Williams Jones Wealth Management, LLC.

Position in INTU — Intuit Inc.

CIK 1788587 New York, NY

Position in INTU

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$122,189,290

-$111,450,879 QoQ

Shares Held

282,597

-19.9% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Williams Jones Wealth Management, LLC. holds $327,482,525 across 9 Software - Application names. INTU ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc. This page	282,597	$122,189,290
2	ADP	Automatic Data Processing Inc	539,625	$109,641,007
3	UBER	Uber Technologies, Inc	1,154,197	$83,021,390
4	ROP	Roper Technologies Inc	13,471	$4,766,848
5	PAYX	Paychex Inc	48,305	$4,449,856
6	NOW	ServiceNow, Inc.	10,615	$1,109,798
7	PDFS	Pdf Solutions Inc	32,000	$1,046,720
8	SHOP	Shopify Inc.	8,643	$1,025,232

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$122,189,290	282,597	-19.9%	Shares	Sole	2026-05-05
2025-12-31	$233,640,169	352,707	+6.6%	Shares	Sole	2026-02-13
2025-09-30	$226,047,989	331,007	+5.2%	Shares	Sole	2025-11-14
2025-06-30	$247,913,630	314,759	+0.9%	Shares	Sole	2025-08-14
2025-03-31	$191,531,109	311,945	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$200,307,349	318,707	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$201,920,013	325,153	+0.3%	Shares	Sole	2024-11-14
2024-06-30	$213,025,419	324,136	+2.3%	Shares	Sole	2024-08-05
2024-03-31	$205,927,150	316,811	+4.5%	Shares	Sole	2024-05-07
2023-12-31	$189,569,098	303,296	+2.7%	Shares	Sole	2024-02-14
2023-09-30	$150,921,968	295,381	+4.4%	Shares	Sole	2023-11-14
2023-06-30	$129,619,201	282,894	+9.7%	Shares	Sole	2023-08-14
2023-03-31	$115,018,790	257,988	+6.6%	Shares	Sole	2023-05-15
2022-12-31	$94,228,605	242,096	-2.7%	Shares	Sole	2023-02-14
2022-09-30	$96,359,406	248,785	+0.6%	Shares	Sole	2022-11-14
2022-06-30	$95,320,082	247,302	-0.2%	Shares	Sole	2022-08-15
2022-03-31	$119,195,427	247,890	-4.2%	Shares	Sole	2022-05-16
2021-12-31	$166,462,119	258,795	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$139,576,632	258,710	-0.8%	Shares	Sole	2021-11-15
2021-06-30	$127,770,163	260,665	+2.6%	Shares	Sole	2021-08-16
2021-03-31	$97,310,264	254,034	+6.0%	Shares	Sole	2021-05-17
2020-12-31	$91,045,866	239,689	+9.2%	Shares	Sole	2021-02-16
2020-09-30	$71,574,388	219,412	+19.8%	Shares	Sole	2020-11-13
2020-06-30	$54,256,972	183,183	+48.3%	Shares	Sole	2020-08-14
2020-03-31	$28,417,880	123,556	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.