Kenvue Inc.· KVUE

🇺🇸 US · LargeSP500NYSE

Consumer DefensiveHousehold & Personal ProductsWebsite

Price: $19.55
Day: +2.84%
Mkt Cap: $37.54B
52W Range: $14.02 – $22.22
Volume: 15.90M
Beta: 0.44

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Kenvue Inc.

KVUE|Consumer Defensive|Household & Personal Products

Current price: $20

Smart Money

Dimension 5 of 5

Insider Activity, Q2 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$746.7K

Net share flow-42.2K

Purchases0 ($0)

Sales2 ($746.7K)

Top Notable Transactions

Insider

Type

Value

Date

Smith Jeffrey C

Purchase

$55.6M

Dec 12

Smith Jeffrey C

Purchase

$55.4M

Dec 11

Orlando Matthew

Sale

$679.7K

May 8

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership90.5%

13F share flow-4.6%

Investors holding1.0K

+666 adding-496 reducing

122

544

333

163

New 122Inc 544Red 333Closed 163

Top Institutional Holders

Institution

Value

Change

BLACKROCK, INC.

$2.5B

-8.9%

FMR LLC

$2.3B

+43.7%

STATE STREET CORP

$2.1B

+0.6%

PENTWATER CAPITAL MANAGEMENT LP

$896.5M

-8.3%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting236

Total shares held344.6M

Share flow-11.3%

64 buying51 selling

121

Buying 64Unchanged 121Selling 51

Top Fund Holders

Fund

Weight

Change

ADAMS DIVERSIFIED EQUITY FUND, INC.

752.5K

180.44%

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore KVUE on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

KVUE Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

-6

Institutional Flow

50% weight

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for KVUE

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Routine insider selling in Q2 2026

2 sales totaling $746.7K (42.2K shares)

Limited history to compare against

Buying seen in 1 of 7 quarters

Notable Recent Transactions, KVUE

Top 7 highest-value recent insider trades

Smith Jeffrey C

Director

Buy

3,200,000 shares at $17.37

Dec 12, 2025$55.59M

Smith Jeffrey C

Director

Buy

3,177,694 shares at $17.43

Dec 11, 2025$55.39M

Orlando Matthew

Officer

Sell

38,491.3 shares at $17.66

May 8, 2026$679.69K

ALLISON RICHARD E JR

Director

Buy

20,000 shares at $26.26

May 11, 2023$525.23K

Lawson Carlton

President

Sell

17,100 shares at $23.03

Mar 13, 2025$393.81K

ALLISON RICHARD E JR

Director

Buy

5,598 shares at $22.96

Aug 30, 2023$128.52K

Howlett Heather

CFO

Sell

3,700 shares at $18.11

Jun 10, 2026$66.99K

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for KVUE

Total dollar value invested by institutions each quarter

Neutral

Mixed institutional activity in Q1 2026

90.5% institutional ownership

Slight accumulation: 666 adding vs 496 reducing

13F shares decreased by 4.5%, a notable change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+224 growing-814 shrinkingNet: -590

186

135

679

New (38)

Increased (186)

Reduced (135)

Closed (679)

Top Institutional Holders, KVUE

Largest 8 institutional positions by ownership percentage as of Q2 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

44.7M

$861.9M

Ownership

2.33%

-10.1%

SWEDBANK AB

9.4M

$179.7M

Ownership

0.49%

+91.4%

CITIGROUP INC

6.3M

$120.6M

Ownership

0.33%

+21.0%

SUMITOMO MITSUI TRUST GROUP, INC.

5.1M

$96.7M

Ownership

0.26%

+3.8%

CALAMOS ADVISORS LLC

3.4M

$64.0M

Ownership

0.17%

No change

ASSENAGON ASSET MANAGEMENT S.A.

3.2M

$61.5M

Ownership

0.17%

-49.8%

CBOE VEST FINANCIAL, LLC

2.8M

$53.6M

Ownership

0.15%

-5.8%

PRINCIPAL FINANCIAL GROUP INC

2.2M

$41.6M

Ownership

0.11%

+1.2%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 236 ETFs and mutual funds reporting

64 buying51 sellingNet: +13

121

Buying (64)

Unchanged (121)

Selling (51)

Bullish Signal

Funds accumulating in Q2 2026

236 ETFs and mutual funds reporting

64 buying vs 51 selling (balanced)

Top Fund Holders, KVUE

Largest 1 ETF and mutual fund positions by shares held as of latest filing

ADAMS DIVERSIFIED EQUITY FUND, INC.

752.5K

Weight

180.44%

No change

Kenvue Inc.· KVUE

Holdings Analysis

Insider Trading Activity

1.3Transaction History7Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

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Holdings Analysis

Insider Trading Activity

1.3Transaction History7Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings123Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights