| 0.01% |
| 4 | STATE STREET CORP | 2.1M | $306.7M | +5.9% | 4.063% | 0.00% |
| 5 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.8M | $263.7M | +8.5% | 3.492% | 0.05% |
| 6 | Lifeyrissjodur verzlunarmanna (Pension Fund of Commerce) | 1.6M | $231.3M | — | 3.064% | 100.00% |
| 7 | Invesco Ltd. | 1.5M | $210.7M | +851.2% | 2.791% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $199.6M | +7.2% | 2.643% | 0.01% |
| 9 | FMR LLC | 1.1M | $153.6M | +92.3% | 2.034% | 0.01% |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 986K | $143.0M | -8.1% | 1.893% | 0.44% |
| 11 | ALLIANCEBERNSTEIN L.P. | 1.0M | $130.0M | +12.1% | 1.953% | 0.04% |
| 12 | AMERIPRISE FINANCIAL INC | 864K | $125.3M | +25.8% | 1.659% | 0.03% |
| 13 | ROYCE & ASSOCIATES LP | 788K | $114.3M | -0.2% | 1.514% | 0.92% |
| 14 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 742K | $107.6M | +34.1% | 1.425% | 0.15% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 741K | $107.5M | +1.9% | 1.424% | 0.01% |
| 16 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 712K | $103.2M | +7.1% | 1.367% | 0.91% |
| 17 | BAMCO INC /NY/ | 661K | $95.8M | +0.1% | 1.269% | 0.14% |
| 18 | NORGES BANK | 658K | $95.4M | — | 1.264% | 0.01% |
| 19 | UBS Group AG | 633K | $91.8M | +107.3% | 1.216% | 0.01% |
| 20 | NORTHERN TRUST CORP | 606K | $87.8M | +10.5% | 1.163% | 0.01% |
| 21 | CONGRESS ASSET MANAGEMENT CO | 604K | $87.6M | +8.4% | 1.160% | 0.54% |
| 22 | Channing Capital Management, LLC | 540K | $78.3M | +1078.0% | 1.038% | 1.80% |
| 23 | MORGAN STANLEY | 524K | $76.0M | +11.7% | 1.007% | 0.00% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 473K | $68.5M | +5.6% | 0.909% | 0.08% |
| 25 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 465K | $67.5M | +176.8% | 0.894% | 0.20% |
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 JBTM — a direct measure of their conviction.
| 84.51% |
| +5.87 pp |
| $5.08B |
| +3.6% |
| Q4 2024 | 320 | +4.6% | 78.64% | +11.76 pp | $4.91B | +41% |
| Q3 2024 | 306 | — | 66.88% | — | $3.47B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
51 institutions opened new positions in JBTM during Q2 2026, while 68 fully exited. 270 added to existing positions and 57 trimmed.
JBTM institutional ownership rose by 7.32 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 50.0% of all reported 13F value in JBTM, and the top 25 account for 71.1%.
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.
JBT Marel Corporation (JBTM) Institutional Ownership