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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 2,216 | $578.3K | 0.01% | −2,095−48.6% | Reduced |
| West Family Investments, Inc. | 2,211 | $577.1K | 0.17% | +1,073+94.3% | Added |
| Capital & Planning, LLC | 2,207 | $576.2K | 0.30% | −89−3.9% | Reduced |
| Modera Wealth Management, LLC | 2,196 | $573.2K | 0.01% | −41−1.8% | Reduced |
| Goelzer Investment Management, Inc. | 2,189 | $571.3K | 0.02% | −174−7.4% | Reduced |
| HighPoint Advisor Group LLC | 2,169 | $566.1K | 0.02% | +2,169 | New |
| Snowden Capital Advisors LLC | 2,150 | $561.1K | 0.01% | −5,421−71.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 2,143 | $559.3K | 0.02% | −23−1.1% | Reduced |
| Prota Financial, LLC | 2,087 | $557.4K | 0.37% | +656+45.8% | Added |
| Crew Capital Management, Ltd. | 2,133 | $556.6K | 0.30% | +536+33.6% | Added |
| Birch Hill Investment Advisors LLC | 2,115 | $552.0K | 0.02% | −14,884−87.6% | Reduced |
| Canal Capital Management, LLC | 2,093 | $546.1K | 0.07% | −10,652−83.6% | Reduced |
| Balentine LLC | 2,087 | $544.7K | 0.02% | +323+18.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,077 | $542.1K | 0.01% | −226−9.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,070 | $540.3K | 0.13% | −120−5.5% | Reduced |
| We Are One Seven, LLC | 2,064 | $538.6K | 0.01% | −202−8.9% | Reduced |
| SBI Securities Co., Ltd. | 2,061 | $537.9K | 0.01% | +733+55.2% | Added |
| Naviter Wealth, LLC | 2,060 | $537.6K | 0.05% | −830−28.7% | Reduced |
| Stock Yards Bank & Trust Co | 2,053 | $535.8K | 0.02% | −1,020−33.2% | Reduced |
| Victory Financial Group, LLC | 2,050 | $535.0K | 0.06% | +21+1.0% | Added |
| Mirador Capital Partners LP | 2,023 | $528.0K | 0.06% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,019 | $526.9K | 0.09% | +719+55.3% | Added |
| Eads & Heald Wealth Management | 2,011 | $524.9K | 0.26% | −707−26.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,007 | $523.8K | 0.02% | −43−2.1% | Reduced |
| BSW Wealth Partners | 2,002 | $522.4K | 0.06% | +191+10.5% | Added |
| RiverPark Advisors, LLC | 2,001 | $522.3K | 0.24% | 00.0% | Unchanged |
| Excelsior Advisor Network LLC | 1,997 | $521.2K | 0.07% | +1,997 | New |
| Zions Bancorporation, National Association | 1,982 | $517.3K | 0.03% | −4,704−70.4% | Reduced |
| TownSquare Capital, LLC | 1,981 | $517.1K | 0.10% | +632+46.8% | Added |
| Blueshift Asset Management, LLC | 1,978 | $516.3K | 0.12% | +1,098+124.8% | Added |
| Magnetar Financial LLC | 1,977 | $516.0K | 0.00% | +1,095+124.1% | 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 |
| 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 |
| Aviso Financial Inc. | 1,963 | $512.3K | 0.02% | +251+14.7% | Added |
| Oslo Pensjonsforsikring AS | 1,955 | $510.3K | 0.06% | +532+37.4% | Added |
| Thoroughbred Financial Services, LLC | 1,951 | $509.0K | 0.02% | −206−9.6% | Reduced |
| First Citizens Bank & Trust Co | 1,932 | $504.3K | 0.01% | −613−24.1% | Reduced |
| Malaga Cove Capital, LLC | 1,918 | $500.6K | 0.16% | +185+10.7% | Added |
| Destination Wealth Management | 1,915 | $499.9K | 0.01% | +186+10.8% | Added |
| Sumitomo Life Insurance Co | 1,907 | $497.7K | 0.01% | −5,063−72.6% | Reduced |
| WoodTrust Financial Corp | 1,895 | $495.0K | 0.06% | +1,895 | New |
| Ramirez Asset Management, Inc. | 1,882 | $491.2K | 0.05% | −1−0.1% | Reduced |
| RMB Capital Management, LLC | 1,876 | $489.6K | 0.01% | −6,422−77.4% | Reduced |
| ICW Investment Advisors LLC | 1,868 | $487.6K | 0.17% | +28+1.5% | Added |
| London & Capital Asset Management Ltd | 1,867 | $487.2K | 0.00% | −16,806−90.0% | Reduced |
| Barr E S & Co | 1,859 | $485.2K | 0.03% | −599−24.4% | Reduced |
| Rothschild Investment LLC | 1,856 | $484.4K | 0.02% | +86+4.9% | Added |
| Old Port Advisors | 1,843 | $481.0K | 0.09% | −110−5.6% | Reduced |
| J.W. Cole Advisors, Inc. | 1,827 | $476.8K | 0.01% | +1,827 | New |
| Broyhill Asset Management | 1,824 | $476.1K | 0.42% | +1,824 | New |
| Sovran Advisors, LLC | 1,520 | $475.9K | 0.04% | +34+2.3% | Added |
| RFG Advisory, LLC | 1,816 | $473.9K | 0.01% | −107−5.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,813 | $473.3K | 0.05% | −2,353−56.5% | Reduced |
| Sowell Financial Services LLC | 1,812 | $472.9K | 0.02% | −293−13.9% | Reduced |
| VestGen Advisors, LLC | 1,803 | $470.6K | 0.01% | +829+85.1% | Added |
| LifeGoal Wealth Advisors | 1,802 | $470.3K | 0.22% | +12+0.7% | Added |
| Vance Wealth, Inc. | 1,787 | $466.4K | 0.11% | +543+43.6% | Added |
| Sage Private Wealth Group, LLC | 1,775 | $463.2K | 0.21% | +710+66.7% | Added |
| 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 |
| Boston Family Office LLC | 1,773 | $463.0K | 0.03% | −658−27.1% | Reduced |
| Essex Investment Management Co LLC | 1,767 | $461.2K | 0.06% | −448−20.2% | Reduced |
| Kera Capital Partners, Inc. | 1,763 | $460.1K | 0.04% | +271+18.2% | Added |
| Paradigm Financial Partners, LLC | 1,761 | $459.6K | 0.04% | +355+25.2% | Added |
| Ulland Investment Advisors, LLC | 1,756 | $458.0K | 0.34% | +950+117.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,745 | $455.3K | 0.02% | −5,240−75.0% | Reduced |
| Duncker Streett & Co Inc | 1,730 | $451.5K | 0.08% | −302−14.9% | Reduced |
| Helium Advisors LLC | 1,725 | $450.3K | 0.37% | +1,725 | New |
| Cove Private Wealth, LLC | 1,725 | $450.2K | 0.09% | −15−0.9% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,718 | $448.4K | 0.07% | +46+2.8% | Added |
| Banco Santander, S.A. | 1,712 | $446.8K | 0.00% | −5,675−76.8% | Reduced |
| Sagewood Asset Management LP | 1,710 | $446.3K | 0.10% | +1,240+263.8% | Added |
| Belpointe Asset Management LLC | 1,705 | $445.1K | 0.01% | −1,629−48.9% | Reduced |
| Summit Financial, LLC | 1,704 | $444.8K | 0.00% | −315−15.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,694 | $442.1K | 0.05% | +1,694 | New |
| Hilltop Holdings Inc. | 1,691 | $441.4K | 0.04% | −264−13.5% | Reduced |
| HBW Advisory Services LLC | 1,690 | $441.2K | 0.04% | +563+50.0% | Added |
| Pacific Point Advisors, LLC | 1,676 | $437.4K | 0.20% | −3,720−68.9% | Reduced |
| United Bank | 1,675 | $437.2K | 0.13% | −430−20.4% | Reduced |
| McAdam, LLC | 1,675 | $437.1K | 0.02% | +968+136.9% | Added |
| Everest Management Corp. | 1,652 | $431.2K | 0.16% | +13+0.8% | Added |
| Great Diamond Partners, LLC | 1,650 | $430.6K | 0.07% | −39−2.3% | Reduced |
| Dynasty Wealth Management, LLC | 1,649 | $430.4K | 0.00% | +1,649 | New |
| Caisse des Depots Et Consignations | 1,649 | $430.4K | 0.01% | −5,591−77.2% | Reduced |
| Hardy Reed LLC | 1,646 | $429.6K | 0.03% | −97−5.6% | Reduced |
| Account Management LLC | 1,645 | $429.3K | 0.43% | −100−5.7% | Reduced |
| SmartHarvest Portfolios, LLC | 1,644 | $429.1K | 0.14% | +750+83.9% | Added |
| Empirical Asset Management, LLC | 1,637 | $427.4K | 0.10% | −1,825−52.7% | Reduced |
| Cullinan Associates Inc | 1,635 | $426.7K | 0.03% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,631 | $425.7K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,629 | $425.3K | 0.01% | −564−25.7% | Reduced |
| American National Bank | 1,627 | $424.6K | 0.04% | −14,834−90.1% | Reduced |
| Ofi Invest Asset Management | 1,728 | $424.4K | 0.00% | −1,595−48.0% | Reduced |
| Red Spruce Capital, LLC | 1,621 | $423.1K | 0.15% | 00.0% | Unchanged |
| R Squared Ltd | 1,618 | $422.3K | 0.22% | +1,618 | New |
| Evolve Private Wealth, LLC | 1,617 | $422.0K | 0.03% | −497−23.5% | Reduced |
| CVFG LLC | 1,616 | $421.8K | 0.04% | −148−8.4% | Reduced |