Lindsell Train Ltd — INTUIT INTU: Quarterly 13F Position History
Lindsell Train Ltd has reported INTUIT (INTU) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 733,699 shares ($317.2M market value, 10.11% of the equity book). Quarter-over-quarter share count change: + 123,448 (+20.2%) .
- 733,699Shares Held (Latest Filing)
- $317.2MReported Market Value (Latest Filing)
- 10.11%Portfolio Weight (% of 13F Equity Book)
- +123,448Quarter-over-Quarter Share Change
- -$87.0MQuarter-over-Quarter Value Change
- 2,743,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 733,699 | +123,448 | +20.2% | $317.2M | 10.11% | $432.38 |
| Q4 2025 | 610,251 | 1,559 | -0.3% | $404.2M | 10.25% | $662.42 |
| Q3 2025 | 611,810 | 53,976 | -8.1% | $417.8M | 10.25% | $682.91 |
| Q2 2025 | 665,786 | 75,231 | -10.2% | $524.4M | 12.36% | $787.63 |
| Q1 2025 | 741,017 | 28,600 | -3.7% | $455.0M | 12.59% | $613.99 |
| Q4 2024 | 769,617 | 146,574 | -16.0% | $483.7M | 12.09% | $628.50 |
| Q3 2024 | 916,191 | 21,609 | -2.3% | $569.0M | 12.84% | $621.00 |
| Q2 2024 | 937,800 | 43,195 | -4.4% | $591.0M | 13.63% | $630.21 |
| Q1 2024 | 980,995 | 114,169 | -10.4% | $636.6M | 13.38% | $648.96 |
| Q4 2023 | 1,095,164 | 118,997 | -9.8% | $684.8M | 13.28% | $625.27 |
| Q3 2023 | 1,214,161 | 159,891 | -11.6% | $620.5M | 12.45% | $511.06 |
| Q2 2023 | 1,374,052 | 65,200 | -4.5% | $629.4M | 11.21% | $458.08 |
| Q1 2023 | 1,439,252 | 14,250 | -1.0% | $641.7M | 11.19% | $445.83 |
| Q4 2022 | 1,453,502 | 56,700 | -3.8% | $565.6M | 10.75% | $389.14 |
| Q3 2022 | 1,510,202 | 50,554 | -3.2% | $585.0M | 11.88% | $387.38 |
| Q2 2022 | 1,560,756 | +2,300 | +0.1% | $601.8M | 11.80% | $385.58 |
| Q1 2022 | 1,558,456 | +2,550 | +0.2% | $749.1M | 11.80% | $480.66 |
| Q4 2021 | 1,555,906 | 278,800 | -15.2% | $1.00B | 14.50% | $643.22 |
| Q3 2021 | 1,834,706 | 316,000 | -14.7% | $989.8M | 13.66% | $539.51 |
| Q2 2021 | 2,150,706 | 115,100 | -5.1% | $1.05B | 13.63% | $490.17 |
| Q1 2021 | 2,265,806 | +18,800 | +0.8% | $867.9M | 12.23% | $383.06 |
| Q4 2020 | 2,247,006 | 35,850 | -1.6% | $853.5M | 12.39% | $379.85 |
| Q3 2020 | 2,282,856 | 162,497 | -6.6% | $744.7M | 12.09% | $326.21 |
| Q2 2020 | 2,445,353 | +86,753 | +3.7% | $724.3M | 12.06% | $296.19 |
| Q1 2020 | 2,358,600 | 384,500 | -14.0% | $542.5M | 11.57% | $230.00 |
| Q4 2019 | 2,743,100 | +214,021 | +8.5% | $718.5M | 11.50% | $261.93 |
| Q3 2019 | 2,529,079 | 13,900 | -0.5% | $672.2M | 11.36% | $265.78 |
| Q2 2019 | 2,542,979 | +348,000 | +15.9% | $664.5M | 11.28% | $261.30 |
| Q1 2019 | 2,194,979 | 10,400 | -0.5% | $573.8M | 11.10% | $261.41 |
| Q4 2018 | 2,205,379 | +140,579 | +6.8% | $434.1M | 10.50% | $196.85 |
| Q3 2018 | 2,064,800 | +7,000 | +0.3% | $469.5M | 10.64% | $227.40 |
| Q2 2018 | 2,057,800 | 400,400 | -16.3% | $420.4M | 10.42% | $204.31 |
| Q1 2018 | 2,458,200 | +67,400 | +2.8% | $426.1M | 11.26% | $173.35 |
| Q4 2017 | 2,390,800 | +21,000 | +0.9% | $377.2M | 10.85% | $157.78 |
| Q3 2017 | 2,369,800 | +162,000 | +7.3% | $336.8M | 11.34% | $142.14 |
| Q2 2017 | 2,207,800 | +77,000 | +3.6% | $293.2M | 11.38% | $132.81 |
| Q1 2017 | 2,130,800 | +147,600 | +7.4% | $247.2M | 10.78% | $115.99 |
| Q4 2016 | 1,983,200 | +105,000 | +5.6% | $227.3M | 11.17% | $114.61 |
| Q3 2016 | 1,878,200 | 0 | — | $209.6M | 11.42% | $111.61 |
| Q2 2016 | 1,878,200 | — | — | $209.6M | 11.42% | $111.61 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lindsell Train Ltd first disclose a INTU position in 13F-HR filings?
Lindsell Train Ltd first reported INTUIT (INTU) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Lindsell Train Ltd's most recent quarter-over-quarter share-count change in INTU?
Between Q4 2025 and Q1 2026, Lindsell Train Ltd added 123,448 shares of INTU (+20.2%), bringing the total reported position to 733,699 shares at a market value of $317.2M.
Does the implied price-per-share represent Lindsell Train Ltd's cost basis in INTU?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.