Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership140,022 shares
Latest Disclosed Value $ 60,542,779
AE Wealth Management LLC reports 1,766.96% increase in ownership of INTU / Intuit Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 140,022 shares of Intuit Inc. (US:INTU) valued at $60,542,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 7,500 shares of Intuit Inc.. This represents a change in shares of 1,766.96% during the quarter. The current value of the position is $41,552,929 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 140,022 132,522 1,766.96 60,543 1,118.39 0.0096
2026-01-26 2025-12-31 13F INTUIT COM 461202103 7,500 -1,169 -13.48 4,969 -16.08 0.0285
2025-11-03 2025-09-30 13F INTUIT COM 461202103 8,669 1,209 16.21 5,921 0.78 0.0377
2025-08-06 2025-06-30 13F INTUIT COM 461202103 7,460 2,331 45.45 5,876 86.57 0.0429
2025-05-06 2025-03-31 13F INTUIT COM 461202103 5,129 -850 -14.22 3,149 -16.18 0.0265
2025-02-13 2024-12-31 13F INTUIT COM 461202103 5,979 -2,124 -26.21 3,758 -25.32 0.0319
2024-11-14 2024-09-30 13F INTUIT COM 461202103 8,103 -623 -7.14 5,032 -12.26 0.0456
2024-08-12 2024-06-30 13F INTUIT COM 461202103 8,726 3,169 57.03 5,735 58.79 0.0574
2024-05-15 2024-03-31 13F INTUIT COM 461202103 5,557 -46,021 -89.23 3,612 -89.08 0.0408
2024-02-14 2023-12-31 13F INTUIT COM 461202103 51,578 -2,714 -5.00 33,080 19.25 0.1689
2023-10-11 2023-09-30 13F INTUIT COM 461202103 54,292 22,258 69.48 27,740 89.00 0.1658
2023-07-10 2023-06-30 13F INTUIT COM 461202103 32,034 9,810 44.14 14,678 48.13 0.0882
2023-04-14 2023-03-31 13F INTUIT COM 461202103 22,224 7,852 54.63 9,908 77.15 0.0638
2023-01-31 2022-12-31 13F INTUIT COM 461202103 14,372 427 3.06 5,594 3.55 0.0404
2022-10-25 2022-09-30 13F INTUIT COM 461202103 13,945 -1,289 -8.46 5,401 -8.02 0.0428
2022-08-03 2022-06-30 13F INTUIT COM 461202103 15,234 3,938 34.86 5,872 8.12 0.0470
2022-04-18 2022-03-31 13F INTUIT COM 461202103 11,296 1,047 10.22 5,431 -17.61 0.0373
2022-01-20 2021-12-31 13F INTUIT COM 461202103 10,249 93 0.92 6,592 20.31 0.0460
2021-11-01 2021-09-30 13F INTUIT COM 461202103 10,156 1,367 15.55 5,479 27.18 0.0451
2021-07-21 2021-06-30 13F INTUIT COM 461202103 8,789 -7,667 -46.59 4,308 -31.66 0.0376
2021-04-27 2021-03-31 13F INTUIT COM 461202103 16,456 264 1.63 6,304 2.49 0.0636
2021-02-01 2020-12-31 13F INTUIT COM 461202103 16,192 333 2.10 6,151 18.91 0.0698
2020-11-06 2020-09-30 13F INTUIT COM 461202103 15,859 164 1.04 5,173 11.27 0.0738
2020-08-05 2020-06-30 13F INTUIT COM 461202103 15,695 7,980 103.43 4,649 162.06 0.0719
2020-05-07 2020-03-31 13F INTUIT COM 461202103 7,715 -281 -3.51 1,774 -15.28 0.0408
2020-01-15 2019-12-31 13F INTUIT COM 461202103 7,996 2,326 41.02 2,094 38.86 0.0454
2019-11-05 2019-09-30 13F INTUIT COM 461202103 5,670 264 4.88 1,508 6.72 0.0436
2019-07-22 2019-06-30 13F INTUIT COM 461202103 5,406 2,793 106.89 1,413 106.88 0.0424
2019-05-14 2019-03-31 13F INTUIT COM 461202103 2,613 2,613 683 0.0475
2019-02-14 2018-12-31 13F INTUIT COM 461202103 0 -1,781 -100.00 0 -100.00
2018-11-13 2018-09-30 13F INTUIT COM 461202103 1,781 -543 -23.36 405 -14.74 0.0223
2018-08-14 2018-06-30 13F INTUIT COM 461202103 2,324 2,324 475 0.0323
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.