KENVUE INC (KVUE) Institutional Ownership Changes & 13F Activity
KENVUE INC (KVUE) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Yacktman Asset Management, Sequoia Financial Advisors, Tweedy, Browne Co All Funds (US), and Third Point.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Renaissance Technologies LLC | Buy | 3,807,800 | 4,141,512 | $71,399,667 |
| Q1 2026 | Yacktman Asset Management | Buy | 74,963 | 7,932,459 | $136,755,593 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 8,838 | 72,458 | $1,249,179 |
| Q1 2026 | Tweedy, Browne Co All Funds (US) | Sell | -1 | 40,906 | $705,219 |
| Q4 2025 | Third Point | Sell | -5,750,000 | 3,250,000 | $56,062,500 |
| Q4 2025 | Yacktman Asset Management | Sell | -82,466 | 7,857,496 | $135,541,806 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 38,821 | 63,620 | $1,097,446 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Sell | -134 | 40,907 | $705,646 |
| Q3 2025 | Third Point | Buy | 475,000 | 9,000,000 | $146,070,000 |
| Q3 2025 | Yacktman Asset Management | Sell | -247,210 | 7,939,962 | $128,865,583 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Sell | -4,816 | 41,041 | $666,095 |
| Q3 2025 | Sequoia Financial Advisors | Sell | -2,427 | 24,799 | $402,490 |
| Q2 2025 | Third Point | Sell | -375,000 | 8,525,000 | $178,428,250 |
| Q2 2025 | Yacktman Asset Management | Sell | -83,316 | 8,187,172 | $171,357,510 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 1,273 | 27,226 | $569,833 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Sell | -1,241 | 45,857 | $959,787 |
| Q1 2025 | Third Point | Buy | 8,900,000 | 8,900,000 | $213,422,000 |
| Q1 2025 | Tweedy, Browne Co All Funds (US) | Sell | -309,698 | 47,098 | $1,129,410 |
| Q1 2025 | Yacktman Asset Management | Sell | -36,184 | 8,270,488 | $198,326,302 |
| Q1 2025 | Sequoia Financial Advisors | Sell | -3,356 | 25,953 | $622,361 |
| Q4 2024 | Yacktman Asset Management | Sell | -74,732 | 8,306,672 | $177,347,447 |
| Q4 2024 | Tweedy, Browne Co All Funds (US) | Sell | -26,410 | 356,796 | $7,617,595 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 4,619 | 29,309 | $625,748 |
| Q3 2024 | Yacktman Asset Management | Buy | 232,631 | 8,381,404 | $193,861,875 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 66,000 | 333,712 | $7,718,759 |
| Q3 2024 | Tweedy, Browne Co All Funds (US) | Sell | -7,537 | 383,206 | $8,863,555 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 1,449 | 24,690 | $571,077 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -2,503,400 | 267,712 | $4,867,004 |
| Q2 2024 | Yacktman Asset Management | Buy | 1,883,457 | 8,148,773 | $148,144,693 |
| Q2 2024 | Tweedy, Browne Co All Funds (US) | Sell | -19,210 | 390,743 | $7,103,708 |
Frequently asked questions about KVUE activity
Which institutional owners are buying KVUE?
Institutional owners buying KVUE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KVUE activity?
"Buy" means an investor increased their reported position in KVUE compared to the prior reporting period. This reflects growing exposure to KENVUE INC (KVUE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KVUE increasing?
Institutional interest in KVUE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related KVUE insights
- KVUE Overview
- KVUE Institutions
- KVUE Institutional Ownership
- KVUE Top Shareholders
- KVUE Institutional Buying
- KVUE Institutional Selling
- KVUE Ownership Changes
- KVUE Insiders
- Consumer Defensive Sector Institutional Ownership
- Consumer Defensive Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Defensive Stocks By Institutional Owners in Q1 2026
- Most Sold Consumer Defensive Stocks By Institutional Owners in Q1 2026
- Top Institutional Investor Stock Rankings