What Jensen Investment Management bought and sold in Q4 2025
In Q4 2025, Jensen Investment Management (Jensen Investment Management) opened 6 new positions — including AMZN (4.1%), MSI (1.1%), AVGO (1.0%), added to 1, trimmed 28, exited 5 (ZTS, UPS, BMY). The book stood at $6.36B across 89 positions, filed Feb 11, 2026.
6New1Added28Trimmed5Exited
New positions (6)
Added to (1)
Trimmed (28)
- LLYEli Lilly & CO-46% shares · 4.2% · $268M
- SYKStryker Corp-40% shares · 4.0% · $257M
- ABTAbbott Laboratories-22% shares · 3.7% · $235M
- KLACKla Corp-28% shares · 3.6% · $230M
- MRSHMarsh & Mclennan Cos-55% shares · 3.2% · $201M
- INTUIntuit Inc-49% shares · 2.8% · $181M
- BRBroadridge Financial Solutio-30% shares · 2.7% · $172M
- ADPAutomatic Data Processing-31% shares · 2.6% · $163M
- CPRTCopart Inc-59% shares · 1.3% · $85M
- VEEVVeeva Systems Inc-class A-25% shares · 1.1% · $69M
- APHAmphenol Corp-cl A-73% shares · 0.5% · $31M
- ACNAccenture Plc Class A-79% shares · 0.3% · $18M
- ADBEAdobe Inc-21% shares · 0.2% · $12M
- KEYSKeysight Technologies IN-22% shares · 0.1% · $6M
- ROSTRoss Stores Inc-30% shares · 0.1% · $5M
- DCIDonaldson CO Inc-37% shares · 0.1% · $4M
- OMCOmnicom Group-55% shares · <0.1% · $3M
- ABBVAbbvie Inc-39% shares · <0.1% · $3M
- FICOFair Isaac Corp-23% shares · <0.1% · $2M
- HO1Hologic Inc-54% shares · <0.1% · $2M
- JNJJohnson & Johnson-65% shares · <0.1% · $2M
- URIUnited Rentals Inc-28% shares · <0.1% · $2M
- BAHBooz Allen Hamilton Holdings-55% shares · <0.1% · $1M
- ONON Semiconductor-48% shares · <0.1% · $1M
- HDHome Depot Inc-67% shares · <0.1% · $859K
- CPBThe Campbell's Company-61% shares · <0.1% · $876K
- GISGeneral Mills Inc-84% shares · <0.1% · $830K
- LULULululemon Athletica Inc-52% shares · <0.1% · $815K
Exited (5)
Jensen Investment Management's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.