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

2022 Q1 2021 Q4 · filed 10 May · long equity

MSFT - Microsoft 6.80% Add +0.5% 2,956,142 $308.31 $911M +13,475 −$78M
GOOGL - Alphabet · CL A 6.74% Add +0.7% 325,012 $2,781 $904M +2,280 −$31M
PEP - PepsiCo 6.29% Add +0.6% 5,033,761 $167.38 $843M +32,163 −$26M
AAPL - Apple 5.32% Add +0.7% 4,082,865 $174.61 $713M +29,296 −$7M
JNJ - Johnson & Johnson 4.88% Reduce −7.9% 3,694,332 $177.23 $655M −317,337 −$32M
SYK - Stryker 4.87% Add +0.7% 2,439,668 $267.35 $652M +16,826 +$4M
ACN - Accenture 4.43% Add +9.1% 1,759,010 $337.23 $593M +146,396 −$75M
UNH - Unitedhealth Group 4.37% Reduce −8.9% 1,149,701 $509.97 $586M −112,365 −$47M
NKE - Nike · CL B 4.24% Add +21.1% 4,222,897 $134.56 $568M +735,466 −$13M
BDX - Becton Dickinson & 4.10% Reduce −9.6% 2,064,286 $266.00 $549M −218,354 −$25M
PFE - Pfizer 3.75% Add +0.8% 9,707,973 $51.77 $503M +73,574 −$66M
ADP - Automatic Data Processing 3.75% Add +0.7% 2,207,324 $227.54 $502M +15,074 −$38M
MMM - 3M 3.64% Add +0.7% 3,275,285 $148.88 $488M +24,118 −$90M
CTSH - Cognizant Tech Solutions 3.35% Add +0.7% 5,011,274 $89.67 $449M +34,673 +$8M
INTU - Intuit 2.88% Add +9.6% 802,864 $480.84 $386M +70,275 −$85M
SBUX - Starbucks 2.86% Add +20.5% 4,220,525 $90.97 $384M +716,920 −$26M
PG - Procter & Gamble 2.66% Add +0.6% 2,334,869 $152.80 $357M +14,557 −$23M
MA - Mastercard 2.64% Add +11.2% 990,816 $357.38 $354M +99,752 +$34M
TXN - Texas Instruments 2.39% Add +13.1% 1,749,675 $183.48 $321M +202,710 +$29M
EFX - Equifax 2.32% Add +5.9% 1,313,574 $237.10 $311M +72,991 −$52M
MMC - Marsh & McLennan 2.03% Add +15.7% 1,598,315 $170.42 $272M +216,740 +$32M
UPS - United Parcel Svc · CL B 1.98% Add +0.7% 1,235,235 $214.46 $265M +8,015 +$2M
HD - Home Depot 1.97% Add +4.9% 881,696 $299.33 $264M +41,353 −$85M
BR - Broadridge 1.96% Add +0.8% 1,684,618 $155.71 $262M +12,890 −$43M
WM - Waste Management 1.93% Add +0.5% 1,630,853 $158.50 $258M +7,531 −$12M
TJX - TJX Companies 1.87% Add +13.7% 4,146,825 $60.58 $251M +500,125 −$26M
MCO - Moody's 1.29% New 513,165 $337.41 $173M +513,165 +$173M
VRSK - Verisk Analytics 1.21% Add +1.0% 756,763 $214.63 $162M +7,201 −$9M
APH - Amphenol 1.03% Add +0.9% 1,840,772 $75.35 $139M +17,165 −$21M
ADBE - Adobe Systems 0.15% Reduce −1.1% 44,972 $455.62 $20M −495 −$5M
ORCL - Oracle 0.11% Reduce −2.2% 179,260 $82.73 $15M −4,060 −$1M
WAT - Waters 0.11% Reduce −0.6% 46,867 $310.39 $15M −285 −$3M
ECL - Ecolab 0.10% Reduce −0.4% 74,637 $176.56 $13M −315 −$4M
ABT - Abbott Laboratories 0.09% Hold 107,025 $118.36 $13M
EMR - Emerson Electric 0.07% Hold 102,137 $98.05 $10M
CCK - Crown 0.07% Add +12.2% 76,360 $125.09 $10M +8,310 +$2M
GIS - General Mills 0.07% Reduce −95.7% 136,555 $67.72 $9M −3,033,295 −$204M
EHC - Encompass Health 0.07% Add +27.4% 126,480 $71.11 $9M +27,230 +$3M
CHD - Church & Dwight 0.07% Add +17.0% 88,210 $99.38 $9M +12,840 +$1M
MCHP - Microchip Technology 0.07% Add +38.9% 116,100 $75.14 $9M +32,540 +$1M
GPC - Genuine Parts 0.06% Add +20.4% 67,690 $126.02 $9M +11,450 +$645K
KR - Kroger 0.06% Reduce −2.3% 146,990 $57.37 $8M −3,500 +$2M
CPRT - Copart (DE) 0.06% Add +29.2% 65,760 $125.47 $8M +14,870 +$535K
Laboratory of America 0.06% Add +23.1% 31,270 $263.67 $8M +5,870 +$264K
KO - Coca-Cola 0.06% Hold 130,759 $62.00 $8M
BBY - Best Buy 0.06% Add +41.2% 88,690 $90.90 $8M +25,860 +$2M
OMC - Omnicom Group 0.06% Reduce −2.1% 91,764 $84.88 $8M −2,000 +$919K
CL - Colgate-Palmolive 0.06% Hold 102,499 $75.83 $8M
FDS - FactSet Research Systems 0.06% Add +9.6% 17,850 $434.17 $8M +1,570 −$162K
HAS - Hasbro 0.06% Add +25.4% 92,830 $81.92 $8M +18,800 +$70K

Showing top 50 of 80 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2021 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
GWW - W W Grainger 0.01% Exit 0 $518.07 $1M −2,490 −$1M
ON - ON Semiconductor 0.01% Exit 0 $67.93 $913K −13,441 −$913K

* 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 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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