Form 13-F position report

* INTUIT

Reported by MCDANIEL TERRY & CO

INTU CUSIP 461202103 Manager CIK 0001104366

Reported 40,695 shares, up 178 (0.4%) from the prior quarter.

Reported value -1.9%; share count 0.4% vs. the prior quarter.

Added
% of reported 13F value 2.19% This manager · Q1 2025
Shares 40,695 Quarter-end amount reported
Reported value $24,986,000 Fair value at quarter end
Consecutive quarters held 20 Through Q1 2025

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 18187000
2021-12-31 22226000
2022-03-31 17048000
2022-06-30 14358000
2022-09-30 14746000
2022-12-31 14839000
2023-03-31 17246000
2023-06-30 17625000
2023-09-30 19954000
2023-12-31 24448000
2024-03-31 25375000
2024-06-30 26171000
2024-09-30 25025000
2024-12-31 25465000
2025-03-31 24986000
2025-06-30 30932555
2025-09-30 26824796
2025-12-31 25518669
2026-03-31 17462408
2026-06-30 10471621

Quarterly position history

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

20 quarters
Quarterly reported position history for * INTUIT held by MCDANIEL TERRY & CO.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2206 managers reported * INTUIT for Q1 2025.

Managers reporting * INTUIT in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 27,330,309 +294,993 0.3% $16,780,536,423 48 qtrs
BlackRock Inc Added 24,341,548 +116,230 0.31% $14,945,466,914 3 qtrs
STATE STREET CORPORATION Reduced 12,598,333 -13,561 0.32% $7,735,250,479 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 9,018,770 +649,212 0.68% $5,537,435,000 48 qtrs
JPMorgan Chase & Co Added 8,855,622 +1,134,035 0.4% $5,437,263,856 48 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,307,915 +196,818 0.3% $3,864,250,721 48 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 5,655,249 +358,328 0.67% $3,472,266,334 48 qtrs
MORGAN STANLEY Reduced 4,373,545 -253,563 0.19% $2,685,314,975 48 qtrs
NORGES BANK Added 3,988,328 +344,066 0.34% $2,448,793,509 48 qtrs
BROWN ADVISORY INC Added 3,444,600 +252,265 3.02% $2,114,949,504 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
April 24, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
40,695

“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.