Form 13-F position report

* INTUIT

Reported by MCDANIEL TERRY & CO

Company profile Manager portfolio Source filing
INTU CUSIP 461202103 Manager CIK 0001104366
Latest reported change

Reported 39,115 shares, up 61 (0.2%) from the prior quarter.

Reported value 22.5%; share count 0.2% vs. the prior quarter.

Added
% of reported 13F value 2.34% This manager · Q4 2023
Shares 39,115 Quarter-end amount reported
Reported value $24,448,000 Fair value at quarter end
Consecutive quarters held 15 Through Q4 2023

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.

Manager history

Quarterly position history

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

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 40,121 -266 (-0.7%) 0.82% $10,471,621 2026-07-30
Q1 2026 Added 40,387 +1,864 (4.8%) 1.48% $17,462,408 2026-05-05
Q4 2025 Reduced 38,523 -757 (-1.9%) 2.22% $25,518,669 2026-02-10
Q3 2025 Added 39,280 +7 (0.0%) 2.16% $26,824,796 2025-10-22
Q2 2025 Reduced 39,273 -1,422 (-3.5%) 2.53% $30,932,555 2025-07-31
Q1 2025 Added 40,695 +178 (0.4%) 2.19% $24,986,000 2025-04-24
Q4 2024 Added 40,517 +220 (0.5%) 2.09% $25,465,000 2025-02-03
Q3 2024 Added 40,297 +476 (1.2%) 2.1% $25,025,000 2024-10-23
Q2 2024 Added 39,821 +782 (2.0%) 2.28% $26,171,000 2024-08-05
Q1 2024 Reduced 39,039 -76 (-0.2%) 2.26% $25,375,000 2024-04-29
Q4 2023 Added 39,115 +61 (0.2%) 2.34% $24,448,000 2024-01-24
Q3 2023 Added 39,054 +588 (1.5%) 2.08% $19,954,000 2023-10-23
Q2 2023 Reduced 38,466 -217 (-0.6%) 1.79% $17,625,000 2023-07-21
Q1 2023 Added 38,683 +558 (1.5%) 1.88% $17,246,000 2023-05-05
Q4 2022 Added 38,125 +52 (0.1%) 1.73% $14,839,000 2023-01-23
Q3 2022 Added 38,073 +822 (2.2%) 1.91% $14,746,000 2022-10-06
Q2 2022 Added 37,251 +1,796 (5.1%) 1.77% $14,358,000 2022-07-28
Q1 2022 Added 35,455 +901 (2.6%) 1.84% $17,048,000 2022-04-27
Q4 2021 Added 34,554 +844 (2.5%) 2.23% $22,226,000 2022-01-20
Q3 2021 Added 33,710 +488 (1.5%) 2.12% $18,187,000 2021-12-06
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Institutional context

Who else reported the position

2011 managers reported * INTUIT for Q4 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 25,774,405 +443,087 0.35% $16,109,776,358 43 qtrs
BlackRock Inc Added 23,363,030 +219,301 0.37% $14,602,595,152 43 qtrs
STATE STREET CORPORATION Added 11,575,330 +490,675 0.35% $7,234,928,510 43 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 9,848,820 -1,727,034 0.83% $6,155,809,000 43 qtrs
JPMorgan Chase & Co Reduced 9,064,999 -356,911 0.54% $5,665,896,818 43 qtrs
FMR LLC Added 6,198,995 +562,360 0.3% $3,874,558,049 43 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 5,553,104 +131,493 0.36% $3,461,308,609 43 qtrs
MORGAN STANLEY Added 4,047,388 +198,987 0.22% $2,529,740,891 43 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 3,687,583 +2,336,654 0.43% $2,304,850,003 43 qtrs
EDGEWOOD MANAGEMENT LLC Reduced 3,661,390 -91,463 6.61% $2,288,478,592 18 qtrs
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Filing details and methodology As reported
Report period
December 31, 2023
Filed
January 24, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
39,115

“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.