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 2026-05-07 from SEC 13F data.
Live quotes available for 81 of 87 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 9.15% | Reduce -11.7% | 1,569,529 | $780.7M | $497.41 | |
| 2 | SYK | Stryker Corp | 6.57% | Reduce -6.6% | 1,417,621 | $560.85M | $395.63 | |
| 3 | MMC | Marsh & McLennan Companies Inc | 6.21% | Reduce -7.8% | 2,423,637 | $529.9M | No quote | No quote |
| 4 | INTU | Intuit Inc. | 5.80% | Reduce -24.2% | 628,445 | $494.98M | $787.63 | |
| 5 | AAPL | Apple, Inc. | 5.57% | Reduce -18.0% | 2,317,269 | $475.43M | $205.17 | |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 4.91% | Reduce -14.3% | 2,375,178 | $418.58M | $176.23 | |
| 7 | ACN | Accenture plc Class A | 4.65% | Reduce -27.7% | 1,327,010 | $396.63M | $298.89 | |
| 8 | MA | Mastercard Inc | 4.09% | Reduce -9.9% | 620,967 | $348.95M | $561.94 | |
| 9 | KLAC | KLA Corporation | 4.08% | Reduce -14.7% | 389,028 | $348.47M | $895.74 | |
| 10 | ABT | Abbott Labs | 3.79% | Add +74.2% | 2,378,563 | $323.51M | $136.01 | |
| 11 | BR | Broadridge Financial Solutions | 3.69% | Reduce -6.5% | 1,297,083 | $315.23M | $243.03 | |
| 12 | ADP | Automatic Data Processing, Inc | 3.40% | Reduce -26.7% | 940,786 | $290.14M | $308.40 | |
| 13 | NVDA | NVIDIA Corp | 3.24% | New | 1,747,996 | $276.17M | $157.99 | |
| 14 | WM | Waste Management | 3.15% | Reduce -7.9% | 1,174,028 | $268.64M | $228.82 | |
| 15 | EFX | Equifax Inc | 3.12% | Reduce -3.7% | 1,026,607 | $266.27M | $259.37 | |
| 16 | CPRT | Copart Inc. | 3.06% | Add +39.5% | 5,315,861 | $260.85M | $49.07 | |
| 17 | APH | Amphenol Corp | 3.02% | Add +3.8% | 2,612,009 | $257.94M | $98.75 | |
| 18 | CDNS | Cadence Design Systems, Inc. | 2.97% | Add +50.5% | 823,396 | $253.73M | $308.15 | |
| 19 | ZTS | Zoetis, Inc. | 2.95% | Reduce -11.3% | 1,615,431 | $251.93M | $155.95 | |
| 20 | PG | Procter & Gamble Co | 2.67% | Reduce -4.1% | 1,431,200 | $228.02M | $159.32 | |
| 21 | SHW | Sherwin-Williams Co | 2.25% | Reduce -4.0% | 558,255 | $191.68M | $343.36 | |
| 22 | LLY | Eli Lilly & Co. | 1.89% | New | 206,612 | $161.06M | $779.53 | |
| 23 | META | Meta Platforms, Inc. Class A | 1.76% | New | 203,412 | $150.14M | $738.09 | |
| 24 | MCD | McDonald's Corp. | 1.71% | Reduce -4.1% | 499,014 | $145.8M | $292.17 | |
| 25 | VRSK | Verisk Analytics Inc | 1.03% | Reduce -14.4% | 281,734 | $87.76M | $311.50 | |
| 26 | JNJ | Johnson & Johnson | 0.75% | Reduce -32.3% | 416,198 | $63.57M | $152.75 | |
| 27 | HD | Home Depot Inc. | 0.69% | Reduce -46.9% | 160,587 | $58.88M | $366.64 | |
| 28 | ORCL | Oracle Corp | 0.37% | Reduce -1.3% | 145,209 | $31.75M | $218.63 | |
| 29 | ECL | Ecolab Inc | 0.21% | Reduce -1.4% | 67,986 | $18.32M | $269.44 | |
| 30 | ADBE | Adobe Systems, Inc. | 0.20% | - | 43,992 | $17.02M | $386.88 | |
| 31 | WAT | Waters Corp | 0.18% | Reduce -0.9% | 43,936 | $15.34M | $349.04 | |
| 32 | PEP | PepsiCo Inc. | 0.16% | Reduce -90.3% | 104,162 | $13.75M | $132.04 | |
| 33 | EMR | Emerson Elec Co | 0.14% | - | 92,600 | $12.35M | $133.33 | |
| 34 | CTSH | Cognizant Technology Solutions | 0.11% | Reduce -1.0% | 123,726 | $9.65M | $78.03 | |
| 35 | CL | Colgate Palmolive Co | 0.10% | Reduce -0.1% | 97,699 | $8.88M | $90.90 | |
| 36 | KO | Coca-Cola Company | 0.10% | Reduce -0.2% | 124,478 | $8.81M | $70.75 | |
| 37 | CLX | Clorox Company | 0.10% | Add +5.6% | 70,965 | $8.52M | $120.07 | |
| 38 | LH | Labcorp Holdings, Inc. | 0.08% | Reduce -4.1% | 27,340 | $7.18M | $262.51 | |
| 39 | EHC | Encompass Health Corp | 0.08% | Reduce -18.7% | 57,560 | $7.06M | $122.63 | |
| 40 | CCK | Crown Holdings Inc. | 0.08% | Reduce -13.3% | 65,368 | $6.73M | $102.98 | |
| 41 | G | Genpact Limited | 0.08% | Add +3.8% | 148,195 | $6.52M | $44.01 | |
| 42 | GIS | General Mills Inc. | 0.08% | Add +2.0% | 125,215 | $6.49M | $51.81 | |
| 43 | MSCI | MSCI, Inc. | 0.07% | Add +19.6% | 11,050 | $6.37M | $576.74 | |
| 44 | NKE | Nike Inc | 0.07% | Reduce -96.4% | 83,798 | $5.95M | $71.04 | |
| 45 | VEEV | Veeva Systems Inc. Class A | 0.07% | Reduce -6.6% | 20,411 | $5.88M | $287.98 | |
| 46 | KEYS | Keysight Technologies, Inc. | 0.07% | Add +4.8% | 35,430 | $5.81M | $163.86 | |
| 47 | TSCO | Tractor Supply Co | 0.07% | Add +2.9% | 109,490 | $5.78M | $52.77 | |
| 48 | KR | Kroger Company | 0.07% | Reduce -4.9% | 80,240 | $5.76M | $71.73 | |
| 49 | IDXX | Idexx Laboratories Inc. | 0.07% | Add +27.1% | 10,410 | $5.58M | $536.34 | |
| 50 | OMC | Omnicom Group Inc | 0.06% | Reduce -0.7% | 76,066 | $5.47M | $71.94 | |
| 51 | ROST | Ross Stores Inc | 0.06% | Add +5.6% | 39,930 | $5.09M | $127.58 | |
| 52 | FDS | FactSet Research Systems Inc. | 0.05% | - | 10,400 | $4.65M | $447.28 | |
| 53 | DCI | Donaldson Co. Inc. | 0.05% | - | 66,810 | $4.63M | $69.35 | |
| 54 | FFIV | F5 Networks Inc. | 0.05% | - | 14,990 | $4.41M | $294.32 | |
| 55 | MMM | 3M Co. | 0.05% | Reduce -0.1% | 27,800 | $4.23M | $152.24 | |
| 56 | ABBV | AbbVie Inc. | 0.05% | - | 22,227 | $4.13M | $185.62 | |
| 57 | CPB | Campbell Soup Company | 0.05% | Add +0.8% | 133,568 | $4.09M | $30.65 | |
| 58 | TSM | Taiwan Semiconductor Manuf ADR | 0.05% | Reduce -15.6% | 17,338 | $3.93M | $226.49 | |
| 59 | BAH | Booz Allen Hamilton Holding Co | 0.04% | - | 36,880 | $3.84M | $104.13 | |
| 60 | HOLX | Hologic Inc. | 0.04% | Add +13.4% | 58,230 | $3.79M | $65.16 | |
| 61 | APD | Air Products & Chemicals | 0.04% | - | 12,640 | $3.57M | $282.06 | |
| 62 | GNTX | Gentex Corporation | 0.04% | - | 161,540 | $3.55M | $21.99 | |
| 63 | AON | AON plc Registered Shs | 0.04% | Add +11.0% | 9,800 | $3.5M | $356.76 | |
| 64 | CHD | Church & Dwight Co Inc | 0.04% | Reduce -20.7% | 36,150 | $3.47M | $96.11 | |
| 65 | TXN | Texas Instruments Inc | 0.04% | Reduce -98.6% | 16,727 | $3.47M | $207.62 | |
| 66 | UNH | Unitedhealth Group Inc | 0.04% | Reduce -98.3% | 10,406 | $3.25M | $311.97 | |
| 67 | GPC | Genuine Parts Company | 0.04% | - | 26,604 | $3.23M | $121.31 | |
| 68 | TROW | T Rowe Price Group Inc | 0.04% | - | 31,950 | $3.08M | $96.50 | |
| 69 | LEVI | Levi Strauss & Co | 0.03% | Reduce -14.6% | 157,900 | $2.92M | $18.49 | |
| 70 | TJX | TJX Companies Inc | 0.03% | Reduce -11.8% | 23,249 | $2.87M | $123.49 | |
| 71 | BBY | Best Buy Co. Inc. | 0.03% | Reduce -12.0% | 41,675 | $2.8M | $67.13 | |
| 72 | TTC | Toro Company | 0.03% | - | 39,470 | $2.79M | $70.68 | |
| 73 | MANH | Manhattan Associates, Inc. | 0.03% | Reduce -5.8% | 13,080 | $2.58M | $197.47 | |
| 74 | RTX | Raytheon Technologies Corp | 0.03% | Reduce -0.5% | 17,586 | $2.57M | $146.02 | |
| 75 | TECH | Techne Corp | 0.03% | - | 47,450 | $2.44M | $51.45 | |
| 76 | UPS | United Parcel Svc Cl B | 0.03% | Reduce -0.1% | 21,840 | $2.2M | $100.94 | |
| 77 | ON | ON Semiconductor Corp | 0.03% | - | 41,450 | $2.17M | $52.41 | |
| 78 | BDX | Becton Dickinson & Co. | 0.03% | Reduce -6.2% | 12,502 | $2.15M | $172.25 | |
| 79 | URI | United Rentals, Inc. | 0.02% | - | 2,680 | $2.02M | $753.40 | |
| 80 | PAYX | Paychex Inc. | 0.02% | Reduce -5.2% | 9,320 | $1.36M | $145.46 | |
| 81 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.22M | $46.29 | |
| 82 | K | Kellanova | 0.01% | - | 11,432 | $909.19K | No quote | No quote |
| 83 | LIN | Linde plc | 0.01% | Reduce -4.5% | 1,380 | $647.47K | $469.18 | |
| 87 | SBUX | Starbucks Corp | - | Sold | 0 | $0 | No quote | No quote |
| 86 | MCHP | Microchip Technology Inc | - | Sold | 0 | $0 | No quote | No quote |
| 85 | MAR | Marriott International Inc | - | Sold | 0 | $0 | No quote | No quote |
| 84 | LII | Lennox International Inc. | - | Sold | 0 | $0 | No quote | No quote |