Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionBalentine LLC
Latest Disclosed Ownership1,764 shares
Latest Disclosed Value $ 762,718
Balentine LLC reports 166.87% increase in ownership of 0JCT / Intuit Inc.

On April 24, 2026 - Balentine LLC filed a 13F-HR form disclosing ownership of 1,764 shares of Intuit Inc. (GB:0JCT) valued at $760,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 661 shares of Intuit Inc.. This represents a change in shares of 166.87% during the quarter. The current value of the position is $728,003 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F INTUIT COM 461202103 1,764 1,103 166.87 763 74.37 0.0307
2026-02-02 2025-12-31 13F INTUIT COM 461202103 661 241 57.38 438 52.80 0.0166
2025-11-07 2025-09-30 13F INTUIT COM 461202103 420 10 2.44 287 -11.18 0.0106
2025-08-04 2025-06-30 13F INTUIT COM 461202103 410 410 323 0.0126
2024-08-07 2024-06-30 13F INTUIT COM 461202103 0 -2,661 -100.00 0 -100.00
2024-05-15 2024-03-31 13F INTUIT COM 461202103 2,661 829 45.25 1,730 51.00 0.0516
2024-02-09 2023-12-31 13F INTUIT COM 461202103 1,832 445 32.08 1,145 61.72 0.0365
2023-11-13 2023-09-30 13F INTUIT COM 461202103 1,387 -26 -1.84 709 9.43 0.0237
2023-08-14 2023-06-30 13F INTUIT COM 461202103 1,413 472 50.16 647 54.42 0.0215
2023-05-11 2023-03-31 13F INTUIT COM 461202103 941 -308 -24.66 420 -13.79 0.0141
2023-01-31 2022-12-31 13F INTUIT COM 461202103 1,249 -2,478 -66.49 486 -66.34 0.0170
2022-10-26 2022-09-30 13F INTUIT COM 461202103 3,727 1,799 93.31 1,444 94.35 0.0548
2022-10-26 2022-06-30 13F/A-1 INTUIT COM 461202103 1,928 270 16.28 743 -6.78 0.0272
2022-08-15 2022-06-30 13F INTUIT COM 461202103 1,928 270 743 0.0272
2022-10-26 2022-03-31 13F/A-1 INTUIT COM 461202103 1,658 369 28.63 797 -3.86 0.0271
2022-10-26 2021-12-31 13F/A-1 INTUIT COM 461202103 1,289 434 50.76 829 79.83 0.0292
2021-11-15 2021-09-30 13F INTUIT COM 461202103 855 259 43.46 461 57.88 0.0181
2021-08-16 2021-06-30 13F INTUIT COM 461202103 596 596 292 0.0116
2020-11-02 2020-09-30 13F INTUIT Stock 461202103 0 -344 -100.00 0 -100.00
2020-08-14 2020-06-30 13F INTUIT Stock 461202103 344 -220 -39.01 102 -21.54 0.0057
2020-05-18 2020-03-31 13F INTUIT COM 461202103 564 250 79.62 130 58.54 0.0087
2020-09-02 2019-12-31 13F INTUIT COM 461202103 314 280 823.53 82 811.11 0.0046
2019-11-15 2019-09-30 13F INTUIT Stock 461202103 34 0 0.00 9 0.00 0.0005
2019-08-14 2019-06-30 13F INTUIT Stock 461202103 34 34 0.00 9 0.00 0.0005
2018-05-15 2018-03-31 13F INTUIT COM Stock 461202103 0 -43 -100.00 0 -100.00
2018-02-15 2017-12-31 13F/A-1 INTUIT COM Stock 461202103 43 0 0.00 7 16.67 0.0006
2018-02-14 2017-12-31 13F INTUIT COM Stock 461202103 43 0 7 0.0005
2017-11-15 2017-09-30 13F INTUIT COM COM 461202103 43 0 0.00 6 0.00 0.0005
2017-08-14 2017-06-30 13F INTUIT COM Stock 461202103 43 0 0.00 6 20.00 0.0005
2017-05-12 2017-03-31 13F INTUIT COM Stock 461202103 43 43 5 0.0005
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.