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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
Natixis Advisors, L.P.1,676,741$36.1M0.10%−147,093−8.1%Reduced
Citigroup Inc1,670,268$36.0M0.05%+438,510+35.6%Added
Glenmede Trust Co NA1,633,517$35.2M0.18%+190,936+13.2%Added
Schonfeld Strategic Advisors LLC1,629,578$35.1M0.29%−1,611,989−49.7%Reduced
DekaBank Deutsche Girozentrale1,643,469$34.7M0.07%+548,318+50.1%Added
SEI Investments Co1,600,541$34.5M0.06%−113,752−6.6%Reduced
Manufacturers Life Insurance Company, The1,598,567$34.4M0.02%+40,995+2.6%Added
Cooke & Bieler LP1,578,903$34.0M0.30%−22,012−1.4%Reduced
Assenagon Asset Management S.A.1,543,483$33.2M0.10%+1,543,483New
Falcon Edge Capital, LP1,534,256$33.0M15.93%+21,522+1.4%Added
New York State Teachers Retirement System1,529,201$32.9M0.07%−31,995−2.0%Reduced
Ci Investments Inc.1,513,578$32.6M0.17%−561,568−27.1%Reduced
Brandywine Global Investment Management, LLC1,505,443$32.4M0.26%+106,681+7.6%Added
Osterweis Capital Management Inc1,501,498$32.3M2.05%+52,872+3.6%Added
Credit Suisse AG1,492,627$32.1M0.03%+189,682+14.6%Added
Caas Capital Management LP1,485,097$32.0M30.34%−1,420,820−48.9%Reduced
VGI Partners Ltd1,477,414$31.8M3.38%−1,294,000−46.7%Reduced
State Board of Administration of Florida Retirement System1,462,119$31.5M0.07%−73,529−4.8%Reduced
Brown Advisory Inc1,451,794$31.3M0.04%+153,590+11.8%Added
Blair William & Co1,414,552$30.5M0.10%+22,809+1.6%Added
Rudius Management LP1,367,894$29.5M8.39%+414,155+43.4%Added
CBOE Vest Financial, LLC1,341,270$28.9M1.08%+1,271,185+1,813.8%Added
Swedbank AB1,304,570$28.1M0.05%+434,899+50.0%Added
Oppenheimer Asset Management Inc.1,245,837$26.8M0.37%−43,300−3.4%Reduced
Nomura Holdings Inc1,236,888$26.6M0.24%+472,711+61.9%Added
Prudential Financial Inc1,251,795$26.6M0.04%−238,092−16.0%Reduced
TD Asset Management Inc1,223,215$26.3M0.03%−342,744−21.9%Reduced
Edmond de Rothschild Holding S.A.1,220,000$26.3M0.47%−10,000−0.8%Reduced
Sofinnova Investments, Inc.1,206,939$26.0M1.46%−595,145−33.0%Reduced
Kempen Capital Management N.V.1,204,737$25.9M0.36%+495,384+69.8%Added
Wealth High Governance Capital Ltda1,200,000$25.8M11.12%+300,000+33.3%Added
Maple Rock Capital Partners Inc.1,185,000$25.5M2.00%00.0%Unchanged
Janney Montgomery Scott LLC1,178,209$25.4M0.08%+132,101+12.6%Added
RMB Capital Management, LLC1,177,901$25.4M0.77%+81,443+7.4%Added
RNC Capital Management LLC1,172,166$25.2M1.51%−101,504−8.0%Reduced
Mitsubishi UFJ Trust & Banking Corp1,121,866$24.2M0.06%−234,534−17.3%Reduced
Allspring Global Investments Holdings, LLC1,107,524$23.8M0.04%−7,273−0.7%Reduced
Clark Estates Inc1,100,000$23.7M4.01%+100,000+10.0%Added
Toronto Dominion Bank1,098,692$23.7M0.03%+294,946+36.7%Added
Clearline Capital LP1,090,654$23.5M2.62%−569,233−34.3%Reduced
Samlyn Capital, LLC1,050,445$22.6M0.49%−780,176−42.6%Reduced
State of Wisconsin Investment Board1,041,596$22.4M0.06%+92,087+9.7%Added
CORDA Investment Management, LLC.1,030,186$22.2M1.86%+8,662+0.8%Added
State of Tennessee, Treasury Department968,727$20.9M0.08%−36,100−3.6%Reduced
State of New Jersey Common Pension Fund D966,624$20.8M0.07%+93,478+10.7%Added
Crestwood Advisors Group LLC963,089$20.7M0.48%+37,886+4.1%Added
Chevy Chase Trust Holdings, Inc.962,758$20.7M0.07%−5,974−0.6%Reduced
Eubel Brady & Suttman Asset Management Inc937,090$20.2M2.68%+87,099+10.2%Added
Point72 Asset Management, L.P.918,900$19.8M0.06%−7,643,000−89.3%Reduced
GCM Grosvenor Holdings, LLC908,975$19.6M3.46%+243,975+36.7%Added
Renaissance Capital LLC908,948$19.6M9.62%+30,119+3.4%Added
Hudson Bay Capital Management LP907,412$19.5M0.17%−1,491,843−62.2%Reduced
InterOcean Capital Group, LLC892,398$19.2M0.52%+231,534+35.0%Added
Public Employees Retirement System of Ohio888,855$19.1M0.08%−7,682−0.9%Reduced
KBC Group NV884,791$19.1M0.07%+479,046+118.1%Added
Quadrature Capital Ltd881,110$19.0M0.34%−1,915,252−68.5%Reduced
Soapstone Management L.P.850,000$18.3M10.01%+255,000+42.9%Added
Maplelane Capital, LLC848,000$18.3M2.11%−422,000−33.2%Reduced
Truist Financial Corp833,310$17.9M0.03%+297,178+55.4%Added
Segantii Capital Management Ltd822,500$17.7M1.04%+397,500+93.5%Added
Macquarie Group Ltd811,213$17.5M0.02%+128,381+18.8%Added
Clarkston Capital Partners, LLC785,437$16.9M0.31%+785,437New
Pictet Asset Management Holding SA778,560$16.8M0.02%−39,784−4.9%Reduced
Treasurer of the State of North Carolina770,034$16.6M0.08%+7,520+1.0%Added
Group One Trading, L.P.745,975$16.1M0.50%+109,646+17.2%Added
Stifel Financial Corp745,064$16.0M0.02%+280,591+60.4%Added
Holocene Advisors, LP744,117$16.0M0.06%−13,293,245−94.7%Reduced
Gradient Investments LLC743,399$16.0M0.39%+109,478+17.3%Added
Norris Perne & French LLP740,008$15.9M1.23%−7,615−1.0%Reduced
Korea Investment CORP735,371$15.8M0.04%−94,547−11.4%Reduced
Smith Chas P & Associates Pa Cpas727,824$15.7M1.03%+59,265+8.9%Added
Gunn & Co Investment Management, Inc.727,824$15.7M1.03%+675,728+1,297.1%Added
Advisors Capital Management, LLC726,989$15.7M0.32%+7,479+1.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)717,414$15.4M0.06%+156,678+27.9%Added
Asset Management One Co.,Ltd.704,351$15.1M0.06%+108,354+18.2%Added
Cubist Systematic Strategies, LLC692,104$14.9M0.18%+692,104New
National Bank of Canada684,979$14.8M0.03%+142,773+26.3%Added
Bridgewater Associates, LP680,923$14.7M0.08%+680,923New
M&G Investment Management Ltd666,373$14.7M0.09%+666,373New
HAP Trading, LLC672,413$14.5M4.25%+329,846+96.3%Added
Cramer Rosenthal McGlynn LLC669,998$14.4M0.78%−71,626−9.7%Reduced
Rbo & Co LLC669,042$14.4M2.47%+368,468+122.6%Added
Brown Brothers Harriman & Co662,272$14.3M0.12%−4,159−0.6%Reduced
Anchor Capital Advisors LLC647,078$13.9M0.37%−20,223−3.0%Reduced
Comerica Bank643,866$13.9M0.06%+118,278+22.5%Added
BW Gestao de Investimentos Ltda.625,000$13.5M1.53%−475,000−43.2%Reduced
Raymond James Financial Services Advisors, Inc.604,176$13.0M0.02%+21,514+3.7%Added
Squarepoint Ops LLC596,701$12.8M0.05%−102,105−14.6%Reduced
Readystate Asset Management LP580,850$12.5M0.75%+580,850New
TCW Group Inc560,386$12.1M0.13%+242,923+76.5%Added
Thomasville National Bank559,816$12.1M1.07%+559,816New
Greenlight Capital Inc554,490$11.9M0.58%+554,490New
Lazard Asset Management LLC543,650$11.7M0.01%−6,994,519−92.8%Reduced
Zuckerman Investment Group, LLC537,632$11.6M1.49%+207,044+62.6%Added
Baird Financial Group, Inc.533,596$11.5M0.03%+224,316+72.5%Added
NS Partners Ltd530,002$11.4M0.55%+238,096+81.6%Added
Saturna Capital CORP527,078$11.3M0.18%+1,741+0.3%Added
Victory Capital Management Inc526,301$11.3M0.01%+3,014+0.6%Added
First Trust Advisors LP522,213$11.2M0.01%−158,741−23.3%Reduced
Isthmus Partners, LLC522,169$11.2M1.46%+18,432+3.7%Added