13F institutional ownership facts

Institutions tracked

50

Reported value

$740,041,402.00

Reported shares

5,651,328

Latest filing period

Q1 2026

Top institutional holders

  1. Dodge & Cox · $7,530,438,723 · 4.14%
  2. Ken Fisher - Fisher Asset Management · $2,295,097,372 · 0.78%
  3. Franklin Resources · $2,116,935,706 · 0.52%
  4. Dmitry Balyasny - Balyasny Asset Management · $302,869,672 · 0.39%
  5. Invesco · $2,239,592,340 · 0.34%
  6. Adage Capital Partners · $198,477,772 · 0.31%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$JCI

Institutional Holdings

50

Top Institutions

Top Institutions

1

Dodge & Cox

57,506,214 shares

4.14%

% of Portfolio

2

Ken Fisher - Fisher Asset Management

17,526,516 shares

0.78%

% of Portfolio

3

Franklin Resources

16,165,985 shares

0.52%

% of Portfolio

4

Dmitry Balyasny - Balyasny Asset Management

2,312,865 shares

0.39%

% of Portfolio

5

Invesco

17,102,653 shares

0.34%

% of Portfolio

6

Adage Capital Partners

1,515,676 shares

0.31%

% of Portfolio

7

SG Americas Securities

2,068,995 shares

0.29%

% of Portfolio

8

Steve Cohen - Point72 Asset Management

1,420,606 shares

0.24%

% of Portfolio

9

Andreas Halvorsen - Viking Global Investors

4,419,923 shares

1.62%

% of Portfolio

10

Robeco Institutional Asset Management

1,593,923 shares

0.30%

% of Portfolio

11

Wellington Management

8,530,712 shares

0.21%

% of Portfolio

12

Cliff Asness - AQR Capital Management

2,996,781 shares

0.18%

% of Portfolio

13

Legal & General

4,688,264 shares

0.14%

% of Portfolio

14

State Street Corp

27,662,554 shares

0.13%

% of Portfolio

15

Larry Fink - BlackRock

51,303,142 shares

0.12%

% of Portfolio

16

Mitsubishi Ufj Asset Management Co., Ltd.

1,386,797 shares

0.12%

% of Portfolio

17

New York State Teachers Retirement System

464,429 shares

0.12%

% of Portfolio

18

Geode Capital Management

14,129,111 shares

0.11%

% of Portfolio

19

Northern Trust Corp

6,444,992 shares

0.11%

% of Portfolio

20

Canada Pension Plan Investment Board

1,231,992 shares

0.10%

% of Portfolio

21

Renaissance Technologies

503,414 shares

0.10%

% of Portfolio

22

UBS Group

5,236,542 shares

0.10%

% of Portfolio

23

CalPERS

1,076,676 shares

0.09%

% of Portfolio

24

Morgan Stanley

11,765,750 shares

0.09%

% of Portfolio

25

BNP Paribas

1,183,616 shares

0.08%

% of Portfolio

26

Charles Schwab

3,843,998 shares

0.08%

% of Portfolio

27

Israel Englander - Millennium Management

1,391,522 shares

0.08%

% of Portfolio

28

Nuveen

2,356,023 shares

0.08%

% of Portfolio

29

David Solomon - Goldman Sachs

4,862,996 shares

0.07%

% of Portfolio

30

Jane Street Group

3,794,961 shares

0.06%

% of Portfolio

31

Jennison Associates

1,154,315 shares

0.10%

% of Portfolio

32

Capital World Investors

3,839,076 shares

0.07%

% of Portfolio

33

Ensign Peak Advisors

304,485 shares

0.07%

% of Portfolio

34

Ken Griffin - Citadel Advisors

1,644,729 shares

0.03%

% of Portfolio

35

T. Rowe Price

2,103,874 shares

0.03%

% of Portfolio

36

AllianceBernstein (AB)

636,364 shares

0.02%

% of Portfolio

37

Two Sigma Investments

175,004 shares

0.02%

% of Portfolio

38

David E. Shaw - D.E. Shaw & Co.

136,986 shares

0.01%

% of Portfolio

39

Voya Investment Mgmt

104,007 shares

0.01%

% of Portfolio

40

Fidelity International (FIL)

252,678 shares

0.03%

% of Portfolio

41

Janus Henderson Group

105,064 shares

0.01%

% of Portfolio

42

Neuberger Berman

66,356 shares

0.01%

% of Portfolio

43

PNC Financial Services

147,884 shares

0.01%

% of Portfolio

44

Mike Hankin - Brown Advisory INC

14,502 shares

NaN%

% of Portfolio

45

Bill Nygren - Oakmark Select Fund

7,350 shares

NaN%

% of Portfolio

46

Jefferies Group

524,615 shares

0.47%

% of Portfolio

47

Mario Gabelli - GAMCO Investors

329,405 shares

0.42%

% of Portfolio

48

Verition Fund Management LLC

257,594 shares

0.22%

% of Portfolio

49

Dan Sundheim - D1 Capital Partners

1,224,055 shares

1.43%

% of Portfolio

50

Joel Greenblatt - Gotham Asset Management

411,569 shares

0.17%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

29%

LARGE

23%

MEDIUM

27%

SMALL

21%

Geographic Distribution

North America
59%
Europe
23%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

34

Sellers

18

Holders

92

New

9

Exited

13

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Insider TradingPRO

Trading Statistics

Insider Buyers

12

Insider Sellers

18

Purchase Value

$24.4M

Role Distribution

CEO
24%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

89

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
84
Recent Activity
68
Concentration
72
Momentum
81
Stability
60

Recent Actions

New

9

Increased

23

Decreased

20

Exited

6

Total

50

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