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, Q2 2025
Institutional positions in Kenvue Inc. as of Jun 30, 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
- 1,106
- +35 vs. Q1 2025
- Shares held
- 1.91B
- +12.2M (+0.6%) vs. Q1 2025
- Total value
- $40.1B
- −$5.54B (−12.1%) vs. Q1 2025
- New holders
- 146
- 457 more added
- Sold out
- 111
- 404 more reduced
14 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| National Bank of Canada | 1,444,576 | $30.2M | 0.03% | +632,457+77.9% | Added |
| Adage Capital Partners GP, L.L.C. | 1,518,958 | $31.8M | 0.05% | −130,800−7.9% | Reduced |
| New York State Teachers Retirement System | 1,519,174 | $31.8M | 0.07% | +4290.0% | Added |
| Capital Research Global Investors | 1,569,281 | $32.8M | 0.01% | −581,709−27.0% | Reduced |
| SEI Investments Co | 1,582,624 | $33.1M | 0.04% | −706,101−30.9% | Reduced |
| Advisors Capital Management, LLC | 1,635,838 | $34.2M | 0.47% | +106,677+7.0% | Added |
| Neuberger Berman Group LLC | 1,689,155 | $35.4M | 0.03% | +752,891+80.4% | Added |
| Saturna Capital CORP | 1,731,373 | $36.2M | 0.49% | +12,772+0.7% | Added |
| Brandes Investment Partners, LP | 1,798,333 | $37.6M | 0.34% | −1,102,082−38.0% | Reduced |
| State Board of Administration of Florida Retirement System | 1,805,547 | $37.8M | 0.07% | +42,119+2.4% | Added |
| RNC Capital Management LLC | 1,864,647 | $39.0M | 1.89% | −20,538−1.1% | Reduced |
| Manufacturers Life Insurance Company, The | 1,873,705 | $39.2M | 0.04% | +10,885+0.6% | Added |
| Scopus Asset Management, L.P. | 1,929,941 | $40.4M | 1.08% | +1,929,941 | New |
| UniSuper Management Pty Ltd | 1,938,857 | $40.6M | 0.27% | +691,739+55.5% | Added |
| Natixis Advisors, L.P. | 2,004,905 | $42.0M | 0.07% | +96,758+5.1% | Added |
| New York State Common Retirement Fund | 2,044,689 | $42.8M | 0.06% | −402,487−16.4% | Reduced |
| Colony Group, LLC | 2,086,199 | $43.7M | 0.09% | +204,980+10.9% | Added |
| Forest Avenue Capital Management LP | 2,099,500 | $43.9M | 3.43% | +2,099,500 | New |
| Royal London Asset Management Ltd | 2,106,550 | $44.1M | 0.10% | −44,002−2.0% | Reduced |
| LPL Financial LLC | 2,142,841 | $44.8M | 0.01% | +70,384+3.4% | Added |
| Candlestick Capital Management LP | 2,148,836 | $45.0M | 1.49% | +2,148,836 | New |
| Principal Financial Group Inc | 2,169,044 | $45.4M | 0.02% | −151,610−6.5% | Reduced |
| CBOE Vest Financial, LLC | 2,328,506 | $48.7M | 0.69% | −309,773−11.7% | Reduced |
| Twinbeech Capital LP | 2,474,738 | $51.8M | 1.17% | +2,474,738 | New |
| Cullen Capital Management LLC | 2,484,940 | $52.0M | 0.59% | −6,565,339−72.5% | Reduced |
| Empower Advisory Group, LLC | 2,531,016 | $53.0M | 0.16% | +117,841+4.9% | Added |
| Victory Capital Management Inc | 2,616,244 | $54.8M | 0.04% | +970,227+58.9% | Added |
| Nicholas Company, Inc. | 2,623,637 | $54.9M | 0.92% | −2500.0% | Reduced |
| TD Asset Management Inc | 2,651,034 | $55.5M | 0.05% | −219,680−7.7% | Reduced |
| Canada Pension Plan Investment Board | 2,694,498 | $56.4M | 0.05% | +1,674,072+164.1% | Added |
| Nomura Asset Management Co Ltd | 2,775,078 | $58.1M | 0.16% | −1,197,203−30.1% | Reduced |
| National Pension Service | 2,777,047 | $58.1M | 0.05% | −108,871−3.8% | Reduced |
| HSBC Holdings PLC | 3,036,208 | $63.5M | 0.04% | −208,577−6.4% | Reduced |
| California State Teachers Retirement System | 3,179,536 | $66.5M | 0.07% | +51,391+1.6% | Added |
| California Public Employees Retirement System | 3,242,423 | $67.9M | 0.04% | +123,636+4.0% | Added |
| BNP Paribas Arbitrage, SA | 3,264,977 | $68.3M | 0.05% | −191,294−5.5% | Reduced |
| Alyeska Investment Group, L.P. | 3,277,050 | $68.6M | 0.24% | −1,140,509−25.8% | Reduced |
| Bessemer Group Inc | 3,319,933 | $69.5M | 0.11% | +958,757+40.6% | Added |
| Rhumbline Advisers | 3,568,700 | $74.7M | 0.06% | +15,534+0.4% | Added |
| Great West Life Assurance Co | 3,754,921 | $78.7M | 0.12% | +389,933+11.6% | Added |
| Royal Bank of Canada | 4,122,311 | $86.3M | 0.02% | −1,523,845−27.0% | Reduced |
| Raymond James Financial Inc | 4,150,778 | $86.9M | 0.03% | +17,389+0.4% | Added |
| Maplelane Capital, LLC | 4,183,000 | $87.6M | 5.40% | +4,183,000 | New |
| Citigroup Inc | 4,212,660 | $88.2M | 0.06% | +6,883+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,303,956 | $90.1M | 0.07% | +240,596+5.9% | Added |
| Epoch Investment Partners, Inc. | 4,308,207 | $90.2M | 0.47% | −486,365−10.1% | Reduced |
| Thrivent Financial for Lutherans | 4,334,820 | $90.7M | 0.20% | +49,427+1.2% | Added |
| Ameriprise Financial Inc | 4,355,691 | $91.2M | 0.02% | −488,039−10.1% | Reduced |
| Wells Fargo & Company | 4,610,735 | $96.5M | 0.02% | +33,975+0.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 4,861,654 | $101.8M | 0.06% | +79,724+1.7% | Added |
| Keybank National Association | 4,884,962 | $102.2M | 0.38% | −88,448−1.8% | Reduced |
| Equity Investment Corp | 4,896,170 | $102.5M | 2.24% | −627,745−11.4% | Reduced |
| Susquehanna International Group, LLP | 5,039,430 | $105.5M | 0.16% | +4,595,854+1,036.1% | Added |
| Deutsche Bank AG | 5,063,562 | $106.0M | 0.04% | −213,090−4.0% | Reduced |
| Lazard Asset Management LLC | 5,340,408 | $111.8M | 0.15% | +2,601,440+95.0% | Added |
| HighTower Advisors, LLC | 5,490,220 | $114.9M | 0.14% | +396,319+7.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,652,093 | $118.3M | 0.19% | −21,229,626−79.0% | Reduced |
| Swiss National Bank | 5,808,046 | $121.6M | 0.07% | +400,700+7.4% | Added |
| Alliancebernstein L.P. | 6,438,473 | $134.8M | 0.04% | +3,456,204+115.9% | Added |
| Macquarie Group Ltd | 6,905,397 | $144.5M | 0.18% | +5,960,984+631.2% | Added |
| Holocene Advisors, LP | 7,071,137 | $148.0M | 0.36% | −746,736−9.6% | Reduced |
| Burgundy Asset Management Ltd. | 7,148,796 | $149.6M | 1.46% | +592,854+9.0% | Added |
| ProShare Advisors LLC | 7,226,649 | $151.3M | 0.30% | −1,222,147−14.5% | Reduced |
| Capital World Investors | 7,431,490 | $155.5M | 0.02% | +7,431,490 | New |
| Assenagon Asset Management S.A. | 7,697,023 | $161.1M | 0.26% | +6,812,675+770.4% | Added |
| Barclays PLC | 8,130,324 | $170.2M | 0.07% | +2,566,743+46.1% | Added |
| Yacktman Asset Management LP | 8,187,172 | $171.4M | 2.30% | −83,316−1.0% | Reduced |
| M&G Plc | 8,173,365 | $171.6M | 0.95% | +1,292,711+18.8% | Added |
| Third Point LLCSuperinvestorThird Point | 8,525,000 | $178.4M | 2.34% | −375,000−4.2% | Reduced |
| Van Eck Associates Corp | 9,121,147 | $190.9M | 0.22% | −1,504,571−14.2% | Reduced |
| Federated Hermes, Inc. | 9,220,268 | $193.0M | 0.36% | +467,505+5.3% | Added |
| Voya Investment Management LLC | 9,691,217 | $202.2M | 0.20% | −2,440,251−20.1% | Reduced |
| D. E. Shaw & Co., Inc. | 9,997,181 | $209.2M | 0.21% | +6,278,750+168.9% | Added |
| Sachem Head Capital Management LP | 10,160,000 | $212.6M | 6.64% | +10,160,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,408,055 | $217.8M | 3.34% | +1,941,154+22.9% | Added |
| Envestnet Asset Management Inc | 10,602,065 | $221.9M | 0.06% | +165,211+1.6% | Added |
| Boston Partners | 12,638,185 | $264.8M | 0.29% | −12,708,268−50.1% | Reduced |
| Citadel Advisors LLC | 12,704,575 | $265.9M | 0.23% | −6,656,732−34.4% | Reduced |
| Legal & General Group Plc | 14,453,055 | $302.5M | 0.08% | +519,869+3.7% | Added |
| Amundi | 14,509,890 | $305.4M | 0.11% | +6,559,261+82.5% | Added |
| Nuveen, LLC | 14,807,351 | $309.9M | 0.09% | +6,765,692+84.1% | Added |
| TOMS Capital Investment Management LP | 16,163,000 | $338.3M | 25.07% | +1,748,000+12.1% | Added |
| Goldman Sachs Group Inc | 17,041,902 | $356.7M | 0.06% | +1,895,323+12.5% | Added |
| Invesco Ltd. | 17,818,771 | $372.9M | 0.06% | +1,759,065+11.0% | Added |
| Morgan Stanley | 19,162,956 | $401.1M | 0.03% | −2,046,628−9.6% | Reduced |
| UBS Asset Management Americas Inc | 20,198,750 | $422.8M | 0.09% | +6,055,299+42.8% | Added |
| Dimensional Fund Advisors LP | 20,379,282 | $426.5M | 0.10% | +522,470+2.6% | Added |
| Northern Trust Corp | 20,494,432 | $428.9M | 0.06% | −890,429−4.2% | Reduced |
| JPMorgan Chase & Co | 20,888,316 | $437.2M | 0.03% | −4,023,910−16.2% | Reduced |
| Starboard Value LPSuperinvestorStarboard Value | 20,929,938 | $438.1M | 7.59% | −1,124,062−5.1% | Reduced |
| Charles Schwab Investment Management Inc | 24,952,735 | $522.2M | 0.09% | −653,503−2.6% | Reduced |
| Norges Bank | 25,676,929 | $537.4M | 0.07% | +1,412,061+5.8% | Added |
| UBS Group AG | 26,026,298 | $544.7M | 0.11% | +18,413,270+241.9% | Added |
| American Century Companies Inc | 30,265,020 | $633.4M | 0.34% | +8,436,166+38.6% | Added |
| Bank of America Corp | 30,962,258 | $648.0M | 0.05% | +3,384,687+12.3% | Added |
| Independent Franchise Partners LLP | 31,265,574 | $654.4M | 4.35% | +21,886,537+233.4% | Added |
| Bank of New York Mellon Corp | 31,614,330 | $661.7M | 0.13% | −4,171,871−11.7% | Reduced |
| Franklin Resources Inc | 33,269,205 | $696.3M | 0.18% | −5,958,230−15.2% | Reduced |
| Wellington Management Group LLP | 46,372,095 | $970.6M | 0.18% | −15,097,085−24.6% | Reduced |
| Geode Capital Management, LLC | 49,001,887 | $1.02B | 0.07% | +604,953+1.2% | Added |