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 Q3 2025 Q2 · filed 6 Nov · long equity

MSFT - Microsoft 9.77% Reduce −3.2% 1,519,446 $517.95 $787M −50,083 +$6M
AAPL - Apple 7.28% Reduce −0.6% 2,303,255 $254.63 $586M −14,014 +$111M
MMC - Marsh & McLennan Companies 6.02% Reduce −0.7% 2,406,645 $201.53 $485M −16,992 −$45M
SYK - Stryker 5.60% Reduce −13.9% 1,220,050 $369.67 $451M −197,571 −$110M
GOOGL - Alphabet · CL A 5.40% Reduce −24.6% 1,791,309 $243.10 $435M −583,869 +$17M
NVDA - NVIDIA 5.00% Add +23.6% 2,160,264 $186.58 $403M +412,268 +$127M
INTU - Intuit 4.55% Reduce −14.6% 536,978 $682.91 $367M −91,467 −$128M
LLY - Eli Lilly & 4.39% Add +124.4% 463,739 $763.00 $354M +257,127 +$193M
MA - Mastercard 4.10% Reduce −6.4% 581,527 $568.81 $331M −39,440 −$18M
ABT - Abbott Labs 4.00% Add +1.3% 2,409,429 $133.94 $323M +30,866 −$789K
META - Meta Platforms · CLASS A 3.64% Add +96.6% 399,933 $734.38 $294M +196,521 +$144M
KLAC - KLA 3.51% Reduce −32.5% 262,493 $1,079 $283M −126,535 −$65M
ADP - Automatic Data Processing 3.37% Reduce −1.7% 924,421 $293.50 $271M −16,365 −$19M
EFX - Equifax 3.25% Reduce −0.4% 1,022,492 $256.53 $262M −4,115 −$4M
BR - Broadridge 3.25% Reduce −15.2% 1,099,850 $238.17 $262M −197,233 −$53M
WM - Waste Management 2.98% Reduce −7.4% 1,086,589 $220.83 $240M −87,439 −$29M
CPRT - Copart 2.94% Reduce −1.0% 5,263,823 $44.97 $237M −52,038 −$24M
SHW - Sherwin-Williams 2.85% Add +18.9% 663,607 $346.26 $230M +105,352 +$38M
PG - Procter & Gamble 2.75% Add +0.8% 1,441,978 $153.65 $222M +10,778 −$6M
CDNS - Cadence Design Systems 2.70% Reduce −24.7% 620,210 $351.26 $218M −203,186 −$36M
MCD - McDonald's 1.89% Add +0.4% 500,983 $303.89 $152M +1,969 +$6M
ZTS - Zoetis 1.60% Reduce −45.3% 883,924 $146.32 $129M −731,507 −$123M
VEEV - Veeva Systems · CLASS A 1.53% Add +1924.5% 413,213 $297.91 $123M +392,802 +$117M
APH - Amphenol 1.34% Reduce −66.7% 869,464 $123.75 $108M −1,742,545 −$150M
VRSK - Verisk Analytics 1.33% Add +50.7% 424,645 $251.51 $107M +142,911 +$19M
ACN - Accenture · CLASS A 0.96% Reduce −76.4% 312,897 $246.60 $77M −1,014,113 −$319M
ORCL - Oracle 0.50% Reduce −1.9% 142,435 $281.24 $40M −2,774 +$8M
ECL - Ecolab 0.23% Reduce −1.5% 66,986 $273.86 $18M −1,000 +$27K
ADBE - Adobe Systems 0.19% Hold 43,992 $352.75 $16M
WAT - Waters 0.16% Hold 43,936 $299.81 $13M
PEP - PepsiCo 0.16% Reduce −11.3% 92,436 $140.44 $13M −11,726 −$772K
EMR - Emerson Elec 0.15% Reduce −0.8% 91,900 $131.18 $12M −700 −$291K
CL - Colgate Palmolive 0.12% Add +27.7% 124,789 $79.94 $10M +27,090 +$1M
CLX - Clorox 0.11% Add +3.5% 73,465 $123.30 $9M +2,500 +$537K
CTSH - Cognizant 0.10% Hold 123,726 $67.07 $8M
KO - Coca-Cola 0.10% Add 0.0% 124,487 $66.32 $8M +9 −$551K
LH - Labcorp 0.09% Reduce −8.0% 25,140 $287.06 $7M −2,200 +$40K
EHC - Encompass Health 0.08% Reduce −12.0% 50,660 $127.02 $6M −6,900 −$624K
MSCI - MSCI Inc 0.08% Hold 11,050 $567.41 $6M
KEYS - Keysight Technologies 0.08% Hold 35,430 $174.92 $6M
OMC - Omnicom Group 0.08% Reduce −0.5% 75,666 $81.53 $6M −400 +$697K
NKE - Nike 0.07% Add +0.5% 84,178 $69.73 $6M +380 −$83K
ROST - Ross Stores 0.07% Reduce −3.7% 38,450 $152.39 $6M −1,480 +$765K
TSCO - Tractor Supply 0.07% Reduce −10.7% 97,780 $56.87 $6M −11,710 −$217K
GIS - General Mills 0.07% Reduce −12.2% 109,965 $50.42 $6M −15,250 −$943K
KR - Kroger 0.07% Hold 80,240 $67.41 $5M
JNJ - Johnson & Johnson 0.07% Reduce −93.0% 28,970 $185.42 $5M −387,228 −$58M
TSM - Taiwan Semiconductor Manuf 0.07% Add +10.3% 19,120 $279.29 $5M +1,782 +$1M
DCI - Donaldson 0.06% Reduce −5.5% 63,140 $81.85 $5M −3,670 +$535K
Genpact 0.06% Reduce −21.3% 116,625 $41.89 $5M −31,570 −$2M

Showing top 50 of 87 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
TECH - Techne 0.03% Exit 0 $51.44 $2M −47,450 −$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 2025 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