Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionDiversified Trust Co
Latest Disclosed Ownership12,321 shares
Latest Disclosed Value $ 5,327,353
Diversified Trust Co reports 35.87% increase in ownership of INTU / Intuit Inc.

On April 16, 2026 - Diversified Trust Co filed a 13F-HR form disclosing ownership of 12,321 shares of Intuit Inc. (US:INTU) valued at $5,327,354 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 9,068 shares of Intuit Inc.. This represents a change in shares of 35.87% during the quarter. The current value of the position is $3,837,252 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)
2026-04-16 2026-03-31 13F INTUIT COM 461202103 12,321 3,253 35.87 5,327 -11.31 0.0652
2026-01-09 2025-12-31 13F INTUIT COM 461202103 9,068 -1,174 -11.46 6,007 -14.13 0.1106
2025-10-20 2025-09-30 13F INTUIT COM 461202103 10,242 3,058 42.57 6,994 23.61 0.1397
2025-07-11 2025-06-30 13F INTUIT COM 461202103 7,184 -92 -1.26 5,658 26.66 0.1256
2025-04-24 2025-03-31 13F INTUIT COM 461202103 7,276 364 5.27 4,467 2.83 0.1105
2025-01-07 2024-12-31 13F INTUIT COM 461202103 6,912 1,549 28.88 4,344 30.45 0.1059
2024-10-07 2024-09-30 13F INTUIT COM 461202103 5,363 858 19.05 3,330 12.50 0.0839
2024-07-16 2024-06-30 13F INTUIT COM 461202103 4,505 1,356 43.06 2,961 44.67 0.0837
2024-04-18 2024-03-31 13F INTUIT COM 461202103 3,149 44 1.42 2,047 5.46 0.0617
2024-01-08 2023-12-31 13F INTUIT COM 461202103 3,105 95 3.16 1,941 26.22 0.0652
2023-11-17 2023-09-30 13F INTUIT COM 461202103 3,010 470 18.50 1,538 32.16 0.0582
2023-07-18 2023-06-30 13F INTUIT COM 461202103 2,540 929 57.67 1,164 61.98 0.0425
2023-04-07 2023-03-31 13F INTUIT COM 461202103 1,611 -678 -29.62 718 -19.42 0.0280
2023-01-17 2022-12-31 13F INTUIT COM 461202103 2,289 -141 -5.80 1 -100.00 0.0371
2022-10-14 2022-09-30 13F INTUIT COM 461202103 2,430 -794 -24.63 941 -24.30 0.0426
2022-07-12 2022-06-30 13F INTUIT COM 461202103 3,224 -369 -10.27 1,243 -28.07 0.0521
2022-04-07 2022-03-31 13F INTUIT COM 461202103 3,593 352 10.86 1,728 -17.12 0.0603
2022-01-13 2021-12-31 13F INTUIT COM 461202103 3,241 -142 -4.20 2,085 14.25 0.0686
2022-01-13 2021-09-30 13F INTUIT COM 461202103 3,383 -179 -5.03 1,825 4.52 0.0656
2021-07-20 2021-06-30 13F INTUIT COM 461202103 3,562 -296 -7.67 1,746 18.13 0.0630
2021-05-10 2021-03-31 13F INTUIT COM 461202103 3,858 -380 -8.97 1,478 -8.20 0.0570
2021-01-08 2020-12-31 13F INTUIT COM 461202103 4,238 1,063 33.48 1,610 55.41 0.0653
2020-10-15 2020-09-30 13F INTUIT COM 461202103 3,175 952 42.83 1,036 57.45 0.0478
2020-07-07 2020-06-30 13F INTUIT COM 461202103 2,223 -435 -16.37 658 7.69 0.0333
2020-04-10 2020-03-31 13F INTUIT COM 461202103 2,658 622 30.55 611 14.63 0.0357
2020-01-09 2019-12-31 13F INTUIT COM 461202103 2,036 2,036 533 0.0239
2015-02-04 2014-12-31 13F INTUIT COM 461202103 0 -9,620 -100.00 0 -100.00
2014-08-15 2014-06-30 13F INTUIT COM 461202103 9,620 -3,080 -24.25 775 -20.02 0.0646
2014-02-10 2013-12-31 13F INTUIT Common 461202103 12,700 -1,000 -7.30 969 6.72 0.0988
2013-10-18 2013-09-30 13F INTUIT Common 461202103 13,700 1,100 8.73 908 17.92 0.0959
2013-07-23 2013-06-30 13F INTUIT Common 461202103 12,600 12,600 770 0.0916
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.