Richard Pzena's JNJ Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 248,251 shares of Johnson & Johnson (JNJ) worth $46.03 M, representing 0.15% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Richard Pzena has maintained a long-term strategic position in JNJ, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 837,357 shares. Largest reduction occurred in Q1 2024, reducing 407,409 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +10,402 | Add 0.00% | 10,401 | $85.86 |
| Q3 2013 | +837,357 | Add 8050.74% | 847,758 | $86.69 |
| Q4 2013 | +18,700 | Add 2.21% | 866,458 | $91.59 |
| Q1 2014 | +1,681 | Add 0.19% | 868,139 | $98.23 |
| Q2 2014 | +287,527 | Add 33.12% | 1.16 M | $104.62 |
| Q3 2014 | +28,750 | Add 2.49% | 1.18 M | $106.59 |
| Q4 2014 | -450 | Reduce 0.04% | 1.18 M | $104.57 |
| Q1 2015 | -9,950 | Reduce 0.84% | 1.17 M | $100.60 |
| Q2 2015 | +153 | Add 0.01% | 1.17 M | $97.46 |
| Q4 2015 | +355 | Add 0.03% | 1.17 M | $102.72 |
| Q1 2016 | +10,805 | Add 0.92% | 1.19 M | $108.20 |
| Q2 2016 | -82,297 | Reduce 6.94% | 1.1 M | $121.30 |
| Q3 2016 | -100,718 | Reduce 9.13% | 1 M | $118.13 |
| Q4 2016 | -3,350 | Reduce 0.33% | 998,964 | $115.21 |
| Q1 2017 | -84,525 | Reduce 8.46% | 914,439 | $124.55 |
| Q2 2017 | -176,595 | Reduce 19.31% | 737,844 | $132.29 |
| Q3 2017 | -737,844 | Sold Out | 737,844 | $0.00 |
| Q3 2021 | +885,917 | New Buy | 885,917 | $161.50 |
| Q4 2021 | -4,513 | Reduce 0.51% | 881,404 | $171.07 |
| Q1 2022 | -164,709 | Reduce 18.69% | 716,695 | $177.23 |
| Q2 2022 | -79,352 | Reduce 11.07% | 637,343 | $177.51 |
| Q3 2022 | -1,999 | Reduce 0.31% | 635,344 | $163.36 |
| Q4 2022 | -1,340 | Reduce 0.21% | 634,004 | $176.65 |
| Q1 2023 | +290 | Add 0.05% | 634,294 | $155.00 |
| Q2 2023 | +46 | Add 0.01% | 634,340 | $165.52 |
| Q3 2023 | -323 | Reduce 0.05% | 634,017 | $155.75 |
| Q4 2023 | +3,645 | Add 0.57% | 637,662 | $156.74 |
| Q1 2024 | -407,409 | Reduce 63.89% | 230,253 | $158.19 |
| Q2 2024 | -109 | Reduce 0.05% | 230,144 | $146.16 |
| Q3 2024 | -802 | Reduce 0.35% | 229,342 | $162.06 |
| Q4 2024 | -362 | Reduce 0.16% | 228,980 | $144.62 |
| Q1 2025 | +6,806 | Add 2.97% | 235,786 | $165.84 |
| Q2 2025 | +10,527 | Add 4.46% | 246,313 | $152.75 |
| Q3 2025 | +1,938 | Add 0.79% | 248,251 | $185.42 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Johnson & Johnson (JNJ) was in Q3 2021, adding 885,917 shares worth $143.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 248,251 shares of Johnson & Johnson (JNJ), valued at approximately $46.03 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Johnson & Johnson (JNJ) represents approximately 0.15% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's peak holding in Johnson & Johnson (JNJ) was 1,185,329 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.