# Johnson & Johnson (JNJ): value investors who own it

11 value investors held Johnson & Johnson in their Q3 2026 13F, led by Yacktman Asset Management, Tweedy, Browne, Markel Group, Mairs & Power, Fairfax…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Yacktman Asset Management | 4.0% | $320m | Added +0.8% | 53 |
| Tweedy, Browne | 3.9% | $51.2m | Trimmed -8.1% | 53 |
| Markel Group | 1.2% | $155m | Unchanged | 53 |
| Mairs & Power | 1.0% | $107m | Trimmed -27% | 53 |
| Fairfax Financial Holdings | 0.7% | $18.6m | Unchanged | 53 |
| Jensen Investment Management | 0.1% | $2.2m | Trimmed -9.9% | 53 |
| Horizon Kinetics | 0.0% | $3.9m | Trimmed -1.3% | 30 |
| Matrix Asset Advisors | 0.0% | $429k | Unchanged | 54 |
| Semper Augustus | 0.0% | $202k | New | 1 |
| Dodge & Cox | 0.0% | $5.3m | Unchanged | 53 |
| Gardner Russo & Quinn | 0.0% | $282k | Trimmed -15% | 3 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-02 | Schmid Timothy | EVP, WW Chair, MedTech | Sold | 22527 | $6.2m |
| 2026-09-02 | Schmid Timothy | EVP, WW Chair, MedTech | Sold | 11070 | $3.0m |
| 2026-08-17 | Taubert Jennifer L | EVP, WWC. Innovative Medicine | Sold | 15000 | $4.0m |
| 2026-08-13 | Duato Joaquin | CEO and Chairman of the Board | Sold | 102315 | $26.7m |
| 2026-08-13 | Duato Joaquin | CEO and Chairman of the Board | Sold | 20976 | $5.5m |
| 2026-08-06 | Forminard Elizabeth | EVP, Chief Legal Officer | Sold | 9344 | $2.4m |
| 2026-08-06 | Forminard Elizabeth | EVP, Chief Legal Officer | Sold | 6574 | $1.7m |
| 2026-08-05 | Duato Joaquin | CEO and Chairman of the Board | Sold | 41957 | $10.8m |
| 2026-08-05 | Duato Joaquin | CEO and Chairman of the Board | Sold | 6523 | $1.7m |
| 2026-07-20 | Broadhurst Vanessa | EVP, Global Corp Affairs | Sold | 23054 | $5.8m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| AMG Yacktman Fund | Yacktman Asset Management | 2.7% | $195m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 2.2% | $68.6m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/jnj). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.