Kenvue Inc.

KVUE

Exchange: NYSE
Industry: Perfumes, Cosmetics & Other Toilet Preparations
SEC CIK: 0001944048

SEC filings (opens in a new tab)

No open-market purchases or sales by Kenvue Inc. insiders were filed in the last 90 days; 1,014 institutions reported holding it in 13F filings for Q2 2026, worth $34.6B in total; 3 superinvestors hold it, including Starboard Value and Soros Fund Management.

Q3 2023 vs. Q2 2023

How the institutions holding Kenvue Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of KVUE: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Of which not filed for Q3 2023	Q3 2023	Change
Holders	161	2	915	+756
Shares	225.1M	1.00K	1.70B	+1.48B (+655.3%)
Value	$5.94B	$26.6K	$34.2B	+$28.2B (+474.5%)

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (776)

Institutions that held Kenvue Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 776 by value.

Institutions new to KVUE in Q3 2023
Institution	Shares	Value	% of portfolio
Vanguard Group Inc	146,654,198	$2.94B	0.07%
State Street Corp	74,647,339	$1.50B	0.08%
Geode Capital Management, LLC	32,873,626	$658.8M	0.08%
Dimensional Fund Advisors LP	17,128,393	$343.9M	0.11%
Charles Schwab Investment Management Inc	16,965,289	$333.6M	0.10%
Amundi	14,174,156	$274.6M	0.13%
Nordea Investment Management AB	12,708,208	$255.4M	0.35%
Southpoint Capital Advisors LP	11,000,000	$220.9M	4.93%
Cullen Capital Management LLC	10,354,907	$207.9M	2.43%
Fiera Capital Corp	8,894,432	$178.6M	0.57%
UBS Asset Management Americas Inc	8,680,819	$174.3M	0.08%
Gates Capital Management, Inc.	7,851,062	$157.6M	5.11%
Mawer Investment Management Ltd.	6,909,202	$138.7M	0.74%
Ceredex Value Advisors LLC	5,349,501	$107.4M	1.89%
Swiss National Bank	4,927,446	$98.9M	0.08%
Legal & General Group Plc	4,682,762	$94.0M	0.03%
Public Sector Pension Investment Board	4,532,696	$91.0M	0.67%
Bessemer Group Inc	4,178,458	$83.9M	0.18%
HSBC Holdings PLC	4,158,787	$83.8M	0.09%
Canoe Financial LP	3,055,681	$83.3M	2.33%
Yacktman Asset Management LP	3,774,062	$75.8M	0.75%
Voya Investment Management LLC	3,189,814	$64.1M	0.07%
Rhumbline Advisers	3,131,012	$62.9M	0.07%
StonePine Asset Management Inc.	3,071,230	$61.7M	0.89%
Canada Pension Plan Investment Board	3,023,052	$60.7M	0.09%
Ruffer LLP	2,923,675	$58.8M	3.26%
VGI Partners Ltd	2,771,414	$55.6M	12.42%
Bank of Nova Scotia	2,730,664	$54.8M	0.14%
Nomura Asset Management Co Ltd	2,721,346	$54.6M	0.26%
Locust Wood Capital Advisers, LLC	2,467,788	$49.6M	2.37%
J. Goldman & Co LP	2,406,949	$48.3M	2.42%
Equity Investment Corp	2,404,577	$48.3M	1.50%
HighTower Advisors, LLC	2,393,764	$48.0M	0.09%
California State Teachers Retirement System	2,293,996	$46.1M	0.07%
New York State Common Retirement Fund	2,274,651	$45.7M	0.07%
Thrivent Financial for Lutherans	2,254,203	$45.3M	0.11%
Stonegate Investment Group, LLC	2,228,751	$44.8M	1.63%
Keybank National Association	2,161,713	$43.4M	0.21%
STRS Ohio	2,159,326	$43.4M	0.19%
AustralianSuper Pty Ltd	2,067,146	$41.5M	0.27%
Mondrian Investment Partners LTD	2,026,321	$40.7M	0.84%
ING Groep NV	1,990,367	$40.0M	0.35%
Principal Financial Group Inc	1,918,965	$38.5M	0.03%
Empyrean Capital Partners, LP	1,915,000	$38.5M	2.37%
National Pension Service	1,859,900	$38.4M	0.06%
Centiva Capital, LP	1,899,338	$38.1M	1.90%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	1,857,745	$37.3M	0.08%
Samlyn Capital, LLC	1,830,621	$36.8M	0.65%
Natixis Advisors, L.P.	1,823,834	$36.6M	0.11%
Sofinnova Investments, Inc.	1,802,084	$36.2M	2.51%
UniSuper Management Pty Ltd	1,770,138	$35.5M	0.44%
Troluce Capital Advisors LLC	1,736,858	$35.0M	21.14%
Great West Life Assurance Co	1,734,143	$34.8M	0.08%
Clearline Capital LP	1,659,887	$33.3M	3.30%
Cooke & Bieler LP	1,600,915	$32.1M	0.31%
Barclays PLC	1,579,460	$31.7M	0.02%
New York State Teachers Retirement System	1,561,196	$31.3M	0.08%
State Board of Administration of Florida Retirement System	1,535,648	$30.8M	0.07%
Renaissance Technologies LLC	1,531,612	$30.8M	0.05%
Falcon Edge Capital, LP	1,512,734	$30.4M	19.20%
DnB Asset Management AS	1,501,210	$30.1M	0.18%
Prudential Financial Inc	1,489,887	$29.9M	0.05%
HBK Investments L P	1,475,000	$29.6M	0.66%
Osterweis Capital Management Inc	1,448,626	$29.1M	2.13%
Glenmede Trust Co NA	1,442,581	$29.0M	0.17%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	1,406,267	$28.2M	0.04%
Brandywine Global Investment Management, LLC	1,398,762	$28.1M	0.25%
Blair William & Co	1,391,743	$27.9M	0.11%
Dendur Capital LP	1,375,000	$27.6M	3.90%
Mitsubishi UFJ Trust & Banking Corp	1,356,400	$27.2M	0.07%
Credit Suisse AG	1,302,945	$26.2M	0.03%
LMR Partners LLP	1,302,171	$26.1M	0.59%
Brown Advisory Inc	1,298,204	$26.1M	0.04%
Oppenheimer Asset Management Inc.	1,289,137	$25.9M	0.40%
RNC Capital Management LLC	1,273,670	$25.6M	1.59%
Maplelane Capital, LLC	1,270,000	$25.5M	2.71%
Russell Investments Group, Ltd.	1,258,764	$25.3M	0.05%
Edmond de Rothschild Holding S.A.	1,230,000	$24.7M	0.50%
Maple Rock Capital Partners Inc.	1,185,000	$23.8M	2.77%
Royal London Asset Management Ltd	1,179,727	$23.7M	0.08%
Robeco Institutional Asset Management B.V.	1,169,707	$23.5M	0.06%
Scharf Investments, LLC	1,165,950	$23.4M	0.70%
Allspring Global Investments Holdings, LLC	1,114,797	$22.4M	0.04%
BW Gestao de Investimentos Ltda.	1,100,000	$22.1M	2.73%
RMB Capital Management, LLC	1,096,458	$22.0M	0.75%
Cannell Peter B & Co Inc	1,085,942	$21.8M	0.75%
Interval Partners, LP	1,085,692	$21.8M	0.89%
Aviva PLC	1,056,477	$21.2M	0.09%
Janney Montgomery Scott LLC	1,046,108	$21.0M	0.08%
Davenport & Co LLC	1,035,174	$20.8M	0.16%
CORDA Investment Management, LLC.	1,021,524	$20.5M	1.86%
Janus Henderson Group PLC	1,017,402	$20.4M	0.01%
State of Tennessee, Treasury Department	1,004,827	$20.2M	0.08%
Clark Estates Inc	1,000,000	$20.1M	3.65%
Scopus Asset Management, L.P.	1,000,000	$20.1M	0.76%
Chevy Chase Trust Holdings, Inc.	968,732	$19.5M	0.08%
Rudius Management LP	953,739	$19.2M	10.46%
State of Wisconsin Investment Board	949,509	$19.1M	0.06%
Crestwood Advisors Group LLC	925,203	$18.6M	0.49%
Wealth High Governance Capital Ltda	900,000	$18.1M	6.28%

Sold out (20)

Institutions that held Kenvue Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of KVUE in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Viking Global Investors LPSuperinvestorViking Global Investors	3,141,799	$83.0M
Candlestick Capital Management LP	1,650,000	$43.6M
Blackstone Group Inc.	1,600,000	$42.3M
Dragoneer Investment Group, LLC	1,600,000	$42.3M
Discovery Capital Management, LLC	932,800	$24.6M
Rokos Capital Management LLP	600,000	$15.8M
Brookfield Asset Management Inc.	520,543	$13.8M
Seven Grand Managers, LLC	496,554	$13.1M
Weiss Asset Management LP	400,000	$10.6M
Armistice Capital, LLC	300,000	$7.93M
Engle Capital Management, L.P.	235,000	$6.21M
Maven Securities LTD	200,000	$5.28M
Picton Mahoney Asset Management	175,986	$4.65M
Teachers Retirement System of the State of Kentucky	160,500	$4.24M
Hood River Capital Management LLC	106,239	$2.81M
D. E. Shaw & Co., Inc.	30,379	$802.6K
Alpine Global Management, LLC	25,000	$660.5K
Columbus Hill Capital Management, L.P.	5,000	$132.1K
Fairfield, Bush & Co.	2,500	$66.0K
Tamarack Advisers, LP	1,000	$26.4K

Not filed for Q3 2023 yet (2)

Institutions that held Kenvue Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KVUE in Q2 2023 that haven't filed for Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
Kistler-Tiffany Companies, LLC	1,000	$26.4K
First Capital Advisors Group, LLC.	5	$132