Brandywine Global Investment Management, LLC / JNJ
Brandywine Global Investment Management, LLC’s Johnson & Johnson Position
Does Brandywine Global Investment Management, LLC own Johnson & Johnson (JNJ)? Yes — 1.95M shares worth $404M (+2.71% of its 13F portfolio) as of Q4 2025, down from 1.95M shares the prior filed quarter.
Position Value
$404M
Q4 2025
Shares
1.95M
% of Portfolio
+2.71%
Quarters Held
29
currently held
Position History JNJ
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 1.95M | $404M | +2.71% |
| Q3 2025 | 1.95M | $362M | +2.49% |
| Q2 2025 | 1.97M | $301M | +2.12% |
| Q1 2025 | 2.12M | $351M | +2.53% |
| Q4 2024 | 1.86M | $269M | +1.96% |
| Q3 2024 | 1.67M | $271M | +1.80% |
| Q2 2024 | 1.59M | $232M | +1.74% |
| Q1 2024 | 1.48M | $235M | +1.69% |
| Q4 2023 | 1.19M | $187M | +1.50% |
| Q3 2023 | 746.4K | $116M | +1.02% |
| Q2 2023 | 624.1K | $103M | +0.86% |
| Q1 2023 | 1.20M | $186M | +0.75% |
| Q4 2022 | 358.9K | $63M | +0.50% |
| Q3 2022 | 294.6K | $48M | +0.45% |
| Q2 2022 | 582.4K | $103M | +0.90% |
| Q1 2022 | 2.43M | $431M | +3.15% |
| Q4 2021 | 2.54M | $434M | +3.10% |
| Q3 2021 | 2.46M | $398M | +3.00% |
| Q2 2021 | 1.97M | $325M | +2.40% |
| Q1 2021 | 2.00M | $329M | +2.48% |
| Q4 2020 | 2.12M | $333M | +2.77% |
| Q3 2020 | 1.61M | $239M | +2.35% |
| Q2 2020 | 969.2K | $136M | +1.39% |
| Q1 2020 | 2.74M | $359M | +4.29% |
| Q4 2019 | 3.02M | $441M | +3.11% |
| Q3 2019 | 2.56M | $332M | +2.43% |
| Q2 2019 | 2.64M | $368M | +2.54% |
| Q1 2019 | 2.15M | $301M | +2.08% |
| Q4 2018 | 1.14M | $147M | +1.09% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Brandywine Global Investment Management, LLC’s full portfolio or all institutional holders of JNJ.