KVUE
Kenvue Inc. · Consumer Defensive · Household & Personal Products
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +1.9% ·
net new positions -6.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 214.49K | $3.80M | n/a | −2 |
| Q2 2026 | 162 | -1 | 1.30B | $24.83B | +2 | −4 |
| Q1 2026 | 167 | +1 | 1.27B | $21.89B | +4 | −4 |
| Q4 2025 | 165 | 0 | 1.42B | $24.45B | +2 | −1 |
| Q3 2025 | 23 | -2 | 940.73M | $15.26B | +1 | −4 |
| Q2 2025 | 23 | +3 | 954.00M | $19.96B | +3 | n/a |
| Q1 2025 | 17 | +1 | 553.14M | $13.26B | +2 | −1 |
| Q4 2024 | 16 | -1 | 571.20M | $12.19B | +1 | −2 |
| Q3 2024 | 16 | -1 | 439.93M | $10.17B | n/a | −1 |
| Q2 2024 | 17 | n/a | 375.61M | $6.83B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 245.89M | +3.5% | $5.25B | 0.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | State Street Global Advisors ✦ (passive) | 120.40M | n/a | $2.57B | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 68.36M | -13.6% | $1.46B | 0.3% | ▼ Trim | 3 | SEC ↗ ×9 |
| 4 | Geode Capital Management ✦ (passive) | 46.07M | +3.1% | $980.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Harris Associates (Oakmark) ✦ | 31.52M | +0.2% | $672.92M | 1.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Norges Bank ✦ (passive) | 24.42M | +1.2% | $521.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Starboard Value ✦ | 21.91M | New | $467.86M | 8.5% | New | 1 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 6.85M | +101.5% | $146.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Capital World Investors ✦ | 4.05M | -59.6% | $86.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Adage Capital Partners ✦ | 683.26K | -74.7% | $14.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Tweedy, Browne ✦ | 356.80K | -6.9% | $7.62M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 229.54K | -65.7% | $4.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 219.64K | -11.1% | $4.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 203.28K | -39.3% | $4.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 15 | Millennium Management ✦ | 31.19K | -99.0% | $665,821 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Marshall Wace ✦ | 11.20K | -99.3% | $239,120 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Starboard Value | $467.86M | 8.5% |
Exited
| Renaissance Technologies | $7.72M | was 0.0% |
| Two Sigma Investments | $2.12M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,006 holders, 1.73B shares, $28.67B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.