Form 13-F position report

INTUIT

Reported by MCDANIEL TERRY & CO

INTU CUSIP 461202103 Manager CIK 0001104366

Reported 38,523 shares, down 757 (1.9%) from the prior quarter.

Reported value -4.9%; share count -1.9% vs. the prior quarter.

Reduced
% of reported 13F value 2.22% This manager · Q4 2025
Shares 38,523 Quarter-end amount reported
Reported value $25,518,669 Fair value at quarter end
Consecutive quarters held 23 Through Q4 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

2432 managers reported INTUIT for Q4 2025.

Managers reporting INTUIT in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 28,918,438 +296,448 0.28% $19,156,151,700 51 qtrs
BlackRock Inc Reduced 26,430,847 -1,073,713 0.3% $17,508,321,454 6 qtrs
STATE STREET CORPORATION Added 13,062,848 +180,069 0.29% $8,653,091,772 51 qtrs
JPMorgan Chase & Co Added 11,709,784 +1,139,677 0.49% $7,756,796,513 51 qtrs
Invesco Ltd Added 9,704,256 +5,947,085 0.61% $6,428,292,936 51 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 6,614,539 +87,451 0.27% $4,369,487,781 51 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 5,854,645 -469,231 0.42% $3,878,235,000 51 qtrs
MORGAN STANLEY Added 5,100,857 +60,910 0.2% $3,378,912,114 51 qtrs
NORGES BANK New 4,617,021 +4,617,021 0.33% $3,058,407,051 51 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 3,600,944 -427,608 0.42% $2,385,337,325 51 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 10, 2026
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
38,523
Shared
0
None
0

“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.