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 Q2 2022 Q1 · filed 12 Aug · long equity

PEP - PepsiCo 6.65% Reduce −4.2% 4,821,448 $166.66 $804M −212,313 −$39M
MSFT - Microsoft 6.48% Add +3.1% 3,046,456 $256.83 $782M +90,314 −$129M
GOOGL - Alphabet · CL A 6.04% Add +3.1% 335,077 $2,179 $730M +10,065 −$174M
JNJ - Johnson & Johnson 5.31% Reduce −2.2% 3,613,839 $177.51 $641M −80,493 −$13M
AAPL - Apple 4.76% Add +3.1% 4,207,774 $136.72 $575M +124,909 −$138M
UNH - Unitedhealth Group 4.74% Reduce −3.1% 1,113,688 $513.63 $572M −36,013 −$14M
ACN - Accenture 4.63% Add +14.6% 2,015,402 $277.65 $560M +256,392 −$34M
PFE - Pfizer 4.36% Add +3.4% 10,040,094 $52.43 $526M +332,121 +$24M
BDX - Becton Dickinson & 4.35% Add +3.4% 2,133,735 $246.53 $526M +69,449 −$23M
SYK - Stryker 4.14% Add +3.1% 2,515,693 $198.93 $500M +76,025 −$152M
ADP - Automatic Data Processing 3.96% Add +3.1% 2,275,524 $210.04 $478M +68,200 −$24M
NKE - Nike · CL B 3.69% Add +3.2% 4,357,438 $102.20 $445M +134,541 −$123M
PG - Procter & Gamble 2.87% Add +3.2% 2,410,475 $143.79 $347M +75,606 −$10M
SBUX - Starbucks 2.75% Add +3.0% 4,348,451 $76.39 $332M +127,926 −$52M
MMM - 3M 2.71% Reduce −22.8% 2,527,510 $129.41 $327M −747,775 −$161M
MA - Mastercard 2.67% Add +3.2% 1,022,792 $315.48 $323M +31,976 −$31M
INTU - Intuit 2.65% Add +3.6% 831,429 $385.44 $320M +28,565 −$66M
MMC - Marsh & McLennan 2.62% Add +27.5% 2,037,800 $155.25 $316M +439,485 +$44M
TXN - Texas Instruments 2.30% Add +3.3% 1,807,500 $153.65 $278M +57,825 −$43M
CTSH - Cognizant Tech Solutions 2.29% Reduce −18.3% 4,092,081 $67.49 $276M −919,193 −$173M
WM - Waste Management 2.13% Add +3.2% 1,682,827 $152.98 $257M +51,974 −$1M
HD - Home Depot 2.07% Add +3.3% 910,772 $274.27 $250M +29,076 −$14M
BR - Broadridge 2.05% Add +3.1% 1,736,658 $142.55 $248M +52,040 −$15M
EFX - Equifax 2.05% Add +3.1% 1,354,123 $182.78 $248M +40,549 −$64M
TJX - TJX Companies 1.98% Add +3.2% 4,280,120 $55.85 $239M +133,295 −$12M
UPS - United Parcel Svc · CL B 1.92% Add +3.1% 1,273,299 $182.54 $232M +38,064 −$32M
BALL - BALL Corp 1.47% New 2,581,210 $68.77 $178M +2,581,210 +$178M
MCO - Moody's 1.42% Add +23.2% 632,235 $271.97 $172M +119,070 −$1M
VRSK - Verisk Analytics 1.35% Add +24.4% 941,134 $173.09 $163M +184,371 +$477K
APH - Amphenol 1.24% Add +26.7% 2,332,483 $64.38 $150M +491,711 +$11M
ADBE - Adobe Systems 0.14% Reduce 0.0% 44,967 $366.07 $16M −5 −$4M
WAT - Waters 0.13% Reduce −0.2% 46,772 $330.99 $15M −95 +$934K
ORCL - Oracle 0.10% Reduce −0.3% 178,645 $69.87 $12M −615 −$2M
ABT - Abbott Laboratories 0.10% Reduce −0.6% 106,425 $108.65 $12M −600 −$1M
ECL - Ecolab 0.09% Reduce −0.6% 74,170 $153.75 $11M −467 −$2M
GIS - General Mills 0.09% Reduce −0.1% 136,480 $75.45 $10M −75 +$1M
KO - Coca-Cola 0.07% Add +0.5% 131,409 $62.91 $8M +650 +$160K
CL - Colgate-Palmolive 0.07% Add +0.2% 102,699 $80.14 $8M +200 +$458K
CHD - Church & Dwight 0.07% Hold 88,210 $92.67 $8M
EMR - Emerson Electric 0.07% Reduce −0.2% 101,905 $79.54 $8M −232 −$2M
Laboratory of America 0.07% Add +8.1% 33,810 $234.37 $8M +2,540 −$321K
HAS - Hasbro 0.06% Hold 92,830 $81.88 $8M
EHC - Encompass Health 0.06% Add +5.2% 133,000 $56.05 $7M +6,520 −$2M
CCK - Crown 0.06% Add +5.2% 80,300 $92.17 $7M +3,940 −$2M
GPC - Genuine Parts 0.06% Reduce −18.1% 55,420 $133.00 $7M −12,270 −$1M
CPRT - Copart (DE) 0.06% Hold 65,760 $108.65 $7M
FDS - FactSet Research Systems 0.06% Hold 17,850 $384.59 $7M
MCHP - Microchip Technology 0.06% Hold 116,100 $58.08 $7M
EXPD - Expeditors Intl 0.05% Hold 62,300 $97.46 $6M
LEVI - Levi Strauss & 0.05% Hold 365,150 $16.32 $6M

Showing top 50 of 81 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
SMG - The Scotts Miracle-Gro 0.05% Exit 0 $122.97 $7M −58,520 −$7M
MLKN - MillerKnoll 0.03% Exit 0 $34.56 $3M −98,980 −$3M
RS - Reliance Steel And Aluminum Exit 0 $183.20 $266K −1,452 −$266K

* 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 2022 Q1. 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