InvestorLens

KVUE — KENVUE INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying KVUE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
37
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
2 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their KVUE position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 2 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +8 tracked investors reported holding KVUE at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (1 reduced, 1 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About KENVUE INC (KVUE)

KENVUE INC (KVUE) appears in the most recent 13F filings of 8 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $559M. Across recent filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in KVUE

67
/100
Institutional Accumulation
Added / Increased6
Reduced1
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track KVUE

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

KVUE Ownership Composition

How KENVUE INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
88% of tracked value
Institutions
8
tracked investors
Total Reported
$1.1B
combined 13F value
Sectors2
  • Other87.9%
  • Hedge Funds12.1%
Other(4)
87.9%
Hedge Funds(4)
12.1%

Tracked investors reporting KVUE

  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    32.4M
    Value
    $558.6M
    % Portfolio
    0.23%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    12.9M
    Value
    $223.2M
    % Portfolio
    0.04%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    11.2M
    Value
    $193.9M
    % Portfolio
    0.36%
  • Daniel LoebDec 31, 2025
    Third Point LLC
    Shares
    3.3M
    Value
    $56.1M
    % Portfolio
    0.77%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    3.2M
    Value
    $54.4M
    % Portfolio
    0.60%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    704.1K
    Value
    $12.1M
    % Portfolio
    0.02%
  • David EinhornDec 31, 2023
    DME Capital Management, LP
    Shares
    554.5K
    Value
    $11.9M
    % Portfolio
    0.58%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    125K
    Value
    $2.2M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold KVUE?
8 tracked institutional investors disclosed a position in KVUE (KENVUE INC) in their most recent 13F filing.
Who is the largest institutional holder of KVUE?
Izzy Englander, Millennium Management, holds the largest disclosed position in KVUE, valued at $559M.
Did institutional ownership of KVUE increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 1 increased, 1 reduced, and 2 fully exited KVUE.
Where does this KVUE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.