Richard Pzena's JNJ Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 245,951 shares of Johnson & Johnson (JNJ) worth $50.9 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in JNJ, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2021, adding 885,917 shares. Largest reduction occurred in Q3 2017, reducing 737,844 shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Johnson & Johnson (JNJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly Johnson & Johnson (JNJ) Trades by Richard Pzena
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2,300 | Reduce 0.93% | 245,951 | $206.95 |
| Q3 2025 | +1,938 | Add 0.79% | 248,251 | $185.42 |
| Q2 2025 | +10,527 | Add 4.46% | 246,313 | $152.75 |
| Q1 2025 | +6,806 | Add 2.97% | 235,786 | $165.84 |
| Q4 2024 | -362 | Reduce 0.16% | 228,980 | $144.62 |
| Q3 2024 | -802 | Reduce 0.35% | 229,342 | $162.06 |
| Q2 2024 | -109 | Reduce 0.05% | 230,144 | $146.16 |
| Q1 2024 | -407,409 | Reduce 63.89% | 230,253 | $158.19 |
| Q4 2023 | +3,645 | Add 0.57% | 637,662 | $156.74 |
| Q3 2023 | -323 | Reduce 0.05% | 634,017 | $155.75 |
| Q2 2023 | +46 | Add 0.01% | 634,340 | $165.52 |
| Q1 2023 | +290 | Add 0.05% | 634,294 | $155.00 |
| Q4 2022 | -1,340 | Reduce 0.21% | 634,004 | $176.65 |
| Q3 2022 | -1,999 | Reduce 0.31% | 635,344 | $163.36 |
| Q2 2022 | -79,352 | Reduce 11.07% | 637,343 | $177.51 |
| Q1 2022 | -164,709 | Reduce 18.69% | 716,695 | $177.23 |
| Q4 2021 | -4,513 | Reduce 0.51% | 881,404 | $171.07 |
| Q3 2021 | +885,917 | New Buy | 885,917 | $161.50 |
| Q3 2017 | -737,844 | Sold Out | 0 | $0.00 |
| Q2 2017 | -176,595 | Reduce 19.31% | 737,844 | $132.29 |
| Q1 2017 | -84,525 | Reduce 8.46% | 914,439 | $124.55 |
| Q4 2016 | -3,350 | Reduce 0.33% | 998,964 | $115.21 |
| Q3 2016 | -100,718 | Reduce 9.13% | 1 M | $118.13 |
| Q2 2016 | -82,297 | Reduce 6.94% | 1.1 M | $121.30 |
| Q1 2016 | +10,805 | Add 0.92% | 1.19 M | $108.20 |
| Q4 2015 | +355 | Add 0.03% | 1.17 M | $102.72 |
| Q2 2015 | +153 | Add 0.01% | 1.17 M | $97.46 |
| Q1 2015 | -9,950 | Reduce 0.84% | 1.17 M | $100.60 |
| Q4 2014 | -450 | Reduce 0.04% | 1.18 M | $104.57 |
| Q3 2014 | +28,750 | Add 2.49% | 1.18 M | $106.59 |
| Q2 2014 | +287,527 | Add 33.12% | 1.16 M | $104.62 |
| Q1 2014 | +1,681 | Add 0.19% | 868,139 | $98.23 |
| Q4 2013 | +18,700 | Add 2.21% | 866,458 | $91.59 |
| Q3 2013 | +837,357 | Add 8050.74% | 847,758 | $86.69 |
| Q2 2013 | +10,402 | Add 0.00% | 10,401 | $85.86 |
Richard Pzena's Johnson & Johnson Investment FAQs
Richard Pzena first purchased Johnson & Johnson (JNJ) in Q2 2013, acquiring 10,401 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Johnson & Johnson (JNJ) for 36 quarters since Q2 2013.
Richard Pzena's largest addition to Johnson & Johnson (JNJ) was in Q3 2021, adding 885,917 shares worth $143.08 M.
According to the latest 13F filing for Q4 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 245,951 shares of Johnson & Johnson (JNJ), valued at approximately $50.9 M.
As of the Q4 2025 filing, Johnson & Johnson (JNJ) represents approximately 0.15% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings.
Richard Pzena's peak holding in Johnson & Johnson (JNJ) was 1,185,329 shares, as reported at the end of Q1 2016.