Guru Ownership Over Time
Guru Analysis for Johnson & Johnson (JNJ)
Johnson & Johnson (JNJ), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.25 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%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.57% | Add 2.1% | 8,446,408 | $1.57 B | Q3 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 | |
| 0.92% | 610,800 | $113.25 M | Q3 2025 | ||
| 0.08% | Reduce -65.3% | 306,747 | $56.88 M | Q3 2025 | |
| 0.15% | Add 0.8% | 248,251 | $46.03 M | Q3 2025 | |
| 3.90% | Reduce -1.1% | 242,003 | $44.87 M | Q3 2025 | |
| 0.17% | Add 15.6% | 213,036 | $39.5 M | Q3 2025 | |
| 0.35% | Reduce -43.8% | 147,340 | $27.32 M | Q3 2025 | |
| 0.09% | Add 9.0% | 98,420 | $18.25 M | Q3 2025 | |
| 0.15% | Reduce -4.9% | 82,375 | $15.27 M | Q3 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 | |
| 1.70% | Reduce -20.5% | 48,500 | $8.99 M | Q3 2025 | |
| 0.04% | Reduce -16.2% | 16,180 | $3 M | Q3 2025 | |
| 0.00% | Reduce -98.7% | 7,389 | $1.37 M | Q3 2025 | |
| 0.02% | New Buy | 1,296 | $240,221 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Johnson & Johnson (JNJ)
Top Guru holders include Ken Fisher ($1.57 B), Jeremy Grantham ($1.26 B), Cliff Asness ($793.04 M). Collectively, tracked Gurus hold 24.51 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $343.16 M, with 7 Gurus buying and 11 Gurus selling.
In the recent quarter, 11 Gurus reduced their positions, and 0 Gurus sold out of JNJ completely. Total sell value was $435.02 M.
Yes, 1 Gurus opened new positions in JNJ, and 6 added to their existing holdings. Total buy value was $91.86 M.