Jensen Investment Management Inc

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Assets, Funds, Holdings

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Jensen Investment Management Inc
CRD #105281
SEC #801-32726
CIK #0001106129
AUM $13.4 BB (2024-03-29)
Employees 41 (39% Investors, 10% Brokers)
Phone503-726-4384
Address5500 Meadows Road
Lake Oswego, OR 97035-3623
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($BB)
151296302001200920172025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
MSFT 1,918.2 1.0
GOOGL 1,475.1 0.9
AAPL 2,382.8 0.8
ACN 179.5 0.7
INTU 109.0 0.7
MMC 77.7 0.7
SYK 74.8 0.7
UNH 477.0 0.5
KLAC 49.3 0.5
PEP 226.8 0.5
View All
Holdings by Sector ($BB)
151296302013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 219 0.0
(b) Individuals (high net worth individuals) 159 0.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 3 10.6
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 1.3
(g) Pension and profit sharing plans 4 0.3
(h) Charitable organizations 1 0.0
(i) State or municipal government entities 1 0.1
(j) Other investment advisers 5 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 19 0.2
Total 431 13.4
By Discretionary
Discretionary 431 13.4
Non-Discretionary 0 0.0
Total 431 13.4
By Non-United States Persons
Non-United States Persons 1.5
United States Persons 11.9
Total 431 13.4
EDGAR Form CIK 2011 - 2024
13F-HR [0001106129]
D [0001106129]
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Envestnet Retirement Solutions LLC
IL 14.3
We Family Offices LLC
FL 13.9
CSOP Asset Management Limited
13.7
Integrated Wealth Concepts LLC
MA 13.5
Ariel Investments LLC
IL 13.4
Madison Investment Advisors LLC
WI 13.2
Mycio Wealth Partners LLC
PA 13.0
Advanced Research Investment Solutions LLC
CA 12.9
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