Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
Institution1st Source Bank
Latest Disclosed Ownership975 shares
Latest Disclosed Value $ 421,571
1st Source Bank reports 3.94% increase in ownership of INTU / Intuit Inc.

On May 4, 2026 - 1st Source Bank filed a 13F-HR form disclosing ownership of 975 shares of Intuit Inc. (US:INTU) valued at $421,570 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 938 shares of Intuit Inc.. This represents a change in shares of 3.94% during the quarter. The current value of the position is $303,654 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)
2026-05-04 2026-03-31 13F INTUIT COM 461202103 975 37 3.94 422 -32.21 0.0201
2026-02-05 2025-12-31 13F INTUIT COM 461202103 938 -146 -13.47 621 -16.08 0.0326
2025-11-12 2025-09-30 13F INTUIT COM 461202103 1,084 0 0.00 740 -13.25 0.0390
2025-08-07 2025-06-30 13F INTUIT COM 461202103 1,084 0 0.00 854 28.27 0.0471
2025-05-05 2025-03-31 13F INTUIT COM 461202103 1,084 1 0.09 666 -2.21 0.0392
2025-02-10 2024-12-31 13F Intuit COM 461202103 1,083 -54 -4.75 681 -3.68 0.0389
2024-12-11 2024-09-30 13F Intuit COM 461202103 1,137 -9 -0.79 706 -6.24 0.0399
2024-08-08 2024-06-30 13F INTUIT COM 461202103 1,146 -84 -6.83 753 -5.76 0.0440
2024-05-09 2024-03-31 13F INTUIT COM 461202103 1,230 0 0.00 800 4.04 0.0465
2024-02-08 2023-12-31 13F INTUIT COM 461202103 1,230 0 0.00 769 22.29 0.0464
2023-11-09 2023-09-30 13F INTUIT COM 461202103 1,230 -46 -3.61 628 7.53 0.0428
2023-08-09 2023-06-30 13F INTUIT COM 461202103 1,276 -22 -1.69 585 1.04 0.0377
2023-05-09 2023-03-31 13F INTUIT COM 461202103 1,298 -8 -0.61 579 13.78 0.0385
2023-02-13 2022-12-31 13F INTUIT COM 461202103 1,306 -58 -4.25 508 -3.97 0.0334
2022-11-04 2022-09-30 13F INTUIT COM 461202103 1,364 0 0.00 529 0.57 0.0385
2022-08-05 2022-06-30 13F INTUIT COM 461202103 1,364 0 0.00 526 -19.82 0.0371
2022-05-05 2022-03-31 13F INTUIT COM 461202103 1,364 48 3.65 656 -22.46 0.0403
2022-02-09 2021-12-31 13F INTUIT COM 461202103 1,316 0 0.00 846 19.15 0.0495
2021-11-05 2021-09-30 13F INTUIT COM 461202103 1,316 -25 -1.86 710 8.07 0.0447
2021-08-03 2021-06-30 13F INTUIT COM 461202103 1,341 -30 -2.19 657 25.14 0.0414
2021-05-07 2021-03-31 13F INTUIT COM 461202103 1,371 -165 -10.74 525 -9.95 0.0347
2021-02-05 2020-12-31 13F INTUIT COM 461202103 1,536 -30 -1.92 583 14.09 0.0425
2020-10-30 2020-09-30 13F INTUIT COM 461202103 1,566 0 0.00 511 10.13 0.0435
2020-08-07 2020-06-30 13F INTUIT COM 461202103 1,566 47 3.09 464 32.95 0.0399
2020-04-29 2020-03-31 13F INTUIT COM 461202103 1,519 -27 -1.75 349 -13.83 0.0351
2020-01-27 2019-12-31 13F INTUIT COM 461202103 1,546 0 0.00 405 -1.70 0.0303
2019-11-06 2019-09-30 13F INTUIT COM 461202103 1,546 -171 -9.96 412 -8.24 0.0338
2019-07-29 2019-06-30 13F INTUIT COM 461202103 1,717 -83 -4.61 449 -4.47 0.0367
2019-04-29 2019-03-31 13F INTUIT COM 461202103 1,800 -78 -4.15 470 27.03 0.0401
2019-02-11 2018-12-31 13F INTUIT COM 461202103 1,878 -190 -9.19 370 -21.44 0.0360
2018-10-31 2018-09-30 13F INTUIT COM 461202103 2,068 23 1.12 471 12.95 0.0373
2018-08-02 2018-06-30 13F INTUIT COM 461202103 2,045 -29 -1.40 417 16.16 0.0339
2018-04-24 2018-03-31 13F INTUIT COM 461202103 2,074 227 12.29 359 23.37 0.0297
2018-02-13 2017-12-31 13F INTUIT COM 461202103 1,847 -5 -0.27 291 10.65 0.0239
2017-10-27 2017-09-30 13F INTUIT COM 461202103 1,852 -47 -2.47 263 4.37 0.0219
2017-07-26 2017-06-30 13F INTUIT COM 461202103 1,899 1,899 252 0.0217
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.