SEC 13F Intelligence

Independent Franchise Partners LLP / JNJ

Independent Franchise Partners LLP’s Johnson & Johnson Position

Does Independent Franchise Partners LLP own Johnson & Johnson (JNJ)? Yes — 2.97M shares worth $726M (+5.08% of its 13F portfolio) as of Q1 2026, down from 3.66M shares the prior filed quarter.

Position Value
$726M
Q1 2026
Shares
2.97M
% of Portfolio
+5.08%
Quarters Held
30
currently held

Position History JNJ

Reported value by quarter
Q4 ’18: $1.0BQ4 ’18Q1 ’19: $1.1BQ2 ’19: $948MQ3 ’19: $783MQ4 ’19: $762MQ4 ’19Q1 ’20: $670MQ2 ’20: $726MQ3 ’20: $553MQ4 ’20: $599MQ4 ’20Q1 ’21: $640MQ2 ’21: $599MQ3 ’21: $550MQ4 ’21: $576MQ4 ’21Q1 ’22: $569MQ2 ’22: $514MQ3 ’22: $405MQ4 ’22: $431MQ4 ’22Q1 ’23: $377MQ2 ’23: $403MQ3 ’23: $376MQ4 ’23: $361MQ4 ’23Q1 ’24: $641MQ2 ’24: $564MQ3 ’24: $683MQ4 ’24: $751MQ4 ’24Q1 ’25: $879MQ2 ’25: $801MQ3 ’25: $851MQ4 ’25: $757MQ4 ’25Q1 ’26: $726Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.97M$726M+5.08%
Q4 20253.66M$757M+4.81%
Q3 20254.59M$851M+5.61%
Q2 20255.24M$801M+5.33%
Q1 20255.30M$879M+6.27%
Q4 20245.19M$751M+5.64%
Q3 20244.22M$683M+6.03%
Q2 20243.86M$564M+5.20%
Q1 20244.05M$641M+5.30%
Q4 20232.30M$361M+3.07%
Q3 20232.42M$376M+3.26%
Q2 20232.44M$403M+3.37%
Q1 20232.43M$377M+3.39%
Q4 20222.44M$431M+4.22%
Q3 20222.48M$405M+4.26%
Q2 20222.90M$514M+4.83%
Q1 20223.21M$569M+4.49%
Q4 20213.37M$576M+4.54%
Q3 20213.41M$550M+4.32%
Q2 20213.64M$599M+4.46%
Q1 20213.89M$640M+5.09%
Q4 20203.81M$599M+5.15%
Q3 20203.71M$553M+5.48%
Q2 20205.16M$726M+7.37%
Q1 20205.11M$670M+8.26%
Q4 20195.22M$762M+7.64%
Q3 20196.05M$783M+7.98%
Q2 20196.81M$948M+9.76%
Q1 20197.82M$1.1B+12.33%
Q4 20187.90M$1.0B+12.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Franchise Partners LLP’s full portfolio or all institutional holders of JNJ.