Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionDavis R M Inc
Latest Disclosed Ownership136,910 shares
Latest Disclosed Value $ 59,196,972
Davis R M Inc reports 0.02% increase in ownership of INTU / Intuit Inc.

On May 13, 2026 - Davis R M Inc filed a 13F-HR form disclosing ownership of 136,910 shares of Intuit Inc. (US:INTU) valued at $59,197,146 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 136,879 shares of Intuit Inc.. This represents a change in shares of 0.02% during the quarter. The current value of the position is $42,639,250 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 136,910 31 0.02 59,197 -34.71 1.0506
2026-02-12 2025-12-31 13F Intuit COM 461202103 136,879 -829 -0.60 90,672 -3.58 1.5610
2025-11-12 2025-09-30 13F Intuit COM 461202103 137,708 -1,199 -0.86 94,043 -14.04 1.6440
2025-08-07 2025-06-30 13F Intuit COM 461202103 138,907 136 0.10 109,408 28.41 2.0287
2025-05-08 2025-03-31 13F Intuit COM 461202103 138,771 -913 -0.65 85,204 -2.95 1.7060
2025-02-07 2024-12-31 13F Intuit COM 461202103 139,684 413 0.30 87,792 1.51 1.7132
2024-11-13 2024-09-30 13F Intuit COM 461202103 139,271 -1,814 -1.29 86,487 -6.72 1.6713
2024-08-09 2024-06-30 13F Intuit COM 461202103 141,085 -3,110 -2.16 92,723 -1.07 1.8827
2024-05-10 2024-03-31 13F Intuit COM 461202103 144,195 1,875 1.32 93,727 5.36 1.9622
2024-02-09 2023-12-31 13F Intuit COM 461202103 142,320 -9,486 -6.25 88,954 115,424.68 2.0522
2023-11-14 2023-09-30 13F Intuit COM 461202103 151,806 -4,730 -3.02 78 8.45 1.9458
2023-08-10 2023-06-30 13F Intuit COM 461202103 156,536 -1,653 -1.04 72 1.43 1.7227
2023-05-01 2023-03-31 13F Intuit COM 461202103 158,189 -3,109 -1.93 71 12.90 1.7960
2023-02-14 2022-12-31 13F Intuit COM 461202103 161,298 -731 -0.45 63 -99.90 1.6921
2022-11-08 2022-09-30 13F Intuit COM 461202103 162,029 -2,055 -1.25 62,757 -0.77 1.8202
2022-08-08 2022-06-30 13F Intuit COM 461202103 164,084 -1,915 -1.15 63,245 -20.76 1.7633
2022-05-05 2022-03-31 13F Intuit COM 461202103 165,999 -3,867 -2.28 79,819 -26.95 1.9006
2022-02-08 2021-12-31 13F Intuit COM 461202103 169,866 -4,821 -2.76 109,261 15.93 2.4351
2021-11-08 2021-09-30 13F Intuit COM 461202103 174,687 -4,637 -2.59 94,245 7.22 2.3370
2021-08-12 2021-06-30 13F Intuit COM 461202103 179,324 -2,470 -1.36 87,899 26.22 2.2097
2021-05-10 2021-03-31 13F Intuit COM 461202103 181,794 -1,540 -0.84 69,638 0.00 1.9134
2021-01-27 2020-12-31 13F Intuit COM 461202103 183,334 6,482 3.67 69,639 20.71 1.9985
2020-12-01 2020-09-30 13F Intuit COM 461202103 176,852 -463 -0.26 57,691 9.85 1.8854
2020-07-20 2020-06-30 13F Intuit COM 461202103 177,315 -2,652 -1.47 52,519 26.88 1.8716
2020-04-24 2020-03-31 13F Intuit COM 461202103 179,967 -3,953 -2.15 41,392 -14.08 1.7202
2020-01-23 2019-12-31 13F Intuit COM 461202103 183,920 -3,007 -1.61 48,174 -3.09 1.5793
2019-10-24 2019-09-30 13F Intuit COM 461202103 186,927 -13,843 -6.89 49,711 -5.25 1.7510
2019-07-31 2019-06-30 13F Intuit COM 461202103 200,770 -9,713 -4.61 52,467 -4.64 1.8671
2019-04-29 2019-03-31 13F Intuit COM 461202103 210,483 -21,531 -9.28 55,022 20.47 2.0479
2019-01-18 2018-12-31 13F Intuit COM 461202103 232,014 -5,442 -2.29 45,672 -15.42 1.8698
2018-10-17 2018-09-30 13F Intuit COM 461202103 237,456 -6,585 -2.70 53,997 8.30 1.9593
2018-07-19 2018-06-30 13F INTUIT COM 461202103 244,041 -8,101 -3.21 49,859 14.07 1.9399
2018-04-19 2018-03-31 13F INTUIT COM 461202103 252,142 -9,730 -3.72 43,709 5.79 1.7421
2018-01-16 2017-12-31 13F INTUIT COM 461202103 261,872 -6,791 -2.53 41,318 8.20 1.6202
2017-10-24 2017-09-30 13F INTUIT COM 461202103 268,663 191 0.07 38,188 7.10 1.5782
2017-07-31 2017-06-30 13F INTUIT COM 461202103 268,472 -4,200 -1.54 35,656 12.74 1.5071
2017-05-03 2017-03-31 13F INTUIT COM 461202103 272,672 1,351 0.50 31,627 1.71 1.4297
2017-01-18 2016-12-31 13F INTUIT COM 461202103 271,321 15,595 6.10 31,096 10.54 1.4860
2016-10-19 2016-09-30 13F INTUIT COM 461202103 255,726 10,098 4.11 28,132 2.62 1.3723
2016-07-14 2016-06-30 13F INTUIT COM 461202103 245,628 29,229 13.51 27,415 21.80 1.3472
2016-04-18 2016-03-31 13F INTUIT COM 461202103 216,399 27,958 14.84 22,508 23.77 1.1459
2016-01-14 2015-12-31 13F INTUIT COM 461202103 188,441 42,876 29.45 18,185 40.76 0.9299
2015-10-16 2015-09-30 13F INTUIT COM 461202103 145,565 66,515 84.14 12,919 62.18 0.6902
2015-07-16 2015-06-30 13F INTUIT COM 461202103 79,050 45,275 134.05 7,966 143.24 0.4115
2015-04-17 2015-03-31 13F INTUIT COM 461202103 33,775 33,775 3,275 0.1723
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.