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, Q1 2025
Institutional positions in Kenvue Inc. as of Mar 31, 2025. 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
- 1,085
- +89 vs. Q4 2024
- Shares held
- 1.91B
- −8.18M (−0.4%) vs. Q4 2024
- Total value
- $45.8B
- +$4.84B (+11.8%) vs. Q4 2024
- New holders
- 159
- 463 more added
- Sold out
- 70
- 371 more reduced
17 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 2,150,552 | $51.6M | 0.12% | −183,881−7.9% | Reduced |
| Capital Research Global Investors | 2,150,990 | $51.6M | 0.01% | +9,390+0.4% | Added |
| KBC Group NV | 2,179,185 | $52.3M | 0.16% | +1,645,519+308.3% | Added |
| SEI Investments Co | 2,288,725 | $54.9M | 0.07% | +81,665+3.7% | Added |
| Principal Financial Group Inc | 2,320,654 | $55.6M | 0.03% | −10,719−0.5% | Reduced |
| Bessemer Group Inc | 2,361,176 | $56.6M | 0.10% | −79,922−3.3% | Reduced |
| STRS Ohio | 2,392,144 | $57.4M | 0.24% | −450,494−15.8% | Reduced |
| Empower Advisory Group, LLC | 2,413,175 | $57.9M | 0.19% | +153,111+6.8% | Added |
| New York State Common Retirement Fund | 2,447,176 | $58.7M | 0.09% | −364,567−13.0% | Reduced |
| Nicholas Company, Inc. | 2,623,887 | $62.9M | 1.09% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 2,638,279 | $63.3M | 0.98% | +167,265+6.8% | Added |
| Lazard Asset Management LLC | 2,738,968 | $65.7M | 0.10% | +520,743+23.5% | Added |
| Nordea Investment Management AB | 2,787,112 | $66.7M | 0.07% | −3,831,787−57.9% | Reduced |
| TD Asset Management Inc | 2,870,714 | $68.8M | 0.06% | +802,945+38.8% | Added |
| National Pension Service | 2,885,918 | $69.2M | 0.07% | +64,762+2.3% | Added |
| Brandes Investment Partners, LP | 2,900,415 | $69.6M | 0.71% | −40,297−1.4% | Reduced |
| Alliancebernstein L.P. | 2,982,269 | $71.5M | 0.03% | +395,785+15.3% | Added |
| California Public Employees Retirement System | 3,118,787 | $74.8M | 0.05% | +174,256+5.9% | Added |
| California State Teachers Retirement System | 3,128,145 | $75.0M | 0.09% | −20,867−0.7% | Reduced |
| HSBC Holdings PLC | 3,244,785 | $77.6M | 0.05% | −124,921−3.7% | Reduced |
| Great West Life Assurance Co | 3,364,988 | $80.9M | 0.14% | −503,486−13.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,456,271 | $82.9M | 0.06% | +86,676+2.6% | Added |
| Rhumbline Advisers | 3,553,166 | $85.2M | 0.08% | +215,188+6.4% | Added |
| D. E. Shaw & Co., Inc. | 3,718,431 | $89.2M | 0.11% | +3,718,431 | New |
| Nomura Asset Management Co Ltd | 3,972,281 | $95.3M | 0.29% | +16,798+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,063,360 | $97.4M | 0.09% | +454,148+12.6% | Added |
| Raymond James Financial Inc | 4,133,389 | $99.1M | 0.04% | −500,164−10.8% | Reduced |
| Citigroup Inc | 4,205,777 | $100.9M | 0.08% | +2,867,363+214.2% | Added |
| Thrivent Financial for Lutherans | 4,285,393 | $102.8M | 0.23% | +226,660+5.6% | Added |
| Alyeska Investment Group, L.P. | 4,417,559 | $105.9M | 0.42% | −1,403,254−24.1% | Reduced |
| Mondrian Investment Partners LTD | 4,471,693 | $107.2M | 1.83% | −847,394−15.9% | Reduced |
| Wells Fargo & Company | 4,576,760 | $109.8M | 0.03% | +196,378+4.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,781,930 | $114.7M | 0.08% | +14,310+0.3% | Added |
| Epoch Investment Partners, Inc. | 4,794,572 | $115.0M | 0.60% | +1,660,329+53.0% | Added |
| Ameriprise Financial Inc | 4,843,730 | $116.2M | 0.03% | −166,652−3.3% | Reduced |
| Keybank National Association | 4,973,410 | $119.3M | 0.48% | +297,683+6.4% | Added |
| HighTower Advisors, LLC | 5,093,901 | $122.2M | 0.17% | +402,709+8.6% | Added |
| Deutsche Bank AG | 5,276,652 | $126.5M | 0.05% | −5,417,300−50.7% | Reduced |
| Swiss National Bank | 5,407,346 | $129.7M | 0.09% | −3,000−0.1% | Reduced |
| Equity Investment Corp | 5,523,915 | $132.5M | 2.96% | −893,724−13.9% | Reduced |
| Barclays PLC | 5,563,581 | $133.4M | 0.06% | +1,727,244+45.0% | Added |
| Royal Bank of Canada | 5,646,156 | $135.4M | 0.03% | −710,749−11.2% | Reduced |
| Burgundy Asset Management Ltd. | 6,555,942 | $157.2M | 1.63% | +533,528+8.9% | Added |
| M&G Plc | 6,880,654 | $165.1M | 0.79% | +1,168,794+20.5% | Added |
| UBS Group AG | 7,613,028 | $182.6M | 0.04% | −5,296,241−41.0% | Reduced |
| Nuveen, LLC | 8,041,659 | $187.1M | 0.06% | +8,041,659 | New |
| Holocene Advisors, LP | 7,817,873 | $187.5M | 0.55% | −2,775,925−26.2% | Reduced |
| Amundi | 7,950,629 | $188.1M | 0.07% | +444,376+5.9% | Added |
| Yacktman Asset Management LP | 8,270,488 | $198.3M | 2.61% | −36,184−0.4% | Reduced |
| ProShare Advisors LLC | 8,448,796 | $202.6M | 0.46% | +14,938+0.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 8,466,901 | $203.0M | 3.66% | +8,466,901 | New |
| Federated Hermes, Inc. | 8,752,763 | $209.9M | 0.45% | +332,125+3.9% | Added |
| Third Point LLCSuperinvestorThird Point | 8,900,000 | $213.4M | 3.35% | +8,900,000 | New |
| Cullen Capital Management LLC | 9,050,279 | $217.0M | 2.51% | −50,217−0.6% | Reduced |
| Independent Franchise Partners LLP | 9,379,037 | $224.9M | 1.60% | +5,761,288+159.3% | Added |
| Envestnet Asset Management Inc | 10,436,854 | $250.3M | 0.08% | +212,798+2.1% | Added |
| Van Eck Associates Corp | 10,625,718 | $254.8M | 0.33% | −9,443,520−47.1% | Reduced |
| Voya Investment Management LLC | 12,131,468 | $290.6M | 0.32% | +6,886,784+131.3% | Added |
| Legal & General Group Plc | 13,933,186 | $334.1M | 0.09% | +770,158+5.9% | Added |
| UBS Asset Management Americas Inc | 14,143,451 | $339.2M | 0.09% | +1,862,258+15.2% | Added |
| TOMS Capital Investment Management LP | 14,415,000 | $345.7M | 25.59% | +14,415,000 | New |
| Goldman Sachs Group Inc | 15,146,579 | $363.2M | 0.07% | +487,831+3.3% | Added |
| Invesco Ltd. | 16,059,706 | $385.1M | 0.07% | −926,566−5.5% | Reduced |
| Citadel Advisors LLC | 19,361,307 | $464.3M | 0.45% | +12,512,989+182.7% | Added |
| Dimensional Fund Advisors LP | 19,856,812 | $476.1M | 0.12% | +932,633+4.9% | Added |
| Morgan Stanley | 21,209,584 | $508.6M | 0.04% | +3,116,200+17.2% | Added |
| Northern Trust Corp | 21,384,861 | $512.8M | 0.08% | +436,157+2.1% | Added |
| American Century Companies Inc | 21,828,854 | $523.5M | 0.32% | +2,961,716+15.7% | Added |
| Starboard Value LPSuperinvestorStarboard Value | 22,054,000 | $528.9M | 9.62% | +140,000+0.6% | Added |
| Norges Bank | 24,264,868 | $581.9M | 0.08% | −154,239−0.6% | Reduced |
| JPMorgan Chase & Co | 24,912,226 | $597.4M | 0.05% | +2,597,920+11.6% | Added |
| Boston Partners | 25,346,453 | $606.9M | 0.73% | +1,750,490+7.4% | Added |
| Charles Schwab Investment Management Inc | 25,606,238 | $613.9M | 0.12% | +633,461+2.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 26,881,719 | $644.6M | 1.08% | −4,636,560−14.7% | Reduced |
| Bank of America Corp | 27,577,571 | $661.3M | 0.06% | −10,952,617−28.4% | Reduced |
| Bank of New York Mellon Corp | 35,786,201 | $858.2M | 0.17% | −5,465,449−13.2% | Reduced |
| Franklin Resources Inc | 39,227,435 | $940.7M | 0.27% | −3,491,942−8.2% | Reduced |
| Geode Capital Management, LLC | 48,396,934 | $1.16B | 0.09% | +2,328,003+5.1% | Added |
| Wellington Management Group LLP | 61,469,180 | $1.47B | 0.28% | −6,894,254−10.1% | Reduced |
| Massachusetts Financial Services Co | 96,871,731 | $2.32B | 0.77% | −789,613−0.8% | Reduced |
| FMR LLC | 113,995,514 | $2.73B | 0.17% | −14,977,305−11.6% | Reduced |
| State Street Corp | 120,267,273 | $2.88B | 0.12% | −134,231−0.1% | Reduced |
| BlackRock, Inc. | 141,190,001 | $3.39B | 0.07% | +4,640,599+3.4% | Added |
| Price T Rowe Associates Inc | 212,259,423 | $5.09B | 0.63% | −33,626,495−13.7% | Reduced |
| Vanguard Group Inc | 229,144,387 | $5.49B | 0.10% | +10,600,682+4.9% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −6,437−100.0% | Sold out |
| Gates Capital Management, Inc. | 0 | $0 | 0.00% | −5,460,529−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −4,045,288−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,940,810−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −1,508,408−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −798,386−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −607,863−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −420,261−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −385,464−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −280,568−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −225,100−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −135,740−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −76,956−100.0% | Sold out |
| Baugh & Associates, LLC | 0 | $0 | 0.00% | −73,104−100.0% | Sold out |