KVUE
Kenvue Inc. · Consumer Defensive · Household & Personal Products
Données momentum (gérants comparables) :
étendue des détenteurs -8.0% ·
flux d'actions -6.1% ·
nouvelles positions nettes -13.0%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | -1 | 1.32B | $25.19B | +2 | −2 |
| 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 | — |
| 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 | — | −1 |
| Q2 2024 | 17 | — | 375.61M | $6.83B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 233.35M | 0.0% | $3.79B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 233.35M | 0.0% | $3.79B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 233.35M | 0.0% | $3.79B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 233.35M | 0.0% | $3.79B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 233.35M | 0.0% | $3.79B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 144.77M | -1.9% | $2.35B | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 115.08M | -31.5% | $1.87B | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 115.08M | -31.5% | $1.87B | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (passif) | 114.80M | -0.2% | $1.86B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 90.32M | -9.3% | $1.47B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 90.32M | -9.3% | $1.47B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 90.32M | -9.3% | $1.47B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 90.32M | -9.3% | $1.47B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 90.32M | -9.3% | $1.47B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passif) | 49.49M | +1.0% | $799.93M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passif) | 49.49M | +1.0% | $799.93M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | JPMorgan Chase ✦ | 40.83M | — | $662.68M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 76 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 77 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 78 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 79 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 80 | Wellington Management ✦ | 33.79M | -27.1% | $548.35M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 81 | D. E. Shaw & Co. ✦ | 27.41M | +174.1% | $444.79M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 82 | D. E. Shaw & Co. ✦ | 27.41M | +174.1% | $444.79M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 83 | Starboard Value ✦ | 20.93M | 0.0% | $339.69M | 6.4% | Held | 4 | SEC ↗ |
| 84 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Morgan Stanley ✦ | 19.50M | — | $316.41M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 18.31M | +44.1% | $297.20M | 0.2% | ▲ Add | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $537.42M | était 0.1% |
| Capital World Investors | $155.54M | était 0.0% |
| Harris Associates (Oakmark) | $118.30M | était 0.2% |
| Arrowstreet Capital | $6.53M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1,006 détenteurs, 1.73B actions, $28.67B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.