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Johnson & Johnson

JNJ Healthcare
$240.87 +$2.54 (1.07%)
Market Cap: $579.83 B
Gurus Holding
20
Popularity Rank
#32
% of Shares Held
0.96%
Net Activity (Q1 2026)
-$191.74 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 Q1 2026, a total of 20 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.58 B.

Top institutional holders include Ken Fisher and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $191.74 M net outflow during the quarter.

Recent activity highlights George Soros who opened a new position. Conversely, Ray Dalio reduced exposure by 47.0%.

Key Holders

Top 5 by Value

$2.26 B
$1.78 B
$864.25 M
$170.35 M
$149.3 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$152.12 M
Total Buy Value
New Buys 1
Additions 4
-$343.86 M
Total Sell Value
Reductions 13
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
14
Net Buyers
5

FAQs for Johnson & Johnson (JNJ)

Major holders include Ken Fisher ($2.26 B), Jeremy Grantham ($1.78 B), Cliff Asness ($864.25 M). According to the latest reported data, 20 tracked investment managers collectively hold approximately 23.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $191.74 M, with 5 managers increasing positions and 14 managers reducing holdings.

During the most recent reporting period, 13 managers trimmed their positions, while 1 fully exited JNJ. The total reported sell value was $343.86 M.

Yes, 1 managers opened new positions in JNJ, and 4 increased their existing holdings. The total reported buy value was $152.12 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.77% Add 4.5% 9,263,611 $2.26 B Q1 2026
4.55% Add 2.7% 7,278,866 $1.78 B Q1 2026
0.40% Reduce -8.6% 3,543,181 $864.25 M Q1 2026
0.76% Reduce -47.0% 696,884 $170.35 M Q1 2026
1.25% 610,800 $149.3 M Q1 2026
1.44% Reduce -28.2% 577,590 $141.19 M Q1 2026
0.17% Reduce -5.0% 227,370 $55.58 M Q1 2026
4.26% Reduce -7.0% 219,490 $53.65 M Q1 2026
0.16% Reduce -17.1% 203,965 $49.86 M Q1 2026
0.38% Reduce -11.5% 111,439 $27.24 M Q1 2026
0.19% Reduce -1.7% 80,414 $19.66 M Q1 2026
0.12% Reduce -31.7% 74,627 $18.24 M Q1 2026
0.92% 73,400 $17.94 M Q1 2026
2.48% Reduce -0.1% 70,703 $17.28 M Q1 2026
0.11% Reduce -6.3% 40,553 $9.91 M Q1 2026
0.09% New Buy 34,846 $8.52 M Q1 2026
1.31% Reduce -15.5% 24,500 $5.99 M Q1 2026
0.04% Reduce -1.5% 15,709 $3.84 M Q1 2026
0.13% Add 0.0% 5,156 $1.26 M Q1 2026
0.00% Add 33.6% 1,304 $318,750 Q1 2026
Date
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Transaction
Value
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Position / Chg
SEC Form