Sumitomo Mitsui Financial Group
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Sumitomo Mitsui Financial Group’s Intuit INTU Stock Holding History

Sumitomo Mitsui Financial Group’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.2M Buy
69,541
+8,473
+14% +$2.66M 0.34% 41
2026
Q2 		$15.9M Buy
61,068
+5,506
+10% +$1.92M 0.3% 43
2026
Q1 		$24M Buy
55,562
+11,132
+25% +$5.31M 0.48% 39
2025
Q4 		$29.4M Sell
44,430
-2,207
-5% -$1.46M 0.51% 29
2025
Q3 		$31.8M Buy
46,637
+3,655
+9% +$2.63M 0.55% 26
2025
Q2 		$33.9M Buy
42,982
+2,681
+7% +$1.81M 0.54% 26
2025
Q1 		$24.7M Buy
40,301
+6,251
+18% +$3.75M 0.45% 27
2024
Q4 		$21.4M Buy
34,050
+2,283
+7% +$1.46M 0.28% 34
2024
Q3 		$19.7M Buy
31,767
+3,558
+13% +$2.27M 0.44% 31
2024
Q2 		$18.5M Buy
28,209
+2,210
+9% +$1.37M 0.56% 25
2024
Q1 		$16.9M Buy
25,999
+318
+1% +$203K 0.52% 25
2023
Q4 		$16.1M Buy
25,681
+1,330
+5% +$734K 0.51% 28
2023
Q3 		$12.4M Buy
24,351
+359
+1% +$182K 0.4% 30
2023
Q2 		$11M Buy
23,992
+427
+2% +$187K 0.35% 33
2023
Q1 		$10.5M Buy
23,565
+326
+1% +$134K 0.33% 33
2022
Q4 		$9.05M Sell
23,239
-887
-4% -$352K 0.34% 45
2022
Q3 		$9.34M Sell
24,126
-1,935
-7% -$836K 0.39% 36
2022
Q2 		$10M Sell
26,061
-395
-1% -$164K 0.28% 45
2022
Q1 		$12.7M Buy
26,456
+374
+1% +$192K 0.37% 44
2021
Q4 		$16.8M Buy
26,082
+4,071
+18% +$2.51M 0.48% 32
2021
Q3 		$11.9M Buy
22,011
+2,047
+10% +$1.1M 0.27% 43
2021
Q2 		$9.8M Buy
19,964
+4,378
+28% +$1.9M 0.22% 42
2021
Q1 		$5.97M Buy
+15,586
New +$6M 0.14% 47

Other funds holding INTU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Sumitomo Mitsui Financial Group's INTU Position: Q3 2026 in Review

Sumitomo Mitsui Financial Group increased its Intuit (INTU) stake by 14% in Q3 2026, buying an estimated $2.66M and bringing the position to 69,541 shares worth $19.2M. The position accounts for 0.34% of the portfolio, ranked #41.

Sumitomo Mitsui Financial Group first reported a position in INTU in Q1 2021 and has held it in 23 quarters since. The position peaked at $33.9M in Q2 2025. 1,475 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Sumitomo Mitsui Financial Group held 69,541 shares of Intuit worth $19.2M as of Q3 2026.
  • Sumitomo Mitsui Financial Group bought 8,473 Intuit shares in Q3 2026, an estimated $2.66M.
  • Intuit made up 0.34% of Sumitomo Mitsui Financial Group's portfolio in Q3 2026, its #41 holding.
  • Sumitomo Mitsui Financial Group first reported a position in Intuit in Q1 2021 and has held it in 23 quarters since.
  • Sumitomo Mitsui Financial Group's Intuit position peaked at $33.9M in Q2 2025.
  • 1,475 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.