Kenvue: which funds bought and sold

Institutions that bought and sold Kenvue shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 502 institutions that filed 13F reports for both quarters added to or opened positions in Kenvue, and 459 cut or closed them. Together they added a net 21.1M shares, +1.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 30.1M shares (−4.9%); index fund managers were net buyers of 9.9M shares (+1.7%). 93 opened a new position and 100 sold out entirely.

Bought, Q2 2026 502 institutions, 93 of them new holders Sold, Q2 2026 459 institutions, 100 of them sold out

Net change, all compared +21.1M shares (+1.2%)

Net change, active managers −30.1M shares (−4.9%), 40 bought, 43 sold

Buyers versus sellers

institutions compared, 1,082

502 bought 121 459 sold

Active managers and hedge funds 40 bought · 43 sold · −30.1M

Index fund managers 7 bought · 5 sold · +9.9M

Other institutions 455 bought · 411 sold · +41.3M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+22.0M +16.3%	157.1M	$3B
SG Americas Securities, LLC	+20.3M +823.0%	22.7M	$434M
Jpmorgan Chase & Co	+13.4M +104.3%	26.2M	$501M
HBK Investments L P Hedge fund	+7.0M +33.3%	28.0M	$535M
Blackrock, Inc. Index funds	+5.5M +3.8%	150.8M	$2.9B
Amundi	+5.4M +41.2%	18.5M	$353M
Millennium Management LLC Hedge fund	+5.1M +16.2%	36.9M	$706M
Renaissance Technologies LLC Hedge fund	+4.9M +117.9%	9.0M	$172M
Bank Of Nova Scotia	+4.6M +216.6%	6.7M	$128M
Swedbank AB	+4.5M +91.4%	9.4M	$180M
Jane Street Group, LLC	+3.6M +1888.8%	3.8M	$72.3M
Morgan Stanley	+3.4M +16.0%	24.8M	$474M
Kryger Capital LLC	+3.3M +64.1%	8.5M	$163M
AQR Arbitrage LLC	+2.9M +51.1%	8.4M	$161M
Neuberger Berman Group LLC Active manager	+2.4M +59.4%	6.5M	$125M
Squarepoint Ops LLC Hedge fund	+2.3M +61.5%	6.0M	$115M
Capitolis Liquid Global Markets LLC	+2.2M +95.1%	4.4M	$84.7M
State Street Corp Index funds	+2.0M +1.7%	121.6M	$2.3B
HRT Financial LP	+2.0M +81.0%	4.5M	$85.6M
HSBC Holdings PLC	+1.9M +34.3%	7.5M	$144M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
FMR LLC Active manager	+22.0M +16.3%	157.1M	$3B
HBK Investments L P Hedge fund	+7.0M +33.3%	28.0M	$535M
Millennium Management LLC Hedge fund	+5.1M +16.2%	36.9M	$706M
Renaissance Technologies LLC Hedge fund	+4.9M +117.9%	9.0M	$172M
Neuberger Berman Group LLC Active manager	+2.4M +59.4%	6.5M	$125M
Squarepoint Ops LLC Hedge fund	+2.3M +61.5%	6.0M	$115M
Highbridge Capital Management LLC Hedge fund	+1.8M +156.3%	3.0M	$57.4M
Independent Franchise Partners LLP Active manager	+1.2M +2.5%	50.4M	$964M
Citadel Advisors LLC Hedge fund	+1.1M +10.5%	12.0M	$229M
Capstone Investment Advisors, LLC Hedge fund	+935K +35.1%	3.6M	$68.8M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−18.7M −71.0%	7.6M	$146M
Marshall Wace, LLP Hedge fund	−11.8M −83.5%	2.3M	$44.5M
Sculptor Capital LP Hedge fund	−8.8M −68.6%	4.1M	$77.4M
American Century Companies Inc Active manager	−8.1M −84.4%	1.5M	$28.4M
UBS Group AG	−7.2M −34.7%	13.6M	$259M
Mondrian Investment Partners Ltd Active manager	−5.6M −98.7%	75K	$1.4M
Royal Bank Of Canada	−5.1M −56.5%	3.9M	$74.7M
Massachusetts Financial Services Co Active manager	−5.0M −10.1%	44.7M	$862M
Price T Rowe Associates Inc Active manager	−4.8M −24.4%	14.8M	$283M
Balyasny Asset Management L.P. Hedge fund	−4.7M −19.2%	19.9M	$380M
M&G PLC	−4.3M −57.1%	3.3M	$61.8M
Lazard Asset Management LLC Active manager	−4.2M −97.3%	117K	$2.2M
Van Eck Associates Corp	−3.6M −17.5%	17.0M	$325M
LMR Partners LLP Hedge fund	−3.5M −70.0%	1.5M	$28.8M
Deutsche Bank Ag\	−3.1M −28.1%	7.9M	$151M
ING Groep NV	−3.0M −50.0%	3.0M	$58.2M
Invesco Ltd.	−2.6M −13.7%	16.2M	$310M
Melqart Asset Management (UK) Ltd	−2.5M Sold out	0	—
Hudson Bay Capital Management LP Hedge fund	−1.9M −46.3%	2.2M	$41.9M
Advisors Capital Management, LLC	−1.9M −88.0%	254K	$4.9M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
D. E. Shaw & Co., Inc. Hedge fund	−18.7M −71.0%	7.6M	$146M
Marshall Wace, LLP Hedge fund	−11.8M −83.5%	2.3M	$44.5M
Sculptor Capital LP Hedge fund	−8.8M −68.6%	4.1M	$77.4M
American Century Companies Inc Active manager	−8.1M −84.4%	1.5M	$28.4M
Mondrian Investment Partners Ltd Active manager	−5.6M −98.7%	75K	$1.4M
Massachusetts Financial Services Co Active manager	−5.0M −10.1%	44.7M	$862M
Price T Rowe Associates Inc Active manager	−4.8M −24.4%	14.8M	$283M
Balyasny Asset Management L.P. Hedge fund	−4.7M −19.2%	19.9M	$380M
Lazard Asset Management LLC Active manager	−4.2M −97.3%	117K	$2.2M
LMR Partners LLP Hedge fund	−3.5M −70.0%	1.5M	$28.8M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Y-Intercept (Hong Kong) Ltd	1.1M	$20.2M
Nearwater Capital Markets, Ltd	716K	$13.7M
Voloridge Investment Management, LLCHedge fund	560K	$10.7M
Mn Services Vermogensbeheer B.V.	559K	$10.7M
Varma Mutual Pension Insurance Co	485K	$9.3M
Gilman Hill Asset Management, LLC	256K	$4.9M
AGF Management Ltd	246K	$4.7M
K2 Principal Fund, L.P.	229K	$4.4M
Algert Global LLCHedge fund	212K	$4.1M
Two Sigma Investments, LPHedge fund	188K	$3.6M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Melqart Asset Management (UK) Ltd	2.5M	$43.2M
Capital Research Global InvestorsActive manager	1.6M	$27.5M
Holocene Advisors, LPHedge fund	1.3M	$22.2M
Stansberry Asset Management, LLC	866K	$14.9M
Canyon Capital Advisors LLCHedge fund	750K	$12.9M
Renaissance Capital LLC	692K	$12.1M
Asr Vermogensbeheer N.V.	344K	$5.9M
Viking Fund Management LLC	300K	$5.2M
Cardinal Point Capital Management Ulc	257K	$4.4M
Glazer Capital, LLC	224K	$3.9M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 996
Ten largest holders: 49.2%
Index fund managers: 33.1%
Active managers and hedge funds: 31.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	40	43	6	8	−30.1M	−4.9%
Index fund managers	7	5	0	0	+9.9M	+1.7%
Other institutions	455	411	87	92	+41.3M	+7.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Kenvue.

Only managers that filed a holdings report for both quarters are compared (1,082 here). 34 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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