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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $222.94 M.
Top institutional holders include Daniel Loeb and George Soros.
Institutional sentiment is currently Bearish. This is evidenced by a $172.54 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 341.4%. Conversely, Steven Cohen reduced exposure by 74.6%.
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 Daniel Loeb ($146.07 M), George Soros ($21.5 M), Joel Greenblatt ($16.52 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 11.92 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $172.54 M, with 3 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited KVUE. The total reported sell value was $195.46 M.
Yes, 2 managers opened new positions in KVUE, and 1 increased their existing holdings. The total reported buy value was $22.91 M.
