KENVUE INC KVUE
COM · Common Stock · CUSIP 49177J102 · ISIN US49177J1025
American consumer health company
- SectorConsumer staples
- IndustryPerfumes, Cosmetics & Other Toilet Preparations
- HeadquartersSummit, NJ
- Websitekenvue.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($89.6m this quarter). Holder counts are more reliable. Shares outstanding: 1.9bn as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $19.10. Options: 21 managers hold calls ($220.9m notional), 12 hold puts ($82.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2023 | 163 |
| Q3 2023 | 916 |
| Q4 2023 | 984 |
| Q1 2024 | 963 |
| Q2 2024 | 999 |
| Q3 2024 | 1,004 |
| Q4 2024 | 1,014 |
| Q1 2025 | 1,086 |
| Q2 2025 | 1,107 |
| Q3 2025 | 1,065 |
| Q4 2025 | 1,048 |
| Q1 2026 | 1,018 |
| Q2 2026 | 1,007 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 490 | 520 |
| Q4 2024 | 489 | 487 |
| Q1 2025 | 597 | 445 |
| Q2 2025 | 587 | 517 |
| Q3 2025 | 486 | 645 |
| Q4 2025 | 515 | 585 |
| Q1 2026 | 531 | 472 |
| Q2 2026 | 509 | 464 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.9bn | $718.8m | 0.38 |
| Q4 2025 | $936.5m | $600.0m | 0.64 |
| Q1 2026 | $368.4m | $162.0m | 0.44 |
| Q2 2026 | $220.9m | $82.5m | 0.37 |
Biggest buyers
| FMR LLC | Added | +22.0m |
| SG Americas Securities, LLC | Added | +20.3m |
| JPMORGAN CHASE & CO | Added | +13.4m |
| HBK INVESTMENTS L P | Added | +7.0m |
| BlackRock, Inc. | Added | +5.5m |
| Amundi | Added | +5.4m |
| MILLENNIUM MANAGEMENT LLC | Added | +5.1m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +4.9m |
| BANK OF NOVA SCOTIA | Added | +4.6m |
| Swedbank AB | Added | +4.5m |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -18.7m |
| MARSHALL WACE, LLP | Reduced | -11.8m |
| Sculptor Capital LP | Reduced | -8.8m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -8.1m |
| UBS Group AG | Reduced | -7.2m |
| Mondrian Investment Partners LTD | Reduced | -5.6m |
| ROYAL BANK OF CANADA | Reduced | -5.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -5.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.8m |
| Balyasny Asset Management L.P. | Reduced | -4.7m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $87.5m4.6m shares |
| CITADEL ADVISORS LLC | Reduced | $20.5m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $20.1m1.1m shares |
| GROUP ONE TRADING LLC | Reduced | $16.3m852.9k shares |
| IMC-Chicago, LLC | Reduced | $15.5m812.0k shares |
| NOMURA HOLDINGS INC | Reduced | $12.8m670.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $11.5m600.6k shares |
| Qube Research & Technologies Ltd | Unchanged | $9.6m500.0k shares |
| Caption Management, LLC | Reduced | $7.7m404.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $7.1m372.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $44.8m2.3m shares |
| GROUP ONE TRADING LLC | Reduced | $10.7m558.0k shares |
| CITADEL ADVISORS LLC | Reduced | $7.5m393.7k shares |
| IMC-Chicago, LLC | Reduced | $5.4m284.4k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Reduced | $3.0m157.1k shares |
| Squarepoint Ops LLC | Added | $3.0m156.7k shares |
| Walleye Trading LLC | Added | $2.8m148.3k shares |
| JANE STREET GROUP, LLC | Reduced | $2.3m119.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m92.1k shares |
| MILLENNIUM MANAGEMENT LLC | New | $838.9k43.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +1.2 pts · filed 2026-08-06 | 8.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), PRICE T ROWE ASSOCIATES INC /MD/ (1.0%, 2026-02-17)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $393.8k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 1 | $111.0m | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 2 | $746.8k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-10 | Howlett Heather CFO & CAO | Sold | $67.0k3.7k shares |
| 2026-05-08 | Orlando Matthew General Counsel | Sold | $679.8k38.5k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.13% of their portfolio | 157.1m $3.0bn | Added +22.0m |
| BlackRock, Inc. 0.04% of their portfolio | 150.8m $2.9bn | Added +5.5m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 125.3m $2.4bn | Added +890.5k |
| STATE STREET CORP 0.07% of their portfolio | 121.6m $2.3bn | Added +2.0m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.08% of their portfolio | 93.3m $1.8bn | Added +839.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.05% of their portfolio | 52.0m $990.2m | Added +751.1k |
| Pentwater Capital Management LP 7.80% of their portfolio | 51.1m $977.1m | Reduced -870.0k |
| Independent Franchise Partners LLP 6.32% of their portfolio | 50.4m $963.7m | Added +1.2m |
| NORGES BANK 0.09% of their portfolio | 46.2m $882.1m | Not comparable |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.27% of their portfolio | 44.7m $861.9m | Reduced -5.0m |
| MILLENNIUM MANAGEMENT LLC 0.48% of their portfolio | 36.9m $705.9m | Added +5.1m |
| HBK INVESTMENTS L P 6.26% of their portfolio | 28.0m $535.1m | Added +7.0m |
| Starboard Value LP 11.54% of their portfolio | 27.3m $521.8m | Unchanged |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 26.2m $500.6m | Added +13.4m |
| MORGAN STANLEY 0.03% of their portfolio | 24.8m $473.9m | Added +3.4m |
| GOLDMAN SACHS GROUP INC 0.05% of their portfolio | 22.8m $435.7m | Added +678.2k |
| SG Americas Securities, LLC 0.25% of their portfolio | 22.7m $434.3m | Added +20.3m |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 22.6m $431.6m | Added +315.1k |
| Balyasny Asset Management L.P. 0.69% of their portfolio | 19.9m $379.5m | Reduced -4.7m |
| NORTHERN TRUST CORP 0.04% of their portfolio | 19.0m $362.2m | Reduced -362.9k |
| Amundi 0.08% of their portfolio | 18.5m $353.2m | Added +5.4m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 17.7m $337.6m | Added +148.6k |
| VAN ECK ASSOCIATES CORP 0.20% of their portfolio | 17.0m $325.2m | Reduced -3.6m |
| Invesco Ltd. 0.02% of their portfolio | 16.2m $309.8m | Reduced -2.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 14.8m $283.4m | Reduced -4.8m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 14.4m $275.2m | Added +216.8k |
| UBS Group AG 0.04% of their portfolio | 13.6m $259.1m | Reduced -7.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 13.5m $258.2m | Added +375.3k |
| Legal & General Group Plc 0.05% of their portfolio | 13.3m $253.4m | Reduced -1.1m |
| Nuveen, LLC 0.06% of their portfolio | 12.5m $238.9m | Added +957.4k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 12.0m $228.6m | Added +1.1m |
| TUDOR INVESTMENT CORP ET AL 0.87% of their portfolio | 11.0m $210.6m | Reduced -106.8k |
| VANGUARD FIDUCIARY TRUST CO 0.05% of their portfolio | 10.8m $205.9m | Reduced -6.0k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 10.1m $192.1m | Reduced -813.3k |
| ProShare Advisors LLC 0.27% of their portfolio | 9.6m $184.1m | Reduced -188.0k |
| Swedbank AB 0.15% of their portfolio | 9.4m $179.7m | Added +4.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.24% of their portfolio | 9.0m $172.5m | Added +4.9m |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 8.9m $170.3m | Reduced -749.3k |
| Kryger Capital LLC 9.32% of their portfolio | 8.5m $163.4m | Added +3.3m |
| AQR Arbitrage LLC 2.29% of their portfolio | 8.4m $160.7m | Added +2.9m |
| BESSEMER GROUP INC 0.22% of their portfolio | 8.4m $160.6m | Reduced -118.9k |
| YACKTMAN ASSET MANAGEMENT LP 1.90% of their portfolio | 8.1m $153.9m | Added +118.5k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 7.9m $151.4m | Reduced -3.1m |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 7.6m $145.5m | Reduced -18.7m |
| EQUITY INVESTMENT CORP 2.77% of their portfolio | 7.6m $145.2m | Reduced -33.7k |
| ALLIANCEBERNSTEIN L.P. 0.04% of their portfolio | 7.6m $130.2m | Reduced -524.1k |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 7.5m $143.9m | Added +1.9m |
| BANK OF NOVA SCOTIA 0.19% of their portfolio | 6.7m $128.0m | Added +4.6m |
| NEUBERGER BERMAN GROUP LLC 0.08% of their portfolio | 6.5m $124.8m | Added +2.4m |
| Assenagon Asset Management S.A. 0.08% of their portfolio | 6.4m $122.9m | Added +28.8k |
| CITIGROUP INC 0.06% of their portfolio | 6.3m $120.6m | Added +1.1m |
| Squarepoint Ops LLC 0.22% of their portfolio | 6.0m $115.4m | Added +2.3m |
| Swiss National Bank 0.05% of their portfolio | 5.4m $103.3m | Reduced -216.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.14% of their portfolio | 5.1m $97.6m | Added +1.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 5.1m $96.7m | Added +185.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 5.0m $96.1m | Added +189.6k |
| Magnetar Financial LLC 0.81% of their portfolio | 4.6m $88.2m | Added +9.7k |
| Verition Fund Management LLC 0.61% of their portfolio | 4.5m $86.8m | Added +754.8k |
| HRT FINANCIAL LP 0.20% of their portfolio | 4.5m $85.6m | Added +2.0m |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.37% of their portfolio | 4.4m $84.7m | Added +2.2m |
| VANGUARD ASSET MANAGEMENT, Ltd 0.05% of their portfolio | 4.3m $81.4m | Added +454.0k |
| Man Group plc 0.15% of their portfolio | 4.2m $80.5m | Added +834.8k |
| Vanguard Global Advisers, LLC 0.04% of their portfolio | 4.1m $79.0m | Reduced -51.5k |
| Sculptor Capital LP 0.80% of their portfolio | 4.1m $77.4m | Reduced -8.8m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.04% of their portfolio | 3.9m $74.9m | Unchanged |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 3.9m $74.7m | Reduced -5.1m |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 3.8m $72.3m | Added +3.6m |
| BRANDES INVESTMENT PARTNERS, LP 0.49% of their portfolio | 3.6m $69.4m | Added +145.5k |
| CAPSTONE INVESTMENT ADVISORS, LLC 0.48% of their portfolio | 3.6m $68.8m | Added +935.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 3.5m $67.5m | Added +217.0k |
| National Pension Service 0.04% of their portfolio | 3.4m $64.4m | Added +310.8k |
| TIG Advisors, LLC 2.95% of their portfolio | 3.4m $64.2m | Added +1.6m |
| Calamos Advisors LLC 0.23% of their portfolio | 3.4m $64.0m | Unchanged |
| RHUMBLINE ADVISERS 0.05% of their portfolio | 3.3m $63.0m | Reduced -19.4k |
| M&G PLC 0.31% of their portfolio | 3.3m $61.8m | Reduced -4.3m |
| California Public Employees Retirement System 0.03% of their portfolio | 3.2m $61.0m | Reduced -417.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.13% of their portfolio | 3.2m $60.5m | Reduced -120.0k |
| CAXTON ASSOCIATES LLP 1.13% of their portfolio | 3.1m $60.1m | Reduced -200.0k |
| Capula Management Ltd 0.26% of their portfolio | 3.1m $58.6m | Added +820.1k |
| ALPINE ASSOCIATES MANAGEMENT INC. 3.65% of their portfolio | 3.1m $58.3m | Added +83.0k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 3.0m $58.2m | Reduced -939.4k |
| ING GROEP NV 0.28% of their portfolio | 3.0m $58.2m | Reduced -3.0m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.08% of their portfolio | 3.0m $57.6m | Reduced -512.4k |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC 1.96% of their portfolio | 3.0m $57.4m | Added +1.8m |
| Birnam Oak Advisors, LP 9.39% of their portfolio | 3.0m $57.4m | Added +1.6m |
| CANADA LIFE ASSURANCE Co 0.09% of their portfolio | 3.0m $56.7m | Reduced -27.4k |
| Woodline Partners LP 0.18% of their portfolio | 3.0m $56.8m | Added +660.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.05% of their portfolio | 3.0m $56.4m | Reduced -190.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.9m $55.3m | Reduced -28.7k |
| PFA Pension, Forsikringsaktieselskab 0.14% of their portfolio | 2.9m $54.9m | Added +1.1m |
| Vest Financial, LLC 0.56% of their portfolio | 2.8m $53.6m | Reduced -172.7k |
| SOROS FUND MANAGEMENT LLC 0.69% of their portfolio | 2.7m $52.5m | Reduced -410.6k |
| Gotham Asset Management, LLC 0.12% of their portfolio | 2.6m $49.5m | Added +355.6k |
| BARCLAYS PLC 0.01% of their portfolio | 2.4m $46.8m | Reduced -1.3m |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 2.4m $46.3m | Reduced -463.8k |
| Alberta Investment Management Corp 0.26% of their portfolio | 2.3m $44.6m | Added +100.0k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 2.3m $44.5m | Reduced -11.8m |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 2.2m $42.2m | Added +144.4k |
| Hudson Bay Capital Management LP 0.20% of their portfolio | 2.2m $41.9m | Reduced -1.9m |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 2.2m $41.6m | Added +26.6k |