2 tracked superinvestors hold JOHNSON & JOHNSON (JNJ), worth $365M combined, led by Yacktman team. Smart money is holding JNJ as of the latest 13F filings.
Current price
$275.23
+55.8%
1Y
Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a…
Market cap
$546.9B
P/E
26.3
Div yield
2.0%
Revenue YoY
6.0%
Analyst target
$282
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$365M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding JNJ steady this quarter — buys and sells are balanced.
JOHNSON & JOHNSON (JNJ) appears mainly in diversified and quant books here (2 funds, $365M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Yacktman team at 3.4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3.4% | $195M | |
| Held | 0.7% | $170M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
5 insiders filed SEC Form 144 for $55M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Schmid Timothy | Officer | 33,597 | $9M | 2026-09-02 |
| Taubert Jennifer L | Officer | 15,000 | $4M | 2026-08-17 |
| Duato Joaquin | Officer & Director | 123,291 | $32M | 2026-08-13 |
| Forminard Elizabeth | Officer | 15,918 | $4M | 2026-08-06 |
| Broadhurst Vanessa | Officer | 23,054 | $6M | 2026-07-20 |
Which superinvestors own JNJ?
2 tracked funds hold JOHNSON & JOHNSON (JNJ), the largest being Yacktman team (Yacktman Fund) at 3.4% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling JNJ?
In the most recent 13F quarter, 0 tracked funds added or opened JNJ and 0 trimmed it.
How much JNJ do tracked funds hold?
Combined disclosed long exposure to JNJ across tracked superinvestors is $365M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.