Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionEquitable Trust Co
Latest Disclosed Ownership7,171 shares
Latest Disclosed Value $ 3,100,597
Equitable Trust Co reports 0.51% decrease in ownership of 0JCT / Intuit Inc.

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 7,171 shares of Intuit Inc. (GB:0JCT) valued at $3,091,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,208 shares of Intuit Inc.. This represents a change in shares of -0.51% during the quarter. The current value of the position is $2,959,472 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)
2026-04-30 2026-03-31 13F Intuit Com 461202103 7,171 -37 -0.51 3,101 -35.06 0.0844
2026-02-02 2025-12-31 13F Intuit Com 461202103 7,208 1,851 34.55 4,775 30.51 0.2132
2025-11-10 2025-09-30 13F Intuit Com 461202103 5,357 -77 -1.42 3,658 -14.51 0.1682
2025-07-23 2025-06-30 13F Intuit Com 461202103 5,434 -58 -1.06 4,280 26.90 0.2132
2025-04-25 2025-03-31 13F Intuit Com 461202103 5,492 0 0.00 3,372 -2.29 0.1868
2025-01-28 2024-12-31 13F Intuit Com 461202103 5,492 -126 -2.24 3,452 -1.06 0.1926
2024-10-29 2024-09-30 13F Intuit Com 461202103 5,618 166 3.04 3,489 -2.65 0.2239
2024-07-31 2024-06-30 13F Intuit Com 461202103 5,452 320 6.24 3,583 7.44 0.2465
2024-04-24 2024-03-31 13F Intuit Com 461202103 5,132 19 0.37 3,336 4.38 0.2314
2024-01-25 2023-12-31 13F Intuit Com 461202103 5,113 48 0.95 3,196 23.50 0.2403
2023-11-06 2023-09-30 13F Intuit Com 461202103 5,065 37 0.74 2,588 12.33 0.2139
2023-08-08 2023-06-30 13F Intuit Com 461202103 5,028 0 0.00 2,304 2.77 0.1762
2023-05-02 2023-03-31 13F Intuit Com 461202103 5,028 -30 -0.59 2,242 13.87 0.1765
2023-02-17 2022-12-31 13F Intuit Com 461202103 5,058 0 0.00 1,969 0.46 0.1551
2022-10-31 2022-09-30 13F Intuit Com 461202103 5,058 0 0.00 1,959 0.51 0.1633
2022-07-15 2022-06-30 13F Intuit Com 461202103 5,058 -50 -0.98 1,949 -20.64 0.1452
2022-05-06 2022-03-31 13F Intuit Com 461202103 5,108 -4,475 -46.70 2,456 -60.16 0.1578
2022-01-31 2021-12-31 13F Intuit Com 461202103 9,583 -1,055 -9.92 6,164 7.41 0.3807
2021-10-26 2021-09-30 13F Intuit Com 461202103 10,638 -40 -0.37 5,739 9.65 0.3664
2021-08-03 2021-06-30 13F Intuit Com 461202103 10,678 0 0.00 5,234 27.94 0.3357
2021-05-14 2021-03-31 13F Intuit Com 461202103 10,678 -242 -2.22 4,091 -1.37 0.3048
2021-02-12 2020-12-31 13F Intuit Com 461202103 10,920 0 0.00 4,148 16.42 0.3079
2020-11-13 2020-09-30 13F Intuit Com 461202103 10,920 0 0.00 3,563 10.17 0.3033
2020-08-18 2020-06-30 13F Intuit Com 461202103 10,920 0 0.00 3,234 28.79 0.2974
2020-05-21 2020-03-31 13F Intuit Com 461202103 10,920 0 0.00 2,511 -12.23 0.2760
2020-02-18 2019-12-31 13F Intuit Com 461202103 10,920 0 0.00 2,861 -1.48 0.2795
2019-11-19 2019-09-30 13F Intuit Com 461202103 10,920 0 0.00 2,904 1.75 0.3060
2019-08-16 2019-06-30 13F Intuit Com 461202103 10,920 0 0.00 2,854 -0.04 0.3029
2019-05-15 2019-03-31 13F Intuit Com 461202103 10,920 0 0.00 2,855 32.79 0.3297
2019-02-22 2018-12-31 13F Intuit Com 461202103 10,920 0 0.00 2,150 -13.41 0.2845
2018-11-15 2018-09-30 13F Intuit Com 461202103 10,920 -670 -5.78 2,483 4.86 0.2893
2018-08-14 2018-06-30 13F Intuit Com 461202103 11,590 11,590 2,368 0.2998
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.