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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 2025

Institutional positions in Kenvue Inc. as of Dec 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
1,049
+3 vs. Q3 2025
Shares held
1.81B
−12.6M (−0.7%) vs. Q3 2025
Total value
$31.3B
+$1.65B (+5.6%) vs. Q3 2025
New holders
195
374 more added
Sold out
192
397 more reduced

21 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,049 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 2025: $31.3B
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 2025

Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q3 2025.

Institutions holding KVUE in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Magnetar Financial LLC5,263,903$90.8M0.89%+5,263,903New
Mondrian Investment Partners LTD5,773,258$99.6M1.64%+889,163+18.2%Added
Marshall Wace, LLP5,826,776$100.5M0.10%+4,944,173+560.2%Added
Equity Investment Corp6,820,350$117.7M2.38%+1,655,417+32.1%Added
Tudor Investment Corp Et Al6,837,583$117.9M0.65%+6,791,481+14,731.4%Added
Yacktman Asset Management LP7,857,496$135.5M1.90%−82,466−1.0%Reduced
M&G Plc8,135,231$138.3M0.71%+105,091+1.3%Added
Deutsche Bank AG8,228,595$141.9M0.05%+933,602+12.8%Added
Bessemer Group Inc8,491,343$146.5M0.22%+5,177,404+156.2%Added
JPMorgan Chase & Co8,610,444$148.5M0.01%−11,804,410−57.8%Reduced
Nuveen, LLC9,086,035$156.7M0.04%−4,458,718−32.9%Reduced
Alliancebernstein L.P.9,325,500$160.9M0.05%+5,115,784+121.5%Added
Bank of Montreal9,384,200$161.9M0.07%+8,050,823+603.8%Added
CIBC World Markets Corp9,402,473$162.2M0.81%+9,402,473New
ING Groep NV9,856,090$170.0M1.03%+9,157,999+1,311.9%Added
ProShare Advisors LLC10,803,027$186.4M0.33%+3,036,196+39.1%Added
Capitolis Liquid Global Markets LLC10,950,999$188.9M1.13%+10,050,999+1,116.8%Added
Bank of New York Mellon Corp11,088,034$191.3M0.03%−19,272,231−63.5%Reduced
Sculptor Capital LP12,886,328$222.3M2.65%+11,739,328+1,023.5%Added
Bank of America Corp12,953,346$223.4M0.02%−14,668,857−53.1%Reduced
Charles Schwab Investment Management Inc12,963,663$223.6M0.03%−12,085,291−48.2%Reduced
Mizuho Markets Americas LLC14,153,935$244.2M5.24%+320,537+2.3%Added
Legal & General Group Plc14,324,238$247.1M0.05%−461,687−3.1%Reduced
Amundi15,881,928$274.0M0.07%−1,763,833−10.0%Reduced
Goldman Sachs Group Inc16,125,957$278.2M0.04%+2,511,915+18.5%Added
UBS Asset Management Americas Inc17,141,211$295.7M0.06%+10,066+0.1%Added
Morgan Stanley17,228,962$297.2M0.02%−2,266,452−11.6%Reduced
Invesco Ltd.17,551,036$302.8M0.03%+522,696+3.1%Added
Northern Trust Corp19,420,240$335.0M0.04%+190,760+1.0%Added
Price T Rowe Associates Inc19,751,964$340.7M0.04%−95,331,101−82.8%Reduced
Van Eck Associates Corp20,968,087$361.7M0.30%+2,606,506+14.2%Added
Millennium Management LLC21,800,563$376.1M0.27%+16,780,998+334.3%Added
Dimensional Fund Advisors LP22,073,194$380.8M0.08%−1,054,040−4.6%Reduced
Balyasny Asset Management LLC24,220,839$417.8M0.78%+23,183,974+2,236.0%Added
D. E. Shaw & Co., Inc.26,432,352$456.0M0.35%−972,994−3.6%Reduced
American Century Companies Inc26,737,523$461.2M0.23%−10,309,137−27.8%Reduced
Starboard Value LPSuperinvestorStarboard Value27,307,632$471.1M8.92%+6,377,694+30.5%Added
Barclays PLC31,747,636$547.6M0.22%+26,552,946+511.2%Added
UBS Group AG41,751,972$720.2M0.14%+17,598,457+72.9%Added
Norges Bank43,876,034$756.9M0.08%+43,876,034New
Independent Franchise Partners LLP48,146,476$830.5M5.28%+17,343,785+56.3%Added
Geode Capital Management, LLC49,862,574$856.8M0.05%+371,322+0.8%Added
Pentwater Capital Management LP56,720,600$978.4M7.08%+35,640,600+169.1%Added
Massachusetts Financial Services Co68,486,378$1.18B0.38%−18,866,299−21.6%Reduced
FMR LLC94,112,610$1.62B0.08%+3,790,237+4.2%Added
State Street Corp118,865,134$2.05B0.07%+4,063,257+3.5%Added
BlackRock, Inc.159,550,592$2.75B0.05%+14,776,291+10.2%Added
Vanguard Group Inc234,951,484$4.05B0.06%+1,604,040+0.7%Added
Richardson Financial Services Inc.33––00.0%Unchanged
TOMS Capital Investment Management LP0$00.00%−17,400,000−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−12,042,708−100.0%Sold out
Boston Partners0$00.00%−3,296,653−100.0%Sold out
Nicholas Company, Inc.0$00.00%−2,623,637−100.0%Sold out
Mason Capital Management LLC0$00.00%−2,595,000−100.0%Sold out
Forest Avenue Capital Management LP0$00.00%−2,378,300−100.0%Sold out
Twinbeech Capital LP0$00.00%−1,967,031−100.0%Sold out
Maplelane Capital, LLC0$00.00%−1,915,000−100.0%Sold out
Trexquant Investment LP0$00.00%−1,640,188−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−956,632−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−900,211−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−751,127−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−725,966−100.0%Sold out
Owl Creek Asset Management, L.P.0$00.00%−680,822−100.0%Sold out
Boyer & Corporon Wealth Management, LLC0$00.00%−664,974−100.0%Sold out
Palliser Capital (UK) Ltd0$00.00%−589,275−100.0%Sold out
Allen Mooney & Barnes Investment Advisors LLC0$00.00%−581,015−100.0%Sold out
Prospector Partners LLC0$00.00%−575,738−100.0%Sold out
Quadrature Capital Ltd0$00.00%−547,686−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−537,435−100.0%Sold out
Norris Perne & French LLP0$00.00%−531,799−100.0%Sold out
Group One Trading, L.P.0$00.00%−521,513−100.0%Sold out
NS Partners Ltd0$00.00%−505,762−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−483,928−100.0%Sold out
Guardian Capital LP0$00.00%−469,900−100.0%Sold out
Varma Mutual Pension Insurance Co0$00.00%−423,166−100.0%Sold out
RMB Capital Management, LLC0$00.00%−393,909−100.0%Sold out
Troluce Capital Advisors LLC0$00.00%−325,000−100.0%Sold out
Columbus Macro, LLC0$00.00%−303,419−100.0%Sold out
Wills Financial Group LLC0$00.00%−290,081−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−273,599−100.0%Sold out
Arlington Partners LLC0$00.00%−262,111−100.0%Sold out
Waycross Partners, LLC0$00.00%−200,000−100.0%Sold out
Wallington Asset Management, LLC0$00.00%−183,437−100.0%Sold out
Martin & Co Inc0$00.00%−170,640−100.0%Sold out
SummitTX Capital, L.P.0$00.00%−155,522−100.0%Sold out
Headlands Technologies LLC0$00.00%−152,380−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−132,086−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−131,295−100.0%Sold out
Scoggin Management LP0$00.00%−125,000−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−121,522−100.0%Sold out
Valicenti Advisory Services Inc0$00.00%−117,412−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−117,254−100.0%Sold out
Virtu Financial LLC0$00.00%−109,925−100.0%Sold out
Scott & Selber, Inc.0$00.00%−106,438−100.0%Sold out
Blackstone Group Inc.0$00.00%−104,623−100.0%Sold out
First Bank & Trust0$00.00%−95,566−100.0%Sold out
Anderson Hoagland & Co0$00.00%−95,563−100.0%Sold out
Zurich Insurance Group Ltd0$00.00%−91,600−100.0%Sold out
Taconic Capital Advisors LP0$00.00%−90,615−100.0%Sold out
Blackhill Capital Inc0$00.00%−86,184−100.0%Sold out