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 79 of 83 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.22% | Reduce -1.1% | 2,891,977 | $913.14M | $315.75 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.65% | Add +2.7% | 6,431,788 | $841.66M | $130.86 | |
| 3 | PEP | PepsiCo Inc. | 6.60% | Add +2.7% | 4,927,822 | $834.97M | $169.44 | |
| 4 | ACN | Accenture plc Class A | 6.30% | Add +2.8% | 2,594,621 | $796.83M | $307.11 | |
| 5 | UNH | Unitedhealth Group Inc | 5.58% | Add +2.8% | 1,400,591 | $706.16M | $504.19 | |
| 6 | SYK | Stryker Corp | 5.43% | Reduce -2.5% | 2,515,827 | $687.5M | $273.27 | |
| 7 | AAPL | Apple, Inc. | 5.42% | Reduce -2.6% | 4,003,852 | $685.5M | $171.21 | |
| 8 | INTU | Intuit Inc. | 4.54% | Add +2.9% | 1,124,555 | $574.58M | $510.94 | |
| 9 | MMC | Marsh & McLennan Company Inc | 4.54% | Add +2.9% | 3,016,476 | $574.04M | No quote | No quote |
| 10 | ADP | Automatic Data Processing, Inc | 3.85% | Reduce -2.4% | 2,027,440 | $487.76M | $240.58 | |
| 11 | NKE | Nike Inc | 3.74% | Add +2.6% | 4,943,376 | $472.69M | $95.62 | |
| 12 | SBUX | Starbucks Corp | 3.57% | Add +2.8% | 4,956,442 | $452.37M | $91.27 | |
| 13 | MA | Mastercard Inc | 3.37% | Add +2.8% | 1,078,169 | $426.86M | $395.91 | |
| 14 | PFE | Pfizer Inc. | 3.18% | Add +3.0% | 12,115,840 | $401.88M | $33.17 | |
| 15 | TXN | Texas Instruments Inc | 2.87% | Add +2.9% | 2,281,848 | $362.84M | $159.01 | |
| 16 | JNJ | Johnson & Johnson | 2.81% | Reduce -19.1% | 2,279,437 | $355.02M | $155.75 | |
| 17 | PG | Procter & Gamble Co | 2.77% | Reduce -2.6% | 2,402,110 | $350.37M | $145.86 | |
| 18 | BR | Broadridge Financial Solutions | 2.58% | Add +2.4% | 1,825,339 | $326.83M | $179.05 | |
| 19 | HD | Home Depot Inc. | 2.56% | Add +2.7% | 1,072,168 | $323.97M | $302.16 | |
| 20 | EFX | Equifax Inc | 2.53% | Add +11.3% | 1,749,202 | $320.42M | $183.18 | |
| 21 | APH | Amphenol Corp | 2.29% | Reduce -0.9% | 3,446,084 | $289.44M | $83.99 | |
| 22 | WM | Waste Management | 2.13% | Add +2.6% | 1,772,028 | $270.13M | $152.44 | |
| 23 | KLAC | KLA Corporation | 2.03% | Add +31.9% | 560,075 | $256.88M | $458.66 | |
| 24 | VRSK | Verisk Analytics Inc | 1.72% | Reduce -2.7% | 921,432 | $217.68M | $236.24 | |
| 25 | MCO | Moody's Corp. | 1.66% | Reduce -7.5% | 665,187 | $210.31M | $316.17 | |
| 26 | BALL | Ball Corporation | 1.23% | Add +3.1% | 3,126,992 | $155.66M | $49.78 | |
| 27 | TJX | TJX Companies Inc | 0.35% | Reduce -73.1% | 498,657 | $44.32M | $88.88 | |
| 28 | ADBE | Adobe Systems, Inc. | 0.18% | Reduce -0.3% | 44,917 | $22.9M | $509.90 | |
| 29 | ORCL | Oracle Corp | 0.13% | Reduce -0.3% | 157,260 | $16.66M | $105.92 | |
| 30 | WAT | Waters Corp | 0.13% | Add +8.6% | 59,442 | $16.3M | $274.21 | |
| 31 | BDX | Becton Dickinson & Co. | 0.12% | Reduce -92.3% | 58,828 | $15.21M | $258.53 | |
| 32 | ECL | Ecolab Inc | 0.10% | Reduce -0.5% | 71,486 | $12.11M | $169.40 | |
| 33 | ABT | Abbott Labs | 0.08% | Reduce -1.0% | 103,403 | $10.01M | $96.85 | |
| 34 | EMR | Emerson Elec Co | 0.07% | Reduce -0.9% | 94,377 | $9.11M | $96.57 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.07% | Reduce -0.2% | 131,734 | $8.92M | $67.74 | |
| 36 | GIS | General Mills Inc. | 0.06% | Add +22.1% | 120,254 | $7.7M | $63.99 | |
| 37 | CCK | Crown Holdings Inc. | 0.06% | Reduce -3.3% | 80,820 | $7.15M | $88.48 | |
| 38 | KO | Coca-Cola Company | 0.06% | Reduce -0.8% | 127,263 | $7.12M | $55.98 | |
| 39 | EHC | Encompass Health Corp | 0.06% | Reduce -14.0% | 105,540 | $7.09M | $67.16 | |
| 40 | CL | Colgate Palmolive Co | 0.06% | - | 98,789 | $7.02M | $71.11 | |
| 41 | UPS | United Parcel Svc Cl B | 0.06% | Reduce -97.0% | 44,885 | $7M | $155.87 | |
| 42 | LH | Laboratory Corp of America | 0.05% | Reduce -12.2%1.164:1 split | 32,710 | $6.58M | $201.05 | |
| 43 | CPRT | Copart Inc. (DE) | 0.05% | Reduce -3.3%2:1 split | 145,310 | $6.26M | $43.09 | |
| 44 | OMC | Omnicom Group Inc | 0.05% | Reduce -0.9% | 83,901 | $6.25M | $74.48 | |
| 45 | KR | Kroger Company | 0.05% | Reduce -3.3% | 137,980 | $6.17M | $44.75 | |
| 46 | LII | Lennox International Inc. | 0.05% | Reduce -24.2% | 16,070 | $6.02M | $374.44 | |
| 47 | MCHP | Microchip Technology Inc | 0.04% | Reduce -3.3% | 72,840 | $5.69M | $78.05 | |
| 48 | GPC | Genuine Parts Company | 0.04% | Add +6.3% | 39,090 | $5.64M | $144.38 | |
| 49 | MANH | Manhattan Associates, Inc. | 0.04% | Reduce -13.3% | 27,740 | $5.48M | $197.66 | |
| 50 | G | Genpact Limited | 0.04% | Add +12.4% | 145,590 | $5.27M | $36.20 | |
| 51 | K | Kellogg Company | 0.04% | Reduce -3.3% | 86,320 | $5.14M | No quote | No quote |
| 52 | CHD | Church & Dwight Co Inc | 0.04% | Reduce -6.4% | 56,010 | $5.13M | $91.63 | |
| 53 | GNTX | Gentex Corporation | 0.04% | Reduce -18.4% | 154,820 | $5.04M | $32.54 | |
| 54 | CRL | Charles River Laboratories | 0.04% | Add +2.2% | 25,530 | $5M | $195.98 | |
| 55 | TSCO | Tractor Supply Co | 0.04% | Add +18.9% | 24,050 | $4.88M | $203.05 | |
| 56 | FDS | FactSet Research Systems Inc. | 0.04% | Reduce -3.3% | 10,750 | $4.7M | $437.26 | |
| 57 | BBY | Best Buy Co. Inc. | 0.04% | Reduce -3.3% | 67,290 | $4.67M | $69.47 | |
| 58 | CDNS | Cadence Design Systems, Inc. | 0.04% | Reduce -18.8% | 19,920 | $4.67M | $234.30 | |
| 59 | MMM | 3M Co. | 0.04% | Reduce -0.4% | 48,790 | $4.57M | $93.62 | |
| 60 | URI | United Rentals, Inc. | 0.03% | Reduce -13.9% | 8,490 | $3.77M | $444.57 | |
| 61 | CLX | Clorox Company | 0.03% | - | 28,235 | $3.7M | $131.06 | |
| 62 | FFIV | F5 Networks Inc. | 0.03% | Reduce -3.3% | 22,750 | $3.67M | $161.14 | |
| 63 | KEYS | Keysight Technologies, Inc. | 0.03% | Add +45.7% | 27,240 | $3.6M | $132.31 | |
| 64 | WSM | Williams Sonoma Inc | 0.03% | Add +32.3% | 22,760 | $3.54M | No quote | No quote |
| 65 | LEVI | Levi Strauss & Co | 0.03% | Reduce -3.3% | 258,640 | $3.51M | $13.58 | |
| 66 | EXPD | Expeditors International of WA | 0.03% | Reduce -42.9% | 30,010 | $3.44M | $114.63 | |
| 67 | CPB | Campbell Soup Company | 0.03% | Add +56.9% | 82,810 | $3.4M | $41.08 | |
| 68 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.39M | $104.87 | |
| 69 | ABBV | AbbVie Inc. | 0.03% | Reduce -0.6% | 22,237 | $3.31M | $149.06 | |
| 70 | TTC | Toro Company | 0.02% | Reduce -3.3% | 36,630 | $3.04M | $83.10 | |
| 71 | POOL | Pool Corporation | 0.02% | Reduce -3.3% | 8,240 | $2.93M | $356.10 | |
| 72 | TECH | Techne Corp | 0.02% | Reduce -3.3% | 42,000 | $2.86M | $68.07 | |
| 73 | CBRE | CBRE Group Inc. | 0.02% | Reduce -3.3% | 35,770 | $2.64M | $73.86 | |
| 74 | DCI | Donaldson Co. Inc. | 0.02% | Reduce -3.3% | 42,060 | $2.51M | $59.64 | |
| 75 | MMS | MAXIMUS, Inc. | 0.02% | Reduce -57.0% | 27,130 | $2.03M | No quote | No quote |
| 76 | BAH | Booz Allen Hamilton Holding Co | 0.01% | New | 16,310 | $1.78M | $109.27 | |
| 77 | RMD | Resmed | 0.01% | Reduce -49.2% | 11,720 | $1.73M | $147.87 | |
| 78 | AON | AON plc Registered Shs | 0.01% | Add +8.5% | 5,230 | $1.7M | $324.22 | |
| 79 | RTX | Raytheon Technologies Corp | 0.01% | - | 21,615 | $1.56M | $71.97 | |
| 80 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.53M | $58.04 | |
| 81 | TSM | Taiwan Semiconductor Manuf | 0.01% | - | 17,610 | $1.53M | $86.90 | |
| 82 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.13M | $115.33 | |
| 83 | LIN | Linde plc | 0.00% | - | 1,573 | $585.71K | $372.35 |