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 Q2 2024 Q1 · filed 5 Aug · long equity

MSFT - Microsoft 8.08% Reduce −5.7% 2,208,271 $446.95 $987M −133,843 +$2M
GOOGL - Alphabet · CL A 7.02% Reduce −18.7% 4,711,234 $182.15 $858M −1,085,010 −$17M
AAPL - Apple 6.69% Reduce −0.4% 3,884,083 $210.62 $818M −15,538 +$149M
ACN - Accenture · CLASS A 6.06% Add +1.1% 2,442,792 $303.41 $741M +26,629 −$96M
INTU - Intuit 5.59% Reduce −5.0% 1,040,174 $657.21 $684M −54,455 −$28M
MMC - Marsh & McLennan 5.56% Add +1.3% 3,226,258 $210.72 $680M +40,182 +$24M
SYK - Stryker 5.44% Reduce −7.6% 1,954,455 $340.25 $665M −160,460 −$92M
UNH - Unitedhealth Group 4.03% Reduce −29.0% 966,191 $509.26 $492M −394,320 −$181M
KLAC - KLA 3.85% Add +4.0% 571,035 $824.51 $471M +22,045 +$87M
PEP - PepsiCo 3.70% Reduce −11.9% 2,738,711 $164.93 $452M −368,840 −$92M
MA - Mastercard 3.65% Reduce −3.7% 1,010,206 $441.16 $446M −39,171 −$60M
ADP - Automatic Data Processing 3.62% Reduce −5.9% 1,854,410 $238.69 $443M −117,265 −$50M
TXN - Texas Instruments 3.46% Reduce −2.5% 2,173,826 $194.53 $423M −56,385 +$34M
EFX - Equifax 2.99% Reduce −2.0% 1,505,501 $242.46 $365M −31,365 −$46M
BR - Broadridge 2.80% Reduce −2.2% 1,738,280 $197.00 $342M −38,597 −$22M
ZTS - Zoetis 2.79% Add +25.2% 1,965,541 $173.36 $341M +395,192 +$75M
WM - Waste Management 2.78% Reduce −7.8% 1,591,789 $213.34 $340M −133,815 −$28M
PG - Procter & Gamble 2.68% Reduce −15.1% 1,983,663 $164.92 $327M −351,525 −$52M
SBUX - Starbucks 2.33% Reduce −24.3% 3,653,969 $77.85 $284M −1,176,015 −$157M
NKE - Nike 2.27% Reduce −19.5% 3,686,612 $75.37 $278M −891,747 −$152M
JNJ - Johnson & Johnson 2.27% Reduce −5.9% 1,898,839 $146.16 $278M −119,314 −$42M
APH - Amphenol 2.19% Add +33.3% 3,967,544 $67.37 $267M +990,947 −$76M
VRSK - Verisk Analytics 1.87% Reduce −5.8% 847,900 $269.55 $229M −52,215 +$16M
HD - Home Depot 1.46% Reduce −39.1% 519,179 $344.24 $179M −332,729 −$148M
SHW - Sherwin-Williams 1.39% New 568,878 $298.43 $170M +568,878 +$170M
MCD - McDonald's 1.37% Add +51.8% 654,925 $254.84 $167M +223,563 +$45M
BALL - BALL Corp 1.23% Reduce −17.3% 2,512,921 $60.02 $151M −524,356 −$54M
ADBE - Adobe Systems 0.20% Hold 44,162 $555.54 $25M
ORCL - Oracle 0.17% Reduce −2.0% 149,084 $141.20 $21M −2,976 +$2M
ECL - Ecolab 0.14% Hold 70,426 $238.00 $17M
WAT - Waters 0.12% Reduce −9.2% 49,342 $290.12 $14M −5,000 −$4M
ABT - Abbott Labs 0.09% Hold 103,378 $103.91 $11M
EMR - Emerson Elec 0.08% Hold 93,920 $110.16 $10M
CL - Colgate Palmolive 0.08% Hold 97,759 $97.04 $9M
BDX - Becton Dickinson & 0.08% Reduce −8.1% 40,167 $233.71 $9M −3,534 −$1M
CTSH - Cognizant 0.07% Reduce −3.5% 125,664 $68.00 $9M −4,596 −$1M
EHC - Encompass Health 0.07% Reduce −6.1% 94,410 $85.79 $8M −6,130 −$203K
KO - Coca-Cola 0.07% Hold 126,228 $63.65 $8M
GIS - General Mills 0.06% Hold 123,295 $63.26 $8M
CPRT - Copart (DE) 0.06% Hold 137,810 $54.16 $7M
LH - Labcorp 0.06% New 35,690 $203.51 $7M +35,690 +$7M
OMC - Omnicom Group 0.06% Reduce −3.9% 79,541 $89.70 $7M −3,200 −$871K
CCK - Crown 0.06% Add +2.6% 93,638 $74.39 $7M +2,410 −$265K
TSCO - Tractor Supply 0.05% Reduce −6.6% 24,460 $270.00 $7M −1,740 −$253K
LII - Lennox International 0.05% Reduce −16.4% 11,770 $534.98 $6M −2,310 −$585K
KR - Kroger 0.05% Add +0.4% 120,630 $49.93 $6M +450 −$843K
GPC - Genuine Parts 0.05% Reduce −4.0% 42,590 $138.32 $6M −1,780 −$983K
CHD - Church & Dwight 0.05% Hold 56,010 $103.68 $6M
K - Kellanova 0.05% Hold 100,447 $57.68 $6M
Genpact 0.05% Hold 178,575 $32.19 $6M

Showing top 50 of 86 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MCO - Moody's 0.54% Exit 0 $393.03 $70M −179,101 −$70M
Laboratory of America 0.05% Exit 0 $218.45 $7M −32,300 −$7M
CBRE - CBRE Group 0.03% Exit 0 $97.23 $3M −35,770 −$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 2024 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