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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 225,399 | $3.89M | 0.01% | +34,099+17.8% | Added |
| Capital Fund Management S.A. | 223,987 | $3.86M | 0.04% | −1,016,455−81.9% | Reduced |
| Kennon-Green & Company, LLC | 223,736 | $3.86M | 3.07% | +1,787+0.8% | Added |
| Butensky & Cohen Financial Security, Inc | 223,228 | $3.85M | 1.04% | +9,704+4.5% | Added |
| Oregon Public Employees Retirement Fund | 219,433 | $3.79M | 0.05% | +1000.0% | Added |
| Engineers Gate Manager LP | 218,957 | $3.78M | 0.04% | −925,672−80.9% | Reduced |
| State of Tennessee, Treasury Department | 212,578 | $3.70M | 0.01% | −5,728−2.6% | Reduced |
| OP Asset Management Ltd | 214,044 | $3.69M | 0.04% | +6,754+3.3% | Added |
| Scotia Capital Inc. | 213,213 | $3.68M | 0.01% | +942+0.4% | Added |
| Guggenheim Capital LLC | 212,913 | $3.67M | 0.03% | −28,839−11.9% | Reduced |
| JustInvest LLC | 212,574 | $3.67M | 0.04% | +22,614+11.9% | Added |
| FNY Investment Advisers, LLC | 209,659 | $3.62M | 1.03% | +58,934+39.1% | Added |
| Mutual of America Capital Management LLC | 205,357 | $3.54M | 0.04% | −2,310−1.1% | Reduced |
| UniSuper Management Pty Ltd | 201,169 | $3.47M | 0.02% | −634,256−75.9% | Reduced |
| Twin Tree Management, LP | 200,608 | $3.46M | 0.35% | −294,628−59.5% | Reduced |
| American Assets Investment Management, LLC | 200,000 | $3.45M | 0.24% | +100,000+100.0% | Added |
| Clarkston Capital Partners, LLC | 198,340 | $3.42M | 0.08% | −1,133,313−85.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 196,329 | $3.39M | 0.01% | +22,905+13.2% | Added |
| Bridgewater Associates, LP | 196,115 | $3.38M | 0.01% | +75,162+62.1% | Added |
| Truist Financial Corp | 196,070 | $3.38M | 0.00% | −148,494−43.1% | Reduced |
| Nine Masts Capital Ltd | 193,863 | $3.34M | 0.58% | +193,863 | New |
| Jain Global LLC | 192,772 | $3.33M | 0.03% | +192,772 | New |
| State of Alaska, Department of Revenue | 191,327 | $3.30M | 0.04% | −15,725−7.6% | Reduced |
| Nordea Investment Management AB | 190,413 | $3.30M | 0.00% | +2,228+1.2% | Added |
| Lorne Steinberg Wealth Management Inc. | 189,585 | $3.27M | 0.75% | −1,175−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 189,293 | $3.27M | 0.05% | −56,943−23.1% | Reduced |
| Public Employees Retirement Association of Colorado | 189,077 | $3.26M | 0.01% | −66,734−26.1% | Reduced |
| Northwest & Ethical Investments L.P. | 187,853 | $3.24M | 0.07% | +35,327+23.2% | Added |
| Corbyn Investment Management Inc | 185,538 | $3.20M | 0.94% | −11,655−5.9% | Reduced |
| Jacobs & Co | 183,638 | $3.17M | 0.30% | −69,979−27.6% | Reduced |
| Itau Unibanco Holding S.A. | 179,600 | $3.11M | 0.08% | +167,030+1,328.8% | Added |
| Aigen Investment Management, LP | 179,042 | $3.09M | 0.71% | +66,052+58.5% | Added |
| Winslow Asset Management Inc | 178,181 | $3.07M | 0.57% | +6,231+3.6% | Added |
| Pacer Advisors, Inc. | 175,320 | $3.02M | 0.01% | +12,338+7.6% | Added |
| Morningstar Investment Management LLC | 174,656 | $3.01M | 0.18% | −694,829−79.9% | Reduced |
| Marathon Trading Investment Management LLC | 174,088 | $3.00M | 0.36% | +156,188+872.6% | Added |
| Kestra Advisory Services, LLC | 173,807 | $3.00M | 0.01% | +6,998+4.2% | Added |
| Neuberger Berman Group LLC | 172,728 | $2.98M | 0.00% | −1,853,409−91.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 169,489 | $2.92M | 0.03% | −13,424−7.3% | Reduced |
| Polar Asset Management Partners Inc. | 169,239 | $2.92M | 0.06% | +169,239 | New |
| Generali Asset Management SPA SGR | 164,028 | $2.83M | 0.06% | +7,113+4.5% | Added |
| Snowden Capital Advisors LLC | 163,782 | $2.83M | 0.07% | −38,257−18.9% | Reduced |
| Investment Management Corp of Ontario | 161,750 | $2.79M | 0.04% | +39,812+32.6% | Added |
| Cumberland Partners Ltd | 161,370 | $2.78M | 0.17% | +161,370 | New |
| Rafferty Asset Management, LLC | 160,446 | $2.77M | 0.01% | −3,104−1.9% | Reduced |
| Empowered Funds, LLC | 159,445 | $2.75M | 0.05% | −311,652−66.2% | Reduced |
| Cresset Asset Management, LLC | 158,902 | $2.74M | 0.01% | −12,072−7.1% | Reduced |
| Carmignac Gestion | 157,574 | $2.72M | 0.04% | +157,574 | New |
| ArrowMark Colorado Holdings LLC | 156,757 | $2.70M | 0.06% | −28,800−15.5% | Reduced |
| Stephens Inc | 154,779 | $2.67M | 0.03% | −29,261−15.9% | Reduced |
| Leo Wealth, LLC | 153,995 | $2.66M | 0.19% | +1,749+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 152,667 | $2.63M | 0.01% | +14,350+10.4% | Added |
| Greenland Capital Management LP | 151,087 | $2.61M | 0.38% | +151,087 | New |
| Intech Investment Management LLC | 151,071 | $2.61M | 0.02% | −93,148−38.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 150,355 | $2.59M | 0.02% | 00.0% | Unchanged |
| Ceera Investments, LLC | 150,249 | $2.59M | 1.00% | +85,205+131.0% | Added |
| Mint Tower Capital Management B.V. | 150,000 | $2.59M | 0.33% | +150,000 | New |
| Murchinson Ltd. | 150,000 | $2.59M | 1.39% | +150,000 | New |
| Slotnik Capital, LLC | 150,000 | $2.59M | 0.71% | +150,000 | New |
| Nisa Investment Advisors, LLC | 149,958 | $2.59M | 0.01% | −8,674−5.5% | Reduced |
| Rockefeller Capital Management L.P. | 148,932 | $2.57M | 0.00% | −486,217−76.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 144,761 | $2.50M | 0.10% | +9,705+7.2% | Added |
| Caption Management, LLC | 144,000 | $2.48M | 0.11% | +9,300+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 143,160 | $2.47M | 0.00% | −8,146−5.4% | Reduced |
| Wolverine Asset Management LLC | 142,878 | $2.46M | 0.04% | +142,878 | New |
| Alpha Omega Wealth Management LLC | 142,619 | $2.46M | 0.41% | −167,069−53.9% | Reduced |
| Cohen Capital Management, Inc. | 141,900 | $2.45M | 0.37% | +141,900 | New |
| GWM Advisors LLC | 141,851 | $2.45M | 0.01% | +32,041+29.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 141,056 | $2.43M | 0.02% | +3,667+2.7% | Added |
| Alley Investment Management Company, LLC | 140,947 | $2.43M | 0.28% | −7,855−5.3% | Reduced |
| Allstate Corp | 140,900 | $2.43M | 0.03% | +69,944+98.6% | Added |
| West Michigan Advisors, LLC | 140,446 | $2.42M | 0.56% | +6,699+5.0% | Added |
| Mizuho Securities USA LLC | 139,496 | $2.42M | 0.04% | −276−0.2% | Reduced |
| Brinker Capital Investments, LLC | 138,897 | $2.40M | 0.02% | −20,836−13.0% | Reduced |
| Nomura Asset Management International Inc. | 136,675 | $2.36M | 0.00% | +136,675 | New |
| Infrastructure Capital Advisors, LLC | 136,259 | $2.35M | 0.26% | +110,819+435.6% | Added |
| Captrust Financial Advisors | 135,684 | $2.34M | 0.00% | −84,002−38.2% | Reduced |
| Glazer Capital, LLC | 134,427 | $2.32M | 0.06% | +134,427 | New |
| Callahan Advisors, LLC | 134,405 | $2.32M | 0.19% | +53,882+66.9% | Added |
| M&T Bank Corp | 133,296 | $2.30M | 0.01% | +59,311+80.2% | Added |
| Los Angeles Capital Management LLC | 160,814 | $2.29M | 0.01% | +35,263+28.1% | Added |
| Claret Asset Management Corp | 130,727 | $2.25M | 0.26% | −2,810−2.1% | Reduced |
| Lighthouse Investment Partners, LLC | 129,514 | $2.23M | 0.07% | +129,514 | New |
| Candriam Luxembourg S.C.A. | 128,380 | $2.21M | 0.01% | −18,474−12.6% | Reduced |
| P Schoenfeld Asset Management LP | 128,200 | $2.21M | 1.08% | +128,200 | New |
| Oppenheimer & Co Inc | 127,811 | $2.20M | 0.03% | −124,355−49.3% | Reduced |
| Kempner Capital Management Inc. | 125,211 | $2.15M | 2.04% | −8,003−6.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 124,213 | $2.14M | 0.04% | +701+0.6% | Added |
| CIBRA Capital Ltd | 124,000 | $2.14M | 3.67% | +124,000 | New |
| STRS Ohio | 123,620 | $2.13M | 0.01% | −400,919−76.4% | Reduced |
| FIL Ltd | 123,424 | $2.13M | 0.00% | +79,649+182.0% | Added |
| Commerce Bank | 122,886 | $2.12M | 0.01% | −8,417−6.4% | Reduced |
| Credit Industriel Et Commercial | 122,500 | $2.11M | 0.31% | +122,500 | New |
| US Bancorp | 121,937 | $2.10M | 0.00% | −26,503−17.9% | Reduced |
| Kinloch Capital, LLC | 121,888 | $2.10M | 0.91% | −32,327−21.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 120,452 | $2.08M | 0.01% | +56,612+88.7% | Added |
| Kentucky Retirement Systems | 119,306 | $2.06M | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 119,278 | $2.06M | 0.02% | −42,913−26.5% | Reduced |
| Schroder Investment Management Group | 117,109 | $2.03M | 0.00% | −22,784−16.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 117,592 | $2.03M | 0.02% | −11,305−8.8% | Reduced |