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 Q3 2023 Q2 · filed 7 Nov · long equity

MSFT - Microsoft 7.22% Reduce −1.1% 2,891,977 $315.75 $913M −30,857 −$82M
GOOGL - Alphabet · CL A 6.65% Add +2.7% 6,431,788 $130.86 $842M +166,590 +$92M
PEP - PepsiCo 6.60% Add +2.7% 4,927,822 $169.44 $835M +127,564 −$54M
ACN - Accenture · CLASS A 6.30% Add +2.8% 2,594,621 $307.11 $797M +69,812 +$18M
UNH - Unitedhealth Group 5.58% Add +2.8% 1,400,591 $504.19 $706M +38,440 +$51M
SYK - Stryker 5.43% Reduce −2.5% 2,515,827 $273.27 $688M −64,772 −$100M
AAPL - Apple 5.42% Reduce −2.6% 4,003,852 $171.21 $685M −105,940 −$112M
INTU - Intuit 4.54% Add +2.9% 1,124,555 $510.94 $575M +31,350 +$74M
MMC - Marsh & McLennan 4.54% Add +2.9% 3,016,476 $190.30 $574M +86,282 +$23M
ADP - Automatic Data Processing 3.85% Reduce −2.4% 2,027,440 $240.58 $488M −50,805 +$31M
NKE - Nike 3.74% Add +2.6% 4,943,376 $95.62 $473M +125,068 −$59M
SBUX - Starbucks 3.57% Add +2.8% 4,956,442 $91.27 $452M +133,620 −$25M
MA - Mastercard 3.37% Add +2.8% 1,078,169 $395.91 $427M +29,315 +$14M
PFE - Pfizer 3.18% Add +3.0% 12,115,840 $33.17 $402M +353,202 −$30M
TXN - Texas Instruments 2.87% Add +2.9% 2,281,848 $159.01 $363M +65,151 −$36M
JNJ - Johnson & Johnson 2.81% Reduce −19.1% 2,279,437 $155.75 $355M −539,270 −$112M
PG - Procter & Gamble 2.77% Reduce −2.6% 2,402,110 $145.86 $350M −63,400 −$24M
BR - Broadridge 2.58% Add +2.4% 1,825,339 $179.05 $327M +43,235 +$32M
HD - Home Depot 2.56% Add +2.7% 1,072,168 $302.16 $324M +28,350 −$285K
EFX - Equifax 2.53% Add +11.3% 1,749,202 $183.18 $320M +178,224 −$49M
APH - Amphenol 2.29% Reduce −0.9% 3,446,084 $83.99 $289M −29,835 −$6M
WM - Waste Management 2.13% Add +2.6% 1,772,028 $152.44 $270M +45,370 −$29M
KLAC - KLA 2.03% Add +31.9% 560,075 $458.66 $257M +135,352 +$51M
VRSK - Verisk Analytics 1.72% Reduce −2.7% 921,432 $236.24 $218M −25,270 +$4M
MCO - Moody's 1.66% Reduce −7.5% 665,187 $316.17 $210M −53,980 −$40M
BALL - BALL Corp 1.23% Add +3.1% 3,126,992 $49.78 $156M +95,415 −$21M
TJX - TJX Companies 0.35% Reduce −73.1% 498,657 $88.88 $44M −1,355,281 −$113M
ADBE - Adobe Systems 0.18% Reduce −0.2% 44,917 $509.90 $23M −112 +$884K
ORCL - Oracle 0.13% Reduce −0.3% 157,260 $105.92 $17M −440 −$2M
WAT - Waters 0.13% Add +8.5% 59,442 $274.21 $16M +4,680 +$2M
BDX - Becton Dickinson & 0.12% Reduce −92.3% 58,828 $258.53 $15M −708,376 −$187M
ECL - Ecolab 0.10% Reduce −0.5% 71,486 $169.40 $12M −380 −$1M
ABT - Abbott Labs 0.08% Reduce −1.0% 103,403 $96.85 $10M −1,000 −$1M
EMR - Emerson Elec 0.07% Reduce −0.9% 94,377 $96.57 $9M −850 +$506K
CTSH - Cognizant 0.07% Reduce −0.2% 131,734 $67.74 $9M −320 +$303K
GIS - General Mills 0.06% Add +22.1% 120,254 $63.99 $8M +21,730 +$138K
CCK - Crown 0.06% Reduce −3.3% 80,820 $88.48 $7M −2,750 −$109K
KO - Coca-Cola 0.06% Reduce −0.8% 127,263 $55.98 $7M −1,000 −$600K
EHC - Encompass Health 0.06% Reduce −14.0% 105,540 $67.16 $7M −17,200 −$1M
CL - Colgate Palmolive 0.06% Hold 98,789 $71.11 $7M
UPS - United Parcel Svc · CL B 0.06% Reduce −97.0% 44,885 $155.87 $7M −1,442,820 −$260M
Laboratory of America 0.05% Add +2.2% 32,710 $201.05 $7M +700 −$1M
CPRT - Copart (DE) 0.05% Add +93.4% 145,310 $43.09 $6M +70,180 −$591K
OMC - Omnicom Group 0.05% Reduce −0.9% 83,901 $74.48 $6M −728 −$2M
KR - Kroger 0.05% Reduce −3.3% 137,980 $44.75 $6M −4,700 −$531K
LII - Lennox International 0.05% Reduce −24.2% 16,070 $374.44 $6M −5,140 −$899K
MCHP - Microchip Technology 0.04% Reduce −3.3% 72,840 $78.05 $6M −2,480 −$1M
GPC - Genuine Parts 0.04% Add +6.3% 39,090 $144.38 $6M +2,330 −$577K
MANH - Manhattan Associates 0.04% Reduce −13.3% 27,740 $197.66 $5M −4,270 −$915K
Genpact 0.04% Add +12.4% 145,590 $36.20 $5M +16,080 +$405K

Showing top 50 of 83 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 2023 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