Guru Ownership Trend
Guru Analysis for Kenvue Inc. (KVUE)
Kenvue Inc. (KVUE), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $567.39 M.
Top institutional holders include Paul Tudor Jones and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $94.98 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 149.1%. Conversely, Cliff Asness reduced exposure by 26.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Kenvue Inc. (KVUE)
Major holders include Paul Tudor Jones ($210.63 M), Renaissance Technologies (RenTech) ($172.46 M), George Soros ($52.49 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 31.82 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $94.98 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited KVUE. The total reported sell value was $23.26 M.
Yes, 0 managers opened new positions in KVUE, and 8 increased their existing holdings. The total reported buy value was $118.23 M.
