Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionPlimoth Trust Co Llc
Latest Disclosed Ownership961 shares
Latest Disclosed Value $ 415,517
Plimoth Trust Co Llc ownership in INTU / Intuit Inc.

On April 27, 2026 - Plimoth Trust Co Llc filed a 13F-HR form disclosing ownership of 961 shares of Intuit Inc. (US:INTU) valued at $415,517 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 961 shares of Intuit Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $290,203 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)
2026-04-27 2026-03-31 13F Intuit Com 461202103 961 0 0.00 416 -34.75 0.0929
2026-01-27 2025-12-31 13F Intuit Com 461202103 961 -100 -9.43 637 -12.15 0.1418
2025-10-17 2025-09-30 13F Intuit Com 461202103 1,061 -55 -4.93 725 -17.54 0.1641
2025-07-22 2025-06-30 13F Intuit Com 461202103 1,116 -27 -2.36 879 25.25 0.2108
2025-04-21 2025-03-31 13F Intuit Com 461202103 1,143 -27 -2.31 702 -4.63 0.1828
2025-01-23 2024-12-31 13F Intuit Com 461202103 1,170 -20 -1.68 735 -0.41 0.1889
2024-10-21 2024-09-30 13F Intuit Com 461202103 1,190 -35 -2.86 739 -8.32 0.1862
2024-07-23 2024-06-30 13F Intuit Com 461202103 1,225 -15 -1.21 805 -0.12 0.2148
2024-04-18 2024-03-31 13F Intuit Com 461202103 1,240 -5 -0.40 806 3.60 0.2148
2024-01-26 2023-12-31 13F Intuit Com 461202103 1,245 -60 -4.60 778 16.82 0.2246
2023-10-20 2023-09-30 13F Intuit Com 461202103 1,305 -75 -5.43 667 5.38 0.2088
2023-07-24 2023-06-30 13F Intuit Com 461202103 1,380 -165 -10.68 632 -8.14 0.1891
2023-04-26 2023-03-31 13F Intuit Com 461202103 1,545 -20 -1.28 689 0.2137
2023-01-19 2022-12-31 13F Intuit Com 461202103 1,565 0 0.00 1 -100.00 0.1964
2022-10-18 2022-09-30 13F Intuit Com 461202103 1,565 -290 -15.63 606 -15.24 0.2095
2022-07-15 2022-06-30 13F Intuit Com 461202103 1,855 -102 -5.21 715 -24.02 0.2255
2022-04-25 2022-03-31 13F Intuit Com 461202103 1,957 -13 -0.66 941 -25.73 0.2500
2022-01-27 2021-12-31 13F Intuit Com 461202103 1,970 -50 -2.48 1,267 16.24 0.3213
2021-10-22 2021-09-30 13F Intuit Com 461202103 2,020 -63 -3.02 1,090 6.76 0.3082
2021-07-20 2021-06-30 13F Intuit Com 461202103 2,083 -88 -4.05 1,021 22.72 0.2866
2021-04-14 2021-03-31 13F Intuit Com 461202103 2,171 -150 -6.46 832 -5.67 0.2455
2021-01-22 2020-12-31 13F Intuit Com 461202103 2,321 -377 -13.97 882 0.23 0.2754
2020-10-27 2020-09-30 13F Intuit Com 461202103 2,698 0 0.00 880 10.14 0.2951
2020-07-20 2020-06-30 13F Intuit Com 461202103 2,698 -136 -4.80 799 22.55 0.2841
2020-04-22 2020-03-31 13F Intuit Com 461202103 2,834 0 0.00 652 -12.13 0.2734
2020-01-29 2019-12-31 13F Intuit Com 461202103 2,834 -25 -0.87 742 -2.37 0.2400
2019-10-28 2019-09-30 13F Intuit Com 461202103 2,859 -132 -4.41 760 -2.81 0.2492
2019-08-05 2019-06-30 13F Intuit Com 461202103 2,991 0 0.00 782 0.00 0.2573
2019-04-19 2019-03-31 13F Intuit Com 461202103 2,991 0 0.00 782 32.77 0.2601
2019-01-25 2018-12-31 13F Intuit Com 461202103 2,991 -30 -0.99 589 -14.26 0.2172
2018-12-13 2018-09-30 13F Intuit Com 461202103 3,021 0 0.00 687 11.35 0.2226
2018-12-12 2018-06-30 13F Intuit Com 461202103 3,021 0 0.00 617 17.75 0.2114
2018-12-21 2018-03-31 13F Intuit Com 461202103 3,021 -34 -1.11 524 8.71 0.1810
2018-12-26 2017-12-31 13F Intuit Com 461202103 3,055 3,055 482 0.1727
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.