Filed: 11/6/2025ACC: 0001171200-25-000265
📋 What this filing means
JENSEN INVESTMENT MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 87 equity positions with a total reported market value of $8.06B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
87
Positions
$8.06B
Total AUM (reported)
34.29M
Total Shares
Allocation by class
COM$8.05B99.9%
ADR$5.34M0.1%
Portfolio Concentration
Top 3$1.86B23.1%
4–10$2.66B33.1%
11–25$3.14B38.9%
Rest$399.73M5.0%
Top 3 weight
23.1%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 34.29M
Sole
Full voting authority
30.38M
shares
% of voting shares88.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.91M
shares
% of voting shares11.4%
Investment Discretion (by position count)
Sole87
Shared0
Other0
Dominant voting typeSole · 88.6% of voting shares
Institutional Holdings87
Rows:
Microsoft Corp
SOLEShares1.52M
TypeSH
Market value$787.00M
9.77%
Sole
1.34M
Shared
0.00
None
177.20K
Apple, Inc.
SOLEShares2.30M
TypeSH
Market value$586.48M
7.28%
Sole
2.02M
Shared
0.00
None
284.75K
Marsh & McLennan Companies Inc
SOLEShares2.41M
TypeSH
Market value$485.01M
6.02%
Sole
2.10M
Shared
0.00
None
303.77K
Stryker Corp
SOLEShares1.22M
TypeSH
Market value$451.02M
5.60%
Sole
1.07M
Shared
0.00
None
147.26K
Alphabet Inc Cap Stk Cl A
SOLEShares1.79M
TypeSH
Market value$435.47M
5.40%
Sole
1.57M
Shared
0.00
None
221.28K
NVIDIA Corp
SOLEShares2.16M
TypeSH
Market value$403.06M
5.00%
Sole
1.88M
Shared
0.00
None
279.62K
Intuit Inc.
SOLEShares536.98K
TypeSH
Market value$366.71M
4.55%
Sole
469.15K
Shared
0.00
None
67.83K
Eli Lilly & Co.
SOLEShares463.74K
TypeSH
Market value$353.83M
4.39%
Sole
404.86K
Shared
0.00
None
58.88K
Mastercard Inc
SOLEShares581.53K
TypeSH
Market value$330.78M
4.10%
Sole
508K
Shared
0.00
None
73.53K
Abbott Labs
SOLEShares2.41M
TypeSH
Market value$322.72M
4.00%
Sole
2.11M
Shared
0.00
None
295.93K
Meta Platforms, Inc. Class A
SOLEShares399.93K
TypeSH
Market value$293.70M
3.64%
Sole
348.50K
Shared
0.00
None
51.43K
KLA Corporation
SOLEShares262.49K
TypeSH
Market value$283.12M
3.51%
Sole
229.67K
Shared
0.00
None
32.83K
Automatic Data Processing, Inc
SOLEShares924.42K
TypeSH
Market value$271.32M
3.37%
Sole
818.96K
Shared
0.00
None
105.46K
Equifax Inc
SOLEShares1.02M
TypeSH
Market value$262.30M
3.25%
Sole
907.63K
Shared
0.00
None
114.87K
Broadridge Financial Solutions
SOLEShares1.10M
TypeSH
Market value$261.95M
3.25%
Sole
962.05K
Shared
0.00
None
137.80K
Waste Management
SOLEShares1.09M
TypeSH
Market value$239.95M
2.98%
Sole
949.73K
Shared
0.00
None
136.86K
Copart Inc.
SOLEShares5.26M
TypeSH
Market value$236.71M
2.94%
Sole
4.60M
Shared
0.00
None
666.50K
Sherwin-Williams Co
SOLEShares663.61K
TypeSH
Market value$229.78M
2.85%
Sole
577.46K
Shared
0.00
None
86.14K
Procter & Gamble Co
SOLEShares1.44M
TypeSH
Market value$221.56M
2.75%
Sole
1.27M
Shared
0.00
None
171.91K
Cadence Design Systems, Inc.
SOLEShares620.21K
TypeSH
Market value$217.85M
2.70%
Sole
541.45K
Shared
0.00
None
78.77K
McDonald's Corp.
SOLEShares500.98K
TypeSH
Market value$152.24M
1.89%
Sole
436.11K
Shared
0.00
None
64.88K
Zoetis, Inc.
SOLEShares883.92K
TypeSH
Market value$129.34M
1.60%
Sole
745.17K
Shared
0.00
None
138.75K
Veeva Systems Inc. Class A
SOLEShares413.21K
TypeSH
Market value$123.10M
1.53%
Sole
361.50K
Shared
0.00
None
51.71K
Amphenol Corp
SOLEShares869.46K
TypeSH
Market value$107.60M
1.34%
Sole
794.83K
Shared
0.00
None
74.64K
Verisk Analytics Inc
SOLEShares424.64K
TypeSH
Market value$106.80M
1.33%
Sole
371.69K
Shared
0.00
None
52.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Microsoft CorpSOLE | COM | 1.52M | SH | $787.00M 9.77% | 1.34M | 0.00 | 177.20K |
Apple, Inc.SOLE | COM | 2.30M | SH | $586.48M 7.28% | 2.02M | 0.00 | 284.75K |
Marsh & McLennan Companies IncSOLE | COM | 2.41M | SH | $485.01M 6.02% | 2.10M | 0.00 | 303.77K |
Stryker CorpSOLE | COM | 1.22M | SH | $451.02M 5.60% | 1.07M | 0.00 | 147.26K |
Alphabet Inc Cap Stk Cl ASOLE | COM | 1.79M | SH | $435.47M 5.40% | 1.57M | 0.00 | 221.28K |
NVIDIA CorpSOLE | COM | 2.16M | SH | $403.06M 5.00% | 1.88M | 0.00 | 279.62K |
Intuit Inc.SOLE | COM | 536.98K | SH | $366.71M 4.55% | 469.15K | 0.00 | 67.83K |
Eli Lilly & Co.SOLE | COM | 463.74K | SH | $353.83M 4.39% | 404.86K | 0.00 | 58.88K |
Mastercard IncSOLE | COM | 581.53K | SH | $330.78M 4.10% | 508K | 0.00 | 73.53K |
Abbott LabsSOLE | COM | 2.41M | SH | $322.72M 4.00% | 2.11M | 0.00 | 295.93K |
Meta Platforms, Inc. Class ASOLE | COM | 399.93K | SH | $293.70M 3.64% | 348.50K | 0.00 | 51.43K |
KLA CorporationSOLE | COM | 262.49K | SH | $283.12M 3.51% | 229.67K | 0.00 | 32.83K |
Automatic Data Processing, IncSOLE | COM | 924.42K | SH | $271.32M 3.37% | 818.96K | 0.00 | 105.46K |
Equifax IncSOLE | COM | 1.02M | SH | $262.30M 3.25% | 907.63K | 0.00 | 114.87K |
Broadridge Financial SolutionsSOLE | COM | 1.10M | SH | $261.95M 3.25% | 962.05K | 0.00 | 137.80K |
Waste ManagementSOLE | COM | 1.09M | SH | $239.95M 2.98% | 949.73K | 0.00 | 136.86K |
Copart Inc.SOLE | COM | 5.26M | SH | $236.71M 2.94% | 4.60M | 0.00 | 666.50K |
Sherwin-Williams CoSOLE | COM | 663.61K | SH | $229.78M 2.85% | 577.46K | 0.00 | 86.14K |
Procter & Gamble CoSOLE | COM | 1.44M | SH | $221.56M 2.75% | 1.27M | 0.00 | 171.91K |
Cadence Design Systems, Inc.SOLE | COM | 620.21K | SH | $217.85M 2.70% | 541.45K | 0.00 | 78.77K |
McDonald's Corp.SOLE | COM | 500.98K | SH | $152.24M 1.89% | 436.11K | 0.00 | 64.88K |
Zoetis, Inc.SOLE | COM | 883.92K | SH | $129.34M 1.60% | 745.17K | 0.00 | 138.75K |
Veeva Systems Inc. Class ASOLE | COM | 413.21K | SH | $123.10M 1.53% | 361.50K | 0.00 | 51.71K |
Amphenol CorpSOLE | COM | 869.46K | SH | $107.60M 1.34% | 794.83K | 0.00 | 74.64K |
Verisk Analytics IncSOLE | COM | 424.64K | SH | $106.80M 1.33% | 371.69K | 0.00 | 52.95K |
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