Follow-The-Filings

Security

KVUE

Kenvue Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

20 owners 3 new 3 exits max 10.3% (Starboard Value LP)

grid → activity →
owners 20
rank #168
master % 0.08%
max % 10.3%
tracked value $7.5B
qoq N 3 A 10 R 5 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Starboard Value LP 2026 Q1 10.3% — 27,307,632 $471M hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 1.8% Add -0.07 pp 7,932,459 $137M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.6% Add +0.35 pp 3,157,266 $54M hist
David Einhorn - Greenlight Capital Inc. 2023 Q4 stale 0.6% New 0.6% 554,490 $12M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.6% Add +0.02 pp 24,564,292 $423M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.3% Reduce +0.02 pp 26,282,145 $453M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.2% Add +0.15 pp 14,148,561 $244M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.2% Add +0.07 pp 31,801,263 $548M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 2,235,040 $39M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 4,141,512 $71M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.08 pp 43,876,034 $757M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add 0.00 pp 234,951,484 $4.1B hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Reduce 0.00 pp 40,906 $705 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.02 pp 10,820,981 $187M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.02 pp 2,296,645 $39M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% New 0.0% 92,009 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce 0.00 pp 461,257 $8M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 318,623 $5M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 124,950 $2M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 23,301 $402 hist
Sachem Head Capital Management LP exited 2026 Q1 last 2025 Q4 1.3% Exit -1.34 pp 3,310,000 $57M hist
Dan Loeb - Third Point LLC exited 2026 Q1 last 2025 Q4 0.8% Exit -0.77 pp 3,250,000 $56M hist
Two Sigma Investments, LP exited 2025 Q4 last 2025 Q3 0.0% Exit 0.00 pp 10,868 $176 hist

20 current · 3 exited last period · options excluded

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 $14.95B $15.46B $15.12B
Gross profit $8.28B $8.96B $8.79B
Gross margin * 55.4% 58.0% 58.1%
Net income $2.06B $1.03B $1.47B
Net margin * 13.8% 6.7% 9.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $5.88B $5.52B $5.7B
Total non-current assets * $21.44B $20.08B $21.38B
Total assets $27.32B $25.6B $27.08B
Total current liabilities $3.93B $5.74B $5.94B
Total non-current liabilities * $3.42B $10.19B $10.37B
Total equity $19.97B $9.67B $10.76B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.52B $1.77B $2.2B
Cash from investing -$390M -$425M -$436M
Cash from financing -$1.58B -$1.56B -$1.84B
Net change in cash $491M -$312M -$8M

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