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Jensen — 13F History

Jensen Investment Management IncCIK 0001106129Form 13F-HR on EDGAR
Portfolio value$4.1B
Positions83
QuarterQ2 2026ended 2026-06-30
Filed08/072026

Every 13F on file since Q2 2013: what Jensen bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q1 2026$5.1B · 84 stocks · filed May 5, 2026
0 bought16 added51 reduced5 sold
Q4 2025$6.4B · 89 stocks · filed Feb 11, 2026
7 bought6 added64 reduced5 sold
Q3 2025$8.1B · 87 stocks · filed Nov 6, 2025
5 bought22 added49 reduced1 sold
Q2 2025$8.5B · 83 stocks · filed Aug 8, 2025
3 bought15 added48 reduced4 sold
Q1 2025$9.0B · 84 stocks · filed May 9, 2025
1 bought6 added66 reduced2 sold
Q4 2024$11.0B · 85 stocks · filed Feb 10, 2025
3 bought14 added45 reduced5 sold
Q3 2024$12.0B · 87 stocks · filed Nov 4, 2024
1 bought24 added42 reduced1 sold
Q2 2024$12.2B · 87 stocks · filed Aug 5, 2024
6 bought15 added39 reduced3 sold
Q1 2024$13.1B · 84 stocks · filed May 7, 2024
5 bought11 added48 reduced3 sold
Q4 2023$13.2B · 82 stocks · filed Feb 12, 2024
2 bought13 added47 reduced3 sold
Q3 2023$12.7B · 83 stocks · filed Nov 7, 2023
1 bought28 added46 reduced0 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.