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 Q2 2025 Q1 · filed 8 Aug · long equity

MSFT - Microsoft 9.15% Reduce −11.7% 1,569,529 $497.41 $781M −207,974 +$113M
SYK - Stryker 6.57% Reduce −6.6% 1,417,621 $395.63 $561M −99,842 −$4M
MMC - Marsh & McLennan Companies 6.21% Reduce −7.8% 2,423,637 $218.64 $530M −206,049 −$112M
INTU - Intuit 5.80% Reduce −24.2% 628,445 $787.63 $495M −200,934 −$14M
AAPL - Apple 5.57% Reduce −18.0% 2,317,269 $205.17 $475M −509,107 −$152M
GOOGL - Alphabet · CL A 4.91% Reduce −14.3% 2,375,178 $176.23 $419M −396,201 −$10M
ACN - Accenture · CLASS A 4.65% Reduce −27.7% 1,327,010 $298.89 $397M −508,553 −$176M
MA - Mastercard 4.09% Reduce −9.9% 620,967 $561.94 $349M −67,892 −$29M
KLAC - KLA 4.08% Reduce −14.7% 389,028 $895.74 $348M −67,098 +$38M
ABT - Abbott Labs 3.79% Add +74.2% 2,378,563 $136.01 $324M +1,012,778 +$142M
BR - Broadridge 3.69% Reduce −6.5% 1,297,083 $243.03 $315M −89,526 −$21M
ADP - Automatic Data Processing 3.40% Reduce −26.7% 940,786 $308.40 $290M −342,778 −$102M
NVDA - NVIDIA 3.24% New 1,747,996 $157.99 $276M +1,747,996 +$276M
WM - Waste Management 3.15% Reduce −7.9% 1,174,028 $228.82 $269M −100,553 −$26M
EFX - Equifax 3.12% Reduce −3.7% 1,026,607 $259.37 $266M −39,830 +$7M
CPRT - Copart 3.06% Add +39.4% 5,315,861 $49.07 $261M +1,503,771 +$45M
APH - Amphenol 3.02% Add +3.8% 2,612,009 $98.75 $258M +94,418 +$93M
CDNS - Cadence Design Systems 2.97% Add +50.5% 823,396 $308.15 $254M +276,240 +$115M
ZTS - Zoetis 2.95% Reduce −11.3% 1,615,431 $155.95 $252M −205,972 −$48M
PG - Procter & Gamble 2.67% Reduce −4.1% 1,431,200 $159.32 $228M −60,609 −$26M
SHW - Sherwin-Williams 2.25% Reduce −4.0% 558,255 $343.36 $192M −23,217 −$11M
LLY - Eli Lilly & 1.89% New 206,612 $779.53 $161M +206,612 +$161M
META - Meta Platforms · CLASS A 1.76% New 203,412 $738.09 $150M +203,412 +$150M
MCD - McDonald's 1.71% Reduce −4.1% 499,014 $292.17 $146M −21,268 −$17M
VRSK - Verisk Analytics 1.03% Reduce −14.4% 281,734 $311.50 $88M −47,541 −$10M
JNJ - Johnson & Johnson 0.75% Reduce −32.3% 416,198 $152.75 $64M −198,552 −$38M
HD - Home Depot 0.69% Reduce −46.8% 160,587 $366.64 $59M −141,541 −$52M
ORCL - Oracle 0.37% Reduce −1.3% 145,209 $218.63 $32M −1,880 +$11M
ECL - Ecolab 0.21% Reduce −1.4% 67,986 $269.44 $18M −1,000 +$829K
ADBE - Adobe Systems 0.20% Hold 43,992 $386.88 $17M
WAT - Waters 0.18% Reduce −0.9% 43,936 $349.04 $15M −396 −$1M
PEP - PepsiCo 0.16% Reduce −90.3% 104,162 $132.04 $14M −967,793 −$147M
EMR - Emerson Elec 0.14% Hold 92,600 $133.33 $12M
CTSH - Cognizant 0.11% Reduce −1.0% 123,726 $78.03 $10M −1,283 +$91K
CL - Colgate Palmolive 0.10% Reduce −0.1% 97,699 $90.90 $9M −60 −$279K
KO - Coca-Cola 0.10% Reduce −0.2% 124,478 $70.75 $9M −250 −$126K
CLX - Clorox 0.10% Add +5.6% 70,965 $120.07 $9M +3,780 −$1M
LH - Labcorp 0.08% Reduce −4.1% 27,340 $262.51 $7M −1,180 +$539K
EHC - Encompass Health 0.08% Reduce −18.7% 57,560 $122.63 $7M −13,270 −$115K
CCK - Crown 0.08% Reduce −13.3% 65,368 $102.98 $7M −10,050 $—
Genpact 0.08% Add +3.8% 148,195 $44.01 $7M +5,460 −$669K
GIS - General Mills 0.08% Add +2.0% 125,215 $51.81 $6M +2,470 −$852K
MSCI - MSCI Inc 0.07% Add +19.6% 11,050 $576.74 $6M +1,810 +$1M
NKE - Nike 0.07% Reduce −96.4% 83,798 $71.04 $6M −2,216,838 −$140M
VEEV - Veeva Systems · CLASS A 0.07% Reduce −6.6% 20,411 $287.98 $6M −1,440 +$817K
KEYS - Keysight Technologies 0.07% Add +4.8% 35,430 $163.86 $6M +1,630 +$743K
TSCO - Tractor Supply 0.07% Add +2.9% 109,490 $52.77 $6M +3,100 −$84K
KR - Kroger 0.07% Reduce −4.9% 80,240 $71.73 $6M −4,100 +$47K
IDXX - Idexx Laboratories 0.07% Add +27.1% 10,410 $536.34 $6M +2,220 +$2M
OMC - Omnicom Group 0.06% Reduce −0.7% 76,066 $71.94 $5M −500 −$876K

Showing top 50 of 83 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
MCHP - Microchip Technology 0.02% Exit 0 $48.40 $1M −28,200 −$1M
LII - Lennox International 0.01% Exit 0 $560.71 $1M −2,240 −$1M
MAR - Marriott International 0.01% Exit 0 $238.05 $707K −2,970 −$707K
SBUX - Starbucks 0.01% Exit 0 $98.06 $571K −5,823 −$571K

* 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 2025 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