Johnson & Johnson (JNJ)
What changed in recent filings
- Revenue +7% YoYQuarter ended Jun 28, 2026
- Institutions — 4 new · 2 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Johnson & Johnson
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 5 → 2026 Q2: 7 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold Johnson & Johnson
Institutions we track that reported holding this stock in their most recent 13F.
- Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
- Bridgewater Associates0.70% of portfolio · since 2020 Q3
- Soros Fund Management0.11% of portfolio · since 2026 Q1
- National Pension Service (Korea)0.86% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.82% of portfolio · held as of 2026 Q2 or earlier
- Capital World Investors0.46% of portfolio · held as of 2026 Q2 or earlier
- GQG Partners0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
A healthcare conglomerate anchored on pharmaceuticals and medical devices, having raised its high-margin drug weighting after spinning off the consumer unit (Kenvue). A broad portfolio and a rich drug pipeline are strengths. But litigation burdens on some products, revenue decline from key-drug patent expiries, and generic competition are risks.
What is the Biotech & Health sector?
Pharma, biotech, and medical devices. Driven by trial-result events.
Johnson & Johnson is classified under the Biotech & Health sector. See peers below.
Johnson & Johnson key financials
Based on SEC filings · as of Jun 28, 2026
Tap a metric name to see its meaning in the glossary.
Johnson & Johnson vs Biotech & Health sector benchmark
Median of 35 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
JNJ revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-28 revenue was $25.3B, +6.6% YoY.
The largest segment is Innovative Medicine, 64.7% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Innovative Medicine segment (about 75% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding Johnson & Johnson
Per SEC N-PORT · 2026-06-30 · by weight · factual
JNJ on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Biotech & Health average
Peers · Biotech & Health
JNJ FAQ
What is Johnson & Johnson (JNJ)?
A healthcare conglomerate anchored on pharmaceuticals and medical devices, having raised its high-margin drug weighting after spinning off the consumer unit (Kenvue). A broad portfolio and a rich drug pipeline are strengths. But litigation burdens on some products, revenue decline from key-drug patent expiries, and generic competition are risks.
What sector is Johnson & Johnson in?
Johnson & Johnson is classified under Biotech & Health. Pharma, biotech, and medical devices. Driven by trial-result events.
What are Johnson & Johnson's key financials?
As of Jun 28, 2026 in SEC filings: Revenue growth (YoY) 8.1%, Operating margin 23.0%, Net margin 21.5%, ROE 36.2%, Debt-to-equity 0.44x. Definitions and interpretation are available on Stocklore.
What are Johnson & Johnson's main revenue segments?
The largest segment is Innovative Medicine, about 64.7% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Johnson & Johnson (JNJ) stock?
On Stocklore you can see JNJ's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.