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

2025 Q1 2024 Q4 · filed 9 May · long equity

MSFT - Microsoft 7.38% Reduce −13.5% 1,777,503 $375.39 $667M −277,841 −$199M
MMC - Marsh & McLennan 7.10% Reduce −13.5% 2,629,686 $244.03 $642M −410,865 −$4M
AAPL - Apple 6.94% Reduce −15.1% 2,826,376 $222.13 $628M −502,867 −$206M
ACN - Accenture · CLASS A 6.33% Reduce −19.6% 1,835,563 $312.04 $573M −446,763 −$230M
SYK - Stryker 6.25% Reduce −14.0% 1,517,463 $372.25 $565M −246,059 −$70M
INTU - Intuit 5.63% Reduce −14.6% 829,379 $613.99 $509M −141,310 −$101M
GOOGL - Alphabet · CL A 4.74% Reduce −14.2% 2,771,379 $154.64 $429M −459,957 −$183M
ADP - Automatic Data Processing 4.34% Reduce −22.7% 1,283,564 $305.53 $392M −376,852 −$94M
MA - Mastercard 4.18% Reduce −26.8% 688,859 $548.12 $378M −252,734 −$118M
BR - Broadridge 3.72% Reduce −14.5% 1,386,609 $242.46 $336M −235,570 −$31M
UNH - Unitedhealth Group 3.52% Reduce −15.2% 607,378 $523.75 $318M −108,689 −$44M
KLAC - KLA 3.43% Reduce −14.6% 456,126 $679.80 $310M −77,701 −$26M
ZTS - Zoetis 3.32% Reduce −14.2% 1,821,403 $164.65 $300M −301,995 −$46M
WM - Waste Management 3.26% Reduce −14.0% 1,274,581 $231.51 $295M −206,784 −$4M
EFX - Equifax 2.87% Reduce −13.4% 1,066,437 $243.56 $260M −164,607 −$54M
PG - Procter & Gamble 2.81% Reduce −13.7% 1,491,809 $170.42 $254M −237,684 −$36M
CPRT - Copart 2.39% Add +8.7% 3,812,090 $56.59 $216M +305,496 +$14M
TXN - Texas Instruments 2.33% Reduce −36.0% 1,174,106 $179.70 $211M −661,575 −$133M
SHW - Sherwin-Williams 2.25% Add +8.9% 581,472 $349.19 $203M +47,410 +$22M
ABT - Abbott Labs 2.00% Add +1221.2% 1,365,785 $132.65 $181M +1,262,407 +$169M
APH - Amphenol 1.83% Reduce −0.1% 2,517,591 $65.59 $165M −2,085 −$10M
MCD - McDonald's 1.80% Reduce −14.6% 520,282 $312.37 $163M −88,827 −$14M
PEP - PepsiCo 1.78% Reduce −58.0% 1,071,955 $149.94 $161M −1,482,348 −$228M
NKE - Nike 1.61% Reduce −32.1% 2,300,636 $63.48 $146M −1,087,001 −$110M
CDNS - Cadence Design Systems 1.54% Add +29.9% 547,156 $254.33 $139M +125,899 +$13M
HD - Home Depot 1.22% Reduce −37.6% 302,128 $366.49 $111M −182,114 −$78M
JNJ - Johnson & Johnson 1.13% Reduce −59.9% 614,750 $165.84 $102M −920,015 −$120M
VRSK - Verisk Analytics 1.08% Reduce −33.6% 329,275 $297.62 $98M −166,971 −$39M
ORCL - Oracle 0.23% Reduce −0.2% 147,089 $139.81 $21M −275 −$4M
ECL - Ecolab 0.19% Reduce −0.9% 68,986 $253.52 $17M −628 +$1M
ADBE - Adobe Systems 0.19% Hold 43,992 $383.53 $17M
WAT - Waters 0.18% Reduce −0.2% 44,332 $368.57 $16M −80 −$137K
EMR - Emerson Elec 0.11% Reduce −0.9% 92,600 $109.64 $10M −830 −$1M
CLX - Clorox 0.11% Reduce −4.7% 67,185 $147.25 $10M −3,310 −$2M
CTSH - Cognizant 0.11% Reduce −0.5% 125,009 $76.50 $10M −600 −$96K
CL - Colgate Palmolive 0.10% Hold 97,759 $93.70 $9M
KO - Coca-Cola 0.10% Reduce −0.5% 124,728 $71.62 $9M −630 +$1M
GIS - General Mills 0.08% Reduce −6.1% 122,745 $59.79 $7M −7,970 −$997K
Genpact 0.08% Reduce −27.0% 142,735 $50.38 $7M −52,750 −$1M
EHC - Encompass Health 0.08% Reduce −13.3% 70,830 $101.28 $7M −10,900 −$374K
CCK - Crown 0.07% Reduce −15.6% 75,418 $89.26 $7M −13,900 −$654K
LH - Labcorp 0.07% Reduce −22.1% 28,520 $232.74 $7M −8,070 −$2M
OMC - Omnicom Group 0.07% Reduce −3.1% 76,566 $82.91 $6M −2,430 −$449K
TSCO - Tractor Supply 0.06% Reduce −15.7% 106,390 $55.10 $6M −19,760 −$831K
KR - Kroger 0.06% Reduce −30.1% 84,340 $67.69 $6M −36,290 −$2M
CPB - Campbell's 0.06% Add +2.4% 132,568 $39.92 $5M +3,140 −$128K
MSCI - MSCI Inc 0.06% Reduce −10.7% 9,240 $565.50 $5M −1,110 −$985K
KEYS - Keysight Technologies 0.06% Reduce −13.4% 33,800 $149.77 $5M −5,210 −$1M
VEEV - Veeva Systems · CLASS A 0.06% Reduce −13.3% 21,851 $231.63 $5M −3,360 −$239K
CHD - Church & Dwight 0.06% Reduce −18.6% 45,580 $110.09 $5M −10,430 −$847K

Showing top 50 of 84 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MMS - MAXIMUS 0.03% Exit 0 $74.65 $3M −44,220 −$3M
BALL - BALL Corp 0.02% Exit 0 $55.13 $2M −44,441 −$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 2024 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