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
Q3 2026 data is still coming in: 3 institutions have reported holding INTU so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 782 | $204.1K | 0.01% | −16,791−95.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 782 | $204.0K | 0.04% | −969−55.3% | Reduced |
| Quadcap Wealth Management, LLC | 780 | $203.6K | 0.02% | −1,090−58.3% | Reduced |
| Aspiriant, LLC | 772 | $201.6K | 0.00% | +772 | New |
| Garden State Investment Advisory Services LLC | 771 | $201.4K | 0.04% | −189−19.7% | Reduced |
| Kathmere Capital Management, LLC | 771 | $201.2K | 0.01% | −287−27.1% | Reduced |
| PCM Encore, LLC | 771 | $201.1K | 0.04% | −1,052−57.7% | Reduced |
| One Capital Management, LLC | 465 | $201.1K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 754 | $201.0K | 0.01% | −481−38.9% | Reduced |
| Godfrey Financial Associates, Inc. | 767 | $200.2K | 0.15% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 766 | $199.9K | 0.04% | +42+5.8% | Added |
| Onefund, LLC | 756 | $197.3K | 0.11% | −11−1.4% | Reduced |
| Gill Capital Partners, LLC | 750 | $195.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 748 | $195.2K | 0.03% | −17−2.2% | Reduced |
| CoreFirst Bank & Trust | 740 | $193.1K | 0.10% | 00.0% | Unchanged |
| Castlefield Investment Partners LLP | 728 | $190.0K | 0.13% | +159+27.9% | Added |
| Cary Street Partner Investment Advisory LLC | 720 | $187.9K | 0.04% | −979−57.6% | Reduced |
| Costello Asset Management, INC | 715 | $186.6K | 0.06% | 00.0% | Unchanged |
| Union Savings Bank | 705 | $184.0K | 0.07% | 00.0% | Unchanged |
| Pflug Koory, LLC | 700 | $182.7K | 0.07% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 682 | $178.0K | 0.02% | +57+9.1% | Added |
| Dogwood Wealth Management LLC | 678 | $177.0K | 0.07% | +113+20.0% | Added |
| Oakworth Capital, Inc. | 676 | $176.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 669 | $174.6K | 0.05% | −237−26.2% | Reduced |
| Acropolis Investment Management, LLC | 656 | $171.2K | 0.01% | +2+0.3% | Added |
| Greykasell Wealth Strategies, Inc. | 653 | $170.4K | 0.06% | −1,205−64.9% | Reduced |
| Dorato Capital Management | 608 | $167.2K | 0.11% | +165+37.2% | Added |
| Prestige Wealth Management Group LLC | 633 | $165.2K | 0.03% | −100−13.6% | Reduced |
| TIAA Wealth Investment Management LLC | 623 | $162.6K | 0.00% | −50,897−98.8% | Reduced |
| Spire Wealth Management | 622 | $162.5K | 0.00% | −626−50.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 620 | $161.8K | 0.01% | −1,490−70.6% | Reduced |
| One River Asset Management, LLC | 620 | $161.8K | 0.78% | +66+11.9% | Added |
| Paradigm Asset Management Co LLC | 600 | $156.6K | 0.03% | −800−57.1% | Reduced |
| Westfuller Advisors, LLC | 599 | $156.3K | 0.06% | +18+3.1% | Added |
| Chilton Capital Management LLC | 584 | $152.4K | 0.00% | +43+7.9% | Added |
| Cedar Mountain Advisors, LLC | 577 | $150.6K | 0.03% | −26−4.3% | Reduced |
| Vega Investment Solutions | 570 | $148.8K | 0.02% | +501+726.1% | Added |
| South State Corp. | 569 | $148.5K | 0.01% | +41+7.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 569 | $148.5K | 0.04% | +79+16.1% | Added |
| Atlas Capital Advisors LLC | 560 | $146.2K | 0.02% | +138+32.7% | Added |
| Elgethun Capital Management | 557 | $145.5K | 0.02% | +23+4.3% | Added |
| Tidemark, LLC | 521 | $136.0K | 0.03% | +2+0.4% | Added |
| Wolff Wiese Magana LLC | 511 | $133.4K | 0.06% | −12−2.3% | Reduced |
| Rexford Capital Inc | 502 | $131.0K | 0.08% | +15+3.1% | Added |
| Bamco Inc | 500 | $130.5K | 0.00% | −19,835−97.5% | Reduced |
| Eurizon SLJ Capital Ltd | 494 | $128.9K | 0.05% | 00.0% | Unchanged |
| Compass Financial Management LLC | 489 | $128.6K | 0.02% | +489 | New |
| Groupe la Francaise | 475 | $124.0K | 0.00% | −12,009−96.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 475 | $123.8K | 0.01% | −1,161−71.0% | Reduced |
| LifeSteps Financial, Inc. | 465 | $121.4K | 0.06% | −1−0.2% | Reduced |
| Strive Financial Group ,LLC | 460 | $120.1K | 0.05% | −2,593−84.9% | Reduced |
| Triumph Capital Management | 458 | $119.6K | 0.02% | −71−13.4% | Reduced |
| IFG Advisory, LLC | 458 | $119.5K | 0.00% | +458 | New |
| Swiss Re Ltd | 455 | $118.8K | 0.01% | +455 | New |
| 1015 Capital Partners, LLC | 450 | $117.5K | 0.10% | −8−1.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 448 | $117.1K | 0.01% | −184−29.1% | Reduced |
| Golden State Wealth Management, LLC | 436 | $114.0K | 0.01% | +1+0.2% | Added |
| Rosenberg Matthew Hamilton | 430 | $112.2K | 0.02% | −41−8.7% | Reduced |
| Covestor Ltd | 420 | $110.0K | 0.06% | +22+5.5% | Added |
| Chesapeake Asset Management LLC | 417 | $108.8K | 0.08% | +417 | New |
| Creative Financial Designs Inc | 411 | $107.3K | 0.01% | +265+181.5% | Added |
| Tiaa Trust, National Association | 410 | $107.0K | 0.01% | −1,661−80.2% | Reduced |
| Capital Advisors, Ltd. LLC | 408 | $107.0K | 0.01% | −94−18.7% | Reduced |
| Horizon Bancorp Inc | 409 | $107.0K | 0.05% | −16−3.8% | Reduced |
| Private Trust Co NA | 409 | $106.8K | 0.01% | −201−33.0% | Reduced |
| Asset Dedication, LLC | 383 | $100.0K | 0.01% | −651−63.0% | Reduced |
| Pittenger & Anderson Inc | 375 | $97.9K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 375 | $97.8K | 0.01% | −383−50.5% | Reduced |
| Crews Bank & Trust | 365 | $95.3K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 363 | $94.6K | 0.01% | +86+31.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 353 | $92.1K | 0.00% | +353 | New |
| Core Alternative Capital | 348 | $90.8K | 0.03% | +58+20.0% | Added |
| Motco | 347 | $90.6K | 0.01% | −18,118−98.1% | Reduced |
| Deseret Mutual Benefit Administrators | 347 | $90.6K | 0.03% | +37+11.9% | Added |
| UMA Financial Services, Inc. | 344 | $89.7K | 0.01% | +53+18.2% | Added |
| Colonial Trust Co | 336 | $87.7K | 0.01% | −200−37.3% | Reduced |
| Barrett & Company, Inc. | 327 | $85.3K | 0.02% | +317+3,170.0% | Added |
| CoreCap Advisors, LLC | 301 | $78.6K | 0.00% | +53+21.4% | Added |
| Catherine Avery Investment Management LLC | 300 | $78.3K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 300 | $78.3K | 0.03% | +290+2,900.0% | Added |
| Cohen & Steers, Inc. | 300 | $78.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 295 | $77.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 294 | $76.8K | 0.01% | −44−13.0% | Reduced |
| Center for Financial Planning, Inc. | 283 | $73.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 282 | $73.6K | 0.01% | +173+158.7% | Added |
| Pinnacle Bancorp, Inc. | 278 | $72.6K | 0.02% | −38−12.0% | Reduced |
| Signature Equity Partners, LLC | 277 | $72.2K | 0.03% | −80−22.4% | Reduced |
| Capital Analysts, LLC | 275 | $72.0K | 0.00% | +2+0.7% | Added |
| Silver Oak Securities, Inc | 269 | $70.2K | 0.00% | +269 | New |
| Delta Asset Management LLC | 258 | $67.3K | 0.01% | +30+13.2% | Added |
| Glen Eagle Advisors, LLC | 253 | $66.1K | 0.01% | −25−9.0% | Reduced |
| Silver Grove Financial Group, Inc. | 251 | $65.6K | 0.04% | +221+736.7% | Added |
| Napier Financial, LLC | 242 | $63.2K | 0.01% | −2−0.8% | Reduced |
| Family Capital Trust Co | 242 | $63.2K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 237 | $61.9K | 0.00% | −6−2.5% | Reduced |
| West Paces Advisors Inc. | 233 | $60.8K | 0.01% | +233 | New |
| Main Street Group, LTD | 227 | $59.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 202 | $57.6K | 0.01% | −34−14.4% | Reduced |
| Catalyst Capital Advisors LLC | 219 | $57.2K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 217 | $56.6K | 0.03% | 00.0% | Unchanged |