Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership2,105 shares
Latest Disclosed Value $ 909,986
Sowell Financial Services LLC reports 16.88% increase in ownership of 0JCT / Intuit Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 2,105 shares of Intuit Inc. (GB:0JCT) valued at $907,402 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,801 shares of Intuit Inc.. This represents a change in shares of 16.88% during the quarter. The current value of the position is $868,734 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 2,105 304 16.88 910 -23.74 0.0337
2026-01-21 2025-12-31 13F INTUIT COM 461202103 1,801 -207 -10.31 1,193 -13.06 0.0438
2025-10-17 2025-09-30 13F INTUIT COM 461202103 2,008 78 4.04 1,371 -9.74 0.0526
2025-07-14 2025-06-30 13F INTUIT COM 461202103 1,930 534 38.25 1,520 77.25 0.0619
2025-04-17 2025-03-31 13F INTUIT COM 461202103 1,396 1,396 857 0.0390
2023-08-14 2023-06-30 13F INTUIT STOCK 461202103 0 -1,408 -100.00 0 0.0000
2023-05-12 2023-03-31 13F INTUIT STOCK 461202103 1,408 1,408 1 0.0485
2021-08-05 2021-06-30 13F INTUIT COM Stock 461202103 0 -1,763 -100.00 0 -100.00
2021-05-07 2021-03-31 13F INTUIT COM Stock 461202103 1,763 39 2.26 695 6.11 0.0242
2021-01-13 2020-12-31 13F INTUIT COM COM 461202103 1,724 -208 -10.77 655 3.97 0.0280
2020-11-12 2020-09-30 13F INTUIT COM COM 461202103 1,932 373 23.93 630 36.36 0.0315
2020-08-13 2020-06-30 13F INTUIT COM Stock 461202103 1,559 931 148.25 462 220.83 0.0254
2020-05-12 2020-03-31 13F INTUIT COM Stock 461202103 628 -63 -9.12 144 -20.44 0.0107
2020-02-07 2019-12-31 13F INTUIT COM Stock 461202103 691 -3,993 -85.25 181 -85.47 0.0138
2019-11-14 2019-09-30 13F INTUIT COM COM 461202103 4,684 50 1.08 1,246 2.89 0.1030
2019-05-15 2019-03-31 13F INTUIT COM Stock 461202103 4,634 495 11.96 1,211 48.59 0.1352
2019-03-05 2018-12-31 13F INTUIT COM 461202103 4,139 -2,470 -37.37 815 -45.78 0.1154
2018-11-13 2018-09-30 13F INTUIT COM 461202103 6,609 15 0.23 1,503 8.76 0.2182
2018-08-14 2018-06-30 13F INTUIT COM 461202103 6,594 -149 -2.21 1,382 10.21 0.2933
2018-05-10 2018-03-31 13F INTUIT COM 461202103 6,743 -1,803 -21.10 1,254 -10.75 0.3134
2018-01-29 2017-12-31 13F INTUIT COM 461202103 8,546 4,723 123.54 1,405 142.66 0.3435
2017-11-07 2017-09-30 13F INTUIT COM 461202103 3,823 14 0.37 579 11.56 0.1510
2017-08-14 2017-06-30 13F INTUIT COM 461202103 3,809 18 0.47 519 -0.76 0.1473
2017-05-31 2017-03-31 13F INTUIT COM 461202103 3,791 3,724 5,558.21 523 6,437.50 0.1544
2017-02-27 2016-12-31 13F Intuit COM 461202103 67 67 8 0.0027
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.