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Johnson & Johnson

JNJ Healthcare
$244.55 +$3.69 (1.53%)
Market Cap: $589.19 B
Gurus Holding
20
Popularity Rank
#28
% of Shares Held
1.02%
Net Activity (Q3 2025)
-$343.16 M

Guru Ownership Trend

Guru Analysis for Johnson & Johnson (JNJ)

Johnson & Johnson (JNJ), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.01 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $343.16 M net outflow during the quarter.

Recent activity highlights Private Capital who opened a new position. Conversely, Steven Cohen reduced exposure by 98.7%.

Key Holders

Top 5 by Value

$1.83 B
$1.26 B
$793.04 M
$318.14 M
$182.73 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$91.86 M
Total Buy Value
New Buys 1
Additions 6
-$435.02 M
Total Sell Value
Reductions 11
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
11
Net Buyers
7

FAQs for Johnson & Johnson (JNJ)

Major holders include Ken Fisher ($1.83 B), Jeremy Grantham ($1.26 B), Cliff Asness ($793.04 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 24.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $343.16 M, with 7 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 11 managers trimmed their positions, while 0 fully exited JNJ. The total reported sell value was $435.02 M.

Yes, 1 managers opened new positions in JNJ, and 6 increased their existing holdings. The total reported buy value was $91.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.63% Add 5.0% 8,866,207 $1.83 B Q4 2025
3.56% Add 4.0% 6,815,195 $1.26 B Q3 2025
0.51% Reduce -9.8% 4,326,452 $793.04 M Q3 2025
1.25% Reduce -24.8% 1,715,777 $318.14 M Q3 2025
1.72% Reduce -2.5% 985,502 $182.73 M Q3 2025
1.01% 610,800 $126.41 M Q4 2025
0.15% Reduce -0.9% 245,951 $50.9 M Q4 2025
3.94% Reduce -2.5% 236,075 $48.86 M Q4 2025
0.17% Add 15.6% 213,036 $39.5 M Q3 2025
0.34% Reduce -14.6% 125,883 $26.05 M Q4 2025
0.12% Add 11.0% 109,225 $22.6 M Q4 2025
0.16% Reduce -0.7% 81,766 $16.92 M Q4 2025
0.66% 73,400 $13.61 M Q3 2025
1.87% Reduce -0.4% 71,828 $13.32 M Q3 2025
0.10% Add 66.4% 51,854 $9.61 M Q3 2025
1.23% Reduce -40.2% 29,000 $6 M Q4 2025
0.04% Reduce -1.4% 15,949 $3.3 M Q4 2025
0.00% Reduce -98.7% 7,389 $1.37 M Q3 2025
0.02% New Buy 1,296 $240,221 Q3 2025
0.00% New Buy 976 $201,983 Q4 2025
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Transaction
Value
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SEC Form