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.
| 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 2025
Shares, value and share of portfolio for each institution holding Kenvue Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carmignac Gestion | 157,574 | $2.72M | 0.04% | +157,574 | New |
| Cresset Asset Management, LLC | 158,902 | $2.74M | 0.01% | −12,072−7.1% | Reduced |
| Empowered Funds, LLC | 159,445 | $2.75M | 0.05% | −311,652−66.2% | Reduced |
| Rafferty Asset Management, LLC | 160,446 | $2.77M | 0.01% | −3,104−1.9% | Reduced |
| Cumberland Partners Ltd | 161,370 | $2.78M | 0.17% | +161,370 | New |
| Investment Management Corp of Ontario | 161,750 | $2.79M | 0.04% | +39,812+32.6% | Added |
| Snowden Capital Advisors LLC | 163,782 | $2.83M | 0.07% | −38,257−18.9% | Reduced |
| Generali Asset Management SPA SGR | 164,028 | $2.83M | 0.06% | +7,113+4.5% | Added |
| Polar Asset Management Partners Inc. | 169,239 | $2.92M | 0.06% | +169,239 | New |
| Northwestern Mutual Investment Management Company, LLC | 169,489 | $2.92M | 0.03% | −13,424−7.3% | Reduced |
| Neuberger Berman Group LLC | 172,728 | $2.98M | 0.00% | −1,853,409−91.5% | Reduced |
| Kestra Advisory Services, LLC | 173,807 | $3.00M | 0.01% | +6,998+4.2% | Added |
| Marathon Trading Investment Management LLC | 174,088 | $3.00M | 0.36% | +156,188+872.6% | Added |
| Morningstar Investment Management LLC | 174,656 | $3.01M | 0.18% | −694,829−79.9% | Reduced |
| Pacer Advisors, Inc. | 175,320 | $3.02M | 0.01% | +12,338+7.6% | Added |
| Winslow Asset Management Inc | 178,181 | $3.07M | 0.57% | +6,231+3.6% | Added |
| Aigen Investment Management, LP | 179,042 | $3.09M | 0.71% | +66,052+58.5% | Added |
| Itau Unibanco Holding S.A. | 179,600 | $3.11M | 0.08% | +167,030+1,328.8% | Added |
| Jacobs & Co | 183,638 | $3.17M | 0.30% | −69,979−27.6% | Reduced |
| Corbyn Investment Management Inc | 185,538 | $3.20M | 0.94% | −11,655−5.9% | Reduced |
| Northwest & Ethical Investments L.P. | 187,853 | $3.24M | 0.07% | +35,327+23.2% | Added |
| Public Employees Retirement Association of Colorado | 189,077 | $3.26M | 0.01% | −66,734−26.1% | Reduced |
| Bradley Foster & Sargent Inc | 189,293 | $3.27M | 0.05% | −56,943−23.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 189,585 | $3.27M | 0.75% | −1,175−0.6% | Reduced |
| Nordea Investment Management AB | 190,413 | $3.30M | 0.00% | +2,228+1.2% | Added |
| State of Alaska, Department of Revenue | 191,327 | $3.30M | 0.04% | −15,725−7.6% | Reduced |
| Jain Global LLC | 192,772 | $3.33M | 0.03% | +192,772 | New |
| Nine Masts Capital Ltd | 193,863 | $3.34M | 0.58% | +193,863 | New |
| Truist Financial Corp | 196,070 | $3.38M | 0.00% | −148,494−43.1% | Reduced |
| Bridgewater Associates, LP | 196,115 | $3.38M | 0.01% | +75,162+62.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 196,329 | $3.39M | 0.01% | +22,905+13.2% | Added |
| Clarkston Capital Partners, LLC | 198,340 | $3.42M | 0.08% | −1,133,313−85.1% | Reduced |
| American Assets Investment Management, LLC | 200,000 | $3.45M | 0.24% | +100,000+100.0% | Added |
| Twin Tree Management, LP | 200,608 | $3.46M | 0.35% | −294,628−59.5% | Reduced |
| UniSuper Management Pty Ltd | 201,169 | $3.47M | 0.02% | −634,256−75.9% | Reduced |
| Mutual of America Capital Management LLC | 205,357 | $3.54M | 0.04% | −2,310−1.1% | Reduced |
| FNY Investment Advisers, LLC | 209,659 | $3.62M | 1.03% | +58,934+39.1% | Added |
| JustInvest LLC | 212,574 | $3.67M | 0.04% | +22,614+11.9% | Added |
| Guggenheim Capital LLC | 212,913 | $3.67M | 0.03% | −28,839−11.9% | Reduced |
| Scotia Capital Inc. | 213,213 | $3.68M | 0.01% | +942+0.4% | Added |
| OP Asset Management Ltd | 214,044 | $3.69M | 0.04% | +6,754+3.3% | Added |
| State of Tennessee, Treasury Department | 212,578 | $3.70M | 0.01% | −5,728−2.6% | Reduced |
| Engineers Gate Manager LP | 218,957 | $3.78M | 0.04% | −925,672−80.9% | Reduced |
| Oregon Public Employees Retirement Fund | 219,433 | $3.79M | 0.05% | +1000.0% | Added |
| Butensky & Cohen Financial Security, Inc | 223,228 | $3.85M | 1.04% | +9,704+4.5% | Added |
| Kennon-Green & Company, LLC | 223,736 | $3.86M | 3.07% | +1,787+0.8% | Added |
| Capital Fund Management S.A. | 223,987 | $3.86M | 0.04% | −1,016,455−81.9% | Reduced |
| Fifth Third Bancorp | 225,399 | $3.89M | 0.01% | +34,099+17.8% | Added |
| Lido Advisors, LLC | 230,725 | $3.90M | 0.02% | −32,145−12.2% | Reduced |
| HF Advisory Group, LLC | 230,158 | $3.97M | 1.39% | +74,215+47.6% | Added |
| Avidity Partners Management LP | 232,800 | $4.02M | 1.16% | −32,400−12.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 234,664 | $4.05M | 0.57% | +712+0.3% | Added |
| Dark Forest Capital Management LP | 240,654 | $4.15M | 0.19% | +240,654 | New |
| Janus Henderson Group PLC | 241,718 | $4.18M | 0.00% | +108,662+81.7% | Added |
| Commonwealth Equity Services, LLC | 242,916 | $4.19M | 0.01% | −18,440−7.1% | Reduced |
| Drystone LLC | 243,404 | $4.20M | 3.77% | +1,799+0.7% | Added |
| Cerity Partners LLC | 243,908 | $4.21M | 0.01% | −356,998−59.4% | Reduced |
| Nissay Asset Management Corp | 244,046 | $4.21M | 0.02% | +3,153+1.3% | Added |
| Woodbridge Co Ltd | 244,977 | $4.23M | 0.01% | +244,977 | New |
| Great Lakes Advisors, LLC | 245,936 | $4.24M | 0.03% | −43,690−15.1% | Reduced |
| Osmosis Investment Management UK Ltd | 247,669 | $4.27M | 0.11% | +247,669 | New |
| Ethic Inc. | 248,404 | $4.28M | 0.07% | +51,166+25.9% | Added |
| Rakuten Investment Management, Inc. | 255,388 | $4.39M | 0.01% | +220,538+632.8% | Added |
| Trajan Wealth LLC | 255,579 | $4.41M | 0.18% | +21,372+9.1% | Added |
| Motley Fool Wealth Management, LLC | 255,691 | $4.41M | 0.34% | −74,388−22.5% | Reduced |
| Brookstone Capital Management | 259,703 | $4.48M | 0.05% | +27,307+11.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 263,135 | $4.54M | 0.04% | −36,400−12.2% | Reduced |
| Toroso Investments, LLC | 263,354 | $4.54M | 0.02% | +12,660+5.0% | Added |
| AQR Capital Management LLC | 265,907 | $4.59M | 0.00% | +208,871+366.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 280,653 | $4.70M | 0.01% | −197,170−41.3% | Reduced |
| Sanctuary Advisors, LLC | 273,035 | $4.71M | 0.03% | −178,407−39.5% | Reduced |
| Xponance, Inc. | 275,037 | $4.74M | 0.04% | +12,505+4.8% | Added |
| Avanza Fonder AB | 275,241 | $4.75M | 0.12% | +50,246+22.3% | Added |
| Bleakley Financial Group, LLC | 278,407 | $4.80M | 0.08% | +177,268+175.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 280,000 | $4.83M | 0.04% | +280,000 | New |
| Capricorn Fund Managers Ltd | 282,485 | $4.87M | 1.17% | +282,485 | New |
| NEOS Investment Management LLC | 288,749 | $4.98M | 0.03% | +46,993+19.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 291,350 | $5.03M | 0.04% | −14,492−4.7% | Reduced |
| Natixis Advisors, L.P. | 296,048 | $5.11M | 0.01% | −659,258−69.0% | Reduced |
| BW Gestao de Investimentos Ltda. | 300,000 | $5.17M | 0.18% | −520,760−63.4% | Reduced |
| Huber Capital Management LLC | 300,894 | $5.19M | 0.76% | +57,594+23.7% | Added |
| Cardinal Point Capital Management, ULC | 303,690 | $5.24M | 0.34% | −34,092−10.1% | Reduced |
| Wealthfront Advisers LLC | 306,713 | $5.29M | 0.01% | +165,868+117.8% | Added |
| ASR Vermogensbeheer N.V. | 308,021 | $5.31M | 0.06% | −3,281−1.1% | Reduced |
| Utah Retirement Systems | 315,016 | $5.43M | 0.05% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 317,249 | $5.47M | 0.54% | +421+0.1% | Added |
| Caisse des Depots Et Consignations | 318,100 | $5.49M | 0.12% | +76,015+31.4% | Added |
| Cetera Investment Advisers | 320,155 | $5.52M | 0.01% | −450,810−58.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 321,278 | $5.54M | 0.04% | +10,592+3.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 331,083 | $5.71M | 0.01% | +331,083 | New |
| Comerica Bank | 332,195 | $5.73M | 0.02% | −76,180−18.7% | Reduced |
| Daiwa Securities Group Inc. | 337,334 | $5.82M | 0.02% | +7,893+2.4% | Added |
| British Columbia Investment Management Corp | 340,136 | $5.87M | 0.03% | +64,208+23.3% | Added |
| Kerrisdale Advisers, LLC | 343,837 | $5.93M | 2.79% | +179,617+109.4% | Added |
| Mackenzie Financial Corp | 346,787 | $6.00M | 0.01% | +60,712+21.2% | Added |
| Oak Family Advisors, LLC | 348,025 | $6.00M | 1.84% | +348,025 | New |
| Kintayl Capital LP | 352,734 | $6.08M | 3.67% | +352,734 | New |
| Holowesko Partners Ltd. | 358,000 | $6.18M | 2.15% | +358,000 | New |
| Amalgamated Bank | 358,346 | $6.18M | 0.04% | −22,546−5.9% | Reduced |
| Macquarie Group Ltd | 359,340 | $6.20M | 0.03% | −3,549,511−90.8% | Reduced |