TB
Tweedy Browne disclosed increased in JOHNSON & JOHNSON
Tweedy Browne filed a 13F change in JOHNSON & JOHNSON (478160104) on 2025-11-20, covering period end 2025-09-30.
Action
Increased
Capital
$44,872,196 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
101 changes from Tweedy Browne, filed 2025-11-20 for period end 2025-09-30.
$1.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
462222100 IONIS PHARMACEUTICALS INC. | Increased | $75.5M | $189.8M | 6.56% |
N20944109 CNH INDUSTRIAL NV | Reduced | -$28.4M | $144.1M | 2.47% |
191241108 COCA COLA FEMSA | Reduced | -$17.6M | $100.2M | 1.53% |
478160104 JOHNSON & JOHNSON | Increased | $7.5M | $44.9M | 0.65% |
52800109 AUTOLIV INC. | Increased | $5.0M | $53.4M | 0.43% |
84670108 BERKSHIRE HATHAWAY INC | Reduced | -$2.9M | $108.6M | 0.25% |
53332102 AUTOZONE, INC. | Increased | $2.5M | $25.0M | 0.22% |
302491303 FMC CORP. | Reduced | -$2.4M | $7.5M | 0.21% |
23586506 U-HAUL HOLDING CO - NON VOTING | Reduced | -$2.2M | $23.6M | 0.19% |
64058100 BANK OF NEW YORK MELLON CORP | Increased | $2.1M | $15.1M | 0.18% |
81211K100 SEALED AIR CORPORATION | Increased | $2.0M | $18.0M | 0.17% |
861896108 STONEX GROUP, INC. | New | $2.0M | $2.0M | 0.17% |
60505104 BANK OF AMERICA CORP COM | Increased | $1.4M | $19.7M | 0.12% |
89832Q109 TRUIST FINANCIAL CORP | Increased | $1.4M | $26.3M | 0.12% |
76118Y104 RESIDEO TECHNOLOGIES | Increased | $1.3M | $1.7M | 0.11% |
92532F100 VERTEX PHARMACEUTICALS | Reduced | -$1.3M | $15.3M | 0.11% |
4.0416E+107 HCI GROUP INC | Increased | $1.1M | $1.8M | 0.09% |
25243Q205 DIAGEO P L C - ADR | Reduced | -$1.1M | $12.1M | 0.09% |
29415F104 ENVISTA HOLDINGS CORP | Increased | $1.0M | $29.6M | 0.09% |
693475105 PNC FINANCIAL SERVICES GROUP INC. | New | $1.0M | $1.0M | 0.09% |
36752103 ELEVANCE HEALTH | New | $871,132 | $871,132 | 0.08% |
36237H101 G III APPAREL | New | $861,978 | $861,978 | 0.07% |
948849104 WEIS MARKETS INC | New | $834,411 | $834,411 | 0.07% |
37045V100 GENERAL MOTORS | Increased | $812,800 | $1.3M | 0.07% |
02079K107 ALPHABET INC-CL C | Reduced | -$805,665 | $1.5M | 0.07% |
31428X106 FEDEX CORP. | Increased | $792,070 | $26.7M | 0.07% |
949746101 WELLS FARGO & CO | Increased | $774,959 | $48.7M | 0.07% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Increased | $757,367 | $4.0M | 0.07% |
01973R101 ALLISON TRANSMISSION HLD | New | $745,331 | $745,331 | 0.06% |
959802109 WESTERN UNION | New | $738,412 | $738,412 | 0.06% |
911312106 UNITED PARCEL SERVICE | New | $713,847 | $713,847 | 0.06% |
48268K101 KT CORP - ADR | Increased | $677,382 | $1.4M | 0.06% |
97650W108 WINTRUST FINANCIAL | Increased | $651,103 | $1.2M | 0.06% |
989701107 ZIONS BANCORPORATION N.A. | Increased | $645,950 | $1.2M | 0.06% |
05329W102 AUTONATION, INC. | Increased | $630,247 | $1.1M | 0.05% |
Y2990R101 HAFNIA LTD | Increased | $585,647 | $967,966 | 0.05% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Increased | $522,901 | $49.8M | 0.05% |
1084102 AGCO CORP. | Increased | $514,754 | $1.0M | 0.04% |
G89479102 TORM PLC-A | Increased | $506,855 | $824,944 | 0.04% |
00751Y106 ADVANCE AUTO PARTS INC. | Increased | $505,736 | $799,367 | 0.04% |
01877R108 ALLIANCE RESOURCE PARTNERS LP | Increased | $502,246 | $1.0M | 0.04% |
15135U109 CENOVUS ENERGY | Increased | $496,494 | $797,211 | 0.04% |
32055Y201 FIRST INTERSTATE BANCSYSTEM INC | Increased | $483,735 | $868,107 | 0.04% |
18581108 BREAD FINANCIAL HOLDINGS, INC. | Increased | $468,826 | $939,780 | 0.04% |
513272104 LAMB WESTON HOLDINGS INC | Increased | $465,969 | $824,097 | 0.04% |
403949100 HF SINCLAIR CORP | Increased | $464,566 | $748,881 | 0.04% |
G65431127 NOBLE CORP PLC | Increased | $455,577 | $839,039 | 0.04% |
67077M108 NUTRIEN LTD | Increased | $453,672 | $858,476 | 0.04% |
185899101 CLEVELAND-CLIFFS INC | Increased | $440,388 | $634,241 | 0.04% |
88642R109 TIDEWATER INC | Increased | $438,079 | $756,699 | 0.04% |
126650100 CVS CORP. | Increased | $431,706 | $780,814 | 0.04% |
20825C104 CONOCOPHILLIPS | Increased | $426,538 | $2.3M | 0.04% |
20848V105 CONSENSUS CLOUD | Increased | $421,630 | $683,499 | 0.04% |
828730200 SIMMONS FIRS NATIONAL CORP-A | Increased | $410,397 | $798,622 | 0.04% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $402,843 | $9.8M | 0.03% |
91324P102 UNITEDHEALTH GROUP | Increased | $396,299 | $737,906 | 0.03% |
423452101 HELMERICH & PAYNE | Increased | $388,491 | $582,933 | 0.03% |
29082K105 EMBECTA CORP | Increased | $387,726 | $582,447 | 0.03% |
902494103 TYSON FOODS | Increased | $384,085 | $770,463 | 0.03% |
42735100 ARROW ELECTRIC | Increased | $380,320 | $780,450 | 0.03% |
292218104 EMPLOYERS HOLDING INC | Increased | $377,487 | $822,583 | 0.03% |
07556Q881 BEAZER HOMES USA | Increased | $374,607 | $671,099 | 0.03% |
3.7959E+106 GLOBE LIFE INC. | Increased | $372,051 | $4.2M | 0.03% |
53220K504 LIGAND PHARMACEUTICALS | Sold out | -$356,955 | $0 | 0.03% |
69121K104 BLUE OWL CAPITAL CORP | Increased | $350,987 | $774,232 | 0.03% |
Y2106R110 DORIAN LPG LIMITED | Increased | $346,965 | $576,600 | 0.03% |
576485205 MATADOR RESOURCES CO. | Increased | $335,874 | $695,921 | 0.03% |
110122108 BRISTOL-MYERS SQUIBB CO | Increased | $319,870 | $652,417 | 0.03% |
12653101 ALBEMARLE CORP | New | $313,699 | $313,699 | 0.03% |
829933100 SIRIUS XM HOLDINGS INC | Increased | $311,992 | $600,495 | 0.03% |
1744101 AMN HEALTHCARE SERVICES INC | New | $299,693 | $299,693 | 0.03% |
49177J102 KENVUE INC. | Reduced | -$293,692 | $666,095 | 0.03% |
09225M101 BLACKSTONE MINE | Increased | $288,308 | $561,091 | 0.03% |
902973304 US BANCORP | Increased | $287,405 | $9.5M | 0.02% |
422347104 HEARTLAND EXPRESS INC. | Increased | $285,268 | $576,125 | 0.02% |
8.9151E+113 TOTALENERGIES SE ADR | Reduced | -$284,823 | $7.9M | 0.02% |
25816109 AMERICAN EXPRESS CO | Increased | $280,977 | $22.0M | 0.02% |
25179M103 DEVON ENERGY CORP | Increased | $277,754 | $497,466 | 0.02% |
743315103 PROGRESSIVE CORP | Reduced | -$272,986 | $3.4M | 0.02% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Increased | $265,199 | $725,644 | 0.02% |
227046109 CROCS INC | Increased | $265,001 | $646,928 | 0.02% |
02079K305 ALPHABET INC-CL A | Increased | $254,855 | $56.9M | 0.02% |
43114Q105 HIGHPEAK ENERGY, INC. | Sold out | -$243,746 | $0 | 0.02% |
74319N100 PROFRAC HOLDINGS A | Sold out | -$214,424 | $0 | 0.02% |
37733W204 GSK PLC ADR | Increased | $213,762 | $3.5M | 0.02% |
G4412G101 HERBALIFE LTD | Increased | $186,075 | $372,508 | 0.02% |
74348T102 PROSPECT CAPITAL CORP | Increased | $170,799 | $383,961 | 0.01% |
17275R102 CISCO SYSTEMS INC | Reduced | -$167,178 | $3.8M | 0.01% |
718546104 PHILLIPS 66 | Increased | $164,654 | $1.7M | 0.01% |
904767704 UNILEVER PLC SPONSORED ADR | Reduced | -$139,204 | $3.7M | 0.01% |
20030N101 COMCAST CORPORATION - CLASS A | Reduced | -$136,915 | $989,604 | 0.01% |
20602D101 CONCENTRIX CORP | Reduced | -$131,928 | $653,392 | 0.01% |
405552100 HALEON PLC ADR | Reduced | -$108,766 | $687,712 | 0.01% |
15135B101 CENTENE CORP | Increased | $95,515 | $368,218 | 0.01% |
291011104 EMERSON ELECTRIC CO | Reduced | -$86,552 | $1.2M | 0.01% |
L72967109 ORION SA | Increased | $82,950 | $254,241 | 0.01% |
71813109 BAXTER INTERNATIONAL INC | Reduced | -$74,079 | $221,757 | 0.01% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Increased | $28,193 | $3.4M | 0.00% |
731105201 POLESTAR AUTOMOTIVE-CL A | Sold out | -$24,189 | $0 | 0.00% |
92343V104 VERIZON COMMUNICATIONS | Increased | $13,618 | $1.1M | 0.00% |
907818108 UNION PACIFIC CORP | Reduced | -$8,433 | $4.8M | 0.00% |