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 Q1 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $459.65 M.
Top institutional holders include Paul Tudor Jones and Renaissance Technologies (RenTech).
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $181.94 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 40.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Kenvue Inc. (KVUE)
Major holders include Paul Tudor Jones ($191.86 M), Renaissance Technologies (RenTech) ($71.4 M), George Soros ($54.43 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 26.86 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $181.94 M, with 8 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 $62.78 M.
Yes, 2 managers opened new positions in KVUE, and 6 increased their existing holdings. The total reported buy value was $244.72 M.
