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 Q3 2022 Q2 · filed 7 Nov · long equity

PEP - PepsiCo 6.82% Reduce −0.4% 4,800,068 $163.26 $784M −21,380 −$20M
MSFT - Microsoft 6.16% Reduce −0.4% 3,035,731 $232.90 $707M −10,725 −$75M
GOOGL - Alphabet · CL A 5.58% Add +1898.4% 6,696,180 $95.65 $640M +6,361,103 −$90M
UNH - Unitedhealth Group 5.31% Add +8.4% 1,207,362 $505.04 $610M +93,674 +$38M
JNJ - Johnson & Johnson 5.11% Reduce −0.5% 3,594,311 $163.36 $587M −19,528 −$54M
AAPL - Apple 5.05% Reduce −0.4% 4,192,474 $138.20 $579M −15,300 +$4M
ACN - Accenture · CLASS A 4.50% Reduce −0.3% 2,008,782 $257.30 $517M −6,620 −$43M
ADP - Automatic Data Processing 4.47% Reduce −0.4% 2,267,024 $226.19 $513M −8,500 +$35M
SYK - Stryker 4.41% Reduce −0.5% 2,502,486 $202.54 $507M −13,207 +$6M
BDX - Becton Dickinson & 4.12% Reduce −0.5% 2,123,375 $222.83 $473M −10,360 −$53M
PFE - Pfizer 3.80% Reduce −0.6% 9,976,089 $43.76 $437M −64,005 −$90M
NKE - Nike 3.39% Add +7.4% 4,681,749 $83.12 $389M +324,311 −$56M
SBUX - Starbucks 3.19% Reduce −0.1% 4,342,725 $84.26 $366M −5,726 +$34M
MMC - Marsh & McLennan 2.88% Add +8.8% 2,217,285 $149.29 $331M +179,485 +$15M
INTU - Intuit 2.80% Reduce −0.2% 829,424 $387.32 $321M −2,005 +$787K
PG - Procter & Gamble 2.64% Reduce −0.2% 2,404,595 $126.25 $304M −5,880 −$43M
MA - Mastercard 2.53% Reduce −0.3% 1,019,757 $284.34 $290M −3,035 −$33M
HD - Home Depot 2.43% Add +11.2% 1,012,927 $275.94 $280M +102,155 +$30M
TXN - Texas Instruments 2.43% Reduce −0.2% 1,803,205 $154.78 $279M −4,295 +$1M
WM - Waste Management 2.34% Reduce −0.4% 1,675,512 $160.21 $268M −7,315 +$11M
TJX - TJX Companies 2.31% Reduce −0.4% 4,263,130 $62.12 $265M −16,990 +$26M
EFX - Equifax 2.30% Add +13.6% 1,538,153 $171.43 $264M +184,030 +$16M
BR - Broadridge 2.16% Reduce −1.1% 1,717,678 $144.32 $248M −18,980 +$334K
CTSH - Cognizant 2.04% Reduce −0.4% 4,076,186 $57.44 $234M −15,895 −$42M
UPS - United Parcel Svc · CL B 1.79% Reduce −0.3% 1,269,669 $161.54 $205M −3,630 −$27M
APH - Amphonol 1.69% Add +24.0% 2,891,798 $66.96 $194M +559,315 +$43M
MCO - Moody's 1.56% Add +16.2% 734,490 $243.11 $179M +102,255 +$7M
VRSK - Verisk Analytics 1.37% Reduce −2.1% 921,779 $170.53 $157M −19,355 −$6M
MMM - 3M 1.31% Reduce −46.2% 1,361,055 $110.50 $150M −1,166,455 −$177M
BALL - BALL Corp 1.31% Add +20.3% 3,103,935 $48.32 $150M +522,725 −$28M
WAT - Waters 0.11% Hold 46,772 $269.52 $13M
ADBE - Adobe Systems 0.11% Hold 44,967 $275.20 $12M
ECL - Ecolab 0.09% Reduce −0.5% 73,780 $144.42 $11M −390 −$749K
ABT - Abbott Labs 0.09% Hold 106,425 $96.76 $10M
ORCL - Oracle 0.09% Reduce −7.7% 164,945 $61.07 $10M −13,700 −$2M
GIS - General Mills 0.07% Reduce −23.3% 104,662 $76.61 $8M −31,818 −$2M
EMR - Emerson Elec 0.06% Hold 101,905 $73.22 $7M
KO - Coca-Cola 0.06% Reduce −0.1% 131,323 $56.02 $7M −86 −$910K
CL - Colgate Palmolive 0.06% Hold 102,699 $70.25 $7M
MCHP - Microchip Technology 0.06% Hold 116,100 $61.03 $7M
CPRT - Copart (DE) 0.06% Hold 65,760 $106.40 $7M
Laboratory of America 0.06% Reduce −2.3% 33,040 $204.81 $7M −770 −$1M
CCK - Crown 0.06% Hold 80,300 $81.03 $7M
GPC - Genuine Parts 0.06% Reduce −21.6% 43,460 $149.31 $6M −11,960 −$882K
EHC - Encompass Health 0.05% Hold 133,000 $45.23 $6M
CHD - Church & Dwight 0.05% Reduce −5.5% 83,320 $71.44 $6M −4,890 −$2M
HAS - Hasbro 0.05% Reduce −6.4% 86,900 $67.42 $6M −5,930 −$2M
OMC - Omnicom Group 0.05% Hold 90,664 $63.09 $6M
KR - Kroger 0.05% Add +9.2% 130,080 $43.75 $6M +10,980 +$54K
BBY - Best Buy 0.05% Hold 88,690 $63.34 $6M

Showing top 50 of 81 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 2022 Q2. 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