Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionInlet Private Wealth, LLC
Latest Disclosed Ownership3,820 shares
Latest Disclosed Value $ 1,651,692
Inlet Private Wealth, LLC reports 0.57% decrease in ownership of 0JCT / Intuit Inc.

On May 13, 2026 - Inlet Private Wealth, LLC filed a 13F-HR form disclosing ownership of 3,820 shares of Intuit Inc. (GB:0JCT) valued at $1,646,687 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 3,842 shares of Intuit Inc.. This represents a change in shares of -0.57% during the quarter. The current value of the position is $1,576,514 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)
2026-05-13 2026-03-31 13F INTUIT COM 461202103 3,820 -22 -0.57 1,652 -35.13 0.4218
2026-01-21 2025-12-31 13F INTUIT COM 461202103 3,842 0 0.00 2,545 -2.97 0.5903
2025-10-31 2025-09-30 13F INTUIT COM 461202103 3,842 22 0.58 2,624 -12.80 0.5921
2025-08-05 2025-06-30 13F INTUIT COM 461202103 3,820 0 0.00 3,009 28.27 0.7394
2025-05-07 2025-03-31 13F INTUIT COM 461202103 3,820 0 0.00 2,345 -2.29 0.6097
2025-01-24 2024-12-31 13F INTUIT COM 461202103 3,820 -8 -0.21 2,401 0.97 0.6350
2024-10-16 2024-09-30 13F INTUIT COM 461202103 3,828 0 0.00 2,377 -5.49 0.6031
2024-07-23 2024-06-30 13F INTUIT COM 461202103 3,828 0 0.00 2,516 1.09 0.6884
2024-04-25 2024-03-31 13F INTUIT COM 461202103 3,828 0 0.00 2,488 4.01 0.6950
2024-01-26 2023-12-31 13F INTUIT COM 461202103 3,828 0 0.00 2,393 22.35 0.7333
2023-10-30 2023-09-30 13F INTUIT COM 461202103 3,828 0 0.00 1,956 11.52 0.6432
2023-07-27 2023-06-30 13F INTUIT COM 461202103 3,828 0 0.00 1,754 2.75 0.4425
2023-05-03 2023-03-31 13F INTUIT COM 461202103 3,828 0 0.00 1,707 14.57 0.4438
2023-01-23 2022-12-31 13F INTUIT COM 461202103 3,828 0 0.00 1,490 0.40 0.3827
2022-10-20 2022-09-30 13F INTUIT COM 461202103 3,828 0 0.00 1,483 0.54 0.4419
2022-07-13 2022-06-30 13F INTUIT COM 461202103 3,828 0 0.00 1,475 -19.88 0.4212
2022-04-29 2022-03-31 13F INTUIT COM 461202103 3,828 -10 -0.26 1,841 -25.44 0.4600
2022-01-31 2021-12-31 13F INTUIT COM 461202103 3,838 -48 -1.24 2,469 17.74 0.5987
2021-11-12 2021-09-30 13F/A-3 INTUIT COM 461202103 3,886 0 0.00 2,097 10.08 0.5622
2021-10-22 2021-09-30 13F INTUIT COM 461202103 3,886 0 1,905 0.5061
2021-08-04 2021-06-30 13F INTUIT COM 461202103 3,886 0 0.00 1,905 27.94 0.4995
2021-05-05 2021-03-31 13F INTUIT COM 461202103 3,886 -14 -0.36 1,489 0.54 0.4261
2021-02-11 2020-12-31 13F INTUIT COM 461202103 3,900 -4 -0.10 1,481 16.25 0.4844
2020-10-16 2020-09-30 13F INTUIT COM 461202103 3,904 0 0.00 1,274 10.21 0.4965
2020-08-10 2020-06-30 13F INTUIT COM 461202103 3,904 0 0.00 1,156 28.73 0.4615
2020-04-28 2020-03-31 13F INTUIT COM 461202103 3,904 0 0.00 898 -12.22 0.4164
2020-01-17 2019-12-31 13F INTUIT COM 461202103 3,904 -96 -2.40 1,023 -3.85 0.3387
2019-10-17 2019-09-30 13F INTUIT COM 461202103 4,000 0 0.00 1,064 -5.59 0.3940
2019-07-22 2019-06-30 13F INTUIT COM 461202103 4,000 0 0.00 1,127 7.74 0.4051
2019-04-26 2019-03-31 13F INTUIT COM 461202103 4,000 0 0.00 1,046 32.91 0.4204
2019-01-26 2018-12-31 13F INTUIT COM 461202103 4,000 4,000 787 0.4235
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.