Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership3,368 shares
Latest Disclosed Value $ 1,456,125
GM Advisory Group, Inc. reports 0.44% decrease in ownership of 0JCT / Intuit Inc.

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 3,368 shares of Intuit Inc. (GB:0JCT) valued at $1,451,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,383 shares of Intuit Inc.. This represents a change in shares of -0.44% during the quarter. The current value of the position is $1,389,974 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)
2026-04-28 2026-03-31 13F Intuit Incorporated Com Com 461202103 3,368 -15 -0.44 1,456 -35.00 0.0539
2026-02-13 2025-12-31 13F Intuit Incorporated Com COM 461202103 3,383 151 4.67 2,241 1.54 0.0878
2025-11-19 2025-09-30 13F INTUIT COM 461202103 3,232 3 0.09 2,207 -13.25 0.0938
2025-08-13 2025-06-30 13F INTUIT COM 461202103 3,229 -3 -0.09 2,544 28.18 0.1257
2025-05-14 2025-03-31 13F INTUIT COM 461202103 3,232 1 0.03 1,984 -2.27 0.1072
2025-02-11 2024-12-31 13F INTUIT COM 461202103 3,231 -46 -1.40 2,030 -0.25 0.1124
2024-11-12 2024-09-30 13F INTUIT COM 461202103 3,277 5 0.15 2,035 -5.35 0.1220
2024-08-12 2024-06-30 13F INTUIT COM 461202103 3,272 5 0.15 2,150 1.27 0.1388
2024-05-09 2024-03-31 13F INTUIT COM 461202103 3,267 12 0.37 2,123 4.38 0.1489
2024-02-12 2023-12-31 13F INTUIT COM 461202103 3,255 8 0.25 2,034 22.60 0.1536
2023-11-14 2023-09-30 13F INTUIT COM 461202103 3,247 1 0.03 1,659 11.57 0.1356
2023-08-14 2023-06-30 13F INTUIT COM 461202103 3,246 -2 -0.06 1,487 2.76 0.1231
2023-05-12 2023-03-31 13F INTUIT COM 461202103 3,248 2 0.06 1,448 14.57 0.1318
2023-02-13 2022-12-31 13F INTUIT COM 461202103 3,246 3 0.09 1,263 0.56 0.1348
2022-11-14 2022-09-30 13F INTUIT COM 461202103 3,243 1,609 98.47 1,256 99.37 0.1580
2022-08-15 2022-06-30 13F INTUIT COM 461202103 1,634 -56 -3.31 630 -22.51 0.0983
2022-05-13 2022-03-31 13F INTUIT COM 461202103 1,690 0 0.00 813 -25.21 0.0967
2022-02-10 2021-12-31 13F INTUIT COM 461202103 1,690 56 3.43 1,087 23.24 0.0968
2021-11-12 2021-09-30 13F INTUIT COM 461202103 1,634 0 0.00 882 10.11 0.0889
2021-08-16 2021-06-30 13F INTUIT COM 461202103 1,634 0 0.00 801 27.96 0.0822
2021-05-13 2021-03-31 13F INTUIT COM 461202103 1,634 60 3.81 626 4.68 0.0751
2021-02-12 2020-12-31 13F INTUIT COM 461202103 1,574 -145 -8.44 598 6.60 0.0801
2020-11-12 2020-09-30 13F INTUIT COM 461202103 1,719 0 0.00 561 10.22 0.0858
2020-08-13 2020-06-30 13F INTUIT COM 461202103 1,719 219 14.60 509 47.54 0.0941
2020-05-13 2020-03-31 13F INTUIT COM 461202103 1,500 0 0.00 345 -12.21 0.0939
2020-02-14 2019-12-31 13F INTUIT COM 461202103 1,500 -145 -8.81 393 -10.07 0.1217
2019-11-14 2019-09-30 13F INTUIT COM 461202103 1,645 600 57.42 437 60.07 0.1359
2019-08-09 2019-06-30 13F INTUIT COM 461202103 1,045 0 0.00 273 0.00 0.0858
2019-05-14 2019-03-31 13F INTUIT COM 461202103 1,045 0 0.00 273 32.52 0.0897
2019-02-13 2018-12-31 13F INTUIT COM 461202103 1,045 0 0.00 206 -13.45 0.0767
2018-11-13 2018-09-30 13F INTUIT COM 461202103 1,045 0 0.00 238 11.74 0.0746
2018-08-14 2018-06-30 13F INTUIT COM 461202103 1,045 1,045 213 0.0633
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.