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 Q4 2021 Q3 · filed 14 Feb · long equity

MSFT - Microsoft 6.96% Reduce −8.6% 2,942,667 $336.32 $990M −278,061 +$82M
GOOGL - Alphabet · CL A 6.57% Reduce −0.7% 322,732 $2,897 $935M −2,433 +$66M
PEP - PepsiCo 6.11% Reduce −0.6% 5,001,598 $173.71 $869M −29,873 +$112M
AAPL - Apple 5.06% Reduce −0.8% 4,053,569 $177.57 $720M −32,183 +$142M
JNJ - Johnson & Johnson 4.82% Reduce −0.7% 4,011,669 $171.07 $686M −29,270 +$34M
ACN - Accenture 4.70% Reduce −8.8% 1,612,614 $414.55 $669M −156,002 +$103M
SYK - Stryker 4.55% Add +5.0% 2,422,842 $267.42 $648M +115,154 +$39M
UNH - Unitedhealth Group 4.45% Reduce −0.6% 1,262,066 $502.14 $634M −8,100 +$137M
NKE - Nike · CL B 4.09% Reduce −0.7% 3,487,431 $166.67 $581M −24,712 +$71M
MMM - 3M 4.06% Reduce −0.6% 3,251,167 $177.63 $578M −19,180 +$4M
BDX - Becton Dickinson & 4.04% Reduce −0.7% 2,282,640 $251.48 $574M −16,220 +$9M
PFE - Pfizer 4.00% Reduce −9.7% 9,634,399 $59.05 $569M −1,029,457 +$110M
ADP - Automatic Data Processing 3.80% Reduce −0.7% 2,192,250 $246.58 $541M −15,235 +$99M
INTU - Intuit 3.31% Reduce −12.3% 732,589 $643.22 $471M −103,040 +$20M
CTSH - Cognizant Tech Solutions 3.10% Reduce −0.8% 4,976,601 $88.72 $442M −38,865 +$69M
SBUX - Starbucks 2.88% Add +2.7% 3,503,605 $116.97 $410M +93,157 +$34M
PG - Procter & Gamble 2.67% Reduce −0.7% 2,320,312 $163.58 $380M −16,590 +$53M
EFX - Equifax 2.55% Reduce −0.7% 1,240,583 $292.79 $363M −8,595 +$47M
HD - Home Depot 2.45% Reduce −10.9% 840,343 $415.01 $349M −102,600 +$39M
MA - Mastercard 2.25% Add +21.3% 891,064 $359.32 $320M +156,312 +$65M
BR - Broadridge 2.15% Reduce −4.8% 1,671,728 $182.82 $306M −83,525 +$13M
TXN - Texas Instruments 2.05% Add +3.9% 1,546,965 $188.47 $292M +57,828 +$5M
TJX - TJX Companies 1.95% Reduce −0.8% 3,646,700 $75.92 $277M −28,870 +$34M
WM - Waste Management 1.90% Reduce −4.4% 1,623,322 $166.90 $271M −74,640 +$17M
UPS - United Parcel Svc · CL B 1.85% Reduce −0.7% 1,227,220 $214.34 $263M −8,906 +$38M
MMC - Marsh & McLennan 1.69% Add +15.4% 1,381,575 $173.82 $240M +184,815 +$59M
GIS - General Mills 1.50% Add +0.9% 3,169,850 $67.38 $214M +27,892 +$26M
VRSK - Verisk Analytics 1.21% Reduce −0.7% 749,562 $228.73 $171M −5,540 +$20M
APH - Amphenol 1.12% Reduce −0.7% 1,823,607 $87.46 $159M −12,770 +$25M
ADBE - Adobe Systems 0.18% Reduce −0.2% 45,467 $567.07 $26M −100 −$451K
ECL - Ecolab 0.12% Reduce −0.2% 74,952 $234.59 $18M −185 +$2M
WAT - Waters 0.12% Reduce −0.2% 47,152 $372.60 $18M −85 +$691K
ORCL - Oracle 0.11% Reduce −0.2% 183,320 $87.21 $16M −400 −$21K
ABT - Abbott Laboratories 0.11% Reduce −0.5% 107,025 $140.74 $15M −500 +$2M
EMR - Emerson Electric 0.07% Hold 102,137 $92.97 $9M
CL - Colgate-Palmolive 0.06% Hold 102,499 $85.34 $9M
Laboratory of America 0.06% Add +3.7% 25,400 $314.21 $8M +910 +$1M
FDS - FactSet Research Systems 0.06% Reduce −15.7% 16,280 $486.00 $8M −3,030 +$289K
GPC - Genuine Parts 0.06% Add +2.6% 56,240 $140.20 $8M +1,400 +$1M
KO - Coca-Cola 0.05% Reduce −0.8% 130,759 $59.21 $8M −1,045 +$826K
CHD - Church & Dwight 0.05% Add +19.0% 75,370 $102.49 $8M +12,020 +$2M
CPRT - Copart (DE) 0.05% Hold 50,890 $151.62 $8M
HAS - Hasbro 0.05% Add +3.9% 74,030 $101.78 $8M +2,810 +$1M
CCK - Crown 0.05% Add +2.7% 68,050 $110.62 $8M +1,760 +$847K
SMG - The Scotts Miracle-Gro 0.05% Add +24.8% 46,260 $161.00 $7M +9,200 +$2M
MCHP - Microchip Technology 0.05% Add +100.0% 83,560 $87.06 $7M +41,780 +$862K
OMC - Omnicom Group 0.05% Reduce −3.1% 93,764 $73.27 $7M −3,000 −$142K
KR - Kroger 0.05% Add +7.6% 150,490 $45.26 $7M +10,580 +$1M
EXPD - Expeditors Intl 0.05% Hold 50,380 $134.30 $7M
FFIV - F5 Networks 0.05% Add +19.4% 27,580 $244.71 $7M +4,490 +$2M

Showing top 50 of 78 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). Share change and $ change are vs 2021 Q3. 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