Independent Franchise Partners LLP
Top Portfolio Positions
23 positions ·
$14,883,328,719 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TRU |
TransUnion
Financial Services
|
24,263,888 | $1,678,818,410 | 11.28% | |
| IT |
Gartner Inc
Technology
|
9,201,542 | $1,456,972,160 | 9.79% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
21,275,474 | $1,290,357,498 | 8.67% | |
| SOLV |
Solventum Corp
Healthcare
|
15,733,495 | $1,027,397,223 | 6.90% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
5,864,757 | $894,434,090 | 6.01% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
49,208,848 | $848,360,539 | 5.70% | |
| AON |
Aon plc
Financial Services
|
2,588,002 | $835,355,285 | 5.61% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
4,955,192 | $779,352,597 | 5.24% | |
| NWSA |
News Corp
Communication Services
|
30,924,574 | $770,949,629 | 5.18% | |
| CRM |
Salesforce, Inc.
Technology
|
4,035,050 | $753,222,783 | 5.06% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JNJ
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $726,337,815 | 2,971,436 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $756,677,286 | 3,656,329 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $850,871,983 | 4,588,890 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $801,042,079 | 5,244,138 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $879,372,570 | 5,302,536 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $751,224,396 | 5,194,471 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $683,286,285 | 4,216,255 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $564,481,612 | 3,862,080 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $640,747,329 | 4,050,492 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $360,944,006 | 2,302,820 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $376,449,619 | 2,417,012 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $403,073,145 | 2,435,193 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $376,525,845 | 2,429,199 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $430,622,178 | 2,437,714 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $405,412,635 | 2,481,713 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $514,269,546 | 2,897,130 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $569,099,708 | 3,211,080 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $576,084,041 | 3,367,534 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $549,978,237 | 3,405,438 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $599,073,220 | 3,636,477 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $639,538,935 | 3,891,323 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $599,184,218 | 3,807,245 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $552,828,064 | 3,713,246 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $725,907,871 | 5,161,828 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $670,476,213 | 5,113,065 | Shares | Other | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||