KVUE

Kenvue Inc
MaterialsUSCUSIP 49177J102◍ Confluence graph
Tracked 13F Holders
891
-301 QoQ
13F Value (tracked)
$30.1B
Insider Net · 180d
-$747K
0↑ 2↓
Recent Filings
15
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)38 adding · 16 trimming
Insider net (180d)-$747K

Who owns KVUE?

891 tracked 13F filers

891 tracked 13F filers disclose a position in KVUE as of the latest SEC 13F filings, a combined $30.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
3 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$2.5B
145.3M
−8.9%
Reduced · −14.3M sh
Q1 2026
2FMR LLC
$2.3B
135.1M
+44%
Added · +41.0M sh
Q1 2026
3VANGUARD CAPITAL MANAGEMENT LLC
$2.1B
124.4M
First observed position
No prior filed position
Q1 2026
4STATE STREET CORP
$2.3B
121.6M
+1.7%
Added · +2.0M sh
Q2 2026
5VANGUARD PORTFOLIO MANAGEMENT LLC
$1.6B
92.5M
First observed position
No prior filed position
Q1 2026
6GEODE CAPITAL MANAGEMENT, LLC
$990.2M
52.0M
+1.5%
Added · +751K sh
Q2 2026
7Pentwater Capital Management LP
$896.5M
52.0M
−8.3%
Reduced · −4.7M sh
Q1 2026
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$866.1M
49.7M
−27%
Reduced · −18.7M sh
Q1 2026
9Independent Franchise Partners LLP
$848.4M
49.2M
+2.2%
Added · +1.1M sh
Q1 2026
10NORGES BANK
$756.9M
43.9M
+71%
Added · +18.2M sh
Q4 2025
11MILLENNIUM MANAGEMENT LLC
$548.3M
31.8M
+46%
Added · +10.0M sh
Q1 2026
12Starboard Value LP
$470.8M
27.3M
Held
Q1 2026
13D. E. Shaw & Co., Inc.
$453.1M
26.3M
−0.6%
Reduced · −150K sh
Q1 2026
14BALYASNY ASSET MANAGEMENT L.P.
$423.5M
24.6M
+1.4%
Added · +343K sh
Q1 2026
15DIMENSIONAL FUND ADVISORS LP
$383.9M
22.3M
+0.9%
Added · +197K sh
Q1 2026
16GOLDMAN SACHS GROUP INC
$381.4M
22.1M
+37%
Added · +6.0M sh
Q1 2026
17MORGAN STANLEY
$368.5M
21.4M
+24%
Added · +4.1M sh
Q1 2026
18HBK INVESTMENTS L P
$362.0M
21.0M
+728%
Added · +18.5M sh
Q1 2026
19UBS Group AG
$358.0M
20.8M
−50%
Reduced · −21.0M sh
Q1 2026
20VAN ECK ASSOCIATES CORP
Withheld
20.6M
−1.7%
Reduced · −351K sh
Q1 2026
21PRICE T ROWE ASSOCIATES INC /MD/
$338.2M
19.6M
−0.7%
Reduced · −132K sh
Q1 2026
22NORTHERN TRUST CORP
$333.0M
19.3M
−0.5%
Reduced · −103K sh
Q1 2026
23UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$302.0M
17.5M
+2.2%
Added · +374K sh
Q1 2026
24Legal & General Group Plc
$248.0M
14.4M
+0.4%
Added · +61K sh
Q1 2026
25BANK OF AMERICA CORP /DE/
$244.5M
14.2M
+9.5%
Added · +1.2M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is KVUE being bought or sold by institutions?

Last quarter, 2 funds opened a new position in KVUE and 36 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
36
funds
Reduced
16
funds
Exited
0
funds

Funds that own KVUE also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT548 funds$323.2B
ALPHABET INC-CL AGOOGL532 funds$202.1B
AMAZON.COM INCAMZN531 funds$239.9B
NVIDIA CORPNVDA530 funds$454.6B
APPLE INCAAPL525 funds$353.4B
META PLATFORMS INC-CLASS AMETA524 funds$128.4B
ALPHABET INC-CL CGOOG513 funds$146.8B
JPMORGAN CHASE & COJPM507 funds$78.4B
VISA INC-CLASS A SHARESV506 funds$73.9B
BROADCOM INCAVGO504 funds$183.2B
JOHNSON & JOHNSONJNJ503 funds$60.7B
ELI LILLY & COLLY492 funds$88.5B

Ranked by how many of KVUE's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$747K
2 insiders
Net
-$747K
2 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Jun 10, 2026Howlett HeatherCFO & CAOSell (S)4K$67K
May 8, 2026Orlando MatthewGeneral CounselSell (S)38K$680K
Dec 12, 2025Smith Jeffrey CDirectorBuy (P)3.2M$55.6M
Dec 11, 2025Smith Jeffrey CDirectorBuy (P)3.2M$55.4M
Mar 13, 2025Lawson CarltonGroup President EMEA & LASell (S)17K$394K
Aug 30, 2023ALLISON RICHARD E JRDirectorBuy (P)6K$129K
May 11, 2023ALLISON RICHARD E JRDirectorBuy (P)20K$525K

Institutional ownership over time

565 funds-121 since Q3 2024
0438875Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $5.9B · 2 values withheld

Recent filings

15 shown

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Connected entities for KVUE

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Ask your agent what changed in KVUE

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

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Use Arkolith's capital_change_brief for KVUE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for KVUE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.