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 Q3 2024 Q2 · filed 4 Nov · long equity

MSFT - Microsoft 7.63% Reduce −3.9% 2,121,385 $430.30 $913M −86,886 −$74M
AAPL - Apple 7.15% Reduce −5.6% 3,667,698 $233.00 $855M −216,385 +$37M
ACN - Accenture · CLASS A 6.83% Reduce −5.4% 2,312,038 $353.48 $817M −130,754 +$76M
MMC - Marsh & McLennan 5.69% Reduce −5.4% 3,050,831 $223.09 $681M −175,427 +$773K
SYK - Stryker 5.54% Reduce −6.2% 1,833,422 $361.26 $662M −121,033 −$3M
GOOGL - Alphabet · CL A 5.19% Reduce −20.5% 3,746,210 $165.85 $621M −965,024 −$237M
INTU - Intuit 5.11% Reduce −5.5% 983,290 $621.00 $611M −56,884 −$73M
ADP - Automatic Data Processing 4.06% Reduce −5.4% 1,755,115 $276.73 $486M −99,295 +$43M
MA - Mastercard 3.94% Reduce −5.5% 954,574 $493.80 $471M −55,632 +$26M
PEP - PepsiCo 3.68% Reduce −5.4% 2,591,236 $170.05 $441M −147,475 −$11M
UNH - Unitedhealth Group 3.55% Reduce −24.8% 727,035 $584.68 $425M −239,156 −$67M
ZTS - Zoetis 3.51% Add +9.4% 2,150,370 $195.38 $420M +184,829 +$79M
KLAC - KLA 3.50% Reduce −5.2% 541,255 $774.41 $419M −29,780 −$52M
TXN - Texas Instruments 3.21% Reduce −14.4% 1,861,240 $206.57 $384M −312,586 −$38M
EFX - Equifax 3.05% Reduce −17.5% 1,241,945 $293.86 $365M −263,556 −$66K
BR - Broadridge 2.95% Reduce −5.5% 1,643,215 $215.03 $353M −95,065 +$11M
PG - Procter & Gamble 2.67% Reduce −7.1% 1,843,369 $173.20 $319M −140,294 −$8M
WM - Waste Management 2.61% Reduce −5.7% 1,501,810 $207.60 $312M −89,979 −$28M
NKE - Nike 2.54% Reduce −6.8% 3,435,198 $88.40 $304M −251,414 +$26M
JNJ - Johnson & Johnson 2.29% Reduce −11.1% 1,688,595 $162.06 $274M −210,244 −$4M
SHW - Sherwin-Williams 1.73% Reduce −4.8% 541,451 $381.67 $207M −27,427 +$37M
APH - Amphenol 1.69% Reduce −22.0% 3,095,660 $65.16 $202M −871,884 −$66M
HD - Home Depot 1.66% Reduce −5.6% 490,113 $405.20 $199M −29,066 +$20M
MCD - McDonald's 1.57% Reduce −5.8% 617,182 $304.51 $188M −37,743 +$21M
VRSK - Verisk Analytics 1.56% Reduce −17.6% 698,267 $267.96 $187M −149,633 −$41M
CPRT - Copart (DE) 1.55% Add +2466.0% 3,536,233 $52.40 $185M +3,398,423 +$178M
BALL - BALL Corp 1.30% Reduce −9.0% 2,287,380 $67.91 $155M −225,541 +$5M
SBUX - Starbucks 1.07% Reduce −63.9% 1,317,511 $97.49 $128M −2,336,458 −$156M
ORCL - Oracle 0.21% Hold 149,084 $170.40 $25M
ADBE - Adobe Systems 0.19% Reduce −0.4% 43,992 $517.78 $23M −170 −$2M
ECL - Ecolab 0.15% Reduce −0.1% 70,364 $255.33 $18M −62 +$1M
WAT - Waters 0.14% Reduce −2.8% 47,952 $359.89 $17M −1,390 +$3M
ABT - Abbott Labs 0.10% Hold 103,378 $114.01 $12M
EMR - Emerson Elec 0.09% Reduce −0.5% 93,430 $109.37 $10M −490 −$128K
CL - Colgate Palmolive 0.08% Hold 97,759 $103.81 $10M
CTSH - Cognizant 0.08% Reduce 0.0% 125,609 $77.18 $10M −55 +$1M
CCK - Crown 0.08% Add +7.8% 100,918 $95.88 $10M +7,280 +$3M
GIS - General Mills 0.08% Add +6.0% 130,715 $73.85 $10M +7,420 +$2M
CLX - Clorox 0.08% Add +106.1% 58,155 $162.91 $9M +29,940 +$6M
BDX - Becton Dickinson & 0.08% Reduce −3.7% 38,662 $241.10 $9M −1,505 −$66K
KO - Coca-Cola 0.08% Hold 126,228 $71.86 $9M
EHC - Encompass Health 0.07% Reduce −2.3% 92,210 $96.64 $9M −2,200 +$812K
OMC - Omnicom Group 0.07% Reduce −0.3% 79,266 $103.39 $8M −275 +$1M
LH - Labcorp 0.07% Add +2.5% 36,590 $223.48 $8M +900 +$914K
Genpact 0.06% Add +6.4% 189,985 $39.21 $7M +11,410 +$2M
TSCO - Tractor Supply 0.06% Add +3.1% 25,230 $290.93 $7M +770 +$736K
BAH - Booz Allen Hamilton 0.06% Add +39.4% 43,060 $162.76 $7M +12,160 +$2M
KR - Kroger 0.06% Hold 120,630 $57.30 $7M
GPC - Genuine Parts 0.06% Add +13.7% 48,430 $139.68 $7M +5,840 +$874K
CPB - Campbell's 0.05% Add +3.5% 125,028 $48.92 $6M +4,200 +$656K

Showing top 50 of 87 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
WSM - Williams Sonoma 0.03% Exit 0 $282.37 $3M −11,740 −$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 Q2. 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