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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 1,260 | $328.9K | 0.03% | −375−22.9% | Reduced |
| Monetary Management Group Inc | 1,260 | $328.9K | 0.07% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,257 | $328.1K | 0.02% | −250−16.6% | Reduced |
| Betterment LLC | 1,256 | $328.0K | 0.00% | +348+38.3% | Added |
| Expressive Wealth LLC | 1,251 | $326.5K | 0.31% | +303+32.0% | Added |
| Act Wealth Management, LLC | 1,245 | $324.9K | 0.10% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 1,241 | $323.9K | 0.10% | −55−4.2% | Reduced |
| Eastern Bank | 1,240 | $323.6K | 0.00% | −23,135−94.9% | Reduced |
| Cardiff Park Advisors, LLC | 1,235 | $322.3K | 0.03% | +2+0.2% | Added |
| Bayesian Capital Management, LP | 1,233 | $321.8K | 0.21% | +1,233 | New |
| Leavell Investment Management, Inc. | 1,227 | $320.3K | 0.01% | +256+26.4% | Added |
| PDS Planning, Inc | 1,227 | $320.2K | 0.02% | −503−29.1% | Reduced |
| NBT Bank N A | 1,224 | $319.5K | 0.02% | −93−7.1% | Reduced |
| CNB Bank | 1,213 | $316.6K | 0.12% | −368−23.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,212 | $316.3K | 0.06% | −1,915−61.2% | Reduced |
| North Star Investment Management Corp. | 1,212 | $316.3K | 0.02% | −6−0.5% | Reduced |
| CX Institutional | 1,210 | $316.0K | 0.01% | −471−28.0% | Reduced |
| HCR Wealth Advisors | 1,210 | $315.8K | 0.03% | −43−3.4% | Reduced |
| Hillman Capital Management, Inc. | 1,203 | $314.0K | 0.23% | +246+25.7% | Added |
| Ronald Blue Trust, Inc. | 1,184 | $309.0K | 0.00% | −1,028−46.5% | Reduced |
| Financial Planning Hawaii, Inc. | 1,184 | $309.0K | 0.17% | +425+56.0% | Added |
| Summitry LLC | 1,182 | $308.5K | 0.01% | +433+57.8% | Added |
| Sym Financial Corp | 1,178 | $307.5K | 0.02% | +89+8.2% | Added |
| IHT Wealth Management, LLC | 1,177 | $307.3K | 0.01% | −196−14.3% | Reduced |
| Gradient Capital Advisors, LLC | 1,176 | $306.8K | 0.07% | +244+26.2% | Added |
| DRH Investments, Inc. | 1,174 | $306.4K | 0.24% | +1,174 | New |
| Boston Trust Walden Corp | 1,167 | $304.6K | 0.00% | −2,012−63.3% | Reduced |
| Globeflex Capital L P | 1,161 | $303.0K | 0.04% | +1,161 | New |
| Samalin Investment Counsel, LLC | 1,159 | $302.6K | 0.10% | +1,159 | New |
| Beck Mack & Oliver LLC | 1,157 | $302.0K | 0.01% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,157 | $301.9K | 0.02% | +2+0.2% | Added |
| Advisors Capital Management, LLC | 1,153 | $301.0K | 0.00% | −233−16.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,152 | $300.7K | 0.06% | +1,152 | New |
| Impact Investors, Inc | 1,149 | $299.9K | 0.22% | +311+37.1% | Added |
| CM Wealth Advisors LLC | 1,141 | $297.8K | 0.05% | +17+1.5% | Added |
| Compagnie Lombard Odier SCmA | 1,140 | $297.5K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 1,079 | $295.6K | 0.22% | +656+155.1% | Added |
| American Trust | 1,131 | $295.2K | 0.02% | +42+3.9% | Added |
| GAM Holding AG | 1,130 | $294.9K | 0.02% | −2,454−68.5% | Reduced |
| Byrne Financial Freedom, LLC | 1,127 | $294.1K | 0.11% | +1,127 | New |
| Vanguard National Trust Co | 1,124 | $293.4K | 0.02% | +722+179.6% | Added |
| Essex Financial Services, Inc. | 1,114 | $290.8K | 0.01% | −91−7.6% | Reduced |
| Hardworking Capital Advisors, LLC | 1,111 | $290.0K | 0.24% | −65−5.5% | Reduced |
| Cascade Investment Group, Inc. | 1,108 | $289.3K | 0.16% | −295−21.0% | Reduced |
| Oarsman Capital, Inc. | 1,104 | $288.2K | 0.03% | −3,639−76.7% | Reduced |
| Brookstone Capital Management | 1,094 | $285.5K | 0.00% | −31,041−96.6% | Reduced |
| Alteri Wealth LLC | 1,094 | $285.4K | 0.08% | −160−12.8% | Reduced |
| Alta Advisers Ltd | 1,088 | $284.0K | 0.06% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,088 | $284.0K | 0.03% | +1,088 | New |
| Verdence Capital Advisors LLC | 1,086 | $283.5K | 0.01% | −7−0.6% | Reduced |
| Trueblood Wealth Management, LLC | 1,084 | $282.9K | 0.10% | −93−7.9% | Reduced |
| Defiance ETFs, LLC | 1,058 | $282.6K | 0.00% | +144+15.8% | Added |
| Parcion Private Wealth LLC | 1,082 | $282.4K | 0.02% | −51−4.5% | Reduced |
| Investors Research Corp | 1,077 | $281.1K | 0.05% | +100+10.2% | Added |
| Neville Rodie & Shaw Inc | 1,069 | $279.0K | 0.02% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 1,066 | $278.2K | 0.16% | +230+27.5% | Added |
| Insigneo Advisory Services, LLC | 1,051 | $274.3K | 0.01% | −923−46.8% | Reduced |
| Heritage Wealth Advisors | 1,051 | $274.2K | 0.01% | +1+0.1% | Added |
| Capstone Financial Advisors, Inc. | 1,048 | $273.5K | 0.01% | +500+91.2% | Added |
| Intrust Bank NA | 1,043 | $272.2K | 0.02% | −1,107−51.5% | Reduced |
| Interchange Capital Partners, LLC | 1,042 | $271.8K | 0.05% | +322+44.7% | Added |
| Pallas Capital Advisors LLC | 1,040 | $271.5K | 0.01% | −1,126−52.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,039 | $271.1K | 0.01% | −230−18.1% | Reduced |
| Revolve Wealth Partners, LLC | 1,038 | $270.9K | 0.03% | +188+22.1% | Added |
| Wharton Business Group, LLC | 1,035 | $270.1K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 1,034 | $269.9K | 0.05% | −332−24.3% | Reduced |
| RMR Wealth Builders | 1,033 | $269.6K | 0.02% | −317−23.5% | Reduced |
| Mosley Wealth Management | 1,026 | $267.8K | 0.09% | +992+2,917.6% | Added |
| Chilton Investment Co LLC | 1,020 | $266.2K | 0.01% | −5,982−85.4% | Reduced |
| Traynor Capital Management, Inc. | 1,019 | $266.0K | 0.01% | +172+20.3% | Added |
| New Hampshire Trust | 1,018 | $265.7K | 0.05% | −76−6.9% | Reduced |
| Boltwood Capital Management | 1,018 | $265.7K | 0.06% | +435+74.6% | Added |
| Tower Trust & Investment Co | 1,016 | $265.2K | 0.16% | −228−18.3% | Reduced |
| Trevian Wealth Management LLC | 1,010 | $263.6K | 0.11% | −1−0.1% | Reduced |
| Principle Wealth Partners LLC | 1,009 | $263.3K | 0.01% | −188−15.7% | Reduced |
| Ponta Wealth Partners, LLC | 1,008 | $263.1K | 0.14% | +535+113.1% | Added |
| Claret Asset Management Corp | 1,009 | $263.0K | 0.03% | +1,009 | New |
| Cerro Pacific Wealth Advisors LLC | 1,008 | $263.0K | 0.06% | −211−17.3% | Reduced |
| Financial Avengers, Inc. | 1,005 | $262.3K | 0.11% | +1,005 | New |
| KCM Investment Advisors LLC | 1,005 | $262.2K | 0.01% | +153+18.0% | Added |
| Trust Point Inc. | 1,002 | $261.5K | 0.02% | −516−34.0% | Reduced |
| RBF Capital, LLC | 1,000 | $261.0K | 0.01% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,000 | $261.0K | 0.02% | +500+100.0% | Added |
| Kazazian Asset Management, LLC | 1,000 | $261.0K | 0.23% | +1,000 | New |
| Sapient Capital LLC | 999 | $260.9K | 0.00% | −47,267−97.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 998 | $260.5K | 0.06% | −102−9.3% | Reduced |
| Prosperity Consulting Group, LLC | 995 | $259.7K | 0.01% | −31−3.0% | Reduced |
| Portside Wealth Group, LLC | 994 | $259.5K | 0.03% | +250+33.6% | Added |
| Archford Capital Strategies, LLC | 994 | $259.4K | 0.03% | −179−15.3% | Reduced |
| Forefront Wealth Partners, LLC | 992 | $258.9K | 0.08% | −169−14.6% | Reduced |
| Mizuho Markets Americas LLC | 991 | $258.7K | 0.00% | +158+19.0% | Added |
| Wynn Capital, LLC | 985 | $257.1K | 0.11% | +449+83.8% | Added |
| Fundamentun, LLC | 982 | $256.6K | 0.01% | +410+71.7% | Added |
| Oxford Financial Group Ltd | 983 | $256.5K | 0.01% | +13+1.3% | Added |
| Atlantic Trust, LLC | 982 | $256.4K | 0.03% | −7−0.7% | Reduced |
| Nelson Capital Management, LLC | 982 | $256.3K | 0.03% | −383−28.1% | Reduced |
| Readystate Asset Management LP | 982 | $256.3K | 0.01% | +982 | New |
| PFC Capital Group, Inc. | 975 | $254.0K | 0.10% | −100−9.3% | Reduced |
| Tolleson Wealth Management, Inc. | 969 | $252.9K | 0.03% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 968 | $252.6K | 0.02% | +968 | New |