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| Jensen Investment Management Inc
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|---|---|
| CRD # | 105281 |
| SEC # | 801-32726 |
| CIK # | 0001106129 |
| AUM | 6,477.5 M (2026-03-30) |
| Employees | 36 (39% Investors, 8% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-726-4384 |
| Address | 5500 Meadows Road Lake Oswego, OR 97035-3623 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001106129 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.4 | ||
| Alphabet Inc | 0.4 | ||
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Mastercard Inc | 0.2 | ||
| KLA Tencor Corp | 0.2 | ||
| Stryker Corp | 0.2 | ||
| Lilly Eli & Co | 0.2 | ||
| Sherwin Williams Co | 0.2 | ||
| Marsh & McLennan Companies Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Abbott Laboratories | 0.2 | ||
| Waste Management Inc | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Equifax Inc | 0.1 | ||
| Cadence Design Systems Inc | 0.1 | ||
| Broadridge Financial Solutions Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Veeva Systems Inc | 0.1 | ||
| Verisk Analytics Inc | 0.1 | ||
| McDonalds Corp | 0.1 | ||
| Motorola Inc | 0.1 | ||
| Copart Inc | 0.1 | ||
| Intuit Inc | 0.0 | ||
| Amphenol Corp /DE/ | 0.0 | ||
| Automatic Data Processing Inc | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Ecolab Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 216 | 0.0 |
| (b) Individuals (high net worth individuals) | 154 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 4.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1.2 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 1 | 0.1 |
| (j) Other investment advisers | 4 | 0.1 |
| (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 | 13 | 0.1 |
| (n) Other | 12 | 0.0 |
| Total | 937 | 6.5 |
| By Discretionary | ||
| Discretionary | 937 | 6.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 937 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 5.3 | |
| Total | 937 | 6.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001106129] | |
| D | [0001106129] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $5.4B |
| Serves | Institutional, Retail |
| LEI | 549300VD47D3K1WAVR22 |
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|---|---|---|
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|
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|
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|
6,342.6 M | |
|
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✚
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