JNJ
Johnson & Johnson
14 super-investors hold JNJ worth a combined $1.21B. The largest position: Tweedy Browne at 4.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 45 — ranked #73 of 724 scored stocks.
Why super-investors own JNJ
Fourteen members of the cohort hold JNJ, with combined exposure of $1.2B — a figure anchored by Yacktman Asset Management's $305M position and Thomas Gayner's $149M stake, both reflecting the stock's appeal to managers who favor durable, cash-generative franchises. Tweedy Browne carries the highest concentration at 4.3% of portfolio, signaling genuine conviction rather than passive index-like exposure. Activity in 2026Q1 was minimal: Thomas Russo added to an existing position, and no manager started or exited. The cohort owner count history — bouncing between one and two for several quarters before recovering to fourteen — suggests the current broad ownership is a relatively recent phenomenon, though the stability this quarter implies neither accelerating enthusiasm nor meaningful fading of interest.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How 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 | 0.3% | 38q | $472M | 1,930,976 |
| 2 | Yacktman Asset Management | 4.1% | 40q | $305M | 1,249,409 |
| 3 | Thomas Gayner | 1.3% | 40q | $149M | 610,800 |
| 4 | Mairs & Power Funds | 1.4% | 40q | $141M | 577,590 |
| 5 | Tweedy Browne | 4.3% | 40q | $54M | 219,490 |
| 6 | Richard Pzena | 0.2% | 24q | $50M | 203,965 |
| 7 | Prem Watsa | 0.9% | 40q | $18M | 73,400 |
| 8 | John Rogers | 0.1% | 40q | $10M | 40,553 |
| 9 | Robert Olstein | 1.3% | 28q | $6M | 24,500 |
| 10 | Dodge & Cox Funds | <0.1% | 40q | $5M | 20,947 |
| 11 | Jensen Investment Management | <0.1% | 40q | $2M | 9,767 |
| 12 | Torray Funds | 0.1% | 40q | $1M | 4,141 |
| 13 | David Katz | <0.1% | 40q | $396K | 1,622 |
| 14 | Thomas Russo | <0.1% | 6q | $319K | 1,304 |
- 1Joel Greenblattport0.3%val$472M1,930,976 sh·38q held
- 2Yacktman Asset Managementport4.1%val$305M1,249,409 sh·40q held
- 3Thomas Gaynerport1.3%val$149M610,800 sh·40q held
- 4Mairs & Power Fundsport1.4%val$141M577,590 sh·40q held
- 5Tweedy Browneport4.3%val$54M219,490 sh·40q held
- 6Richard Pzenaport0.2%val$50M203,965 sh·24q held
- 7Prem Watsaport0.9%val$18M73,400 sh·40q held
- 8John Rogersport0.1%val$10M40,553 sh·40q held
- 9Robert Olsteinport1.3%val$6M24,500 sh·28q held
- 10Dodge & Cox Fundsport<0.1%val$5M20,947 sh·40q held
- 11Jensen Investment Managementport<0.1%val$2M9,767 sh·40q held
- 12Torray Fundsport0.1%val$1M4,141 sh·40q held
- 13David Katzport<0.1%val$396K1,622 sh·40q held
- 14Thomas Russoport<0.1%val$319K1,304 sh·6q held
Owners of JNJ also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Thomas Russo | ADD | <0.1% | +34% | $319K | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 478160104. Not investment advice.