Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership8,749 shares
Latest Disclosed Value $ 3,783,099
Beacon Pointe Advisors, LLC reports 41.85% increase in ownership of 0JCT / Intuit Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 8,749 shares of Intuit Inc. (GB:0JCT) valued at $3,771,431 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 6,168 shares of Intuit Inc.. This represents a change in shares of 41.85% during the quarter. The current value of the position is $3,610,712 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)
2026-05-15 2026-03-31 13F INTUIT COM 461202103 8,749 2,581 41.85 3,783 -7.42 0.0200
2026-02-18 2025-12-31 13F INTUIT COM 461202103 6,168 960 18.43 4,086 14.90 0.0286
2025-11-14 2025-09-30 13F INTUIT COM 461202103 5,208 68 1.32 3,556 -12.15 0.0301
2025-08-13 2025-06-30 13F INTUIT COM 461202103 5,140 501 10.80 4,048 42.13 0.0422
2025-05-13 2025-03-31 13F INTUIT COM 461202103 4,639 -188 -3.89 2,848 -6.13 0.0320
2025-02-14 2024-12-31 13F INTUIT COM 461202103 4,827 -1,461 -23.23 3,034 -22.30 0.0336
2024-11-14 2024-09-30 13F INTUIT COM 461202103 6,288 -740 -10.53 3,905 -15.46 0.0450
2024-08-12 2024-06-30 13F INTUIT COM 461202103 7,028 -107 -1.50 4,619 -0.39 0.0546
2024-05-14 2024-03-31 13F INTUIT COM 461202103 7,135 -1,585 -18.18 4,638 -14.92 0.0516
2024-02-08 2023-12-31 13F INTUIT COM 461202103 8,720 -1,072 -10.95 5,451 8.91 0.0651
2023-11-14 2023-09-30 13F INTUIT COM 461202103 9,792 3,011 44.40 5,004 61.06 0.0624
2023-08-14 2023-06-30 13F INTUIT COM 461202103 6,781 -1,760 -20.61 3,107 -18.41 0.0507
2023-05-12 2023-03-31 13F INTUIT COM 461202103 8,541 1,617 23.35 3,808 41.30 0.0649
2023-02-14 2022-12-31 13F INTUIT COM 461202103 6,924 385 5.89 2,695 6.65 0.0523
2022-11-09 2022-09-30 13F INTUIT COM 461202103 6,539 -1,301 -16.59 2,527 -16.19 0.0565
2022-08-11 2022-06-30 13F INTUIT COM 461202103 7,840 -9,698 -55.30 3,015 -64.25 0.0636
2022-05-17 2022-03-31 13F INTUIT COM 461202103 17,538 12,126 224.06 8,433 142.26 0.1156
2022-02-14 2021-12-31 13F INTUIT COM 461202103 5,412 -7,792 -59.01 3,481 -51.14 0.0907
2021-11-15 2021-09-30 13F INTUIT COM 461202103 13,204 9,441 250.89 7,124 286.12 0.1757
2021-08-17 2021-06-30 13F INTUIT COM 461202103 3,763 1,822 93.87 1,845 147.65 0.0654
2021-05-18 2021-03-31 13F INTUIT COM 461202103 1,941 183 10.41 745 11.53 0.0458
2021-02-12 2020-12-31 13F INTUIT COM 461202103 1,758 234 15.35 668 34.41 0.0457
2020-11-16 2020-09-30 13F INTUIT COM 461202103 1,524 0 0.00 497 9.96 0.0480
2020-08-14 2020-06-30 13F INTUIT COM 461202103 1,524 3 0.20 452 29.14 0.0453
2020-05-15 2020-03-31 13F INTUIT COM 461202103 1,521 -292 -16.11 350 -26.16 0.0558
2020-02-14 2019-12-31 13F INTUIT COM 461202103 1,813 492 37.24 474 35.43 0.1469
2019-11-14 2019-09-30 13F INTUIT COM 461202103 1,321 14 1.07 350 2.64 0.1512
2019-08-14 2019-06-30 13F INTUIT COM 461202103 1,307 -99 -7.04 341 -7.08 0.1244
2019-05-14 2019-03-31 13F INTUIT COM 461202103 1,406 0 0.00 367 32.49 0.1377
2019-02-01 2018-12-31 13F INTUIT COM 461202103 1,406 1,406 277 0.1682
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.