KenvueKVUE
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 1,064 institutions reported holding Kenvue Inc. (KVUE) in their 13F filings, down 41 from Q2 2025. 137 opened new positions and 177 sold out. The largest holders were Vanguard Group Inc. ($3.8B), BlackRock, Inc. ($2.3B) and T. Rowe Price Associates Inc. ($1.9B). 13 famous investors held it, including Jeff Smith (6.4% of Starboard Value's portfolio), Lee Ainslie (2.6% of Maverick Capital's portfolio) and Stephen Yacktman (1.8% of Yacktman Asset Management's portfolio).
- Company
- Kenvue Inc.
- Sector
- Consumer Discretionary
- CUSIP
- 49177J102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $447.7M |
| Exits | 177 | $765.6M |
All 13F filers, Q2 2025 → Q3 2025: 196,100,748 shares bought and 251,714,128 shares sold, net −55,613,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,064 holders
| Vanguard Group Inc. | 0.06% | Add +0.0% | 233,347,444 | $3.8B |
| BlackRock, Inc. | 0.04% | Reduce -1.9% | 144,774,301 | $2.3B |
| T. Rowe Price Associates Inc. | 0.20% | Reduce -31.5% | 115,083,065 | $1.9B |
| State Street Corp. | 0.06% | Reduce -0.2% | 114,801,877 | $1.9B |
| FMR LLC | 0.08% | Reduce -9.3% | 90,322,373 | $1.5B |
| Massachusetts Financial Services Co. | 0.44% | Reduce -4.2% | 87,352,677 | $1.4B |
| Geode Capital Management, LLC | 0.05% | Add +1.0% | 49,491,252 | $799.9M |
| American Century Companies Inc. | 0.31% | Add +22.4% | 37,046,660 | $601.3M |
| Wellington Management Group LLP | 0.10% | Reduce -27.1% | 33,785,930 | $548.3M |
| Independent Franchise Partners LLP | 3.30% | Reduce -1.5% | 30,802,691 | $499.9M |
| Sachem Head Capital Management LP | 14.00% | Add +200.5% | 30,530,000 | $495.5M |
| Bank of New York Mellon Corp | 0.09% | Reduce -4.0% | 30,360,265 | $492.7M |
| Bank of America Corp. | 0.03% | Reduce -10.8% | 27,622,203 | $448.3M |
| D. E. Shaw & Co. | 0.38% | Add +174.1% | 27,405,346 | $444.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.4% | 25,048,954 | $406.6M |
| UBS Group AG | 0.08% | Reduce -7.2% | 24,153,515 | $392.0M |
| Dimensional Fund Advisors LP | 0.08% | Add +13.5% | 23,127,234 | $375.4M |
| Pentwater Capital Management LP | 3.07% | Add +2351.2% | 21,080,000 | $342.1M |
| Starboard Value | 6.39% | No change | 20,929,938 | $339.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.3% | 20,414,854 | $331.3M |
| Morgan Stanley | 0.02% | Add +1.7% | 19,495,414 | $316.4M |
| Northern Trust Corp. | 0.04% | Reduce -6.2% | 19,229,480 | $312.1M |
| Van Eck Associates Corp. | 0.28% | Add +101.3% | 18,361,581 | $298.0M |
| Citadel Advisors | 0.24% | Add +44.1% | 18,311,591 | $297.2M |
| TOMS Capital Investment Management LP | 25.05% | Add +7.7% | 17,400,000 | $282.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Reduce -15.2% | 17,131,145 | $278.0M |
| Amundi | 0.09% | Add +21.6% | 17,645,761 | $277.0M |
| Invesco Ltd. | 0.04% | Reduce -4.4% | 17,028,340 | $276.4M |
| Legal & General Group Plc | 0.05% | Add +2.3% | 14,785,925 | $240.0M |
| Mizuho Markets Americas LLC | 4.73% | Add +101310.4% | 13,833,398 | $224.5M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -20.1% | 13,614,042 | $221.0M |
| Nuveen, LLC | 0.06% | Reduce -8.5% | 13,544,753 | $219.8M |
| Susquehanna International Group, LLP | 0.30% | Add +152.5% | 12,724,320 | $206.5M |
| Maverick Capital | 2.62% | Add +15.7% | 12,042,708 | $195.5M |
| Third Point | 1.76% | Add +5.6% | 9,000,000 | $146.1M |
| Burgundy Asset Management Ltd. | 1.37% | Reduce -1.7% | 7,030,246 | $145.6M |
| Lazard Asset Management LLC | 0.18% | Add +53.9% | 8,221,259 | $133.4M |
| Jane Street Group, LLC | 0.15% | Add +703.5% | 7,961,272 | $129.2M |
| Yacktman Asset Management | 1.78% | Reduce -3.0% | 7,939,962 | $128.9M |
| M&G PLC | 0.71% | Reduce -1.8% | 8,030,140 | $128.5M |
| ProShare Advisors LLC | 0.26% | Add +7.5% | 7,766,831 | $126.1M |
| Royal Bank of Canada | 0.02% | Add +79.9% | 7,417,448 | $120.4M |
| Deutsche Bank AG | 0.04% | Add +44.1% | 7,294,993 | $118.4M |
| Assenagon Asset Management S.A. | 0.17% | Reduce -6.9% | 7,166,257 | $116.3M |
| HighTower Advisors, LLC | 0.12% | Add +21.3% | 6,659,603 | $108.1M |
| Franklin Resources Inc. | 0.03% | Reduce -81.2% | 6,256,882 | $101.5M |
| Swiss National Bank | 0.05% | Reduce -4.7% | 5,534,346 | $89.8M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -49.9% | 5,307,235 | $86.1M |
| Natixis | 0.47% | Add +1025.4% | 5,278,322 | $85.7M |
| Barclays PLC | 0.03% | Reduce -36.1% | 5,194,690 | $84.3M |
| Equity Investment Corp. | 1.76% | Add +5.5% | 5,164,933 | $83.8M |
| Millennium Management | 0.07% | Add +522.8% | 5,019,565 | $81.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +0.9% | 4,906,600 | $79.6M |
| Mondrian Investment Partners LTD | 1.32% | — | 4,884,095 | $79.3M |
| Voya Investment Management LLC | 0.09% | Reduce -50.7% | 4,779,594 | $77.6M |
| Thrivent Financial for Lutherans | 0.15% | Add +7.4% | 4,654,129 | $75.5M |
| Keybank National Association | 0.26% | Reduce -5.2% | 4,628,939 | $75.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +3.0% | 4,431,940 | $71.9M |
| BNP Paribas Financial Markets | 0.06% | Add +35.0% | 4,408,174 | $71.5M |
| California Public Employees Retirement System | 0.04% | Add +35.1% | 4,379,740 | $71.1M |
| Alliancebernstein L.P. | 0.02% | Reduce -34.6% | 4,209,716 | $68.3M |
| Macquarie Group Ltd. | 0.07% | Reduce -43.4% | 3,908,851 | $63.4M |
| HSBC Holdings PLC | 0.04% | Add +27.6% | 3,875,411 | $62.9M |
| CANADA LIFE ASSURANCE Co | 0.09% | Add +1.0% | 3,792,949 | $61.9M |
| Squarepoint Ops LLC | 0.12% | Add +338.9% | 3,532,176 | $57.3M |
| Rhumbline Advisers | 0.05% | Reduce -1.4% | 3,517,574 | $57.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.1% | 3,437,657 | $55.8M |
| Bessemer Group Inc. | 0.08% | Reduce -0.2% | 3,313,939 | $53.8M |
| Boston Partners | 0.06% | Reduce -73.9% | 3,296,653 | $53.6M |
| California State Teachers Retirement System | 0.05% | Add +1.6% | 3,230,581 | $52.4M |
| Canada Pension Plan Investment Board | 0.04% | Add +17.5% | 3,165,723 | $51.4M |
| Nomura Asset Management Co. Ltd. | 0.12% | Add +3.5% | 2,872,828 | $46.6M |
| National Pension Service | 0.04% | Add +1.0% | 2,804,961 | $45.5M |
| First Trust Advisors LP | 0.03% | Add +200.1% | 2,667,217 | $43.3M |
| Nicholas Company, Inc. | 0.72% | No change | 2,623,637 | $42.6M |
| Mason Capital Management LLC | 8.57% | New | 2,595,000 | $42.1M |
| Korea Investment CORP | 0.08% | Add +139.5% | 2,524,461 | $41.0M |
| Victory Capital Management Inc. | 0.02% | Reduce -4.1% | 2,509,576 | $40.7M |
| Athos Capital Ltd | 26.37% | New | 2,500,000 | $40.6M |
| Brandes Investment Partners, LP | 0.32% | Add +36.9% | 2,461,745 | $40.0M |
| Vest Financial, LLC | 0.52% | Add +4.7% | 2,436,986 | $39.6M |
| Cullen Capital Management, LLC | 0.43% | Reduce -3.0% | 2,410,641 | $39.1M |
| Forest Avenue Capital Management LP | 2.90% | Add +13.3% | 2,378,300 | $38.6M |
| Wells Fargo & Company | 0.01% | Reduce -49.1% | 2,344,659 | $38.1M |
| Royal London Asset Management Ltd. | 0.08% | Add +10.4% | 2,326,387 | $37.8M |
| Adage Capital Partners Gp, L.L.C. | 0.06% | Add +47.9% | 2,247,058 | $36.5M |
| Principal Financial Group Inc. | 0.02% | Reduce -4.1% | 2,080,516 | $33.8M |
| Neuberger Berman Group LLC | 0.02% | Add +19.9% | 2,026,137 | $32.9M |
| Twinbeech Capital LP | 1.26% | Reduce -20.5% | 1,967,031 | $31.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +4.6% | 1,960,323 | $31.8M |
| Citigroup Inc. | 0.02% | Reduce -54.5% | 1,915,614 | $31.1M |
| Maplelane Capital, LLC | 1.49% | Reduce -54.2% | 1,915,000 | $31.1M |
| Petrus Trust Company, LTA | 3.29% | Add +47.9% | 1,849,912 | $30.0M |
| RNC Capital Management LLC | 1.36% | Reduce -2.4% | 1,819,579 | $29.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -56.8% | 1,795,137 | $29.1M |
| State Board of Administration of Florida Retirement System | 0.05% | Reduce -1.9% | 1,771,450 | $28.8M |
| Saturna Capital Corp. | 0.36% | Reduce -0.7% | 1,718,707 | $27.9M |
| Trexquant Investment LP | 0.27% | New | 1,640,188 | $26.6M |
| Advisors Capital Management, LLC | 0.33% | Reduce -1.0% | 1,619,567 | $26.3M |
| Kapitalo Investimentos Ltda | 4.87% | New | 1,600,000 | $26.0M |
"% of holder's portfolio" is KVUE's weight in each manager's 13F, not the share of Kenvue Inc. the manager owns.