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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 965 | $251.9K | 0.00% | −15,593−94.2% | Reduced |
| Integrated Investment Consultants, LLC | 963 | $251.3K | 0.05% | +296+44.4% | Added |
| Portfolio Design Labs, LLC | 962 | $251.1K | 0.04% | +17+1.8% | Added |
| Plimoth Trust Co LLC | 961 | $250.8K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 960 | $250.7K | 0.02% | +304+46.3% | Added |
| Catalyst Financial Partners LLC | 959 | $250.3K | 0.02% | −725−43.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 955 | $249.3K | 0.06% | 00.0% | Unchanged |
| Riverwater Partners LLC | 953 | $248.7K | 0.07% | −1,047−52.3% | Reduced |
| Horizon Family Wealth, Inc. | 952 | $248.4K | 0.11% | −5−0.5% | Reduced |
| New World Advisors LLC | 951 | $248.2K | 0.04% | +951 | New |
| Caitlin John, LLC | 950 | $248.0K | 0.14% | +134+16.4% | Added |
| Boston Private Wealth LLC | 949 | $247.7K | 0.02% | −304−24.3% | Reduced |
| Capital Investment Advisory Services, LLC | 944 | $246.4K | 0.02% | −58−5.8% | Reduced |
| Spinnaker Trust | 942 | $245.9K | 0.01% | −229−19.6% | Reduced |
| Bell Investment Advisors, Inc | 942 | $245.9K | 0.04% | +25+2.7% | Added |
| Wealthcare Advisory Partners LLC | 941 | $245.7K | 0.00% | −196−17.2% | Reduced |
| Cidel Asset Management Inc | 940 | $245.3K | 0.01% | +264+39.1% | Added |
| Parkside Financial Bank & Trust | 932 | $243.3K | 0.02% | −152−14.0% | Reduced |
| Succession Financial, Inc. | 925 | $241.4K | 0.23% | +925 | New |
| Gladstone Institutional Advisory LLC | 924 | $241.2K | 0.01% | −853−48.0% | Reduced |
| SageView Advisory Group, LLC | 923 | $241.0K | 0.01% | −219−19.2% | Reduced |
| MFA Wealth Services | 920 | $240.2K | 0.14% | +378+69.7% | Added |
| Baker Tilly Wealth Management, LLC | 920 | $240.1K | 0.05% | +920 | New |
| ISAM Funds (UK) Ltd | 920 | $240.1K | 0.17% | +920 | New |
| Bridgefront Capital, LLC | 916 | $239.1K | 0.06% | +916 | New |
| Rakuten Securities, Inc. | 912 | $238.0K | 0.06% | +497+119.8% | Added |
| Transcend Wealth Collective, LLC | 911 | $237.9K | 0.02% | −1,474−61.8% | Reduced |
| Wexford Capital LP | 909 | $237.2K | 0.03% | +909 | New |
| Institute for Wealth Management, LLC. | 906 | $236.4K | 0.02% | −354−28.1% | Reduced |
| Godsey & Gibb Associates | 905 | $236.2K | 0.02% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 904 | $235.9K | 0.06% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 903 | $235.7K | 0.03% | +143+18.8% | Added |
| PenderFund Capital Management Ltd. | 900 | $234.9K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 899 | $234.7K | 0.04% | −111−11.0% | Reduced |
| Xxi Wealth, LLC | 899 | $234.6K | 0.11% | +67+8.1% | Added |
| Net Worth Advisory Group | 898 | $234.3K | 0.06% | −1,692−65.3% | Reduced |
| 1st Source Bank | 897 | $234.1K | 0.01% | −78−8.0% | Reduced |
| Formidable Asset Management, LLC | 897 | $234.1K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 895 | $233.6K | 0.03% | −74−7.6% | Reduced |
| Zacks Investment Management | 894 | $233.6K | 0.00% | −523−36.9% | Reduced |
| Connecticut Wealth Management, LLC | 889 | $232.0K | 0.01% | −30−3.3% | Reduced |
| Prostatis Group LLC | 888 | $231.8K | 0.05% | +888 | New |
| Axq Capital, LP | 888 | $231.8K | 0.03% | +888 | New |
| Pettee Investors, Inc. | 886 | $231.3K | 0.11% | −115−11.5% | Reduced |
| Clear Creek Financial Management, LLC | 884 | $230.7K | 0.01% | +52+6.3% | Added |
| Prentice Wealth Management LLC | 878 | $229.2K | 0.05% | +2+0.2% | Added |
| PAX Financial Group, LLC | 876 | $228.6K | 0.03% | +25+2.9% | Added |
| Tannin Capital LLC | 876 | $228.6K | 0.15% | +876 | New |
| Avaii Wealth Management, LLC | 875 | $228.5K | 0.07% | +276+46.1% | Added |
| SBI Okasan Asset Management Co.Ltd. | 850 | $226.4K | 0.01% | −2,000−70.2% | Reduced |
| Tradewinds, LLC. | 2,179 | $226.1K | 0.07% | +1,541+241.5% | Added |
| United Advisor Group, LLC | 864 | $225.5K | 0.02% | −247−22.2% | Reduced |
| Legacy Financial Advisors, Inc. | 861 | $224.8K | 0.03% | −614−41.6% | Reduced |
| Breakwater Capital Group | 857 | $223.7K | 0.03% | −227−20.9% | Reduced |
| Conestoga Capital Advisors, LLC | 855 | $223.2K | 0.00% | +60+7.5% | Added |
| SS&H Financial Advisors, Inc. | 855 | $223.0K | 0.06% | +855 | New |
| Caldwell Trust Co | 853 | $222.6K | 0.02% | −27−3.1% | Reduced |
| PFG Investments, LLC | 852 | $222.4K | 0.01% | −46−5.1% | Reduced |
| Private Client Services, LLC | 852 | $222.3K | 0.06% | +73+9.4% | Added |
| Cito Capital Group, LLC | 850 | $222.0K | 0.06% | −1,150−57.5% | Reduced |
| Quotient Wealth Partners, LLC | 847 | $221.2K | 0.01% | −574−40.4% | Reduced |
| Bennett Associates Wealth Management | 847 | $221.1K | 0.14% | +847 | New |
| VisionPoint Advisory Group, LLC | 846 | $220.8K | 0.04% | +846 | New |
| Everhart Financial Group, Inc. | 844 | $220.3K | 0.01% | −1,772−67.7% | Reduced |
| Great Lakes Advisors, LLC | 843 | $220.0K | 0.00% | −52−5.8% | Reduced |
| Van Hulzen Asset Management, LLC | 839 | $218.9K | 0.02% | −103−10.9% | Reduced |
| WealthPlan Investment Management, LLC | 838 | $218.7K | 0.01% | +838 | New |
| CFS Investment Advisory Services, LLC | 793 | $218.4K | 0.01% | +793 | New |
| Income Insurance Ltd | 836 | $218.2K | 0.13% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 835 | $217.9K | 0.01% | −530−38.8% | Reduced |
| Precision Wealth Strategies, LLC | 832 | $217.2K | 0.07% | −113−12.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 830 | $216.6K | 0.02% | +830 | New |
| Platform Technology Partners | 828 | $216.2K | 0.04% | +828 | New |
| BCJ Capital Management, LLC | 826 | $215.6K | 0.01% | −3,014−78.5% | Reduced |
| First National Trust Co | 824 | $215.1K | 0.01% | −370−31.0% | Reduced |
| Tiemann Investment Advisors, LLC | 822 | $214.5K | 0.08% | −140−14.6% | Reduced |
| Wellspring Financial Advisors, LLC | 820 | $214.1K | 0.01% | −181−18.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 824 | $214.0K | 0.00% | −2,094−71.8% | Reduced |
| Financial Planning Navigators CORP | 819 | $213.8K | 0.08% | +819 | New |
| StoneX Group Inc. | 815 | $212.7K | 0.01% | −1,363−62.6% | Reduced |
| Camden Capital, LLC | 813 | $212.2K | 0.01% | −604−42.6% | Reduced |
| JFS Wealth Advisors, LLC | 812 | $211.9K | 0.01% | −59−6.8% | Reduced |
| Semanteon Capital Management, LP | 812 | $211.9K | 0.96% | +812 | New |
| ICONIQ Capital, LLC | 809 | $211.1K | 0.01% | −53−6.1% | Reduced |
| Evercore Wealth Management, LLC | 808 | $210.9K | 0.00% | −795−49.6% | Reduced |
| Advisor OS, LLC | 807 | $210.8K | 0.01% | −236−22.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 807 | $210.6K | 0.01% | −69−7.9% | Reduced |
| Stokes Capital Advisors, LLC | 806 | $210.4K | 0.05% | −3,660−82.0% | Reduced |
| JT Stratford LLC | 805 | $210.1K | 0.02% | +805 | New |
| Grove Bank & Trust | 804 | $209.8K | 0.02% | −114−12.4% | Reduced |
| BlueSky Wealth Advisors, LLC | 803 | $209.6K | 0.02% | −152−15.9% | Reduced |
| Aventus Investment Advisors, Inc. | 802 | $209.3K | 0.15% | +174+27.7% | Added |
| Chiron Capital Management, LLC | 800 | $208.8K | 0.19% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 796 | $207.8K | 0.03% | 00.0% | Unchanged |
| Studio Investment Management LLC | 794 | $207.2K | 0.04% | +303+61.7% | Added |
| Indivisible Partners | 792 | $206.7K | 0.01% | +792 | New |
| Foundations Investment Advisors, LLC | 792 | $206.6K | 0.00% | +80+11.2% | Added |
| City Center Advisors, LLC | 789 | $205.9K | 0.17% | +789 | New |
| Dakota Wealth Management | 788 | $205.7K | 0.00% | −26−3.2% | Reduced |
| BDFS Capital LLC | 784 | $204.7K | 0.09% | −222−22.1% | Reduced |