# INTUIT (INTU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/INTU/

- Reporting holders: 70
- Reported value: $143.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $36.1M | 130,877 | 0.5% | 16 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $22.7M | 82,444 | 0.9% | 15 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $14.6M | 52,782 | 1.0% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $12.4M | 45,000 | 2.3% | 15 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $12.3M | 44,676 | 1.3% | 32 |
| [Allen Mooney & Barnes Investment Advisors LLC](https://holderbook.com/funds/2001461-allen-mooney-barnes-investment-advisors-llc/) | $9.0M | 32,640 | 1.3% | 3 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $4.7M | 16,993 | 0.3% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $3.8M | 13,736 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.6M | 9,290 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $2.3M | 7,671 | 0.1% | 20 |
| [CENTRAL BANK & TRUST CO](https://holderbook.com/funds/1175954-central-bank-trust-co/) | $2.2M | 8,027 | 0.3% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $1.8M | 6,704 | 0.1% | 32 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.8M | 6,520 | 0.2% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.7M | 5,989 | 0.1% | 12 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $1.3M | 4,591 | 0.1% | 18 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $1.2M | 4,300 | 0.1% | 32 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $847.3K | 3,073 | 0.2% | 3 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $830.7K | 3,013 | 0.3% | 3 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $811.1K | 2,942 | 0.3% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $805.1K | 2,920 | 0.1% | 21 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $579.4K | 2,049 | 0.4% | 4 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $560.5K | 2,033 | 0.1% | 32 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $544.5K | 1,975 | 0.2% | 3 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $508.8K | 1,845 | 0.0% | 32 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $478.6K | 1,736 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 70 | $143.5M |
| Q2 2026 | 1,760 | $73.2B |
| Q1 2026 | 2,024 | $109.4B |
| Q4 2025 | 2,274 | $168.8B |
| Q3 2025 | 2,208 | $176.0B |
| Q2 2025 | 2,232 | $197.6B |
| Q1 2025 | 2,047 | $149.6B |
| Q4 2024 | 2,075 | $151.3B |
| Q3 2024 | 1,973 | $153.9B |
| Q2 2024 | 1,978 | $164.9B |
| Q1 2024 | 1,951 | $166.7B |
| Q4 2023 | 1,928 | $158.8B |