Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSegment Wealth Management, LLC
Latest Disclosed Ownership23,796 shares
Latest Disclosed Value $ 10,288,989
Segment Wealth Management, LLC reports 25.22% decrease in ownership of 0JCT / Intuit Inc.

On April 20, 2026 - Segment Wealth Management, LLC filed a 13F-HR form disclosing ownership of 23,796 shares of Intuit Inc. (GB:0JCT) valued at $10,257,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 31,822 shares of Intuit Inc.. This represents a change in shares of -25.22% during the quarter. The current value of the position is $9,820,609 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)
2026-04-20 2026-03-31 13F INTUIT COM 461202103 23,796 -8,026 -25.22 10,289 -51.19 0.6037
2026-01-29 2025-12-31 13F INTUIT COM 461202103 31,822 461 1.47 21,080 -1.57 1.2225
2025-10-20 2025-09-30 13F INTUIT COM 461202103 31,361 158 0.51 21,417 -12.86 1.2835
2025-07-21 2025-06-30 13F INTUIT COM 461202103 31,203 -484 -1.53 24,576 26.32 1.5598
2025-04-22 2025-03-31 13F INTUIT COM 461202103 31,687 743 2.40 19,455 0.04 1.3162
2025-01-17 2024-12-31 13F INTUIT COM 461202103 30,944 161 0.52 19,448 1.74 1.3257
2024-10-22 2024-09-30 13F INTUIT COM 461202103 30,783 135 0.44 19,116 -5.09 1.3137
2024-07-23 2024-06-30 13F INTUIT COM 461202103 30,648 431 1.43 20,142 2.55 1.4860
2024-04-24 2024-03-31 13F INTUIT COM 461202103 30,217 1,092 3.75 19,641 7.90 1.4924
2024-01-26 2023-12-31 13F INTUIT COM 461202103 29,125 1,053 3.75 18,204 26.92 1.6077
2023-10-25 2023-09-30 13F INTUIT COM 461202103 28,072 770 2.82 14,343 14.65 1.4580
2023-08-22 2023-06-30 13F/A-1 INTUIT COM 461202103 27,302 -376 -1.36 12,509 1.38 1.2864
2023-07-21 2023-06-30 13F INTUIT COM 461202103 27,302 -376 12,509 1.2987
2023-04-20 2023-03-31 13F INTUIT COM 461202103 27,678 748 2.78 12,340 17.73 1.3959
2023-01-13 2022-12-31 13F INTUIT COM 461202103 26,930 556 2.11 10,482 2.60 1.2135
2022-10-24 2022-09-30 13F INTUIT COM 461202103 26,374 1,085 4.29 10,215 4.80 1.2754
2022-07-20 2022-06-30 13F INTUIT COM 461202103 25,289 1,809 7.70 9,747 -13.67 1.2372
2022-04-25 2022-03-31 13F INTUIT COM 461202103 23,480 1,506 6.85 11,290 -20.12 1.1634
2022-01-24 2021-12-31 13F INTUIT COM 461202103 21,974 3 0.01 14,134 19.23 1.4825
2021-10-19 2021-09-30 13F INTUIT COM 461202103 21,971 80 0.37 11,854 10.48 1.4069
2021-07-20 2021-06-30 13F INTUIT COM 461202103 21,891 580 2.72 10,730 31.45 1.2733
2021-05-10 2021-03-31 13F INTUIT COM 461202103 21,311 691 3.35 8,163 4.21 1.0826
2021-01-27 2020-12-31 13F INTUIT COM 461202103 20,620 -862 -4.01 7,833 11.77 1.1308
2020-10-27 2020-09-30 13F INTUIT COM 461202103 21,482 18,783 695.92 7,008 777.10 1.1381
2020-07-15 2020-06-30 13F INTUIT COM 461202103 2,699 1,115 70.39 799 119.51 0.1477
2020-04-24 2020-03-31 13F INTUIT COM 461202103 1,584 1,584 364 0.0811
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.