Asset Managment | 2,435 | $644.1K | 0.01% | +4+0.2% | Added |
| Larson Financial Group LLC | 2,477 | $646.4K | 0.02% | +1,126+83.3% | Added |
| Moss Adams Wealth Advisors LLC | 2,480 | $647.3K | 0.04% | −208−7.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,938 | $648.1K | 0.26% | +1,420+274.1% | Added |
| Avantax Planning Partners, Inc. | 2,498 | $651.9K | 0.02% | +268+12.0% | Added |
| denkapparat Operations GmbH | 2,500 | $652.5K | 0.21% | +2,500 | New |
| Aigen Investment Management, LP | 2,509 | $654.8K | 0.18% | +1,613+180.0% | Added |
| Old National Bancorp | 2,512 | $655.6K | 0.01% | −392−13.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,518 | $657.1K | 0.01% | −3,588−58.8% | Reduced |
| Western Wealth Management, LLC | 2,518 | $657.2K | 0.02% | −383−13.2% | Reduced |
| Saturna Capital CORP | 2,525 | $659.0K | 0.01% | −43−1.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 2,535 | $661.6K | 0.10% | −2,299−47.6% | Reduced |
| Venturi Wealth Management, LLC | 2,544 | $663.8K | 0.03% | −692−21.4% | Reduced |
| Cigna Investments Inc | 2,563 | $669.0K | 0.09% | −45−1.7% | Reduced |
| Qtron Investments LLC | 2,575 | $672.1K | 0.09% | −330−11.4% | Reduced |