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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, Q4 2023

Institutional positions in Kenvue Inc. as of Dec 31, 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
984
+82 vs. Q3 2023
Shares held
1.87B
+171.2M (+10.1%) vs. Q3 2023
Total value
$40.3B
+$6.13B (+18.0%) vs. Q3 2023
New holders
197
409 more added
Sold out
115
309 more reduced

13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 984 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 heldQ4 2023: $40.3B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q3 2023.

Institutions holding KVUE in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bahl & Gaynor Inc262,992$5.66M0.03%+12,082+4.8%Added
Commonwealth Equity Services, LLC271,606$5.85M0.01%+19,980+7.9%Added
Westchester Capital Management, LLC272,500$5.87M0.24%+272,500New
Davenport & Co LLC273,011$5.87M0.04%−762,163−73.6%Reduced
State of Alaska, Department of Revenue272,875$5.87M0.07%+68,105+33.3%Added
Bank of Nova Scotia275,862$5.94M0.01%−2,454,802−89.9%Reduced
Fifth Third Bancorp277,580$5.98M0.03%+72,435+35.3%Added
Xponance, Inc.277,638$5.98M0.07%+7,601+2.8%Added
Northeast Investment Management280,036$6.03M0.32%+52,616+23.1%Added
Marathon Asset Mgmt Ltd282,225$6.08M0.17%−11,039−3.8%Reduced
Channing Capital Management, LLC287,793$6.20M0.18%+287,793New
Willis Investment Counsel294,354$6.34M0.45%−3,205−1.1%Reduced
Alpine Woods Capital Investors, LLC296,934$6.39M0.96%+1,728+0.6%Added
Capstone Investment Advisors, LLC297,758$6.41M0.11%−376,625−55.8%Reduced
Dorchester Wealth Management Co298,685$6.43M1.19%+14,080+4.9%Added
Mirae Asset Global Investments Co., Ltd.299,069$6.44M0.01%+102,150+51.9%Added
Woodline Partners LP301,790$6.50M0.07%−181,726−37.6%Reduced
Czech National Bank301,859$6.50M0.09%+643+0.2%Added
Illinois Municipal Retirement Fund301,913$6.50M0.11%+264,397+704.8%Added
Tudor Investment Corp Et Al304,296$6.55M0.09%−75,479−19.9%Reduced
Advisor Group Holdings, Inc.306,321$6.60M0.01%+4,425+1.5%Added
FWL Investment Management, LLC315,032$6.78M3.95%+315,032New
Skandinaviska Enskilda Banken AB (publ)317,049$6.83M0.04%+22,469+7.6%Added
Forsta Ap-Fonden329,175$7.09M0.07%+11,700+3.7%Added
Nisa Investment Advisors, LLC331,005$7.13M0.05%+250,958+313.5%Added
Cerity Partners LLC331,021$7.13M0.02%+254,524+332.7%Added
IFM Investors Pty Ltd334,116$7.19M0.09%+25,357+8.2%Added
Longbow Finance SA337,031$7.26M0.74%+15,455+4.8%Added
Yousif Capital Management, LLC342,684$7.38M0.09%+72,504+26.8%Added
Tredje AP-fonden344,699$7.42M0.09%+23,640+7.4%Added
Factory Mutual Insurance Co348,925$7.51M0.09%00.0%Unchanged
Capitolis Liquid Global Markets LLC350,000$7.54M0.31%+350,000New
Aviva PLC350,826$7.55M0.03%−705,651−66.8%Reduced
D. E. Shaw & Co., Inc.351,056$7.56M0.01%+351,056New
Kornitzer Capital Management Inc352,805$7.60M0.15%−109,195−23.6%Reduced
Texas Permanent School Fund355,848$7.66M0.07%−249−0.1%Reduced
Richard C. Young & CO., LTD.362,167$7.80M1.05%+7,549+2.1%Added
CI Private Wealth, LLC365,667$7.87M0.01%+244,925+202.8%Added
Mayar Capital Ltd.373,919$8.05M6.54%+130,536+53.6%Added
Sound Income Strategies, LLC373,952$8.05M0.67%+30,505+8.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys377,423$8.13M0.06%+30,902+8.9%Added
W.G. Shaheen & Associates DBA Whitney & Co379,627$8.17M1.06%+17,611+4.9%Added
Retirement Systems of Alabama379,841$8.18M0.03%−9,837−2.5%Reduced
Federation des caisses Desjardins du Quebec384,878$8.29M0.08%+56,805+17.3%Added
Mackenzie Financial Corp386,450$8.32M0.01%−3,099,080−88.9%Reduced
Simplex Trading, LLC391,260$8.42M0.26%−128,334−24.7%Reduced
Douglas Lane & Associates, LLC392,231$8.44M0.13%+330,238+532.7%Added
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund393,232$8.47M0.11%+45,900+13.2%Added
Robeco Institutional Asset Management B.V.393,323$8.47M0.02%−776,384−66.4%Reduced
CIBC Asset Management Inc394,949$8.50M0.03%+86,171+27.9%Added
Skba Capital Management LLC395,160$8.51M1.43%+395,160New
Pinebridge Investments, L.P.396,438$8.54M0.08%+396,438New
ExodusPoint Capital Management, LP400,107$8.61M0.11%−647,633−61.8%Reduced
Rothschild Investment LLC401,903$8.65M0.73%+401,903New
Crestline Management, LP407,023$8.76M0.81%+351,869+638.0%Added
The PNC Financial Services Group, Inc.411,184$8.85M0.01%+124,016+43.2%Added
Tweedy, Browne Co LLC423,799$9.12M0.45%−23,627−5.3%Reduced
Clifford Capital Partners LLC424,245$9.13M2.36%+10,675+2.6%Added
Ingalls & Snyder LLC425,091$9.15M0.42%+2,839+0.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main426,997$9.19M0.01%−979,270−69.6%Reduced
Omers Administration Corp431,400$9.29M0.12%+431,400New
Amalgamated Bank435,361$9.37M0.07%−6,459−1.5%Reduced
American International Group, Inc.437,772$9.43M0.04%−16,096−3.5%Reduced
Man Group plc438,935$9.45M0.03%––
Centiva Capital, LP438,937$9.45M0.59%−1,460,401−76.9%Reduced
Howland Capital Management LLC441,811$9.51M0.50%+55,157+14.3%Added
MetLife Investment Management442,839$9.53M0.07%−8,162−1.8%Reduced
Guardian Capital LP447,146$9.63M0.35%−19,768−4.2%Reduced
Sawgrass Asset Management LLC447,308$9.63M1.09%−13,576−2.9%Reduced
Fulton Breakefield Broenniman LLC455,872$9.81M0.79%−34,062−7.0%Reduced
Ancora Advisors, LLC463,954$9.99M0.24%−40,653−8.1%Reduced
Armistice Capital, LLC470,000$10.1M0.27%+470,000New
Alberta Investment Management Corp473,195$10.2M0.10%00.0%Unchanged
Interval Partners, LP474,972$10.2M0.44%−610,720−56.3%Reduced
Blackhill Capital Inc477,887$10.3M0.82%−259,211−35.2%Reduced
Wealth Enhancement Advisory Services, LLC480,640$10.3M0.03%+99,126+26.0%Added
Arizona State Retirement System484,871$10.4M0.08%+51,259+11.8%Added
Gotham Asset Management, LLC488,175$10.5M0.20%−262,687−35.0%Reduced
State of Michigan Retirement System492,039$10.6M0.06%+19,600+4.1%Added
Foundry Partners, LLC492,848$10.6M0.64%−56,455−10.3%Reduced
South Dakota Investment Council496,749$10.7M0.23%−4,100−0.8%Reduced
Unisphere Establishment500,000$10.8M0.11%+500,000New
KLCM Advisors, Inc.500,663$10.8M1.66%+22,223+4.6%Added
Foyston, Gordon, & Payne Inc505,017$10.9M2.73%+32,297+6.8%Added
Isthmus Partners, LLC522,169$11.2M1.46%+18,432+3.7%Added
First Trust Advisors LP522,213$11.2M0.01%−158,741−23.3%Reduced
Victory Capital Management Inc526,301$11.3M0.01%+3,014+0.6%Added
Saturna Capital CORP527,078$11.3M0.18%+1,741+0.3%Added
NS Partners Ltd530,002$11.4M0.55%+238,096+81.6%Added
Baird Financial Group, Inc.533,596$11.5M0.03%+224,316+72.5%Added
Zuckerman Investment Group, LLC537,632$11.6M1.49%+207,044+62.6%Added
Lazard Asset Management LLC543,650$11.7M0.01%−6,994,519−92.8%Reduced
Greenlight Capital Inc554,490$11.9M0.58%+554,490New
Thomasville National Bank559,816$12.1M1.07%+559,816New
TCW Group Inc560,386$12.1M0.13%+242,923+76.5%Added
Readystate Asset Management LP580,850$12.5M0.75%+580,850New
Squarepoint Ops LLC596,701$12.8M0.05%−102,105−14.6%Reduced
Raymond James Financial Services Advisors, Inc.604,176$13.0M0.02%+21,514+3.7%Added
BW Gestao de Investimentos Ltda.625,000$13.5M1.53%−475,000−43.2%Reduced
Comerica Bank643,866$13.9M0.06%+118,278+22.5%Added