KENVUE INC (KVUE) Stock Institutional Trading Activity
KENVUE INC (KVUE) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Third Point, Yacktman Asset Management, Tweedy, Browne Co All Funds (US), Sequoia Financial Advisors, and Renaissance Technologies LLC. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2025 | Yacktman Asset Management | Sell | -82,466 | 7,857,496 | $135,541,806 |
| Q4 2025 | Third Point | Sell | -5,750,000 | 3,250,000 | $56,062,500 |
| Q4 2025 | Tweedy, Browne Co All Funds (US) | Sell | -134 | 40,907 | $705,646 |
| Q3 2025 | Yacktman Asset Management | Sell | -247,210 | 7,939,962 | $128,865,583 |
| Q3 2025 | Sequoia Financial Advisors | Sell | -2,427 | 24,799 | $402,490 |
| Q3 2025 | Third Point | Buy | 475,000 | 9,000,000 | $146,070,000 |
| Q3 2025 | Tweedy, Browne Co All Funds (US) | Sell | -4,816 | 41,041 | $666,095 |
| 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 | Third Point | Sell | -375,000 | 8,525,000 | $178,428,250 |
| Q2 2025 | Tweedy, Browne Co All Funds (US) | Sell | -1,241 | 45,857 | $959,787 |
| 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 |
| 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 |
| Q4 2024 | Yacktman Asset Management | Sell | -74,732 | 8,306,672 | $177,347,447 |
| Q4 2024 | Sequoia Financial Advisors | Buy | 4,619 | 29,309 | $625,748 |
| Q4 2024 | Tweedy, Browne Co All Funds (US) | Sell | -26,410 | 356,796 | $7,617,595 |
| Q3 2024 | Yacktman Asset Management | Buy | 232,631 | 8,381,404 | $193,861,875 |
| Q3 2024 | Sequoia Financial Advisors | Buy | 1,449 | 24,690 | $571,077 |
| 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 |
| Q2 2024 | Yacktman Asset Management | Buy | 1,883,457 | 8,148,773 | $148,144,693 |
| Q2 2024 | Sequoia Financial Advisors | Sell | -1,428 | 23,241 | $422,529 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -2,503,400 | 267,712 | $4,867,004 |
| Q2 2024 | Tweedy, Browne Co All Funds (US) | Sell | -19,210 | 390,743 | $7,103,708 |
| Q1 2024 | Yacktman Asset Management | Buy | 855,859 | 6,265,316 | $134,453,681 |
| Q1 2024 | Renaissance Technologies LLC | Buy | 505,138 | 2,771,112 | $59,468 |
| Q1 2024 | Sequoia Financial Advisors | Sell | -15,211 | 24,669 | $529,400 |
| Q1 2024 | Tweedy, Browne Co All Funds (US) | Sell | -13,846 | 409,953 | $8,797,591 |
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.