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Jensen Investment

by Robert McIver, CEO since 2004 asset manager

Legal name
Jensen Investment Management Inc
On record since?
Q2 2013
Filings read
53
Style
Quality
Website
jenseninvestment.com
View more
CIK
0001106129
Read since
Aug 22, 2026

Q2 2026 · filed Aug 7, 2026 · $4.1B US stock · 83 positions · Focused · Moderate turnover · Top: GOOGL 6.9% · MSFT 6.7% · AMZN 6.1%

Read the filing →

Streakslongest held · 53 quarters on record

  1. MSFT Microsoft Corp 6.7%53+ quarters
  2. SYK Stryker Corporation 4.5%53+ quarters
  3. PG Procter & Gamble Company 3.1%53+ quarters
  4. APH Amphenol Corporation 2.6%53+ quarters
  5. ABT Abbott Laboratories 1.9%53+ quarters

28 names have been in this book every quarter on record (53). New in this book this quarter: CTAS.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$4.1B Q2 2026

Positions83 Q2 2026

Picture100.0% Q2 2026

Turnover29%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 7, 26 $4.1B · 83 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  2. Q1 2026 filed May 4, 26 $5.1B · 84 positions  · 0 new · 5 exited full · Focused 0 new · 5 exited
  3. Q4 2025 filed Feb 10, 26 $6.4B · 89 positions  · 7 new · 5 exited full · Focused 7 new · 5 exited
  4. Q3 2025 filed Nov 5, 25 $8.1B · 87 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  5. Q2 2025 filed Aug 8, 25 $8.5B · 83 positions  · 3 new · 4 exited full · Focused 3 new · 4 exited
  6. Q1 2025 filed May 9, 25 $9.0B · 84 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  7. Q4 2024 filed Feb 10, 25 $11.0B · 85 positions  · 3 new · 5 exited full · Focused 3 new · 5 exited
  8. Q3 2024 filed Nov 4, 24 $12.0B · 87 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  9. Q2 2024 filed Aug 5, 24 $12.2B · 87 positions  · 6 new · 3 exited full · Focused 6 new · 3 exited
  10. Q1 2024 filed May 6, 24 $13.1B · 84 positions  · 5 new · 3 exited full · Focused 5 new · 3 exited
  11. Q4 2023 filed Feb 9, 24 $13.2B · 82 positions  · 2 new · 3 exited full · Focused 2 new · 3 exited
  12. Q3 2023 filed Nov 6, 23 $12.7B · 83 positions  · 1 new · 0 exited full · Focused 1 new · 0 exited
  13. Q2 2023 filed Aug 7, 23 $13.6B · 82 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  14. Q1 2023 filed May 8, 23 $12.7B · 81 positions  · 2 new · 5 exited full · Focused 2 new · 5 exited
  15. Q4 2022 filed Apr 5, 23 $12.8B · 84 positions  · 3 new · 0 exited full · Focused 3 new · 0 exited
  16. Q3 2022 filed Nov 7, 22 $11.5B · 81 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  17. Q2 2022 filed Aug 12, 22 $12.1B · 81 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  18. Q1 2022 filed May 10, 22 $13.4B · 80 positions  · 4 new · 2 exited full · Focused 4 new · 2 exited
  19. Q4 2021 filed Feb 11, 22 $14.2B · 78 positions  · 1 new · 0 exited full · Focused 1 new · 0 exited
  20. Q3 2021 filed Nov 12, 21 $12.6B · 77 positions  · 3 new · 2 exited full · Focused 3 new · 2 exited
  21. Q2 2021 filed May 6, 21 $13.2B · 76 positions  · 3 new · 2 exited full · Focused 3 new · 2 exited
  22. Q1 2021 filed May 6, 21 $12.5B · 75 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  23. Q4 2020 filed Feb 8, 21 $12.1B · 76 positions  · 0 new · 2 exited full · Focused 0 new · 2 exited
  24. Q3 2020 filed Nov 3, 20 $11.3B · 78 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  25. Q2 2020 filed Aug 7, 20 $10.4B · 74 positions  · 3 new · 4 exited full · Focused 3 new · 4 exited
  26. Q1 2020 filed May 7, 20 $8.9B · 75 positions  · 4 new · 4 exited full · Focused 4 new · 4 exited
  27. Q4 2019 filed Feb 7, 20 $10.1B · 75 positions  · 3 new · 4 exited full · Focused 3 new · 4 exited
  28. Q3 2019 filed Nov 11, 19 $9.4B · 76 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  29. Q2 2019 filed Aug 1, 19 $8.8B · 77 positions  · 2 new · 2 exited full · Focused 2 new · 2 exited
  30. Q1 2019 filed May 8, 19 $8.4B · 77 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  31. Q4 2018 filed Feb 6, 19 $7.1B · 78 positions  · 4 new · 6 exited full · Focused 4 new · 6 exited
  32. Q3 2018 filed Nov 9, 18 $8.0B · 80 positions  · 1 new · 8 exited full · Focused 1 new · 8 exited
  33. Q2 2018 filed Jul 18, 18 $7.4B · 87 positions  · 1 new · 4 exited full · Focused 1 new · 4 exited
  34. Q1 2018 filed Apr 19, 18 $7.7B · 90 positions  · 2 new · 6 exited full · Focused 2 new · 6 exited
  35. Q4 2017 filed Jan 29, 18 $7.8B · 94 positions  · 9 new · 6 exited full · Focused 9 new · 6 exited
  36. Q3 2017 filed Nov 2, 17 $7.4B · 91 positions  · 5 new · 2 exited full · Focused 5 new · 2 exited
  37. Q2 2017 filed Aug 8, 17 $7.3B · 88 positions  · 1 new · 12 exited full · Focused 1 new · 12 exited
  38. Q1 2017 filed May 9, 17 $7.1B · 99 positions  · 1 new · 6 exited full · Focused 1 new · 6 exited
  39. Q4 2016 filed Feb 14, 17 $6.8B · 104 positions  · 11 new · 11 exited full · Focused 11 new · 11 exited
  40. Q3 2016 filed Oct 31, 16 $6.7B · 104 positions  · 15 new · 16 exited full · Focused 15 new · 16 exited
  41. Q2 2016 filed Jul 26, 16 $6.4B · 105 positions  · 14 new · 12 exited full · Focused 14 new · 12 exited
  42. Q1 2016 filed May 3, 16 $6.3B · 103 positions  · 13 new · 11 exited full · Focused 13 new · 11 exited
  43. Q4 2015 filed Jan 27, 16 $6.0B · 101 positions  · 15 new · 17 exited full · Focused 15 new · 17 exited
  44. Q3 2015 filed Nov 10, 15 $5.7B · 103 positions  · 14 new · 11 exited full · Focused 14 new · 11 exited
  45. Q2 2015 filed Jul 28, 15 $6.3B · 100 positions  · 21 new · 18 exited full · Focused 21 new · 18 exited
  46. Q1 2015 filed Jul 27, 15 $6.5B · 97 positions  · 12 new · 10 exited full · Focused 12 new · 10 exited
  47. Q4 2014 filed Nov 10, 15 $6.5B · 95 positions  · 28 new · 26 exited full · Focused 28 new · 26 exited
  48. Q3 2014 filed Nov 10, 15 $6.3B · 93 positions  · 10 new · 10 exited full · Focused 10 new · 10 exited
  49. Q2 2014 filed Nov 10, 15 $6.6B · 93 positions  · 20 new · 10 exited full · Focused 20 new · 10 exited
  50. Q1 2014 filed Apr 29, 14 $6.9B · 83 positions  · 9 new · 6 exited full · Focused 9 new · 6 exited
  51. Q4 2013 filed Feb 3, 14 $7.0B · 80 positions  · 9 new · 13 exited full · Focused 9 new · 13 exited
  52. Q3 2013 filed Nov 10, 15 $6.5B · 84 positions  · 5 new · 13 exited full · Focused 5 new · 13 exited
  53. Q2 2013 filed Aug 5, 13 $6.1B · 92 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited

People3

  • Robert McIver · CEO · 2004–President and portfolio manager; decisions are made by the investment team. Source: Jensen prospectus 2025
  • Allen Bond · portfolio manager · 2007–Managing director, head of research and portfolio manager. Source: Jensen prospectus 2025
  • Eric Schoenstein · CIO · 2004–2025Portfolio manager and CIO until his retirement on 2025-03-01. Source: Jensen 497 2024