Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionMackenzie Financial Corp
Latest Disclosed Ownership205,141 shares
Latest Disclosed Value $ 88,698,866
Mackenzie Financial Corp reports 19.56% increase in ownership of INTU / Intuit Inc.

On May 13, 2026 - Mackenzie Financial Corp filed a 13F-HR form disclosing ownership of 205,141 shares of Intuit Inc. (US:INTU) valued at $88,698,866 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 171,587 shares of Intuit Inc.. This represents a change in shares of 19.56% during the quarter. The current value of the position is $61,948,479 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)
2026-05-13 2026-03-31 13F INTUIT COM 461202103 205,141 33,554 19.56 88,699 -22.68 0.1064
2026-02-18 2025-12-31 13F INTUIT COM 461202103 171,587 12,449 7.82 114,717 5.56 0.1359
2025-11-13 2025-09-30 13F INTUIT COM 461202103 159,138 14,398 9.95 108,677 -4.67 0.1316
2025-08-13 2025-06-30 13F INTUIT COM 461202103 144,740 18,410 14.57 114,002 46.97 0.1477
2025-05-07 2025-03-31 13F INTUIT COM 461202103 126,330 -144,331 -53.33 77,565 -54.40 0.1103
2025-05-02 2024-12-31 13F/A-2 INTUIT COM 461202103 270,661 -17,080 -5.94 170,110 -4.80 0.2318
2025-02-20 2024-12-31 13F/A-1 INTUIT COM 461202103 270,661 -17,080 170,110 0.2211
2025-02-14 2024-12-31 13F Intuit Common Stock 461202103 270,661 -17,080 167,699 0.2407
2024-11-13 2024-09-30 13F INTUIT COM 461202103 287,741 -19,834 -6.45 178,687 -11.60 0.2487
2024-08-14 2024-06-30 13F INTUIT COM 461202103 307,575 -18,785 -5.76 202,141 -4.71 0.3004
2024-05-10 2024-03-31 13F INTUIT COM 461202103 326,360 14,585 4.68 212,134 8.86 0.3057
2024-01-30 2023-12-31 13F INTUIT COM 461202103 311,775 106,695 52.03 194,869 87.24 0.2939
2023-10-25 2023-09-30 13F INTUIT COM 461202103 205,080 1,635 0.80 104,074 13.28 0.1750
2023-08-03 2023-06-30 13F INTUIT COM 461202103 203,445 127,349 167.35 91,870 170.80 0.1394
2023-04-24 2023-03-31 13F INTUIT COM 461202103 76,096 27,261 55.82 33,926 78.49 0.0524
2023-02-14 2022-12-31 13F INTUIT COM 461202103 48,835 -143,124 -74.56 19,008 -74.44 0.0317
2022-10-07 2022-09-30 13F Intuit Common Stock 461202103 191,959 4,780 2.55 74,350 3.05 0.1279
2022-08-10 2022-06-30 13F INTUIT COM 461202103 187,179 152,972 447.20 72,146 338.63 0.1156
2022-05-13 2022-03-31 13F INTUIT COM 461202103 34,207 2,127 6.63 16,448 -20.29 0.0221
2022-02-14 2021-12-31 13F INTUIT COM 461202103 32,080 -7,190 -18.31 20,634 -2.61 0.0278
2021-11-08 2021-09-30 13F INTUIT COM 461202103 39,270 9,360 31.29 21,187 44.51 0.0300
2021-08-11 2021-06-30 13F INTUIT COM 461202103 29,910 1,935 6.92 14,661 36.81 0.0204
2021-05-14 2021-03-31 13F INTUIT COM 461202103 27,975 -611 -2.14 10,716 -1.31 0.0163
2021-02-10 2020-12-31 13F INTUIT COM 461202103 28,586 1,894 7.10 10,858 24.70 0.0234
2020-11-13 2020-09-30 13F INTUIT COM 461202103 26,692 9,001 50.88 8,707 66.16 0.0216
2020-08-13 2020-06-30 13F INTUIT COM 461202103 17,691 7,887 80.45 5,240 132.37 0.0140
2020-05-14 2020-03-31 13F INTUIT COM 461202103 9,804 3,622 58.59 2,255 39.28 0.0073
2020-02-13 2019-12-31 13F INTUIT COM 461202103 6,182 2,311 59.70 1,619 57.34 0.0040
2019-11-14 2019-09-30 13F INTUIT COM 461202103 3,871 2,408 164.59 1,029 169.37 0.0027
2019-08-23 2019-06-30 13F/A-1 INTUIT COM 461202103 1,463 -10,601 -87.87 382 -87.89 0.0010
2019-08-14 2019-06-30 13F INTUIT COM 461202103 1,463 -10,601 382
2019-05-15 2019-03-31 13F INTUIT COM 461202103 12,064 6,125 103.13 3,154 169.80 0.0076
2019-02-06 2018-12-31 13F INTUIT COM 461202103 5,939 459 8.38 1,169 -6.18 0.0031
2018-11-15 2018-09-30 13F INTUIT COM 461202103 5,480 -44,909 -89.12 1,246 -87.90 0.0030
2018-08-13 2018-06-30 13F INTUIT COM 461202103 50,389 -232,262 -82.17 10,295 -78.99 0.0263
2018-05-14 2018-03-31 13F/A-1 INTUIT COM 461202103 282,651 -101,724 -26.46 48,998 -19.21 0.1249
2018-05-14 2018-03-31 13F INTUIT COM 461202103 282,651 48,998
2018-02-13 2017-12-31 13F INTUIT COM 461202103 384,375 125,330 48.38 60,647 64.71 0.1464
2017-11-13 2017-09-30 13F INTUIT COM 461202103 259,045 23 0.01 36,821 7.03 0.1986
2017-08-14 2017-06-30 13F INTUIT COM 461202103 259,022 -3,553 -1.35 34,401 12.95 0.1915
2017-05-25 2017-03-31 13F/A-1 INTUIT COM 461202103 262,575 24 0.01 30,456 1.21 0.1781
2017-05-12 2017-03-31 13F INTUIT COM 461202103 262,575 30,456
2017-02-14 2016-12-31 13F INTUIT COM 461202103 262,551 -4 -0.00 30,091 4.18 0.1802
2016-11-15 2016-09-30 13F INTUIT COM 461202103 262,555 107,245 69.05 28,884 66.63 0.1803
2016-08-12 2016-06-30 13F INTUIT COM 461202103 155,310 -10 -0.01 17,334 7.30 0.0979
2016-05-12 2016-03-31 13F INTUIT COM 461202103 155,320 142,558 1,117.05 16,155 1,211.28 0.1465
2016-02-12 2015-12-31 13F INTUIT COM 461202103 12,762 136 1.08 1,232 9.90 0.0076
2015-11-13 2015-09-30 13F INTUIT COM 461202103 12,626 1,332 11.79 1,121 -1.49 0.0068
2015-08-13 2015-06-30 13F INTUIT COM 461202103 11,294 -75,170 -86.94 1,138 -86.43 0.0062
2015-05-13 2015-03-31 13F INTUIT COM 461202103 86,464 -252,810 -74.51 8,384 -73.20 0.0442
2015-02-11 2014-12-31 13F INTUIT COM 461202103 339,274 12,564 3.85 31,278 9.23 0.1596
2014-11-12 2014-09-30 13F INTUIT COM 461202103 326,710 -5,962 -1.79 28,636 6.89 0.1436
2014-08-11 2014-06-30 13F INTUIT COM 461202103 332,672 562 0.17 26,790 3.78 0.1246
2014-05-14 2014-03-31 13F INTUIT COM 461202103 332,110 -17,625 -5.04 25,815 -3.29 0.1266
2014-02-11 2013-12-31 13F/A-1 INTUIT COM 461202103 349,735 -65,900 -15.86 26,692 -3.15 0.1349
2014-02-03 2013-12-31 13F INTUIT COM 461202103 349,735 26,692
2013-11-12 2013-09-30 13F INTUIT COM 461202103 415,635 320,815 338.34 27,561 376.17 0.1395
2013-08-20 2013-06-30 13F/A-1 INTUIT COM 461202103 94,820 94,820 5,788 0.0276
2013-08-09 2013-06-30 13F INTUIT COM 461202103 94,820 5,788 0.0277
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.