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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 213 | $55.6K | 0.05% | −49−18.7% | Reduced |
| Truvestments Capital LLC | 212 | $55.4K | 0.01% | −179−45.8% | Reduced |
| CVA Family Office, LLC | 212 | $55.3K | 0.01% | −154−42.1% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 206 | $53.8K | 0.00% | −281,066−99.9% | Reduced |
| Brown Shipley& Co Ltd | 193 | $50.4K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 192 | $50.1K | 0.00% | −43−18.3% | Reduced |
| True Wealth Design, LLC | 192 | $50.1K | 0.01% | +86+81.1% | Added |
| Redwood Park Advisors LLC | 187 | $48.9K | 0.04% | +78+71.6% | Added |
| Crewe Advisors LLC | 187 | $48.8K | 0.00% | −18−8.8% | Reduced |
| General Partner, Inc. | 187 | $48.8K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 180 | $47.0K | 0.00% | −519−74.2% | Reduced |
| Indiana Trust & Investment Management CO | 180 | $47.0K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 178 | $46.5K | 0.03% | −59−24.9% | Reduced |
| S&T Bank | 178 | $46.5K | 0.01% | −27−13.2% | Reduced |
| ORG Wealth Partners, LLC | 166 | $43.3K | 0.01% | −14−7.8% | Reduced |
| Financial Network Wealth Advisors LLC | 164 | $42.8K | 0.04% | −38−18.8% | Reduced |
| Washington Trust Advisors, Inc. | 163 | $42.5K | 0.00% | −238−59.4% | Reduced |
| Toews Corp | 163 | $42.5K | 0.01% | +163 | New |
| Intesa Sanpaolo Wealth Management | 160 | $41.8K | 0.01% | +160 | New |
| WPG Advisers, LLC | 156 | $40.7K | 0.02% | −50−24.3% | Reduced |
| Tradewinds Capital Management, LLC | 155 | $40.5K | 0.01% | +150+3,000.0% | Added |
| Bogart Wealth, LLC | 155 | $40.3K | 0.00% | −11,871−98.7% | Reduced |
| Coastline Trust Co | 153 | $39.9K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 150 | $39.3K | 0.01% | +137+1,053.8% | Added |
| Avion Wealth | 151 | $39.0K | 0.01% | +114+308.1% | Added |
| AdvisorNet Financial, Inc | 149 | $39.0K | 0.00% | −35−19.0% | Reduced |
| Islay Capital Management, LLC | 142 | $37.1K | 0.02% | +25+21.4% | Added |
| Archer Investment Corp | 141 | $36.7K | 0.01% | +126+840.0% | Added |
| Private Wealth Asset Management, LLC | 132 | $34.5K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 131 | $34.2K | 0.00% | −4−3.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 130 | $33.9K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 129 | $33.7K | 0.02% | −22−14.6% | Reduced |
| Johnson Financial Group, Inc. | 128 | $33.4K | 0.00% | −250−66.1% | Reduced |
| GW&K Investment Management, LLC | 122 | $32.0K | 0.00% | −122−50.0% | Reduced |
| LOM Asset Management Ltd | 120 | $31.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 120 | $31.3K | 0.02% | +120 | New |
| Rossby Financial, LCC | 119 | $31.1K | 0.01% | −101−45.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 117 | $30.9K | 0.01% | −569−82.9% | Reduced |
| Activest Wealth Management | 115 | $30.0K | 0.01% | −73−38.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 114 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 113 | $29.4K | 0.02% | −16−12.4% | Reduced |
| Medallion Wealth Advisors, LLC | 112 | $29.2K | 0.01% | +30+36.6% | Added |
| Copeland Capital Management, LLC | 110 | $28.7K | 0.00% | −36,386−99.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 110 | $28.7K | 0.02% | −42−27.6% | Reduced |
| Alpine Bank Wealth Management | 109 | $28.4K | 0.00% | +109 | New |
| MidFirst Bank | 108 | $28.2K | 0.00% | −7−6.1% | Reduced |
| Salomon & Ludwin, LLC | 103 | $27.5K | 0.00% | −197−65.7% | Reduced |
| Rational Advisors LLC | 102 | $26.6K | 0.00% | +11+12.1% | Added |
| Osbon Capital Management LLC | 101 | $26.4K | 0.02% | −1−1.0% | Reduced |
| Cromwell Holdings LLC | 97 | $25.3K | 0.01% | −733−88.3% | Reduced |
| Action Point Financial Planning, LLC | 57 | $24.8K | 0.00% | +57 | New |
| MCF Advisors LLC | 93 | $24.3K | 0.00% | +42+82.4% | Added |
| Hanson & Doremus Investment Management | 87 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 88 | $23.0K | 0.01% | −36−29.0% | Reduced |
| Park Place Capital Corp | 86 | $22.4K | 0.00% | −286−76.9% | Reduced |
| Bruce G. Allen Investments, LLC | 86 | $22.4K | 0.01% | −53−38.1% | Reduced |
| Paladin Advisory Group, LLC | 86 | $22.4K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 86 | $22.4K | 0.01% | +1+1.2% | Added |
| Arlington Trust Co LLC | 85 | $22.2K | 0.00% | −116−57.7% | Reduced |
| PMV Capital Advisers, LLC | 83 | $21.7K | 0.03% | +26+45.6% | Added |
| Sankala Group LLC | 61 | $21.6K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 81 | $21.1K | 0.00% | −5−5.8% | Reduced |
| Joseph Group Capital Management | 80 | $20.9K | 0.00% | −12−13.0% | Reduced |
| United Community Bank | 76 | $19.8K | 0.01% | −585−88.5% | Reduced |
| Colonial Trust Advisors | 76 | $19.8K | 0.00% | +22+40.7% | Added |
| Cassaday & Co Wealth Management LLC | 75 | $19.6K | 0.00% | +19+33.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 73 | $19.1K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 76 | $19.0K | 0.00% | +21+38.2% | Added |
| Concord Wealth Partners | 72 | $18.8K | 0.00% | −5,152−98.6% | Reduced |
| Kings Path Partners LLC | 72 | $18.8K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 69 | $18.8K | 0.01% | −26−27.4% | Reduced |
| HHM Wealth Advisors, LLC | 70 | $18.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 68 | $17.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $17.5K | 0.01% | −44−39.6% | Reduced |
| Albion Financial Group | 67 | $17.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 66 | $17.2K | 0.01% | −28−29.8% | Reduced |
| High Point Wealth Management, LLC | 65 | $17.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 65 | $17.0K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 49 | $16.4K | 0.00% | −4−7.5% | Reduced |
| Ameriflex Group, Inc. | 62 | $16.3K | 0.01% | −41−39.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 61 | $15.9K | 0.00% | −22−26.5% | Reduced |
| Quaker Wealth Management, LLC | 61 | $15.9K | 0.00% | −4−6.2% | Reduced |
| Fortitude Family Office, LLC | 60 | $15.7K | 0.00% | −16−21.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 60 | $15.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $15.4K | 0.00% | −33−35.9% | Reduced |
| Kemnay Advisory Services Inc. | 56 | $14.6K | 0.00% | −20,901−99.7% | Reduced |
| VSM Wealth Advisory, LLC | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 56 | $14.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 56 | $14.6K | 0.00% | +23+69.7% | Added |
| J.Safra Asset Management Corp | 56 | $14.6K | 0.00% | +32+133.3% | Added |
| TD Capital Management LLC | 55 | $14.4K | 0.00% | −59−51.8% | Reduced |
| Beacon Financial Strategies CORP | 55 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 54 | $14.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $14.1K | 0.00% | +8+17.4% | Added |
| Cornerstone National Bank & Trust Co | 52 | $13.9K | 0.00% | −5−8.8% | Reduced |
| NBC Securities, Inc. | 53 | $13.8K | 0.00% | −104−66.2% | Reduced |
| Wedbush Fund Advisers, LLC | 53 | $13.8K | 0.00% | +31+140.9% | Added |
| Exane Asset Management | 46 | $13.7K | 0.00% | −16,328−99.7% | Reduced |
| Cornerstone Financial Management LLC | 52 | $13.6K | 0.01% | +32+160.0% | Added |
| Axxion S.A. | 52 | $13.6K | 0.00% | +52 | New |