Institutional Portfolio Overlap & Shared Holdings

Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.

Sector portfolio overlap

Explore shared holdings and top overlapping superinvestor pairs within a sector.

Investor AInvestor B

Jensen Investment Management & Fundsmith Portfolio Overlap

Shared 13F holdings between Jensen Investment Management and Fundsmith based on latest reported SEC filings (the quarter ended March 31, 2026).

Overlap Score

Strong overlap

Shared Holdings

14 shared positions across both portfolios (82 holdings for Jensen Investment Management, 34 for Fundsmith).

Stock	Jensen Investment Management value	Fundsmith value	Combined value	Conviction	Est. current value	Sector
GOOGL Alphabet Inc.	$416.68M	$850.08M	$1.27B	7.4%	$1.69B	Communication Services
SYK Stryker Corporation	$228.82M	$1.01B	$1.23B	6.2%	$1.19B	Healthcare
MSFT Microsoft Corporation	$433.47M	$769.86M	$1.20B	7.3%	$1.36B	Technology
WAT Waters Corporation	$11.54M	$956.56M	$968.10M	3.8%	$1.11B	Healthcare
META Meta Platforms, Inc.	$195.18M	$756.00M	$951.18M	4.9%	$1.01B	Communication Services
IDXX IDEXX Laboratories, Inc.	$2.01M	$823.61M	$825.62M	3.2%	$821.91M	Healthcare
ADP Automatic Data Processing, Inc.	$21.31M	$783.28M	$804.59M	3.3%	$892.23M	Technology
PG Procter & Gamble Company (The)	$144.07M	$606.64M	$750.70M	3.8%	$750.70M	Consumer Defensive
CHD Church & Dwight Company, Inc.	$3.22M	$619.79M	$623.01M	2.4%	$642.57M	Consumer Defensive
TXN Texas Instruments Incorporated	$271,602	$509.25M	$509.52M	2.0%	$811.53M	Technology
MSCI MSCI Inc.	$4.18M	$34.92M	$39.10M	0.2%	$42.69M	Financial Services
CLX Clorox Company (The)	$4.78M	$26.66M	$31.44M	0.2%	$28.85M	Consumer Defensive
MANH Manhattan Associates, Inc.	$588,390	$16.09M	$16.68M	0.1%	$17.37M	Technology
HD Home Depot, Inc. (The)	$480,837	$9.41M	$9.89M	0.0%	$9.41M	Consumer Cyclical

Largest Shared Position

Alphabet Inc. (GOOGL) represents the largest overlapping position between Jensen Investment Management and Fundsmith based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of GOOGL positions reported by both investment firms is approximately $1.27B, reflecting overlapping institutional exposure to Alphabet Inc..

Shared Sector Exposure

Sector	Combined value	Shared holdings
Healthcare	$3.03B	IDXX, SYK, WAT
Technology	$2.53B	ADP, MANH, MSFT, TXN
Communication Services	$2.22B	GOOGL, META
Consumer Defensive	$1.41B	CHD, CLX, PG
Financial Services	$39.10M	MSCI
Consumer Cyclical	$9.89M	HD

Consensus Smart Money Signals

Shared holdings between Jensen Investment Management and Fundsmith may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.

Strongest overlap by reported value: GOOGL ($1.27B combined).
Highest average portfolio weight in overlap: GOOGL (7.4% conviction score).
Largest estimated mark-to-market gain since filing: GOOGL ($420.30M vs reported combined value, where EOD data is available).

Historical Overlap Trend

The overlap between Jensen Investment Management and Fundsmith decreased between Q4 2001 and Q1 2001, with 14 shared holdings in the latest period ($9.23B combined reported value) versus 16 in the prior period ($12.83B).

Overlap Score Guide

Score	Meaning
85–100	Extremely high shared conviction
65–84	Strong overlap
45–64	Moderate overlap
25–44	Limited overlap
0–24	Minimal overlap