Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionCIBC Private Wealth Group, LLC
Latest Disclosed Ownership457,562 shares
Latest Disclosed Value $ 303,097,897
CIBC Private Wealth Group, LLC reports 811.71% increase in ownership of 0JCT / Intuit Inc.

On February 12, 2026 - CIBC Private Wealth Group, LLC filed a 13F-HR form disclosing ownership of 457,562 shares of Intuit Inc. (GB:0JCT) valued at $304,489,209 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 24, 2025 disclosing 50,187 shares of Intuit Inc.. This represents a change in shares of 811.71% during the quarter. The current value of the position is $188,835,837 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)
2026-02-12 2025-12-31 13F INTUIT COM 461202103 457,562 407,375 811.71 303,098 784.36 0.5123
2025-11-24 2025-09-30 13F INTUIT COM 461202103 50,187 18,515 58.46 34,273 37.39 0.0587
2025-08-12 2025-06-30 13F INTUIT COM 461202103 31,672 -789 -2.43 24,946 41.25 0.0446
2025-05-14 2025-03-31 13F INTUIT COM 461202103 32,461 -128,956 -79.89 17,661 -82.52 0.0373
2025-02-12 2024-12-31 13F Intuit COM 461202103 161,417 -3,623 -2.20 101,055 -1.40 0.1832
2024-11-13 2024-09-30 13F Intuit COM 461202103 165,040 -1,086 -0.65 102,490 -6.47 0.1837
2024-08-09 2024-06-30 13F Intuit COM 461202103 166,126 2,957 1.81 109,574 4.95 0.2055
2024-05-10 2024-03-31 13F Intuit COM 461202103 163,169 -2,317 -1.40 104,402 0.94 0.2045
2024-02-13 2023-12-31 13F INTUIT COM COM 461202103 165,486 41,681 33.67 103,434 63.51 0.2191
2023-11-13 2023-09-30 13F INTUIT COM COM 461202103 123,805 28,133 29.41 63,257 44.30 0.1497
2023-11-21 2023-06-30 13F/A-1 INTUIT COM COM 461202103 95,672 2,841 3.06 43,836 17.91 0.0958
2023-08-10 2023-06-30 13F INTUIT COM COM 461202103 95,665 2,834 43,833 0.0959
2023-11-21 2023-03-31 13F/A-1 INTUIT COM COM 461202103 92,831 -1,006 -1.07 37,178 559.07 0.0823
2023-05-12 2023-03-31 13F INTUIT COM COM 461202103 92,824 -1,013 37,177 0.0808
2023-06-01 2022-12-31 13F/A-2 INTUIT COM COM 461202103 93,837 -93,165 -49.82 5,641 -92.21 0.0189
2023-02-14 2022-12-31 13F/A-1 INTUIT COM COM 461202103 93,844 -93,158 36,526 0.0765
2023-02-13 2022-12-31 13F INTUIT COM COM 461202103 187,681 679 73,049 0.0001
2022-11-15 2022-09-30 13F INTUIT COM COM 461202103 187,002 -4,117 -2.15 72,430 -1.68 0.1951
2022-08-03 2022-06-30 13F INTUIT COM 461202103 191,119 167,484 708.63 73,665 548.23 0.1913
2022-05-16 2022-03-31 13F INTUIT COM 461202103 23,635 -1,408 -5.62 11,364 -29.45 0.0248
2022-04-04 2021-12-31 13F/A-1 INTUIT COM 461202103 25,043 742 3.05 16,108 22.87 0.0334
2022-02-08 2021-12-31 13F INTUIT COM 461202103 25,043 742 16,108 0.0334
2021-11-12 2021-09-30 13F INTUIT COM 461202103 24,301 -1,551 -6.00 13,110 3.45 0.0305
2021-08-16 2021-06-30 13F INTUIT COM 461202103 25,852 -86,830 -77.06 12,673 -70.64 0.0291
2021-05-12 2021-03-31 13F INTUIT COM 461202103 112,682 6,645 6.27 43,165 7.17 0.1087
2021-02-12 2020-12-31 13F INTUIT COM 461202103 106,037 -78,979 -42.69 40,278 -33.24 0.1065
2020-11-03 2020-09-30 13F/A-1 INTUIT COM 461202103 185,016 185,016 60,332 0.1848
2020-10-29 2020-09-30 13F INTUIT COMMON STOCK, R 461202103 869 869 283 12,438.1991
2020-08-13 2020-06-30 13F INTUIT COM 461202103 0 -185,875 -100.00 0 -100.00
2020-05-15 2020-03-31 13F INTUIT COM 461202103 185,875 154,809 498.32 42,751 425.39 0.1833
2020-01-30 2019-12-31 13F INTUIT COM 461202103 31,066 -43 -0.14 8,137 -1.63 0.0265
2019-10-16 2019-09-30 13F INTUIT COM 461202103 31,109 10,394 50.18 8,272 52.82 0.0291
2019-07-31 2019-06-30 13F INTUIT COM 461202103 20,715 -11,834 -36.36 5,413 -36.38 0.0190
2019-05-10 2019-03-31 13F INTUIT COM 461202103 32,549 7,701 30.99 8,508 73.95 0.0328
2019-02-05 2018-12-31 13F INTUIT COM 461202103 24,848 9,931 66.58 4,891 44.19 0.0218
2018-11-14 2018-09-30 13F INTUIT COM 461202103 14,917 10,491 237.03 3,392 275.22 0.0129
2018-08-02 2018-06-30 13F INTUIT COM 461202103 4,426 44 1.00 904 18.95 0.0037
2018-05-17 2018-03-31 13F INTUIT COM 461202103 4,382 2,658 154.18 760 179.41 0.0033
2018-02-12 2017-12-31 13F INTUIT COM 461202103 1,724 -20,979 -92.41 272 -91.57 0.0012
2017-12-21 2017-09-30 13F/A-1 INTUIT COM COM 461202103 22,703 -1,570 -6.47 3,228 0.16 0.0147
2017-11-14 2017-09-30 13F INTUIT COM COM 461202103 22,703 -1,570 3,228
2017-08-09 2017-06-30 13F INTUIT COM Com 461202103 24,273 -105 -0.43 3,223 14.01 0.0202
2017-05-10 2017-03-31 13F INTUIT COM Com 461202103 24,378 -41 -0.17 2,827 0.96 0.0178
2017-02-13 2016-12-31 13F INTUIT COM Com 461202103 24,419 -53 -0.22 2,800 4.01 0.0185
2016-11-09 2016-09-30 13F INTUIT COM Com 461202103 24,472 -3,295 -11.87 2,692 -13.13 0.0187
2016-08-11 2016-06-30 13F INTUIT COM Com 461202103 27,767 -1,361 -4.67 3,099 2.31 0.0226
2016-05-11 2016-03-31 13F INTUIT COM Com 461202103 29,128 -2,197 -7.01 3,029 0.23 0.0234
2016-02-10 2015-12-31 13F INTUIT COM Com 461202103 31,325 698 2.28 3,022 11.18 0.0236
2015-11-12 2015-09-30 13F INTUIT COM Com 461202103 30,627 1,661 5.73 2,718 -6.89 0.0224
2015-08-13 2015-06-30 13F INTUIT COM Com 461202103 28,966 -930 -3.11 2,919 0.69 0.0212
2015-05-11 2015-03-31 13F INTUIT COM Com 461202103 29,896 -8,001 -21.11 2,899 -17.05 0.0214
2015-02-12 2014-12-31 13F INTUIT COM Com 461202103 37,897 -836 -2.16 3,495 2.98 0.0268
2014-11-12 2014-09-30 13F INTUIT COM Com 461202103 38,733 -1,471 -3.66 3,394 4.82 0.0267
2014-08-13 2014-06-30 13F INTUIT COM Com 461202103 40,204 -1,466 -3.52 3,238 -1.61 0.0263
2014-05-14 2014-03-31 13F INTUIT COM COM 461202103 41,670 41,670 3,291 0.0280
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.