Follow-The-Filings

Security · featured owners

JNJ Johnson & Johnson

Health Care COM Equity as of 2026 Q2 among managers we track

  • 18 Owners
  • #26
  • Max 4.0%
  • Master 0.05%
  • $802M
  • 1 new 3 add 8 reduce 1 exit

JNJ (Johnson & Johnson) is held in 18 featured 13F books as of 2026 Q2. Don Yacktman - Yacktman Asset Management is the largest tracked holder by portfolio weight (4.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.0% (Don Yacktman - Yacktman Asset Management) · not free-float ownership

  1. Don Yacktman add 4.0%
  2. Tweedy, Browne Co. reduce 3.9%
  3. Kentucky Trust Co. reduce 2.5%
  4. Murphy Pohlad 1.2%
  5. Thomas Gayner 1.2%
  6. Mairs & Power reduce 0.99%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Don Yacktman - Yacktman Asset Management 2026 Q2 4.0% Add +0.8% 1,259,977 $320M history
Thomas Gayner - Markel Group 2026 Q2 1.2% Hold 610,800 $155M history
Mairs & Power 2026 Q2 0.99% Reduce −26.8% 423,010 $107M history
Farallon Capital Management 2026 Q2 0.48% Add +175.7% 408,000 $104M history
Tweedy, Browne Co. 2026 Q2 3.9% Reduce −8.1% 201,644 $51M history
Prem Watsa - Fairfax Financial Holdings 2026 Q2 0.71% Hold 73,400 $19M history
John Rogers - Ariel Investments 2026 Q2 0.09% Reduce −12.7% 35,393 $9M history
George Soros - Soros Fund Management 2026 Q2 0.11% Reduce −2.4% 34,019 $9M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.01% Add +11.9% 25,172 $6M history
Dodge & Cox 2026 Q2 <0.01% Hold 20,947 $5M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 2.5% Reduce −0.1% 20,789 $5M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.04% Reduce −1.3% 15,508 $4M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 1.2% Hold 13,589 $3M history
Jensen Investment Management 2026 Q2 0.05% Reduce −9.9% 8,797 $2M history
Torray Investment Partners 2026 Q2 0.14% Hold 4,141 $1M history
David Katz - Matrix Asset Advisors 2026 Q2 0.03% Hold 1,622 $412K history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 <0.01% Reduce −14.7% 1,112 $282K history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.02% New 0.02% 794 $202K history
Richard Pzena - Pzena Investment Management exited 2026 Q2 last 2026 Q1 0.16% Exit −0.16% 203,965 $50M history

18 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,8.01,9.01 Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 8, 2026 · 3 forms Filing Doc
4 Period Sep 2, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 5, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 9, 2026 · 3 forms Filing Doc
4 Period May 1, 2026 Filing Doc
4 Period Apr 23, 2026 · 11 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $79.99B $88.82B $94.19B
Gross profit $55.39B $61.35B $63.94B
Gross margin * 69.3% 69.1% 67.9%
Net income $17.94B $14.07B $26.8B
Net margin * 22.4% 15.8% 28.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $55.29B $55.89B $55.62B
Total non-current assets * $132.08B $124.21B $143.59B
Total assets $187.38B $180.1B $199.21B
Total current liabilities $55.8B $50.32B $54.13B
Total non-current liabilities * $54.77B $58.29B $63.54B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $21.19B $24.27B $24.53B
Cash from investing -$12.37B -$18.6B -$23.59B
Cash from financing -$8.87B -$3.13B -$5.54B
Net change in cash -$0.36B $2.25B -$4.4B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders