# Intuit (INTU): value investors who own it | moatshark

6 value investors held Intuit in their Q3 2026 13F, led by Lindsell Train, Yacktman Asset Management, Valley Forge Capital Management, First Pacific…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Lindsell Train | 6.6% | $174m | Trimmed -9.1% | 53 |
| Yacktman Asset Management | 1.6% | $128m | Added +6561% | 2 |
| Valley Forge Capital Management | 1.6% | $49.3m | Unchanged | 39 |
| First Pacific Advisors (FPA) | 1.1% | $86.6m | New | 1 |
| Troy Asset Management | 0.4% | $15.2m | Trimmed -19% | 36 |
| Jensen Investment Management | 0.1% | $2.0m | Trimmed -93% | 36 |
| Matrix Asset Advisors | 0.0% | $0k | Sold out | 14 |
| Polen Capital Management | 0.0% | $0k | Sold out | 3 |

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

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-08 | DALZELL RICHARD L | Director | Sold | 285 | $93k |
| 2026-08-27 | Hotz Lauren D | SVP, Chief Accounting Officer | Sold | 844.537 | $293k |
| 2026-08-27 | Hotz Lauren D | SVP, Chief Accounting Officer | Sold | 62.405 | $22k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 1.0% | $71.8m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 1.0% | $30.0m | 2026-06-30 |
| FPA Crescent Fund | First Pacific Advisors (FPA) | 0.4% | $53.2m | 2026-06-30 |

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