KENVUE INC

$KVUE

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Smart money positioned

20 of the Top-200 alpha managers hold $KVUE as of the latest 13F snapshot.

13F holders

1,005

Insider buys · 90d

Congress · 90d

3trades

Smart Money · top-200 alpha cohort

20 holders · Q1 2026

$KVUE is held by 20 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.87%, with an average of 0.16% of portfolio. Largest holder: Quarry LP at 1.87%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Quarry LP

1.87% NEW

α +10.6pts

Motley Fool Wealth Management, LLC

0.37% NEW

α +15.3pts

ELCO Management Co., LLC

0.20% NEW

α +10.8pts

Scopia Capital Management LP

0.14% NEW

α +10.2pts

Caption Management, LLC

0.11% held

α +15.5pts

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 1,005 · Source: 13F-HR

Morningstar Investment Services LLC

6.12% of portfolio

98,417,696 sh

Evergreen Capital Management LLC

0.23% of portfolio

63,602,526 sh

TOMS Capital Investment Management LP

15.90% of portfolio

49,706,600 sh

Siemens Pension Trust E V

0.57% of portfolio

49,128,584 sh

ProShare Advisors LLC

0.08% of portfolio

43,876,034 sh

Brightline Capital Management, LLC

Minneapolis Portfolio Management Group, LLC

0.24% of portfolio

32,349,516 sh

See all 1,005 13F holders · Pro →

Insider activity · last 90 days

3 transactions · 2 filers

12 Dec 2025

Smith Jeffrey C —

▲ BOUGHT

3,200,000

$17.37

11 Dec 2025

Smith Jeffrey C —

▲ BOUGHT

3,177,694

$17.43

13 Mar 2025

Lawson Carlton —

▼ SOLD

17,100

$23.03

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.