# Analog Devices (ADI): value investors who own it | moatshark

10 value investors held Analog Devices in their Q3 2026 13F, led by First Pacific Advisors (FPA), AKO Capital, Cantillon Capital Management, Markel…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| First Pacific Advisors (FPA) | 7.8% | $635m | Trimmed -7.2% | 53 |
| AKO Capital | 5.7% | $245m | Trimmed -40% | 10 |
| Cantillon Capital Management | 5.3% | $35.0m | Trimmed -95% | 53 |
| Markel Group | 3.0% | $397m | Trimmed -2.3% | 42 |
| Weitz Investment Management | 2.3% | $33.8m | Trimmed -20% | 31 |
| Giverny Capital | 1.3% | $37.1m | Trimmed -45% | 19 |
| Horizon Kinetics | 0.0% | $1.4m | Trimmed -3.6% | 30 |
| Brave Warrior Advisors | 0.0% | $243k | New | 1 |
| Dodge & Cox | 0.0% | $7.6m | Trimmed -4.1% | 20 |
| First Eagle Investment Management | 0.0% | $0k | Sold out | 45 |
| Mairs & Power | 0.0% | $202k | Trimmed -21% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-08 | Jain Vivek | Chief Operations/Tech Officer | Sold | 3305.062 | $1.3m |
| 2026-10-07 | Jain Vivek | Chief Operations/Tech Officer | Sold | 2000 | $820k |
| 2026-10-07 | STATA RAY | Director | Sold | 482 | $196k |
| 2026-10-07 | STATA RAY | Director | Sold | 333 | $135k |
| 2026-10-07 | STATA RAY | Director | Sold | 234 | $96k |
| 2026-10-07 | STATA RAY | Director | Sold | 228 | $93k |
| 2026-10-07 | STATA RAY | Director | Sold | 65 | $27k |
| 2026-10-07 | STATA RAY | Director | Sold | 48 | $20k |
| 2026-10-07 | STATA RAY | Director | Sold | 26 | $11k |
| 2026-10-06 | Puccio Richard C Jr | Chief Financial Officer | Sold | 1500 | $632k |
| 2026-10-06 | STATA RAY | Director | Sold | 702 | $295k |
| 2026-10-06 | STATA RAY | Director | Sold | 428 | $180k |
| 2026-10-06 | STATA RAY | Director | Sold | 186 | $78k |
| 2026-10-06 | STATA RAY | Director | Sold | 100 | $42k |
| 2026-10-02 | Jain Vivek | Chief Operations/Tech Officer | Sold | 2000 | $834k |
| 2026-10-02 | Nakamura Katsufumi | Chief Customer Officer | Sold | 1200 | $498k |
| 2026-10-01 | ROCHE VINCENT | Chair & CEO | Sold | 10000 | $4.0m |
| 2026-09-22 | Puccio Richard C Jr | Chief Financial Officer | Sold | 1500 | $573k |
| 2026-09-09 | STATA RAY | Director | Sold | 461 | $168k |
| 2026-09-09 | STATA RAY | Director | Sold | 369 | $134k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 4.9% | $30.4m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 3.4% | $426m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/adi). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.