Clifford Capital Partners Trims Johnson & Johnson Stake

Institutional investor reduces holding in healthcare giant by 10.4% in Q3

Mar. 15, 2026 at 10:49am

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Clifford Capital Partners LLC, an institutional investor, decreased its stake in shares of Johnson & Johnson (NYSE:JNJ) by 10.4% in the third quarter, according to a recent 13F filing with the Securities and Exchange Commission. The firm now owns 129,674 shares of the company's stock, valued at $24,044,000 as of the filing.

Why it matters

Johnson & Johnson is a major pharmaceutical and healthcare company, and changes in institutional ownership can provide insights into investor sentiment around the stock. Clifford Capital Partners' reduction in its JNJ position may signal broader market concerns or a shift in the firm's investment strategy.

The details

According to the 13F filing, Clifford Capital Partners sold 15,010 shares of Johnson & Johnson stock during the third quarter. The firm's total position in JNJ now represents approximately 4.2% of its overall investment portfolio, making it the fourth-largest holding. No specific reasons were provided for the stake reduction.

  • Clifford Capital Partners filed the 13F disclosure for the third quarter of 2026.

The players

Clifford Capital Partners LLC

An institutional investment firm that manages a portfolio of public equities.

Johnson & Johnson

A multinational pharmaceutical and medical devices company headquartered in New Brunswick, New Jersey.

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The takeaway

The reduction in Clifford Capital Partners' Johnson & Johnson stake, while relatively modest, could signal broader market concerns about the healthcare sector or the firm's own investment strategy shifts. However, without further context, it's difficult to draw definitive conclusions about the motivations behind the portfolio change.