Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership35,794 shares
Latest Disclosed Value $ 15,476,701
EP Wealth Advisors, Inc. reports 23.56% increase in ownership of INTU / Intuit Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 35,794 shares of Intuit Inc. (US:INTU) valued at $15,476,610 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 28,969 shares of Intuit Inc.. This represents a change in shares of 23.56% during the quarter. The current value of the position is $10,622,227 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)
2026-05-14 2026-03-31 13F INTUIT COM 461202103 35,794 6,825 23.56 15,477 -19.35 0.0760
2026-02-18 2025-12-31 13F INTUIT COM 461202103 28,969 22,097 321.55 19,190 254.56 0.0997
2025-08-14 2025-06-30 13F INTUIT COM 461202103 6,872 -1,239 -15.28 5,412 8.67 0.0356
2025-05-15 2025-03-31 13F INTUIT COM 461202103 8,111 -82 -1.00 4,980 -3.28 0.0398
2025-02-14 2024-12-31 13F INTUIT COM 461202103 8,193 -1,794 -17.96 5,149 -16.98 0.0420
2024-11-15 2024-09-30 13F INTUIT COM 461202103 9,987 4,422 79.46 6,202 69.59 0.0533
2024-08-19 2024-06-30 13F INTUIT COM 461202103 5,565 -298 -5.08 3,658 -4.04 0.0389
2024-05-14 2024-03-31 13F INTUIT COM 461202103 5,863 576 10.89 3,811 15.35 0.0446
2024-02-28 2023-12-31 13F INTUIT COM 461202103 5,287 356 7.22 3,304 31.16 0.0421
2023-11-24 2023-09-30 13F INTUIT COM 461202103 4,931 -10,467 -67.98 2,520 37.13 0.0391
2023-08-14 2023-06-30 13F INTUIT COM 461202103 15,398 -64,713 -80.78 1,837 -29.81 0.0265
2023-06-05 2023-03-31 13F INTUIT COM 461202103 80,111 76,709 2,254.82 2,617 97.66 0.0450
2023-06-12 2022-12-31 13F INTUIT COM 461202103 3,402 3,402 1,324 0.0239
2022-12-02 2022-09-30 13F INTUIT COM 461202103 0 -5,055 -100.00 0 -100.00
2022-08-11 2022-06-30 13F INTUIT COM 461202103 5,055 1,605 46.52 1,948 17.42 0.0439
2022-05-20 2022-03-31 13F INTUIT COM 461202103 3,450 404 13.26 1,659 -15.31 0.0364
2022-02-17 2021-12-31 13F INTUIT COM 461202103 3,046 -455 -13.00 1,959 3.71 0.0463
2021-11-23 2021-09-30 13F/A-1 INTUIT COM 461202103 3,501 1,599 84.07 1,889 102.68 0.0518
2021-11-16 2021-09-30 13F INTUIT COM 461202103 11,699 9,797 1,889 0.0518
2021-08-24 2021-06-30 13F INTUIT COM 461202103 1,902 74 4.05 932 33.14 0.0258
2021-05-17 2021-03-31 13F INTUIT COM 461202103 1,828 279 18.01 700 19.05 0.0223
2021-02-18 2020-12-31 13F INTUIT COM 461202103 1,549 375 31.94 588 53.52 0.0207
2020-11-17 2020-09-30 13F INTUIT COM 461202103 1,174 -57 -4.63 383 4.93 0.0165
2020-08-14 2020-06-30 13F INTUIT COM 461202103 1,231 159 14.83 365 47.77 0.0156
2020-05-18 2020-03-31 13F INTUIT COM 461202103 1,072 -121 -10.14 247 -20.83 0.0121
2020-02-14 2019-12-31 13F INTUIT COM 461202103 1,193 153 14.71 312 12.64 0.0128
2019-11-18 2019-09-30 13F INTUIT COM 461202103 1,040 -29 -2.71 277 -0.72 0.0137
2019-08-27 2019-06-30 13F INTUIT COM 461202103 1,069 -42 -3.78 279 -3.79 0.0174
2019-05-20 2019-03-31 13F INTUIT COM 461202103 1,111 1,111 3.93 290 3.94 0.0279
2019-02-15 2018-12-31 13F INTUIT COM 461202103 0 -1,006 -100.00 0 -100.00
2018-11-15 2018-09-30 13F INTUIT COM 461202103 1,006 1,006 229 0.0179
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.