Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership989 shares
Latest Disclosed Value $ 427,825
Atlantic Trust, LLC reports 5.54% decrease in ownership of INTU / Intuit Inc.

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 989 shares of Intuit Inc. (US:INTU) valued at $427,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,047 shares of Intuit Inc.. This represents a change in shares of -5.54% during the quarter. The current value of the position is $308,014 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)
2026-05-06 2026-03-31 13F INTUIT COM 461202103 989 -58 -5.54 428 -38.38 0.0697
2026-02-09 2025-12-31 13F INTUIT COM 461202103 1,047 -50 -4.56 694 -7.48 0.1092
2025-11-10 2025-09-30 13F INTUIT COM 461202103 1,097 235 27.26 749 10.31 0.1281
2025-08-08 2025-06-30 13F INTUIT COM 461202103 862 16 1.89 679 30.83 0.1285
2025-05-09 2025-03-31 13F INTUIT COM 461202103 846 141 20.00 520 17.16 0.1157
2025-02-10 2024-12-31 13F INTUIT COM 461202103 705 1 0.14 443 1.37 0.0958
2024-11-13 2024-09-30 13F INTUIT COM 461202103 704 -167 -19.17 437 -23.60 0.1047
2024-08-09 2024-06-30 13F INTUIT COM 461202103 871 1 0.11 572 1.24 0.1423
2024-05-10 2024-03-31 13F INTUIT COM 461202103 870 1 0.12 565 4.05 0.1478
2024-02-06 2023-12-31 13F INTUIT COM 461202103 869 2 0.23 543 22.57 0.1485
2023-11-13 2023-09-30 13F INTUIT COM 461202103 867 1 0.12 443 11.87 0.1458
2023-08-08 2023-06-30 13F INTUIT COM 461202103 866 1 0.12 397 2.86 0.1274
2023-05-10 2023-03-31 13F INTUIT COM 461202103 865 2 0.23 385 0.1230
2023-02-01 2022-12-31 13F INTUIT COM 461202103 863 2 0.23 0 -100.00 0.1120
2022-11-14 2022-09-30 13F INTUIT COM 461202103 861 861 334 0.1162
2022-08-10 2022-06-30 13F Intuit Com COM 461202103 0 -42 -100.00 0 -100.00
2022-05-16 2022-03-31 13F Intuit Com COM 461202103 42 -20 -32.26 20 -50.00 0.0130
2022-02-09 2021-12-31 13F Intuit Com Com 461202103 62 0 0.00 40 21.21 0.0236
2021-11-02 2021-09-30 13F Intuit Com Com 461202103 62 0 0.00 33 10.00 0.0209
2021-08-12 2021-06-30 13F Intuit Com Com 461202103 62 62 30 0.0196
2021-04-30 2021-03-31 13F Intuit Com Com 461202103 0 -62 -100.00 0 -100.00
2021-02-16 2020-12-31 13F Intuit Com Com 461202103 62 -2 -3.12 24 14.29 0.0143
2020-10-23 2020-09-30 13F Intuit Com Com 461202103 64 -29 -31.18 21 -25.00 0.0167
2020-08-17 2020-06-30 13F Intuit Com Com 461202103 93 0 0.00 28 33.33 0.0236
2020-05-12 2020-03-31 13F Intuit Com Com 461202103 93 0 0.00 21 -12.50 0.0190
2020-02-03 2019-12-31 13F Intuit Com Com 461202103 93 0 0.00 24 -4.00 0.0176
2019-11-07 2019-09-30 13F Intuit Com Com 461202103 93 0 0.00 25 4.17 0.0195
2019-07-31 2019-06-30 13F Intuit Com 461202103 93 0 0.00 24 -4.00 0.0192
2019-05-13 2019-03-31 13F Intuit Com 461202103 93 93 25 0.0209
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.