Intuit Inc.
US ˙ NasdaqGS ˙ US4612021034

SecurityINTU / Intuit Inc.
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership1,973 shares
Latest Disclosed Value $ 852,934
Mutual Advisors, LLC reports 6.82% increase in ownership of INTU / Intuit Inc.

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 1,973 shares of Intuit Inc. (US:INTU) valued at $853,086 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 1,847 shares of Intuit Inc.. This represents a change in shares of 6.82% during the quarter. The current value of the position is $585,507 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-01 2026-03-31 13F INTUIT COM 461202103 1,973 126 6.82 853 -30.34 0.0183
2026-02-02 2025-12-31 13F INTUIT COM 461202103 1,847 -163 -8.11 1,224 -10.21 0.0262
2025-11-04 2025-09-30 13F INTUIT COM 461202103 2,010 79 4.09 1,362 -10.22 0.0300
2025-07-28 2025-06-30 13F INTUIT COM 461202103 1,931 -80 -3.98 1,518 20.88 0.0379
2025-04-28 2025-03-31 13F INTUIT COM 461202103 2,011 -802 -28.51 1,255 -26.52 0.0359
2025-01-17 2024-12-31 13F INTUIT COM 461202103 2,813 123 4.57 1,708 5.17 0.0494
2024-10-25 2024-09-30 13F INTUIT COM 461202103 2,690 476 21.50 1,625 15.34 0.0475
2024-07-30 2024-06-30 13F INTUIT COM 461202103 2,214 291 15.13 1,409 12.73 0.0425
2024-05-02 2024-03-31 13F INTUIT COM 461202103 1,923 -38 -1.94 1,250 1.96 0.0401
2024-01-12 2023-12-31 13F INTUIT COM 461202103 1,961 -6 -0.31 1,225 22.01 0.0426
2023-11-13 2023-09-30 13F INTUIT COM 461202103 1,967 809 69.86 1,005 89.43 0.0392
2023-07-31 2023-06-30 13F INTUIT COM 461202103 1,158 -983 -45.91 531 -44.44 0.0201
2023-04-11 2023-03-31 13F INTUIT COM 461202103 2,141 -42 -1.92 955 12.37 0.0392
2023-01-12 2022-12-31 13F INTUIT COM 461202103 2,183 54 2.54 850 2.91 0.0380
2022-11-03 2022-09-30 13F INTUIT COM 461202103 2,129 216 11.29 825 11.94 0.0424
2022-08-15 2022-06-30 13F INTUIT COM 461202103 1,913 609 46.70 737 17.54 0.0488
2022-05-09 2022-03-31 13F INTUIT COM 461202103 1,304 15 1.16 627 -24.37 0.0351
2022-02-14 2021-12-31 13F INTUIT COM 461202103 1,289 7 0.55 829 19.80 0.0439
2021-11-15 2021-09-30 13F INTUIT COM 461202103 1,282 7 0.55 692 10.72 0.0409
2021-08-12 2021-06-30 13F INTUIT COM 461202103 1,275 6 0.47 625 28.60 0.0371
2021-05-13 2021-03-31 13F INTUIT COM 461202103 1,269 -123 -8.84 486 -8.13 0.0332
2021-02-11 2020-12-31 13F INTUIT COM 461202103 1,392 5 0.36 529 17.04 0.0393
2020-11-13 2020-09-30 13F INTUIT COM 461202103 1,387 114 8.96 452 19.89 0.0392
2020-08-05 2020-06-30 13F INTUIT COM 461202103 1,273 22 1.76 377 30.90 0.0370
2020-05-13 2020-03-31 13F INTUIT COM 461202103 1,251 -49 -3.77 288 -15.54 0.0391
2020-02-11 2019-12-31 13F INTUIT COM 461202103 1,300 89 7.35 341 5.90 0.0363
2019-11-01 2019-09-30 13F INTUIT COM 461202103 1,211 -49 -3.89 322 -2.13 0.0425
2019-08-15 2019-06-30 13F INTUIT COM 461202103 1,260 65 5.44 329 5.45 0.0427
2019-05-15 2019-03-31 13F INTUIT COM 461202103 1,195 -22 -1.81 312 30.00 0.0462
2019-02-15 2018-12-31 13F INTUIT COM 461202103 1,217 120 10.94 240 -3.61 0.0473
2018-11-15 2018-09-30 13F INTUIT COM 461202103 1,097 25 2.33 249 13.70 0.0378
2018-08-15 2018-06-30 13F INTUIT COM 461202103 1,072 1,072 219 0.0499
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.