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Kenvue Inc.

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

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.

13F holders, Q3 2023

Institutional positions in Kenvue Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
915
+756 vs. Q2 2023
Shares held
1.70B
+1.48B (+655.3%) vs. Q2 2023
Total value
$34.2B
+$28.2B (+474.5%) vs. Q2 2023
New holders
776
125 more added
Sold out
20
12 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting KVUE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 915 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 1 institutionQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 161 institutionsQ3 2023: 915 institutionsQ4 2023: 984 institutionsQ1 2024: 962 institutionsQ2 2024: 998 institutionsQ3 2024: 1,003 institutionsQ4 2024: 1,013 institutionsQ1 2025: 1,085 institutionsQ2 2025: 1,106 institutionsQ3 2025: 1,067 institutionsQ4 2025: 1,049 institutionsQ1 2026: 1,019 institutionsQ2 2026: 1,014 institutions
Value heldQ3 2023: $34.2B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $306.3KQ1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $5.94BQ3 2023: $34.2BQ4 2023: $40.3BQ1 2024: $40.3BQ2 2024: $34.2BQ3 2024: $44.1BQ4 2024: $41.2BQ1 2025: $45.8BQ2 2025: $40.1BQ3 2025: $29.8BQ4 2025: $31.3BQ1 2026: $30.1BQ2 2026: $34.6B
Institutions holding KVUE and their total value by quarter
QuarterHoldersValue
Q2 20261,014$34.6B
Q1 20261,019$30.1B
Q4 20251,049$31.3B
Q3 20251,067$29.8B
Q2 20251,106$40.1B
Q1 20251,085$45.8B
Q4 20241,013$41.2B
Q3 20241,003$44.1B
Q2 2024998$34.2B
Q1 2024962$40.3B
Q4 2023984$40.3B
Q3 2023915$34.2B
Q2 2023161$5.94B
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20211$306.3K
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q2 2023.

Institutions holding KVUE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Concentric Capital Strategies, LP223,715$4.49M0.50%+223,715New
Wallington Asset Management, LLC225,995$4.54M0.83%+225,995New
Northeast Investment Management227,420$4.57M0.27%+227,420New
Exchange Capital Management, Inc.233,066$4.68M0.88%+233,066New
Ovata Capital Management Ltd236,747$4.75M5.96%+236,747New
Boston Financial Mangement LLC240,797$4.84M0.18%+240,797New
Viking Fund Management LLC241,000$4.84M0.98%+241,000New
Mutual of America Capital Management LLC242,959$4.88M0.06%+242,959New
Mayar Capital Ltd.243,383$4.89M4.17%+243,383New
New York Life Investment Management LLC245,730$4.93M0.05%+245,730New
Monashee Investment Management LLC247,500$4.97M2.08%+247,500New
Brinker Capital Investments, LLC250,187$5.02M0.06%+250,187New
Orion Portfolio Solutions, LLC250,187$5.02M0.06%+250,187New
JustInvest LLC250,894$5.04M0.15%+250,894New
Bahl & Gaynor Inc250,910$5.04M0.03%+250,910New
Commonwealth Equity Services, LLC251,626$5.05M0.01%+251,626New
Thornburg Investment Management Inc262,257$5.27M0.09%+162,257+162.3%Added
Xponance, Inc.270,037$5.42M0.07%+270,037New
Yousif Capital Management, LLC270,180$5.43M0.07%+270,180New
Walleye Trading LLC274,312$5.51M0.13%+224,412+449.7%Added
UBS Oconnor LLC276,346$5.55M0.10%+276,346New
Dorchester Wealth Management Co284,605$5.71M1.16%+284,605New
The PNC Financial Services Group, Inc.287,168$5.77M0.00%+284,415+10,331.1%Added
NS Partners Ltd291,906$5.86M0.32%+291,906New
Marathon Asset Mgmt Ltd293,264$5.89M0.18%+293,264New
Skandinaviska Enskilda Banken AB (publ)294,580$5.92M0.04%+294,580New
Alpine Woods Capital Investors, LLC295,206$5.93M0.96%+295,206New
Vestcor Inc295,684$5.94M0.22%+295,684New
Willis Investment Counsel297,559$5.97M0.45%+297,559New
Kepos Capital LP300,000$6.02M1.07%+300,000New
Rbo & Co LLC300,574$6.04M1.10%+300,574New
Czech National Bank301,216$6.05M0.10%+301,216New
Advisor Group Holdings, Inc.301,896$6.06M0.01%+296,460+5,453.6%Added
Quantbot Technologies LP302,654$6.08M0.41%+302,654New
Grantham, Mayo, Van Otterloo & Co. LLC306,690$6.16M0.03%+306,690New
Chiron Investment Management, LLC307,602$6.18M2.61%+307,602New
IFM Investors Pty Ltd308,759$6.20M0.08%+308,759New
CIBC Asset Management Inc308,778$6.20M0.03%+308,778New
Baird Financial Group, Inc.309,280$6.21M0.02%+301,561+3,906.7%Added
OrbiMed Advisors LLC312,404$6.27M0.15%+312,404New
TCW Group Inc317,463$6.37M0.08%+317,463New
Forsta Ap-Fonden317,475$6.37M0.07%+317,475New
Tredje AP-fonden321,059$6.45M0.10%+321,059New
Longbow Finance SA321,576$6.46M0.78%+321,576New
Federation des caisses Desjardins du Quebec328,073$6.59M0.07%+276,128+531.6%Added
Zuckerman Investment Group, LLC330,588$6.64M0.95%+330,588New
Shay Capital LLC341,500$6.86M2.03%+341,500New
HAP Trading, LLC342,567$6.88M1.70%+342,567New
Sound Income Strategies, LLC343,447$6.90M0.58%+343,447New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys346,521$6.96M0.06%+346,521New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund347,332$6.97M0.09%+347,332New
Factory Mutual Insurance Co348,925$7.01M0.10%+348,925New
Richard C. Young & CO., LTD.354,618$7.12M1.01%+354,618New
Texas Permanent School Fund356,097$7.15M0.07%+356,097New
Caption Management, LLC361,790$7.26M0.94%+361,790New
W.G. Shaheen & Associates DBA Whitney & Co362,016$7.27M1.09%+362,016New
Rothschild Investment Corp372,465$7.48M0.63%+372,465New
Tudor Investment Corp Et Al379,775$7.63M0.11%−87,793−18.8%Reduced
Wealth Enhancement Advisory Services, LLC381,514$7.66M0.03%+381,514New
Boothbay Fund Management, LLC382,486$7.68M0.27%+322,483+537.4%Added
Howland Capital Management LLC386,654$7.76M0.45%+386,654New
Man Group plc–$7.80M0.02%–New
Retirement Systems of Alabama389,678$7.82M0.04%+389,678New
Zimmer Partners, LP390,000$7.83M0.21%+90,000+30.0%Added
Caisse de Depot Et Placement du Quebec400,000$8.03M0.02%+115,000+40.4%Added
Carlson Capital L P401,822$8.07M0.63%+401,822New
KBC Group NV405,745$8.15M0.03%+372,979+1,138.3%Added
Clifford Capital Partners LLC413,570$8.30M2.42%+413,570New
CIBC World Markets Corp419,181$8.42M0.08%+419,181New
Ingalls & Snyder LLC422,252$8.48M0.41%+422,252New
Segantii Capital Management Ltd425,000$8.53M0.32%+425,000New
K.J. Harrison & Partners Inc432,508$8.68M1.96%+332,508+332.5%Added
Arizona State Retirement System433,612$8.71M0.07%+433,612New
Amalgamated Bank441,820$8.87M0.08%+441,820New
Tweedy, Browne Co LLC447,426$8.98M0.48%+447,426New
MetLife Investment Management451,001$9.06M0.07%+451,001New
Pura Vida Investments, LLC451,279$9.06M4.45%+451,279New
American International Group, Inc.453,868$9.11M0.06%+453,868New
Sawgrass Asset Management LLC460,884$9.25M1.13%+460,884New
Kornitzer Capital Management Inc462,000$9.28M0.19%+462,000New
Stifel Financial Corp464,473$9.33M0.01%+444,526+2,228.5%Added
Guardian Capital LP466,914$9.38M0.35%+466,914New
State of Michigan Retirement System472,439$9.49M0.06%+472,439New
Foyston, Gordon, & Payne Inc472,720$9.49M2.59%+472,720New
Alberta Investment Management Corp473,195$9.50M0.10%+73,195+18.3%Added
KLCM Advisors, Inc.478,440$9.61M1.81%+478,440New
Y-Intercept (Hong Kong) Ltd481,823$9.68M0.95%+481,823New
Woodline Partners LP483,516$9.71M0.11%−231,457−32.4%Reduced
Clearbridge Investments, LLC484,321$9.73M0.01%+380,071+364.6%Added
Fulton Breakefield Broenniman LLC489,934$9.84M0.85%+489,934New
Wolf Hill Capital Management, LP500,000$10.0M0.92%+500,000New
South Dakota Investment Council500,849$10.1M0.23%+500,849New
Isthmus Partners, LLC503,737$10.1M1.46%+503,737New
Ancora Advisors, LLC504,607$10.1M0.27%+504,607New
Simplex Trading, LLC519,594$10.4M0.38%+470,944+968.0%Added
Victory Capital Management Inc523,287$10.5M0.01%+506,929+3,099.0%Added
Saturna Capital CORP525,337$10.5M0.19%+525,337New
Comerica Bank525,588$10.6M0.05%+525,588New
Carmignac Gestion526,015$10.6M0.19%+526,015New
Truist Financial Corp536,132$10.8M0.02%+536,132New