Jensen Investment Management
As of Q1 2026, this manager reported 84 long-equity positions worth $5.07B in aggregate.
As of Q1 2026, Jensen Investment Management's Jensen Investment Management held 84 long-equity positions with a reported value of $5.07B.
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Updated 2026-05-08 from SEC 13F data.
Live quotes available for 82 of 90 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.84% | Reduce -3.1% | 2,055,344 | $866.33M | $421.50 | |
| 2 | AAPL | Apple, Inc. | 7.55% | Reduce -9.2% | 3,329,243 | $833.71M | $250.42 | |
| 3 | ACN | Accenture plc Class A | 7.27% | Reduce -1.3% | 2,282,326 | $802.9M | $351.79 | |
| 4 | MMC | Marsh & McLennan Company Inc | 5.85% | Reduce -0.3% | 3,040,551 | $645.84M | No quote | No quote |
| 5 | SYK | Stryker Corp | 5.75% | Reduce -3.8% | 1,763,522 | $634.96M | $360.05 | |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.54% | Reduce -13.7% | 3,231,336 | $611.69M | $189.30 | |
| 7 | INTU | Intuit Inc. | 5.52% | Reduce -1.3% | 970,689 | $610.08M | $628.50 | |
| 8 | MA | Mastercard Inc | 4.49% | Reduce -1.4% | 941,593 | $495.81M | $526.57 | |
| 9 | ADP | Automatic Data Processing, Inc | 4.40% | Reduce -5.4% | 1,660,416 | $486.05M | $292.73 | |
| 10 | PEP | PepsiCo Inc. | 3.52% | Reduce -1.4% | 2,554,303 | $388.41M | $152.06 | |
| 11 | BR | Broadridge Financial Solutions | 3.32% | Reduce -1.3% | 1,622,179 | $366.76M | $226.09 | |
| 12 | UNH | Unitedhealth Group Inc | 3.28% | Reduce -1.5% | 716,067 | $362.23M | $505.86 | |
| 13 | ZTS | Zoetis, Inc. | 3.13% | Reduce -1.3% | 2,123,398 | $345.97M | $162.93 | |
| 14 | TXN | Texas Instruments Inc | 3.12% | Reduce -1.4% | 1,835,681 | $344.21M | $187.51 | |
| 15 | KLAC | KLA Corporation | 3.04% | Reduce -1.4% | 533,827 | $336.38M | $630.12 | |
| 16 | EFX | Equifax Inc | 2.84% | Reduce -0.9% | 1,231,044 | $313.73M | $254.85 | |
| 17 | WM | Waste Management | 2.71% | Reduce -1.4% | 1,481,365 | $298.92M | $201.79 | |
| 18 | PG | Procter & Gamble Co | 2.62% | Reduce -6.2% | 1,729,493 | $289.95M | $167.65 | |
| 19 | NKE | Nike Inc | 2.32% | Reduce -1.4% | 3,387,637 | $256.34M | $75.67 | |
| 20 | JNJ | Johnson & Johnson | 2.01% | Reduce -9.1% | 1,534,765 | $221.96M | $144.62 | |
| 21 | CPRT | Copart Inc. (DE) | 1.82% | Reduce -0.8% | 3,506,594 | $201.24M | $57.39 | |
| 22 | HD | Home Depot Inc. | 1.70% | Reduce -1.2% | 484,242 | $188.37M | $388.99 | |
| 23 | SHW | Sherwin-Williams Co | 1.64% | Reduce -1.4% | 534,062 | $181.54M | $339.93 | |
| 24 | MCD | McDonald's Corp. | 1.60% | Reduce -1.3% | 609,109 | $176.57M | $289.89 | |
| 25 | APH | Amphenol Corp | 1.58% | Reduce -18.6% | 2,519,676 | $174.99M | $69.45 | |
| 26 | VRSK | Verisk Analytics Inc | 1.24% | Reduce -28.9% | 496,246 | $136.68M | $275.43 | |
| 27 | CDNS | Cadence Design Systems, Inc. | 1.15% | New | 421,257 | $126.57M | $300.46 | |
| 28 | ORCL | Oracle Corp | 0.22% | Reduce -1.1% | 147,364 | $24.56M | $166.64 | |
| 29 | ADBE | Adobe Systems, Inc. | 0.18% | - | 43,992 | $19.56M | $444.68 | |
| 30 | WAT | Waters Corp | 0.15% | Reduce -7.4% | 44,412 | $16.48M | $370.98 | |
| 31 | ECL | Ecolab Inc | 0.15% | Reduce -1.1% | 69,614 | $16.31M | $234.32 | |
| 32 | ABT | Abbott Labs | 0.11% | - | 103,378 | $11.69M | $113.11 | |
| 33 | EMR | Emerson Elec Co | 0.10% | - | 93,430 | $11.58M | $123.93 | |
| 34 | CLX | Clorox Company | 0.10% | Add +21.2% | 70,495 | $11.45M | $162.41 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.09% | - | 125,609 | $9.66M | $76.90 | |
| 36 | CL | Colgate Palmolive Co | 0.08% | - | 97,759 | $8.89M | $90.91 | |
| 37 | G | Genpact Limited | 0.08% | Add +2.9% | 195,485 | $8.4M | $42.95 | |
| 38 | LH | Labcorp Holdings, Inc. | 0.08% | - | 36,590 | $8.39M | $229.32 | |
| 39 | GIS | General Mills Inc. | 0.08% | - | 130,715 | $8.34M | $63.77 | |
| 40 | KO | Coca-Cola Company | 0.07% | Reduce -0.7% | 125,358 | $7.8M | $62.26 | |
| 41 | EHC | Encompass Health Corp | 0.07% | Reduce -11.4% | 81,730 | $7.55M | $92.35 | |
| 42 | CCK | Crown Holdings Inc. | 0.07% | Reduce -11.5% | 89,318 | $7.39M | $82.69 | |
| 43 | KR | Kroger Company | 0.07% | - | 120,630 | $7.38M | $61.15 | |
| 44 | OMC | Omnicom Group Inc | 0.06% | Reduce -0.3% | 78,996 | $6.8M | $86.04 | |
| 45 | TSCO | Tractor Supply Co | 0.06% | -5:1 split | 126,150 | $6.69M | $53.06 | |
| 46 | KEYS | Keysight Technologies, Inc. | 0.06% | Add +3.7% | 39,010 | $6.27M | $160.63 | |
| 47 | MSCI | MSCI, Inc. | 0.06% | - | 10,350 | $6.21M | $600.01 | |
| 48 | ROST | Ross Stores Inc | 0.06% | New | 40,800 | $6.17M | $151.27 | |
| 49 | BAH | Booz Allen Hamilton Holding Co | 0.06% | Add +10.2% | 47,440 | $6.11M | $128.70 | |
| 50 | CHD | Church & Dwight Co Inc | 0.05% | - | 56,010 | $5.86M | $104.71 | |
| 51 | FDS | FactSet Research Systems Inc. | 0.05% | - | 12,000 | $5.76M | $480.28 | |
| 52 | FFIV | F5 Networks Inc. | 0.05% | Reduce -10.7% | 22,280 | $5.6M | $251.47 | |
| 53 | CPB | Campbell Soup Company | 0.05% | Add +3.5% | 129,428 | $5.42M | $41.88 | |
| 54 | VEEV | Veeva Systems Inc. Class A | 0.05% | Add +8.4% | 25,211 | $5.3M | $210.25 | |
| 55 | DCI | Donaldson Co. Inc. | 0.05% | Add +15.0% | 77,110 | $5.19M | $67.35 | |
| 56 | GNTX | Gentex Corporation | 0.05% | Add +4.0% | 178,920 | $5.14M | $28.73 | |
| 57 | BBY | Best Buy Co. Inc. | 0.04% | - | 56,875 | $4.88M | $85.80 | |
| 58 | MANH | Manhattan Associates, Inc. | 0.04% | Reduce -17.9% | 16,030 | $4.33M | $270.24 | |
| 59 | APD | Air Products & Chemicals | 0.04% | Add +10.7% | 14,580 | $4.23M | $290.04 | |
| 60 | TSM | Taiwan Semiconductor Manuf ADR | 0.04% | Add +0.8% | 20,538 | $4.06M | $197.49 | |
| 61 | ABBV | AbbVie Inc. | 0.04% | - | 22,227 | $3.95M | $177.70 | |
| 62 | TECH | Techne Corp | 0.04% | - | 54,760 | $3.94M | $72.03 | |
| 63 | GPC | Genuine Parts Company | 0.03% | Reduce -32.8% | 32,554 | $3.8M | $116.76 | |
| 64 | IDXX | Idexx Laboratories Inc. | 0.03% | Add +11.5% | 9,020 | $3.73M | $413.44 | |
| 65 | LEVI | Levi Strauss & Co | 0.03% | Add +6.1% | 213,270 | $3.69M | $17.30 | |
| 66 | HOLX | Hologic Inc. | 0.03% | New | 50,760 | $3.66M | $72.09 | |
| 67 | TTC | Toro Company | 0.03% | - | 45,550 | $3.65M | $80.10 | |
| 68 | LII | Lennox International Inc. | 0.03% | Reduce -27.1% | 5,980 | $3.64M | $609.30 | |
| 69 | TROW | T Rowe Price Group Inc | 0.03% | - | 31,950 | $3.61M | $113.09 | |
| 70 | MMM | 3M Co. | 0.03% | - | 27,840 | $3.59M | $129.09 | |
| 71 | TJX | TJX Companies Inc | 0.03% | Reduce -0.6% | 27,771 | $3.36M | $120.81 | |
| 72 | BDX | Becton Dickinson & Co. | 0.03% | Reduce -61.9% | 14,732 | $3.34M | $226.87 | |
| 73 | MMS | MAXIMUS, Inc. | 0.03% | - | 44,220 | $3.3M | No quote | No quote |
| 74 | AON | AON plc Registered Shs | 0.03% | Add +0.8% | 8,830 | $3.17M | $359.16 | |
| 75 | ON | ON Semiconductor Corp | 0.03% | Add +17.5% | 47,840 | $3.02M | $63.05 | |
| 76 | UPS | United Parcel Svc Cl B | 0.03% | Reduce -4.0% | 22,874 | $2.88M | $126.10 | |
| 77 | SBUX | Starbucks Corp | 0.03% | Reduce -97.7% | 30,221 | $2.76M | $91.25 | |
| 78 | BALL | Ball Corporation | 0.02% | Reduce -98.1% | 44,441 | $2.45M | $55.13 | |
| 79 | MCHP | Microchip Technology Inc | 0.02% | Reduce -17.1% | 38,850 | $2.23M | $57.35 | |
| 80 | RTX | Raytheon Technologies Corp | 0.02% | - | 17,756 | $2.05M | $115.72 | |
| 81 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.49M | $56.56 | |
| 82 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.38M | $140.22 | |
| 83 | K | Kellanova | 0.01% | Reduce -19.1% | 11,432 | $925.65K | No quote | No quote |
| 84 | MAR | Marriott International Inc | 0.01% | Reduce -6.9% | 2,970 | $828.45K | $278.94 | |
| 85 | LIN | Linde plc | 0.01% | - | 1,505 | $630.1K | $418.67 | |
| 90 | URI | United Rentals, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 89 | ULTA | Ulta Beauty, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 88 | SOLV | Solventum Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 87 | POOL | Pool Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 86 | CRL | Charles River Laboratories | - | Sold | 0 | $0 | No quote | No quote |