Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JACK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Callodine Capital Management, LP | 1.8M | $17.0M | +3.5% | 9.230% | 1.19% |
| 2 | BIGLARI CAPITAL CORP. | 1.7M | $16.3M | 0.0% | 8.827% | 1.75% |
| 3 | Nantahala Capital Management, LLC | 1.5M | $14.9M | +78.1% | 8.088% | 0.77% |
| 4 | BlackRock, Inc. | 1.3M | $12.4M | -9.7% | 6.719% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 817K | $7.9M | β | 4.282% | 0.00% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 696K | $6.7M | +8.9% | 3.649% | 0.00% |
| 7 | BANK OF AMERICA CORP /DE/ | 623K | $6.0M | +21.2% | 3.265% | 0.00% |
| 8 | IPG Investment Advisors LLC | 536K | $5.2M | +24.4% | 2.812% | 0.89% |
| 9 | MARSHALL WACE, LLP | 526K | $5.1M | +1431.2% | 2.757% | 0.01% |
| 10 | Allianz Asset Management GmbH | 506K | $4.9M | +63.5% | 2.655% | 0.01% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 479K | $4.6M | β | 2.512% | 0.00% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 421K | $4.1M | -4.8% | 2.206% | 0.00% |
| 13 | STATE STREET CORP | 390K | $3.8M | -4.1% | 2.046% | 0.00% |
| 14 | MANNING & NAPIER ADVISORS LLC | 376K | $3.6M | +0.4% | 1.973% | 0.05% |
| 15 | EARNEST PARTNERS LLC | 314K | $3.0M | +1.8% | 1.646% | 0.01% |
| 16 | MILLENNIUM MANAGEMENT LLC | 288K | $2.8M | β | 1.512% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 281K | $2.7M | β | 1.475% | 0.00% |
| 18 | MORGAN STANLEY | 236K | $2.3M | -38.8% | 1.237% | 0.00% |
| 19 | BIGLARI, SARDAR | 201K | $1.9M | 0.0% | 1.052% | 3.81% |
| 20 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 194K | $1.9M | +255.6% | 1.015% | 0.12% |
| 21 | Engineers Gate Manager LP | 190K | $1.8M | β | 0.996% | 0.02% |
| 22 | Windward Management LP | 182K | $1.8M | -53.3% | 0.956% | 9.81% |
| 23 | Seven Six Capital Management, LLC | 181K | $1.8M | +53.0% | 0.950% | 1.88% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 184K | $1.7M | +55.2% | 0.966% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 170K | $1.6M | β | 0.890% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in JACK β a direct measure of their conviction.
Filings activity in JACK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new JACK position in Q1 2026
Institutions that fully closed their JACK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 137 | 12% | 64.25% | 63.84 pp | $164M | 50% |
| Q4 2025 | 156 | 2.5% | 128.09% | 21.75 pp | $327M | 15% |
| Q3 2025 | 160 | 13% | 149.84% | 50.15 pp | $382M | 77% |
| Q2 2025 | 183 | 7.6% | 199.99% | +0.00 pp | $1.63B | +191% |
| Q1 2025 | 198 | 2.0% | 199.99% | +0.00 pp | $562M | 33% |
| Q4 2024 | 202 | +2.0% | 199.99% | +0.00 pp | $835M | 4.0% |
| Q3 2024 | 198 | 3.4% | 199.99% | +0.00 pp | $870M | 13% |
| Q2 2024 | 205 | β | 199.99% | β | $999M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying JACK stock.
Based on Q1 2026 13F filings, institutional ownership of Jack in the Box Inc. stands at 64.3%, held across 137 reporting institutions.
Callodine Capital Management, LP is the largest reported institutional holder of JACK, with approximately 1,760,470 shares worth $0.02B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of JACK, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for JACK is 43 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in JACK during Q1 2026, while 46 fully exited. 15 added to existing positions and 91 trimmed.
JACK institutional ownership fell by 63.84 percentage points quarter-over-quarter, with a net change of -19 holders.
The top 10 institutions account for 58.9% of all reported 13F value in JACK, and the top 25 account for 82.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Jack in the Box Inc. (JACK) Institutional Ownership