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Donald Yacktman's Yacktman Asset Management increased its INTU position by 6,561%, from 0.04% to 1.59% of the portfolio.

Now holds 491,278 shares worth $128.22M.
Published · Based on SEC filings

Low impact
Major add
2026 Q2

Donald Yacktman's Yacktman Asset Management bought 484K shares more of Intuit Inc (INTU) in 2026 Q2, according to the 13F-HR filed with the SEC on August 11, 2026, a 6,561% increase in the share count. Donald Yacktman now holds 491K shares worth about $128.2M, 1.59% of the portfolio against 0.04% a quarter earlier.

What did the 2026 Q2 filing report for INTU?

As of June 30, 2026, from the 13F-HR filed August 11, 2026.

Before After
Shares 7.38K 491K
Shares added +484K (6,561%)
Reported value $3.2M $128.2M
Portfolio weight 0.04% 1.59%
Rank in portfolio 25th of 74

How much did Donald Yacktman add to INTU?

Donald Yacktman added 484K shares of INTU during 2026 Q2, taking the stake from 7.38K to 491K. The reported value of the position rose by about $125M, from about $3.2M to about $128.2M.

Where does INTU sit in the Donald Yacktman portfolio?

INTU ranks 25th of 74 stock positions in the Donald Yacktman portfolio at 1.59%, about the fund's average stock position of 1%. The largest stock position is CNQ at 8.04%. Next come BRK-B at 7.19% and GOOG at 4.93%. The three largest stocks together are 20.16% of the book. The INTU addition was the 2nd largest of the quarter's 64 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Donald Yacktman reported 74 stock positions, with 1 opened and 3 closed. The total portfolio value is about $8.1B, up 8% from the prior quarter.

Donald Yacktman buys and sells, 2026 Q2

How long has Donald Yacktman held INTU?

Donald Yacktman first reported INTU in the quarter ended March 31, 2026. Every reported trade is on the Donald Yacktman INTU trade history page.

Donald Yacktman shares of INTU by quarter

Did other funds buy or sell INTU in 2026 Q2?

Among the other tracked funds that had filed for 2026 Q2 as of August 11, 2026, 5 hold INTU. Of those, 1 added to the position this quarter and 3 trimmed it. The largest buyer of INTU this quarter was Eagle Capital Management. The largest sellers were Lindsell Train, Eric H. Schoenstein and Fred Martin. Every tracked holder of INTU is on the INTU ownership page.

FAQ

How many INTU shares did Donald Yacktman buy in 2026 Q2?

Donald Yacktman added 484K shares of INTU, a 6,561% increase, to 491K shares.

What is the INTU position of Donald Yacktman worth now?

The INTU position of Donald Yacktman is worth about $128.2M at June 30, 2026 prices, 1.59% of the portfolio.

Is INTU a top holding of Donald Yacktman?

INTU ranks 25th of 74 stock positions in the Donald Yacktman portfolio, at 1.59%.

Did other funds add to INTU in 2026 Q2?

Among the 5 other tracked funds that hold INTU, 1 added to it in 2026 Q2 and 3 trimmed it.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst