Jensen Investment Management Inc

Investment Portfolio & 13F Holdings Analysis

About

JENSEN INVESTMENT MANAGEMENT INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 84 holdings worth $9.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 84
Total Value: 9043338708
Accession Number: 0001171200-25-000219
Form Type: 13F-HR
CIK: 0001106129
Manager Name: Jensen Investment Management Inc

Data Enrichment

100% identified

84 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $9,043,338.708K total value

84 positions

Manager:

SEC FilingSEC DataHachi Filing

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MICROSOFT CORP

MSFT|594918104

1777503(-13.5%)

Value:

$667.3B(-23.0%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

2629686(-13.5%)

Value:

$641.7B(-0.6%)

Apple Inc.

AAPL|037833100

2826376(-15.1%)

Value:

$627.8B(-24.7%)

Accenture plc

ACN|G1151C101

1835563(-19.6%)

Value:

$572.8B(-28.7%)

STRYKER CORP

SYK|863667101

1517463(-13.9%)

Value:

$564.9B(-11.0%)

INTUIT INC.

INTU|461202103

829379(-14.6%)

Value:

$509.2B(-16.5%)

Alphabet Inc.

GOOGL|02079K305

2771379(-14.2%)

Value:

$428.6B(-29.9%)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

1283564(-22.7%)

Value:

$392.2B(-19.3%)

Mastercard Inc

MA|57636Q104

688859(-26.8%)

Value:

$377.6B(-23.8%)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

1386609(-14.5%)

Value:

$336.2B(-8.3%)

UNITEDHEALTH GROUP INC

UNH|91324P102

607378(-15.2%)

Value:

$318.1B(-12.2%)

KLA CORP

KLAC|482480100

456126(-14.6%)

Value:

$310.1B(-7.8%)

Zoetis Inc.

ZTS|98978V103

1821403(-14.2%)

Value:

$299.9B(-13.3%)

WASTE MANAGEMENT INC

WM|94106L109

1274581(-13.9%)

Value:

$295.1B(-1.3%)

EQUIFAX INC

EFX|294429105

1066437(-13.4%)

Value:

$259.7B(-17.2%)

PROCTER & GAMBLE Co

PG|742718109

1491809(-13.7%)

Value:

$254.2B(-12.3%)

COPART INC

CPRT|217204106

3812090(+8.7%)

Value:

$215.7B(+7.2%)

TEXAS INSTRUMENTS INC

TXN|882508104

1174106(-36.0%)

Value:

$211.0B(-38.7%)

SHERWIN WILLIAMS CO

SHW|824348106

581472(+8.9%)

Value:

$203.0B(+11.8%)

ABBOTT LABORATORIES

ABT|002824100

1365785(+1221.2%)

Value:

$181.2B(+1449.4%)

Instrument	Shares		Other Manager	Value
Microsoft Corp(MSFTcusip594918104)	1.8M	QoQ -13.51% (-277.8K) YoY -24.10% (-564.6K)	All Managers (Combined)	$667.3M	QoQ -22.97% (-$199.1M) YoY -32.28% (-$318.1M)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	2.6M	QoQ -13.51% (-410.9K) YoY -17.46% (-556.4K)	All Managers (Combined)	$641.7M	QoQ -0.63% (-$4.1M) YoY -2.21% (-$14.5M)
Apple Inc.(AAPLcusip037833100)	2.8M	QoQ -15.10% (-502.9K) YoY -27.52% (-1.1M)	All Managers (Combined)	$627.8M	QoQ -24.69% (-$205.9M) YoY -6.11% (-$40.9M)
Accenture Plc(ACNcusipG1151C101)	1.8M	QoQ -19.57% (-446.8K) YoY -24.02% (-580.6K)	All Managers (Combined)	$572.8M	QoQ -28.66% (-$230.1M) YoY -31.60% (-$264.7M)
Stryker Corp(SYKcusip863667101)	1.5M	QoQ -13.95% (-246.1K) YoY -28.24% (-597.5K)	All Managers (Combined)	$564.9M	QoQ -11.03% (-$70.1M) YoY -25.36% (-$192.0M)
Intuit Inc.(INTUcusip461202103)	829.4K	QoQ -14.55% (-141.3K) YoY -24.23% (-265.3K)	All Managers (Combined)	$509.2M	QoQ -16.53% (-$100.8M) YoY -28.42% (-$202.3M)
Alphabet Inc.(GOOGLcusip02079K305)	2.8M	QoQ -14.23% (-460.0K) YoY -52.18% (-3.0M)	All Managers (Combined)	$428.6M	QoQ -29.93% (-$183.1M) YoY -51.01% (-$446.3M)
Automatic Data Processing Inc(ADPcusip053015103)	1.3M	QoQ -22.69% (-376.9K) YoY -34.89% (-688.1K)	All Managers (Combined)	$392.2M	QoQ -19.31% (-$93.9M) YoY -20.35% (-$100.2M)
Mastercard Inc(MAcusip57636Q104)	688.9K	QoQ -26.84% (-252.7K) YoY -34.35% (-360.5K)	All Managers (Combined)	$377.6M	QoQ -23.84% (-$118.2M) YoY -25.28% (-$127.8M)
Broadridge Financial Solutions, Inc.(BRcusip11133T103)	1.4M	QoQ -14.52% (-235.6K) YoY -21.96% (-390.3K)	All Managers (Combined)	$336.2M	QoQ -8.33% (-$30.6M) YoY -7.64% (-$27.8M)
Unitedhealth Group Inc(UNHcusip91324P102)	607.4K	QoQ -15.17% (-108.7K) YoY -55.35% (-753.1K)	All Managers (Combined)	$318.1M	QoQ -12.17% (-$44.1M) YoY -52.73% (-$354.9M)
Kla Corp(KLACcusip482480100)	456.1K	QoQ -14.55% (-77.7K) YoY -16.91% (-92.9K)	All Managers (Combined)	$310.1M	QoQ -7.81% (-$26.3M) YoY -19.14% (-$73.4M)
Zoetis Inc.(ZTScusip98978V103)	1.8M	QoQ -14.22% (-302.0K) YoY +15.98% (+251.1K)	All Managers (Combined)	$299.9M	QoQ -13.31% (-$46.1M) YoY +12.86% (+$34.2M)
Waste Management Inc(WMcusip94106L109)	1.3M	QoQ -13.95% (-206.8K) YoY -26.13% (-451.0K)	All Managers (Combined)	$295.1M	QoQ -1.28% (-$3.8M) YoY -19.77% (-$72.7M)
Equifax Inc(EFXcusip294429105)	1.1M	QoQ -13.37% (-164.6K) YoY -30.60% (-470.4K)	All Managers (Combined)	$259.7M	QoQ -17.20% (-$54.0M) YoY -36.82% (-$151.4M)
Procter & Gamble Co(PGcusip742718109)	1.5M	QoQ -13.74% (-237.7K) YoY -36.11% (-843.4K)	All Managers (Combined)	$254.2M	QoQ -12.31% (-$35.7M) YoY -32.89% (-$124.7M)
Copart Inc(CPRTcusip217204106)	3.8M	QoQ +8.71% (+305.5K) YoY +2666.19% (+3.7M)	All Managers (Combined)	$215.7M	QoQ +7.19% (+$14.5M) YoY +2602.67% (+$207.7M)
Texas Instruments Inc(TXNcusip882508104)	1.2M	QoQ -36.03% (-661.6K) YoY -47.35% (-1.1M)	All Managers (Combined)	$211.0M	QoQ -38.70% (-$133.2M) YoY -45.69% (-$177.5M)
Sherwin Williams Co(SHWcusip824348106)	581.5K	QoQ +8.87% (+47.4K) YoY NEW(+581.5K)	All Managers (Combined)	$203.0M	QoQ +11.84% (+$21.5M) YoY NEW(+$203.0M)
Abbott Laboratories(ABTcusip002824100)	1.4M	QoQ +1221.15% (+1.3M) YoY +1221.15% (+1.3M)	All Managers (Combined)	$181.2M	QoQ +1449.38% (+$169.5M) YoY +1441.89% (+$169.4M)