50% buyers of institutions opening or closing positions this quarter
new buyers and exits are balanced, ownership fell 0.32 percentage points vs the prior quarter, and 2 well-known fund managers in the top 25.
50% buyers of institutions opening or closing positions this quarter
57.8% institutional ownership
Peapod Lane Capital portfolio allocation
Institutional ownership vs Leisure peers
No Form 4 insider transactions on file
Latest positioning in JOUT across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in JOUT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Johnson Financial Group, Inc. | 951K | $44.2M | -44.1% | 9.075% | 1.60% |
| 2 | BlackRock, Inc. | 439K | $20.4M | +5.1% | 4.194% | 0.00% |
| 3 | GAMCO INVESTORS, INC. ET AL | 428K | $19.9M | +2.3% | 4.083% | 0.20% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 354K | $16.5M | -7.4% | 3.383% | 0.00% |
| 5 | Wallace Capital Management Inc. | 249K | $11.6M | +31.5% | 2.376% | 1.33% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 213K | $9.9M | — | 2.033% | 0.00% |
| 7 | Divisadero Street Capital Management, LP | 190K | $8.8M | -9.3% | 1.814% | 0.37% |
| 8 | DEPRINCE RACE & ZOLLO INC | 175K | $8.1M | -33.6% | 1.671% | 0.15% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 151K | $7.0M | +4.0% | 1.439% | 0.00% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 149K | $6.9M | +48.7% | 1.421% | 0.00% |
| 11 | First Eagle Investment Management, LLC | 139K | $6.5M | 0.0% | 1.326% | 0.01% |
| 12 | Russell Investments Group, Ltd. | 133K | $6.2M | -21.5% | 1.272% | 0.01% |
| 13 | STATE STREET CORP | 130K | $6.1M | -1.6% | 1.242% | 0.00% |
| 14 | Aristides Capital LLC | 130K | $6.0M | +14.9% | 1.240% | 1.31% |
| 15 | TWO SIGMA INVESTMENTS, LP | 124K | $5.8M | +104.2% | 1.183% | 0.00% |
| 16 | Allspring Global Investments Holdings, LLC | 119K | $5.6M | +19.8% | 1.140% | 0.01% |
| 17 | De Lisle Partners LLP | 103K | $4.8M | 0.0% | 0.981% | 0.57% |
| 18 | AMERICAN CENTURY COMPANIES INC | 98K | $4.5M | +33.7% | 0.932% | 0.00% |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 79K | $3.7M | -2.7% | 0.752% | 0.01% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 73K | $3.4M | +1.1% | 0.699% | 0.01% |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 72K | $3.4M | +5.8% | 0.689% | 0.07% |
| 22 | Bank of New York Mellon Corp | 71K | $3.3M | +16.3% | 0.674% | 0.00% |
| 23 | Peapod Lane Capital LLC | 66K | $3.1M | -32.6% | 0.627% | 2.51% |
| 24 | GOLDMAN SACHS GROUP INC | 64K | $3.0M | +111.9% | 0.610% | 0.00% |
| 25 | ESSEX INVESTMENT MANAGEMENT CO LLC | 63K | $2.9M | — | 0.600% | 0.46% |
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 JOUT — a direct measure of their conviction.
Filings activity in JOUT 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 | 137 | +0.0% | 57.77% | 0.32 pp | $283M | 0.5% |
| Q4 2025 | 137 | +14% | 58.09% | +1.06 pp | $285M | +1.9% |
| Q3 2025 | 120 | +0.8% | 57.03% | +13.53 pp | $280M | +31% |
| Q2 2025 | 119 | +12% | 43.50% | +4.33 pp | $213M | +11% |
| Q1 2025 | 106 | 12% | 39.17% | 7.59 pp | $192M | 16% |
| Q4 2024 | 120 | 0.8% | 46.76% | 1.92 pp | $229M | 3.9% |
| Q3 2024 | 121 | +0.0% | 48.68% | 0.72 pp | $239M | 1.5% |
| Q2 2024 | 121 | — | 49.40% | — | $242M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for JOUT.
Quick answers to the most common questions about buying JOUT stock.
Based on Q1 2026 13F filings, institutional ownership of Johnson Outdoors Inc. stands at 57.8%, held across 137 reporting institutions.
Johnson Financial Group, Inc. is the largest reported institutional holder of JOUT, with approximately 950,615 shares worth $0.04B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of JOUT, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for JOUT is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in JOUT during Q1 2026, while 23 fully exited. 93 added to existing positions and 20 trimmed.
JOUT institutional ownership fell by 0.32 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 54.2% of all reported 13F value in JOUT, and the top 25 account for 78.2%.
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.