2 tracked superinvestors hold Johnson & Johnson (JNJ), worth $358M combined, led by Yacktman team. Smart money is trimming JNJ as of the latest 13F filings.
Current price
$259.10
+66.1%
1Y
Johnson & Johnson, together with its subsidiaries, researches and develops, manufactures, and sells various products in the healthcare field worldwide, but strategically separated its Consumer Health business into Kenvue Inc. in 2023 to focus on its higher-growth, innovation-driven segments; the former Consumer Health brands (including TYLENOL, LISTERINE, and BAND-AID) are now owned by Kenvue.…
Market cap
$546.9B
P/E
26.3
Div yield
2.0%
Revenue YoY
6.0%
Analyst target
$260
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
$358M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing JNJ: 1 funds trimmed versus 0 adding.
Johnson & Johnson (JNJ) appears mainly in diversified and quant books here (2 funds, $358M 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.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 3.4% | $188M | |
| Trimmed | 0.8% | $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)
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 1 trimmed it.
How much JNJ do tracked funds hold?
Combined disclosed long exposure to JNJ across tracked superinvestors is $358M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.