JNJ
Johnson & Johnson
14 of the 83 super-investors we track hold JNJ, worth a combined $1.06B per their latest 13F filings. The largest position: Yacktman Asset Management at 4.0% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 45 of 100 (how strongly the cohort backs it) — ranked #74 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own JNJ
JNJ is held by 14 super-investors in our cohort, with a combined position value of $1.1B. The highest-conviction owner is Yacktman Asset Management at 4.0% of their portfolio. This quarter the cohort registered 1 new positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (14) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 38q | $381M | 1,500,832 |
| 2 | Yacktman Asset Management | 4.0% | 40q | $320M | 1,259,977 |
| 3 | Thomas Gayner | 1.2% | 40q | $155M | 610,800 |
| 4 | Mairs & Power Funds | 1.0% | 40q | $107M | 423,010 |
| 5 | Tweedy Browne | 3.9% | 40q | $51M | 201,644 |
| 6 | Prem Watsa | 0.7% | 40q | $19M | 73,400 |
| 7 | John Rogers | 0.1% | 40q | $9M | 35,393 |
| 8 | Robert Olstein | 1.3% | 28q | $6M | 24,500 |
| 9 | Dodge & Cox Funds | <0.1% | 40q | $5M | 20,947 |
| 10 | Jensen Investment Management | 0.1% | 40q | $2M | 8,797 |
| 11 | Torray Funds | 0.1% | 40q | $1M | 4,141 |
| 12 | David Katz | <0.1% | 40q | $412K | 1,622 |
| 13 | Thomas Russo | <0.1% | 6q | $282K | 1,112 |
| 14 | Christopher Bloomstran | <0.1% | 4q | $202K | 794 |
- 1Joel Greenblattport0.2%val$381M1,500,832 sh·38q held
- 2Yacktman Asset Managementport4.0%val$320M1,259,977 sh·40q held
- 3Thomas Gaynerport1.2%val$155M610,800 sh·40q held
- 4Mairs & Power Fundsport1.0%val$107M423,010 sh·40q held
- 5Tweedy Browneport3.9%val$51M201,644 sh·40q held
- 6Prem Watsaport0.7%val$19M73,400 sh·40q held
- 7John Rogersport0.1%val$9M35,393 sh·40q held
- 8Robert Olsteinport1.3%val$6M24,500 sh·28q held
- 9Dodge & Cox Fundsport<0.1%val$5M20,947 sh·40q held
- 10Jensen Investment Managementport0.1%val$2M8,797 sh·40q held
- 11Torray Fundsport0.1%val$1M4,141 sh·40q held
- 12David Katzport<0.1%val$412K1,622 sh·40q held
- 13Thomas Russoport<0.1%val$282K1,112 sh·6q held
- 14Christopher Bloomstranport<0.1%val$202K794 sh·4q held
Owners of JNJ also hold
Congress is trading JNJ
Congress tracker →- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-06-29
- Lloyd Doggettbought$1,001 - $15,000 · 2026-06-09
- Thomas H. Kean Jrsold$1,001 - $15,000 · 2026-06-02
- Rohit Khannasold$1,001 - $15,000 · 2026-05-01
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | NEW | <0.1% | +100% | $202K | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 478160104. Not investment advice.