Follow-The-Filings

Featured 13F manager

Jensen Investment Management Inc.

Lake Oswego, OR 21 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $4.1B
  • 83 Positions
  • 2026 Q2
  • −18.7% QoQ
  • Top 5 31.5%

Portfolio

2026 Q2 · filed 8/7/2026 · 83 long · top 12 shown

top 5 31.5% · top 10 55.1%

AUM over time

2026 Q2 $4.1B −18.7% QoQ
2021 Q3 · $12.6B 2021 Q3 · $12.6B
Q3 2021
2021 Q4 · $14.2B · +12.7% QoQ 2021 Q4 · $14.2B · +12.7% QoQ
Q4
2022 Q1 · $13.4B · −5.8% QoQ 2022 Q1 · $13.4B · −5.8% QoQ
Q1 2022
2022 Q2 · $12.1B · −9.9% QoQ 2022 Q2 · $12.1B · −9.9% QoQ
Q2
2022 Q3 · $11.5B · −4.9% QoQ 2022 Q3 · $11.5B · −4.9% QoQ
Q3
2022 Q4 · $12.8B · +11.4% QoQ 2022 Q4 · $12.8B · +11.4% QoQ
Q4
2023 Q1 · $12.7B · −0.8% QoQ 2023 Q1 · $12.7B · −0.8% QoQ
Q1 2023
2023 Q2 · $13.6B · +7.5% QoQ 2023 Q2 · $13.6B · +7.5% QoQ
Q2
2023 Q3 · $12.7B · −7.1% QoQ 2023 Q3 · $12.7B · −7.1% QoQ
Q3
2023 Q4 · $13.2B · +4.3% QoQ 2023 Q4 · $13.2B · +4.3% QoQ
Q4
2024 Q1 · $13.1B · −0.8% QoQ 2024 Q1 · $13.1B · −0.8% QoQ
Q1 2024
2024 Q2 · $12.2B · −6.7% QoQ 2024 Q2 · $12.2B · −6.7% QoQ
Q2
2024 Q3 · $12B · −2.1% QoQ 2024 Q3 · $12B · −2.1% QoQ
Q3
2024 Q4 · $11B · −7.6% QoQ 2024 Q4 · $11B · −7.6% QoQ
Q4
2025 Q1 · $9B · −18.2% QoQ 2025 Q1 · $9B · −18.2% QoQ
Q1 2025
2025 Q2 · $8.5B · −5.7% QoQ 2025 Q2 · $8.5B · −5.7% QoQ
Q2
2025 Q3 · $8.1B · −5.5% QoQ 2025 Q3 · $8.1B · −5.5% QoQ
Q3
2025 Q4 · $6.4B · −21.1% QoQ 2025 Q4 · $6.4B · −21.1% QoQ
Q4
2026 Q1 · $5.1B · −20.2% QoQ 2026 Q1 · $5.1B · −20.2% QoQ
Q1 2026
2026 Q2 · $4.1B · −18.7% QoQ 2026 Q2 · $4.1B · −18.7% QoQ
Q2

Book

2021 Q3 · filed 12 Nov · long equity

MSFT - Microsoft 7.19% Hold 3,220,728 $281.92 $908M
GOOGL - Alphabet · CL A 6.89% Hold 325,165 $2,674 $869M
PEP - PepsiCo 6.00% Hold 5,031,471 $150.41 $757M
JNJ - Johnson & Johnson 5.17% Hold 4,040,939 $161.50 $653M
SYK - Stryker 4.82% Hold 2,307,688 $263.72 $609M
AAPL - Apple 4.58% Hold 4,085,752 $141.50 $578M
MMM - 3M 4.54% Hold 3,270,347 $175.42 $574M
ACN - Accenture 4.48% Hold 1,768,616 $319.92 $566M
BDX - Becton Dickinson & 4.48% Hold 2,298,860 $245.82 $565M
NKE - Nike · CL B 4.04% Hold 3,512,143 $145.23 $510M
UNH - Unitedhealth Group 3.93% Hold 1,270,166 $390.74 $496M
PFE - Pfizer 3.63% Hold 10,663,856 $43.01 $459M
INTU - Intuit 3.57% Hold 835,629 $539.51 $451M
ADP - Automatic Data Processing 3.50% Hold 2,207,485 $199.92 $441M
SBUX - Starbucks 2.98% Hold 3,410,448 $110.31 $376M
CTSH - Cognizant Tech Solutions 2.95% Hold 5,015,466 $74.21 $372M
PG - Procter & Gamble 2.59% Hold 2,336,902 $139.80 $327M
EFX - Equifax 2.51% Hold 1,249,178 $253.42 $317M
HD - Home Depot 2.45% Hold 942,943 $328.26 $310M
BR - Broadridge 2.32% Hold 1,755,253 $166.64 $292M
TXN - Texas Instruments 2.27% Hold 1,489,137 $192.21 $286M
MA - Mastercard 2.02% Hold 734,752 $347.68 $255M
WM - Waste Management 2.01% Hold 1,697,962 $149.36 $254M
TJX - TJX Companies 1.92% Hold 3,675,570 $65.98 $243M
UPS - United Parcel Svc · CL B 1.78% Hold 1,236,126 $182.10 $225M
GIS - General Mills 1.49% Hold 3,141,958 $59.82 $188M
MMC - Marsh & McLennan 1.44% Hold 1,196,760 $151.43 $181M
VRSK - Verisk Analytics 1.20% Hold 755,102 $200.27 $151M
APH - Amphenol 1.07% Hold 1,836,377 $73.23 $134M
ADBE - Adobe Systems 0.21% Hold 45,567 $575.72 $26M
WAT - Waters 0.13% Hold 47,237 $357.30 $17M
ORCL - Oracle 0.13% Hold 183,720 $87.13 $16M
ECL - Ecolab 0.12% Hold 75,137 $208.62 $16M
ABT - Abbott Laboratories 0.10% Hold 107,525 $118.13 $13M
EMR - Emerson Electric 0.08% Hold 102,137 $94.20 $10M
CL - Colgate-Palmolive 0.06% Hold 102,499 $75.58 $8M
FDS - FactSet Research Systems 0.06% Hold 19,310 $394.77 $8M
CPRT - Copart (DE) 0.06% Hold 50,890 $138.71 $7M
OMC - Omnicom Group 0.06% Hold 96,764 $72.46 $7M
KO - Coca-Cola 0.05% Hold 131,804 $52.47 $7M
Laboratory of America 0.05% Hold 24,490 $281.42 $7M
EHC - Encompass Health 0.05% Hold 90,160 $75.04 $7M
CCK - Crown 0.05% Hold 66,290 $100.78 $7M
GPC - Genuine Parts 0.05% Hold 54,840 $121.23 $7M
MCHP - Microchip Technology 0.05% Hold 41,780 $153.49 $6M
TROW - T. Rowe Price 0.05% Hold 32,361 $196.69 $6M
HAS - Hasbro 0.05% Hold 71,220 $89.22 $6M
EXPD - Expeditors Intl 0.05% Hold 50,380 $119.13 $6M
BBY - Best Buy 0.05% Hold 54,250 $105.71 $6M
KR - Kroger 0.04% Hold 139,910 $40.43 $6M

Showing top 50 of 77 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 83 $4.1B −18.7% 13F-HR 8/7/2026 000117120026000010
2026 Q1 84 $5.1B −20.2% 13F-HR 5/5/2026 000117120026000007
2025 Q4 89 $6.4B −21.1% 13F-HR 2/11/2026 000117120026000003
2025 Q3 87 $8.1B −5.5% 13F-HR 11/6/2025 000117120025000265
2025 Q2 83 $8.5B −5.7% 13F-HR 8/8/2025 000117120025000262
2025 Q1 84 $9B −18.2% 13F-HR 5/9/2025 000117120025000219
2024 Q4 85 $11B −7.6% 13F-HR 2/10/2025 000117120025000017
2024 Q3 87 $12B −2.1% 13F-HR 11/4/2024 000117120024000330
2024 Q2 87 $12.2B −6.7% 13F-HR 8/5/2024 000117120024000243
2024 Q1 84 $13.1B −0.8% 13F-HR 5/7/2024 000117120024000202
2023 Q4 82 $13.2B +4.3% 13F-HR 2/12/2024 000117120024000016
2023 Q3 83 $12.7B −7.1% 13F-HR 11/7/2023 000117120023000445
2023 Q2 82 $13.6B +7.5% 13F-HR 8/7/2023 000117120023000356
2023 Q1 81 $12.7B −0.8% 13F-HR 5/8/2023 000117120023000298
2022 Q4 84 $12.8B RESTATEMENT 4/5/2023 000117120023000206
2022 Q4 84 $12.8B +11.4% 13F-HR 2/8/2023 000117120023000057
2022 Q3 81 $11.5B −4.9% 13F-HR 11/7/2022 000117120022000347
2022 Q2 81 $12.1B −9.9% 13F-HR 8/12/2022 000117120022000293
2022 Q1 80 $13.4B −5.8% 13F-HR 5/10/2022 000117120022000245
2021 Q4 78 $14.2B +12.7% 13F-HR 2/14/2022 000117120022000037
2021 Q3 77 $12.6B 13F-HR 11/12/2021 000117120021000388

About

JENSEN INVESTMENT MANAGEMENT INC

21 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
JENSEN INVESTMENT MANAGEMENT INC
Location
Lake Oswego, OR
All SEC filings
View on sec.gov