Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership757 shares
Latest Disclosed Value $ 327,409
Sunbelt Securities, Inc. reports 12.69% decrease in ownership of 0JCT / Intuit Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 757 shares of Intuit Inc. (GB:0JCT) valued at $326,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 867 shares of Intuit Inc.. This represents a change in shares of -12.69% during the quarter. The current value of the position is $312,414 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)
2026-05-16 2026-03-31 13F INTUIT COM Stock 461202103 757 -110 -12.69 327 -43.03 0.0207
2026-02-20 2025-12-31 13F INTUIT COM Stock 461202103 867 50 6.12 574 2.87 0.0383
2025-11-19 2025-09-30 13F INTUIT COM Stock 461202103 817 -258 -24.00 558 -17.33 0.0385
2025-08-14 2025-06-30 13F INTUIT COM Stock 461202103 1,075 270 33.54 676 36.64 0.0596
2025-04-24 2025-03-31 13F INTUIT COM Stock 461202103 805 -270 -25.12 494 -27.03 0.0441
2025-02-18 2024-12-31 13F INTUIT COM Stock 461202103 1,075 -1,152 -51.73 677 -51.01 0.0597
2024-11-18 2024-09-30 13F INTUIT COM Stock 461202103 2,227 -666 -23.02 1,383 -27.30 0.1356
2024-08-16 2024-06-30 13F INTUIT COM Stock 461202103 2,893 -13 -0.45 1,901 0.64 0.1945
2024-04-15 2024-03-31 13F INTUIT COM Stock 461202103 2,906 -490 -14.43 1,889 -10.98 0.2107
2024-02-15 2023-12-31 13F INTUIT COM Stock 461202103 3,396 5 0.15 2,123 22.52 0.2673
2023-12-11 2023-09-30 13F INTUIT COM Stock 461202103 3,391 36 1.07 1,733 12.69 0.2398
2023-08-16 2023-06-30 13F INTUIT COM Stock 461202103 3,355 746 28.59 1,537 33.89 0.2211
2023-05-17 2023-03-31 13F INTUIT COM Stock 461202103 2,609 128 5.16 1,148 18.96 0.1846
2023-02-08 2022-12-31 13F INTUIT COM 461202103 2,481 -379 -13.25 966 -12.91 0.1887
2022-11-21 2022-09-30 13F INTUIT COM 461202103 2,860 844 41.87 1,108 42.60 0.2342
2022-10-03 2022-06-30 13F INTUIT COM 461202103 2,016 9 0.45 777 -17.95 0.1643
2022-05-16 2022-03-31 13F INTUIT COM 461202103 2,007 -159 -7.34 947 -21.08 0.1734
2022-02-14 2021-12-31 13F INTUIT COM 461202103 2,166 -94 -4.16 1,200 5.82 0.1949
2021-11-15 2021-09-30 13F INTUIT COM 461202103 2,260 0 0.00 1,134 0.00 0.2039
2021-07-29 2021-06-30 13F INTUIT COM 461202103 2,260 100 4.63 1,134 37.12 0.2041
2021-05-27 2021-03-31 13F INTUIT COM 461202103 2,160 -231 -9.66 827 -8.92 0.1629
2021-02-09 2020-12-31 13F INTUIT COM 461202103 2,391 102 4.46 908 18.69 0.1877
2020-11-17 2020-09-30 13F INTUIT COM 461202103 2,289 1,224 114.93 765 142.86 0.2127
2020-08-14 2020-06-30 13F INTUIT COM 461202103 1,065 -62,854 -98.33 315 -98.17 0.1082
2020-05-15 2020-03-31 13F INTUIT COM 461202103 63,919 61,927 3,108.79 17,232 6,189.05 0.7385
2020-02-26 2019-12-31 13F/A-1 INTUIT COM 461202103 1,992 1,090 120.84 274 14.17 0.0288
2020-02-14 2019-12-31 13F INTUIT COM 461202103 1,992 1,090 69 27.0665
2019-11-15 2019-09-30 13F INTUIT COM 461202103 902 902 240 0.0269
2017-02-15 2015-12-31 13F/A-1 INTUIT COM 461202103 0 -100 -100.00 0 -100.00
2015-11-12 2015-09-30 13F INTUIT COM 461202103 100 100 9 0.0094
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.