← Top Holdings

JNJJohnson & Johnson

CUSIP: 478160104

15

Guru Owners

$929.1M

Total Value Held

3.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Donald Yacktman	Yacktman Asset Management	1249409	$305.4M	4.07%	$244.44	Q1 2026
Ray Dalio	Bridgewater Associates	696884	$170.3M	0.76%	$244.44	Q1 2026
Tom Gayner	Markel Group	610800	$149.3M	1.25%	$244.44	Q1 2026
Mairs & Power	Mairs & Power	577590	$141.2M	1.44%	$244.44	Q1 2026
Tweedy Browne	Tweedy Browne Company	219490	$53.7M	4.26%	$244.44	Q1 2026
Richard Pzena	Pzena Investment Management	203965	$49.9M	0.16%	$244.44	Q1 2026
FPA Queens Road	Bragg Financial Advisors	88681	$21.7M	0.69%	$244.44	Q1 2026
Prem Watsa	Fairfax Financial Holdings	73400	$17.9M	0.92%	$244.38	Q1 2026
John Rogers	Ariel Investments	40553	$9.9M	0.11%	$244.44	Q1 2026
Dodge & Cox	Dodge & Cox	20947	$5.1M	0.00%	$244.44	Q1 2026
Jensen Investment Management	Jensen Investment Management	9767	$2.4M	0.05%	$244.44	Q1 2026
Torray LLC	Torray LLC	4141	$1.0M	0.15%	$244.44	Q1 2026
Dan Sundheim	D1 Capital Partners	2378	$581K	0.24%	$244.39	Q1 2026
David Katz	Matrix Asset Advisors	1622	$396K	0.04%	$244.44	Q1 2026
Tom Russo	Gardner Russo & Gardner	1304	$319K	0.00%	$244.44	Q1 2026

Donald Yacktman

$305.4M

4.07%

$170.3M

0.76%

$149.3M

1.25%

$141.2M

1.44%

$53.7M

4.26%

$49.9M

0.16%

FPA Queens Road

$21.7M

0.69%

$17.9M

0.92%

$9.9M

0.11%

$5.1M

0.00%

Jensen Investment Management

$2.4M

0.05%

$1.0M

0.15%

$581K

0.24%

$396K

0.04%

$319K

0.00%

📊 Fundamentals

Market Cap$643.3B

P/E Ratio31.0x

Above market avg

Forward P/E21.0x

P/FCF51.4x

EPS (TTM)$8.63

Revenue (TTM)$96.4B

Profit Margin21.83%

Div Yield2.01%

Beta0.23

52-Week Range

$154.21

$269.43

Current: $267.24

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 31.0x trailing earnings → 21.0x forward · 21.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '2616 owners · $929.1M

REDUCEDDonald Yacktman$305.4M

INCREASEDRay Dalio$170.3M

REDUCEDMairs & Power$141.2M

REDUCEDTweedy Browne$53.7M

REDUCEDRichard Pzena$49.9M

REDUCEDFPA Queens Road$21.7M

REDUCEDJohn Rogers$9.9M

INCREASEDJensen Investment Management$2.4M

REDUCEDTorray LLC$1.0M

INCREASEDDan Sundheim$581K

REDUCEDDavid Katz$396K

REDUCEDTom Russo$319K

REDUCEDRobert Olstein$6K

Q4 '2516 owners · $981.1M

REDUCEDRay Dalio$271.9M

REDUCEDDonald Yacktman$259.2M

REDUCEDMairs & Power$166.5M

REDUCEDRichard Pzena$50.9M

REDUCEDTweedy Browne$48.9M

INCREASEDFPA Queens Road$18.5M

REDUCEDJohn Rogers$9.0M

REDUCEDRobert Olstein$6.0M

REDUCEDJensen Investment Management$2.1M

REDUCEDDavid Katz$643K

INCREASEDDan Sundheim$490K

NEWTom Russo$202K

Q3 '2515 owners · $1.00B

REDUCEDRay Dalio$318.1M

REDUCEDDonald Yacktman$238.7M

NEWMairs & Power$182.7M

INCREASEDRichard Pzena$46.0M

REDUCEDTweedy Browne$44.9M

REDUCEDFPA Queens Road$15.8M

INCREASEDJohn Rogers$9.6M

REDUCEDRobert Olstein$9.0M

REDUCEDJensen Investment Management$5.4M

REDUCEDDavid Katz$577K

INCREASEDDan Sundheim$438K

Q2 '2514 owners · $832.2M

REDUCEDRay Dalio$348.7M

REDUCEDDonald Yacktman$208.3M

REDUCEDJensen Investment Management$63.6M

INCREASEDRichard Pzena$37.6M

REDUCEDTweedy Browne$37.4M

REDUCEDFPA Queens Road$13.3M

REDUCEDDodge & Cox$3.2M

INCREASEDTorray LLC$645K

INCREASEDDavid Katz$549K

REDUCEDDan Sundheim$359K

SOLDMairs & Power

Q1 '2515 owners · $822.5M

REDUCEDDonald Yacktman$227.6M

INCREASEDMairs & Power$165.7M

NEWJensen Investment Management$102.0M

INCREASEDTweedy Browne$72.7M

REDUCEDRay Dalio$49.3M

NEWRichard Pzena$39.1M

REDUCEDFPA Queens Road$14.6M

REDUCEDRobert Olstein$10.1M

INCREASEDDan Sundheim$397K

Q4 '2413 owners · $728.4M

REDUCEDDonald Yacktman$200.6M

REDUCEDTweedy Browne$156.3M

REDUCEDMairs & Power$148.3M

INCREASEDRay Dalio$77.8M

NEWTorray LLC$16.1M

NEWFPA Queens Road$12.7M

INCREASEDRobert Olstein$9.4M

INCREASEDJohn Rogers$4.5M

NEWDodge & Cox$3.1M

NEWDan Sundheim$345K

SOLDLindsell Train

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

7%analyst est. 6.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.0%current: 13.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

JNJ: Held by 15 superinvestors · 50 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

BUYLloyd DoggettD

$1,001 - $15,0002025-12-09

SELLThomas Kean JrR

$15,001 - $50,0002025-11-20

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

$15,001 - $50,0002025-11-07

BUYRich McCormickR

$1,001 - $15,0002025-11-05

SELLLisa McClainR

$1,001 - $15,0002025-10-31

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLJared MoskowitzD

$1,001 - $15,0002025-10-10

SELLKelly MorrisonD

$1,001 - $15,0002025-08-19

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

BUYLisa McClainR

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-08-04

SELLThomas Kean JrR

$15,001 - $50,0002025-07-31

$15,001 - $50,0002025-07-25

$1,001 - $15,0002025-07-01

SELLLisa McClainR

$1,001 - $15,0002025-06-24

$15,001 - $50,0002025-06-23