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
- +4.09M (+1.7%) vs. Q1 2026
- Total value
- $63.6B
- −$39.7B (−38.4%) vs. Q1 2026
- New holders
- 191
- 610 more added
- Sold out
- 430
- 805 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 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 2,576 | $672.4K | 0.18% | −8−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,598 | $678.2K | 0.01% | −2,767−51.6% | Reduced |
| Clean Yield Group | 2,609 | $680.9K | 0.17% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,614 | $682.3K | 0.17% | −154−5.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,620 | $683.8K | 0.03% | +341+15.0% | Added |
| Inscription Capital, LLC | 2,620 | $683.8K | 0.06% | +613+30.5% | Added |
| TCG Advisory Services, LLC | 2,623 | $684.6K | 0.01% | +875+50.1% | Added |
| Berger Financial Group, Inc | 2,634 | $687.4K | 0.04% | −12,986−83.1% | Reduced |
| First Bank & Trust | 2,636 | $688.0K | 0.10% | −1,228−31.8% | Reduced |
| Silicon Valley Capital Partners | 2,636 | $688.1K | 0.06% | +7+0.3% | Added |
| Citizens & Northern Corp | 2,664 | $695.3K | 0.16% | +43+1.6% | Added |
| Congress Park Capital LLC | 2,665 | $695.6K | 0.19% | +1,245+87.7% | Added |
| Moneta Group Investment Advisors LLC | 2,692 | $702.7K | 0.01% | −37−1.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,711 | $707.6K | 0.08% | −263−8.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $715.1K | 0.06% | 00.0% | Unchanged |
| Rare Wolf Capital LLC | 2,747 | $717.0K | 0.46% | +1,382+101.2% | Added |
| McKinley Carter Wealth Services, Inc. | 2,765 | $721.6K | 0.04% | −14,210−83.7% | Reduced |
| United Asset Strategies, Inc. | 2,785 | $726.9K | 0.05% | +764+37.8% | Added |
| Arkadios Wealth Advisors | 2,792 | $728.9K | 0.01% | +661+31.0% | Added |
| Applied Capital LLC | 2,811 | $733.7K | 0.49% | +1,207+75.2% | Added |
| Proficio Capital Partners LLC | 2,814 | $734.3K | 0.03% | +2,330+481.4% | Added |
| Ridgewood Investments LLC | 2,820 | $736.0K | 0.28% | +798+39.5% | Added |
| Abacus Planning Group, Inc. | 2,833 | $739.4K | 0.09% | −43−1.5% | Reduced |
| Precedent Wealth Partners, LLC | 2,858 | $745.9K | 0.12% | −4−0.1% | Reduced |
| Syon Capital LLC | 2,858 | $746.0K | 0.03% | −1,251−30.4% | Reduced |
| Calamos Wealth Management LLC | 2,858 | $746.0K | 0.02% | −20,054−87.5% | Reduced |
| Baader Bank INC | 2,866 | $748.0K | 0.06% | +2,328+432.7% | Added |
| Scratch Capital LLC | 2,887 | $753.5K | 0.37% | −95−3.2% | Reduced |
| Hudson Bay Capital Management LP | 2,920 | $762.1K | 0.00% | +2,920 | New |
| OpenArc Corporate Advisory, LLC | 2,936 | $766.4K | 0.01% | −12,319−80.8% | Reduced |
| Outfitter Financial LLC | 2,942 | $767.9K | 0.54% | −40−1.3% | Reduced |
| MV Capital Management, Inc. | 2,949 | $769.7K | 0.07% | −1,887−39.0% | Reduced |
| Exchange Traded Concepts, LLC | 2,950 | $770.0K | 0.00% | −31,334−91.4% | Reduced |
| Richard W. Paul & Associates, LLC | 2,953 | $770.8K | 0.24% | +1,164+65.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,746 | $772.1K | 0.01% | −851−23.7% | Reduced |
| Elevated Capital Advisors, LLC | 2,959 | $772.2K | 0.21% | −733−19.9% | Reduced |
| Premier Path Wealth Partners, LLC | 2,972 | $775.8K | 0.09% | −227−7.1% | Reduced |
| HBK Sorce Advisory LLC | 2,373 | $778.4K | 0.02% | −389−14.1% | Reduced |
| Sylvest Advisors, LLC | 2,997 | $782.2K | 0.35% | +2,997 | New |
| EFG International AG | 3,011 | $785.8K | 0.01% | −2,997−49.9% | Reduced |
| Sagespring Wealth Partners, LLC | 3,041 | $793.6K | 0.01% | −1,024−25.2% | Reduced |
| Trust Asset Management LLC | 3,060 | $798.7K | 0.05% | −48−1.5% | Reduced |
| Permanens Capital L.P. | 3,116 | $813.3K | 0.08% | +865+38.4% | Added |
| Penobscot Investment Management Company, Inc. | 3,125 | $815.6K | 0.06% | −11,716−78.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 1,889 | $816.8K | 0.51% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,146 | $821.1K | 0.05% | −1,095−25.8% | Reduced |
| Ibex Investors LLC | 3,150 | $822.1K | 0.42% | +2,650+530.0% | Added |
| Checchi Capital Advisers, LLC | 3,159 | $824.5K | 0.05% | −607−16.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,160 | $824.8K | 0.01% | −12,863−80.3% | Reduced |
| Lafayette Investments, Inc. | 3,164 | $825.8K | 0.15% | +798+33.7% | Added |
| Ellis Investment Partners, LLC | 3,188 | $832.1K | 0.13% | −20−0.6% | Reduced |
| Tribridge Partners Financial LLC | 2,749 | $835.4K | 0.33% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,207 | $837.0K | 0.01% | −2,044−38.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,220 | $840.4K | 0.32% | +26+0.8% | Added |
| Callahan Advisors, LLC | 3,230 | $843.0K | 0.06% | −10,420−76.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,236 | $844.5K | 0.04% | −16,957−84.0% | Reduced |
| Private Advisor Group, LLC | 3,261 | $851.1K | 0.00% | −5,498−62.8% | Reduced |
| Winton Group Ltd | 3,280 | $856.1K | 0.03% | −20,243−86.1% | Reduced |
| Positano Wealth Management Ltd | 3,285 | $857.4K | 0.46% | +1,556+90.0% | Added |
| Walleye Trading LLC | 3,296 | $860.3K | 0.01% | +3,296 | New |
| Harrington Investments, INC | 3,316 | $865.4K | 0.42% | −34−1.0% | Reduced |
| Elmwood Wealth Management, Inc. | 3,328 | $868.6K | 0.22% | +6+0.2% | Added |
| Fairfield, Bush & Co. | 3,336 | $870.8K | 0.43% | +75+2.3% | Added |
| Capstone Capital Management Ltd | 3,339 | $871.5K | 0.39% | +3,339 | New |
| Money Concepts Capital Corp | 3,360 | $877.1K | 0.04% | +1,343+66.6% | Added |
| BKD Wealth Advisors, LLC | 3,363 | $877.8K | 0.01% | −126−3.6% | Reduced |
| New Age Alpha Advisors, LLC | 3,369 | $879.3K | 0.04% | +2,811+503.8% | Added |
| Valley National Advisers Inc | 3,381 | $882.4K | 0.10% | +254+8.1% | Added |
| Carderock Capital Management Inc | 3,407 | $889.2K | 0.20% | −12,165−78.1% | Reduced |
| AXS Investments LLC | 3,418 | $892.1K | 0.25% | −14−0.4% | Reduced |
| City Holding Co | 3,446 | $899.4K | 0.10% | −1,411−29.1% | Reduced |
| Spears Abacus Advisors LLC | 3,447 | $899.7K | 0.02% | −88−2.5% | Reduced |
| Liberty Wealth Management LLC | 2,090 | $903.7K | 0.11% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 3,404 | $906.4K | 0.10% | +1,038+43.9% | Added |
| Sendero Wealth Management, LLC | 3,476 | $907.2K | 0.09% | −8,369−70.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 3,479 | $908.0K | 0.04% | −901−20.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 3,484 | $909.3K | 0.05% | −4,448−56.1% | Reduced |
| Cypress Advisory Group LLC | 3,487 | $910.1K | 0.71% | −100−2.8% | Reduced |
| S.A. Mason LLC | 3,514 | $917.2K | 0.28% | −1,603−31.3% | Reduced |
| Savant Capital, LLC | 3,249 | $917.5K | 0.00% | −364−10.1% | Reduced |
| Midwest Trust Co | 3,562 | $929.7K | 0.01% | −10,066−73.9% | Reduced |
| Ledyard National Bank | 3,569 | $931.5K | 0.07% | −56−1.5% | Reduced |
| Roundview Capital LLC | 3,575 | $933.1K | 0.05% | −239−6.3% | Reduced |
| Hillsdale Investment Management Inc. | 3,590 | $937.0K | 0.02% | +328+10.1% | Added |
| Intesa Sanpaolo S.p.A. | 3,633 | $948.2K | 0.03% | +1,311+56.5% | Added |
| Ascent Group, LLC | 3,633 | $948.2K | 0.03% | +133+3.8% | Added |
| AlphaGrep UK Ltd | 3,640 | $950.0K | 0.29% | +3,640 | New |
| Ocean Capital Management, LLC | 3,654 | $953.7K | 0.18% | −726−16.6% | Reduced |
| Krilogy Financial LLC | 3,669 | $957.7K | 0.03% | +90+2.5% | Added |
| Citizens National Bank Trust Department | 3,684 | $961.5K | 0.14% | +108+3.0% | Added |
| Sig Brokerage, LP | 3,713 | $969.1K | 0.15% | +3,713 | New |
| Ritholtz Wealth Management | 3,719 | $970.6K | 0.01% | −1,343−26.5% | Reduced |
| Correct Capital Wealth Management | 3,731 | $973.7K | 0.17% | +1,108+42.2% | Added |
| Point Nemo Capital, LLC | 3,732 | $974.1K | 0.49% | +3,732 | New |
| Howard Hughes Medical Institute | 3,794 | $990.2K | 0.22% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,811 | $994.7K | 0.06% | +3,811 | New |
| Inlet Private Wealth, LLC | 3,820 | $997.0K | 0.24% | 00.0% | Unchanged |
| Waycross Investment Management Co | 3,885 | $1.01M | 0.77% | +2,635+210.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,934 | $1.03M | 0.02% | −2,023−34.0% | Reduced |
| CenterBook Partners LP | 3,936 | $1.03M | 0.05% | +3,936 | New |