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 $5.79 B.
Top institutional holders include Ken Fisher and Jeremy Grantham.
Institutional sentiment is currently Bearish. This is evidenced by a $107.37 M net outflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Robert Olstein reduced exposure by 40.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Johnson & Johnson (JNJ)
Major holders include Ken Fisher ($1.83 B), Jeremy Grantham ($1.47 B), Cliff Asness ($802.18 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 23.96 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $107.37 M, with 7 managers increasing positions and 12 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 1 fully exited JNJ. The total reported sell value was $283.05 M.
Yes, 1 managers opened new positions in JNJ, and 6 increased their existing holdings. The total reported buy value was $175.69 M.
