What Jensen Investment Management Bought in Q3 2025
Jensen Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$8.06B
Total Value
87
Holdings
5
New Buys
37
Reduced
In Q3 2025, Jensen Investment Management reported 87 long equity positions worth $8.06B in their Jensen Investment Management 13F filing, including 5 new positions (largest: Nordson Corporation at $2.7M) and 34 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | 1519446 | $787.0M | 9.77% | -3.2% |
| 2 | AAPL | Apple, Inc. | 2303255 | $586.5M | 7.28% | -0.6% |
| 3 | MRSH | Marsh & McLennan Companies Inc | 2406645 | $485.0M | 6.02% | -0.7% |
| 4 | SYK | Stryker Corp | 1220050 | $451.0M | 5.60% | -13.9% |
| 5 | GOOGL | Alphabet Inc Cap Stk Cl A | 1791309 | $435.5M | 5.40% | -24.6% |
| 6 | NVDA | NVIDIA Corp | 2160264 | $403.1M | 5.00% | +23.6% |
| 7 | INTU | Intuit Inc. | 536978 | $366.7M | 4.55% | -14.6% |
| 8 | LLY | Eli Lilly & Co. | 463739 | $353.8M | 4.39% | +124.4% |
| 9 | MA | Mastercard Inc | 581527 | $330.8M | 4.10% | -6.4% |
| 10 | ABT | Abbott Labs | 2409429 | $322.7M | 4.00% | +1.3% |
| 11 | META | Meta Platforms, Inc. Class A | 399933 | $293.7M | 3.64% | +96.6% |
| 12 | KLAC | KLA Corporation | 262493 | $283.1M | 3.51% | -32.5% |
| 13 | ADP | Automatic Data Processing, Inc | 924421 | $271.3M | 3.37% | -1.7% |
| 14 | EFX | Equifax Inc | 1022492 | $262.3M | 3.25% | -0.4% |
| 15 | BR | Broadridge Financial Solutions | 1099850 | $262.0M | 3.25% | -15.2% |
| 16 | WM | Waste Management | 1086589 | $240.0M | 2.98% | -7.4% |
| 17 | CPRT | Copart Inc. | 5263823 | $236.7M | 2.94% | -1.0% |
| 18 | SHW | Sherwin-Williams Co | 663607 | $229.8M | 2.85% | +18.9% |
| 19 | PG | Procter & Gamble Co | 1441978 | $221.6M | 2.75% | +0.8% |
| 20 | CDNS | Cadence Design Systems, Inc. | 620210 | $217.9M | 2.70% | -24.7% |
| 21 | MCD | McDonald's Corp. | 500983 | $152.2M | 1.89% | +0.4% |
| 22 | ZTS | Zoetis, Inc. | 883924 | $129.3M | 1.60% | +-45.3% |
| 23 | VEEV | Veeva Systems Inc. Class A | 413213 | $123.1M | 1.53% | +1924.5% |
| 24 | APH | Amphenol Corp | 869464 | $107.6M | 1.34% | +-66.7% |
| 25 | VRSK | Verisk Analytics Inc | 424645 | $106.8M | 1.33% | +50.7% |
| 26 | ACN | Accenture plc Class A | 312897 | $77.2M | 0.96% | +-76.4% |
| 27 | ORCL | Oracle Corp | 142435 | $40.1M | 0.50% | -1.9% |
| 28 | ECL | Ecolab Inc | 66986 | $18.3M | 0.23% | -1.5% |
| 29 | ADBE | Adobe Systems, Inc. | 43992 | $15.5M | 0.19% | — |
| 30 | WAT | Waters Corp | 43936 | $13.2M | 0.16% | — |
| 31 | PEP | PepsiCo Inc. | 92436 | $13.0M | 0.16% | +-11.3% |
| 32 | EMR | Emerson Elec Co | 91900 | $12.1M | 0.15% | -0.8% |
| 33 | CL | Colgate Palmolive Co | 124789 | $10.0M | 0.12% | 27.7% |
| 34 | CLX | Clorox Company | 73465 | $9.1M | 0.11% | +3.5% |
| 35 | CTSH | Cognizant Technology Solutions | 123726 | $8.3M | 0.10% | — |
| 36 | KO | Coca-Cola Company | 124487 | $8.3M | 0.10% | +0.0% |
| 37 | LH | Labcorp Holdings, Inc. | 25140 | $7.2M | 0.09% | -8.0% |
| 38 | EHC | Encompass Health Corp | 50660 | $6.4M | 0.08% | -12.0% |
| 39 | MSCI | MSCI, Inc. | 11050 | $6.3M | 0.08% | — |
| 40 | KEYS | Keysight Technologies, Inc. | 35430 | $6.2M | 0.08% | — |
| 41 | OMC | Omnicom Group Inc | 75666 | $6.2M | 0.08% | -0.5% |
| 42 | NKE | Nike Inc | 84178 | $5.9M | 0.07% | +0.5% |
| 43 | ROST | Ross Stores Inc | 38450 | $5.9M | 0.07% | -3.7% |
| 44 | TSCO | Tractor Supply Co | 97780 | $5.6M | 0.07% | +-10.7% |
| 45 | GIS | General Mills Inc. | 109965 | $5.5M | 0.07% | -12.2% |
| 46 | KR | Kroger Company | 80240 | $5.4M | 0.07% | — |
| 47 | JNJ | Johnson & Johnson | 28970 | $5.4M | 0.07% | -93.0% |
| 48 | TSM | Taiwan Semiconductor Manuf | 19120 | $5.3M | 0.07% | +10.3% |
| 49 | DCI | Donaldson Co. Inc. | 63140 | $5.2M | 0.06% | -5.5% |
| 50 | G | Genpact Limited | 116625 | $4.9M | 0.06% | -21.3% |
| 51 | CCK | Crown Holdings Inc. | 49228 | $4.8M | 0.06% | -24.7% |
| 52 | FFIV | F5 Networks Inc. | 14520 | $4.7M | 0.06% | -3.1% |
| 53 | MMM | 3M Co. | 27842 | $4.3M | 0.05% | +0.2% |
| 54 | ABBV | AbbVie Inc. | 18122 | $4.2M | 0.05% | -18.5% |
| 55 | HOLX | Hologic Inc. | 61050 | $4.1M | 0.05% | +4.8% |
| 56 | GNTX | Gentex Corporation | 133540 | $3.8M | 0.05% | -17.3% |
| 57 | BAH | Booz Allen Hamilton Holding Co | 36880 | $3.7M | 0.05% | — |
| 58 | AON | AON plc Registered Shs | 10100 | $3.6M | 0.04% | 3.1% |
| 59 | FDS | FactSet Research Systems Inc. | 11810 | $3.4M | 0.04% | +13.6% |
| 60 | TJX | TJX Companies Inc | 23198 | $3.4M | 0.04% | -0.2% |
| 61 | TTC | Toro Company | 43470 | $3.3M | 0.04% | +10.1% |
| 62 | TROW | T Rowe Price Group Inc | 31950 | $3.3M | 0.04% | — |
| 63 | LEVI | Levi Strauss & Co | 137260 | $3.2M | 0.04% | -13.1% |
| 64 | HD | Home Depot Inc. | 7570 | $3.1M | 0.04% | +-95.3% |
| 65 | CHD | Church & Dwight Co Inc | 34550 | $3.0M | 0.04% | -4.4% |
| 66 | RTX | Raytheon Technologies Corp | 17627 | $2.9M | 0.04% | +0.2% |
| 67 | URI | United Rentals, Inc. | 2980 | $2.8M | 0.04% | +11.2% |
| 68 | IDXX | Idexx Laboratories Inc. | 4430 | $2.8M | 0.04% | +-57.4% |
| 69 | NDSN | Nordson Corporation | 12050 | $2.7M | 0.03% | NEW |
| 70 | CPB | Campbell Soup Company | 79868 | $2.5M | 0.03% | +-40.2% |
| 71 | APD | Air Products & Chemicals | 9032 | $2.5M | 0.03% | +-28.5% |
| 72 | FICO | Fair Isaac Corporation | 1620 | $2.4M | 0.03% | NEW |
| 73 | GWW | W.W. Grainger Inc. | 2300 | $2.2M | 0.03% | NEW |
| 74 | BBY | Best Buy Co. Inc. | 27385 | $2.1M | 0.03% | -34.3% |
| 75 | ON | ON Semiconductor Corp | 41450 | $2.0M | 0.03% | — |
| 76 | TXN | Texas Instruments Inc | 10095 | $1.9M | 0.02% | -39.6% |
| 77 | UPS | United Parcel Svc Cl B | 20000 | $1.7M | 0.02% | -8.4% |
| 78 | UNH | Unitedhealth Group Inc | 4373 | $1.5M | 0.02% | +-58.0% |
| 79 | LULU | lululemon athletica inc. | 8220 | $1.5M | 0.02% | NEW |
| 80 | BMY | Bristol-Myers Squibb | 26475 | $1.2M | 0.01% | +0.4% |
| 81 | PAYX | Paychex Inc. | 9320 | $1.2M | 0.01% | — |
| 82 | MANH | Manhattan Associates, Inc. | 5150 | $1.1M | 0.01% | +-60.6% |
| 83 | LSTR | Landstar System Inc. | 6250 | $766K | 0.01% | NEW |
| 84 | LIN | Linde plc | 1380 | $656K | 0.01% | — |
| 85 | K | Kellanova | 6372 | $523K | 0.01% | +-44.3% |
| 86 | BDX | Becton Dickinson & Co. | 2486 | $465K | 0.01% | +-80.1% |
| 87 | GPC | Genuine Parts Company | 2674 | $371K | 0.00% | +-89.9% |