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 2026-05-10 from SEC 13F data.
Live quotes available for 78 of 83 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.30% | Reduce -5.2% | 2,922,834 | $995.34M | $340.54 | |
| 2 | PEP | PepsiCo Inc. | 6.52% | Add +1.1% | 4,800,258 | $889.1M | $185.22 | |
| 3 | AAPL | Apple, Inc. | 5.85% | Add +1.0% | 4,109,792 | $797.18M | $193.97 | |
| 4 | SYK | Stryker Corp | 5.78% | Add +1.2% | 2,580,599 | $787.31M | $305.09 | |
| 5 | ACN | Accenture plc Class A | 5.72% | Add +1.3% | 2,524,809 | $779.11M | $308.58 | |
| 6 | GOOGL | Alphabet Inc Cap Stk Cl A | 5.50% | Add +1.0% | 6,265,198 | $749.94M | $119.70 | |
| 7 | UNH | Unitedhealth Group Inc | 4.80% | Add +1.2% | 1,362,151 | $654.7M | $480.64 | |
| 8 | MMC | Marsh & McLennan Company Inc | 4.04% | Add +1.2% | 2,930,194 | $551.11M | No quote | No quote |
| 9 | NKE | Nike Inc | 3.90% | Add +1.1% | 4,818,308 | $531.8M | $110.37 | |
| 10 | INTU | Intuit Inc. | 3.68% | Add +0.9% | 1,093,205 | $500.9M | $458.19 | |
| 11 | SBUX | Starbucks Corp | 3.51% | Add +1.1% | 4,822,822 | $477.75M | $99.06 | |
| 12 | JNJ | Johnson & Johnson | 3.42% | Add +1.2% | 2,818,707 | $466.55M | $165.52 | |
| 13 | ADP | Automatic Data Processing, Inc | 3.35% | Add +0.9% | 2,078,245 | $456.78M | $219.79 | |
| 14 | PFE | Pfizer Inc. | 3.17% | Add +1.3% | 11,762,638 | $431.45M | $36.68 | |
| 15 | MA | Mastercard Inc | 3.03% | Add +1.0% | 1,048,854 | $412.51M | $393.30 | |
| 16 | TXN | Texas Instruments Inc | 2.93% | Add +1.1% | 2,216,697 | $399.05M | $180.02 | |
| 17 | PG | Procter & Gamble Co | 2.75% | Add +1.0% | 2,465,510 | $374.12M | $151.74 | |
| 18 | EFX | Equifax Inc | 2.71% | Add +0.8% | 1,570,978 | $369.65M | $235.30 | |
| 19 | HD | Home Depot Inc. | 2.38% | Add +1.2% | 1,043,818 | $324.25M | $310.64 | |
| 20 | WM | Waste Management | 2.20% | Add +1.2% | 1,726,658 | $299.44M | $173.42 | |
| 21 | APH | Amphenol Corp | 2.17% | Add +1.0% | 3,475,919 | $295.28M | $84.95 | |
| 22 | BR | Broadridge Financial Solutions | 2.17% | Add +1.1% | 1,782,104 | $295.17M | $165.63 | |
| 23 | UPS | United Parcel Svc Cl B | 1.96% | Add +1.0% | 1,487,705 | $266.67M | $179.25 | |
| 24 | MCO | Moody's Corp. | 1.83% | Add +1.0% | 719,167 | $250.07M | $347.72 | |
| 25 | VRSK | Verisk Analytics Inc | 1.57% | Add +0.8% | 946,702 | $213.98M | $226.03 | |
| 26 | KLAC | KLA Corporation | 1.51% | New | 424,723 | $206M | $485.02 | |
| 27 | BDX | Becton Dickinson & Co. | 1.49% | Reduce -43.3% | 767,204 | $202.55M | $264.01 | |
| 28 | BALL | Ball Corporation | 1.29% | Add +0.8% | 3,031,577 | $176.47M | $58.21 | |
| 29 | TJX | TJX Companies Inc | 1.15% | Reduce -36.8% | 1,853,938 | $157.2M | $84.79 | |
| 30 | ADBE | Adobe Systems, Inc. | 0.16% | - | 45,029 | $22.02M | $488.99 | |
| 31 | ORCL | Oracle Corp | 0.14% | Reduce -1.2% | 157,700 | $18.78M | $119.09 | |
| 32 | WAT | Waters Corp | 0.11% | Add +19.6% | 54,762 | $14.6M | $266.54 | |
| 33 | ECL | Ecolab Inc | 0.10% | Reduce -1.6% | 71,866 | $13.42M | $186.69 | |
| 34 | ABT | Abbott Labs | 0.08% | Reduce -1.6% | 104,403 | $11.38M | $109.02 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.06% | Reduce -5.4% | 132,054 | $8.62M | $65.28 | |
| 36 | EMR | Emerson Elec Co | 0.06% | Reduce -3.0% | 95,227 | $8.61M | $90.39 | |
| 37 | EHC | Encompass Health Corp | 0.06% | Reduce -3.1% | 122,740 | $8.31M | $67.71 | |
| 38 | OMC | Omnicom Group Inc | 0.06% | Reduce -2.0% | 84,629 | $8.05M | $95.15 | |
| 39 | LH | Laboratory Corp of America | 0.06% | Reduce -3.1% | 32,010 | $7.72M | $241.33 | |
| 40 | KO | Coca-Cola Company | 0.06% | Reduce -0.4% | 128,263 | $7.72M | $60.22 | |
| 41 | CL | Colgate Palmolive Co | 0.06% | Reduce -2.0% | 98,789 | $7.61M | $77.04 | |
| 42 | GIS | General Mills Inc. | 0.06% | Reduce -6.0% | 98,524 | $7.56M | $76.70 | |
| 43 | CCK | Crown Holdings Inc. | 0.05% | Add +4.1% | 83,570 | $7.26M | $86.87 | |
| 44 | LII | Lennox International Inc. | 0.05% | Reduce -1.3% | 21,210 | $6.92M | $326.07 | |
| 45 | CPRT | Copart Inc. (DE) | 0.05% | Reduce -27.9% | 75,130 | $6.85M | $91.21 | |
| 46 | MCHP | Microchip Technology Inc | 0.05% | Reduce -15.7% | 75,320 | $6.75M | $89.59 | |
| 47 | KR | Kroger Company | 0.05% | Reduce -3.1% | 142,680 | $6.71M | $47.00 | |
| 48 | MANH | Manhattan Associates, Inc. | 0.05% | Reduce -27.5% | 32,010 | $6.4M | $199.88 | |
| 49 | EXPD | Expeditors International of WA | 0.05% | Reduce -3.1% | 52,520 | $6.36M | $121.13 | |
| 50 | GPC | Genuine Parts Company | 0.05% | Reduce -3.1% | 36,760 | $6.22M | $169.23 | |
| 51 | K | Kellogg Company | 0.04% | Add +4.6% | 89,260 | $6.02M | No quote | No quote |
| 52 | CHD | Church & Dwight Co Inc | 0.04% | Reduce -16.9% | 59,840 | $6M | $100.23 | |
| 53 | CDNS | Cadence Design Systems, Inc. | 0.04% | Reduce -17.4% | 24,520 | $5.75M | $234.52 | |
| 54 | BBY | Best Buy Co. Inc. | 0.04% | Reduce -3.1% | 69,580 | $5.7M | $81.95 | |
| 55 | GNTX | Gentex Corporation | 0.04% | Reduce -3.1% | 189,820 | $5.55M | $29.26 | |
| 56 | MMS | MAXIMUS, Inc. | 0.04% | Reduce -3.1% | 63,140 | $5.34M | No quote | No quote |
| 57 | CRL | Charles River Laboratories | 0.04% | Reduce -3.1% | 24,980 | $5.25M | $210.25 | |
| 58 | RMD | Resmed | 0.04% | Add +17.5% | 23,090 | $5.05M | $218.50 | |
| 59 | MMM | 3M Co. | 0.04% | Reduce -22.6% | 48,990 | $4.9M | $100.09 | |
| 60 | G | Genpact Limited | 0.04% | Add +17.3% | 129,510 | $4.87M | $37.57 | |
| 61 | CLX | Clorox Company | 0.03% | - | 28,235 | $4.49M | $159.04 | |
| 62 | TSCO | Tractor Supply Co | 0.03% | Add +250.6% | 20,230 | $4.47M | $221.10 | |
| 63 | FDS | FactSet Research Systems Inc. | 0.03% | Reduce -3.1% | 11,120 | $4.46M | $400.65 | |
| 64 | URI | United Rentals, Inc. | 0.03% | Reduce -3.1% | 9,860 | $4.39M | $445.37 | |
| 65 | LEVI | Levi Strauss & Co | 0.03% | Reduce -14.2% | 267,460 | $3.86M | $14.43 | |
| 66 | TTC | Toro Company | 0.03% | Add +9.6% | 37,880 | $3.85M | $101.65 | |
| 67 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.63M | $112.02 | |
| 68 | TECH | Techne Corp | 0.03% | Add +16.5% | 43,430 | $3.55M | $81.63 | |
| 69 | FFIV | F5 Networks Inc. | 0.03% | Reduce -24.8% | 23,530 | $3.44M | $146.26 | |
| 70 | POOL | Pool Corporation | 0.02% | Reduce -3.1% | 8,520 | $3.19M | $374.64 | |
| 71 | KEYS | Keysight Technologies, Inc. | 0.02% | New | 18,700 | $3.13M | $167.45 | |
| 72 | ABBV | AbbVie Inc. | 0.02% | Reduce -6.3% | 22,367 | $3.01M | $134.73 | |
| 73 | CBRE | CBRE Group Inc. | 0.02% | Reduce -3.1% | 36,990 | $2.99M | $80.71 | |
| 74 | DCI | Donaldson Co. Inc. | 0.02% | Reduce -3.1% | 43,490 | $2.72M | $62.51 | |
| 75 | CPB | Campbell Soup Company | 0.02% | Reduce -3.1% | 52,790 | $2.41M | $45.71 | |
| 76 | WSM | Williams Sonoma Inc | 0.02% | Add +12.0% | 17,210 | $2.15M | No quote | No quote |
| 77 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -1.1% | 21,615 | $2.12M | $97.96 | |
| 78 | TSM | Taiwan Semiconductor Manuf | 0.01% | Add +0.4% | 17,610 | $1.78M | $100.92 | |
| 79 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.69M | $63.95 | |
| 80 | AON | AON plc Registered Shs | 0.01% | Add +17.6% | 4,820 | $1.66M | $345.20 | |
| 81 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.1M | $111.87 | |
| 82 | LIN | Linde plc | 0.00% | Reduce -42.1% | 1,573 | $599.44K | $381.08 | |
| 83 | HAS | Hasbro Inc | - | Sold | 0 | $0 | No quote | No quote |