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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,014 | $34.6B |
| Q1 2026 | 1,019 | $30.1B |
| Q4 2025 | 1,049 | $31.3B |
| Q3 2025 | 1,067 | $29.8B |
| Q2 2025 | 1,106 | $40.1B |
| Q1 2025 | 1,085 | $45.8B |
| Q4 2024 | 1,013 | $41.2B |
| Q3 2024 | 1,003 | $44.1B |
| Q2 2024 | 998 | $34.2B |
| Q1 2024 | 962 | $40.3B |
| Q4 2023 | 984 | $40.3B |
| Q3 2023 | 915 | $34.2B |
| Q2 2023 | 161 | $5.94B |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 1 | $306.3K |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foyston, Gordon, & Payne Inc | 505,017 | $10.9M | 2.73% | +32,297+6.8% | Added |
| KLCM Advisors, Inc. | 500,663 | $10.8M | 1.66% | +22,223+4.6% | Added |
| Unisphere Establishment | 500,000 | $10.8M | 0.11% | +500,000 | New |
| South Dakota Investment Council | 496,749 | $10.7M | 0.23% | −4,100−0.8% | Reduced |
| Foundry Partners, LLC | 492,848 | $10.6M | 0.64% | −56,455−10.3% | Reduced |
| State of Michigan Retirement System | 492,039 | $10.6M | 0.06% | +19,600+4.1% | Added |
| Gotham Asset Management, LLC | 488,175 | $10.5M | 0.20% | −262,687−35.0% | Reduced |
| Arizona State Retirement System | 484,871 | $10.4M | 0.08% | +51,259+11.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 480,640 | $10.3M | 0.03% | +99,126+26.0% | Added |
| Blackhill Capital Inc | 477,887 | $10.3M | 0.82% | −259,211−35.2% | Reduced |
| Interval Partners, LP | 474,972 | $10.2M | 0.44% | −610,720−56.3% | Reduced |
| Alberta Investment Management Corp | 473,195 | $10.2M | 0.10% | 00.0% | Unchanged |
| Armistice Capital, LLC | 470,000 | $10.1M | 0.27% | +470,000 | New |
| Ancora Advisors, LLC | 463,954 | $9.99M | 0.24% | −40,653−8.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 455,872 | $9.81M | 0.79% | −34,062−7.0% | Reduced |
| Sawgrass Asset Management LLC | 447,308 | $9.63M | 1.09% | −13,576−2.9% | Reduced |
| Guardian Capital LP | 447,146 | $9.63M | 0.35% | −19,768−4.2% | Reduced |
| MetLife Investment Management | 442,839 | $9.53M | 0.07% | −8,162−1.8% | Reduced |
| Howland Capital Management LLC | 441,811 | $9.51M | 0.50% | +55,157+14.3% | Added |
| Centiva Capital, LP | 438,937 | $9.45M | 0.59% | −1,460,401−76.9% | Reduced |
| Man Group plc | 438,935 | $9.45M | 0.03% | – | – |
| American International Group, Inc. | 437,772 | $9.43M | 0.04% | −16,096−3.5% | Reduced |
| Amalgamated Bank | 435,361 | $9.37M | 0.07% | −6,459−1.5% | Reduced |
| Omers Administration Corp | 431,400 | $9.29M | 0.12% | +431,400 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 426,997 | $9.19M | 0.01% | −979,270−69.6% | Reduced |
| Ingalls & Snyder LLC | 425,091 | $9.15M | 0.42% | +2,839+0.7% | Added |
| Clifford Capital Partners LLC | 424,245 | $9.13M | 2.36% | +10,675+2.6% | Added |
| Tweedy, Browne Co LLC | 423,799 | $9.12M | 0.45% | −23,627−5.3% | Reduced |
| The PNC Financial Services Group, Inc. | 411,184 | $8.85M | 0.01% | +124,016+43.2% | Added |
| Crestline Management, LP | 407,023 | $8.76M | 0.81% | +351,869+638.0% | Added |
| Rothschild Investment LLC | 401,903 | $8.65M | 0.73% | +401,903 | New |
| ExodusPoint Capital Management, LP | 400,107 | $8.61M | 0.11% | −647,633−61.8% | Reduced |
| Pinebridge Investments, L.P. | 396,438 | $8.54M | 0.08% | +396,438 | New |
| Skba Capital Management LLC | 395,160 | $8.51M | 1.43% | +395,160 | New |
| CIBC Asset Management Inc | 394,949 | $8.50M | 0.03% | +86,171+27.9% | Added |
| Robeco Institutional Asset Management B.V. | 393,323 | $8.47M | 0.02% | −776,384−66.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 393,232 | $8.47M | 0.11% | +45,900+13.2% | Added |
| Douglas Lane & Associates, LLC | 392,231 | $8.44M | 0.13% | +330,238+532.7% | Added |
| Simplex Trading, LLC | 391,260 | $8.42M | 0.26% | −128,334−24.7% | Reduced |
| Mackenzie Financial Corp | 386,450 | $8.32M | 0.01% | −3,099,080−88.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 384,878 | $8.29M | 0.08% | +56,805+17.3% | Added |
| Retirement Systems of Alabama | 379,841 | $8.18M | 0.03% | −9,837−2.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 379,627 | $8.17M | 1.06% | +17,611+4.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 377,423 | $8.13M | 0.06% | +30,902+8.9% | Added |
| Sound Income Strategies, LLC | 373,952 | $8.05M | 0.67% | +30,505+8.9% | Added |
| Mayar Capital Ltd. | 373,919 | $8.05M | 6.54% | +130,536+53.6% | Added |
| CI Private Wealth, LLC | 365,667 | $7.87M | 0.01% | +244,925+202.8% | Added |
| Richard C. Young & CO., LTD. | 362,167 | $7.80M | 1.05% | +7,549+2.1% | Added |
| Texas Permanent School Fund | 355,848 | $7.66M | 0.07% | −249−0.1% | Reduced |
| Kornitzer Capital Management Inc | 352,805 | $7.60M | 0.15% | −109,195−23.6% | Reduced |
| D. E. Shaw & Co., Inc. | 351,056 | $7.56M | 0.01% | +351,056 | New |
| Aviva PLC | 350,826 | $7.55M | 0.03% | −705,651−66.8% | Reduced |
| Capitolis Liquid Global Markets LLC | 350,000 | $7.54M | 0.31% | +350,000 | New |
| Factory Mutual Insurance Co | 348,925 | $7.51M | 0.09% | 00.0% | Unchanged |
| Tredje AP-fonden | 344,699 | $7.42M | 0.09% | +23,640+7.4% | Added |
| Yousif Capital Management, LLC | 342,684 | $7.38M | 0.09% | +72,504+26.8% | Added |
| Longbow Finance SA | 337,031 | $7.26M | 0.74% | +15,455+4.8% | Added |
| IFM Investors Pty Ltd | 334,116 | $7.19M | 0.09% | +25,357+8.2% | Added |
| Cerity Partners LLC | 331,021 | $7.13M | 0.02% | +254,524+332.7% | Added |
| Nisa Investment Advisors, LLC | 331,005 | $7.13M | 0.05% | +250,958+313.5% | Added |
| Forsta Ap-Fonden | 329,175 | $7.09M | 0.07% | +11,700+3.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 317,049 | $6.83M | 0.04% | +22,469+7.6% | Added |
| FWL Investment Management, LLC | 315,032 | $6.78M | 3.95% | +315,032 | New |
| Advisor Group Holdings, Inc. | 306,321 | $6.60M | 0.01% | +4,425+1.5% | Added |
| Tudor Investment Corp Et Al | 304,296 | $6.55M | 0.09% | −75,479−19.9% | Reduced |
| Illinois Municipal Retirement Fund | 301,913 | $6.50M | 0.11% | +264,397+704.8% | Added |
| Czech National Bank | 301,859 | $6.50M | 0.09% | +643+0.2% | Added |
| Woodline Partners LP | 301,790 | $6.50M | 0.07% | −181,726−37.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 299,069 | $6.44M | 0.01% | +102,150+51.9% | Added |
| Dorchester Wealth Management Co | 298,685 | $6.43M | 1.19% | +14,080+4.9% | Added |
| Capstone Investment Advisors, LLC | 297,758 | $6.41M | 0.11% | −376,625−55.8% | Reduced |
| Alpine Woods Capital Investors, LLC | 296,934 | $6.39M | 0.96% | +1,728+0.6% | Added |
| Willis Investment Counsel | 294,354 | $6.34M | 0.45% | −3,205−1.1% | Reduced |
| Channing Capital Management, LLC | 287,793 | $6.20M | 0.18% | +287,793 | New |
| Marathon Asset Mgmt Ltd | 282,225 | $6.08M | 0.17% | −11,039−3.8% | Reduced |
| Northeast Investment Management | 280,036 | $6.03M | 0.32% | +52,616+23.1% | Added |
| Xponance, Inc. | 277,638 | $5.98M | 0.07% | +7,601+2.8% | Added |
| Fifth Third Bancorp | 277,580 | $5.98M | 0.03% | +72,435+35.3% | Added |
| Bank of Nova Scotia | 275,862 | $5.94M | 0.01% | −2,454,802−89.9% | Reduced |
| State of Alaska, Department of Revenue | 272,875 | $5.87M | 0.07% | +68,105+33.3% | Added |
| Davenport & Co LLC | 273,011 | $5.87M | 0.04% | −762,163−73.6% | Reduced |
| Westchester Capital Management, LLC | 272,500 | $5.87M | 0.24% | +272,500 | New |
| Commonwealth Equity Services, LLC | 271,606 | $5.85M | 0.01% | +19,980+7.9% | Added |
| Bahl & Gaynor Inc | 262,992 | $5.66M | 0.03% | +12,082+4.8% | Added |
| Bradley Foster & Sargent Inc | 262,886 | $5.66M | 0.11% | +247,411+1,598.8% | Added |
| Walleye Trading LLC | 258,436 | $5.56M | 0.08% | −15,876−5.8% | Reduced |
| Public Employees Retirement Association of Colorado | 247,553 | $5.33M | 0.02% | +190,236+331.9% | Added |
| Ethic Inc. | 245,498 | $5.29M | 0.16% | +245,498 | New |
| Mariner, LLC | 244,371 | $5.26M | 0.01% | +119,250+95.3% | Added |
| New York Life Investment Management LLC | 243,975 | $5.25M | 0.05% | −1,755−0.7% | Reduced |
| Viking Fund Management LLC | 241,000 | $5.19M | 1.01% | 00.0% | Unchanged |
| Locust Wood Capital Advisers, LLC | 240,178 | $5.17M | 0.22% | −2,227,610−90.3% | Reduced |
| Mutual of America Capital Management LLC | 232,802 | $5.01M | 0.06% | −10,157−4.2% | Reduced |
| Boston Financial Mangement LLC | 231,047 | $4.97M | 0.17% | −9,750−4.0% | Reduced |
| Murchinson Ltd. | 230,103 | $4.95M | 0.93% | −365,406−61.4% | Reduced |
| Mizuho Markets Americas LLC | 226,375 | $4.87M | 0.15% | +226,375 | New |
| AQR Capital Management LLC | 223,114 | $4.79M | 0.01% | +208,987+1,479.3% | Added |
| CIBC World Markets Corp | 221,837 | $4.78M | 0.03% | −197,344−47.1% | Reduced |
| Bancreek Capital Management, LP | 219,937 | $4.74M | 4.02% | +64,743+41.7% | Added |
| Tower Research Capital LLC (TRC) | 217,249 | $4.68M | 0.06% | +123,460+131.6% | Added |