Jensen Investment Management Inc.
Jensen Investment Management, Inc. is an independent, employee-owned investment advisory firm headquartered in Lake Oswego, Oregon, within the Portland area. Founded in 1988, the firm manages strategies for a diverse client base that includes private individuals, pension plans, foundations, endowments, and other institutional clients. Jensen also serves as the adviser to multiple mutual funds and an ETF, with a focus on quality growth equity portfolios. The company has approximately 25 employees and is majority-owned by Managing Director Robert McIver, with the remainder of equity spread among other employee-owners.
Investment Strategy
Jensen Investment Management primarily manages equity portfolios focused on long-term capital appreciation by investing in a select universe of high-quality companies that have produced long, consistent records of earnings growth. The firm offers several core strategies: Quality Growth, Global Quality Growth, and Quality Mid Cap. Its security selection process emphasizes companies with strong fundamentals, consistent earnings, and enduring business models. Portfolio diversification typically includes large- and mid-cap equities, with additional flexibility to invest in corporate and government debt, mutual funds, and ETFs depending on client needs. Restrictions can be tailored to align with client preferences and objectives.
Latest 13F Filing Activity
Jensen Investment Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $9B. The fund increased holdings in Nvidia Corp., Eli Lilly & Co., Meta Platforms, Inc. Class A among other positions. Jensen Investment Management Inc. reduced exposure to Unitedhealth Group Inc., Texas Instruments Inc., Accenture PLC Class A among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 9.15% | $780.7M | 1,569,529 | $64.10 | $497.41 | +$113.4M |
S SYK | Stryker Corp | 6.57% | $560.9M | 1,417,621 | $155.82 | $395.63 | -$4.0M |
M MMC | Marsh & McLennan Companies Inc | 6.21% | $529.9M | 2,423,637 | $159.44 | $218.64 | -$111.8M |
I INTU | Intuit Inc. | 5.80% | $495.0M | 628,445 | $296.84 | $787.63 | -$14.2M |
A AAPL | Apple, Inc. | 5.57% | $475.4M | 2,317,269 | $38.50 | $205.17 | -$152.4M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
| Portfolio Manager | Portland, OR , United States | ||
 | Global Equity Research Analyst | Portland, OR , United States | |
 | Portfolio Manager | Portland, OR , United States | |
 | Portfolio Manager | Portland, OR , United States | |
J Jannis Fingberg | Investment Analyst | United States | |
| Equity Analyst | Portland, OR , United States | ||
 | Research Analyst | San Francisco, CA , United States |
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