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 85 of 88 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 9.77% | Reduce -3.2% | 1,519,446 | $787M | $517.95 | |
| 2 | AAPL | Apple, Inc. | 7.28% | Reduce -0.6% | 2,303,255 | $586.48M | $254.63 | |
| 3 | MMC | Marsh & McLennan Companies Inc | 6.02% | Reduce -0.7% | 2,406,645 | $485.01M | No quote | No quote |
| 4 | SYK | Stryker Corp | 5.60% | Reduce -13.9% | 1,220,050 | $451.02M | $369.67 | |
| 5 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.40% | Reduce -24.6% | 1,791,309 | $435.47M | $243.10 | |
| 6 | NVDA | NVIDIA Corp | 5.00% | Add +23.6% | 2,160,264 | $403.06M | $186.58 | |
| 7 | INTU | Intuit Inc. | 4.55% | Reduce -14.6% | 536,978 | $366.71M | $682.91 | |
| 8 | LLY | Eli Lilly & Co. | 4.39% | Add +124.5% | 463,739 | $353.83M | $763.00 | |
| 9 | MA | Mastercard Inc | 4.10% | Reduce -6.3% | 581,527 | $330.78M | $568.81 | |
| 10 | ABT | Abbott Labs | 4.00% | Add +1.3% | 2,409,429 | $322.72M | $133.94 | |
| 11 | META | Meta Platforms, Inc. Class A | 3.64% | Add +96.6% | 399,933 | $293.7M | $734.38 | |
| 12 | KLAC | KLA Corporation | 3.51% | Reduce -32.5% | 262,493 | $283.12M | $1078.60 | |
| 13 | ADP | Automatic Data Processing, Inc | 3.37% | Reduce -1.7% | 924,421 | $271.32M | $293.50 | |
| 14 | EFX | Equifax Inc | 3.25% | Reduce -0.4% | 1,022,492 | $262.3M | $256.53 | |
| 15 | BR | Broadridge Financial Solutions | 3.25% | Reduce -15.2% | 1,099,850 | $261.95M | $238.17 | |
| 16 | WM | Waste Management | 2.98% | Reduce -7.5% | 1,086,589 | $239.95M | $220.83 | |
| 17 | CPRT | Copart Inc. | 2.94% | Reduce -1.0% | 5,263,823 | $236.71M | $44.97 | |
| 18 | SHW | Sherwin-Williams Co | 2.85% | Add +18.9% | 663,607 | $229.78M | $346.26 | |
| 19 | PG | Procter & Gamble Co | 2.75% | Add +0.8% | 1,441,978 | $221.56M | $153.65 | |
| 20 | CDNS | Cadence Design Systems, Inc. | 2.70% | Reduce -24.7% | 620,210 | $217.85M | $351.26 | |
| 21 | MCD | McDonald's Corp. | 1.89% | Add +0.4% | 500,983 | $152.24M | $303.89 | |
| 22 | ZTS | Zoetis, Inc. | 1.60% | Reduce -45.3% | 883,924 | $129.34M | $146.32 | |
| 23 | VEEV | Veeva Systems Inc. Class A | 1.53% | Add +1924.5% | 413,213 | $123.1M | $297.91 | |
| 24 | APH | Amphenol Corp | 1.34% | Reduce -66.7% | 869,464 | $107.6M | $123.75 | |
| 25 | VRSK | Verisk Analytics Inc | 1.33% | Add +50.7% | 424,645 | $106.8M | $251.51 | |
| 26 | ACN | Accenture plc Class A | 0.96% | Reduce -76.4% | 312,897 | $77.16M | $246.60 | |
| 27 | ORCL | Oracle Corp | 0.50% | Reduce -1.9% | 142,435 | $40.06M | $281.24 | |
| 28 | ECL | Ecolab Inc | 0.23% | Reduce -1.5% | 66,986 | $18.34M | $273.86 | |
| 29 | ADBE | Adobe Systems, Inc. | 0.19% | - | 43,992 | $15.52M | $352.75 | |
| 30 | WAT | Waters Corp | 0.16% | - | 43,936 | $13.17M | $299.81 | |
| 31 | PEP | PepsiCo Inc. | 0.16% | Reduce -11.3% | 92,436 | $12.98M | $140.44 | |
| 32 | EMR | Emerson Elec Co | 0.15% | Reduce -0.8% | 91,900 | $12.06M | $131.18 | |
| 33 | CL | Colgate Palmolive Co | 0.12% | Add +27.7% | 124,789 | $9.98M | $79.94 | |
| 34 | CLX | Clorox Company | 0.11% | Add +3.5% | 73,465 | $9.06M | $123.30 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.10% | - | 123,726 | $8.3M | $67.07 | |
| 36 | KO | Coca-Cola Company | 0.10% | Add +0.0% | 124,487 | $8.26M | $66.32 | |
| 37 | LH | Labcorp Holdings, Inc. | 0.09% | Reduce -8.1% | 25,140 | $7.22M | $287.06 | |
| 38 | EHC | Encompass Health Corp | 0.08% | Reduce -12.0% | 50,660 | $6.43M | $127.02 | |
| 39 | MSCI | MSCI, Inc. | 0.08% | - | 11,050 | $6.27M | $567.41 | |
| 40 | KEYS | Keysight Technologies, Inc. | 0.08% | - | 35,430 | $6.2M | $174.92 | |
| 41 | OMC | Omnicom Group Inc | 0.08% | Reduce -0.5% | 75,666 | $6.17M | $81.53 | |
| 42 | NKE | Nike Inc | 0.07% | Add +0.5% | 84,178 | $5.87M | $69.73 | |
| 43 | ROST | Ross Stores Inc | 0.07% | Reduce -3.7% | 38,450 | $5.86M | $152.39 | |
| 44 | TSCO | Tractor Supply Co | 0.07% | Reduce -10.7% | 97,780 | $5.56M | $56.87 | |
| 45 | GIS | General Mills Inc. | 0.07% | Reduce -12.2% | 109,965 | $5.54M | $50.42 | |
| 46 | KR | Kroger Company | 0.07% | - | 80,240 | $5.41M | $67.41 | |
| 47 | JNJ | Johnson & Johnson | 0.07% | Reduce -93.0% | 28,970 | $5.37M | $185.42 | |
| 48 | TSM | Taiwan Semiconductor Manuf | 0.07% | Add +10.3% | 19,120 | $5.34M | $279.29 | |
| 49 | DCI | Donaldson Co. Inc. | 0.06% | Reduce -5.5% | 63,140 | $5.17M | $81.85 | |
| 50 | G | Genpact Limited | 0.06% | Reduce -21.3% | 116,625 | $4.89M | $41.89 | |
| 51 | CCK | Crown Holdings Inc. | 0.06% | Reduce -24.7% | 49,228 | $4.75M | $96.59 | |
| 52 | FFIV | F5 Networks Inc. | 0.06% | Reduce -3.1% | 14,520 | $4.69M | $323.19 | |
| 53 | MMM | 3M Co. | 0.05% | Add +0.1% | 27,842 | $4.32M | $155.18 | |
| 54 | ABBV | AbbVie Inc. | 0.05% | Reduce -18.5% | 18,122 | $4.2M | $231.54 | |
| 55 | HOLX | Hologic Inc. | 0.05% | Add +4.8% | 61,050 | $4.12M | $67.49 | |
| 56 | GNTX | Gentex Corporation | 0.05% | Reduce -17.3% | 133,540 | $3.78M | $28.30 | |
| 57 | BAH | Booz Allen Hamilton Holding Co | 0.05% | - | 36,880 | $3.69M | $99.95 | |
| 58 | AON | AON plc Registered Shs | 0.04% | Add +3.1% | 10,100 | $3.6M | $356.58 | |
| 59 | FDS | FactSet Research Systems Inc. | 0.04% | Add +13.6% | 11,810 | $3.38M | $286.49 | |
| 60 | TJX | TJX Companies Inc | 0.04% | Reduce -0.2% | 23,198 | $3.35M | $144.54 | |
| 61 | TTC | Toro Company | 0.04% | Add +10.1% | 43,470 | $3.31M | $76.20 | |
| 62 | TROW | T Rowe Price Group Inc | 0.04% | - | 31,950 | $3.28M | $102.64 | |
| 63 | LEVI | Levi Strauss & Co | 0.04% | Reduce -13.1% | 137,260 | $3.2M | $23.30 | |
| 64 | HD | Home Depot Inc. | 0.04% | Reduce -95.3% | 7,570 | $3.07M | $405.19 | |
| 65 | CHD | Church & Dwight Co Inc | 0.04% | Reduce -4.4% | 34,550 | $3.03M | $87.63 | |
| 66 | RTX | Raytheon Technologies Corp | 0.04% | Add +0.2% | 17,627 | $2.95M | $167.33 | |
| 67 | URI | United Rentals, Inc. | 0.04% | Add +11.2% | 2,980 | $2.84M | $954.66 | |
| 68 | IDXX | Idexx Laboratories Inc. | 0.04% | Reduce -57.4% | 4,430 | $2.83M | $638.89 | |
| 69 | NDSN | Nordson Corporation | 0.03% | New | 12,050 | $2.73M | $226.95 | |
| 70 | CPB | Campbell Soup Company | 0.03% | Reduce -40.2% | 79,868 | $2.52M | $31.58 | |
| 71 | APD | Air Products & Chemicals | 0.03% | Reduce -28.5% | 9,032 | $2.46M | $272.72 | |
| 72 | FICO | Fair Isaac Corporation | 0.03% | New | 1,620 | $2.42M | $1496.53 | |
| 73 | GWW | W.W. Grainger Inc. | 0.03% | New | 2,300 | $2.19M | $952.96 | |
| 74 | BBY | Best Buy Co. Inc. | 0.03% | Reduce -34.3% | 27,385 | $2.07M | $75.62 | |
| 75 | ON | ON Semiconductor Corp | 0.03% | - | 41,450 | $2.04M | $49.31 | |
| 76 | TXN | Texas Instruments Inc | 0.02% | Reduce -39.6% | 10,095 | $1.85M | $183.73 | |
| 77 | UPS | United Parcel Svc Cl B | 0.02% | Reduce -8.4% | 20,000 | $1.67M | $83.53 | |
| 78 | UNH | Unitedhealth Group Inc | 0.02% | Reduce -58.0% | 4,373 | $1.51M | $345.30 | |
| 79 | LULU | lululemon athletica inc. | 0.02% | New | 8,220 | $1.46M | $177.93 | |
| 80 | BMY | Bristol Myers Squibb Co. | 0.01% | Add +0.4% | 26,475 | $1.19M | $45.10 | |
| 81 | PAYX | Paychex Inc. | 0.01% | - | 9,320 | $1.18M | $126.76 | |
| 82 | MANH | Manhattan Associates, Inc. | 0.01% | Reduce -60.6% | 5,150 | $1.06M | $204.98 | |
| 83 | LSTR | Landstar System Inc. | 0.01% | New | 6,250 | $766K | $122.56 | |
| 84 | LIN | Linde plc | 0.01% | - | 1,380 | $655.5K | $475.00 | |
| 85 | K | Kellanova | 0.01% | Reduce -44.3% | 6,372 | $522.63K | No quote | No quote |
| 86 | BDX | Becton Dickinson & Co. | 0.01% | Reduce -80.1% | 2,486 | $465.31K | $187.17 | |
| 87 | GPC | Genuine Parts Company | 0.00% | Reduce -90.0% | 2,674 | $370.62K | $138.60 | |
| 88 | TECH | Techne Corp | - | Sold | 0 | $0 | No quote | No quote |