12 hedge funds and family offices disclose a JNJ position in their latest SEC 13F filing — combined $879.5M in market value. Of those, 5 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Donald Yacktman | Yacktman Asset Management LP | 1,249,409 | $305.4M | 4.07% | 2026-03-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 696,884 | $170.3M | 0.76% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 804,346 | $166.5M | 1.60% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 610,800 | $155.1M | 1.18% | 2026-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 219,490 | $53.7M | 4.26% | 2026-03-31 |
| 6 | Prem Watsa | Fairfax Financial Holdings Ltd | 73,400 | $17.9M | 0.92% | 2026-03-31 |
| 7 | George Soros | Soros Fund Management LLC | 34,846 | $8.5M | 0.12% | 2026-03-31 |
| 8 | Torray Funds | Torray Investment Partners LLC | 4,221 | $874K | 0.13% | 2025-12-31 |
| 9 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 3,106 | $643K | 0.06% | 2025-12-31 |
| 10 | Thomas Russo | Gardner Russo & Quinn LLC | 1,304 | $319K | 0.00% | 2026-03-31 |
| 11 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,040 | $215K | 0.03% | 2025-12-31 |
| 12 | Olstein Capital Management | Olstein Capital Management LP | 29,000 | $6K | 1.23% | 2025-12-31 |
As of the latest 13F window, 12 tracked superinvestors hold JNJ. The largest disclosed position is Donald Yacktman at $305.4M (4.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying JNJ, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
12 hedge funds and family offices disclose a JNJ position in their latest SEC 13F filing — combined $879.5M in market value. Of those, 5 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Donald Yacktman | Yacktman Asset Management LP | 1,249,409 | $305.4M | 4.07% | 2026-03-31 |
| 2 | Ray Dalio | Bridgewater Associates LP | 696,884 | $170.3M | 0.76% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 804,346 | $166.5M | 1.60% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 610,800 | $155.1M | 1.18% | 2026-06-30 |
| 5 | Tweedy Browne | Tweedy Browne Company LLC | 219,490 | $53.7M | 4.26% | 2026-03-31 |
| 6 | Prem Watsa | Fairfax Financial Holdings Ltd | 73,400 | $17.9M | 0.92% | 2026-03-31 |
| 7 | George Soros | Soros Fund Management LLC | 34,846 | $8.5M | 0.12% | 2026-03-31 |
| 8 | Torray Funds | Torray Investment Partners LLC | 4,221 | $874K | 0.13% | 2025-12-31 |
| 9 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 3,106 | $643K | 0.06% | 2025-12-31 |
| 10 | Thomas Russo | Gardner Russo & Quinn LLC | 1,304 | $319K | 0.00% | 2026-03-31 |
| 11 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,040 | $215K | 0.03% | 2025-12-31 |
| 12 | Olstein Capital Management | Olstein Capital Management LP | 29,000 | $6K | 1.23% | 2025-12-31 |
As of the latest 13F window, 12 tracked superinvestors hold JNJ. The largest disclosed position is Donald Yacktman at $305.4M (4.1% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying JNJ, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
