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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 1,617 | $421.3K | 0.03% | −18,176−91.8% | Reduced |
| Zhang Financial LLC | 1,611 | $420.6K | 0.01% | −222−12.1% | Reduced |
| Centennial Wealth Advisory LLC | 1,606 | $419.2K | 0.09% | +917+133.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,606 | $419.2K | 0.03% | +1,006+167.7% | Added |
| Fidelis Capital Partners, LLC | 1,603 | $418.4K | 0.02% | −80−4.8% | Reduced |
| MONECO Advisors, LLC | 1,599 | $417.2K | 0.03% | +738+85.7% | Added |
| Triad Wealth Partners, LLC | 1,301 | $414.3K | 0.02% | +423+48.2% | Added |
| Capital Investment Advisors, LLC | 1,585 | $413.8K | 0.01% | −923−36.8% | Reduced |
| Jefferies Financial Group Inc. | 1,585 | $413.7K | 0.00% | +722+83.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,582 | $412.9K | 0.23% | +1,582 | New |
| ABN AMRO Bank N.V. | 1,570 | $412.5K | 0.01% | −6,374−80.2% | Reduced |
| Bridgewater Advisors Inc. | 1,295 | $412.3K | 0.02% | −29−2.2% | Reduced |
| Versant Capital Management, Inc | 1,578 | $412.0K | 0.04% | +292+22.7% | Added |
| Red Door Wealth Management, LLC | 1,576 | $411.3K | 0.04% | +163+11.5% | Added |
| Legacy Trust | 1,572 | $410.3K | 0.07% | −49−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 1,570 | $409.8K | 0.00% | −162−9.4% | Reduced |
| Caerus Investment Advisors, LLC | 1,566 | $408.7K | 0.14% | +571+57.4% | Added |
| 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 |
| Polymer Capital Management (US) LLC | 1,561 | $407.4K | 0.06% | +1,561 | New |
| Gross & Hartman Investments LLC | 1,560 | $407.2K | 0.18% | +568+57.3% | Added |
| L2 Asset Management, LLC | 1,560 | $407.1K | 0.04% | +63+4.2% | Added |
| Ewa, LLC | 1,548 | $404.0K | 0.07% | +862+125.7% | Added |
| Natural Investments, LLC | 1,547 | $403.0K | 0.09% | +93+6.4% | Added |
| Atlas Brown,Inc. | 1,534 | $400.3K | 0.11% | +1,534 | New |
| Prime Capital Investment Advisors, LLC | 1,531 | $399.6K | 0.00% | −1,424−48.2% | 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 |
| Beverly Hills Private Wealth, LLC | 1,530 | $399.2K | 0.08% | −99−6.1% | 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 |
| Anchor Investment Management, LLC | 1,525 | $398.0K | 0.03% | −1,244−44.9% | Reduced |
| GWN Securities Inc. | 1,523 | $397.4K | 0.07% | +766+101.2% | Added |
| Baker Avenue Asset Management, LP | 1,520 | $396.7K | 0.01% | +97+6.8% | Added |
| ROI Financial Advisors, LLC | 1,505 | $392.9K | 0.20% | −444−22.8% | Reduced |
| ZEGA Investments, LLC | 1,500 | $391.5K | 0.07% | −5−0.3% | Reduced |
| 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 |
| State of Wyoming | 1,493 | $389.7K | 0.04% | +1,493 | New |
| Quent Capital, LLC | 1,489 | $388.6K | 0.02% | −283−16.0% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,488 | $388.0K | 0.14% | −5−0.3% | Reduced |
| Van Strum & Towne Inc. | 1,486 | $387.8K | 0.11% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 1,484 | $387.3K | 0.03% | −105−6.6% | Reduced |
| Highline Wealth Partners LLC | 1,477 | $385.4K | 0.08% | +892+152.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,471 | $383.9K | 0.08% | +1,303+775.6% | Added |
| Mather Group, LLC. | 1,468 | $383.0K | 0.00% | −1,626−52.6% | Reduced |
| Ellevest, Inc. | 1,450 | $383.0K | 0.05% | +4+0.3% | Added |
| GLR Partners, LLC | 1,467 | $382.9K | 0.18% | +1,467 | New |
| Community Bank & Trust, Waco, Texas | 1,460 | $381.0K | 0.07% | −220−13.1% | Reduced |
| International Assets Investment Management, LLC | 1,405 | $375.2K | 0.02% | +85+6.4% | Added |
| Avidian Wealth Solutions, LLC | 1,426 | $372.1K | 0.01% | +463+48.1% | Added |
| Pure Financial Advisors, Inc. | 1,425 | $372.1K | 0.00% | −198−12.2% | Reduced |
| Valeo Financial Advisors, LLC | 1,408 | $367.5K | 0.01% | −537−27.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,407 | $367.2K | 0.08% | −23−1.6% | Reduced |
| Whalerock Point Partners, LLC | 1,406 | $367.0K | 0.06% | −50−3.4% | Reduced |
| Moors & Cabot, Inc. | 1,404 | $366.6K | 0.01% | −182−11.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 1,400 | $365.4K | 0.53% | +1,400 | New |
| Southeast Asset Advisors Inc. | 1,398 | $364.9K | 0.04% | −125−8.2% | Reduced |
| 4WEALTH Advisors, Inc. | 1,366 | $363.9K | 0.28% | −5−0.4% | Reduced |
| Simplify Asset Management Inc. | 1,392 | $363.3K | 0.01% | −24−1.7% | Reduced |
| Andrews Advisory Associates, LLC | 1,390 | $362.8K | 0.17% | +353+34.0% | Added |
| Focus Financial Network, Inc. | 1,380 | $360.2K | 0.01% | −90−6.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 1,378 | $359.7K | 0.02% | −848−38.1% | Reduced |
| Bank of Nova Scotia Trust Co | 1,374 | $358.6K | 0.03% | +18+1.3% | Added |
| Fulcrum Asset Management LLP | 1,338 | $356.4K | 0.04% | −253−15.9% | Reduced |
| Smithfield Trust Co | 1,346 | $355.0K | 0.01% | −180−11.8% | Reduced |
| Heritage Investors Management Corp | 1,359 | $355.0K | 0.01% | +21+1.6% | Added |
| Pictet & Cie (Europe) SA | 1,359 | $354.7K | 0.01% | −135−9.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,355 | $354.0K | 0.24% | +5+0.4% | Added |
| Howe & Rusling Inc | 1,352 | $352.8K | 0.02% | −27,767−95.4% | Reduced |
| Trust Co of Toledo NA | 1,350 | $352.4K | 0.03% | +381+39.3% | Added |
| Verity & Verity, LLC | 1,344 | $350.8K | 0.02% | −84−5.9% | Reduced |
| Garner Asset Management Corp | 1,343 | $350.4K | 0.11% | +2+0.1% | Added |
| Harbor Group, Inc. | 1,336 | $348.8K | 0.04% | +4+0.3% | Added |
| Main Street Financial Solutions, LLC | 1,336 | $348.7K | 0.02% | +753+129.2% | Added |
| Worthington Financial Partners, LLC | 1,333 | $347.9K | 0.29% | +30+2.3% | Added |
| Sargent Investment Group, LLC | 1,332 | $347.7K | 0.04% | −41−3.0% | Reduced |
| Modern Wealth Management, LLC | 1,327 | $346.6K | 0.00% | +98+8.0% | Added |
| Independent Financial Group, LLC | 1,304 | $340.5K | 0.01% | −35−2.6% | Reduced |
| Cornerstone Wealth Group, LLC | 1,303 | $340.2K | 0.02% | −7,651−85.4% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,303 | $340.1K | 0.04% | +200+18.1% | Added |
| Brucke Financial, Inc. | 1,303 | $340.1K | 0.15% | +239+22.5% | Added |
| Sentinus, LLC | 1,295 | $338.0K | 0.03% | −8−0.6% | Reduced |
| Navigation Group, LLC | 1,289 | $336.4K | 0.07% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,288 | $336.2K | 0.01% | −214−14.2% | Reduced |
| Rooted Wealth Advisors, Inc. | 1,288 | $336.2K | 0.08% | +589+84.3% | Added |
| Diversified Enterprises, LLC | 1,282 | $334.6K | 0.02% | −5−0.4% | Reduced |
| Waddell & Associates, LLC | 1,281 | $334.3K | 0.02% | −180−12.3% | Reduced |
| Parthenon LLC | 1,275 | $332.8K | 0.03% | 00.0% | Unchanged |
| Waller Financial Planning Group, Inc | 1,272 | $332.1K | 0.07% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 1,270 | $331.6K | 0.02% | −163−11.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,269 | $331.2K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 1,269 | $331.2K | 0.15% | +371+41.3% | Added |
| Silver Lake Advisory, LLC | 1,268 | $331.0K | 0.12% | −100−7.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,264 | $329.9K | 0.00% | −1,136−47.3% | Reduced |
| Twinbeech Capital LP | 1,264 | $329.9K | 0.06% | +1,264 | New |
| Heritage Trust Co | 1,263 | $329.6K | 0.03% | −11−0.9% | Reduced |
| Park Capital Management, LLC | 1,261 | $329.1K | 0.19% | −148−10.5% | Reduced |
| Gratus Wealth Advisors, LLC | 1,261 | $329.1K | 0.04% | −13−1.0% | Reduced |
| Aprio Wealth Management, LLC | 1,261 | $329.0K | 0.02% | −258−17.0% | Reduced |