Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionLyell Wealth Management, Lp
Latest Disclosed Ownership28,832 shares
Latest Disclosed Value $ 12,466,434
Lyell Wealth Management, Lp reports 12.70% decrease in ownership of 0JCT / Intuit Inc.

On May 7, 2026 - Lyell Wealth Management, Lp filed a 13F-HR form disclosing ownership of 28,832 shares of Intuit Inc. (GB:0JCT) valued at $12,428,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 33,026 shares of Intuit Inc.. This represents a change in shares of -12.70% during the quarter. The current value of the position is $11,898,966 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)
2026-05-07 2026-03-31 13F INTUIT COM Stock 461202103 28,832 -4,194 -12.70 12,466 -43.02 0.9161
2026-02-11 2025-12-31 13F INTUIT COM Stock 461202103 33,026 -58 -0.18 21,877 -3.17
2025-11-06 2025-09-30 13F INTUIT COM Stock 461202103 33,084 1,409 4.45 22,593 -9.44 1.6782
2025-07-29 2025-06-30 13F INTUIT COM Stock 461202103 31,675 240 0.76 24,948 29.26 1.9705
2025-05-08 2025-03-31 13F INTUIT COM Stock 461202103 31,435 201 0.64 19,301 -1.68 1.8041
2025-02-03 2024-12-31 13F INTUIT COM Stock 461202103 31,234 501 1.63 19,631 2.86 1.7597
2024-10-23 2024-09-30 13F INTUIT COM Stock 461202103 30,733 48 0.16 19,085 -5.36 1.7354
2024-08-08 2024-06-30 13F INTUIT COM Stock 461202103 30,685 1,285 4.37 20,166 5.53 1.9255
2024-05-03 2024-03-31 13F INTUIT COM Stock 461202103 29,400 -261 -0.88 19,110 3.08 1.9430
2024-02-02 2023-12-31 13F INTUIT COM Stock 461202103 29,661 -1,229 -3.98 18,539 17.47 2.1077
2023-10-31 2023-09-30 13F INTUIT COM Stock 461202103 30,890 -40 -0.13 15,783 11.37 2.1226
2023-08-04 2023-06-30 13F INTUIT COM Stock 461202103 30,930 138 0.45 14,172 3.23 1.8113
2023-05-03 2023-03-31 13F INTUIT COM Stock 461202103 30,792 -2,019 -6.15 13,728 7.49 1.9217
2023-01-24 2022-12-31 13F INTUIT COM Stock 461202103 32,811 -749 -2.23 12,771 -1.75 2.0169
2022-10-24 2022-09-30 13F INTUIT COM Stock 461202103 33,560 118 0.35 12,998 0.84 2.2131
2022-07-28 2022-06-30 13F INTUIT COM 461202103 33,442 38 0.11 12,890 -19.75 2.1021
2022-05-04 2022-03-31 13F INTUIT COM 461202103 33,404 -1,815 -5.15 16,062 -29.10 2.0672
2022-02-08 2021-12-31 13F INTUIT COM 461202103 35,219 331 0.95 22,654 20.36 2.5858
2021-11-10 2021-09-30 13F INTUIT COM 461202103 34,888 -417 -1.18 18,822 8.77 2.2892
2021-08-09 2021-06-30 13F INTUIT COM 461202103 35,305 566 1.63 17,305 30.04 2.1420
2021-05-07 2021-03-31 13F INTUIT COM 461202103 34,739 2,504 7.77 13,307 8.68 1.9385
2021-02-04 2020-12-31 13F INTUIT COM 461202103 32,235 2,525 8.50 12,244 26.33 1.9555
2020-11-04 2020-09-30 13F INTUIT COM 461202103 29,710 1,277 4.49 9,692 15.08 1.8158
2020-07-30 2020-06-30 13F INTUIT COM 461202103 28,433 788 2.85 8,422 32.46 1.8475
2020-05-11 2020-03-31 13F INTUIT COM 461202103 27,645 718 2.67 6,358 -9.85 1.9007
2020-02-05 2019-12-31 13F INTUIT COM 461202103 26,927 1,642 6.49 7,053 4.89 1.8832
2019-11-06 2019-09-30 13F INTUIT COM 461202103 25,285 300 1.20 6,724 2.99 2.0208
2019-08-01 2019-06-30 13F INTUIT COM 461202103 24,985 1,770 7.62 6,529 7.58 1.9682
2019-05-06 2019-03-31 13F INTUIT COM 461202103 23,215 587 2.59 6,069 36.26 2.0260
2019-02-09 2018-12-31 13F Intuit COM 461202103 22,628 -3,183 -12.33 4,454 -24.11 1.8597
2018-10-30 2018-09-30 13F Intuit COM 461202103 25,811 -585 -2.22 5,869 8.83 1.9761
2018-07-27 2018-06-30 13F Intuit COM 461202103 26,396 20 0.08 5,393 17.96 1.9711
2018-05-04 2018-03-31 13F Intuit COM 461202103 26,376 -335 -1.25 4,572 8.50 1.6915
2018-01-30 2017-12-31 13F Intuit COM 461202103 26,711 495 1.89 4,214 13.10 1.6736
2017-10-26 2017-09-30 13F Intuit COM 461202103 26,216 215 0.83 3,726 7.91 1.6091
2017-07-27 2017-06-30 13F Intuit COM 461202103 26,001 1,385 5.63 3,453 20.95 1.6804
2017-05-08 2017-03-31 13F Intuit Equity 461202103 24,616 -1,050 -4.09 2,855 -2.96 1.5448
2017-02-13 2016-12-31 13F Intuit Common Stock 461202103 25,666 25,666 2,942 1.8279
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.