JOHNSON & JOHNSON

$JNJ
Smart money positioned

86 of the Top-200 alpha managers hold $JNJ as of the latest 13F snapshot.

13F holders
4,472
Insider buys · 90d
0
Congress · 90d
5trades

Smart Money · top-200 alpha cohort

86 holders · Q1 2026
Top-200 Cohort Floods $JNJ: 50 Initiations, 3 Added, 1 Trimmed

86 of the Top-200 alpha managers hold $JNJ as of Q1 2026 — 34 new, 6 added, 3 trimmed, 43 held flat.

34 initiations · 6 adds · 3 trims · 43 held flat  ·  Q1 2026

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 4,472 · Source: 13F-HR
01
State Street
0.93% of portfolio
133,869,843 sh
02
Axa S.a.
1.13% of portfolio
133,476,288 sh
03
Deutsche Bank AG
0.91% of portfolio
113,984,120 sh
04
Renaissancere Holdings Ltd.
1.17% of portfolio
104,887,467 sh
05
State Farm Mutual Automobile Insurance Co.
0.79% of portfolio
84,389,800 sh
06
Augustine Asset Management Inc.
1.00% of portfolio
37,301,594 sh
07
Banyan Capital Management, Inc.
0.66% of portfolio
33,734,329 sh
08
ProShare Advisors LLC
0.74% of portfolio
33,459,884 sh
09
US Bancorp De
1.09% of portfolio
27,541,191 sh
10
Brightline Capital Management, LLC
0.24% of portfolio
20,052,500 sh
See all 4,472 13F holders · Pro →

Insider activity · last 90 days

8 transactions · 5 filers
26 Jan 2026
Duato Joaquin
▼ SOLD
48,782
$221.48
S
26 Jan 2026
Duato Joaquin
▼ SOLD
51,218
$220.99
S
26 Nov 2025
Morikis John G
▲ BOUGHT
1,250
$206.15
P
17 Oct 2025
Reed John C
▼ SOLD
21,721
$192.71
S
04 Sep 2025
Taubert Jennifer L
▼ SOLD
56,471
$177.81
S
22 Aug 2025
Duato Joaquin
▼ SOLD
125,824
$179.21
S
15 Aug 2025
Wolk Joseph J
▼ SOLD
16,820
$176.91
S
17 Jul 2025
Reed John C
▼ SOLD
19,137
$163.55
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

42 disclosures · STOCK Act
House · California · Traded Apr 13
BOUGHT
$15K–$50K
May 13STOCK
Senate · Arkansas · Traded Mar 19
SOLD
$1K–$15K
Apr 14STOCK
House · Georgia · Traded Mar 19
SOLD
$1K–$15K
Apr 8STOCK
House · Georgia · Traded Mar 19
SOLD
$1K–$15K
Apr 8STOCK
House · Maryland · Traded Mar 10
BOUGHT
$1K–$15K
Apr 4STOCK
House · New Jersey · Traded Jan 23
SOLD
$15K–$50K
Feb 19STOCK
House · Texas · Traded Dec 18
SOLD
$1K–$15K
Jan 15STOCK
House · Georgia · Traded Dec 18
SOLD
$1K–$15K
Jan 5STOCK
House · Maryland · Traded Dec 9
BOUGHT
$1K–$15K
Jan 2STOCK
House · Texas · Traded Dec 9
BOUGHT
$1K–$15K
Jan 2STOCK
See full $JNJ Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:41 UTC.