Kenvue Inc (KVUE) Institutional Holdings & 13F Data (Q2 2026)

KVUE ranks #477 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KVUE is a top-conviction position for Starboard Value LP — at 11.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KVUE belongs to FMR LLC, but the position matters far more to Starboard Value LP, who has 11.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Gateway Investment Advisers LLC has added to its KVUE position for two straight quarters, increasing it by $2.6M to reach $3.6M today.

Assenagon Asset Management S.A. has trimmed its KVUE position for two straight quarters, cutting it by $109.3M while still holding $1.1M.

KVUE is up 1.4% today, and institutions have been net buyers of $2.6B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

KVUE posted net income of $1.7B over the trailing twelve months, and currently trades at a P/E of 20.9.

• Profitable — net income of $1.7B over the trailing twelve months
• Revenue grew 0.7% year over year
• Net income improved year over year, from $1.1B to $1.7B
• Generated $2.2B in positive operating cash flow
• Current ratio of 0.96x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.52x equity — within a conventional range