Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership5,062 shares
Latest Disclosed Value $ 2,188,494
Ritholtz Wealth Management reports 25.13% decrease in ownership of 0JCT / Intuit Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 5,062 shares of Intuit Inc. (GB:0JCT) valued at $2,182,076 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 6,761 shares of Intuit Inc.. This represents a change in shares of -25.13% during the quarter. The current value of the position is $2,089,087 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)
2026-04-20 2026-03-31 13F INTUIT COM 461202103 5,062 -1,699 -25.13 2,188 -51.14 0.0380
2026-01-23 2025-12-31 13F INTUIT COM 461202103 6,761 1,345 24.83 4,479 21.09 0.0818
2025-10-28 2025-09-30 13F INTUIT COM 461202103 5,416 399 7.95 3,699 -6.40 0.0719
2025-07-28 2025-06-30 13F INTUIT COM 461202103 5,017 516 11.46 3,952 43.00 0.0872
2025-04-17 2025-03-31 13F INTUIT COM 461202103 4,501 517 12.98 2,763 10.39 0.0826
2025-01-15 2024-12-31 13F INTUIT COM 461202103 3,984 -111 -2.71 2,504 -1.53 0.0735
2024-10-10 2024-09-30 13F INTUIT COM 461202103 4,095 174 4.44 2,543 -1.32 0.0766
2024-08-01 2024-06-30 13F INTUIT COM 461202103 3,921 169 4.50 2,577 5.66 0.0850
2024-04-24 2024-03-31 13F INTUIT COM 461202103 3,752 500 15.38 2,439 19.98 0.0841
2024-01-18 2023-12-31 13F INTUIT COM 461202103 3,252 153 4.94 2,033 28.36 0.0789
2023-10-13 2023-09-30 13F INTUIT COM 461202103 3,099 332 12.00 1,584 24.94 0.0711
2023-07-17 2023-06-30 13F INTUIT COM 461202103 2,767 24 0.87 1,268 3.68 0.0570
2023-04-20 2023-03-31 13F INTUIT COM 461202103 2,743 627 29.63 1,223 48.48 0.0609
2023-01-19 2022-12-31 13F INTUIT COM 461202103 2,116 -2,686 -55.94 823 -55.75 0.0460
2022-10-19 2022-09-30 13F INTUIT COM 461202103 4,802 2,610 119.07 1,860 120.12 0.0988
2022-07-15 2022-06-30 13F INTUIT COM 461202103 2,192 423 23.91 845 -0.71 0.0532
2022-04-14 2022-03-31 13F INTUIT COM 461202103 1,769 122 7.41 851 -19.64 0.0575
2022-01-18 2021-12-31 13F INTUIT COM 461202103 1,647 235 16.64 1,059 38.98 0.0658
2021-10-14 2021-09-30 13F INTUIT COM 461202103 1,412 191 15.64 762 27.21 0.0528
2021-07-20 2021-06-30 13F INTUIT COM 461202103 1,221 258 26.79 599 62.33 0.0431
2021-05-12 2021-03-31 13F INTUIT COM 461202103 963 110 12.90 369 13.89 0.0307
2021-01-19 2020-12-31 13F INTUIT COM 461202103 853 154 22.03 324 42.11 0.0310
2020-10-23 2020-09-30 13F INTUIT COM 461202103 699 699 228 0.0256
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.