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 85 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.34% | Reduce -10.9% | 2,577,239 | $969.14M | $376.04 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.66% | Reduce -2.2% | 6,292,869 | $879.05M | $139.69 | |
| 3 | ACN | Accenture plc Class A | 6.45% | Reduce -6.5% | 2,426,646 | $851.53M | $350.91 | |
| 4 | PEP | PepsiCo Inc. | 6.21% | Reduce -2.1% | 4,824,344 | $819.37M | $169.84 | |
| 5 | AAPL | Apple, Inc. | 5.71% | Reduce -2.3% | 3,913,699 | $753.5M | $192.53 | |
| 6 | UNH | Unitedhealth Group Inc | 5.46% | Reduce -2.2% | 1,369,190 | $720.84M | $526.47 | |
| 7 | SYK | Stryker Corp | 5.24% | Reduce -8.3% | 2,308,327 | $691.25M | $299.46 | |
| 8 | INTU | Intuit Inc. | 5.21% | Reduce -2.2% | 1,099,413 | $687.17M | $625.03 | |
| 9 | MMC | Marsh & McLennan Company Inc | 4.23% | Reduce -2.2% | 2,949,005 | $558.75M | No quote | No quote |
| 10 | NKE | Nike Inc | 3.99% | Reduce -1.8% | 4,853,832 | $526.98M | $108.57 | |
| 11 | SBUX | Starbucks Corp | 3.52% | Reduce -2.3% | 4,843,828 | $465.06M | $96.01 | |
| 12 | ADP | Automatic Data Processing, Inc | 3.50% | Reduce -2.3% | 1,981,320 | $461.59M | $232.97 | |
| 13 | MA | Mastercard Inc | 3.41% | Reduce -2.2% | 1,054,308 | $449.67M | $426.51 | |
| 14 | EFX | Equifax Inc | 2.90% | Reduce -11.4% | 1,549,231 | $383.11M | $247.29 | |
| 15 | TXN | Texas Instruments Inc | 2.88% | Reduce -2.2% | 2,231,201 | $380.33M | $170.46 | |
| 16 | BR | Broadridge Financial Solutions | 2.78% | Reduce -2.3% | 1,782,855 | $366.82M | $205.75 | |
| 17 | HD | Home Depot Inc. | 2.75% | Reduce -2.3% | 1,047,967 | $363.17M | $346.55 | |
| 18 | PG | Procter & Gamble Co | 2.61% | Reduce -2.2% | 2,349,913 | $344.36M | $146.54 | |
| 19 | PFE | Pfizer Inc. | 2.57% | Reduce -2.8% | 11,775,507 | $339.02M | $28.79 | |
| 20 | APH | Amphenol Corp | 2.53% | Reduce -2.3% | 3,366,922 | $333.76M | $99.13 | |
| 21 | JNJ | Johnson & Johnson | 2.50% | Reduce -7.7% | 2,105,139 | $329.96M | $156.74 | |
| 22 | KLAC | KLA Corporation | 2.42% | Reduce -2.0% | 548,790 | $319.01M | $581.30 | |
| 23 | WM | Waste Management | 2.35% | Reduce -2.1% | 1,733,879 | $310.54M | $179.10 | |
| 24 | VRSK | Verisk Analytics Inc | 1.63% | Reduce -2.2% | 900,907 | $215.19M | $238.86 | |
| 25 | BALL | Ball Corporation | 1.33% | Reduce -2.4% | 3,052,857 | $175.6M | $57.52 | |
| 26 | MCO | Moody's Corp. | 1.26% | Reduce -35.8% | 426,966 | $166.76M | $390.56 | |
| 27 | ADBE | Adobe Systems, Inc. | 0.20% | Reduce -1.6% | 44,182 | $26.36M | $596.60 | |
| 28 | WAT | Waters Corp | 0.15% | Reduce -1.4% | 58,632 | $19.3M | $329.23 | |
| 29 | ORCL | Oracle Corp | 0.12% | Reduce -3.3% | 152,060 | $16.03M | $105.43 | |
| 30 | ECL | Ecolab Inc | 0.11% | Reduce -0.9% | 70,871 | $14.06M | $198.35 | |
| 31 | BDX | Becton Dickinson & Co. | 0.09% | Reduce -14.7% | 50,179 | $12.24M | $243.83 | |
| 32 | ABT | Abbott Labs | 0.09% | - | 103,403 | $11.38M | $110.07 | |
| 33 | CTSH | Cognizant Technology Solutions | 0.07% | Reduce -0.5% | 131,060 | $9.9M | $75.53 | |
| 34 | EMR | Emerson Elec Co | 0.07% | Reduce -0.5% | 93,920 | $9.14M | $97.33 | |
| 35 | GIS | General Mills Inc. | 0.06% | Add +2.5% | 123,295 | $8.03M | $65.14 | |
| 36 | CL | Colgate Palmolive Co | 0.06% | Reduce -0.3% | 98,519 | $7.85M | $79.71 | |
| 37 | CCK | Crown Holdings Inc. | 0.06% | Add +1.0% | 81,630 | $7.52M | $92.09 | |
| 38 | KO | Coca-Cola Company | 0.06% | - | 127,263 | $7.5M | $58.93 | |
| 39 | LH | Laboratory Corp of America | 0.06% | - | 32,710 | $7.43M | $227.29 | |
| 40 | OMC | Omnicom Group Inc | 0.05% | Reduce -0.2% | 83,701 | $7.24M | $86.51 | |
| 41 | EHC | Encompass Health Corp | 0.05% | - | 105,540 | $7.04M | $66.72 | |
| 42 | LII | Lennox International Inc. | 0.05% | Reduce -5.6% | 15,170 | $6.79M | $447.52 | |
| 43 | CPRT | Copart Inc. (DE) | 0.05% | Reduce -5.2% | 137,810 | $6.75M | $49.00 | |
| 44 | MCHP | Microchip Technology Inc | 0.05% | - | 72,840 | $6.57M | $90.18 | |
| 45 | UPS | United Parcel Svc Cl B | 0.05% | Reduce -10.2% | 40,310 | $6.34M | $157.23 | |
| 46 | KR | Kroger Company | 0.05% | - | 137,980 | $6.31M | $45.71 | |
| 47 | GPC | Genuine Parts Company | 0.05% | Add +13.5% | 44,370 | $6.15M | $138.50 | |
| 48 | CRL | Charles River Laboratories | 0.05% | - | 25,530 | $6.04M | $236.40 | |
| 49 | TSCO | Tractor Supply Co | 0.04% | Add +8.9% | 26,200 | $5.63M | $215.03 | |
| 50 | G | Genpact Limited | 0.04% | Add +5.1% | 153,070 | $5.31M | $34.71 | |
| 51 | CHD | Church & Dwight Co Inc | 0.04% | - | 56,010 | $5.3M | $94.56 | |
| 52 | BBY | Best Buy Co. Inc. | 0.04% | - | 67,290 | $5.27M | $78.28 | |
| 53 | MANH | Manhattan Associates, Inc. | 0.04% | Reduce -13.3% | 24,040 | $5.18M | $215.32 | |
| 54 | FDS | FactSet Research Systems Inc. | 0.04% | - | 10,750 | $5.13M | $477.05 | |
| 55 | KEYS | Keysight Technologies, Inc. | 0.04% | Add +16.9% | 31,850 | $5.07M | $159.09 | |
| 56 | GNTX | Gentex Corporation | 0.04% | - | 154,820 | $5.06M | $32.66 | |
| 57 | K | Kellanova | 0.04% | New | 87,700 | $4.9M | No quote | No quote |
| 58 | TJX | TJX Companies Inc | 0.04% | Reduce -89.7% | 51,324 | $4.81M | $93.81 | |
| 59 | CPB | Campbell Soup Company | 0.03% | Add +24.9% | 103,410 | $4.47M | $43.23 | |
| 60 | LEVI | Levi Strauss & Co | 0.03% | - | 258,640 | $4.28M | $16.54 | |
| 61 | URI | United Rentals, Inc. | 0.03% | Reduce -13.0% | 7,390 | $4.24M | $573.42 | |
| 62 | FFIV | F5 Networks Inc. | 0.03% | - | 22,750 | $4.07M | $178.98 | |
| 63 | CLX | Clorox Company | 0.03% | Reduce -0.1% | 28,215 | $4.02M | $142.59 | |
| 64 | TECH | Techne Corp | 0.03% | Add +23.9% | 52,060 | $4.02M | $77.16 | |
| 65 | ULTA | Ulta Beauty, Inc. | 0.03% | New | 7,710 | $3.78M | $489.99 | |
| 66 | TTC | Toro Company | 0.03% | Add +5.8% | 38,740 | $3.72M | $95.99 | |
| 67 | DCI | Donaldson Co. Inc. | 0.03% | Add +35.0% | 56,760 | $3.71M | $65.35 | |
| 68 | WSM | Williams Sonoma Inc | 0.03% | Reduce -19.3% | 18,360 | $3.7M | No quote | No quote |
| 69 | TROW | T Rowe Price Group Inc | 0.03% | - | 32,361 | $3.48M | $107.69 | |
| 70 | ABBV | AbbVie Inc. | 0.03% | - | 22,237 | $3.45M | $154.97 | |
| 71 | MMM | 3M Co. | 0.03% | Reduce -36.8% | 30,840 | $3.37M | $109.32 | |
| 72 | CBRE | CBRE Group Inc. | 0.03% | - | 35,770 | $3.33M | $93.09 | |
| 73 | POOL | Pool Corporation | 0.02% | - | 8,240 | $3.29M | $398.71 | |
| 74 | CDNS | Cadence Design Systems, Inc. | 0.02% | Reduce -46.1% | 10,730 | $2.92M | $272.37 | |
| 75 | MMS | MAXIMUS, Inc. | 0.02% | Add +11.8% | 30,330 | $2.54M | No quote | No quote |
| 76 | BAH | Booz Allen Hamilton Holding Co | 0.02% | - | 16,310 | $2.09M | $127.91 | |
| 77 | TSM | Taiwan Semiconductor Manuf ADR | 0.01% | Add +3.2% | 18,170 | $1.89M | $104.00 | |
| 78 | RTX | Raytheon Technologies Corp | 0.01% | Reduce -2.6% | 21,050 | $1.77M | $84.14 | |
| 79 | AON | AON plc Registered Shs | 0.01% | Add +2.1% | 5,340 | $1.55M | $291.02 | |
| 80 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.35M | $51.31 | |
| 81 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.17M | $119.11 | |
| 82 | LIN | Linde plc | 0.00% | Reduce -4.3% | 1,505 | $618.12K | $410.71 | |
| 85 | RMD | Resmed | - | Sold | 0 | $0 | No quote | No quote |
| 84 | K | Kellogg Company | - | Sold | 0 | $0 | No quote | No quote |
| 83 | EXPD | Expeditors International of WA | - | Sold | 0 | $0 | No quote | No quote |