Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership2,610 shares
Latest Disclosed Value $ 1,128,512
PFG Advisors reports 24.08% decrease in ownership of INTU / Intuit Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 2,610 shares of Intuit Inc. (US:INTU) valued at $1,128,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 3,438 shares of Intuit Inc.. This represents a change in shares of -24.08% during the quarter. The current value of the position is $788,168 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)
2026-05-05 2026-03-31 13F INTUIT COM 461202103 2,610 -828 -24.08 1,129 -50.46 0.0549
2026-01-27 2025-12-31 13F INTUIT COM 461202103 3,438 -2,510 -42.20 2,278 -43.94 0.1106
2025-11-13 2025-09-30 13F INTUIT COM 461202103 5,948 792 15.36 4,062 0.02 0.1664
2025-08-07 2025-06-30 13F INTUIT COM 461202103 5,156 936 22.18 4,061 56.73 0.1876
2025-05-06 2025-03-31 13F INTUIT COM 461202103 4,220 1,179 38.77 2,591 35.58 0.1448
2025-02-07 2024-12-31 13F INTUIT COM 461202103 3,041 -776 -20.33 1,911 -19.37 0.1170
2024-10-15 2024-09-30 13F INTUIT COM 461202103 3,817 -289 -7.04 2,370 -12.16 0.1495
2024-08-08 2024-06-30 13F INTUIT COM 461202103 4,106 -133 -3.14 2,699 -2.07 0.1824
2024-05-07 2024-03-31 13F INTUIT COM 461202103 4,239 -24 -0.56 2,756 3.42 0.2014
2024-01-19 2023-12-31 13F INTUIT COM 461202103 4,263 -816 -16.07 2,665 2.66 0.2152
2023-10-13 2023-09-30 13F INTUIT COM 461202103 5,079 -97 -1.87 2,595 9.45 0.2330
2023-07-20 2023-06-30 13F INTUIT COM 461202103 5,176 -18 -0.35 2,372 2.42 0.1806
2023-04-21 2023-03-31 13F INTUIT COM 461202103 5,194 -30 -0.57 2,316 13.87 0.1937
2023-01-30 2022-12-31 13F INTUIT COM 461202103 5,224 262 5.28 2,033 5.78 0.1992
2022-10-14 2022-09-30 13F INTUIT COM 461202103 4,962 -9 -0.18 1,922 0.31 0.2196
2022-07-13 2022-06-30 13F INTUIT COM 461202103 4,971 -128 -2.51 1,916 -21.86 0.2167
2022-04-19 2022-03-31 13F INTUIT COM 461202103 5,099 85 1.70 2,452 -23.97 0.2448
2022-01-21 2021-12-31 13F INTUIT COM 461202103 5,014 77 1.56 3,225 21.06 0.3175
2021-11-05 2021-09-30 13F INTUIT COM 461202103 4,937 -69 -1.38 2,664 8.56 0.2946
2021-07-28 2021-06-30 13F INTUIT COM 461202103 5,006 -142 -2.76 2,454 24.44 0.2806
2021-04-27 2021-03-31 13F INTUIT COM 461202103 5,148 115 2.28 1,972 3.14 0.2527
2021-01-26 2020-12-31 13F INTUIT COM 461202103 5,033 -175 -3.36 1,912 9.63 0.3237
2020-10-13 2020-09-30 13F INTUIT COM 461202103 5,208 -696 -11.79 1,744 -3.96 0.3349
2020-07-16 2020-06-30 13F INTUIT COM 461202103 5,904 0 0.00 1,816 16.48 0.4092
2020-04-29 2020-03-31 13F INTUIT COM 461202103 5,904 622 11.78 1,559 8.19 0.4196
2020-01-14 2019-12-31 13F INTUIT COM 461202103 5,282 60 1.15 1,441 4.50 0.3535
2019-10-15 2019-09-30 13F INTUIT COM 461202103 5,222 -5 -0.10 1,379 -7.01 0.3805
2019-08-05 2019-06-30 13F INTUIT COM 461202103 5,227 -10 -0.19 1,483 12.78 0.4027
2019-05-08 2019-03-31 13F INTUIT COM 461202103 5,237 -432 -7.62 1,315 1.31 0.4005
2019-02-19 2018-12-31 13F/A-1 INTUIT COM 461202103 5,669 5,669 1,298 0.4070
2019-01-18 2018-12-31 13F INTUIT COM 461202103 5,768 5,768 1,169 0.4216
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.