INTU INTUIT INC

Ownership history in DAVIS R M INC  ·  44 quarters on record

AI Ownership Summary

DAVIS R M INC reported INTUIT INC (INTU) in 44 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.05% in 2023 Q4. The latest visible filing shows INTU at 1.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DAVIS R M INC's position in INTUIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

INTU was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DAVIS R M INC held INTU — position size vs. price
% of Fund (quarterly)    INTU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 136,879 -829 -0.6% 1.56% $90.7M 2026-02-14 (Est.) $399.40
2025 Q3 REDUCED 137,708 -1,199 -0.9% 1.64% $94.0M 2025-11-12 $658.09
2025 Q2 ADDED 138,907 +136 +0.1% 2.03% $109.4M 2025-08-07 $758.82
2025 Q1 REDUCED 138,771 -913 -0.7% 1.71% $85.2M 2025-05-08 $652.80
2024 Q4 ADDED 139,684 +413 +0.3% 1.71% $87.8M 2025-02-07 $574.95
2024 Q3 REDUCED 139,271 -1,814 -1.3% 1.67% $86.5M 2024-11-13 $700.32
2024 Q2 REDUCED 141,085 -3,110 -2.2% 1.88% $92.7M 2024-08-09 $623.87
2024 Q1 ADDED 144,195 +1,875 +1.3% 1.96% $93.7M 2024-05-10 $625.09
2023 Q4 REDUCED 142,320 -9,486 -6.2% 2.05% $89.0M 2024-02-09 $649.74
2023 Q3 REDUCED 151,806 -4,730 -3.0% 1.95% $77.6M 2023-11-14 $547.59
34 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About DAVIS R M INC and INTU

These are the practical questions this page is built to answer before you even open the full history table.

How long has DAVIS R M INC reported owning INTU?

DAVIS R M INC reported INTU across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported INTU position in DAVIS R M INC's portfolio?

The largest reported portfolio weight for INTU was 2.05% in 2023 Q4.

What is the latest reported INTU position on this page?

The most recent filing on this page is 2025 Q4, when DAVIS R M INC reported 136,879 shares, equal to 1.56% of portfolio, with an estimated market value of $90.7M.

What does the chart on this INTU ownership page compare?

The chart compares DAVIS R M INC's quarterly INTU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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