Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionAlps Advisors Inc
Latest Disclosed Ownership5,337 shares
Latest Disclosed Value $ 2,307,612
Alps Advisors Inc reports 14.70% decrease in ownership of INTU / Intuit Inc.

On May 8, 2026 - Alps Advisors Inc filed a 13F-HR form disclosing ownership of 5,337 shares of Intuit Inc. (US:INTU) valued at $2,307,612 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,257 shares of Intuit Inc.. This represents a change in shares of -14.70% during the quarter. The current value of the position is $1,583,808 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)
2026-05-08 2026-03-31 13F INTUIT COM 461202103 5,337 -920 -14.70 2,308 -44.33 0.0109
2026-02-12 2025-12-31 13F INTUIT COM 461202103 6,257 -433 -6.47 4,145 -9.28 0.0241
2025-11-05 2025-09-30 13F INTUIT COM 461202103 6,690 729 12.23 4,569 -2.71 0.0254
2025-08-11 2025-06-30 13F INTUIT COM 461202103 5,961 -393 -6.19 4,695 20.35 0.0271
2025-04-30 2025-03-31 13F INTUIT COM 461202103 6,354 -102 -1.58 3,901 -3.85 0.0226
2025-02-13 2024-12-31 13F INTUIT COM 461202103 6,456 202 3.23 4,058 4.48 0.0256
2024-11-12 2024-09-30 13F INTUIT COM 461202103 6,254 1,746 38.73 3,884 31.09 0.0260
2024-08-13 2024-06-30 13F INTUIT COM 461202103 4,508 -99 -2.15 2,963 -1.07 0.0203
2024-05-14 2024-03-31 13F INTUIT COM 461202103 4,607 -804 -14.86 2,995 -11.47 0.0212
2024-02-14 2023-12-31 13F INTUIT COM 461202103 5,411 -435 -7.44 3,382 13.26 0.0266
2023-11-14 2023-09-30 13F INTUIT COM 461202103 5,846 -414 -6.61 2,987 4.11 0.0248
2023-08-14 2023-06-30 13F INTUIT COM 461202103 6,260 -298 -4.54 2,868 -1.88 0.0249
2023-05-10 2023-03-31 13F INTUIT COM 461202103 6,558 108 1.67 2,924 16.45 0.0258
2023-02-14 2022-12-31 13F INTUIT COM 461202103 6,450 -795 -10.97 2,510 -10.55 0.0224
2022-11-14 2022-09-30 13F INTUIT COM 461202103 7,245 -2,965 -29.04 2,806 -28.69 0.0265
2022-08-15 2022-06-30 13F/A-1 INTUIT COM 461202103 10,210 5,232 105.10 3,935 64.44 0.0383
2022-08-11 2022-06-30 13F INTUIT COM 461202103 10,210 5,232 3,935 0.0377
2022-05-16 2022-03-31 13F INTUIT COM 461202103 4,978 98 2.01 2,393 -23.74 0.0260
2022-02-09 2021-12-31 13F INTUIT COM 461202103 4,880 -78 -1.57 3,138 17.31 0.0353
2021-11-15 2021-09-30 13F INTUIT COM 461202103 4,958 -652 -11.62 2,675 -2.73 0.0258
2021-08-11 2021-06-30 13F INTUIT COM 461202103 5,610 -426 -7.06 2,750 18.94 0.0243
2021-05-07 2021-03-31 13F INTUIT COM 461202103 6,036 643 11.92 2,312 12.84 0.0226
2021-02-03 2020-12-31 13F INTUIT COM 461202103 5,393 910 20.30 2,049 40.15 0.0231
2020-11-05 2020-09-30 13F/A-1 INTUIT COM 461202103 4,483 589 15.13 1,462 26.80 0.0215
2020-11-04 2020-09-30 13F INTUIT COM 461202103 4,483 589 1,462 18,737.2815
2020-08-05 2020-06-30 13F INTUIT COM 461202103 3,894 -6,272 -61.70 1,153 -50.68 0.0155
2020-05-06 2020-03-31 13F INTUIT COM 461202103 10,166 1,297 14.62 2,338 0.65 0.0362
2020-02-07 2019-12-31 13F INTUIT COM 461202103 8,869 190 2.19 2,323 0.65 0.0181
2019-11-04 2019-09-30 13F INTUIT COMMON STOCK 461202103 8,679 -1,284 -12.89 2,308 -11.37 0.0180
2019-08-07 2019-06-30 13F INTUIT COMMON STOCK 461202103 9,963 -372 -3.60 2,604 -3.63 0.0193
2019-05-01 2019-03-31 13F INTUIT COMMON STOCK 461202103 10,335 -782 -7.03 2,702 23.49 0.0191
2019-02-04 2018-12-31 13F INTUIT COMMON STOCK 461202103 11,117 1,347 13.79 2,188 -1.53 0.0170
2018-10-25 2018-09-30 13F INTUIT COMMON STOCK 461202103 9,770 1,336 15.84 2,222 28.96 0.0146
2018-08-02 2018-06-30 13F/A-2 Intuit COMMON STOCK 461202103 8,434 797 10.44 1,723 30.14 0.0112
2018-07-31 2018-06-30 13F/A-1 Intuit COMMON STOCK 461202103 7,611 -823 1,201 0.0077
2018-07-25 2018-06-30 13F Intuit COMMON STOCK 461202103 7,611 -26 1,201
2018-05-01 2018-03-31 13F Intuit COMMON STOCK 461202103 7,637 26 0.34 1,324 10.24 0.0105
2018-02-20 2017-12-31 13F/A-1 Intuit COMMON STOCK 461202103 7,611 3,827 101.14 1,201 123.23 0.0083
2018-02-05 2017-12-31 13F Intuit COMMON STOCK 461202103 7,611 3,827 1,201
2017-11-03 2017-09-30 13F Intuit COMMON STOCK 461202103 3,784 3,784 538 0.0038
2016-05-10 2016-03-31 13F INTUIT Common Stock 461202103 0 0 0 0.0000
2014-11-24 2014-09-30 13F INTUIT Common Stock 461202103 0 -7,858 -100.00 0 -100.00
2014-08-20 2014-06-30 13F/A-1 INTUIT Common Stock 461202103 7,858 208 2.72 633 6.39 0.0054
2014-08-15 2014-06-30 13F INLAND REAL ESTATE Common Stock 461202103 56,743 603
2014-05-15 2014-03-31 13F INTUIT Common Stock 461202103 7,650 156 2.08 595 8.38 0.0058
2014-02-11 2013-12-31 13F INTUIT Common Stock 461202103 7,494 3,640 94.45 549 114.45 0.0056
2013-11-13 2013-09-30 13F INTUIT Common Stock 461202103 3,854 3,854 256 0.0029
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.