Intuit Inc.
GB ˙ LSE ˙ US4612021034
412,70 $ ↑237,44 (135,48%)
2026-04-07
DEL PRIS
SecurityGB:0JCT / Intuit Inc.
InstitutionTompkins Financial Corp
Latest Disclosed Ownership35 shares
Latest Disclosed Value $ 15,133
Tompkins Financial Corp reports 16.67% decrease in ownership of 0JCT / Intuit Inc.

On April 9, 2026 - Tompkins Financial Corp filed a 13F-HR form disclosing ownership of 35 shares of Intuit Inc. (GB:0JCT) valued at $15,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 42 shares of Intuit Inc.. This represents a change in shares of -16.67% during the quarter. The current value of the position is $14,444 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)
2026-04-09 2026-03-31 13F INTUIT COM 461202103 35 -7 -16.67 15 -44.44 0.0011
2026-01-08 2025-12-31 13F INTUIT COM 461202103 42 7 20.00 28 17.39 0.0022
2025-10-08 2025-09-30 13F INTUIT COM 461202103 35 0 0.00 24 -14.81 0.0020
2025-07-10 2025-06-30 13F INTUIT COM 461202103 35 0 0.00 28 28.57 0.0025
2025-04-07 2025-03-31 13F INTUIT COM 461202103 35 11 45.83 21 40.00 0.0021
2025-01-15 2024-12-31 13F Intuit COM 461202103 24 0 0.00 15 7.14 0.0014
2024-11-01 2024-09-30 13F Intuit COM 461202103 24 -3,414 -99.30 15 -98.23 0.0014
2021-02-05 2020-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 3,438 3,438 791 0.0609
2018-10-18 2018-09-30 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 0 -53 -100.00 0 -100.00
2018-07-18 2018-06-30 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 53 53 11 0.0024
2015-04-14 2015-03-31 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 0 -375 -100.00 0 -100.00
2015-01-15 2014-12-31 13F/A-1 INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 375 -20 -5.06 35 0.00 0.0087
2014-10-10 2014-09-30 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 395 0 0.00 35 9.38 0.0092
2014-07-11 2014-06-30 13F INTUIT EQUITIES/EXCHANGE TRADED FUNDS 461202103 395 0 0.00 32 3.23 0.0079
2014-04-10 2014-03-31 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 395 145 58.00 31 63.16 0.0078
2014-01-08 2013-12-31 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 250 0 0.00 19 11.76 0.0049
2013-10-11 2013-09-30 13F INTUIT COM EQUITIES/EXCHANGE TRADED FUNDS 461202103 250 250 17 0.0048
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.