KenvueKVUE
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 1,105 institutions reported holding Kenvue Inc. (KVUE) in their 13F filings, up 21 from Q1 2025. 131 opened new positions and 109 sold out. The largest holders were Vanguard Group Inc. ($4.9B), T. Rowe Price Associates Inc. ($3.5B) and BlackRock, Inc. ($3.1B). 14 famous investors held it, including Jeff Smith (7.6% of Starboard Value's portfolio), Lee Ainslie (3.3% of Maverick Capital's portfolio) and Dan Loeb (2.4% of Third Point's portfolio).
- Company
- Kenvue Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 49177J102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $992.8M |
| Exits | 109 | $147.3M |
All 13F filers, Q1 2025 → Q2 2025: 199,426,712 shares bought and 189,059,922 shares sold, net +10,366,790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,105 holders
| Vanguard Group Inc. | 0.08% | Add +1.8% | 233,246,267 | $4.9B |
| T. Rowe Price Associates Inc. | 0.40% | Reduce -20.8% | 168,041,407 | $3.5B |
| BlackRock, Inc. | 0.06% | Add +4.5% | 147,568,662 | $3.1B |
| State Street Corp. | 0.09% | Reduce -4.4% | 115,021,218 | $2.4B |
| FMR LLC | 0.12% | Reduce -12.7% | 99,549,125 | $2.1B |
| Massachusetts Financial Services Co. | 0.61% | Reduce -5.8% | 91,215,505 | $1.9B |
| Geode Capital Management, LLC | 0.07% | Add +1.3% | 49,001,887 | $1.0B |
| Wellington Management Group LLP | 0.18% | Reduce -24.6% | 46,372,095 | $970.6M |
| Franklin Resources Inc. | 0.19% | Reduce -15.2% | 33,269,205 | $696.3M |
| Bank of New York Mellon Corp | 0.13% | Reduce -11.7% | 31,614,330 | $661.7M |
| Independent Franchise Partners LLP | 4.35% | Add +233.4% | 31,265,574 | $654.4M |
| Bank of America Corp. | 0.05% | Add +12.3% | 30,962,258 | $648.0M |
| American Century Companies Inc. | 0.35% | Add +38.6% | 30,265,020 | $633.4M |
| UBS Group AG | 0.11% | Add +241.9% | 26,026,298 | $544.7M |
| Norges Bank | 0.07% | Add +5.8% | 25,676,929 | $537.4M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -2.5% | 24,952,735 | $522.2M |
| Starboard Value | 7.59% | Reduce -5.1% | 20,929,938 | $438.1M |
| JPMorgan Chase & Co. | 0.03% | Reduce -16.1% | 20,888,316 | $437.2M |
| Northern Trust Corp. | 0.06% | Reduce -4.2% | 20,494,432 | $428.9M |
| Dimensional Fund Advisors LP | 0.10% | Add +2.6% | 20,379,282 | $426.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Add +42.8% | 20,198,750 | $422.8M |
| Morgan Stanley | 0.03% | Reduce -9.7% | 19,162,956 | $401.1M |
| Invesco Ltd. | 0.06% | Add +10.9% | 17,818,771 | $372.9M |
| Goldman Sachs Group Inc. | 0.06% | Add +12.5% | 17,041,902 | $356.7M |
| TOMS Capital Investment Management LP | 25.07% | Add +12.1% | 16,163,000 | $338.3M |
| Nuveen, LLC | 0.09% | Add +84.1% | 14,807,351 | $309.9M |
| Amundi | 0.11% | Add +82.5% | 14,509,890 | $305.4M |
| Legal & General Group Plc | 0.08% | Add +3.7% | 14,453,055 | $302.5M |
| Citadel Advisors | 0.23% | Reduce -34.4% | 12,704,575 | $265.9M |
| Boston Partners | 0.29% | Reduce -50.1% | 12,638,185 | $264.8M |
| Envestnet Asset Management Inc. | 0.06% | Add +1.6% | 10,602,065 | $221.9M |
| Maverick Capital | 3.34% | Add +22.9% | 10,408,055 | $217.8M |
| Sachem Head Capital Management LP | 6.64% | New | 10,160,000 | $212.6M |
| D. E. Shaw & Co. | 0.22% | Add +168.8% | 9,997,181 | $209.2M |
| Voya Investment Management LLC | 0.23% | Reduce -20.1% | 9,691,217 | $202.2M |
| Federated Hermes, Inc. | 0.36% | Add +5.3% | 9,220,268 | $193.0M |
| Van Eck Associates Corp. | 0.22% | Reduce -14.2% | 9,121,147 | $190.9M |
| Third Point | 2.37% | Reduce -4.2% | 8,525,000 | $178.4M |
| M&G PLC | 0.98% | Add +18.8% | 8,173,365 | $171.6M |
| Yacktman Asset Management | 2.30% | Reduce -1.0% | 8,187,172 | $171.4M |
| Barclays PLC | 0.07% | Add +46.1% | 8,130,324 | $170.2M |
| Assenagon Asset Management S.A. | 0.26% | Add +770.4% | 7,697,023 | $161.1M |
| Capital World Investors | 0.02% | New | 7,431,490 | $155.5M |
| ProShare Advisors LLC | 0.30% | Reduce -14.5% | 7,226,649 | $151.3M |
| Burgundy Asset Management Ltd. | 1.46% | Add +9.0% | 7,148,796 | $149.6M |
| Holocene Advisors, LP | 0.36% | Reduce -9.6% | 7,071,137 | $148.0M |
| Macquarie Group Ltd. | 0.18% | Add +631.2% | 6,905,397 | $144.5M |
| Alliancebernstein L.P. | 0.04% | Add +115.9% | 6,438,473 | $134.8M |
| Swiss National Bank | 0.07% | Add +7.4% | 5,808,046 | $121.6M |
| Harris Associates (Oakmark Funds) | 0.19% | Reduce -79.0% | 5,652,093 | $118.3M |
| HighTower Advisors, LLC | 0.14% | Add +7.8% | 5,490,220 | $114.9M |
| Lazard Asset Management LLC | 0.17% | Add +95.0% | 5,340,408 | $111.8M |
| Deutsche Bank AG | 0.04% | Reduce -4.0% | 5,063,562 | $106.0M |
| Susquehanna International Group, LLP | 0.16% | Add +1036.1% | 5,039,430 | $105.5M |
| Equity Investment Corp. | 2.24% | Reduce -11.4% | 4,896,170 | $102.5M |
| Keybank National Association | 0.38% | Reduce -1.8% | 4,884,962 | $102.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +1.7% | 4,861,654 | $101.8M |
| Wells Fargo & Company | 0.02% | Add +0.7% | 4,610,735 | $96.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -10.1% | 4,355,691 | $91.2M |
| Thrivent Financial for Lutherans | 0.20% | Add +1.1% | 4,334,820 | $90.7M |
| Epoch Investment Partners, Inc. | 0.47% | Reduce -10.1% | 4,308,207 | $90.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +5.9% | 4,303,956 | $90.1M |
| Citigroup Inc. | 0.06% | Add +0.2% | 4,212,660 | $88.2M |
| Maplelane Capital, LLC | 5.40% | New | 4,183,000 | $87.6M |
| Raymond James Financial Inc. | 0.03% | Add +0.4% | 4,150,778 | $86.9M |
| Royal Bank of Canada | 0.02% | Reduce -27.0% | 4,122,311 | $86.3M |
| CANADA LIFE ASSURANCE Co | 0.12% | Add +11.6% | 3,754,921 | $78.7M |
| Rhumbline Advisers | 0.06% | Add +0.4% | 3,568,700 | $74.7M |
| Bessemer Group Inc. | 0.11% | Add +40.6% | 3,319,933 | $69.5M |
| Alyeska Investment Group, L.P. | 0.24% | Reduce -25.8% | 3,277,050 | $68.6M |
| BNP Paribas Financial Markets | 0.05% | Reduce -5.5% | 3,264,977 | $68.3M |
| California Public Employees Retirement System | 0.04% | Add +4.0% | 3,242,423 | $67.9M |
| California State Teachers Retirement System | 0.07% | Add +1.6% | 3,179,536 | $66.5M |
| HSBC Holdings PLC | 0.04% | Reduce -6.4% | 3,036,208 | $63.5M |
| National Pension Service | 0.05% | Reduce -3.8% | 2,777,047 | $58.1M |
| Nomura Asset Management Co. Ltd. | 0.16% | Reduce -30.1% | 2,775,078 | $58.1M |
| Canada Pension Plan Investment Board | 0.05% | Add +164.1% | 2,694,498 | $56.4M |
| TD Asset Management Inc | 0.05% | Reduce -7.7% | 2,651,034 | $55.5M |
| Nicholas Company, Inc. | 0.92% | Reduce -0.0% | 2,623,637 | $54.9M |
| Victory Capital Management Inc. | 0.04% | Add +58.9% | 2,616,244 | $54.8M |
| Empower Advisory Group, LLC | 0.16% | Add +4.9% | 2,531,016 | $53.0M |
| Cullen Capital Management, LLC | 0.59% | Reduce -72.5% | 2,484,940 | $52.0M |
| Twinbeech Capital LP | 1.17% | New | 2,474,738 | $51.8M |
| Vest Financial, LLC | 0.69% | Reduce -11.7% | 2,328,506 | $48.7M |
| Principal Financial Group Inc. | 0.02% | Reduce -6.5% | 2,169,044 | $45.4M |
| Candlestick Capital Management LP | 1.49% | New | 2,148,836 | $45.0M |
| LPL Financial LLC | 0.01% | Add +3.4% | 2,142,841 | $44.8M |
| Royal London Asset Management Ltd. | 0.10% | Reduce -2.0% | 2,106,550 | $44.1M |
| Forest Avenue Capital Management LP | 3.43% | New | 2,099,500 | $43.9M |
| Focus Partners Wealth | 0.09% | Add +10.9% | 2,086,199 | $43.7M |
| New York State Common Retirement Fund | 0.06% | Reduce -16.4% | 2,044,689 | $42.8M |
| Natixis Advisors, LLC | 0.07% | Add +5.1% | 2,004,905 | $42.0M |
| UniSuper Management Pty Ltd | 0.27% | Add +55.5% | 1,938,857 | $40.6M |
| Scopus Asset Management, L.P. | 1.08% | New | 1,929,941 | $40.4M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.6% | 1,873,705 | $39.2M |
| RNC Capital Management LLC | 1.89% | Reduce -1.1% | 1,864,647 | $39.0M |
| State Board of Administration of Florida Retirement System | 0.07% | Add +2.4% | 1,805,547 | $37.8M |
| Brandes Investment Partners, LP | 0.34% | Reduce -38.0% | 1,798,333 | $37.6M |
| Saturna Capital Corp. | 0.49% | Add +0.7% | 1,731,373 | $36.2M |
| Neuberger Berman Group LLC | 0.03% | Add +80.4% | 1,689,155 | $35.4M |
"% of holder's portfolio" is KVUE's weight in each manager's 13F, not the share of Kenvue Inc. the manager owns.