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13F-HR filed by JENSEN INVESTMENT MANAGEMENT INC

JENSEN INVESTMENT MANAGEMENT INC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-06, with 87 holding rows worth $8,059,138,040.

Accession
0001171200-25-000265
Filed
2025-11-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 87 entries on the cover page, a total value of $8,059,138,040 stated on the cover page (in dollars after the unit check, H1), rows summing to $8,059,138,040 with VALUE read as dollars as filed, 13F file number 028-03495. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Microsoft Corp594918104COM1,519,446$786,997,056dollars as filed
Apple Inc037833100COM2,303,255$586,477,821dollars as filed
Marsh & McLennan Companies,Inc.571748102COM2,406,645$485,011,167dollars as filed
Stryker Corporation863667101COM1,220,050$451,015,884dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,791,309$435,467,218dollars as filed
NVIDIA Corp67066G104COM2,160,264$403,062,057dollars as filed
Intuit Inc.461202103COM536,978$366,707,646dollars as filed
Eli Lilly and Company532457108COM463,739$353,832,857dollars as filed
MasterCard, Inc57636Q104COM581,527$330,778,373dollars as filed
Abbott Laboratories002824100COM2,409,429$322,718,920dollars as filed
META PLATFORMS INC CL A30303M102COM399,933$293,702,797dollars as filed
KLA CORP482480100COM262,493$283,124,950dollars as filed
Automatic Data Processing,Inc.053015103COM924,421$271,317,564dollars as filed
EQUIFAX INC COM294429105Stock1,022,492$262,299,873dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock1,099,850$261,951,275dollars as filed
Waste Management, Inc.94106L109COM1,086,589$239,951,449dollars as filed
COPART INC COM217204106Stock5,263,823$236,714,120dollars as filed
SHERWIN WILLIAMS CO824348106COM663,607$229,780,560dollars as filed
Procter & Gamble Co742718109COM1,441,978$221,559,920dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock620,210$217,854,965dollars as filed
McDonalds Corporation580135101COM500,983$152,243,724dollars as filed
ZOETIS INC CL A98978V103Stock883,924$129,335,760dollars as filed
VEEVA SYS INC CL A COM922475108Stock413,213$123,100,285dollars as filed
AMPHENOL CORP NEW032095101COM869,464$107,596,170dollars as filed
VERISK ANALYTICS INC COM92345Y106Stock424,645$106,802,464dollars as filed
Accenture Plc Class AG1151C101COM312,897$77,160,400dollars as filed
Oracle Corporation68389X105COM142,435$40,058,419dollars as filed
ECOLAB INC COM278865100Stock66,986$18,344,786dollars as filed
Adobe Inc00724F101COM43,992$15,518,178dollars as filed
WATERS CORP COM941848103Stock43,936$13,172,452dollars as filed
PepsiCo,Inc.713448108COM92,436$12,981,712dollars as filed
EMERSON ELEC CO COM291011104Stock91,900$12,055,442dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock124,789$9,975,633dollars as filed
CLOROX CO DEL189054109COM73,465$9,058,235dollars as filed
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock123,726$8,298,303dollars as filed
Coca-Cola Company191216100COM124,487$8,255,978dollars as filed
LABCORP HOLDINGS INC COM SHS504922105Stock25,140$7,216,688dollars as filed
ENCOMPASS HEALTH CORP COM29261A100Stock50,660$6,434,833dollars as filed
MSCI INC COM55354G100Stock11,050$6,269,881dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock35,430$6,197,416dollars as filed
OMNICOM GROUP INC COM681919106Stock75,666$6,169,049dollars as filed
NIKE,Inc. Class B654106103COM84,178$5,869,732dollars as filed
ROSS STORES INC COM778296103Stock38,450$5,859,396dollars as filed
TRACTOR SUPPLY CO COM892356106Stock97,780$5,560,749dollars as filed
GENERAL MILLS INC COM370334104Stock109,965$5,544,435dollars as filed
KROGER CO COM501044101Stock80,240$5,408,978dollars as filed
Johnson & Johnson478160104COM28,970$5,371,617dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS19,120$5,340,025dollars as filed
DONALDSON INC COM257651109Stock63,140$5,168,009dollars as filed
GENPACT LIMITED SHSG3922B107Stock116,625$4,885,421dollars as filed
CROWN HLDGS INC COM228368106Stock49,228$4,754,933dollars as filed
F5 INC COM315616102Stock14,520$4,692,719dollars as filed
3M CO COM88579Y101Stock27,842$4,320,522dollars as filed
AbbVie,Inc.00287Y109COM18,122$4,195,968dollars as filed
HOLOGIC INC436440101COM61,050$4,120,265dollars as filed
GENTEX CORP COM371901109Stock133,540$3,779,182dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock36,880$3,686,156dollars as filed
AON PLC SHS CL AG0403H108Stock10,100$3,601,458dollars as filed
FACTSET RESH SYS INC COM303075105Stock11,810$3,383,447dollars as filed
TJX Companies Inc872540109COM23,198$3,353,039dollars as filed
TORO CO891092108COM43,470$3,312,414dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock31,950$3,279,348dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock137,260$3,198,158dollars as filed
Home Depot, Inc437076102COM7,570$3,067,288dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock34,550$3,027,617dollars as filed
Raytheon Technologies Corporation75513E101COM17,627$2,949,526dollars as filed
UNITED RENTALS INC COM911363109Stock2,980$2,844,887dollars as filed
IDEXX LABS INC COM45168D104Stock4,430$2,830,283dollars as filed
NORDSON CORP655663102COM12,050$2,734,748dollars as filed
THE CAMPBELLS COMPANY COM134429109Stock79,868$2,522,231dollars as filed
AIR PRODS & CHEMS INC009158106COM9,032$2,463,207dollars as filed
FAIR ISAAC CORP COM303250104Stock1,620$2,424,379dollars as filed
WW GRAINGER INC COM384802104Stock2,300$2,191,808dollars as filed
BEST BUY INC COM086516101Stock27,385$2,070,854dollars as filed
ON SEMICONDUCTOR CORP COM682189105Stock41,450$2,043,900dollars as filed
Texas Instruments Incorporated882508104COM10,095$1,854,754dollars as filed
United Parcel Service,Inc. Class B911312106COM20,000$1,670,600dollars as filed
UnitedHealth Group Inc91324P102COM4,373$1,509,997dollars as filed
LULULEMON ATHLETICA INC550021109COM8,220$1,462,585dollars as filed
Bristol-Myers Squibb Company110122108COM26,475$1,194,023dollars as filed
PAYCHEX INC704326107COM9,320$1,181,403dollars as filed
MANHATTAN ASSOCIATES INC COM562750109Stock5,150$1,055,647dollars as filed
LANDSTAR SYS INC COM515098101Stock6,250$766,000dollars as filed
Linde plcG54950103COM1,380$655,500dollars as filed
KELLANOVA487836108COM6,372$522,631dollars as filed
BECTON DICKINSON & CO075887109COM2,486$465,305dollars as filed
GENUINE PARTS CO COM372460105Stock2,674$370,616dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001171200-25-000265this filing2025-11-06acceptance time not in the bulk data set