| 6.537% |
| 0.01% |
| 4 | STATE STREET CORP | 3.7M | $510.1M | -6.4% | 5.213% | 0.01% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | $490.3M | -0.9% | 5.010% | 0.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $378.8M | +19.6% | 3.876% | 0.02% |
| 7 | MORGAN STANLEY | 2.4M | $327.1M | -11.5% | 3.342% | 0.02% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.1M | $290.0M | +390.9% | 2.964% | 0.13% |
| 9 | CIBC Bancorp USA Inc. | 1.9M | $262.9M | -0.1% | 2.687% | 0.32% |
| 10 | Invesco Ltd. | 1.9M | $259.1M | +1.5% | 2.648% | 0.02% |
| 11 | VAN ECK ASSOCIATES CORP | 1.3M | $180.2M | +1918.2% | 1.841% | 0.11% |
| 12 | WELLS FARGO & COMPANY/MN | 1.3M | $177.5M | -6.7% | 1.814% | 0.03% |
| 13 | Neuberger Berman Group LLC | 1.2M | $164.5M | +10.0% | 1.681% | 0.05% |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.2M | $161.4M | -19.6% | 1.649% | 0.03% |
| 15 | NORGES BANK | 1.0M | $137.8M | — | 1.408% | 0.01% |
| 16 | TD ASSET MANAGEMENT INC | 929K | $127.9M | +12.7% | 1.307% | 0.11% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 872K | $120.1M | +15.9% | 1.227% | 0.02% |
| 18 | Epoch Investment Partners, Inc. | 830K | $114.3M | +21.7% | 1.168% | 0.65% |
| 19 | FIRST TRUST ADVISORS LP | 777K | $107.0M | +5.8% | 1.094% | 0.06% |
| 20 | RAYMOND JAMES FINANCIAL INC | 762K | $104.9M | -6.4% | 1.072% | 0.03% |
| 21 | UBS Group AG | 733K | $101.0M | -14.3% | 1.032% | 0.01% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 665K | $91.5M | +0.2% | 0.935% | 0.01% |
| 23 | Bank of New York Mellon Corp | 636K | $87.7M | +0.0% | 0.896% | 0.01% |
| 24 | NORTHERN TRUST CORP | 620K | $85.4M | -15.3% | 0.872% | 0.01% |
| 25 | STIFEL FINANCIAL CORP | 515K | $70.9M | -2.4% | 0.724% | 0.06% |
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 JKHY — a direct measure of their conviction.
| 97.85% |
| 0.31 pp |
| $11.96B |
| 1.2% |
| Q4 2024 | 700 | +2.9% | 98.16% | +3.02 pp | $12.10B | +6.9% |
| Q3 2024 | 680 | — | 95.14% | — | $11.32B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
91 institutions opened new positions in JKHY during Q2 2026, while 146 fully exited. 132 added to existing positions and 470 trimmed.
JKHY institutional ownership fell by 4.08 percentage points quarter-over-quarter, with a net change of -52 holders.
The top 10 institutions account for 48.8% of all reported 13F value in JKHY, and the top 25 account for 68.3%.
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 Henry & Associates, Inc. (JKHY) Institutional Ownership