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 83 of 90 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 8.08% | Reduce -5.7% | 2,208,271 | $986.99M | $446.95 | |
| 2 | GOOGL | Alphabet Inc Cap Stk Cl A | 7.02% | Reduce -18.7% | 4,711,234 | $858.15M | $182.15 | |
| 3 | AAPL | Apple, Inc. | 6.69% | Reduce -0.4% | 3,884,083 | $818.07M | $210.62 | |
| 4 | ACN | Accenture plc Class A | 6.07% | Add +1.1% | 2,442,792 | $741.17M | $303.41 | |
| 5 | INTU | Intuit Inc. | 5.59% | Reduce -5.0% | 1,040,174 | $683.61M | $657.21 | |
| 6 | MMC | Marsh & McLennan Company Inc | 5.56% | Add +1.3% | 3,226,258 | $679.84M | No quote | No quote |
| 7 | SYK | Stryker Corp | 5.44% | Reduce -7.6% | 1,954,455 | $665M | $340.25 | |
| 8 | UNH | Unitedhealth Group Inc | 4.03% | Reduce -29.0% | 966,191 | $492.04M | $509.26 | |
| 9 | KLAC | KLA Corporation | 3.85% | Add +4.0% | 571,035 | $470.82M | $824.51 | |
| 10 | PEP | PepsiCo Inc. | 3.70% | Reduce -11.9% | 2,738,711 | $451.7M | $164.93 | |
| 11 | MA | Mastercard Inc | 3.65% | Reduce -3.7% | 1,010,206 | $445.66M | $441.16 | |
| 12 | ADP | Automatic Data Processing, Inc | 3.62% | Reduce -6.0% | 1,854,410 | $442.63M | $238.69 | |
| 13 | TXN | Texas Instruments Inc | 3.46% | Reduce -2.5% | 2,173,826 | $422.87M | $194.53 | |
| 14 | EFX | Equifax Inc | 2.99% | Reduce -2.0% | 1,505,501 | $365.02M | $242.46 | |
| 15 | BR | Broadridge Financial Solutions | 2.80% | Reduce -2.2% | 1,738,280 | $342.44M | $197.00 | |
| 16 | ZTS | Zoetis, Inc. | 2.79% | Add +25.2% | 1,965,541 | $340.75M | $173.36 | |
| 17 | WM | Waste Management | 2.78% | Reduce -7.8% | 1,591,789 | $339.59M | $213.34 | |
| 18 | PG | Procter & Gamble Co | 2.68% | Reduce -15.1% | 1,983,663 | $327.15M | $164.92 | |
| 19 | SBUX | Starbucks Corp | 2.33% | Reduce -24.4% | 3,653,969 | $284.46M | $77.85 | |
| 20 | NKE | Nike Inc | 2.27% | Reduce -19.5% | 3,686,612 | $277.86M | $75.37 | |
| 21 | JNJ | Johnson & Johnson | 2.27% | Reduce -5.9% | 1,898,839 | $277.53M | $146.16 | |
| 22 | APH | Amphenol Corp | 2.19% | Reduce -33.4%2:1 split | 3,967,544 | $267.29M | $67.37 | |
| 23 | VRSK | Verisk Analytics Inc | 1.87% | Reduce -5.8% | 847,900 | $228.55M | $269.55 | |
| 24 | HD | Home Depot Inc. | 1.46% | Reduce -39.1% | 519,179 | $178.72M | $344.24 | |
| 25 | SHW | Sherwin-Williams Co | 1.39% | New | 568,878 | $169.77M | $298.43 | |
| 26 | MCD | McDonald's Corp. | 1.37% | Add +51.8% | 654,925 | $166.9M | $254.84 | |
| 27 | BALL | Ball Corporation | 1.23% | Reduce -17.3% | 2,512,921 | $150.83M | $60.02 | |
| 28 | ADBE | Adobe Systems, Inc. | 0.20% | - | 44,162 | $24.53M | $555.54 | |
| 29 | ORCL | Oracle Corp | 0.17% | Reduce -2.0% | 149,084 | $21.05M | $141.20 | |
| 30 | ECL | Ecolab Inc | 0.14% | - | 70,426 | $16.76M | $238.00 | |
| 31 | WAT | Waters Corp | 0.12% | Reduce -9.2% | 49,342 | $14.32M | $290.12 | |
| 32 | ABT | Abbott Labs | 0.09% | - | 103,378 | $10.74M | $103.91 | |
| 33 | EMR | Emerson Elec Co | 0.08% | - | 93,920 | $10.35M | $110.16 | |
| 34 | CL | Colgate Palmolive Co | 0.08% | - | 97,759 | $9.49M | $97.04 | |
| 35 | BDX | Becton Dickinson & Co. | 0.08% | Reduce -8.1% | 40,167 | $9.39M | $233.71 | |
| 36 | CTSH | Cognizant Technology Solutions | 0.07% | Reduce -3.5% | 125,664 | $8.55M | $68.00 | |
| 37 | EHC | Encompass Health Corp | 0.07% | Reduce -6.1% | 94,410 | $8.1M | $85.79 | |
| 38 | KO | Coca-Cola Company | 0.07% | - | 126,228 | $8.03M | $63.65 | |
| 39 | GIS | General Mills Inc. | 0.06% | - | 123,295 | $7.8M | $63.26 | |
| 40 | CPRT | Copart Inc. (DE) | 0.06% | - | 137,810 | $7.46M | $54.16 | |
| 41 | LH | Labcorp Holdings, Inc. | 0.06% | New | 35,690 | $7.26M | $203.51 | |
| 42 | OMC | Omnicom Group Inc | 0.06% | Reduce -3.9% | 79,541 | $7.13M | $89.70 | |
| 43 | CCK | Crown Holdings Inc. | 0.06% | Add +2.6% | 93,638 | $6.97M | $74.39 | |
| 44 | TSCO | Tractor Supply Co | 0.05% | Reduce -6.6% | 24,460 | $6.6M | $270.00 | |
| 45 | LII | Lennox International Inc. | 0.05% | Reduce -16.4% | 11,770 | $6.3M | $534.98 | |
| 46 | KR | Kroger Company | 0.05% | Add +0.4% | 120,630 | $6.02M | $49.93 | |
| 47 | GPC | Genuine Parts Company | 0.05% | Reduce -4.0% | 42,590 | $5.89M | $138.32 | |
| 48 | CHD | Church & Dwight Co Inc | 0.05% | - | 56,010 | $5.81M | $103.68 | |
| 49 | K | Kellanova | 0.05% | - | 100,447 | $5.79M | No quote | No quote |
| 50 | G | Genpact Limited | 0.05% | - | 178,575 | $5.75M | $32.19 | |
| 51 | BBY | Best Buy Co. Inc. | 0.04% | Reduce -15.0% | 64,955 | $5.48M | $84.29 | |
| 52 | CPB | Campbell Soup Company | 0.04% | - | 120,828 | $5.46M | $45.19 | |
| 53 | GNTX | Gentex Corporation | 0.04% | - | 154,820 | $5.22M | $33.71 | |
| 54 | MANH | Manhattan Associates, Inc. | 0.04% | - | 19,530 | $4.82M | $246.68 | |
| 55 | BAH | Booz Allen Hamilton Holding Co | 0.04% | Add +8.9% | 30,900 | $4.76M | $153.90 | |
| 56 | KEYS | Keysight Technologies, Inc. | 0.04% | Add +8.8% | 34,650 | $4.74M | $136.75 | |
| 57 | FFIV | F5 Networks Inc. | 0.04% | Add +18.1% | 26,860 | $4.63M | $172.23 | |
| 58 | MCHP | Microchip Technology Inc | 0.04% | Reduce -10.3% | 49,430 | $4.52M | $91.50 | |
| 59 | MSCI | MSCI, Inc. | 0.04% | Add +51.2% | 9,270 | $4.47M | $481.75 | |
| 60 | FDS | FactSet Research Systems Inc. | 0.04% | - | 10,750 | $4.39M | $408.27 | |
| 61 | DCI | Donaldson Co. Inc. | 0.03% | - | 56,760 | $4.06M | $71.56 | |
| 62 | VEEV | Veeva Systems Inc. Class A | 0.03% | New | 21,230 | $3.89M | $183.01 | |
| 63 | CLX | Clorox Company | 0.03% | - | 28,215 | $3.85M | $136.47 | |
| 64 | ABBV | AbbVie Inc. | 0.03% | - | 22,227 | $3.81M | $171.52 | |
| 65 | MMS | MAXIMUS, Inc. | 0.03% | - | 44,220 | $3.79M | No quote | No quote |
| 66 | TECH | Techne Corp | 0.03% | - | 52,060 | $3.73M | $71.65 | |
| 67 | ULTA | Ulta Beauty, Inc. | 0.03% | Add +16.2% | 9,610 | $3.71M | $385.87 | |
| 68 | TROW | T Rowe Price Group Inc | 0.03% | Reduce -0.7% | 31,950 | $3.68M | $115.31 | |
| 69 | TTC | Toro Company | 0.03% | - | 38,740 | $3.62M | $93.51 | |
| 70 | TSM | Taiwan Semiconductor Manuf ADR | 0.03% | Add +1.6% | 20,368 | $3.54M | $173.81 | |
| 71 | WSM | Williams Sonoma Inc | 0.03% | Reduce -12.0% | 11,740 | $3.32M | No quote | No quote |
| 72 | CRL | Charles River Laboratories | 0.03% | Reduce -32.8% | 15,910 | $3.29M | $206.58 | |
| 73 | UPS | United Parcel Svc Cl B | 0.03% | Reduce -0.4% | 23,814 | $3.26M | $136.85 | |
| 74 | TJX | TJX Companies Inc | 0.03% | - | 29,355 | $3.23M | $110.10 | |
| 75 | URI | United Rentals, Inc. | 0.02% | - | 4,650 | $3.01M | $646.73 | |
| 76 | LEVI | Levi Strauss & Co | 0.02% | Reduce -38.0% | 147,630 | $2.85M | $19.28 | |
| 77 | MMM | 3M Co. | 0.02% | Reduce -20.8%1.196:1 split | 27,840 | $2.84M | $102.19 | |
| 78 | AON | AON plc Registered Shs | 0.02% | Add +16.8% | 8,760 | $2.57M | $293.58 | |
| 79 | POOL | Pool Corporation | 0.02% | - | 8,240 | $2.53M | $307.33 | |
| 80 | IDXX | Idexx Laboratories Inc. | 0.02% | New | 5,120 | $2.49M | $487.20 | |
| 81 | ON | ON Semiconductor Corp | 0.02% | Add +9.2% | 33,890 | $2.32M | $68.55 | |
| 82 | APD | Air Products & Chemicals | 0.02% | New | 7,980 | $2.06M | $258.05 | |
| 83 | RTX | Raytheon Technologies Corp | 0.01% | Reduce -14.3% | 17,756 | $1.78M | $100.39 | |
| 84 | PAYX | Paychex Inc. | 0.01% | - | 9,830 | $1.17M | $118.56 | |
| 85 | BMY | Bristol Myers Squibb Co. | 0.01% | - | 26,375 | $1.1M | $41.53 | |
| 86 | LIN | Linde plc | 0.01% | - | 1,505 | $660.41K | $438.81 | |
| 87 | SOLV | Solventum Corp. | 0.00% | New | 6,635 | $350.86K | $52.88 | |
| 90 | MCO | Moody's Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 89 | LH | Laboratory Corp of America | - | Sold | 0 | $0 | No quote | No quote |
| 88 | CBRE | CBRE Group Inc. | - | Sold | 0 | $0 | No quote | No quote |