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| Happy Holidays!! thanks for using AUM13F!! |
| Jensen Investment Management Inc
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| CRD # | 105281 |
| SEC # | 801-32726 |
| CIK # | 0001106129 |
| AUM | $11.2 B (2025-03-21) |
| Employees | 40 (38% Investors, 10% Brokers) |
| Phone | 503-726-4384 |
| Address | 5500 Meadows Road Lake Oswego, OR 97035-3623 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.8 | ||
| Stryker Corp | 0.6 | ||
| Marsh & McLennan Companies Inc | 0.5 | ||
| Intuit Inc | 0.5 | ||
| Apple Inc | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| Accenture PLC | 0.4 | ||
| Mastercard Inc | 0.3 | ||
| KLA Tencor Corp | 0.3 | ||
| Abbott Laboratories | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 0.0 |
| (b) Individuals (high net worth individuals) | 158 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 8.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1.1 |
| (g) Pension and profit sharing plans | 4 | 0.4 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 4 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 0.2 |
| (n) Other | 15 | 0.1 |
| Total | 994 | 11.2 |
| By Discretionary | ||
| Discretionary | 994 | 11.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 994 | 11.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 9.8 | |
| Total | 994 | 11.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001106129] | |
| D | [0001106129] |
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|---|---|---|
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 11.6 |
|
Sapient Capital LLC
✚
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IN | 11.4 |
|
Capital Wealth Planning LLC
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FL | 11.4 |
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Cooke & Bieler LP
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PA | 11.4 |
|
QRG Capital Management Inc
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IL | 11.4 |
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Independent Financial Group LLC
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CA | 11.3 |
|
State Farm Investment Management Corp
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IL | 11.3 |
|
Mercury Advisory LLC
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|
CA | 11.1 |
|
Greenhaven Associates Inc
✚
|
NY | 10.9 |
|
Everett Harris & Co
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|
CA | 10.9 |