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 Q4 2022 Q3 · filed 8 Feb · long equity

PEP - PepsiCo 6.96% Add +2.7% 4,928,971 $180.66 $890M +128,903 +$107M
MSFT - Microsoft 5.98% Add +5.1% 3,189,608 $239.82 $765M +153,877 +$58M
UNH - Unitedhealth Group 5.78% Add +15.4% 1,393,098 $530.18 $739M +185,736 +$129M
SYK - Stryker 5.04% Add +5.4% 2,638,283 $244.49 $645M +135,797 +$138M
ACN - Accenture · CLASS A 4.90% Add +16.8% 2,346,332 $266.84 $626M +337,550 +$109M
GOOGL - Alphabet · CL A 4.87% Add +5.4% 7,060,890 $88.23 $623M +364,710 −$18M
JNJ - Johnson & Johnson 4.55% Reduce −8.3% 3,295,827 $176.65 $582M −298,484 −$5M
NKE - Nike 4.51% Add +5.2% 4,927,342 $117.01 $577M +245,593 +$187M
AAPL - Apple 4.28% Add +0.6% 4,215,594 $129.93 $548M +23,120 −$32M
PFE - Pfizer 4.22% Add +5.5% 10,525,974 $51.24 $539M +549,885 +$103M
BDX - Becton Dickinson & 4.00% Reduce −5.4% 2,009,608 $254.30 $511M −113,767 +$38M
ADP - Automatic Data Processing 3.98% Reduce −6.0% 2,131,343 $238.86 $509M −135,681 −$4M
SBUX - Starbucks 3.55% Add +5.5% 4,581,042 $99.20 $454M +238,317 +$89M
MMC - Marsh & McLennan 3.38% Add +18.0% 2,615,464 $165.48 $433M +398,179 +$102M
INTU - Intuit 3.07% Add +21.6% 1,008,492 $389.22 $393M +179,068 +$71M
PG - Procter & Gamble 3.00% Add +5.2% 2,528,561 $151.56 $383M +123,966 +$80M
MA - Mastercard 2.92% Add +5.3% 1,073,562 $347.73 $373M +53,805 +$83M
TXN - Texas Instruments 2.71% Add +16.2% 2,095,669 $165.22 $346M +292,464 +$67M
HD - Home Depot 2.64% Add +5.5% 1,068,790 $315.86 $338M +55,863 +$58M
EFX - Equifax 2.45% Add +4.8% 1,611,758 $194.36 $313M +73,605 +$50M
TJX - TJX Companies 2.34% Reduce −11.7% 3,764,523 $79.60 $300M −498,607 +$35M
WM - Waste Management 2.17% Add +5.5% 1,767,591 $156.88 $277M +92,079 +$9M
APH - Amphenol 2.12% Add +23.1% 3,560,430 $76.14 $271M +668,632 +$77M
UPS - United Parcel Svc · CL B 2.08% Add +20.2% 1,526,736 $173.84 $265M +257,067 +$60M
BR - Broadridge 1.91% Add +6.0% 1,820,083 $134.13 $244M +102,405 −$4M
MCO - Moody's 1.60% Add +0.2% 736,240 $278.62 $205M +1,750 +$27M
VRSK - Verisk Analytics 1.34% Add +5.4% 971,744 $176.42 $171M +49,965 +$14M
BALL - BALL Corp 1.24% Add +0.3% 3,112,930 $51.14 $159M +8,995 +$9M
WAT - Waters 0.13% Reduce −0.1% 46,742 $342.58 $16M −30 +$3M
ADBE - Adobe Systems 0.12% Add +0.5% 45,191 $336.53 $15M +224 +$3M
ORCL - Oracle 0.11% Add +0.2% 165,260 $81.74 $14M +315 +$3M
ABT - Abbott Labs 0.09% Hold 106,425 $109.79 $12M
ECL - Ecolab 0.08% Reduce −0.1% 73,740 $145.56 $11M −40 +$79K
MMM - 3M 0.08% Reduce −93.8% 84,672 $119.92 $10M −1,276,383 −$140M
CTSH - Cognizant 0.08% Reduce −95.7% 173,743 $57.19 $10M −3,902,443 −$224M
EMR - Emerson Elec 0.07% Reduce −2.8% 99,055 $96.06 $10M −2,850 +$2M
GIS - General Mills 0.07% Reduce −2.0% 102,532 $83.85 $9M −2,130 +$579K
KO - Coca-Cola 0.06% Reduce −1.7% 129,123 $63.61 $8M −2,200 +$857K
CL - Colgate Palmolive 0.06% Reduce −1.7% 100,999 $78.79 $8M −1,700 +$743K
Laboratory of America 0.06% Hold 33,040 $235.48 $8M
EHC - Encompass Health 0.06% Reduce −4.8% 126,680 $59.81 $8M −6,320 +$2M
OMC - Omnicom Group 0.06% Reduce −2.9% 88,035 $81.57 $7M −2,629 +$1M
CPRT - Copart (DE) 0.06% Add +78.1% 117,110 $60.89 $7M +51,350 +$134K
BBY - Best Buy 0.05% Reduce −6.3% 83,110 $80.21 $7M −5,580 +$1M
CCK - Crown 0.05% Hold 80,300 $82.21 $7M
GPC - Genuine Parts 0.05% Reduce −12.7% 37,940 $173.51 $7M −5,520 +$94K
MCHP - Microchip Technology 0.05% Reduce −21.1% 91,600 $70.25 $6M −24,500 −$651K
CHD - Church & Dwight 0.05% Reduce −7.2% 77,290 $80.61 $6M −6,030 +$278K
KR - Kroger 0.05% Hold 130,080 $44.58 $6M
LEVI - Levi Strauss & 0.04% Hold 365,150 $15.52 $6M

Showing top 50 of 82 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 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