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

2024 Q1 2023 Q4 · filed 7 May · long equity

MSFT - Microsoft 7.53% Reduce −9.1% 2,342,114 $420.72 $985M −235,125 +$16M
GOOGL - Alphabet · CL A 6.68% Reduce −7.9% 5,796,244 $150.93 $875M −496,625 −$4M
ACN - Accenture · CLASS A 6.40% Reduce −0.4% 2,416,163 $346.61 $837M −10,483 −$14M
SYK - Stryker 5.78% Reduce −8.4% 2,114,915 $357.87 $757M −193,412 +$66M
INTU - Intuit 5.43% Reduce −0.4% 1,094,629 $650.00 $712M −4,784 +$24M
UNH - Unitedhealth Group 5.14% Reduce −0.6% 1,360,511 $494.70 $673M −8,679 −$48M
AAPL - Apple 5.11% Reduce −0.4% 3,899,621 $171.48 $669M −14,078 −$85M
MMC - Marsh & McLennan 5.01% Add +8.0% 3,186,076 $205.98 $656M +237,071 +$98M
PEP - PepsiCo 4.15% Reduce −35.6% 3,107,551 $175.01 $544M −1,716,793 −$276M
MA - Mastercard 3.86% Reduce −0.5% 1,049,377 $481.57 $505M −4,931 +$56M
ADP - Automatic Data Processing 3.76% Reduce −0.5% 1,971,675 $249.74 $492M −9,645 +$31M
SBUX - Starbucks 3.37% Reduce −0.3% 4,829,984 $91.39 $441M −13,844 −$24M
NKE - Nike 3.29% Reduce −5.7% 4,578,359 $93.98 $430M −275,473 −$97M
EFX - Equifax 3.14% Reduce −0.8% 1,536,866 $267.52 $411M −12,365 +$28M
TXN - Texas Instruments 2.97% Reduce 0.0% 2,230,211 $174.21 $389M −990 +$8M
KLAC - KLA 2.93% Add 0.0% 548,990 $698.57 $384M +200 +$64M
PG - Procter & Gamble 2.89% Reduce −0.6% 2,335,188 $162.25 $379M −14,725 +$35M
WM - Waste Management 2.81% Reduce −0.5% 1,725,604 $213.15 $368M −8,275 +$57M
BR - Broadridge 2.78% Reduce −0.3% 1,776,877 $204.86 $364M −5,978 −$3M
APH - Amphenol 2.62% Reduce −11.6% 2,976,597 $115.35 $343M −390,325 +$10M
HD - Home Depot 2.50% Reduce −18.7% 851,908 $383.60 $327M −196,059 −$36M
JNJ - Johnson & Johnson 2.44% Reduce −4.1% 2,018,153 $158.19 $319M −86,986 −$11M
ZTS - Zoetis 2.03% New 1,570,349 $169.21 $266M +1,570,349 +$266M
VRSK - Verisk Analytics 1.62% Reduce −0.1% 900,115 $235.73 $212M −792 −$3M
BALL - BALL Corp 1.56% Reduce −0.5% 3,037,277 $67.36 $205M −15,580 +$29M
MCD - McDonald's 0.93% New 431,362 $281.95 $122M +431,362 +$122M
MCO - Moody's 0.54% Reduce −58.1% 179,101 $393.03 $70M −247,865 −$96M
ADBE - Adobe Systems 0.17% Reduce 0.0% 44,162 $504.60 $22M −20 −$4M
ORCL - Oracle 0.15% Hold 152,060 $125.61 $19M
WAT - Waters 0.14% Reduce −7.3% 54,342 $344.23 $19M −4,290 −$597K
ECL - Ecolab 0.12% Reduce −0.6% 70,426 $230.90 $16M −445 +$2M
ABT - Abbott Labs 0.09% Reduce 0.0% 103,378 $113.66 $12M −25 +$368K
BDX - Becton Dickinson & 0.08% Reduce −12.9% 43,701 $247.45 $11M −6,478 −$1M
EMR - Emerson Elec 0.08% Hold 93,920 $113.42 $11M
CTSH - Cognizant 0.07% Reduce −0.6% 130,260 $73.29 $10M −800 −$352K
CL - Colgate Palmolive 0.07% Reduce −0.8% 97,759 $90.05 $9M −760 +$950K
GIS - General Mills 0.07% Hold 123,295 $69.97 $9M
EHC - Encompass Health 0.06% Reduce −4.7% 100,540 $82.58 $8M −5,000 +$1M
OMC - Omnicom Group 0.06% Reduce −1.1% 82,741 $96.76 $8M −960 +$765K
CPRT - Copart (DE) 0.06% Hold 137,810 $57.92 $8M
KO - Coca-Cola 0.06% Reduce −0.8% 126,228 $61.18 $8M −1,035 +$223K
CCK - Crown 0.06% Add +11.8% 91,228 $79.26 $7M +9,598 −$287K
Laboratory of America 0.05% Reduce −1.3% 32,300 $218.46 $7M −410 −$378K
LII - Lennox International 0.05% Reduce −7.2% 14,080 $488.76 $7M −1,090 +$93K
GPC - Genuine Parts 0.05% Hold 44,370 $154.93 $7M
KR - Kroger 0.05% Reduce −12.9% 120,180 $57.13 $7M −17,800 +$559K
TSCO - Tractor Supply 0.05% Hold 26,200 $261.72 $7M
CRL - Charles River Laboratories 0.05% Reduce −7.2% 23,680 $270.95 $6M −1,850 +$381K
BBY - Best Buy 0.05% Add +13.6% 76,455 $82.03 $6M +9,165 +$1M
Genpact 0.04% Add +16.7% 178,575 $32.95 $6M +25,505 +$571K

Showing top 50 of 84 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PFE - Pfizer 2.57% Exit 0 $28.79 $339M −11,775,507 −$339M
K - Kellanova 0.04% Exit 0 $55.91 $5M −87,700 −$5M
CDNS - Cadence Design Systems 0.02% Exit 0 $272.41 $3M −10,730 −$3M

* 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 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