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 Q2 2023 Q1 · filed 7 Aug · long equity

MSFT - Microsoft 7.30% Reduce −5.2% 2,922,834 $340.54 $995M −160,129 +$120M
PEP - PepsiCo 6.52% Add +1.1% 4,800,258 $185.22 $889M +54,366 +$31M
AAPL - Apple 5.85% Add +1.0% 4,109,792 $193.97 $797M +42,008 +$137M
SYK - Stryker 5.78% Add +1.2% 2,580,599 $305.09 $787M +30,335 +$71M
ACN - Accenture · CLASS A 5.72% Add +1.3% 2,524,809 $308.58 $779M +31,176 +$74M
GOOGL - Alphabet · CL A 5.50% Add +1.0% 6,265,198 $119.70 $750M +62,109 +$124M
UNH - Unitedhealth Group 4.80% Add +1.2% 1,362,151 $480.64 $655M +16,143 +$22M
MMC - Marsh & McLennan 4.04% Add +1.2% 2,930,194 $188.08 $551M +35,596 +$74M
NKE - Nike 3.90% Add +1.1% 4,818,308 $110.37 $532M +51,797 −$41M
INTU - Intuit 3.68% Add +0.9% 1,093,205 $458.19 $501M +10,191 +$24M
SBUX - Starbucks 3.51% Add +1.1% 4,822,822 $99.06 $478M +53,267 −$6M
JNJ - Johnson & Johnson 3.42% Add +1.2% 2,818,707 $165.52 $467M +32,620 +$39M
ADP - Automatic Data Processing 3.35% Add +0.9% 2,078,245 $219.79 $457M +19,047 +$5M
PFE - Pfizer 3.17% Add +1.3% 11,762,638 $36.68 $431M +145,243 −$38M
MA - Mastercard 3.03% Add +1.0% 1,048,854 $393.30 $413M +10,846 +$40M
TXN - Texas Instruments 2.93% Add +1.1% 2,216,697 $180.02 $399M +24,426 −$5M
PG - Procter & Gamble 2.75% Add +1.0% 2,465,510 $151.74 $374M +23,659 +$14M
EFX - Equifax 2.71% Add +0.8% 1,570,978 $235.30 $370M +13,165 +$59M
HD - Home Depot 2.38% Add +1.2% 1,043,818 $310.64 $324M +12,240 +$30M
WM - Waste Management 2.20% Add +1.2% 1,726,658 $173.42 $299M +20,900 +$24M
APH - Amphenol 2.17% Add +1.0% 3,475,919 $84.95 $295M +33,443 +$18M
BR - Broadridge 2.17% Add +1.0% 1,782,104 $165.63 $295M +18,465 +$39M
UPS - United Parcel Svc · CL B 1.96% Add +1.0% 1,487,705 $179.25 $267M +14,565 −$15M
MCO - Moody's 1.83% Add +1.0% 719,167 $347.72 $250M +7,070 +$36M
VRSK - Verisk Analytics 1.57% Add +0.8% 946,702 $226.03 $214M +7,675 +$35M
KLAC - KLA 1.51% New 424,723 $485.02 $206M +424,723 +$206M
BDX - Becton Dickinson & 1.49% Reduce −43.3% 767,204 $264.01 $203M −586,632 −$129M
BALL - BALL Corp 1.29% Add +0.8% 3,031,577 $58.21 $176M +23,441 +$13M
TJX - TJX Companies 1.15% Reduce −36.8% 1,853,938 $84.79 $157M −1,080,953 −$69M
ADBE - Adobe Systems 0.16% Hold 45,029 $488.99 $22M
ORCL - Oracle 0.14% Reduce −1.2% 157,700 $119.09 $19M −1,945 +$4M
WAT - Waters 0.11% Add +19.6% 54,762 $266.54 $15M +8,960 +$642K
ECL - Ecolab 0.10% Reduce −1.6% 71,866 $186.69 $13M −1,200 +$1M
ABT - Abbott Labs 0.08% Reduce −1.6% 104,403 $109.02 $11M −1,750 +$864K
CTSH - Cognizant 0.06% Reduce −5.4% 132,054 $65.28 $9M −7,586 +$269K
EMR - Emerson Elec 0.06% Reduce −3.0% 95,227 $90.39 $9M −2,993 +$201K
EHC - Encompass Health 0.06% Reduce −3.1% 122,740 $67.71 $8M −3,940 +$2M
OMC - Omnicom Group 0.06% Reduce −2.0% 84,629 $95.15 $8M −1,701 +$46K
Laboratory of America 0.06% Reduce −3.1% 32,010 $241.33 $8M −1,030 +$301K
KO - Coca-Cola 0.06% Reduce −0.4% 128,263 $60.22 $8M −460 −$238K
CL - Colgate Palmolive 0.06% Reduce −2.0% 98,789 $77.04 $8M −2,010 +$26K
GIS - General Mills 0.06% Reduce −6.0% 98,524 $76.70 $8M −6,338 −$1M
CCK - Crown 0.05% Add +4.1% 83,570 $86.87 $7M +3,270 +$714K
LII - Lennox International 0.05% Reduce −1.3% 21,210 $326.07 $7M −270 +$2M
CPRT - Copart (DE) 0.05% Reduce −27.9% 75,130 $91.21 $7M −29,080 −$805K
MCHP - Microchip Technology 0.05% Reduce −15.7% 75,320 $89.59 $7M −13,980 −$644K
KR - Kroger 0.05% Reduce −3.1% 142,680 $47.00 $7M −4,580 −$519K
MANH - Manhattan Associates 0.05% Reduce −27.5% 32,010 $199.88 $6M −12,120 −$310K
EXPD - Expeditors Intl 0.05% Reduce −3.1% 52,520 $121.13 $6M −1,680 +$559K
GPC - Genuine Parts 0.05% Reduce −3.1% 36,760 $169.23 $6M −1,180 −$15K

Showing top 50 of 82 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
HAS - Hasbro 0.03% Exit 0 $52.36 $4M −71,470 −$4M

* 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 2023 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