Ranked by reported Q1 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 | 57.5M | $7.53B | -4.8% | 9.426% | 4.14% |
| 2 | BlackRock, Inc. | 51.3M | $6.72B | +0.5% | 8.409% | 0.12% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 39.8M | $5.21B | — | 6.519% | 0.13% |
| 4 | STATE STREET CORP | 27.7M | $3.63B | -0.7% | 4.534% | 0.13% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.1M | $2.63B | — | 3.288% | 0.14% |
| 6 | BANK OF AMERICA CORP /DE/ | 17.7M | $2.32B | -7.4% | 2.908% | 0.17% |
| 7 | Fisher Asset Management, LLC | 17.5M | $2.30B | +1.7% | 2.873% | 0.78% |
| 8 | Invesco Ltd. | 17.1M | $2.24B | +6.9% | 2.803% | 0.34% |
| 9 | FRANKLIN RESOURCES INC | 16.2M | $2.12B | -28.6% | 2.650% | 0.52% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 14.1M | $1.84B | +2.4% | 2.316% | 0.11% |
| 11 | MORGAN STANLEY | 11.8M | $1.54B | -19.1% | 1.928% | 0.09% |
| 12 | WELLINGTON MANAGEMENT GROUP LLP | 8.5M | $1.12B | -51.5% | 1.398% | 0.21% |
| 13 | UBS ASSET MANAGEMENT AMERICAS INC | 7.9M | $1.03B | +9.4% | 1.287% | 0.21% |
| 14 | RAYMOND JAMES FINANCIAL INC | 7.0M | $922.8M | +0.2% | 1.155% | 0.28% |
| 15 | NORTHERN TRUST CORP | 6.4M | $844.0M | -2.7% | 1.056% | 0.11% |
| 16 | FMR LLC | 6.1M | $797.3M | +3.8% | 0.998% | 0.04% |
| 17 | Amundi | 6.0M | $781.1M | +157.2% | 0.978% | 0.21% |
| 18 | FIRST TRUST ADVISORS LP | 5.8M | $754.5M | +28.3% | 0.944% | 0.54% |
| 19 | GOLDMAN SACHS GROUP INC | 5.3M | $699.6M | -12.4% | 0.876% | 0.08% |
| 20 | UBS Group AG | 5.2M | $685.7M | +60.5% | 0.858% | 0.10% |
| 21 | Legal & General Group Plc | 4.7M | $613.9M | -11.2% | 0.768% | 0.14% |
| 22 | VIKING GLOBAL INVESTORS LP | 4.4M | $578.8M | -25.3% | 0.724% | 1.62% |
| 23 | Clearbridge Investments, LLC | 4.3M | $556.6M | -11.2% | 0.697% | 0.48% |
| 24 | Newport Trust Co | 4.2M | $546.3M | -2.1% | 0.684% | 1.34% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $503.4M | +1.8% | 0.630% | 0.08% |
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 Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,519 | +8.0% | 79.34% | +3.68 pp | $70.17B | +4.9% |
| Q4 2025 | 1,406 | +9.8% | 75.66% | +6.17 pp | $66.91B | +8.9% |
| Q3 2025 | 1,280 | 2.1% | 69.49% | 5.51 pp | $61.46B | 7.3% |
| Q2 2025 | 1,307 | +10% | 75.00% | +23.25 pp | $66.34B | +45% |
| Q1 2025 | 1,185 | +3.9% | 51.75% | 0.46 pp | $45.77B | 0.9% |
| Q4 2024 | 1,140 | +9.1% | 52.21% | +0.89 pp | $46.18B | +1.7% |
| Q3 2024 | 1,045 | +4.1% | 51.32% | 9.50 pp | $45.39B | 16% |
| Q2 2024 | 1,004 | — | 60.82% | — | $53.79B | — |
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 Q1 2026 13F filings, institutional ownership of Johnson Controls International plc stands at 79.3%, held across 1,519 reporting institutions.
DODGE & COX is the largest reported institutional holder of JCI, with approximately 57,506,214 shares worth $7.53B as of Q1 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 78 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
231 institutions opened new positions in JCI during Q1 2026, while 118 fully exited. 1,020 added to existing positions and 260 trimmed.
JCI institutional ownership rose by 3.68 percentage points quarter-over-quarter, with a net change of +113 holders.
The top 10 institutions account for 52.1% of all reported 13F value in JCI, and the top 25 account for 69.1%.
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.