Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in JCI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | 55.8M | $8.15B | -3.0% | 9.208% | 4.27% |
| 2 | BlackRock, Inc. | 54.4M | $7.95B | +6.0% | 8.982% | 0.12% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 39.8M | $5.82B | +0.2% | 6.578% | 0.12% |
| 4 | STATE STREET CORP | 28.3M | $4.14B | +2.3% | 4.669% | 0.06% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.3M | $2.96B | +1.1% | 3.348% | 0.13% |
| 6 | BANK OF AMERICA CORP /DE/ | 17.7M | $2.58B | -0.4% | 2.917% | 0.17% |
| 7 | Invesco Ltd. | 17.6M | $2.57B | +2.6% | 2.898% | 0.20% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 14.0M | $2.04B | -1.0% | 2.310% | 0.11% |
| 9 | MORGAN STANLEY | 11.9M | $1.74B | +1.1% | 1.963% | 0.09% |
| 10 | Fisher Asset Management, LLC | 10.8M | $1.57B | -38.6% | 1.778% | 0.47% |
| 11 | FRANKLIN RESOURCES INC | 8.9M | $1.30B | -44.8% | 1.474% | 0.28% |
| 12 | FIRST TRUST ADVISORS LP | 8.4M | $1.23B | +46.4% | 1.392% | 0.72% |
| 13 | NORGES BANK | 8.3M | $1.21B | — | 1.364% | 0.12% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 7.9M | $1.16B | -7.0% | 1.310% | 0.20% |
| 15 | RAYMOND JAMES FINANCIAL INC | 6.7M | $983.5M | -4.5% | 1.111% | 0.27% |
| 16 | UBS Group AG | 6.5M | $951.6M | +24.4% | 1.075% | 0.12% |
| 17 | NORTHERN TRUST CORP | 6.3M | $924.9M | -1.8% | 1.045% | 0.11% |
| 18 | FMR LLC | 6.2M | $900.4M | +1.2% | 1.017% | 0.04% |
| 19 | GOLDMAN SACHS GROUP INC | 5.3M | $773.3M | -0.9% | 0.874% | 0.07% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 4.5M | $647.0M | +50.0% | 0.742% | 0.23% |
| 21 | Legal & General Group Plc | 4.4M | $643.8M | -6.0% | 0.727% | 0.13% |
| 22 | VIKING GLOBAL INVESTORS LP | 4.2M | $614.1M | -4.9% | 0.694% | 1.75% |
| 23 | Newport Trust Company, LLC | 4.1M | $593.9M | -2.6% | 0.671% | 1.43% |
| 24 | Clearbridge Investments, LLC | 3.9M | $572.8M | -7.8% | 0.647% | 0.47% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $562.1M | +0.1% | 0.635% | 0.07% |
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 JCI — a direct measure of their conviction.
Filings activity in JCI during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new JCI position in Q2 2026
Institutions that fully closed their JCI position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,610 | +3.9% | 90.71% | 1.52 pp | $78.62B | +9.8% |
| Q1 2026 | 1,549 | +9.2% | 92.23% | 1.97 pp | $71.62B | +6.6% |
| Q4 2025 | 1,419 | +9.7% | 94.20% | 1.11 pp | $67.16B | +7.6% |
| Q3 2025 | 1,294 | 1.0% | 95.31% | 4.29 pp | $62.40B | 5.9% |
| Q2 2025 | 1,307 | +10% | 99.60% | +2.99 pp | $66.34B | +45% |
| Q1 2025 | 1,185 | +3.9% | 96.61% | 2.06 pp | $45.77B | 0.9% |
| Q4 2024 | 1,140 | +9.1% | 98.67% | +0.17 pp | $46.18B | +1.7% |
| Q3 2024 | 1,045 | — | 98.50% | — | $45.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying JCI stock.
Based on Q2 2026 13F filings, institutional ownership of Johnson Controls International plc stands at 90.7%, held across 1,610 reporting institutions.
DODGE & COX is the largest reported institutional holder of JCI, with approximately 55,776,006 shares worth $8.15B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of JCI, including Fisher Asset Management, LLC, VIKING GLOBAL INVESTORS LP.
Our composite Smart Money Score for JCI is 52 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
144 institutions opened new positions in JCI during Q2 2026, while 90 fully exited. 1,207 added to existing positions and 209 trimmed.
JCI institutional ownership fell by 1.52 percentage points quarter-over-quarter, with a net change of +61 holders.
The top 10 institutions account for 50.3% of all reported 13F value in JCI, and the top 25 account for 66.9%.
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.
Johnson Controls International plc (JCI) Institutional Ownership