LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in INTU — Intuit Inc.
CIK 932974
BOSTON, MA
Position in INTU
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$271,463,229
-$166,935,931 QoQ
Shares Held
1,040,089
+2.6% QoQ
Ownership
0.380%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#43
of 1,740 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 1%
None 3%
Common Shares in INTU Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $728,455,283 across 19 Software - Application names. INTU ranks #1 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
This page
|
1,040,089 | $271,463,229 | |
| 2 | NOW |
ServiceNow, Inc.
|
1,746,805 | $173,422,800 | |
| 3 | ADP |
Automatic Data Processing Inc
|
601,164 | $134,630,676 | |
| 4 | PAYC |
Paycom Software, Inc.
|
726,250 | $91,275,099 | |
| 5 | ADBE |
Adobe Inc.
|
169,554 | $34,761,961 | |
| 6 | ROP |
Roper Technologies Inc
|
24,177 | $8,181,255 | |
| 7 | CRM |
Salesforce, Inc.
|
51,497 | $8,067,519 | |
| 8 | PAYX |
Paychex Inc
|
27,364 | $2,690,702 |
All Filings in INTU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,463,229 | 1,040,089 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $438,399,160 | 1,013,921 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $624,467,969 | 942,707 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $633,344,390 | 927,420 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $727,529,103 | 923,694 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $573,766,285 | 934,488 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $585,528,197 | 931,628 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $581,627,979 | 936,599 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $616,425,517 | 937,943 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $619,144,500 | 952,530 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $604,359,006 | 966,928 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $500,694,629 | 979,948 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $452,507,983 | 987,599 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $440,082,803 | 987,109 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $384,962,709 | 989,062 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $383,637,359 | 990,492 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $381,820,331 | 990,609 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $477,218,310 | 992,468 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $654,341,915 | 1,017,291 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $557,339,185 | 1,033,047 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $507,245,070 | 1,034,835 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $394,984,273 | 1,031,129 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $390,768,027 | 1,028,743 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $329,298,555 | 1,009,468 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $300,019,438 | 1,012,929 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $233,677,240 | 1,015,988 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||