Filed: 8/8/2025ACC: 0001171200-25-000262
📋 What this filing means
JENSEN INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $8.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$8.53B
Total AUM (reported)
38.72M
Total Shares
Allocation by class
COM$8.53B100.0%
ADR$3.93M0.0%
Portfolio Concentration
Top 3$1.87B21.9%
4–10$2.81B32.9%
11–25$3.41B39.9%
Rest$448.99M5.3%
Top 3 weight
21.9%
Top 10 weight
54.8%
Voting Authority Distribution
Total shares with voting rights: 38.72M
Sole
Full voting authority
34.57M
shares
% of voting shares89.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.16M
shares
% of voting shares10.7%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 89.3% of voting shares
Institutional Holdings83
Rows:
Microsoft Corp
SOLEShares1.57M
TypeSH
Market value$780.70M
9.15%
Sole
1.40M
Shared
0.00
None
169.68K
Stryker Corp
SOLEShares1.42M
TypeSH
Market value$560.85M
6.57%
Sole
1.26M
Shared
0.00
None
160.37K
Marsh & McLennan Companies Inc
SOLEShares2.42M
TypeSH
Market value$529.90M
6.21%
Sole
2.14M
Shared
0.00
None
282.70K
Intuit Inc.
SOLEShares628.45K
TypeSH
Market value$494.98M
5.80%
Sole
554.55K
Shared
0.00
None
73.90K
Apple, Inc.
SOLEShares2.32M
TypeSH
Market value$475.43M
5.57%
Sole
2.05M
Shared
0.00
None
265.47K
Alphabet Inc Cap Stk Cl A
SOLEShares2.38M
TypeSH
Market value$418.58M
4.91%
Sole
2.10M
Shared
0.00
None
273.84K
Accenture plc Class A
SOLEShares1.33M
TypeSH
Market value$396.63M
4.65%
Sole
1.18M
Shared
0.00
None
149.50K
Mastercard Inc
SOLEShares620.97K
TypeSH
Market value$348.95M
4.09%
Sole
545.07K
Shared
0.00
None
75.90K
KLA Corporation
SOLEShares389.03K
TypeSH
Market value$348.47M
4.08%
Sole
343.20K
Shared
0.00
None
45.83K
Abbott Labs
SOLEShares2.38M
TypeSH
Market value$323.51M
3.79%
Sole
2.11M
Shared
0.00
None
270.14K
Broadridge Financial Solutions
SOLEShares1.30M
TypeSH
Market value$315.23M
3.69%
Sole
1.15M
Shared
0.00
None
151.13K
Automatic Data Processing, Inc
SOLEShares940.79K
TypeSH
Market value$290.14M
3.40%
Sole
835.26K
Shared
0.00
None
105.52K
NVIDIA Corp
SOLEShares1.75M
TypeSH
Market value$276.17M
3.24%
Sole
1.54M
Shared
0.00
None
207.31K
Waste Management
SOLEShares1.17M
TypeSH
Market value$268.64M
3.15%
Sole
1.04M
Shared
0.00
None
137.97K
Equifax Inc
SOLEShares1.03M
TypeSH
Market value$266.27M
3.12%
Sole
919.07K
Shared
0.00
None
107.54K
Copart Inc.
SOLEShares5.32M
TypeSH
Market value$260.85M
3.06%
Sole
4.69M
Shared
0.00
None
621.66K
Amphenol Corp
SOLEShares2.61M
TypeSH
Market value$257.94M
3.02%
Sole
2.31M
Shared
0.00
None
299.74K
Cadence Design Systems, Inc.
SOLEShares823.40K
TypeSH
Market value$253.73M
2.97%
Sole
725.62K
Shared
0.00
None
97.78K
Zoetis, Inc.
SOLEShares1.62M
TypeSH
Market value$251.93M
2.95%
Sole
1.41M
Shared
0.00
None
208.18K
Procter & Gamble Co
SOLEShares1.43M
TypeSH
Market value$228.02M
2.67%
Sole
1.27M
Shared
0.00
None
156.56K
Sherwin-Williams Co
SOLEShares558.25K
TypeSH
Market value$191.68M
2.25%
Sole
491.96K
Shared
0.00
None
66.30K
Eli Lilly & Co.
SOLEShares206.61K
TypeSH
Market value$161.06M
1.89%
Sole
182.67K
Shared
0.00
None
23.94K
Meta Platforms, Inc. Class A
SOLEShares203.41K
TypeSH
Market value$150.14M
1.76%
Sole
179.23K
Shared
0.00
None
24.18K
McDonald's Corp.
SOLEShares499.01K
TypeSH
Market value$145.80M
1.71%
Sole
438.83K
Shared
0.00
None
60.18K
Verisk Analytics Inc
SOLEShares281.73K
TypeSH
Market value$87.76M
1.03%
Sole
249.16K
Shared
0.00
None
32.58K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.57M | SH | $780.70M 9.15% | 1.40M | 0.00 | 169.68K |
Stryker CorpSOLE | COM | 1.42M | SH | $560.85M 6.57% | 1.26M | 0.00 | 160.37K |
Marsh & McLennan Companies IncSOLE | COM | 2.42M | SH | $529.90M 6.21% | 2.14M | 0.00 | 282.70K |
Intuit Inc.SOLE | COM | 628.45K | SH | $494.98M 5.80% | 554.55K | 0.00 | 73.90K |
Apple, Inc.SOLE | COM | 2.32M | SH | $475.43M 5.57% | 2.05M | 0.00 | 265.47K |
Alphabet Inc Cap Stk Cl ASOLE | COM | 2.38M | SH | $418.58M 4.91% | 2.10M | 0.00 | 273.84K |
Accenture plc Class ASOLE | COM | 1.33M | SH | $396.63M 4.65% | 1.18M | 0.00 | 149.50K |
Mastercard IncSOLE | COM | 620.97K | SH | $348.95M 4.09% | 545.07K | 0.00 | 75.90K |
KLA CorporationSOLE | COM | 389.03K | SH | $348.47M 4.08% | 343.20K | 0.00 | 45.83K |
Abbott LabsSOLE | COM | 2.38M | SH | $323.51M 3.79% | 2.11M | 0.00 | 270.14K |
Broadridge Financial SolutionsSOLE | COM | 1.30M | SH | $315.23M 3.69% | 1.15M | 0.00 | 151.13K |
Automatic Data Processing, IncSOLE | COM | 940.79K | SH | $290.14M 3.40% | 835.26K | 0.00 | 105.52K |
NVIDIA CorpSOLE | COM | 1.75M | SH | $276.17M 3.24% | 1.54M | 0.00 | 207.31K |
Waste ManagementSOLE | COM | 1.17M | SH | $268.64M 3.15% | 1.04M | 0.00 | 137.97K |
Equifax IncSOLE | COM | 1.03M | SH | $266.27M 3.12% | 919.07K | 0.00 | 107.54K |
Copart Inc.SOLE | COM | 5.32M | SH | $260.85M 3.06% | 4.69M | 0.00 | 621.66K |
Amphenol CorpSOLE | COM | 2.61M | SH | $257.94M 3.02% | 2.31M | 0.00 | 299.74K |
Cadence Design Systems, Inc.SOLE | COM | 823.40K | SH | $253.73M 2.97% | 725.62K | 0.00 | 97.78K |
Zoetis, Inc.SOLE | COM | 1.62M | SH | $251.93M 2.95% | 1.41M | 0.00 | 208.18K |
Procter & Gamble CoSOLE | COM | 1.43M | SH | $228.02M 2.67% | 1.27M | 0.00 | 156.56K |
Sherwin-Williams CoSOLE | COM | 558.25K | SH | $191.68M 2.25% | 491.96K | 0.00 | 66.30K |
Eli Lilly & Co.SOLE | COM | 206.61K | SH | $161.06M 1.89% | 182.67K | 0.00 | 23.94K |
Meta Platforms, Inc. Class ASOLE | COM | 203.41K | SH | $150.14M 1.76% | 179.23K | 0.00 | 24.18K |
McDonald's Corp.SOLE | COM | 499.01K | SH | $145.80M 1.71% | 438.83K | 0.00 | 60.18K |
Verisk Analytics IncSOLE | COM | 281.73K | SH | $87.76M 1.03% | 249.16K | 0.00 | 32.58K |
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