Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership1,603 shares
Latest Disclosed Value $ 693,105
Evercore Wealth Management, LLC reports 75.00% increase in ownership of 0JCT / Intuit Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 1,603 shares of Intuit Inc. (GB:0JCT) valued at $691,005 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 916 shares of Intuit Inc.. This represents a change in shares of 75.00% during the quarter. The current value of the position is $661,558 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 1,603 687 75.00 693 14.36 0.0109
2026-02-17 2025-12-31 13F INTUIT COM 461202103 916 0 0.00 607 -3.04 0.0089
2025-11-14 2025-09-30 13F INTUIT COM 461202103 916 -63 -6.44 626 -18.94 0.0092
2025-08-14 2025-06-30 13F INTUIT COM 461202103 979 0 0.00 771 28.29 0.0120
2025-05-15 2025-03-31 13F INTUIT COM 461202103 979 -22 -2.20 601 -4.45 0.0097
2025-02-14 2024-12-31 13F INTUIT COM 461202103 1,001 0 0.00 629 1.29 0.0094
2024-11-14 2024-09-30 13F INTUIT COM 461202103 1,001 0 0.00 622 -5.48 0.0093
2024-08-14 2024-06-30 13F INTUIT COM 461202103 1,001 -78 -7.23 658 -6.28 0.0104
2024-05-15 2024-03-31 13F INTUIT COM 461202103 1,079 -14 -1.28 701 2.64 0.0110
2024-02-14 2023-12-31 13F INTUIT COM 461202103 1,093 14 1.30 683 23.96 0.0115
2023-11-14 2023-09-30 13F INTUIT COM 461202103 1,079 21 1.98 551 13.84 0.0103
2023-08-04 2023-06-30 13F INTUIT COM 461202103 1,058 -125 -10.57 485 -8.16 0.0089
2023-05-15 2023-03-31 13F INTUIT COM 461202103 1,183 -481 -28.91 527 -18.55 0.0105
2023-02-14 2022-12-31 13F INTUIT COM 461202103 1,664 397 31.33 648 31.77 0.0136
2022-11-14 2022-09-30 13F INTUIT COM 461202103 1,267 337 36.24 491 37.15 0.0111
2022-08-15 2022-06-30 13F INTUIT COM 461202103 930 0 0.00 358 -19.91 0.0075
2022-05-16 2022-03-31 13F INTUIT COM 461202103 930 -1 -0.11 447 -25.38 0.0079
2022-02-14 2021-12-31 13F INTUIT COM 461202103 931 -37 -3.82 599 14.75 0.0097
2021-11-15 2021-09-30 13F INTUIT COM 461202103 968 0 0.00 522 10.13 0.0094
2021-08-16 2021-06-30 13F INTUIT COM 461202103 968 -379 -28.14 474 -8.14 0.0087
2021-05-17 2021-03-31 13F INTUIT COM 461202103 1,347 -34 -2.46 516 -1.71 0.0102
2021-02-16 2020-12-31 13F INTUIT COM 461202103 1,381 -30 -2.13 525 14.13 0.0113
2020-11-16 2020-09-30 13F INTUIT COM 461202103 1,411 -1 -0.07 460 10.05 0.0113
2020-08-13 2020-06-30 13F INTUIT COM 461202103 1,412 -137 -8.84 418 17.42 0.0112
2020-05-14 2020-03-31 13F INTUIT COM 461202103 1,549 -912 -37.06 356 -44.81 0.0117
2020-02-13 2019-12-31 13F INTUIT COM 461202103 2,461 437 21.59 645 19.89 0.0174
2019-11-14 2019-09-30 13F INTUIT COM 461202103 2,024 146 7.77 538 9.80 0.0158
2019-08-13 2019-06-30 13F INTUIT COM 461202103 1,878 -1 -0.05 490 -0.20 0.0149
2019-05-14 2019-03-31 13F INTUIT COM 461202103 1,879 502 36.46 491 81.18 0.0158
2019-02-13 2018-12-31 13F INTUIT COM 461202103 1,377 35 2.61 271 -11.15 0.0102
2018-11-13 2018-09-30 13F INTUIT COM 461202103 1,342 49 3.79 305 15.53 0.0098
2018-08-14 2018-06-30 13F INTUIT COM 461202103 1,293 -105 -7.51 264 9.09 0.0090
2018-05-14 2018-03-31 13F INTUIT COM 461202103 1,398 -25 -1.76 242 7.56 0.0092
2018-02-13 2017-12-31 13F INTUIT COM 461202103 1,423 -73 -4.88 225 6.13 0.0084
2017-11-13 2017-09-30 13F INTUIT COM 461202103 1,496 0 0.00 212 7.07 0.0083
2017-08-11 2017-06-30 13F INTUIT COM 461202103 1,496 105 7.55 198 22.98 0.0076
2017-05-12 2017-03-31 13F INTUIT COM 461202103 1,391 -17 -1.21 161 -0.62 0.0063
2017-02-08 2016-12-31 13F INTUIT COM 461202103 1,408 -103 -6.82 162 -2.41 0.0067
2016-11-10 2016-09-30 13F INTUIT COM 461202103 1,511 0 0.00 166 -1.78 0.0069
2016-09-20 2016-06-30 13F/A-1 INTUIT COM 461202103 1,511 -327 -17.79 169 -11.98 0.0075
2016-08-01 2016-06-30 13F INTUIT COM 461202103 1,438 161
2016-05-02 2016-03-31 13F INTUIT COM 461202103 1,838 250 15.74 192 25.49 0.0085
2016-02-16 2015-12-31 13F INTUIT COM 461202103 1,588 120 8.17 153 16.79 0.0071
2015-11-16 2015-09-30 13F INTUIT COM 461202103 1,468 0 0.00 131 -11.49 0.0063
2015-08-06 2015-06-30 13F INTUIT COM 461202103 1,468 0 0.00 148 3.50 0.0067
2015-05-06 2015-03-31 13F INTUIT COM 461202103 1,468 -38 -2.52 143 2.88 0.0066
2015-02-13 2014-12-31 13F INTUIT COM 461202103 1,506 1,106 276.50 139 297.14 0.0069
2014-11-13 2014-09-30 13F INTUIT COM 461202103 400 0 0.00 35 9.38 0.0018
2014-08-14 2014-06-30 13F INTUIT COM 461202103 400 -200 -33.33 32 -31.91 0.0016
2014-05-15 2014-03-31 13F INTUIT COM 461202103 600 0 0.00 47 2.17 0.0026
2014-02-11 2013-12-31 13F INTUIT COM 461202103 600 0 0.00 46 15.00 0.0025
2013-11-13 2013-09-30 13F INTUIT COM 461202103 600 0 0.00 40 8.11 0.0023
2013-08-14 2013-06-30 13F INTUIT COM 461202103 600 600 37 0.0021
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.