CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in INTU — Intuit Inc.

CIK 1034642 PASADENA, CA

Position in INTU

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$19,658,259

-$4,879,738 QoQ

Shares Held

75,319

+32.7% QoQ

Ownership

0.028%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#245

of 1,740 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Technology · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $31,905,942 across 4 Software - Application names. INTU ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	75,319	$19,658,259
2	ADP	Automatic Data Processing Inc	47,827	$10,710,856
3	PAYX	Paychex Inc	13,529	$1,330,306
4	UBER	Uber Technologies, Inc	2,862	$206,521

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,658,259	75,319	+32.7%	Shares	Other	2026-08-20
2026-03-31	$24,537,997	56,751	+31.9%	Shares	Other	2026-05-06
2025-12-31	$28,505,257	43,032	-0.5%	Shares	Sole	2026-02-11
2025-09-30	$29,531,760	43,244	-0.9%	Shares	Sole	2025-11-12
2025-06-30	$34,369,022	43,636	-0.5%	Shares	Sole	2025-07-30
2025-03-31	$26,933,899	43,867	+0.0%	Shares	Sole	2025-05-06
2024-12-31	$27,557,839	43,847	-1.4%	Shares	Sole	2025-02-05
2024-09-30	$27,602,829	44,449	-1.3%	Shares	Sole	2024-11-14
2024-06-30	$29,604,681	45,046	-0.5%	Shares	Sole	2024-08-07
2024-03-31	$29,428,750	45,275	-1.6%	Shares	Sole	2024-04-17
2023-12-31	$28,751,380	46,000	-1.3%	Shares	Sole	2024-02-06
2023-09-30	$23,804,183	46,589	-5.4%	Shares	Sole	2023-11-13
2023-06-30	$22,561,275	49,240	+0.1%	Shares	Sole	2023-08-04
2023-03-31	$21,938,848	49,209	-0.5%	Shares	Sole	2023-05-05
2022-12-31	$19,247,318	49,451	+6.9%	Shares	Sole	2023-02-03
2022-09-30	$17,921,296	46,270	+3.8%	Shares	Sole	2022-11-07
2022-06-30	$17,179,831	44,572	-0.2%	Shares	Sole	2022-08-04
2022-03-31	$21,478,641	44,669	-0.5%	Shares	Sole	2022-05-03
2021-12-31	$28,888,939	44,913	-2.7%	Shares	Sole	2022-02-11
2021-09-30	$24,910,795	46,173	-8.1%	Shares	Sole	2021-11-02
2021-06-30	$24,621,239	50,230	-1.2%	Shares	Sole	2021-08-05
2021-03-31	$19,470,556	50,829	+3.0%	Shares	Sole	2021-05-07
2020-12-31	$18,738,760	49,332	-6.0%	Shares	Sole	2021-02-11
2020-09-30	$17,116,891	52,472	-5.6%	Shares	Sole	2020-10-30
2020-06-30	$16,467,275	55,597	-0.2%	Shares	Sole	2020-08-06
2020-03-31	$12,816,060	55,722	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.