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KVUE in the 13F filings

Kenvue Inc · CUSIP 49177J102

Sector · Consumer staples
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 21 listed it in both
Shares listed
360,876,567
combined, among listed positions
Reported value
$6.2bn
combined, at the quarter end

Among the 92 comparable managers: 21 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -147,674,112.

Managers listing KVUE in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Fidelity (FMR LLC)94,112,610$1.6bn0.08%Added+3,790,23717 Feb 2026 (the filing on sec.gov)
MFS Investment Management68,486,378$1.2bn0.38%Trimmed-18,866,29922 Jan 2026 (the filing on sec.gov)
Starboard Value LP27,307,632$471m8.92%Added+6,377,69417 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.26,432,352$456m0.25%Trimmed-972,99417 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC24,220,839$418m0.53%Added+23,183,97417 Feb 2026 (the filing on sec.gov)
Millennium Management LLC21,800,563$376m0.16%Added+16,780,99817 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc19,751,964$341munder 0.1%Trimmed-95,331,10117 Feb 2026 (the filing on sec.gov)
Invesco Ltd17,551,036$303munder 0.1%Added+522,69619 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP9,325,500$161m0.05%Added+5,115,78417 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp6,837,583$118m0.22%Added+6,791,48117 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP5,826,776$101m0.09%Added+4,944,17313 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC4,300,000$74m0.26%Newnew17 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC3,417,795$59m0.06%Trimmed-114,38113 Feb 2026 (the filing on sec.gov)
Sachem Head Capital Management LP3,310,000$57m1.34%Trimmed-27,220,00013 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC3,269,385$56m0.22%Added+2,203,12713 Feb 2026 (the filing on sec.gov)
Third Point LLC3,250,000$56m0.77%Trimmed-5,750,00017 Feb 2026 (the filing on sec.gov)
Man Group PLC2,835,075$49m0.08%Added+1,322,80117 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP2,793,005$48m0.10%Added+2,293,36517 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,580,658$45munder 0.1%Trimmed-15,730,93317 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP2,344,087$40munder 0.1%Trimmed-31,441,84317 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP1,892,951$33munder 0.1%Trimmed-10,831,36917 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors1,592,321$27munder 0.1%Added+14,10011 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP1,280,000$22m0.07%Added+541,31213 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC1,246,246$21m0.25%Newnew13 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP1,091,872$19m0.15%Added+736,04617 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
14 in Q3 2024 to 26 in Q2 2026

Tracked managers listing it, at least.

0102030Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
KVUE by quarter
QuarterHoldersReported valueBuyersSellers
Q2 202320$2.6bnn.a.n.a.
Q3 202327$9.6bnn.a.n.a.
Q4 202321$9.8bn618
Q1 202418$10.3bn115
Q2 202417$10.1bn114
Q3 202414$14.3bn76
Q4 202412$13.4bn68
Q1 202519$14.5bn1010
Q2 202521$11.0bn912
Q3 202522$7.5bn159
Q4 202524$6.1bn2119
Q1 202626$6.8bn2216
Q2 202626$7.4bn2019

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

KVUE and PM →KVUE and KO →KVUE and COST →Choose a stock to compare with KVUE →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own KVUE, latest filings →Back to the 13F Explorer →