Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership12,932 shares
Latest Disclosed Value $ 5,591,539
Aptus Capital Advisors, LLC reports 65.59% decrease in ownership of 0JCT / Intuit Inc.

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 12,932 shares of Intuit Inc. (GB:0JCT) valued at $5,574,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 37,581 shares of Intuit Inc.. This represents a change in shares of -65.59% during the quarter. The current value of the position is $5,337,036 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F INTUIT COM 461202103 12,932 -24,649 -65.59 5,592 -77.54 0.0423
2026-02-13 2025-12-31 13F INTUIT COM 461202103 37,581 794 2.16 24,895 -0.91 0.1783
2025-11-12 2025-09-30 13F INTUIT COM 461202103 36,787 1,594 4.53 25,122 -9.37 0.1827
2025-08-11 2025-06-30 13F INTUIT COM 461202103 35,193 1,946 5.85 27,719 35.79 0.2259
2025-05-13 2025-03-31 13F INTUIT COM 461202103 33,247 2,714 8.89 20,413 6.38 0.2101
2025-02-14 2024-12-31 13F INTUIT COM 461202103 30,533 3,257 11.94 19,190 13.29 0.2010
2024-11-05 2024-09-30 13F INTUIT COM 461202103 27,276 4,389 19.18 16,938 12.61 0.2527
2024-07-31 2024-06-30 13F INTUIT COM 461202103 22,887 -1,246 -5.16 15,042 -4.11 0.2648
2024-05-15 2024-03-31 13F INTUIT COM 461202103 24,133 1,858 8.34 15,686 12.67 0.2918
2024-02-13 2023-12-31 13F INTUIT COM 461202103 22,275 -114 -0.51 13,923 21.71 0.3807
2023-11-08 2023-09-30 13F INTUIT COM 461202103 22,389 -1,235 -5.23 11,439 5.68 0.3116
2023-08-11 2023-06-30 13F INTUIT COM 461202103 23,624 -7,069 -23.03 10,824 -20.89 0.2596
2023-05-09 2023-03-31 13F INTUIT COM 461202103 30,693 25,338 473.17 13,684 556.57 0.3676
2023-02-13 2022-12-31 13F INTUIT COM 461202103 5,355 -17,263 -76.32 2,084 -76.21 0.0640
2022-11-02 2022-09-30 13F INTUIT COM 461202103 22,618 10,574 87.79 8,761 88.73 0.2109
2022-07-29 2022-06-30 13F INTUIT COM 461202103 12,044 1,091 9.96 4,642 -11.85 0.1207
2022-05-04 2022-03-31 13F INTUIT COM 461202103 10,953 3,385 44.73 5,266 8.18 0.1311
2022-02-02 2021-12-31 13F INTUIT COM 461202103 7,568 778 11.46 4,868 32.90 0.1462
2021-10-27 2021-09-30 13F INTUIT COM 461202103 6,790 6,790 3,663 0.0945
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.