Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionJacobi Capital Management LLC
Latest Disclosed Ownership4,345 shares
Latest Disclosed Value $ 1,878,716
Jacobi Capital Management LLC reports 19.24% increase in ownership of 0JCT / Intuit Inc.

On May 14, 2026 - Jacobi Capital Management LLC filed a 13F-HR form disclosing ownership of 4,345 shares of Intuit Inc. (GB:0JCT) valued at $1,872,999 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,644 shares of Intuit Inc.. This represents a change in shares of 19.24% during the quarter. The current value of the position is $1,793,182 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)
2026-05-14 2026-03-31 13F INTUIT COM 461202103 4,345 701 19.24 1,879 -22.17 0.1049
2026-02-13 2025-12-31 13F INTUIT COM 461202103 3,644 24 0.66 2,414 -2.35 0.1399
2025-11-07 2025-09-30 13F INTUIT COM 461202103 3,620 19 0.53 2,472 -12.87 0.1505
2025-08-12 2025-06-30 13F INTUIT COM 461202103 3,601 184 5.38 2,836 35.24 0.1883
2025-05-27 2025-03-31 13F INTUIT COM 461202103 3,417 12 0.35 2,098 -2.01 0.1547
2025-02-05 2024-12-31 13F INTUIT COM 461202103 3,405 0 0.00 2,140 1.23 0.1598
2024-11-14 2024-09-30 13F INTUIT COM 461202103 3,405 34 1.01 2,114 -4.56 0.1598
2024-08-09 2024-06-30 13F INTUIT COM 461202103 3,371 63 1.90 2,216 3.02 0.1924
2024-05-10 2024-03-31 13F INTUIT COM 461202103 3,308 -54 -1.61 2,150 2.33 0.1987
2024-02-14 2023-12-31 13F INTUIT COM 461202103 3,362 -70 -2.04 2,101 19.85 0.2155
2023-11-13 2023-09-30 13F INTUIT COM 461202103 3,432 -14 -0.41 1,754 11.02 0.1982
2023-08-08 2023-06-30 13F INTUIT COM 461202103 3,446 1 0.03 1,579 2.87 0.1766
2023-05-05 2023-03-31 13F INTUIT COM 461202103 3,445 6 0.17 1,536 14.72 0.1823
2023-02-13 2022-12-31 13F INTUIT COM 461202103 3,439 -1 -0.03 1,338 0.45 0.1674
2022-11-09 2022-09-30 13F INTUIT COM 461202103 3,440 -73 -2.08 1,332 -1.62 0.1824
2022-08-05 2022-06-30 13F INTUIT COM 461202103 3,513 -181 -4.90 1,354 -23.76 0.1801
2022-05-06 2022-03-31 13F INTUIT COM 461202103 3,694 80 2.21 1,776 -23.58 0.2122
2022-02-14 2021-12-31 13F INTUIT COM 461202103 3,614 -49 -1.34 2,324 17.61 0.2770
2021-11-15 2021-09-30 13F INTUIT COM 461202103 3,663 -49 -1.32 1,976 8.63 0.2513
2021-08-12 2021-06-30 13F INTUIT COM 461202103 3,712 1 0.03 1,819 28.01 0.2404
2021-05-11 2021-03-31 13F INTUIT COM 461202103 3,711 0 0.00 1,421 0.78 0.2097
2021-02-08 2020-12-31 13F INTUIT COM 461202103 3,711 -248 -6.26 1,410 9.13 0.2226
2020-10-30 2020-09-30 13F INTUIT COM 461202103 3,959 -75 -1.86 1,292 8.12 0.2267
2020-08-04 2020-06-30 13F/A-1 INTUIT COM 461202103 4,034 -249 -5.81 1,195 21.32 0.2234
2020-07-27 2020-06-30 13F INTUIT COM 461202103 78 -4,205 1,195 223,413.7623
2020-04-24 2020-03-31 13F INTUIT COM 461202103 4,283 -100 -2.28 985 -14.20 0.2117
2020-02-03 2019-12-31 13F INTUIT COM 461202103 4,383 -100 -2.23 1,148 -3.69 0.2094
2019-11-12 2019-09-30 13F INTUIT COM 461202103 4,483 -34 -0.75 1,192 1.02 0.2359
2019-08-07 2019-06-30 13F INTUIT COM 461202103 4,517 -100 -2.17 1,180 -2.24 0.2397
2019-05-13 2019-03-31 13F INTUIT COM 461202103 4,617 -50 -1.07 1,207 31.34 0.3082
2019-02-11 2018-12-31 13F INTUIT COM 461202103 4,667 0 0.00 919 -13.38 0.2513
2018-11-14 2018-09-30 13F INTUIT COM 461202103 4,667 -133 -2.77 1,061 8.15 0.2836
2018-08-14 2018-06-30 13F INTUIT COM 461202103 4,800 0 0.00 981 20.37 0.2835
2018-05-03 2018-03-31 13F INTUIT COM 461202103 4,800 0 0.00 815 3.43 0.2443
2018-02-05 2017-12-31 13F INTUIT COM 461202103 4,800 -400 -7.69 788 5.21 0.2550
2017-11-02 2017-09-30 13F INTUIT COM 461202103 5,200 -50 -0.95 749 8.24 0.2539
2017-08-10 2017-06-30 13F INTUIT COM 461202103 5,250 -100 -1.87 692 10.90 0.2677
2017-05-26 2017-03-31 13F INTUIT COM 461202103 5,350 1,100 25.88 624 26.06 0.3194
2017-02-08 2016-12-31 13F INTUIT COM 461202103 4,250 -1,100 -20.56 495 -15.38 0.3022
2016-11-14 2016-09-30 13F INTUIT COM 461202103 5,350 0 0.00 585 -3.47 0.2766
2016-11-14 2016-06-30 13F INTUIT COM 461202103 5,350 5,350 606 0.3027
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.