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 Q4 2024 Q3 · filed 10 Feb · long equity

MSFT - Microsoft 7.84% Reduce −3.1% 2,055,344 $421.50 $866M −66,041 −$47M
AAPL - Apple 7.55% Reduce −9.2% 3,329,243 $250.42 $834M −338,455 −$21M
ACN - Accenture · CLASS A 7.27% Reduce −1.3% 2,282,326 $351.79 $803M −29,712 −$14M
MMC - Marsh & McLennan 5.85% Reduce −0.3% 3,040,551 $212.41 $646M −10,280 −$35M
SYK - Stryker 5.75% Reduce −3.8% 1,763,522 $360.05 $635M −69,900 −$27M
GOOGL - Alphabet · CL A 5.54% Reduce −13.7% 3,231,336 $189.30 $612M −514,874 −$10M
INTU - Intuit 5.52% Reduce −1.3% 970,689 $628.50 $610M −12,601 −$545K
MA - Mastercard 4.49% Reduce −1.4% 941,593 $526.57 $496M −12,981 +$24M
ADP - Automatic Data Processing 4.40% Reduce −5.4% 1,660,416 $292.73 $486M −94,699 +$361K
PEP - PepsiCo 3.52% Reduce −1.4% 2,554,303 $152.06 $388M −36,933 −$52M
BR - Broadridge 3.32% Reduce −1.3% 1,622,179 $226.09 $367M −21,036 +$13M
UNH - Unitedhealth Group 3.28% Reduce −1.5% 716,067 $505.86 $362M −10,968 −$63M
ZTS - Zoetis 3.13% Reduce −1.3% 2,123,398 $162.93 $346M −26,972 −$74M
TXN - Texas Instruments 3.12% Reduce −1.4% 1,835,681 $187.51 $344M −25,559 −$40M
KLAC - KLA 3.04% Reduce −1.4% 533,827 $630.12 $336M −7,428 −$83M
EFX - Equifax 2.84% Reduce −0.9% 1,231,044 $254.85 $314M −10,901 −$51M
WM - Waste Management 2.71% Reduce −1.4% 1,481,365 $201.79 $299M −20,445 −$13M
PG - Procter & Gamble 2.62% Reduce −6.2% 1,729,493 $167.65 $290M −113,876 −$29M
NKE - Nike 2.32% Reduce −1.4% 3,387,637 $75.67 $256M −47,561 −$47M
JNJ - Johnson & Johnson 2.01% Reduce −9.1% 1,534,765 $144.62 $222M −153,830 −$52M
CPRT - Copart (DE) 1.82% Reduce −0.8% 3,506,594 $57.39 $201M −29,639 +$16M
HD - Home Depot 1.70% Reduce −1.2% 484,242 $388.99 $188M −5,871 −$10M
SHW - Sherwin-Williams 1.64% Reduce −1.4% 534,062 $339.93 $182M −7,389 −$25M
MCD - McDonald's 1.60% Reduce −1.3% 609,109 $289.89 $177M −8,073 −$11M
APH - Amphenol 1.58% Reduce −18.6% 2,519,676 $69.45 $175M −575,984 −$27M
VRSK - Verisk Analytics 1.24% Reduce −28.9% 496,246 $275.43 $137M −202,021 −$50M
CDNS - Cadence Design Systems 1.15% New 421,257 $300.46 $127M +421,257 +$127M
ORCL - Oracle 0.22% Reduce −1.2% 147,364 $166.64 $25M −1,720 −$847K
ADBE - Adobe Systems 0.18% Hold 43,992 $444.68 $20M
WAT - Waters 0.15% Reduce −7.4% 44,412 $370.98 $16M −3,540 −$781K
ECL - Ecolab 0.15% Reduce −1.1% 69,614 $234.32 $16M −750 −$2M
ABT - Abbott Labs 0.11% Hold 103,378 $113.11 $12M
EMR - Emerson Elec 0.10% Hold 93,430 $123.93 $12M
CLX - Clorox 0.10% Add +21.2% 70,495 $162.41 $11M +12,340 +$2M
CTSH - Cognizant 0.09% Hold 125,609 $76.90 $10M
CL - Colgate Palmolive 0.08% Hold 97,759 $90.91 $9M
Genpact 0.08% Add +2.9% 195,485 $42.95 $8M +5,500 +$947K
LH - Labcorp 0.08% Hold 36,590 $229.32 $8M
GIS - General Mills 0.08% Hold 130,715 $63.77 $8M
KO - Coca-Cola 0.07% Reduce −0.7% 125,358 $62.26 $8M −870 −$1M
EHC - Encompass Health 0.07% Reduce −11.4% 81,730 $92.35 $8M −10,480 −$1M
CCK - Crown 0.07% Reduce −11.5% 89,318 $82.69 $7M −11,600 −$2M
KR - Kroger 0.07% Hold 120,630 $61.15 $7M
OMC - Omnicom Group 0.06% Reduce −0.3% 78,996 $86.04 $7M −270 −$1M
TSCO - Tractor Supply 0.06% Add +400.0% 126,150 $53.06 $7M +100,920 −$647K
KEYS - Keysight Technologies 0.06% Add +3.7% 39,010 $160.63 $6M +1,400 +$289K
MSCI - MSCI Inc 0.06% Hold 10,350 $600.01 $6M
ROST - Ross Stores 0.06% New 40,800 $151.27 $6M +40,800 +$6M
BAH - Booz Allen Hamilton 0.06% Add +10.2% 47,440 $128.70 $6M +4,380 −$903K
CHD - Church & Dwight 0.05% Hold 56,010 $104.71 $6M

Showing top 50 of 85 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
ULTA - Ulta Beauty 0.04% Exit 0 $389.14 $4M −11,330 −$4M
URI - United Rentals 0.03% Exit 0 $809.68 $4M −4,650 −$4M
CRL - Charles River Laboratories 0.02% Exit 0 $196.96 $2M −12,180 −$2M
POOL - POOL Corp 0.01% Exit 0 $376.84 $2M −4,750 −$2M
SOLV - Solventum Exit 0 $69.78 $463K −6,635 −$463K

* 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 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