Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership34,515 shares
Latest Disclosed Value $ 14,923,774
Mercer Global Advisors Inc /adv reports 2.34% decrease in ownership of INTU / Intuit Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 34,515 shares of Intuit Inc. (US:INTU) valued at $14,923,596 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 35,341 shares of Intuit Inc.. This represents a change in shares of -2.34% during the quarter. The current value of the position is $10,242,671 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)
2026-05-15 2026-03-31 13F INTUIT COM 461202103 34,515 -826 -2.34 14,924 -36.25 0.0221
2026-02-17 2025-12-31 13F INTUIT COM 461202103 35,341 -3,392 -8.76 23,411 -11.50 0.0357
2025-11-14 2025-09-30 13F INTUIT COM 461202103 38,733 -255 -0.65 26,451 -13.86 0.0441
2025-08-14 2025-06-30 13F INTUIT COM 461202103 38,988 12,730 48.48 30,708 90.49 0.0625
2025-05-15 2025-03-31 13F INTUIT COM 461202103 26,258 -3,358 -11.34 16,121 -13.39 0.0370
2025-02-14 2024-12-31 13F INTUIT COM 461202103 29,616 -13,125 -30.71 18,614 -28.18 0.0454
2024-11-14 2024-09-30 13F INTUIT COM 461202103 42,741 1,476 3.58 25,917 -4.44 0.0607
2024-08-12 2024-06-30 13F INTUIT COM 461202103 41,265 13,715 49.78 27,120 159,423.53 0.0739
2024-05-15 2024-03-31 13F INTUIT COM 461202103 27,550 2,641 10.60 18 13.33 0.0512
2024-02-15 2023-12-31 13F INTUIT COM 461202103 24,909 942 3.93 16 25.00 0.0468
2023-11-15 2023-09-30 13F/A-1 INTUIT COM 461202103 23,967 2,301 10.62 12 33.33 0.0465
2023-11-14 2023-09-30 13F INTUIT COM 461202103 23,967 2,301 12 0.0465
2023-08-14 2023-06-30 13F INTUIT COM 461202103 21,666 10,414 92.55 10 80.00 0.0394
2023-05-16 2023-03-31 13F INTUIT COM 461202103 11,252 -9,350 -45.38 5 -37.50 0.0228
2023-02-09 2022-12-31 13F INTUIT COM 461202103 20,602 1,354 7.03 8 -99.89 0.0402
2022-11-15 2022-09-30 13F INTUIT COM 461202103 19,248 7,868 69.14 7,455 69.97 0.0442
2022-08-10 2022-06-30 13F INTUIT COM 461202103 11,380 61 0.54 4,386 -19.42 0.0268
2022-05-10 2022-03-31 13F INTUIT COM 461202103 11,319 -787 -6.50 5,443 -30.10 0.0321
2022-02-04 2021-12-31 13F INTUIT COM 461202103 12,106 -1,962 -13.95 7,787 2.60 0.0481
2021-11-10 2021-09-30 13F INTUIT COM 461202103 14,068 2,131 17.85 7,590 29.72 0.0530
2021-08-10 2021-06-30 13F INTUIT COM 461202103 11,937 437 3.80 5,851 32.83 0.0450
2021-08-10 2021-03-31 13F/A-1 INTUIT COM 461202103 11,500 3,936 52.04 4,405 53.32 0.0401
2021-05-11 2021-03-31 13F INTUIT COM 461202103 11,466 3,902 4,392 0.0421
2021-02-12 2020-12-31 13F INTUIT COM 461202103 7,564 -851 -10.11 2,873 4.66 0.0359
2020-12-10 2020-09-30 13F INTUIT COM COM 461202103 8,415 1,888 28.93 2,745 42.01 0.0413
2020-08-10 2020-06-30 13F INTUIT COM 461202103 6,527 -483 -6.89 1,933 19.91 0.0351
2020-05-18 2020-03-31 13F INTUIT COM 461202103 7,010 -502 -6.68 1,612 -18.09 0.0355
2020-02-13 2019-12-31 13F INTUIT COM COM 461202103 7,512 -259 -3.33 1,968 -4.74 0.0393
2019-11-12 2019-09-30 13F INTUIT COM COM 461202103 7,771 -197 -2.47 2,066 -0.77 0.0486
2019-08-14 2019-06-30 13F INTUIT COM COM 461202103 7,968 178 2.28 2,082 2.26 0.0552
2019-04-23 2019-03-31 13F/A-1 INTUIT COM COM 461202103 7,790 7,790 2,036 0.0732
2019-04-12 2019-03-31 13F INTUIT COM COM 461202103 4,485 883 0.0471
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.