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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 51 | $13.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $13.3K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 50 | $13.1K | 0.00% | −203−80.2% | Reduced |
| Avalon Trust Co | 50 | $13.1K | 0.00% | −167−77.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $13.1K | 0.00% | −109−68.6% | Reduced |
| Independence Bank of Kentucky | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 50 | $13.1K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 50 | $13.1K | 0.00% | +34+212.5% | Added |
| Synergy Investment Management, LLC | 39 | $12.8K | 0.00% | +31+387.5% | Added |
| LRI Investments, LLC | 49 | $12.8K | 0.00% | −147−75.0% | Reduced |
| Bare Financial Services, Inc | 49 | $12.8K | 0.00% | +20+69.0% | Added |
| Altshuler Shaham Ltd | 49 | $12.8K | 0.00% | +31+172.2% | Added |
| CrossGen Wealth, LLC | 48 | $12.5K | 0.01% | −25−34.2% | Reduced |
| Ares Financial Consulting, LLC | 48 | $12.5K | 0.01% | −9−15.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 47 | $12.3K | 0.01% | −2−4.1% | Reduced |
| DecisionPoint Financial, LLC | 45 | $12.0K | 0.00% | −3−6.3% | Reduced |
| Copia Wealth Management | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 38 | $11.5K | 0.00% | +10+35.7% | Added |
| Hilton Head Capital Partners, LLC | 44 | $11.5K | 0.01% | −879−95.2% | Reduced |
| Quarry LP | 44 | $11.5K | 0.00% | −46−51.1% | Reduced |
| Webster Bank, N. A. | 42 | $11.0K | 0.00% | −4−8.7% | Reduced |
| Front Row Advisors LLC | 32 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 41 | $10.7K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 41 | $10.7K | 0.00% | +26+173.3% | Added |
| High Note Wealth, LLC | 40 | $10.4K | 0.00% | −24−37.5% | Reduced |
| Cetera Trust Company, N.A | 40 | $10.4K | 0.01% | −22−35.5% | Reduced |
| Stephenson National Bank & Trust | 40 | $10.4K | 0.00% | −15−27.3% | Reduced |
| Wilkerson Advisory Group LLC | 38 | $9.92K | 0.00% | −20−34.5% | Reduced |
| Persistent Asset Partners Ltd | 37 | $9.66K | 0.00% | +37 | New |
| Abound Wealth Management | 35 | $9.06K | 0.00% | −48−57.8% | Reduced |
| Manning & Napier Advisors LLC | 34 | $9.06K | 0.00% | +11+47.8% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $8.61K | 0.00% | −9−21.4% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $8.61K | 0.00% | +14+73.7% | Added |
| Old Point Trust & Financial Services N A | 32 | $8.35K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 32 | $8.35K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 31 | $8.09K | 0.00% | −131−80.9% | Reduced |
| Rialto Wealth Management, LLC | 31 | $8.09K | 0.00% | −43−58.1% | Reduced |
| Noble Wealth Management PBC | 31 | $8.09K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 29 | $7.85K | 0.00% | −22−43.1% | Reduced |
| Proathlete Wealth Management LLC | 29 | $7.57K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $7.39K | 0.00% | −29−50.9% | Reduced |
| Robinswood Financial LLC | 28 | $7.36K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 28 | $7.31K | 0.00% | +3+12.0% | Added |
| McDonald Partners LLC | 28 | $7.31K | 0.00% | +28 | New |
| Halbert Hargrove Global Advisors, LLC | 27 | $7.06K | 0.00% | +1+3.8% | Added |
| Financial Consulate, Inc | 27 | $7.05K | 0.00% | −20−42.6% | Reduced |
| MTM Investment Management, LLC | 27 | $7.05K | 0.00% | −20−42.6% | Reduced |
| United Financial Planning Group LLC | 27 | $7.05K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 27 | $7.05K | 0.00% | +27 | New |
| Vision Retirement, LLC | 26 | $6.81K | 0.00% | −29−52.7% | Reduced |
| Southern Michigan Bank & Trust | 26 | $6.79K | 0.00% | −9−25.7% | Reduced |
| Security National Bank of Sioux City Iowa | 26 | $6.79K | 0.00% | +26 | New |
| Marshall Investment Management, LLC | 26 | $6.79K | 0.00% | +26 | New |
| Nemes Rush Group LLC | 25 | $6.61K | 0.00% | +9+56.3% | Added |
| First United Bank Trust | 25 | $6.53K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 25 | $6.53K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 24 | $6.26K | 0.00% | −1,609−98.5% | Reduced |
| Toth Financial Advisory Corp | 24 | $6.26K | 0.00% | −41−63.1% | Reduced |
| Tompkins Financial Corp | 24 | $6.26K | 0.00% | −11−31.4% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 23 | $6.00K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $6.00K | 0.00% | +1+4.5% | Added |
| Hurley Capital, LLC | 22 | $5.74K | 0.00% | −28−56.0% | Reduced |
| Atwood & Palmer Inc | 22 | $5.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $5.22K | 0.00% | −15−42.9% | Reduced |
| Bank of New Hampshire | 20 | $5.22K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $4.96K | 0.00% | −73−79.3% | Reduced |
| Frazier Financial Advisors, LLC | 19 | $4.96K | 0.00% | −30−61.2% | Reduced |
| Adirondack Trust Co | 19 | $4.96K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 18 | $4.81K | 0.00% | +18 | New |
| Markowski Investments | 18 | $4.70K | 0.00% | +18 | New |
| Signature Resources Capital Management, LLC | 17 | $4.44K | 0.00% | −7−29.2% | Reduced |
| IAG Wealth Partners, LLC | 17 | $4.44K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 17 | $4.44K | 0.00% | +14+466.7% | Added |
| Vision Financial Markets LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 16 | $4.27K | 0.00% | +16 | New |
| Alerus Financial NA | 16 | $4.18K | 0.00% | −411−96.3% | Reduced |
| Owl Creek Wealth Partners LLC | 16 | $4.18K | 0.00% | −278−94.6% | Reduced |
| Bayforest Capital Ltd | 16 | $4.18K | 0.00% | −129−89.0% | Reduced |
| Provenance Wealth Advisors, LLC | 16 | $4.18K | 0.00% | −54−77.1% | Reduced |
| Pacifica Partners Inc. | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 15 | $3.94K | 0.00% | +15 | New |
| Hollencrest Capital Management | 15 | $3.92K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 15 | $3.92K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 14 | $3.65K | 0.00% | −12,693−99.9% | Reduced |
| Raelipskie Partnership | 14 | $3.65K | 0.00% | +14 | New |
| PFS Partners, LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $3.39K | 0.00% | +6+85.7% | Added |
| Kozak & Associates, Inc. | 12 | $3.28K | 0.00% | −15−55.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 12 | $3.16K | 0.00% | −441−97.4% | Reduced |
| Davidson Capital Management Inc. | 12 | $3.13K | 0.00% | −2,186−99.5% | Reduced |
| Valued Wealth Advisors LLC | 12 | $3.13K | 0.00% | −25−67.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 12 | $3.13K | 0.00% | −1−7.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $3.03K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $2.87K | 0.00% | 00.0% | Unchanged |