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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $280.78 M.
Top institutional holders include Paul Tudor Jones and Daniel Loeb.
Institutional sentiment is currently Bearish. This is evidenced by a $97.25 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Daniel Loeb reduced exposure by 63.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Kenvue Inc. (KVUE)
Major holders include Paul Tudor Jones ($117.95 M), Daniel Loeb ($56.06 M), Joel Greenblatt ($32.45 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 16.29 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $97.25 M, with 9 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited KVUE. The total reported sell value was $294.65 M.
Yes, 3 managers opened new positions in KVUE, and 6 increased their existing holdings. The total reported buy value was $197.4 M.
