Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionWhittier Trust Co
Latest Disclosed Ownership6,806 shares
Latest Disclosed Value $ 2,840,552
Whittier Trust Co reports 7.95% decrease in ownership of INTU / Intuit Inc.

On April 28, 2026 - Whittier Trust Co filed a 13F-HR form disclosing ownership of 6,806 shares of Intuit Inc. (US:INTU) valued at $2,942,778 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,394 shares of Intuit Inc.. This represents a change in shares of -7.95% during the quarter. The current value of the position is $2,119,661 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)
2026-04-28 2026-03-31 13F INTUIT common 461202103 6,806 -588 -7.95 2,841 -40.65 0.0168
2026-01-26 2025-12-31 13F INTUIT common 461202103 7,394 -1,491 -16.78 4,785 -20.79 0.0518
2025-10-31 2025-09-30 13F INTUIT common 461202103 8,885 -149 -1.65 6,041 -15.09 0.0688
2025-07-30 2025-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 9,034 -499 -5.23 7,115 21.58 0.0858
2025-05-02 2025-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 9,533 -27,669 -74.38 5,853 -74.97 0.0815
2025-02-11 2024-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 37,202 -3,054 -7.59 23,381 -6.47 0.3080
2024-10-21 2024-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 40,256 1,077 2.75 24,999 -2.91 0.3346
2024-07-29 2024-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 39,179 1,426 3.78 25,748 4.93 0.3653
2024-05-02 2024-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 37,753 819 2.22 24,539 6.30 0.3578
2024-01-11 2023-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 36,934 276 0.75 23,084 23.25 0.3742
2023-10-27 2023-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 36,658 757 2.11 18,730 13.86 0.3329
2023-07-24 2023-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 35,901 -215 -0.60 16,449 2.17 0.2859
2023-04-21 2023-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 36,116 876 2.49 16,101 17.39 0.2931
2023-01-25 2022-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 35,240 987 2.88 13,715 3.38 0.2668
2022-10-21 2022-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 34,253 932 2.80 13,266 3.29 0.2780
2022-07-28 2022-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 33,321 202 0.61 12,843 -19.35 0.2594
2022-04-29 2022-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 33,119 301 0.92 15,924 -24.56 0.2685
2022-01-19 2021-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 32,818 1,139 3.60 21,109 23.51 0.3430
2021-11-01 2021-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 31,679 260 0.83 17,091 10.98 0.3112
2021-07-29 2021-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 31,419 1,086 3.58 15,400 32.55 0.2743
2021-04-26 2021-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 30,333 1,851 6.50 11,618 7.39 0.2256
2021-01-29 2020-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 28,482 19,320 210.87 10,819 261.96 0.2311
2020-10-30 2020-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 9,162 -229 -2.44 2,989 7.44 0.0712
2020-07-10 2020-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 9,391 6,112 186.40 2,782 268.97 0.0773
2020-04-27 2020-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 3,279 62 1.93 754 -10.56 0.0246
2020-01-31 2019-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 3,217 80 2.55 843 1.08 0.0221
2019-10-18 2019-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 3,137 210 7.17 834 9.02 0.0239
2019-07-23 2019-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,927 42 1.46 765 1.46 0.0225
2019-04-29 2019-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,885 -56 -1.90 754 30.22 0.0231
2019-02-07 2018-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,941 56 1.94 579 -11.74 0.0199
2018-10-23 2018-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,885 216 8.09 656 20.37 0.0205
2018-07-27 2018-06-30 13F/A-1 INTUIT COM US LARGE-CAP EQUITIES 461202103 2,669 -195 -6.81 545 9.88 0.0180
2018-07-20 2018-06-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,547 683 286
2018-05-01 2018-03-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,864 19 0.67 496 10.47 0.0167
2018-02-07 2017-12-31 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,845 103 3.76 449 15.13 0.0157
2017-10-23 2017-09-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,742 0 0.00 390 7.14 0.0142
2017-07-20 2017-06-30 13F INTUIT COM US LARGE-CAP EQUITIES 461202103 2,742 -161 -5.55 364 8.01 0.0141
2017-04-26 2017-03-31 13F INTUIT US LARGE CAP EQUITIES 461202103 2,903 143 5.18 337 6.65 0.0136
2017-01-18 2016-12-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 2,760 -73 -2.58 316 1.28 0.0134
2016-11-10 2016-09-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 2,833 -384 -11.94 312 -13.09 0.0136
2016-07-28 2016-06-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,217 100 3.21 359 10.80 0.0158
2016-04-28 2016-03-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,117 0 0.00 324 7.64 0.0143
2016-02-10 2015-12-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,117 -166 -5.06 301 3.44 0.0137
2015-11-12 2015-09-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,283 -370 -10.13 291 -20.92 0.0142
2015-08-13 2015-06-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,653 240 7.03 368 11.18 0.0163
2015-05-05 2015-03-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,413 3,413 0.00 331 0.0152
2015-02-04 2014-12-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 0 -3,547 -100.00 0 -100.00
2014-11-07 2014-09-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,547 0 0.00 311 8.74 0.0152
2014-08-04 2014-06-30 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,547 0 0.00 286 3.62 0.0141
2014-05-01 2014-03-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 3,547 -779 -18.01 276 -16.36 0.0141
2014-02-05 2013-12-31 13F INTUIT COM US LARGE CAP EQUITIES 461202103 4,326 420 10.75 330 27.41 0.0169
2013-11-18 2013-09-30 13F INTUIT COM 461202103 3,906 0 0.00 259 8.82 0.0140
2013-08-14 2013-06-30 13F INTUIT COM 461202103 3,906 3,906 238 0.0133
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.