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 2026-05-07 from SEC 13F data.
Live quotes available for 82 of 86 rows. Rows without a quote are marked unavailable.
| 1 | MSFT | Microsoft Corp | 7.38% | Reduce -13.5% | 1,777,503 | $667.26M | $375.39 | |
| 2 | MMC | Marsh & McLennan Company Inc | 7.10% | Reduce -13.5% | 2,629,686 | $641.72M | No quote | No quote |
| 3 | AAPL | Apple, Inc. | 6.94% | Reduce -15.1% | 2,826,376 | $627.82M | $222.13 | |
| 4 | ACN | Accenture plc Class A | 6.33% | Reduce -19.6% | 1,835,563 | $572.77M | $312.04 | |
| 5 | SYK | Stryker Corp | 6.25% | Reduce -13.9% | 1,517,463 | $564.88M | $372.25 | |
| 6 | INTU | Intuit Inc. | 5.63% | Reduce -14.6% | 829,379 | $509.23M | $613.99 | |
| 7 | GOOGL | Alphabet Inc Cap Stk Cl A | 4.74% | Reduce -14.2% | 2,771,379 | $428.57M | $154.64 | |
| 8 | ADP | Automatic Data Processing, Inc | 4.34% | Reduce -22.7% | 1,283,564 | $392.17M | $305.53 | |
| 9 | MA | Mastercard Inc | 4.18% | Reduce -26.8% | 688,859 | $377.58M | $548.12 | |
| 10 | BR | Broadridge Financial Solutions | 3.72% | Reduce -14.5% | 1,386,609 | $336.2M | $242.46 | |
| 11 | UNH | Unitedhealth Group Inc | 3.52% | Reduce -15.2% | 607,378 | $318.11M | $523.75 | |
| 12 | KLAC | KLA Corporation | 3.43% | Reduce -14.6% | 456,126 | $310.07M | $679.80 | |
| 13 | ZTS | Zoetis, Inc. | 3.32% | Reduce -14.2% | 1,821,403 | $299.89M | $164.65 | |
| 14 | WM | Waste Management | 3.26% | Reduce -14.0% | 1,274,581 | $295.08M | $231.51 | |
| 15 | EFX | Equifax Inc | 2.87% | Reduce -13.4% | 1,066,437 | $259.74M | $243.56 | |
| 16 | PG | Procter & Gamble Co | 2.81% | Reduce -13.7% | 1,491,809 | $254.23M | $170.42 | |
| 17 | CPRT | Copart Inc. | 2.39% | Add +8.7% | 3,812,090 | $215.73M | $56.59 | |
| 18 | TXN | Texas Instruments Inc | 2.33% | Reduce -36.0% | 1,174,106 | $210.99M | $179.70 | |
| 19 | SHW | Sherwin-Williams Co | 2.25% | Add +8.9% | 581,472 | $203.04M | $349.19 | |
| 20 | ABT | Abbott Labs | 2.00% | Add +1221.2% | 1,365,785 | $181.17M | $132.65 | |
| 21 | APH | Amphenol Corp | 1.83% | Reduce -0.1% | 2,517,591 | $165.13M | $65.59 | |
| 22 | MCD | McDonald's Corp. | 1.80% | Reduce -14.6% | 520,282 | $162.52M | $312.37 | |
| 23 | PEP | PepsiCo Inc. | 1.78% | Reduce -58.0% | 1,071,955 | $160.73M | $149.94 | |
| 24 | NKE | Nike Inc | 1.61% | Reduce -32.1% | 2,300,636 | $146.04M | $63.48 | |
| 25 | CDNS | Cadence Design Systems, Inc. | 1.54% | Add +29.9% | 547,156 | $139.16M | $254.33 | |
| 26 | HD | Home Depot Inc. | 1.22% | Reduce -37.6% | 302,128 | $110.73M | $366.49 | |
| 27 | JNJ | Johnson & Johnson | 1.13% | Reduce -60.0% | 614,750 | $101.95M | $165.84 | |
| 28 | VRSK | Verisk Analytics Inc | 1.08% | Reduce -33.6% | 329,275 | $98M | $297.62 | |
| 29 | ORCL | Oracle Corp | 0.23% | Reduce -0.2% | 147,089 | $20.56M | $139.81 | |
| 30 | ECL | Ecolab Inc | 0.19% | Reduce -0.9% | 68,986 | $17.49M | $253.52 | |
| 31 | ADBE | Adobe Systems, Inc. | 0.19% | - | 43,992 | $16.87M | $383.53 | |
| 32 | WAT | Waters Corp | 0.18% | Reduce -0.2% | 44,332 | $16.34M | $368.57 | |
| 33 | EMR | Emerson Elec Co | 0.11% | Reduce -0.9% | 92,600 | $10.15M | $109.64 | |
| 34 | CLX | Clorox Company | 0.11% | Reduce -4.7% | 67,185 | $9.89M | $147.25 | |
| 35 | CTSH | Cognizant Technology Solutions | 0.11% | Reduce -0.5% | 125,009 | $9.56M | $76.50 | |
| 36 | CL | Colgate Palmolive Co | 0.10% | - | 97,759 | $9.16M | $93.70 | |
| 37 | KO | Coca-Cola Company | 0.10% | Reduce -0.5% | 124,728 | $8.93M | $71.62 | |
| 38 | GIS | General Mills Inc. | 0.08% | Reduce -6.1% | 122,745 | $7.34M | $59.79 | |
| 39 | G | Genpact Limited | 0.08% | Reduce -27.0% | 142,735 | $7.19M | $50.38 | |
| 40 | EHC | Encompass Health Corp | 0.08% | Reduce -13.3% | 70,830 | $7.17M | $101.28 | |
| 41 | CCK | Crown Holdings Inc. | 0.07% | Reduce -15.6% | 75,418 | $6.73M | $89.26 | |
| 42 | LH | Labcorp Holdings, Inc. | 0.07% | Reduce -22.1% | 28,520 | $6.64M | $232.74 | |
| 43 | OMC | Omnicom Group Inc | 0.07% | Reduce -3.1% | 76,566 | $6.35M | $82.91 | |
| 44 | TSCO | Tractor Supply Co | 0.06% | Reduce -15.7% | 106,390 | $5.86M | $55.10 | |
| 45 | KR | Kroger Company | 0.06% | Reduce -30.1% | 84,340 | $5.71M | $67.69 | |
| 46 | CPB | Campbell Soup Company | 0.06% | Add +2.4% | 132,568 | $5.29M | $39.92 | |
| 47 | MSCI | MSCI, Inc. | 0.06% | Reduce -10.7% | 9,240 | $5.23M | $565.50 | |
| 48 | KEYS | Keysight Technologies, Inc. | 0.06% | Reduce -13.4% | 33,800 | $5.06M | $149.77 | |
| 49 | VEEV | Veeva Systems Inc. Class A | 0.06% | Reduce -13.3% | 21,851 | $5.06M | $231.63 | |
| 50 | CHD | Church & Dwight Co Inc | 0.06% | Reduce -18.6% | 45,580 | $5.02M | $110.09 | |
| 51 | ROST | Ross Stores Inc | 0.05% | Reduce -7.3% | 37,810 | $4.83M | $127.79 | |
| 52 | FDS | FactSet Research Systems Inc. | 0.05% | Reduce -13.3% | 10,400 | $4.73M | $454.64 | |
| 53 | ABBV | AbbVie Inc. | 0.05% | - | 22,227 | $4.66M | $209.52 | |
| 54 | DCI | Donaldson Co. Inc. | 0.05% | Reduce -13.4% | 66,810 | $4.48M | $67.06 | |
| 55 | MMM | 3M Co. | 0.05% | - | 27,840 | $4.09M | $146.86 | |
| 56 | FFIV | F5 Networks Inc. | 0.04% | Reduce -32.7% | 14,990 | $3.99M | $266.27 | |
| 57 | BAH | Booz Allen Hamilton Holding Co | 0.04% | Reduce -22.3% | 36,880 | $3.86M | $104.58 | |
| 58 | GNTX | Gentex Corporation | 0.04% | Reduce -9.7% | 161,540 | $3.76M | $23.30 | |
| 59 | APD | Air Products & Chemicals | 0.04% | Reduce -13.3% | 12,640 | $3.73M | $294.92 | |
| 60 | AON | AON plc Registered Shs | 0.04% | - | 8,830 | $3.52M | $399.09 | |
| 61 | BBY | Best Buy Co. Inc. | 0.04% | Reduce -16.7% | 47,375 | $3.49M | $73.61 | |
| 62 | IDXX | Idexx Laboratories Inc. | 0.04% | Reduce -9.2% | 8,190 | $3.44M | $419.95 | |
| 63 | TSM | Taiwan Semiconductor Manuf ADR | 0.04% | - | 20,538 | $3.41M | $166.00 | |
| 64 | TJX | TJX Companies Inc | 0.04% | Reduce -5.1% | 26,359 | $3.21M | $121.80 | |
| 65 | HOLX | Hologic Inc. | 0.04% | Add +1.1% | 51,330 | $3.17M | $61.77 | |
| 66 | GPC | Genuine Parts Company | 0.04% | Reduce -18.3% | 26,604 | $3.17M | $119.14 | |
| 67 | BDX | Becton Dickinson & Co. | 0.03% | Reduce -9.6% | 13,322 | $3.05M | $229.06 | |
| 68 | TROW | T Rowe Price Group Inc | 0.03% | - | 31,950 | $2.94M | $91.87 | |
| 69 | LEVI | Levi Strauss & Co | 0.03% | Reduce -13.3% | 184,800 | $2.88M | $15.59 | |
| 70 | TTC | Toro Company | 0.03% | Reduce -13.3% | 39,470 | $2.87M | $72.75 | |
| 71 | TECH | Techne Corp | 0.03% | Reduce -13.3% | 47,450 | $2.78M | $58.63 | |
| 72 | UPS | United Parcel Svc Cl B | 0.03% | Reduce -4.4% | 21,870 | $2.41M | $109.99 | |
| 73 | MANH | Manhattan Associates, Inc. | 0.03% | Reduce -13.4% | 13,880 | $2.4M | $173.04 | |
| 74 | RTX | Raytheon Technologies Corp | 0.03% | Reduce -0.5% | 17,676 | $2.34M | $132.46 | |
| 75 | ON | ON Semiconductor Corp | 0.02% | Reduce -13.4% | 41,450 | $1.69M | $40.69 | |
| 76 | URI | United Rentals, Inc. | 0.02% | New | 2,680 | $1.68M | $626.70 | |
| 77 | BMY | Bristol Myers Squibb Co. | 0.02% | - | 26,375 | $1.61M | $60.99 | |
| 78 | PAYX | Paychex Inc. | 0.02% | - | 9,830 | $1.52M | $154.28 | |
| 79 | MCHP | Microchip Technology Inc | 0.02% | Reduce -27.4% | 28,200 | $1.37M | $48.41 | |
| 80 | LII | Lennox International Inc. | 0.01% | Reduce -62.5% | 2,240 | $1.26M | $560.83 | |
| 81 | K | Kellanova | 0.01% | - | 11,432 | $943.03K | No quote | No quote |
| 82 | MAR | Marriott International Inc | 0.01% | - | 2,970 | $707.45K | $238.20 | |
| 83 | LIN | Linde plc | 0.01% | Reduce -4.0% | 1,445 | $672.85K | $465.64 | |
| 84 | SBUX | Starbucks Corp | 0.01% | Reduce -80.7% | 5,823 | $571.18K | $98.09 | |
| 86 | MMS | MAXIMUS, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 85 | BALL | Ball Corporation | - | Sold | 0 | $0 | No quote | No quote |