Johnson & Johnson Reports Q3 2026 Institutional Holdings Totaling $761.7M
JOHNSON & JOHNSON
Subscribe to track JNJ
Premium users can add ticker alerts and receive realtime notification updates.
Filing Summary
Form 13F-HR Filing Summary: JOHNSON & JOHNSON • Report Period: September 30, 2026 • Filing Date: October 26, 2026 • Total Portfolio Value: $761,691,304 • Total Positions: 15 holdings • Top Positions:
- Protagonist Therapeutics Inc: $345.07M (2,449,183 shares)
- Nanobiotix: $175.24M (5,623,816 shares)
- MeiraGTx Holdings plc: $73.05M (6,641,064 shares)
- Rapport Therapeutics Inc: $59.96M (1,784,517 shares)
- Contineum Therapeutics Inc: $26.56M (1,979,173 shares)
- Cerebras Systems Inc: $22.85M (128,649 shares)
Comprehensive Analysis
Executive Summary
Johnson & Johnson filed its quarterly Form 13F-HR for the reporting period ending September 30, 2026, revealing 15 institutional equity holdings with an aggregate market value of $761,691,304. Holdings are predominantly held through its venture capital arm, Johnson & Johnson Innovation – JJDC, Inc. (CIK: 0000924020).
Top Portfolio Holdings
- Protagonist Therapeutics Inc (PTGX): $345,065,393 (2,449,183 shares) — Represents the largest allocation (~45.3% of total reported 13F assets).
- Nanobiotix (NBTX): $175,238,107 (5,623,816 ADS) — Second-largest holding (~23.0% of total reported 13F assets).
- MeiraGTx Holdings plc (MGTX): $73,051,704 (6,641,064 shares) — ~9.6% of portfolio.
- Rapport Therapeutics Inc (RAPP): $59,959,771 (1,784,517 shares) — ~7.9% of portfolio.
- Contineum Therapeutics Inc (CTNM): $26,560,502 (1,979,173 shares) — ~3.5% of portfolio.
- Cerebras Systems Inc: $22,854,495 (128,649 shares).
- Xencor Inc (XNCR): $18,664,147 (748,062 shares).
- Legend Biotech Corp (LEGN): $16,202,116 (814,586 ADS).
Notable Observations
- Strategic Alignment: The holdings reflect Johnson & Johnson’s corporate venture investments via JJDC, Inc., focused heavily on clinical-stage biotechnology, cell and gene therapies, and precision medicine.
- Concentration: Over 68% of the disclosed portfolio is concentrated within the top two positions (Protagonist Therapeutics and Nanobiotix).
Get Real-Time Alerts
Join our community to receive instant notifications when high-significance filings are published
Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.