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 Q4 2023 Q3 · filed 12 Feb · long equity

MSFT - Microsoft 7.34% Reduce −10.9% 2,577,239 $376.04 $969M −314,738 +$56M
GOOGL - Alphabet · CL A 6.66% Reduce −2.2% 6,292,869 $139.69 $879M −138,919 +$37M
ACN - Accenture · CLASS A 6.45% Reduce −6.5% 2,426,646 $350.91 $852M −167,975 +$55M
PEP - PepsiCo 6.21% Reduce −2.1% 4,824,344 $169.84 $819M −103,478 −$16M
AAPL - Apple 5.71% Reduce −2.3% 3,913,699 $192.53 $754M −90,153 +$68M
UNH - Unitedhealth Group 5.46% Reduce −2.2% 1,369,190 $526.47 $721M −31,401 +$15M
SYK - Stryker 5.24% Reduce −8.2% 2,308,327 $299.46 $691M −207,500 +$4M
INTU - Intuit 5.21% Reduce −2.2% 1,099,413 $625.03 $687M −25,142 +$113M
MMC - Marsh & McLennan 4.23% Reduce −2.2% 2,949,005 $189.47 $559M −67,471 −$15M
NKE - Nike 3.99% Reduce −1.8% 4,853,832 $108.57 $527M −89,544 +$54M
SBUX - Starbucks 3.52% Reduce −2.3% 4,843,828 $96.01 $465M −112,614 +$13M
ADP - Automatic Data Processing 3.50% Reduce −2.3% 1,981,320 $232.97 $462M −46,120 −$26M
MA - Mastercard 3.41% Reduce −2.2% 1,054,308 $426.51 $450M −23,861 +$23M
EFX - Equifax 2.90% Reduce −11.4% 1,549,231 $247.29 $383M −199,971 +$63M
TXN - Texas Instruments 2.88% Reduce −2.2% 2,231,201 $170.46 $380M −50,647 +$17M
BR - Broadridge 2.78% Reduce −2.3% 1,782,855 $205.75 $367M −42,484 +$40M
HD - Home Depot 2.75% Reduce −2.3% 1,047,967 $346.55 $363M −24,201 +$39M
PG - Procter & Gamble 2.61% Reduce −2.2% 2,349,913 $146.54 $344M −52,197 −$6M
PFE - Pfizer 2.57% Reduce −2.8% 11,775,507 $28.79 $339M −340,333 −$63M
APH - Amphenol 2.53% Reduce −2.3% 3,366,922 $99.13 $334M −79,162 +$44M
JNJ - Johnson & Johnson 2.50% Reduce −7.6% 2,105,139 $156.74 $330M −174,298 −$25M
KLAC - KLA 2.42% Reduce −2.0% 548,790 $581.30 $319M −11,285 +$62M
WM - Waste Management 2.35% Reduce −2.2% 1,733,879 $179.10 $311M −38,149 +$40M
VRSK - Verisk Analytics 1.63% Reduce −2.2% 900,907 $238.86 $215M −20,525 −$2M
BALL - BALL Corp 1.33% Reduce −2.4% 3,052,857 $57.52 $176M −74,135 +$20M
MCO - Moody's 1.26% Reduce −35.8% 426,966 $390.56 $167M −238,221 −$44M
ADBE - Adobe Systems 0.20% Reduce −1.6% 44,182 $596.60 $26M −735 +$3M
WAT - Waters 0.15% Reduce −1.4% 58,632 $329.23 $19M −810 +$3M
ORCL - Oracle 0.12% Reduce −3.3% 152,060 $105.43 $16M −5,200 −$625K
ECL - Ecolab 0.11% Reduce −0.9% 70,871 $198.35 $14M −615 +$2M
BDX - Becton Dickinson & 0.09% Reduce −14.7% 50,179 $243.83 $12M −8,649 −$3M
ABT - Abbott Labs 0.09% Hold 103,403 $110.07 $11M
CTSH - Cognizant 0.07% Reduce −0.5% 131,060 $75.53 $10M −674 +$975K
EMR - Emerson Elec 0.07% Reduce −0.5% 93,920 $97.33 $9M −457 +$27K
GIS - General Mills 0.06% Add +2.5% 123,295 $65.14 $8M +3,041 +$336K
CL - Colgate Palmolive 0.06% Reduce −0.3% 98,519 $79.71 $8M −270 +$828K
CCK - Crown 0.06% Add +1.0% 81,630 $92.09 $8M +810 +$366K
KO - Coca-Cola 0.06% Hold 127,263 $58.93 $7M
Laboratory of America 0.06% Hold 32,710 $227.29 $7M
OMC - Omnicom Group 0.05% Reduce −0.2% 83,701 $86.51 $7M −200 +$992K
EHC - Encompass Health 0.05% Hold 105,540 $66.72 $7M
LII - Lennox International 0.05% Reduce −5.6% 15,170 $447.52 $7M −900 +$772K
CPRT - Copart (DE) 0.05% Reduce −5.2% 137,810 $49.00 $7M −7,500 +$491K
MCHP - Microchip Technology 0.05% Hold 72,840 $90.18 $7M
UPS - United Parcel Svc · CL B 0.05% Reduce −10.2% 40,310 $157.23 $6M −4,575 −$658K
KR - Kroger 0.05% Hold 137,980 $45.71 $6M
GPC - Genuine Parts 0.05% Add +13.5% 44,370 $138.50 $6M +5,280 +$501K
CRL - Charles River Laboratories 0.05% Hold 25,530 $236.40 $6M
TSCO - Tractor Supply 0.04% Add +8.9% 26,200 $215.03 $6M +2,150 +$750K
Genpact 0.04% Add +5.1% 153,070 $34.71 $5M +7,480 +$43K

Showing top 50 of 82 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
K - Kellogg 0.04% Exit 0 $59.51 $5M −86,320 −$5M
EXPD - Expeditors Intl 0.03% Exit 0 $114.63 $3M −30,010 −$3M
RMD - Resmed 0.01% Exit 0 $147.87 $2M −11,720 −$2M

* 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 Q3. 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