KenvueKVUE
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 1,049 institutions reported holding Kenvue Inc. (KVUE) in their 13F filings, down 15 from Q3 2025. 142 opened new positions and 189 sold out. The largest holders were Vanguard Group Inc. ($4.1B), BlackRock, Inc. ($2.8B) and State Street Corp. ($2.1B). 13 famous investors held it, including Jeff Smith (8.9% of Starboard Value's portfolio), Stephen Yacktman (1.9% of Yacktman Asset Management's portfolio) and Dan Loeb (0.8% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $852.7M |
| Exits | 189 | $1.0B |
All 13F filers, Q3 2025 → Q4 2025: 365,365,766 shares bought and 435,667,427 shares sold, net −70,301,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,049 holders
| Vanguard Group Inc. | 0.06% | Add +0.7% | 234,951,484 | $4.1B |
| BlackRock, Inc. | 0.05% | Add +10.2% | 159,550,592 | $2.8B |
| State Street Corp. | 0.07% | Add +3.5% | 118,865,134 | $2.1B |
| FMR LLC | 0.08% | Add +4.2% | 94,112,610 | $1.6B |
| Massachusetts Financial Services Co. | 0.38% | Reduce -21.6% | 68,486,378 | $1.2B |
| Pentwater Capital Management LP | 7.08% | Add +169.1% | 56,720,600 | $978.4M |
| Geode Capital Management, LLC | 0.05% | Add +0.8% | 49,862,574 | $856.8M |
| Independent Franchise Partners LLP | 5.28% | Add +56.3% | 48,146,476 | $830.5M |
| Norges Bank | 0.08% | — | 43,876,034 | $756.9M |
| UBS Group AG | 0.14% | Add +72.9% | 41,751,972 | $720.2M |
| Barclays PLC | 0.22% | Add +511.2% | 31,747,636 | $547.6M |
| Starboard Value | 8.92% | Add +30.5% | 27,307,632 | $471.1M |
| American Century Companies Inc. | 0.23% | Reduce -27.8% | 26,737,523 | $461.2M |
| D. E. Shaw & Co. | 0.37% | Reduce -3.5% | 26,432,352 | $456.0M |
| Balyasny Asset Management L.P. | 0.82% | Add +2236.0% | 24,220,839 | $417.8M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -4.6% | 22,073,194 | $380.8M |
| Millennium Management | 0.28% | Add +334.3% | 21,800,563 | $376.1M |
| Van Eck Associates Corp. | 0.30% | Add +14.2% | 20,968,087 | $361.7M |
| T. Rowe Price Associates Inc. | 0.04% | Reduce -82.8% | 19,751,964 | $340.7M |
| Northern Trust Corp. | 0.04% | Add +1.0% | 19,420,240 | $335.0M |
| Invesco Ltd. | 0.03% | Add +3.1% | 17,551,036 | $302.8M |
| Morgan Stanley | 0.02% | Reduce -11.6% | 17,228,962 | $297.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.06% | Add +0.1% | 17,141,211 | $295.7M |
| Goldman Sachs Group Inc. | 0.04% | Add +18.4% | 16,125,957 | $278.2M |
| Amundi | 0.08% | Reduce -10.0% | 15,881,928 | $274.0M |
| Legal & General Group Plc | 0.05% | Reduce -3.1% | 14,324,238 | $247.1M |
| Mizuho Markets Americas LLC | 5.24% | Add +2.3% | 14,153,935 | $244.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -48.3% | 12,963,663 | $223.6M |
| Bank of America Corp. | 0.02% | Reduce -53.1% | 12,953,346 | $223.4M |
| Sculptor Capital LP | 4.59% | Add +1023.5% | 12,886,328 | $222.3M |
| Bank of New York Mellon Corp | 0.03% | Reduce -63.5% | 11,088,034 | $191.3M |
| Capitolis Liquid Global Markets LLC | 1.13% | Add +1116.8% | 10,950,999 | $188.9M |
| ProShare Advisors LLC | 0.33% | Add +39.1% | 10,803,027 | $186.4M |
| ING Groep NV | 1.03% | Add +1311.9% | 9,856,090 | $170.0M |
| Cibc World Markets Corp. | 0.81% | — | 9,402,473 | $162.2M |
| Bank of Montreal | 0.07% | Add +603.8% | 9,384,200 | $161.9M |
| Alliancebernstein L.P. | 0.05% | Add +121.5% | 9,325,500 | $160.9M |
| Nuveen, LLC | 0.04% | Reduce -32.9% | 9,086,035 | $156.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -57.8% | 8,610,444 | $148.5M |
| Bessemer Group Inc. | 0.22% | Add +156.2% | 8,491,343 | $146.5M |
| Deutsche Bank AG | 0.05% | Add +12.8% | 8,228,595 | $141.9M |
| M&G PLC | 0.74% | Add +1.3% | 8,135,231 | $138.3M |
| Yacktman Asset Management | 1.90% | Reduce -1.0% | 7,857,496 | $135.5M |
| Tudor Investment Corporation | 0.67% | Add +14731.4% | 6,837,583 | $117.9M |
| Equity Investment Corp. | 2.38% | Add +32.0% | 6,820,350 | $117.7M |
| Marshall Wace, LLP | 0.10% | Add +560.2% | 5,826,776 | $100.5M |
| Mondrian Investment Partners LTD | 1.64% | Add +18.2% | 5,773,258 | $99.6M |
| Magnetar Financial LLC | 0.96% | New | 5,263,903 | $90.8M |
| Swiss National Bank | 0.05% | Reduce -5.0% | 5,258,946 | $90.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.05% | Add +6.3% | 5,217,558 | $90.0M |
| Lazard Asset Management LLC | 0.15% | Reduce -36.6% | 5,211,285 | $89.9M |
| HSBC Holdings PLC | 0.05% | Add +31.8% | 5,106,368 | $88.2M |
| Capstone Investment Advisors, LLC | 0.89% | Add +4979.1% | 5,088,765 | $87.8M |
| National Bank of Canada | 0.09% | Add +374.2% | 5,040,408 | $86.9M |
| Royal Bank of Canada | 0.02% | Reduce -32.2% | 5,026,852 | $86.7M |
| Weiss Asset Management LP | 1.52% | Add +1589.6% | 4,879,739 | $84.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.05% | Add +3.9% | 4,606,499 | $79.8M |
| Adage Capital Partners Gp, L.L.C. | 0.12% | Add +101.6% | 4,529,558 | $78.1M |
| Assenagon Asset Management S.A. | 0.11% | Reduce -38.8% | 4,388,904 | $75.7M |
| Voloridge Investment Management, LLC | 0.26% | New | 4,300,000 | $74.2M |
| LMR Partners LLP | 0.92% | Add +3249.4% | 4,186,784 | $72.2M |
| California Public Employees Retirement System | 0.04% | Reduce -7.3% | 4,060,137 | $70.0M |
| Armistice Capital, LLC | 1.69% | New | 3,992,196 | $68.9M |
| Canada Pension Plan Investment Board | 0.05% | Add +23.8% | 3,919,153 | $67.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -29.8% | 3,724,271 | $64.2M |
| AQR Arbitrage LLC | 1.63% | New | 3,502,931 | $60.4M |
| Nomura Asset Management Co. Ltd. | 0.15% | Add +21.5% | 3,491,548 | $60.2M |
| Athos Capital Ltd | 24.04% | Add +38.3% | 3,457,749 | $59.6M |
| Squarepoint Ops LLC | 0.12% | Reduce -3.2% | 3,417,795 | $59.0M |
| Skye Global Management LP | 1.19% | Add +130.3% | 3,400,000 | $58.6M |
| Rhumbline Advisers | 0.05% | Reduce -4.0% | 3,377,921 | $58.3M |
| First Trust Advisors LP | 0.04% | Add +25.4% | 3,343,809 | $57.7M |
| Sachem Head Capital Management LP | 1.34% | Reduce -89.2% | 3,310,000 | $57.1M |
| Verition Fund Management LLC | 0.32% | Add +206.6% | 3,269,385 | $56.4M |
| Third Point | 0.77% | Reduce -63.9% | 3,250,000 | $56.1M |
| Vest Financial, LLC | 0.71% | Add +33.3% | 3,247,344 | $56.0M |
| California State Teachers Retirement System | 0.06% | Reduce -0.7% | 3,209,430 | $55.4M |
| Brandes Investment Partners, LP | 0.41% | Add +25.7% | 3,094,648 | $53.4M |
| SG Americas Securities, LLC | 0.07% | Add +3889.9% | 3,075,723 | $53.1M |
| CANADA LIFE ASSURANCE Co | 0.09% | Reduce -22.4% | 2,942,873 | $50.9M |
| National Pension Service | 0.04% | Add +1.1% | 2,835,972 | $48.9M |
| Man Group plc | 0.10% | Add +87.5% | 2,835,075 | $48.9M |
| Nuance Investments, LLC | 5.35% | Add +294.4% | 2,813,985 | $48.5M |
| Holocene Advisors, LP | 0.10% | Add +459.0% | 2,793,005 | $48.2M |
| Calamos Advisors LLC | 0.28% | New | 2,700,000 | $46.6M |
| Citadel Advisors | 0.03% | Reduce -85.9% | 2,580,658 | $44.5M |
| Victory Capital Management Inc. | 0.03% | Add +2.2% | 2,564,661 | $44.2M |
| Citigroup Inc. | 0.03% | Add +33.8% | 2,562,390 | $44.2M |
| HBK Investments L P | 0.52% | New | 2,535,001 | $43.7M |
| Melqart Asset Management (UK) Ltd | 4.33% | New | 2,508,632 | $43.3M |
| Public Sector Pension Investment Board | 0.14% | Add +1375.2% | 2,447,367 | $42.2M |
| Wellington Management Group LLP | 0.01% | Reduce -93.1% | 2,344,087 | $40.4M |
| Royal London Asset Management Ltd. | 0.09% | Add +0.6% | 2,341,210 | $40.4M |
| BNP Paribas Financial Markets | 0.03% | Reduce -48.2% | 2,284,970 | $39.4M |
| Alpine Associates Management Inc. | 2.51% | New | 2,158,626 | $37.2M |
| Principal Financial Group Inc. | 0.02% | Add +2.3% | 2,128,437 | $36.7M |
| Kapitalo Investimentos Ltda | 6.60% | Add +25.0% | 2,000,000 | $34.5M |
| HRT Financial LP | 0.11% | Add +40.4% | 1,992,957 | $34.4M |
| Nearwater Capital Markets, Ltd | 0.59% | New | 1,990,000 | $34.3M |
| Advisors Capital Management, LLC | 0.39% | Add +17.8% | 1,908,171 | $32.9M |
"% of holder's portfolio" is KVUE's weight in each manager's 13F, not the share of Kenvue Inc. the manager owns.