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

2026 Q1 2025 Q4 · filed 5 May · long equity

MSFT - Microsoft 8.55% Reduce −11.7% 1,171,009 $370.17 $433M −155,831 −$208M
GOOGL - Alphabet · CL A 8.21% Reduce −5.4% 1,449,021 $287.56 $417M −83,192 −$63M
AAPL - Apple 7.98% Reduce −19.3% 1,595,941 $253.79 $405M −382,331 −$133M
NVDA - NVIDIA 5.61% Reduce −27.6% 1,632,015 $174.40 $285M −621,721 −$136M
AMZN - Amazon 5.01% Add +7.6% 1,219,422 $208.27 $254M +85,752 −$8M
MA - Mastercard 4.84% Add +1.7% 490,929 $499.66 $245M +8,189 −$30M
KLAC - KLA 4.81% Reduce −12.6% 165,632 $1,472 $244M −23,882 +$14M
SYK - Stryker 4.51% Reduce −4.8% 696,367 $328.59 $229M −35,178 −$28M
LLY - Eli Lilly & 4.18% Reduce −7.7% 230,671 $919.77 $212M −19,156 −$56M
SHW - Sherwin-Williams 3.96% Add +1.3% 626,286 $320.55 $201M +8,025 +$421K
MMC - Marsh 3.94% Add +6.2% 1,151,204 $173.45 $200M +66,887 −$1M
META - Meta Platforms · CLASS A 3.85% Reduce −6.8% 341,147 $572.13 $195M −24,893 −$46M
ABT - Abbott Labs 3.01% Reduce −20.7% 1,486,036 $102.67 $153M −387,027 −$82M
WM - Waste Management 2.95% Reduce −34.9% 651,328 $229.79 $150M −349,131 −$70M
PG - Procter & Gamble 2.84% Reduce −22.2% 997,406 $144.44 $144M −284,801 −$40M
EFX - Equifax 2.78% Reduce −5.0% 783,100 $180.07 $141M −41,339 −$38M
CDNS - Cadence Design Systems 2.77% Reduce −4.5% 505,861 $277.87 $141M −23,804 −$25M
BR - Broadridge 2.74% Add +11.2% 855,784 $162.48 $139M +86,335 −$33M
AVGO - Broadcom 2.72% Add +149.7% 445,649 $309.51 $138M +267,208 +$76M
VEEV - Veeva Systems · CLASS A 1.96% Add +83.5% 566,467 $175.66 $100M +257,714 +$31M
VRSK - Verisk Analytics 1.80% Add +8.1% 481,494 $189.75 $91M +35,898 −$8M
MCD - McDonald's 1.69% Reduce −37.7% 276,262 $310.79 $86M −167,016 −$50M
MSI - Motorola Solutions 1.45% Reduce −3.3% 169,491 $433.97 $74M −5,745 +$6M
CPRT - Copart 1.05% Reduce −26.1% 1,603,423 $33.20 $53M −565,094 −$32M
INTU - Intuit 0.88% Reduce −62.1% 103,535 $432.38 $45M −169,443 −$136M
APH - Amphenol 0.56% Reduce −2.2% 225,363 $126.35 $28M −5,125 −$3M
ADP - Automatic Data Processing 0.42% Reduce −83.4% 104,897 $203.18 $21M −528,866 −$142M
ORCL - Oracle 0.35% Reduce −2.9% 120,790 $147.11 $18M −3,583 −$6M
ECL - Ecolab 0.31% Reduce −1.8% 58,860 $266.02 $16M −1,100 −$83K
JGRW - Jensen Quality Growth ETF 0.28% Add +11.0% 574,732 $24.31 $14M +56,885 −$41K
PEP - PepsiCo 0.25% Reduce −0.8% 81,335 $155.29 $13M −667 +$862K
ACN - Accenture · CLASS A 0.23% Reduce −12.2% 58,324 $198.29 $12M −8,100 −$6M
WAT - Waters 0.23% Add +0.1% 38,766 $297.80 $12M +30 −$3M
CL - Colgate-Palmolive 0.20% Reduce −0.2% 118,640 $85.23 $10M −294 +$714K
EMR - Emerson Elec 0.19% Reduce −0.5% 74,490 $131.02 $10M −410 −$181K
KO - Coca-Cola 0.17% Reduce 0.0% 111,651 $76.05 $8M −1 +$685K
AON - AON Registered 0.16% Add +141.1% 25,569 $322.78 $8M +14,966 +$5M
ADBE - Adobe 0.16% Reduce −2.2% 33,832 $243.08 $8M −765 −$4M
CTSH - Cognizant 0.13% Reduce −1.2% 106,417 $61.35 $7M −1,309 −$2M
CCK - Crown 0.11% Hold 56,903 $100.25 $6M
TSM - Taiwan Semiconductor Manuf 0.11% Reduce −4.0% 16,427 $337.95 $6M −693 +$349K
LH - Labcorp 0.10% Reduce −19.0% 18,480 $266.81 $5M −4,340 −$794K
EHC - Encompass Health 0.10% Hold 50,660 $96.73 $5M
KR - Kroger 0.09% Reduce −17.4% 66,270 $72.36 $5M −13,970 −$218K
KEYS - Keysight Technologies 0.09% Reduce −38.8% 16,962 $282.37 $5M −10,768 −$845K
CLX - Clorox 0.09% Reduce −32.6% 46,165 $103.63 $5M −22,300 −$2M
ROST - Ross Stores 0.09% Reduce −18.3% 22,024 $216.63 $5M −4,920 −$83K
TSCO - Tractor Supply 0.09% Hold 97,780 $45.30 $4M
MSCI - MSCI Inc 0.08% Reduce −21.3% 7,750 $539.01 $4M −2,100 −$1M
MMM - 3M 0.08% Reduce −0.7% 27,629 $145.23 $4M −200 −$443K

Showing top 50 of 84 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
FDS - FactSet Research Systems 0.05% Exit 0 $290.18 $3M −11,810 −$3M
HOLX - Hologic 0.03% Exit 0 $74.50 $2M −28,000 −$2M
ON - ON Semiconductor 0.02% Exit 0 $54.14 $1M −21,406 −$1M
LULU - lululemon athletica 0.01% Exit 0 $207.91 $815K −3,920 −$815K
Landstar System 0.01% Exit 0 $143.74 $769K −5,350 −$769K

* 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 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