KVUE — KENVUE INC
Index member: S&P 500
As of Q2 2026, 46 SEC-registered investment managers reported holding KVUE (KENVUE INC) in their latest 13F filings, with a combined reported value of $14.79B across 788.43M shares. That is +7.5% by share count (+54.79M shares) versus the previous quarter, while reported value moved +20.1%. Ownership is concentrated: the five largest holders account for 58.3% of reported value and the top ten for 75.2%.
Compared with the prior quarter, 1 opened new positions, 26 added to existing stakes, 18 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KVUE is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 234.95M | $4.05B | 0.06% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 157.05M | $3.00B | 0.14% | Add |
| BlackRock Inc history | Q2 2026 | 150.83M | $2.88B | 0.04% | Add |
| Geode Capital Management history | Q2 2026 | 52.02M | $990.23M | 0.05% | Add |
| Norges Bank Investment Management history | Q2 2026 | 46.16M | $882.06M | 0.09% | Add |
| MFS Investment Management history | Q2 2026 | 44.72M | $861.93M | 0.29% | Reduce |
| Millennium Management history | Q2 2026 | 37.36M | $713.86M | 0.28% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 26.25M | $500.55M | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 24.80M | $473.93M | 0.03% | Add |
| Goldman Sachs Group history | Q2 2026 | 22.80M | $435.68M | 0.04% | Add |
| Balyasny Asset Management history | Q2 2026 | 19.86M | $379.53M | 0.50% | Reduce |
| Northern Trust Corp history | Q2 2026 | 18.95M | $362.22M | 0.04% | Reduce |
| Amundi US history | Q2 2026 | 18.48M | $353.22M | 0.09% | Add |
| Invesco Ltd history | Q2 2026 | 16.21M | $309.78M | 0.03% | Reduce |
| Bank of America Corp history | Q2 2026 | 14.40M | $275.20M | 0.02% | Add |
| UBS Group AG history | Q2 2026 | 13.64M | $260.64M | 0.04% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 13.51M | $258.24M | 0.03% | Add |
| Citadel Advisors history | Q2 2026 | 13.43M | $256.60M | 0.03% | Add |
| Legal & General Investment Management America history | Q2 2026 | 13.26M | $253.39M | 0.05% | Reduce |
| BNY Mellon history | Q2 2026 | 10.05M | $192.08M | 0.03% | Reduce |
New Positions (Q2 2026)
- Two Sigma Investments 187.94K sh · $3.59M
Fully Exited (vs previous quarter)
- Capital Research Global Investors sold 1.59M sh · $27.45M
- Janus Henderson Group sold 351.87K sh · $6.06M
- Moore Capital Management sold 100.00K sh · $1.72M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 13.27M | 89.18M | 110.93M | 120.08M | 134.84M | 137.92M | 128.97M | 114.00M | 99.55M | 90.32M | 94.11M | 135.09M | 157.05M |
| BlackRock Inc | — | — | — | — | — | 128.99M | 136.55M | 141.19M | 147.57M | 144.77M | 159.55M | 145.30M | 150.83M |
| Geode Capital Management | — | 32.87M | 32.68M | 33.70M | 44.28M | 44.68M | 46.07M | 48.40M | 49.00M | 49.49M | 49.86M | 51.27M | 52.02M |
| Norges Bank Investment Management | — | — | 13.10M | — | 1.30M | — | 24.42M | — | 25.68M | — | 43.88M | — | 46.16M |
| MFS Investment Management | 18.64M | 61.09M | 66.67M | 72.84M | 79.86M | 86.98M | 97.66M | 96.87M | 91.22M | 87.35M | 68.49M | 49.74M | 44.72M |
| Millennium Management | 279.96K | 7.81M | 4.62M | 336.20K | 3.05M | 3.42M | 342.39K | 2.54M | 1.90M | 6.18M | 24.33M | 32.40M | 37.36M |
| JPMorgan Chase & Co | 4.57M | 58.70M | 128.50K | 68.32M | 64.59M | 29.45M | 22.31M | 24.91M | 240.00K | 881.80K | 776.70K | 1.17M | 26.25M |
| Morgan Stanley | 749.57K | 31.16M | 35.26M | 16.81M | 16.05M | 16.24M | 18.09M | 21.21M | 19.16M | 19.50M | 17.23M | 21.37M | 24.80M |
| Goldman Sachs Group | 440.95K | 9.85M | 6.84M | 5.67M | 13.08M | 12.32M | 14.66M | 19.67M | 27.99M | 30.56M | 19.02M | 22.12M | 22.80M |
| Balyasny Asset Management | — | 3.30M | 5.02M | — | — | — | — | 556.30K | — | 1.34M | 26.62M | 25.36M | 19.86M |
| Northern Trust Corp | 47.10K | 15.90M | 16.67M | 16.02M | 18.10M | 18.15M | 20.95M | 21.38M | 20.49M | 19.23M | 19.42M | 19.32M | 18.95M |
| Amundi US | — | 14.17M | 12.35M | 6.92M | 6.39M | 7.18M | 7.51M | 7.95M | 14.51M | 17.65M | 15.88M | 13.09M | 18.48M |
| Invesco Ltd | 3.94M | 18.91M | 15.89M | 13.12M | 12.93M | 15.03M | 16.99M | 16.06M | 17.82M | 17.03M | 17.55M | 18.79M | 16.21M |
| Bank of America Corp | 322.97K | 47.84M | 58.68M | 65.14M | 53.56M | 52.05M | 38.54M | 29.23M | 33.63M | 30.98M | 12.95M | 14.18M | 14.40M |
| UBS Group AG | 377.72K | 8.50M | 10.17M | 3.39M | 6.53M | 4.65M | 13.11M | 7.71M | 26.27M | 24.69M | 41.86M | 20.87M | 13.64M |
| Charles Schwab Investment Management | — | 16.97M | 18.85M | 22.01M | 23.86M | 24.41M | 24.97M | 25.61M | 24.95M | 25.05M | 12.96M | 13.14M | 13.51M |
| Citadel Advisors | 6.82M | 9.51M | 11.57M | 5.48M | 22.45M | 6.08M | 9.78M | 22.18M | 14.75M | 24.99M | 7.70M | 12.95M | 13.43M |
| Legal & General Investment Management America | — | 4.68M | 9.23M | 9.25M | 12.76M | 14.85M | 13.16M | 13.93M | 14.45M | 14.79M | 14.32M | 14.38M | 13.26M |
| BNY Mellon | 4.16M | 29.73M | 32.46M | 35.90M | 43.44M | 47.86M | 41.25M | 35.79M | 31.61M | 30.36M | 11.09M | 10.86M | 10.05M |
| Renaissance Technologies | — | 1.53M | 2.27M | 2.77M | 267.71K | 333.71K | — | — | — | — | — | 4.14M | 9.02M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details