13F Insight
DOSSIER · 13F-HR · Q2 2026

JENSEN INVESTMENT MANAGEMENT INC

$4.1B in tracked AUM across 83 positions as of Q2 2026.

JI
CIK 0001106129 · last filed Jun 30, 2026
Total AUM
$4.1B
as of Q2 2026
Holdings
83
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

JENSEN INVESTMENT MANAGEMENT INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
Alphabet Inc Cap Stk Cl A
$285M797K6.9%02
MSFT
Microsoft Corp
$275M737K6.7%03
AMZN
Amazon.com Inc.
$251M1.1M6.1%04
AAPL
Apple, Inc.
$249M861K6.0%05
NVDA
NVIDIA Corp
$240M1.2M5.8%06
KLAC
KLA Corporation
$238M790K5.8%07
SYK
Stryker Corp
$186M590K4.5%08
SHW
Sherwin-Williams Co
$186M539K4.5%09
LLY
Eli Lilly & Co.
$184M154K4.5%10
MA
Mastercard Inc
$179M348K4.3%

Filing history

2026Q2Jun 30
$4.1B▼ 18.7%
83 positionsView →2026Q1Mar 31
$5.1B▼ 20.2%
84 positionsView →2025Q4Dec 31
$6.4B▼ 21.1%
89 positionsView →2025Q3Sep 30
$8.1B▼ 5.5%
87 positionsView →2025Q2Jun 30
$8.5B▼ 5.7%
83 positionsLocked2025Q1Mar 31
$9.0B▼ 18.2%
84 positionsLocked2024Q4Dec 31
$11.0B▼ 7.6%
85 positionsLocked2024Q3Sep 30
$12.0B▼ 2.1%
87 positionsLocked2024Q2Jun 30
$12.2B▼ 6.7%
87 positionsLocked2024Q1Mar 31
$13.1B▼ 0.8%
84 positionsLocked2023Q4Dec 31
$13.2B▲ 4.3%
82 positionsLocked2023Q3Sep 30
$12.7B▼ 7.1%
83 positionsLocked
Showing 12 of 100