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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
Clearline Capital LP1,659,887$33.3M3.30%+1,659,887New
SEI Investments Co1,714,293$34.4M0.06%+1,228,581+252.9%Added
Great West Life Assurance Co1,734,143$34.8M0.08%+1,734,143New
Troluce Capital Advisors LLC1,736,858$35.0M21.14%+1,736,858New
UniSuper Management Pty Ltd1,770,138$35.5M0.44%+1,770,138New
Sofinnova Investments, Inc.1,802,084$36.2M2.51%+1,802,084New
Natixis Advisors, L.P.1,823,834$36.6M0.11%+1,823,834New
Samlyn Capital, LLC1,830,621$36.8M0.65%+1,830,621New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.1,857,745$37.3M0.08%+1,857,745New
Centiva Capital, LP1,899,338$38.1M1.90%+1,899,338New
National Pension Service1,859,900$38.4M0.06%+1,859,900New
Empyrean Capital Partners, LP1,915,000$38.5M2.37%+1,915,000New
Principal Financial Group Inc1,918,965$38.5M0.03%+1,918,965New
ING Groep NV1,990,367$40.0M0.35%+1,990,367New
Mondrian Investment Partners LTD2,026,321$40.7M0.84%+2,026,321New
AustralianSuper Pty Ltd2,067,146$41.5M0.27%+2,067,146New
Ci Investments Inc.2,075,146$41.7M0.23%+1,605,900+342.2%Added
Capital Research Global Investors2,135,630$42.9M0.01%−365,170−14.6%Reduced
STRS Ohio2,159,326$43.4M0.19%+2,159,326New
Keybank National Association2,161,713$43.4M0.21%+2,161,713New
Ghisallo Capital Management LLC2,200,000$44.2M4.51%00.0%Unchanged
Artisan Partners Limited Partnership2,206,335$44.3M0.08%−1,420,212−39.2%Reduced
Stonegate Investment Group, LLC2,228,751$44.8M1.63%+2,228,751New
Thrivent Financial for Lutherans2,254,203$45.3M0.11%+2,254,203New
New York State Common Retirement Fund2,274,651$45.7M0.07%+2,274,651New
California State Teachers Retirement System2,293,996$46.1M0.07%+2,293,996New
HighTower Advisors, LLC2,393,764$48.0M0.09%+2,393,764New
Hudson Bay Capital Management LP2,399,255$48.2M0.46%+1,327,895+123.9%Added
Equity Investment Corp2,404,577$48.3M1.50%+2,404,577New
J. Goldman & Co LP2,406,949$48.3M2.42%+2,406,949New
Locust Wood Capital Advisers, LLC2,467,788$49.6M2.37%+2,467,788New
Citadel Advisors LLC2,611,970$52.4M0.06%−3,985,619−60.4%Reduced
Raymond James & Associates2,653,777$53.3M0.04%+2,292,926+635.4%Added
Nomura Asset Management Co Ltd2,721,346$54.6M0.26%+2,721,346New
Bank of Nova Scotia2,730,664$54.8M0.14%+2,730,664New
VGI Partners Ltd2,771,414$55.6M12.42%+2,771,414New
Quadrature Capital Ltd2,796,362$56.2M1.15%+2,769,609+10,352.5%Added
Caas Capital Management LP2,905,917$58.4M12.96%+2,208,830+316.9%Added
Ruffer LLP2,923,675$58.8M3.26%+2,923,675New
Canada Pension Plan Investment Board3,023,052$60.7M0.09%+3,023,052New
Envestnet Asset Management Inc3,026,511$60.8M0.03%+2,973,995+5,663.0%Added
StonePine Asset Management Inc.3,071,230$61.7M0.89%+3,071,230New
Rhumbline Advisers3,131,012$62.9M0.07%+3,131,012New
Voya Investment Management LLC3,189,814$64.1M0.07%+3,189,814New
Schonfeld Strategic Advisors LLC3,241,567$65.1M0.60%+3,040,486+1,512.1%Added
Sumitomo Mitsui Trust Holdings, Inc.3,289,447$66.1M0.05%+3,273,342+20,325.0%Added
Ensign Peak Advisors, Inc3,374,123$67.8M0.14%+3,264,731+2,984.4%Added
Mackenzie Financial Corp3,485,530$69.7M0.12%+1,652,060+90.1%Added
Burgundy Asset Management Ltd.3,707,994$74.5M0.91%+3,022,762+441.1%Added
Yacktman Asset Management LP3,774,062$75.8M0.75%+3,774,062New
Skye Global Management LP3,872,000$77.7M2.25%+980,000+33.9%Added
Alyeska Investment Group, L.P.3,883,508$78.0M0.53%+3,383,508+676.7%Added
UBS Group AG3,978,481$79.9M0.04%+3,600,760+953.3%Added
Royal Bank of Canada4,121,437$82.8M0.02%+3,787,401+1,133.8%Added
Canoe Financial LP3,055,681$83.3M2.33%+3,055,681New
HSBC Holdings PLC4,158,787$83.8M0.09%+4,158,787New
Bessemer Group Inc4,178,458$83.9M0.18%+4,178,458New
Wells Fargo & Company4,295,284$86.2M0.03%+4,194,546+4,163.8%Added
Public Sector Pension Investment Board4,532,696$91.0M0.67%+4,532,696New
Legal & General Group Plc4,682,762$94.0M0.03%+4,682,762New
Swiss National Bank4,927,446$98.9M0.08%+4,927,446New
Adage Capital Partners GP, L.L.C.5,044,558$101.3M0.23%+3,940,308+356.8%Added
Ceredex Value Advisors LLC5,349,501$107.4M1.89%+5,349,501New
Millennium Management LLC6,079,446$122.1M0.13%+5,799,484+2,071.5%Added
Pentwater Capital Management LP6,098,745$122.5M1.18%+6,018,745+7,523.4%Added
Davidson Kempner Capital Management LP6,183,349$124.2M1.91%+5,360,135+651.1%Added
FIL Ltd6,225,014$125.0M0.15%+5,671,663+1,025.0%Added
Alliancebernstein L.P.6,402,400$128.6M0.05%+6,339,447+10,070.1%Added
Mawer Investment Management Ltd.6,909,202$138.7M0.74%+6,909,202New
Goldman Sachs Group Inc7,042,011$141.4M0.04%+6,601,061+1,497.0%Added
Healthcare of Ontario Pension Plan Trust Fund7,061,174$141.8M0.65%+3,055,911+76.3%Added
Lazard Asset Management LLC7,538,169$151.4M0.21%+7,520,578+42,752.4%Added
Gates Capital Management, Inc.7,851,062$157.6M5.11%+7,851,062New
Point72 Asset Management, L.P.8,561,900$171.9M0.59%+8,261,900+2,754.0%Added
UBS Asset Management Americas Inc8,680,819$174.3M0.08%+8,680,819New
Fiera Capital Corp8,894,432$178.6M0.57%+8,894,432New
1832 Asset Management L.P.8,950,608$179.7M0.37%+8,693,045+3,375.1%Added
Cullen Capital Management LLC10,354,907$207.9M2.43%+10,354,907New
Southpoint Capital Advisors LP11,000,000$220.9M4.93%+11,000,000New
Neuberger Berman Group LLC11,021,168$221.3M0.20%+8,099,104+277.2%Added
Putnam Investments LLC11,132,655$223.5M0.34%+1,889,209+20.4%Added
Franklin Resources Inc12,260,485$246.2M0.13%+9,858,493+410.4%Added
Ameriprise Financial Inc12,380,767$248.6M0.08%+7,975,952+181.1%Added
Nordea Investment Management AB12,708,208$255.4M0.35%+12,708,208New
Deutsche Bank AG13,057,730$262.2M0.17%+12,681,123+3,367.2%Added
Amundi14,174,156$274.6M0.13%+14,174,156New
Holocene Advisors, LP14,037,362$281.9M1.26%+13,343,548+1,923.2%Added
Boston Partners14,116,511$282.8M0.39%+8,971,034+174.3%Added
American Century Companies Inc14,263,768$286.4M0.22%+11,745,273+466.4%Added
Jane Street Group, LLC15,750,274$316.3M0.49%+5,459,263+53.0%Added
Northern Trust Corp15,899,782$319.3M0.06%+15,852,682+33,657.5%Added
T. Rowe Price Investment Management, Inc.16,267,412$326.6M0.23%+9,250,312+131.8%Added
Charles Schwab Investment Management Inc16,965,289$333.6M0.10%+16,965,289New
Dimensional Fund Advisors LP17,128,393$343.9M0.11%+17,128,393New
Capital World Investors17,311,729$347.6M0.07%+11,311,729+188.5%Added
Laurion Capital Management LP18,801,154$377.5M9.87%+18,390,102+4,473.9%Added
Invesco Ltd.18,912,891$379.8M0.10%+14,972,089+379.9%Added
Capital International Investors19,784,072$397.3M0.10%+11,590,831+141.5%Added
Susquehanna International Group, LLP21,661,121$435.0M0.68%+21,630,768+71,264.0%Added
Marshall Wace, LLP23,304,181$467.9M1.00%+23,216,481+26,472.6%Added