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 80 of 87 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.53% | Reduce -9.1% | 2,342,114 | $985.37M | $420.72 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 6.68% | Reduce -7.9% | 5,796,244 | $874.83M | $150.93 | |
| 3 | ACN | Accenture plc Class A | 6.40% | Reduce -0.4% | 2,416,163 | $837.47M | $346.61 | |
| 4 | SYK | Stryker Corp | 5.78% | Reduce -8.4% | 2,114,915 | $756.86M | $357.87 | |
| 5 | INTU | Intuit Inc. | 5.43% | Reduce -0.4% | 1,094,629 | $711.51M | $650.00 | |
| 6 | UNH | Unitedhealth Group Inc | 5.14% | Reduce -0.6% | 1,360,511 | $673.04M | $494.70 | |
| 7 | AAPL | Apple, Inc. | 5.11% | Reduce -0.4% | 3,899,621 | $668.71M | $171.48 | |
| 8 | MMC | Marsh & McLennan Company Inc | 5.01% | Add +8.0% | 3,186,076 | $656.27M | No quote | No quote |
| 9 | PEP | PepsiCo Inc. | 4.15% | Reduce -35.6% | 3,107,551 | $543.85M | $175.01 | |
| 10 | MA | Mastercard Inc | 3.86% | Reduce -0.5% | 1,049,377 | $505.35M | $481.57 | |
| 11 | ADP | Automatic Data Processing, Inc | 3.76% | Reduce -0.5% | 1,971,675 | $492.41M | $249.74 | |
| 12 | SBUX | Starbucks Corp | 3.37% | Reduce -0.3% | 4,829,984 | $441.41M | $91.39 | |
| 13 | NKE | Nike Inc | 3.29% | Reduce -5.7% | 4,578,359 | $430.27M | $93.98 | |
| 14 | EFX | Equifax Inc | 3.14% | Reduce -0.8% | 1,536,866 | $411.14M | $267.52 | |
| 15 | TXN | Texas Instruments Inc | 2.97% | Reduce -0.0% | 2,230,211 | $388.53M | $174.21 | |
| 16 | KLAC | KLA Corporation | 2.93% | Add +0.0% | 548,990 | $383.51M | $698.57 | |
| 17 | PG | Procter & Gamble Co | 2.89% | Reduce -0.6% | 2,335,188 | $378.88M | $162.25 | |
| 18 | WM | Waste Management | 2.81% | Reduce -0.5% | 1,725,604 | $367.81M | $213.15 | |
| 19 | BR | Broadridge Financial Solutions | 2.78% | Reduce -0.3% | 1,776,877 | $364.01M | $204.86 | |
| 20 | APH | Amphenol Corp | 2.62% | Reduce -11.6% | 2,976,597 | $343.35M | $115.35 | |
| 21 | HD | Home Depot Inc. | 2.50% | Reduce -18.7% | 851,908 | $326.79M | $383.60 | |
| 22 | JNJ | Johnson & Johnson | 2.44% | Reduce -4.1% | 2,018,153 | $319.25M | $158.19 | |
| 23 | ZTS | Zoetis, Inc. | 2.03% | New | 1,570,349 | $265.72M | $169.21 | |
| 24 | VRSK | Verisk Analytics Inc | 1.62% | Reduce -0.1% | 900,115 | $212.18M | $235.73 | |
| 25 | BALL | Ball Corporation | 1.56% | Reduce -0.5% | 3,037,277 | $204.59M | $67.36 | |
| 26 | MCD | McDonald's Corp. | 0.93% | New | 431,362 | $121.62M | $281.95 | |
| 27 | MCO | Moody's Corp. | 0.54% | Reduce -58.0% | 179,101 | $70.39M | $393.03 | |
| 28 | ADBE | Adobe Systems, Inc. | 0.17% | Reduce -0.1% | 44,162 | $22.28M | $504.60 | |
| 29 | ORCL | Oracle Corp | 0.15% | - | 152,060 | $19.1M | $125.61 | |
| 30 | WAT | Waters Corp | 0.14% | Reduce -7.3% | 54,342 | $18.71M | $344.23 | |
| 31 | ECL | Ecolab Inc | 0.12% | Reduce -0.6% | 70,426 | $16.26M | $230.90 | |
| 32 | ABT | Abbott Labs | 0.09% | Reduce -0.0% | 103,378 | $11.75M | $113.66 | |
| 33 | BDX | Becton Dickinson & Co. | 0.08% | Reduce -12.9% | 43,701 | $10.81M | $247.45 | |
| 34 | EMR | Emerson Elec Co | 0.08% | - | 93,920 | $10.65M | $113.42 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.07% | Reduce -0.6% | 130,260 | $9.55M | $73.29 | |
| 36 | CL | Colgate Palmolive Co | 0.07% | Reduce -0.8% | 97,759 | $8.8M | $90.05 | |
| 37 | GIS | General Mills Inc. | 0.07% | - | 123,295 | $8.63M | $69.97 | |
| 38 | EHC | Encompass Health Corp | 0.06% | Reduce -4.7% | 100,540 | $8.3M | $82.58 | |
| 39 | OMC | Omnicom Group Inc | 0.06% | Reduce -1.1% | 82,741 | $8.01M | $96.76 | |
| 40 | CPRT | Copart Inc. (DE) | 0.06% | - | 137,810 | $7.98M | $57.92 | |
| 41 | KO | Coca-Cola Company | 0.06% | Reduce -0.8% | 126,228 | $7.72M | $61.18 | |
| 42 | CCK | Crown Holdings Inc. | 0.06% | Add +11.8% | 91,228 | $7.23M | $79.26 | |
| 43 | LH | Laboratory Corp of America | 0.05% | Reduce -1.3% | 32,300 | $7.06M | $218.46 | |
| 44 | LII | Lennox International Inc. | 0.05% | Reduce -7.2% | 14,080 | $6.88M | $488.76 | |
| 45 | GPC | Genuine Parts Company | 0.05% | - | 44,370 | $6.87M | $154.93 | |
| 46 | KR | Kroger Company | 0.05% | Reduce -12.9% | 120,180 | $6.87M | $57.13 | |
| 47 | TSCO | Tractor Supply Co | 0.05% | - | 26,200 | $6.86M | $261.72 | |
| 48 | CRL | Charles River Laboratories | 0.05% | Reduce -7.3% | 23,680 | $6.42M | $270.95 | |
| 49 | BBY | Best Buy Co. Inc. | 0.05% | Add +13.6% | 76,455 | $6.27M | $82.03 | |
| 50 | G | Genpact Limited | 0.04% | Add +16.7% | 178,575 | $5.88M | $32.95 | |
| 51 | CHD | Church & Dwight Co Inc | 0.04% | - | 56,010 | $5.84M | $104.31 | |
| 52 | K | Kellanova | 0.04% | New | 100,447 | $5.75M | No quote | No quote |
| 53 | GNTX | Gentex Corporation | 0.04% | - | 154,820 | $5.59M | $36.12 | |
| 54 | CPB | Campbell Soup Company | 0.04% | Add +16.8% | 120,828 | $5.37M | $44.45 | |
| 55 | KEYS | Keysight Technologies, Inc. | 0.04% | - | 31,850 | $4.98M | $156.38 | |
| 56 | MCHP | Microchip Technology Inc | 0.04% | Reduce -24.4% | 55,080 | $4.94M | $89.71 | |
| 57 | MANH | Manhattan Associates, Inc. | 0.04% | Reduce -18.8% | 19,530 | $4.89M | $250.23 | |
| 58 | FDS | FactSet Research Systems Inc. | 0.04% | - | 10,750 | $4.88M | $454.39 | |
| 59 | LEVI | Levi Strauss & Co | 0.04% | Reduce -7.9% | 238,140 | $4.76M | $19.99 | |
| 60 | ULTA | Ulta Beauty, Inc. | 0.03% | Add +7.3% | 8,270 | $4.32M | $522.88 | |
| 61 | CLX | Clorox Company | 0.03% | - | 28,215 | $4.32M | $153.11 | |
| 62 | FFIV | F5 Networks Inc. | 0.03% | - | 22,750 | $4.31M | $189.59 | |
| 63 | DCI | Donaldson Co. Inc. | 0.03% | - | 56,760 | $4.24M | $74.68 | |
| 64 | WSM | Williams Sonoma Inc | 0.03% | Reduce -27.3% | 13,340 | $4.24M | No quote | No quote |
| 65 | BAH | Booz Allen Hamilton Holding Co | 0.03% | Add +74.0% | 28,380 | $4.21M | $148.44 | |
| 66 | ABBV | AbbVie Inc. | 0.03% | Reduce -0.0% | 22,227 | $4.05M | $182.10 | |
| 67 | TROW | T Rowe Price Group Inc | 0.03% | Reduce -0.5% | 32,186 | $3.92M | $121.92 | |
| 68 | MMS | MAXIMUS, Inc. | 0.03% | Add +45.8% | 44,220 | $3.71M | No quote | No quote |
| 69 | TECH | Techne Corp | 0.03% | - | 52,060 | $3.66M | $70.39 | |
| 70 | UPS | United Parcel Svc Cl B | 0.03% | Reduce -40.7% | 23,914 | $3.55M | $148.63 | |
| 71 | TTC | Toro Company | 0.03% | - | 38,740 | $3.55M | $91.63 | |
| 72 | CBRE | CBRE Group Inc. | 0.03% | - | 35,770 | $3.48M | $97.24 | |
| 73 | MSCI | MSCI, Inc. | 0.03% | New | 6,130 | $3.44M | $560.45 | |
| 74 | URI | United Rentals, Inc. | 0.03% | Reduce -37.1% | 4,650 | $3.35M | $721.11 | |
| 75 | POOL | Pool Corporation | 0.03% | - | 8,240 | $3.32M | $403.50 | |
| 76 | MMM | 3M Co. | 0.02% | Reduce -4.7% | 29,380 | $3.12M | $106.07 | |
| 77 | TJX | TJX Companies Inc | 0.02% | Reduce -42.8% | 29,355 | $2.98M | $101.42 | |
| 78 | TSM | Taiwan Semiconductor Manuf ADR | 0.02% | Add +10.3% | 20,040 | $2.73M | $136.05 | |
| 79 | AON | AON plc Registered Shs | 0.02% | Add +40.5% | 7,500 | $2.5M | $333.72 | |
| 80 | ON | ON Semiconductor Corp | 0.02% | New | 31,030 | $2.28M | $73.55 | |
| 81 | RTX | Raytheon Technologies Corp | 0.02% | Reduce -1.6% | 20,720 | $2.02M | $97.53 | |
| 82 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.43M | $54.23 | |
| 83 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.21M | $122.80 | |
| 84 | LIN | Linde plc | 0.01% | - | 1,505 | $698.8K | $464.32 | |
| 87 | PFE | Pfizer Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 86 | K | Kellanova | - | Sold | 0 | $0 | No quote | No quote |
| 85 | CDNS | Cadence Design Systems, Inc. | - | Sold | 0 | $0 | No quote | No quote |