Intuit Shares Bought by Waverton Investment Management

Waverton Investment Management increased its stake in the software maker by 11.8% in the third quarter.

Published on Mar. 2, 2026

Got story updates? Submit your updates here. ›

Waverton Investment Management Ltd lifted its stake in shares of Intuit Inc. (NASDAQ:INTU) by 11.8% during the 3rd quarter, according to the company's recent SEC filing. The fund now owns 330,193 shares of the software maker's stock, making it Intuit's 20th largest institutional shareholder.

Why it matters

Intuit is a major player in the financial software industry, providing popular products like QuickBooks, TurboTax, and Mint. Institutional investors closely watch changes in ownership of Intuit stock as it can signal broader market sentiment and investment trends around the company.

The details

Waverton Investment Management purchased an additional 34,880 shares of Intuit during the third quarter, increasing its total stake to 330,193 shares. This represents approximately 0.12% of Intuit's total outstanding shares. The investment firm cited Intuit's strong financial performance and growth potential as reasons for boosting its position in the stock.

  • Waverton Investment Management increased its Intuit stake during the 3rd quarter of 2026.

The players

Waverton Investment Management Ltd

A UK-based investment management firm that owns a 0.12% stake in Intuit Inc.

Intuit Inc.

A financial software company headquartered in Mountain View, California that develops and sells cloud-based financial management and compliance products.

Got photos? Submit your photos here. ›

The takeaway

Waverton Investment Management's increased stake in Intuit underscores the software company's appeal among institutional investors who see its financial management tools as essential for businesses and individuals in the digital age.