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 Q4 2025 Q3 · filed 11 Feb · long equity

MSFT - Microsoft 10.10% Reduce −12.7% 1,326,840 $483.62 $642M −192,606 −$145M
AAPL - Apple 8.46% Reduce −14.1% 1,978,272 $271.86 $538M −324,983 −$49M
GOOGL - Alphabet · CL A 7.55% Reduce −14.5% 1,532,213 $313.00 $480M −259,096 +$44M
NVDA - NVIDIA 6.61% Add +4.3% 2,253,736 $186.50 $420M +93,472 +$17M
MA - Mastercard 4.34% Reduce −17.0% 482,740 $570.88 $276M −98,787 −$55M
LLY - Eli Lilly & 4.22% Reduce −46.1% 249,827 $1,075 $268M −213,912 −$85M
AMZN - Amazon 4.12% New 1,133,670 $230.82 $262M +1,133,670 +$262M
SYK - Stryker 4.05% Reduce −40.0% 731,545 $351.47 $257M −488,505 −$194M
META - Meta Platforms · CLASS A 3.80% Reduce −8.5% 366,040 $660.09 $242M −33,893 −$52M
ABT - Abbott Labs 3.69% Reduce −22.3% 1,873,063 $125.29 $235M −536,366 −$88M
KLAC - KLA 3.62% Reduce −27.8% 189,514 $1,215 $230M −72,979 −$53M
WM - Waste Management 3.46% Reduce −7.9% 1,000,459 $219.71 $220M −86,130 −$20M
MMC - Marsh & McLennan Companies 3.16% Reduce −54.9% 1,084,317 $185.52 $201M −1,322,328 −$284M
SHW - Sherwin-Williams 3.15% Reduce −6.8% 618,261 $324.03 $200M −45,346 −$29M
PG - Procter & Gamble 2.89% Reduce −11.1% 1,282,207 $143.31 $184M −159,771 −$38M
INTU - Intuit 2.84% Reduce −49.2% 272,978 $662.42 $181M −264,000 −$186M
EFX - Equifax 2.81% Reduce −19.4% 824,439 $216.98 $179M −198,053 −$83M
BR - Broadridge 2.70% Reduce −30.0% 769,449 $223.17 $172M −330,401 −$90M
CDNS - Cadence Design Systems 2.60% Reduce −14.6% 529,665 $312.58 $166M −90,545 −$52M
ADP - Automatic Data Processing 2.56% Reduce −31.4% 633,763 $257.23 $163M −290,658 −$108M
MCD - McDonald's 2.13% Reduce −11.5% 443,278 $305.63 $135M −57,705 −$17M
VRSK - Verisk Analytics 1.57% Add +4.9% 445,596 $223.69 $100M +20,951 −$7M
CPRT - Copart 1.34% Reduce −58.8% 2,168,517 $39.15 $85M −3,095,306 −$152M
VEEV - Veeva Systems · CLASS A 1.08% Reduce −25.3% 308,753 $223.23 $69M −104,460 −$54M
MSI - Motorola Solutions 1.06% New 175,236 $383.32 $67M +175,236 +$67M
AVGO - Broadcom 0.97% New 178,441 $346.10 $62M +178,441 +$62M
APH - Amphenol 0.49% Reduce −73.5% 230,488 $135.14 $31M −638,976 −$76M
ORCL - Oracle 0.38% Reduce −12.7% 124,373 $194.91 $24M −18,062 −$16M
ACN - Accenture · CLASS A 0.28% Reduce −78.8% 66,424 $268.30 $18M −246,473 −$59M
ECL - Ecolab 0.25% Reduce −10.5% 59,960 $262.52 $16M −7,026 −$3M
WAT - Waters 0.23% Reduce −11.8% 38,736 $379.83 $15M −5,200 +$2M
JGRW - Jensen Quality Growth ETF 0.22% New 517,847 $27.06 $14M +517,847 +$14M
ADBE - Adobe 0.19% Reduce −21.4% 34,597 $349.99 $12M −9,395 −$3M
PEP - PepsiCo 0.19% Reduce −11.3% 82,002 $143.52 $12M −10,434 −$1M
EMR - Emerson Elec 0.16% Reduce −18.5% 74,900 $132.72 $10M −17,000 −$2M
CL - Colgate-Palmolive 0.15% Reduce −4.7% 118,934 $79.02 $9M −5,855 −$577K
CTSH - Cognizant 0.14% Reduce −12.9% 107,726 $83.00 $9M −16,000 +$643K
KO - Coca-Cola 0.12% Reduce −10.3% 111,652 $69.91 $8M −12,835 −$450K
CLX - Clorox 0.11% Reduce −6.8% 68,465 $100.83 $7M −5,000 −$2M
CCK - Crown 0.09% Add +15.6% 56,903 $102.97 $6M +7,675 +$1M
LH - Labcorp 0.09% Reduce −9.2% 22,820 $250.88 $6M −2,320 −$1M
MSCI - MSCI Inc 0.09% Reduce −10.9% 9,850 $573.73 $6M −1,200 −$619K
KEYS - Keysight Technologies 0.09% Reduce −21.7% 27,730 $203.19 $6M −7,700 −$563K
Genpact 0.09% Hold 116,625 $46.78 $5M
EHC - Encompass Health 0.08% Hold 50,660 $106.14 $5M
TSM - Taiwan Semiconductor 0.08% Reduce −10.5% 17,120 $303.89 $5M −2,000 −$137K
KR - Kroger 0.08% Hold 80,240 $62.48 $5M
NKE - Nike 0.08% Reduce −8.8% 76,785 $63.71 $5M −7,393 −$978K
TSCO - Tractor Supply 0.08% Hold 97,780 $50.01 $5M
ROST - Ross Stores 0.08% Reduce −29.9% 26,944 $180.14 $5M −11,506 −$1M

Showing top 50 of 89 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
ZTS - Zoetis 1.60% Exit 0 $146.32 $129M −883,924 −$129M
UPS - United Parcel Svc · CL B 0.02% Exit 0 $83.55 $2M −20,000 −$2M
BMY - Bristol Myers Squibb 0.01% Exit 0 $45.10 $1M −26,475 −$1M
PAYX - Paychex 0.01% Exit 0 $126.72 $1M −9,320 −$1M
K - Kellanova 0.01% Exit 0 $82.08 $523K −6,372 −$523K

* 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 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