Quarterly Activity Chart
Adds vs. Reduces by Quarter
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JNJ —
JOHNSON & JOHNSON
CUSIP: 478160104 · Held by 16 superinvestors · Combined value: $2,383,679,374
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,330,109,454 | 6,427,202 | REDUCE | -1,565,857 |
| 2 | Yacktman Asset Mgmt | 4.1% | $305,405,536 | 1,249,409 | REDUCE | -3,237 |
| 3 | Ray Dalio | 1.0% | $271,923,608 | 1,313,958 | REDUCE | -401,819 |
| 4 | Mairs & Power | 1.6% | $166,459,390 | 804,346 | REDUCE | -181,156 |
| 5 | Tom Gayner | 1.2% | $149,303,952 | 610,800 | - | - |
| 6 | Tweedy Browne | 4.3% | $53,652,136 | 219,490 | REDUCE | -16,585 |
| 7 | Richard Pzena | 0.2% | $49,857,205 | 203,965 | REDUCE | -41,986 |
| 8 | FPA Queens Road | 0.6% | $18,503,188 | 89,409 | ADD | +4,235 |
| 9 | Prem Watsa | 0.7% | $15,190,130 | 73,400 | - | - |
| 10 | John Rogers | 0.1% | $8,952,657 | 43,260 | REDUCE | -8,594 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | REDUCE | -1,484 | -47.8% |
| Jensen Investment Mgmt | REDUCE | -499 | -4.9% |
| Richard Pzena | REDUCE | -41,986 | -17.1% |
| Robert Olstein | REDUCE | -4,500 | -15.5% |
| Torray LLC | REDUCE | -80 | -1.9% |
| Tweedy Browne | REDUCE | -16,585 | -7.0% |
| Yacktman Asset Mgmt | REDUCE | -3,237 | -0.3% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Thomas Russo | NEW BUY | +976 | New |
| FPA Queens Road | ADD | +4,235 | +5.0% |
| David Katz | REDUCE | -5 | -0.2% |
| Jensen Investment Mgmt | REDUCE | -18,704 | -64.6% |
| John Rogers | REDUCE | -8,594 | -16.6% |
| Ken Griffin | REDUCE | -1,565,857 | -19.6% |
| Mairs & Power | REDUCE | -181,156 | -18.4% |
| Ray Dalio | REDUCE | -401,819 | -23.4% |
| Richard Pzena | REDUCE | -2,300 | -0.9% |
| Robert Olstein | REDUCE | -19,500 | -40.2% |
| Tweedy Browne | REDUCE | -5,928 | -2.4% |
| Yacktman Asset Mgmt | REDUCE | -34,588 | -2.7% |
| Jim Simons | SOLD | -306,747 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Rogers | ADD | +20,691 | +66.4% |
| Ken Griffin | ADD | +1,607,018 | +25.2% |
| FPA Queens Road | REDUCE | -2,192 | -2.5% |
| Jim Simons | REDUCE | -576,443 | -65.3% |
| Mairs & Power | REDUCE | -24,967 | -2.5% |
| Ray Dalio | REDUCE | -566,762 | -24.8% |
Who Owns JNJ? Superinvestor Holdings
JOHNSON & JOHNSON is held by 16 tracked superinvestors, with a combined position value of $2.4 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), Yacktman Asset Mgmt (4.1% of portfolio), Ray Dalio (1.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 11 reduced or exited.