Form 13-F position report

* INTUIT

Reported by MORGAN STANLEY

INTU CUSIP 461202103 Manager CIK 0000895421

Reported 835,936 shares, up 44,736 (5.7%) from the prior quarter.

Reported value 16.3%; share count 5.7% vs. the prior quarter.

Added
% of reported 13F value 0.06% This manager · Q3 2021
Shares 835,936 Quarter-end amount reported
Reported value $450,995,000 Fair value at quarter end
Consecutive quarters held 34 Through Q3 2021

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 450995000
2021-12-31 555421000
2022-03-31 387015000
2022-06-30 921676000
2022-09-30 936214000
2022-12-31 1340829715
2023-03-31 1523330094
2023-06-30 1700437841
2023-09-30 1966303537
2023-12-31 2529740891
2024-03-31 2591878798
2024-06-30 2610677430
2024-09-30 2546011049
2024-12-31 2908139750
2025-03-31 2685314975
2025-06-30 3539216930
2025-09-30 3441833153
2025-12-31 3378912114
2026-03-31 2459735370
2026-06-30 1288206789

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for * INTUIT held by MORGAN STANLEY.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 4,935,654 -753,171 (-13.2%) 0.07% $1,288,206,789 2026-08-13
Q1 2026 Added 5,688,825 +587,968 (11.5%) 0.15% $2,459,735,370 2026-05-15
Q4 2025 Added 5,100,857 +60,910 (1.2%) 0.2% $3,378,912,114 2026-02-13
Q3 2025 Added 5,039,947 +546,449 (12.2%) 0.21% $3,441,833,153 2025-11-14
Q2 2025 Added 4,493,498 +119,953 (2.7%) 0.23% $3,539,216,930 2025-08-15
Q1 2025 Reduced 4,373,545 -253,563 (-5.5%) 0.19% $2,685,314,975 2025-05-15
Q4 2024 Added 4,627,108 +527,254 (12.9%) 0.2% $2,908,139,750 2025-02-14
Q3 2024 Added 4,099,854 +127,494 (3.2%) 0.18% $2,546,011,049 2024-11-14
Q2 2024 Reduced 3,972,360 -15,143 (-0.4%) 0.2% $2,610,677,430 2024-08-14
Q1 2024 Reduced 3,987,503 -59,885 (-1.5%) 0.21% $2,591,878,798 2024-05-15
Q4 2023 Added 4,047,388 +198,987 (5.2%) 0.22% $2,529,740,891 2024-02-13
Q3 2023 Added 3,848,401 +137,198 (3.7%) 0.2% $1,966,303,537 2023-11-15
Q2 2023 Added 3,711,203 +294,366 (8.6%) 0.17% $1,700,437,841 2023-08-14
Q1 2023 Reduced 3,416,837 -28,076 (-0.8%) 0.16% $1,523,330,094 2023-05-15
Q4 2022 Added 3,444,913 +1,027,752 (42.5%) 0.15% $1,340,829,715 2023-02-14
Q3 2022 Added 2,417,161 +25,930 (1.1%) 0.13% $936,214,000 2022-11-14
Q2 2022 Added 2,391,231 +1,586,359 (197.1%) 0.12% $921,676,000 2022-08-15
Q1 2022 Reduced 804,872 -58,630 (-6.8%) 0.05% $387,015,000 2022-05-13
Q4 2021 Added 863,502 +27,566 (3.3%) 0.07% $555,421,000 2022-02-14
Q3 2021 Added 835,936 +44,736 (5.7%) 0.06% $450,995,000 2021-11-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1421 managers reported * INTUIT for Q3 2021.

Managers reporting * INTUIT in Q3 2021.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 23,464,727 +33,066 0.35% $12,659,457,000 34 qtrs
VANGUARD GROUP INC Added 21,258,621 +98,031 0.28% $11,469,238,000 34 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 18,785,105 -3,860,608 0.95% $10,134,753,000 34 qtrs
STATE STREET CORPORATION Added 10,876,837 +13,323 0.31% $5,868,162,000 34 qtrs
FMR LLC Added 8,892,820 +877,802 0.38% $4,797,765,000 34 qtrs
EDGEWOOD MANAGEMENT LLC Reduced 5,489,738 -630,943 4.97% $2,961,769,000 9 qtrs
Fundsmith LLP Reduced 4,582,539 -360 6.84% $2,472,326,000 18 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 4,585,968 +164,781 0.33% $2,467,370,000 34 qtrs
BROWN ADVISORY INC Added 3,424,471 +40,671 2.73% $1,847,536,000 34 qtrs
JPMorgan Chase & Co Added 3,325,372 +383,342 0.22% $1,794,072,000 34 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2021
Filed
November 15, 2021
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
406,149
Shared
5,604
None
424,183

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.