| 2.23% |
| 4 | BlackRock, Inc. | 1.3M | $21.2M | +4.7% | 7.100% | 0.00% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.2M | $18.4M | +87.0% | 6.159% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 826K | $13.1M | +1.2% | 4.372% | 0.00% |
| 7 | Allianz Asset Management GmbH | 708K | $11.2M | +39.8% | 3.745% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 632K | $10.0M | -9.2% | 3.345% | 0.00% |
| 9 | EARNEST PARTNERS LLC | 552K | $8.7M | +76.0% | 2.922% | 0.03% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 487K | $7.7M | +15.7% | 2.576% | 0.00% |
| 11 | GOLDMAN SACHS GROUP INC | 472K | $7.5M | +380.0% | 2.496% | 0.00% |
| 12 | IPG Investment Advisors LLC | 469K | $7.4M | -12.5% | 2.482% | 1.07% |
| 13 | UBS Group AG | 444K | $7.0M | +464.6% | 2.347% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 443K | $7.0M | -7.5% | 2.344% | 0.00% |
| 15 | RAYMOND JAMES FINANCIAL INC | 411K | $6.5M | — | 2.176% | 0.00% |
| 16 | TWO SIGMA INVESTMENTS, LP | 411K | $6.5M | +615.3% | 2.172% | 0.00% |
| 17 | STATE STREET CORP | 393K | $6.2M | +0.8% | 2.081% | 0.00% |
| 18 | JPMORGAN CHASE & CO | 366K | $6.1M | +2.3% | 1.936% | 0.00% |
| 19 | MANNING & NAPIER ADVISORS LLC | 376K | $5.9M | 0.0% | 1.991% | 0.08% |
| 20 | D. E. Shaw & Co., Inc. | 361K | $5.7M | +115.5% | 1.912% | 0.00% |
| 21 | JANE STREET GROUP, LLC | 320K | $5.1M | +784.9% | 1.695% | 0.00% |
| 22 | PEAK6 LLC | 250K | $3.9M | — | 1.321% | 0.01% |
| 23 | ENVESTNET ASSET MANAGEMENT INC | 240K | $3.8M | +97.2% | 1.267% | 0.00% |
| 24 | BIGLARI, SARDAR | 201K | $3.2M | 0.0% | 1.061% | 5.10% |
| 25 | WELLS FARGO & COMPANY/MN | 200K | $3.2M | +75.8% | 1.057% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in JACK — a direct measure of their conviction.
| 115.75% |
| +4.04 pp |
| $562M |
| 33% |
| Q4 2024 | 202 | +2.0% | 111.71% | +5.16 pp | $835M | 4.0% |
| Q3 2024 | 198 | — | 106.55% | — | $870M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
26 institutions opened new positions in JACK during Q2 2026, while 31 fully exited. 90 added to existing positions and 18 trimmed.
JACK institutional ownership rose by 8.91 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 56.0% of all reported 13F value in JACK, and the top 25 account for 83.8%.
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