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 |
|---|---|---|---|---|---|
| Callahan Advisors, LLC | 3,230 | $843.0K | 0.06% | −10,420−76.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 3,220 | $840.4K | 0.32% | +26+0.8% | Added |
| Prospera Financial Services Inc | 3,207 | $837.0K | 0.01% | −2,044−38.9% | Reduced |
| Tribridge Partners Financial LLC | 2,749 | $835.4K | 0.33% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,188 | $832.1K | 0.13% | −20−0.6% | Reduced |
| Lafayette Investments, Inc. | 3,164 | $825.8K | 0.15% | +798+33.7% | Added |
| Douglass Winthrop Advisors, LLC | 3,160 | $824.8K | 0.01% | −12,863−80.3% | Reduced |
| Checchi Capital Advisers, LLC | 3,159 | $824.5K | 0.05% | −607−16.1% | Reduced |
| Ibex Investors LLC | 3,150 | $822.1K | 0.42% | +2,650+530.0% | Added |
| Avestar Capital, LLC | 3,146 | $821.1K | 0.05% | −1,095−25.8% | Reduced |
| Papamarkou Wellner Asset Management inc. | 1,889 | $816.8K | 0.51% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 3,125 | $815.6K | 0.06% | −11,716−78.9% | Reduced |
| Permanens Capital L.P. | 3,116 | $813.3K | 0.08% | +865+38.4% | Added |
| Trust Asset Management LLC | 3,060 | $798.7K | 0.05% | −48−1.5% | Reduced |
| Sagespring Wealth Partners, LLC | 3,041 | $793.6K | 0.01% | −1,024−25.2% | Reduced |
| EFG International AG | 3,011 | $785.8K | 0.01% | −2,997−49.9% | Reduced |
| Sylvest Advisors, LLC | 2,997 | $782.2K | 0.35% | +2,997 | New |
| HBK Sorce Advisory LLC | 2,373 | $778.4K | 0.02% | −389−14.1% | Reduced |
| Premier Path Wealth Partners, LLC | 2,972 | $775.8K | 0.09% | −227−7.1% | Reduced |
| Elevated Capital Advisors, LLC | 2,959 | $772.2K | 0.21% | −733−19.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,746 | $772.1K | 0.01% | −851−23.7% | Reduced |
| Richard W. Paul & Associates, LLC | 2,953 | $770.8K | 0.24% | +1,164+65.1% | Added |
| Exchange Traded Concepts, LLC | 2,950 | $770.0K | 0.00% | −31,334−91.4% | Reduced |
| MV Capital Management, Inc. | 2,949 | $769.7K | 0.07% | −1,887−39.0% | Reduced |
| Outfitter Financial LLC | 2,942 | $767.9K | 0.54% | −40−1.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 2,936 | $766.4K | 0.01% | −12,319−80.8% | Reduced |
| Hudson Bay Capital Management LP | 2,920 | $762.1K | 0.00% | +2,920 | New |
| Scratch Capital LLC | 2,887 | $753.5K | 0.37% | −95−3.2% | Reduced |
| Baader Bank INC | 2,866 | $748.0K | 0.06% | +2,328+432.7% | Added |
| Calamos Wealth Management LLC | 2,858 | $746.0K | 0.02% | −20,054−87.5% | Reduced |
| Syon Capital LLC | 2,858 | $746.0K | 0.03% | −1,251−30.4% | Reduced |
| Precedent Wealth Partners, LLC | 2,858 | $745.9K | 0.12% | −4−0.1% | Reduced |
| Abacus Planning Group, Inc. | 2,833 | $739.4K | 0.09% | −43−1.5% | Reduced |
| Ridgewood Investments LLC | 2,820 | $736.0K | 0.28% | +798+39.5% | Added |
| Proficio Capital Partners LLC | 2,814 | $734.3K | 0.03% | +2,330+481.4% | Added |
| Applied Capital LLC | 2,811 | $733.7K | 0.49% | +1,207+75.2% | Added |
| Arkadios Wealth Advisors | 2,792 | $728.9K | 0.01% | +661+31.0% | Added |
| United Asset Strategies, Inc. | 2,785 | $726.9K | 0.05% | +764+37.8% | Added |
| McKinley Carter Wealth Services, Inc. | 2,765 | $721.6K | 0.04% | −14,210−83.7% | Reduced |
| Rare Wolf Capital LLC | 2,747 | $717.0K | 0.46% | +1,382+101.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,740 | $715.1K | 0.06% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 2,711 | $707.6K | 0.08% | −263−8.8% | Reduced |
| Moneta Group Investment Advisors LLC | 2,692 | $702.7K | 0.01% | −37−1.4% | Reduced |
| Congress Park Capital LLC | 2,665 | $695.6K | 0.19% | +1,245+87.7% | Added |
| Citizens & Northern Corp | 2,664 | $695.3K | 0.16% | +43+1.6% | Added |
| Silicon Valley Capital Partners | 2,636 | $688.1K | 0.06% | +7+0.3% | Added |
| First Bank & Trust | 2,636 | $688.0K | 0.10% | −1,228−31.8% | Reduced |
| Berger Financial Group, Inc | 2,634 | $687.4K | 0.04% | −12,986−83.1% | Reduced |
| TCG Advisory Services, LLC | 2,623 | $684.6K | 0.01% | +875+50.1% | Added |
| Inscription Capital, LLC | 2,620 | $683.8K | 0.06% | +613+30.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,620 | $683.8K | 0.03% | +341+15.0% | Added |
| Stiles Financial Services Inc | 2,614 | $682.3K | 0.17% | −154−5.6% | Reduced |
| Clean Yield Group | 2,609 | $680.9K | 0.17% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,598 | $678.2K | 0.01% | −2,767−51.6% | Reduced |
| Family Legacy, Inc. | 2,576 | $672.4K | 0.18% | −8−0.3% | Reduced |
| Qtron Investments LLC | 2,575 | $672.1K | 0.09% | −330−11.4% | Reduced |
| Cigna Investments Inc | 2,563 | $669.0K | 0.09% | −45−1.7% | Reduced |
| Venturi Wealth Management, LLC | 2,544 | $663.8K | 0.03% | −692−21.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 2,535 | $661.6K | 0.10% | −2,299−47.6% | Reduced |
| Saturna Capital CORP | 2,525 | $659.0K | 0.01% | −43−1.7% | Reduced |
| Western Wealth Management, LLC | 2,518 | $657.2K | 0.02% | −383−13.2% | Reduced |
| Miracle Mile Advisors, LLC | 2,518 | $657.1K | 0.01% | −3,588−58.8% | Reduced |
| Old National Bancorp | 2,512 | $655.6K | 0.01% | −392−13.5% | Reduced |
| Aigen Investment Management, LP | 2,509 | $654.8K | 0.18% | +1,613+180.0% | Added |
| denkapparat Operations GmbH | 2,500 | $652.5K | 0.21% | +2,500 | New |
| Avantax Planning Partners, Inc. | 2,498 | $651.9K | 0.02% | +268+12.0% | Added |
| BlackDiamond Wealth Management Inc. | 1,938 | $648.1K | 0.26% | +1,420+274.1% | Added |
| Moss Adams Wealth Advisors LLC | 2,480 | $647.3K | 0.04% | −208−7.7% | Reduced |
| Larson Financial Group LLC | 2,477 | $646.4K | 0.02% | +1,126+83.3% | Added |
| Groupama Asset Managment | 2,435 | $644.1K | 0.01% | +4+0.2% | Added |
| Geneos Wealth Management Inc. | 2,467 | $643.8K | 0.01% | +1,895+331.3% | Added |
| Atomi Financial Group, Inc. | 2,457 | $641.4K | 0.02% | −1,624−39.8% | Reduced |
| Keel Point, LLC | 2,456 | $641.0K | 0.04% | +1,701+225.3% | Added |
| Roberts Glore & Co Inc | 2,441 | $637.1K | 0.16% | −14−0.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 2,413 | $629.8K | 0.51% | −1,169−32.6% | Reduced |
| Verde Capital Management | 2,404 | $627.6K | 0.12% | +252+11.7% | Added |
| Personal Cfo Solutions, LLC | 2,405 | $627.6K | 0.09% | −700−22.5% | Reduced |
| Gemmer Asset Management LLC | 2,392 | $624.3K | 0.04% | −212−8.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,385 | $622.5K | 0.02% | −201−7.8% | Reduced |
| DF Dent & Co Inc | 2,382 | $621.6K | 0.01% | −5,315−69.1% | Reduced |
| LVZ Advisors, Inc. | 2,378 | $620.5K | 0.06% | +1,585+199.9% | Added |
| Cambria Investment Management, L.P. | 2,374 | $619.6K | 0.03% | +1,097+85.9% | Added |
| Ostrum Asset Management | 2,365 | $617.3K | 0.03% | −1,973−45.5% | Reduced |
| Peak Asset Management, LLC | 2,351 | $613.6K | 0.09% | 00.0% | Unchanged |
| Churchill Financial Advisors, LLC | 2,346 | $612.3K | 0.12% | −50−2.1% | Reduced |
| Angeles Wealth Management, LLC | 2,345 | $612.1K | 0.03% | +1,001+74.5% | Added |
| NorthRock Partners, LLC | 2,342 | $611.3K | 0.01% | −189−7.5% | Reduced |
| Equitable Trust Co | 2,332 | $608.7K | 0.03% | −4,839−67.5% | Reduced |
| Mutual Advisors, LLC | 2,330 | $608.2K | 0.01% | +357+18.1% | Added |
| 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 |
| Baer Investment Advisory LLC | 2,239 | $598.0K | 0.73% | −2,605−53.8% | Reduced |
| Choate Investment Advisors | 2,279 | $594.8K | 0.01% | −283−11.0% | Reduced |
| Fulton Bank, N.A. | 2,277 | $594.3K | 0.02% | −1,513−39.9% | Reduced |
| EntryPoint Capital, LLC | 2,261 | $590.1K | 0.14% | +2,261 | New |
| Jacobson & Schmitt Advisors, LLC | 2,260 | $589.9K | 0.10% | −44−1.9% | Reduced |
| Evanson Financial, LLC | 2,253 | $588.0K | 0.03% | +2,253 | New |
| Chesley Taft & Associates LLC | 2,252 | $587.8K | 0.02% | +673+42.6% | Added |
| Kennon-Green & Company, LLC | 2,225 | $580.7K | 0.45% | +509+29.7% | Added |
| Gryphon Financial Partners LLC | 2,219 | $579.1K | 0.05% | −14−0.6% | Reduced |