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Johnson & Johnson

JNJ Healthcare
$265.58 $-0.77 (-0.29%)
Market Cap: $640.02 B
Gurus Holding
18
Popularity Rank
#56
% of Shares Held
1.07%
Net Activity (Q2 2026)
+$679.19 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 Q2 2026, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.86 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $679.19 M net inflow during the quarter.

Recent activity highlights Ken Fisher who increased their stake by 43.7%. Conversely, Manning & Napier Group reduced exposure by 91.6%.

Key Holders

Top 5 by Value

$3.38 B
$1.81 B
$738.49 M
$169.94 M
$155.12 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$1.03 B
Total Buy Value
New Buys 0
Additions 2
-$347.72 M
Total Sell Value
Reductions 14
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
16
Net Buyers
2

FAQs for Johnson & Johnson (JNJ)

Major holders include Ken Fisher ($3.38 B), Jeremy Grantham ($1.81 B), Cliff Asness ($738.49 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 25.82 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $679.19 M, with 2 managers increasing positions and 16 managers reducing holdings.

During the most recent reporting period, 14 managers trimmed their positions, while 2 fully exited JNJ. The total reported sell value was $347.72 M.

Yes, 0 managers opened new positions in JNJ, and 2 increased their existing holdings. The total reported buy value was $1.03 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.01% Add 43.7% 13,307,056 $3.38 B Q2 2026
4.07% Reduce -2.3% 7,110,133 $1.81 B Q2 2026
0.26% Reduce -17.9% 2,907,803 $738.49 M Q2 2026
0.70% Reduce -4.0% 669,135 $169.94 M Q2 2026
1.18% 610,800 $155.12 M Q2 2026
0.99% Reduce -26.8% 423,010 $107.43 M Q2 2026
3.88% Reduce -8.1% 201,644 $51.21 M Q2 2026
0.12% Reduce -11.8% 200,512 $50.92 M Q2 2026
0.18% Reduce -0.5% 80,050 $20.33 M Q2 2026
0.71% 73,400 $18.64 M Q2 2026
2.38% Reduce -1.2% 69,837 $17.74 M Q2 2026
0.11% Reduce -8.9% 68,010 $17.27 M Q2 2026
0.09% Reduce -12.7% 35,393 $8.99 M Q2 2026
0.11% Reduce -2.4% 34,019 $8.64 M Q2 2026
0.04% Reduce -1.3% 15,508 $3.94 M Q2 2026
0.03% Reduce -91.6% 9,373 $2.42 M Q2 2026
0.12% Add 0.0% 5,157 $1.31 M Q2 2026
0.00% Reduce -14.7% 1,112 $282,415 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form