Ninety One UK Ltd

CIK

1418329

City

London

State / Country

Stock

JNJ — Johnson & Johnson

Top Portfolio Positions

226 positions · $43,525,760,306 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	8,274,555	$2,379,431,035	5.47%
MSFT	Microsoft Corp Technology	5,396,305	$1,997,550,221	4.59%
NVDA	Nvidia Corp Technology	11,287,143	$1,968,477,739	4.52%
V	Visa Inc. Financial Services	6,112,245	$1,847,364,928	4.24%
JNJ	Johnson & Johnson Healthcare	6,642,299	$1,623,643,567	3.73%
TKO	TKO Group Holdings, Inc. Communication Services	7,355,736	$1,483,284,163	3.41%
AAPL	Apple Inc. Technology	5,062,702	$1,284,863,140	2.95%
PM	Philip Morris International Inc. Consumer Defensive	7,161,703	$1,184,115,974	2.72%
BKNG	Booking Holdings Inc. Consumer Cyclical	253,374	$1,066,785,569	2.45%
EW	Edwards Lifesciences Corp Healthcare	12,396,143	$992,683,131	2.28%

Portfolio Trend

25 quarters · across all stocks

Holdings in JNJ

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,623,643,567	6,642,299	-2.5%	Shares	Sole	2026-04-24
2025-12-31	$1,409,484,298	6,810,748	+2.6%	Shares	Sole	2026-01-27
2025-09-30	$1,231,210,308	6,640,116	-5.4%	Shares	Sole	2025-11-13
2025-06-30	$1,071,719,051	7,016,164	+1.3%	Shares	Sole	2025-07-18
2025-03-31	$1,148,117,782	6,923,045	-5.3%	Shares	Sole	2025-04-30
2024-12-31	$1,057,574,966	7,312,785	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$1,182,194,639	7,294,796	+8.7%	Shares	Sole	2024-11-12
2024-06-30	$980,579,108	6,708,943	+59.0%	Shares	Sole	2024-07-22
2024-03-31	$667,406,457	4,219,018	-4.9%	Shares	Sole	2024-04-25
2023-12-31	$695,300,677	4,436,013	+0.3%	Shares	Sole	2024-01-31
2023-09-30	$688,904,989	4,423,146	-5.3%	Shares	Sole	2023-10-10
2023-06-30	$773,088,801	4,670,667	-2.2%	Shares	Sole	2023-07-19
2023-03-31	$739,998,520	4,774,184	-1.9%	Shares	Sole	2023-04-28
2022-12-31	$859,876,555	4,867,685	-8.4%	Shares	Sole	2023-02-07
2022-09-30	$868,430,418	5,316,053	+6.7%	Shares	Sole	2022-11-14
2022-06-30	$884,159,914	4,980,902	-22.6%	Shares	Sole	2022-08-15
2022-03-31	$1,140,899,693	6,437,396	+3.5%	Shares	Sole	2022-05-26
2021-12-31	$1,063,583,931	6,217,244	-3.6%	Shares	Sole	2022-02-11
2021-09-30	$1,042,065,991	6,452,421	+8.1%	Shares	Sole	2021-11-02
2021-06-30	$983,480,996	5,969,898	+11.6%	Shares	Sole	2021-08-12
2021-03-31	$879,093,687	5,348,912	-3.0%	Shares	Sole	2021-05-07
2020-12-31	$867,748,781	5,513,717	-5.4%	Shares	Sole	2021-02-05
2020-09-30	$867,670,109	5,827,983	+5.7%	Shares	Sole	2020-11-12
2020-06-30	$775,477,837	5,514,313	-1.5%	Shares	Sole	2020-09-04
2020-03-31	$734,373,108	5,600,344	—	Shares	Sole	2020-05-12
No 13F history on record for this holder in this stock.