INTU
Intuit Inc
8 of the 83 super-investors we track hold INTU, worth a combined $656M per their latest 13F filings. The largest position: Lindsell Train at 6.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #170 of 742 stocks. Conviction easing: 3 fewer super-investors hold it than in 2026Q1.
Why super-investors own INTU
INTU is held by 8 super-investors in our cohort, with a combined position value of $656M. The highest-conviction owner is Lindsell Train at 6.6% of their portfolio. Cohort ownership has shrunk from 12 to 8 over the last four quarters — net interest is fading. This quarter the cohort registered 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 39q | $212M | 813,757 |
| 2 | Lindsell Train | 6.6% | 40q | $174M | 666,883 |
| 3 | Yacktman Asset Management | 1.6% | 2q | $128M | 491,278 |
| 4 | First Pacific Advisors | 1.1% | 8q | $87M | 331,964 |
| 5 | Valley Forge Capital Management | 1.6% | 39q | $49M | 189,072 |
| 6 | David Katz | 0.2% | 14q | $3M | 10,770 |
| 7 | Jensen Investment Management | <0.1% | 36q | $2M | 7,526 |
| 8 | Hillman Capital Management | 0.2% | 2q | $314K | 1,203 |
- 1Joel Greenblattport0.1%val$212M813,757 sh·39q held
- 2Lindsell Trainport6.6%val$174M666,883 sh·40q held
- 3Yacktman Asset Managementport1.6%val$128M491,278 sh·2q held
- 4First Pacific Advisorsport1.1%val$87M331,964 sh·8q held
- 5Valley Forge Capital Managementport1.6%val$49M189,072 sh·39q held
- 6David Katzport0.2%val$3M10,770 sh·14q held
- 7Jensen Investment Managementport<0.1%val$2M7,526 sh·36q held
- 8Hillman Capital Managementport0.2%val$314K1,203 sh·2q held
Owners of INTU also hold
Congress is trading INTU
Congress tracker →- Richard W. Allensold$15,001 - $50,000 · 2026-06-10
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-05
- Michael T. McCaulbought$1,001 - $15,000 · 2026-06-03
- Josh Gottheimersold$1,001 - $15,000 · 2026-05-22
- Michael T. McCaulbought$15,001 - $50,000 · 2026-04-29
- Michael T. McCaulbought$15,001 - $50,000 · 2026-04-20
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Dennis Hong | EXIT | 6.6% | -100% | $0 | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 461202103. Not investment advice.