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

2023 Q1 2022 Q4 · filed 8 May · long equity

MSFT - Microsoft 6.90% Reduce −3.3% 3,082,963 $284.05 $876M −106,645 +$111M
PEP - PepsiCo 6.77% Reduce −3.7% 4,745,892 $180.83 $858M −183,079 −$32M
SYK - Stryker 5.64% Reduce −3.3% 2,550,264 $280.71 $716M −88,019 +$71M
ACN - Accenture · CLASS A 5.56% Add +6.3% 2,493,633 $282.66 $705M +147,301 +$79M
AAPL - Apple 5.21% Reduce −3.5% 4,067,784 $162.36 $660M −147,810 +$113M
UNH - Unitedhealth Group 4.99% Reduce −3.4% 1,346,008 $470.06 $633M −47,090 −$106M
GOOGL - Alphabet · CL A 4.93% Reduce −12.1% 6,203,089 $100.89 $626M −857,801 +$3M
NKE - Nike 4.51% Reduce −3.3% 4,766,511 $120.10 $572M −160,831 −$4M
SBUX - Starbucks 3.81% Add +4.1% 4,769,555 $101.32 $483M +188,513 +$29M
MMC - Marsh & McLennan 3.76% Add +10.7% 2,894,598 $164.88 $477M +279,134 +$44M
INTU - Intuit 3.76% Add +7.4% 1,083,014 $440.09 $477M +74,522 +$84M
PFE - Pfizer 3.70% Add +10.4% 11,617,395 $40.38 $469M +1,091,421 −$70M
ADP - Automatic Data Processing 3.56% Reduce −3.4% 2,059,198 $219.49 $452M −72,145 −$57M
JNJ - Johnson & Johnson 3.37% Reduce −15.5% 2,786,087 $153.43 $427M −509,740 −$155M
TXN - Texas Instruments 3.18% Add +4.6% 2,192,271 $184.24 $404M +96,602 +$58M
MA - Mastercard 2.94% Reduce −3.3% 1,038,008 $359.26 $373M −35,554 −$395K
PG - Procter & Gamble 2.84% Reduce −3.4% 2,441,851 $147.45 $360M −86,710 −$23M
BDX - Becton Dickinson & 2.62% Reduce −32.6% 1,353,836 $245.17 $332M −655,772 −$179M
EFX - Equifax 2.45% Reduce −3.3% 1,557,813 $199.69 $311M −53,945 −$2M
HD - Home Depot 2.32% Reduce −3.5% 1,031,578 $285.36 $294M −37,212 −$43M
UPS - United Parcel Svc · CL B 2.22% Reduce −3.5% 1,473,140 $191.09 $282M −53,596 +$16M
APH - Amphenol 2.19% Reduce −3.3% 3,442,476 $80.66 $278M −117,954 +$7M
WM - Waste Management 2.17% Reduce −3.5% 1,705,758 $161.53 $276M −61,833 −$2M
BR - Broadridge 2.02% Reduce −3.1% 1,763,639 $145.11 $256M −56,444 +$12M
TJX - TJX Companies 1.78% Reduce −22.0% 2,934,891 $76.91 $226M −829,632 −$74M
MCO - Moody's 1.69% Reduce −3.3% 712,097 $300.94 $214M −24,143 +$9M
VRSK - Verisk Analytics 1.41% Reduce −3.4% 939,027 $190.96 $179M −32,717 +$8M
BALL - BALL Corp 1.29% Reduce −3.4% 3,008,136 $54.28 $163M −104,794 +$4M
ADBE - Adobe Systems 0.14% Reduce −0.4% 45,029 $381.90 $17M −162 +$2M
ORCL - Oracle 0.11% Reduce −3.4% 159,645 $90.51 $14M −5,615 +$941K
WAT - Waters 0.11% Reduce −2.0% 45,802 $304.67 $14M −940 −$2M
ECL - Ecolab 0.09% Reduce −0.9% 73,066 $163.28 $12M −674 +$1M
ABT - Abbott Labs 0.08% Reduce −0.3% 106,153 $99.08 $11M −272 −$1M
GIS - General Mills 0.07% Add +2.3% 104,862 $84.96 $9M +2,330 +$312K
EMR - Emerson Elec 0.07% Reduce −0.8% 98,220 $85.59 $8M −835 −$1M
CTSH - Cognizant 0.07% Reduce −19.6% 139,640 $59.81 $8M −34,103 −$2M
OMC - Omnicom Group 0.06% Reduce −1.9% 86,330 $92.74 $8M −1,705 +$825K
KO - Coca-Cola 0.06% Reduce −0.3% 128,723 $61.85 $8M −400 −$252K
CPRT - Copart (DE) 0.06% Reduce −11.0% 104,210 $73.48 $8M −12,900 +$527K
CL - Colgate Palmolive 0.06% Reduce −0.2% 100,799 $75.25 $8M −200 −$373K
Laboratory of America 0.06% Hold 33,040 $224.70 $7M
MCHP - Microchip Technology 0.06% Reduce −2.5% 89,300 $82.78 $7M −2,300 +$957K
KR - Kroger 0.06% Add +13.2% 147,260 $49.06 $7M +17,180 +$1M
EHC - Encompass Health 0.05% Hold 126,680 $53.13 $7M
MANH - Manhattan Associates 0.05% Hold 44,130 $152.00 $7M
CCK - Crown 0.05% Hold 80,300 $81.51 $7M
MMM - 3M 0.05% Reduce −25.3% 63,275 $102.78 $7M −21,397 −$4M
CHD - Church & Dwight 0.05% Reduce −6.9% 71,990 $86.84 $6M −5,300 +$21K
GPC - Genuine Parts 0.05% Hold 37,940 $164.37 $6M
CDNS - Cadence Design Systems 0.05% Hold 29,670 $207.01 $6M

Showing top 50 of 81 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
CRI - Carter's 0.02% Exit 0 $74.62 $3M −35,140 −$3M
Landstar System 0.02% Exit 0 $162.93 $3M −15,700 −$3M
LIN - Linde SH 0.01% Exit 0 $326.06 $1M −3,530 −$1M
SPY - SPDR S&P 500 ETF Trust Exit 0 $382.54 $241K −630 −$241K
RS - Reliance Steel And Aluminum Exit 0 $202.63 $231K −1,140 −$231K

* 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 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