Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionHowe & Rusling Inc
Latest Disclosed Ownership29,119 shares
Latest Disclosed Value $ 12,590,401
Howe & Rusling Inc reports 2.21% increase in ownership of INTU / Intuit Inc.

On April 28, 2026 - Howe & Rusling Inc filed a 13F-HR form disclosing ownership of 29,119 shares of Intuit Inc. (US:INTU) valued at $12,590,473 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 28,490 shares of Intuit Inc.. This represents a change in shares of 2.21% during the quarter. The current value of the position is $9,068,821 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 COM 461202103 29,119 629 2.21 12,590 -33.29 0.8212
2026-02-14 2025-12-31 13F INTUIT COM 461202103 28,490 4,879 20.66 18,873 17.04 1.2484
2025-11-05 2025-09-30 13F INTUIT COM 461202103 23,611 3,018 14.66 16,124 -0.59 1.1055
2025-08-12 2025-06-30 13F INTUIT COM 461202103 20,593 -392 -1.87 16,219 25.88 1.1982
2025-06-17 2025-03-31 13F INTUIT COM 461202103 20,985 10,118 93.11 12,884 88.67 1.0837
2025-02-12 2024-12-31 13F INTUIT COM 461202103 10,867 10 0.09 6,830 1.31 0.5887
2024-11-08 2024-09-30 13F INTUIT COM 461202103 10,857 808 8.04 6,742 2.07 0.5797
2024-08-14 2024-06-30 13F INTUIT COM 461202103 10,049 1,535 18.03 6,605 19.34 0.6022
2024-05-15 2024-03-31 13F INTUIT COM 461202103 8,514 435 5.38 5,534 9.61 0.5302
2024-02-06 2023-12-31 13F INTUIT COM 461202103 8,079 293 3.76 5,050 26.92 0.5354
2023-11-09 2023-09-30 13F INTUIT COM 461202103 7,786 100 1.30 3,978 12.98 0.4695
2023-08-14 2023-06-30 13F INTUIT COM 461202103 7,686 267 3.60 3,522 6.47 0.3941
2023-05-15 2023-03-31 13F INTUIT COM 461202103 7,419 7,419 3,308 0.3941
2023-02-15 2022-12-31 13F INTUIT COM 461202103 0 -360 -100.00 0 -100.00
2022-11-14 2022-09-30 13F INTUIT COM 461202103 360 -152 -29.69 139 -29.44 0.0185
2022-08-15 2022-06-30 13F INTUIT COM 461202103 512 12 2.40 197 -17.92 0.0250
2022-05-10 2022-03-31 13F INTUIT COM 461202103 500 -10 -1.96 240 -26.83 0.0277
2022-02-14 2021-12-31 13F INTUIT COM 461202103 510 150 41.67 328 69.07 0.0385
2021-11-15 2021-09-30 13F INTUIT COM 461202103 360 0 0.00 194 10.23 0.0243
2021-08-13 2021-06-30 13F INTUIT COM 461202103 360 0 0.00 176 27.54 0.0222
2021-05-13 2021-03-31 13F INTUIT COM 461202103 360 -25 -6.49 138 -5.48 0.0187
2021-02-08 2020-12-31 13F INTUIT COM 461202103 385 -85 -18.09 146 -4.58 0.0222
2020-11-06 2020-09-30 13F INTUIT COM 461202103 470 0 0.00 153 10.07 0.0262
2020-07-15 2020-06-30 13F INTUIT COM 461202103 470 -30 -6.00 139 20.87 0.0256
2020-05-14 2020-03-31 13F INTUIT COM 461202103 500 0 0.00 115 -12.21 0.0248
2020-02-05 2019-12-31 13F INTUIT COM 461202103 500 0 0.00 131 -1.50 0.0217
2019-10-31 2019-09-30 13F INTUIT COM 461202103 500 0 0.00 133 1.53 0.0233
2019-08-12 2019-06-30 13F INTUIT COM 461202103 500 -29 -5.48 131 -5.07 0.0226
2019-04-29 2019-03-31 13F INTUIT COM 461202103 529 -400 -43.06 138 -24.59 0.0239
2019-02-04 2018-12-31 13F INTUIT COM 461202103 929 29 3.22 183 -10.73 0.0387
2018-11-07 2018-09-30 13F INTUIT COM 461202103 900 720 400.00 205 454.05 0.0342
2018-07-31 2018-06-30 13F INTUIT COM 461202103 180 180 37 0.0067
2016-08-23 2016-06-30 13F INTUIT COM 461202103 0 -65 -100.00 0 -100.00
2016-05-16 2016-03-31 13F INTUIT COM 461202103 65 65 7 0.0016
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.