Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionMcdaniel Terry & Co
Latest Disclosed Ownership40,387 shares
Latest Disclosed Value $ 17,462,408
Mcdaniel Terry & Co reports 4.84% increase in ownership of 0JCT / Intuit Inc.

On May 5, 2026 - Mcdaniel Terry & Co filed a 13F-HR form disclosing ownership of 40,387 shares of Intuit Inc. (GB:0JCT) valued at $17,409,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 38,523 shares of Intuit Inc.. This represents a change in shares of 4.84% during the quarter. The current value of the position is $16,667,715 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)
2026-05-05 2026-03-31 13F Intuit Stock 461202103 40,387 1,864 4.84 17,462 -31.57 1.4834
2026-02-10 2025-12-31 13F Intuit Stock 461202103 38,523 -757 -1.93 25,519 -4.87 2.2219
2025-10-22 2025-09-30 13F Intuit Stock 461202103 39,280 7 0.02 26,825 -13.28 2.1594
2025-07-31 2025-06-30 13F Intuit Stock 461202103 39,273 -1,422 -3.49 30,933 128,783.33 2.5324
2025-04-24 2025-03-31 13F Intuit COM 461202103 40,695 178 0.44 25 -4.00 2.1861
2025-02-03 2024-12-31 13F Intuit COM 461202103 40,517 220 0.55 25 0.00 2.0877
2024-10-23 2024-09-30 13F Intuit COM 461202103 40,297 476 1.20 25 -3.85 2.0956
2024-08-05 2024-06-30 13F Intuit COM 461202103 39,821 782 2.00 26 4.00 2.2843
2024-04-29 2024-03-31 13F Intuit COM 461202103 39,039 -76 -0.19 25 4.17 2.2565
2024-01-24 2023-12-31 13F Intuit COM 461202103 39,115 61 0.16 24 26.32 2.3386
2023-10-23 2023-09-30 13F Intuit COM 461202103 39,054 588 1.53 20 11.76 2.0783
2023-07-21 2023-06-30 13F Intuit COM 461202103 38,466 -217 -0.56 18 0.00 1.7933
2023-05-05 2023-03-31 13F Intuit COM 461202103 38,683 558 1.46 17 21.43 1.8790
2023-01-23 2022-12-31 13F Intuit COM 461202103 38,125 52 0.14 15 -99.91 1.7255
2022-10-06 2022-09-30 13F Intuit COM 461202103 38,073 822 2.21 14,746 2.70 1.9100
2022-07-28 2022-06-30 13F Intuit COM 461202103 37,251 1,796 5.07 14,358 -15.78 1.7724
2022-04-27 2022-03-31 13F Intuit COM 461202103 35,455 901 2.61 17,048 -23.30 1.8425
2022-01-20 2021-12-31 13F Intuit COM 461202103 34,554 844 2.50 22,226 22.21 2.2260
2021-12-06 2021-09-30 13F Intuit COM 461202103 33,710 488 1.47 18,187 11.69 2.1217
2021-08-11 2021-06-30 13F Intuit COM 461202103 33,222 713 2.19 16,284 30.76 1.8769
2021-05-17 2021-03-31 13F Intuit COM 461202103 32,509 611 1.92 12,453 2.78 1.5241
2021-02-12 2020-12-31 13F Intuit COM 461202103 31,898 1,318 4.31 12,116 21.45 1.5364
2020-11-09 2020-09-30 13F Intuit COM 461202103 30,580 3,886 14.56 9,976 26.18 1.4118
2020-08-13 2020-06-30 13F Intuit COM 461202103 26,694 26,694 7,906 1.2043
2016-11-10 2016-09-30 13F Intuit COM 461202103 0 -3,480 -100.00 0 -100.00
2016-08-15 2016-06-30 13F Intuit COM 461202103 3,480 3,480 388 0.0872
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.