Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership93,238 shares
Latest Disclosed Value $ 40,313,640
Captrust Financial Advisors reports 12.79% increase in ownership of 0JCT / Intuit Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 93,238 shares of Intuit Inc. (GB:0JCT) valued at $40,192,105 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 82,667 shares of Intuit Inc.. This represents a change in shares of 12.79% during the quarter. The current value of the position is $38,479,323 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)
2026-05-14 2026-03-31 13F INTUIT COM Stock 461202103 93,238 10,571 12.79 40,314 -26.38 0.0695
2026-02-17 2025-12-31 13F INTUIT COM Stock 461202103 82,667 -8,450 -9.27 54,761 -12.00 0.1042
2025-11-19 2025-09-30 13F INTUIT COM Stock 461202103 91,117 8,923 10.86 62,225 -3.88 0.1269
2025-08-15 2025-06-30 13F INTUIT COM Stock 461202103 82,194 4,896 6.33 64,739 36.41 0.1444
2025-05-15 2025-03-31 13F INTUIT COM Stock 461202103 77,298 12,453 19.20 47,460 16.45 0.1191
2025-02-14 2024-12-31 13F INTUIT COM Stock 461202103 64,845 -51 -0.08 40,755 1.13 0.1164
2024-11-14 2024-09-30 13F INTUIT COM Stock 461202103 64,896 4,184 6.89 40,300 1.00 0.1196
2024-08-15 2024-06-30 13F INTUIT COM Stock 461202103 60,712 3,066 5.32 39,901 6.49 0.1284
2024-05-15 2024-03-31 13F INTUIT COM Stock 461202103 57,646 2,614 4.75 37,470 8.93 0.1377
2024-02-14 2023-12-31 13F INTUIT COM Stock 461202103 55,032 -341 -0.62 34,397 21.58 0.1184
2023-11-15 2023-09-30 13F INTUIT COM Stock 461202103 55,373 4,251 8.32 28,292 20.79 0.1081
2023-08-15 2023-06-30 13F INTUIT COM Stock 461202103 51,122 2,155 4.40 23,423 7.30 0.0923
2023-05-15 2023-03-31 13F INTUIT COM Stock 461202103 48,967 686 1.42 21,831 16.17 0.0959
2023-02-15 2022-12-31 13F INTUIT COM Stock 461202103 48,281 2,156 4.67 18,792 5.18 0.0946
2022-11-16 2022-09-30 13F INTUIT COM Stock 461202103 46,125 1,854 4.19 17,865 4.69 0.1040
2022-08-23 2022-06-30 13F/A-1 INTUIT COM Common Stock 461202103 44,271 858 1.98 17,064 -18.26 0.1100
2022-08-16 2022-06-30 13F INTUIT COM COM 461202103 47,721 4,308 18,394 0.1335
2022-05-16 2022-03-31 13F INTUIT COM 461202103 43,413 3,299 8.22 20,875 -19.10 0.1351
2022-02-14 2021-12-31 13F INTUIT COM Common Stock 461202103 40,114 -1,166 -2.82 25,802 15.85 0.1769
2021-11-16 2021-09-30 13F INTUIT COM Common Stock 461202103 41,280 -2,039 -4.71 22,271 4.89 0.1850
2021-08-16 2021-06-30 13F INTUIT COM Common Stock 461202103 43,319 -137 -0.32 21,233 27.56 0.1978
2021-05-17 2021-03-31 13F INTUIT COM Common Stock 461202103 43,456 3,958 10.02 16,646 10.95 0.1802
2021-02-16 2020-12-31 13F INTUIT COM Common Stock 461202103 39,498 2,708 7.36 15,003 22.70 0.1988
2020-11-17 2020-09-30 13F INTUIT COM Common Stock 461202103 36,790 -1,088 -2.87 12,227 6.68 0.2028
2020-08-14 2020-06-30 13F INTUIT COM Common Stock 461202103 37,878 231 0.61 11,461 39.58 0.1888
2020-05-15 2020-03-31 13F INTUIT COM Common Stock 461202103 37,647 2,398 6.80 8,211 -12.48 0.1809
2020-02-14 2019-12-31 13F INTUIT COM 461202103 35,249 34,877 9,375.54 9,382 9,376.77 0.1480
2019-11-14 2019-09-30 13F INTUIT COM Common Stock 461202103 372 4 1.09 99 3.13 0.0035
2019-08-13 2019-06-30 13F INTUIT COM Common Stock 461202103 368 2 0.55 96 0.00 0.0036
2019-05-15 2019-03-31 13F INTUIT COM Common Stock 461202103 366 -103 -21.96 96 4.35 0.0039
2019-02-13 2018-12-31 13F INTUIT COM Common Stock 461202103 469 71 17.84 92 1.10 0.0049
2018-11-15 2018-09-30 13F INTUIT COM Common Stock 461202103 398 -963 -70.76 91 -67.27 0.0041
2018-08-13 2018-06-30 13F INTUIT COM Common Stock 461202103 1,361 53 4.05 278 25.23 0.0154
2018-05-15 2018-03-31 13F INTUIT COM Common Stock 461202103 1,308 309 30.93 222 40.51 0.0137
2018-02-14 2017-12-31 13F INTUIT COM Common Stock 461202103 999 999 158 0.0096
2017-11-13 2017-09-30 13F INTUIT COM Common Stock 461202103 0 -812 -100.00 0 -100.00
2017-08-10 2017-06-30 13F INTUIT COM Common Stock 461202103 812 812 108 0.0092
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.