JACK Jack in the Box, Inc.
Jack in the Box, Inc. (JACK) Institutional Ownership
What the institutions did with JACK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| LSV ASSET MANAGEMENT | 437.0K | 29.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 406.1K | 26.9% |
| IPG Investment Advisors LLC | 385.8K | 25.6% |
| Bank of New York Mellon Corp | 106.0K | 7.0% |
| Squarepoint Ops LLC | 49.3K | 3.3% |
| DIMENSIONAL FUND ADVISORS LP | 27.2K | 1.8% |
| Creative Planning | 16.4K | 1.1% |
| BANK OF MONTREAL /CAN/ | 15.6K | 1.0% |
| DEUTSCHE BANK AG\ | 15.3K | 1.0% |
| LPL Financial LLC | 11.9K | 0.8% |
| BARCLAYS PLC | 8.9K | 0.6% |
| Russell Investments Group, Ltd. | 8.4K | 0.6% |
| Versant Capital Management, Inc | 6.2K | 0.4% |
| Quent Capital, LLC | 2.1K | 0.1% |
| CITIGROUP INC | 2.0K | 0.1% |
| Whipplewood Advisors, LLC | 1.9K | 0.1% |
| IFP Advisors, Inc | 1.8K | 0.1% |
| GAMMA Investing LLC | 1.0K | 0.1% |
| Farther Finance Advisors, LLC | 813 | 0.1% |
| PNC Financial Services Group, Inc. | 730 | 0.0% |
| Parallel Advisors, LLC | 489 | 0.0% |
| EverSource Wealth Advisors, LLC | 441 | 0.0% |
| JNBA Financial Advisors | 400 | 0.0% |
| HARBOR CAPITAL ADVISORS, INC. | 377 | 0.0% |
| Sterling Capital Management LLC | 370 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| IPG Investment Advisors LLC | Reduced | 469.3K | 385.8K | -83.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 486.9K | 406.1K | -80.8K |
| LSV ASSET MANAGEMENT | Reduced | 515.4K | 437.0K | -78.4K |
| Squarepoint Ops LLC | New | 0 | 49.3K | +49.3K |
| IMC-Chicago, LLC | Sold Out | 39.1K | 0 | -39.1K |
| NOVEM GROUP | Sold Out | 35.2K | 0 | -35.2K |
| Creative Planning | New | 0 | 16.4K | +16.4K |
| LPL Financial LLC | New | 0 | 11.9K | +11.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 19.9K | 27.2K | +7.4K |
| CITIGROUP INC | Reduced | 8.6K | 2.0K | -6.6K |
| CERTUITY, LLC | Sold Out | 6.6K | 0 | -6.6K |
| SIMPLEX TRADING, LLC | Sold Out | 6.3K | 0 | -6.3K |
| BARCLAYS PLC | Increased | 2.8K | 8.9K | +6.1K |
| BANK OF MONTREAL /CAN/ | Reduced | 18.8K | 15.6K | -3.2K |
| Clearstead Advisors, LLC | Sold Out | 2.7K | 0 | -2.7K |
| DEUTSCHE BANK AG\ | Reduced | 17.7K | 15.3K | -2.3K |
| Bank of New York Mellon Corp | Reduced | 108.1K | 106.0K | -2.1K |
| Whipplewood Advisors, LLC | New | 0 | 1.9K | +1.9K |
| IFP Advisors, Inc | New | 0 | 1.8K | +1.8K |
| Russell Investments Group, Ltd. | Increased | 7.6K | 8.4K | +792 |
| GAMMA Investing LLC | Increased | 497 | 1.0K | +537 |
| SIGNATUREFD, LLC | New | 0 | 350 | +350 |
| EverSource Wealth Advisors, LLC | Increased | 264 | 441 | +177 |
| Parallel Advisors, LLC | Increased | 336 | 489 | +153 |
| True Wealth Design, LLC | Sold Out | 109 | 0 | -109 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 101 | +101 |
| Parkside Financial Bank & Trust | New | 0 | 91 | +91 |
| HARBOR CAPITAL ADVISORS, INC. | Reduced | 448 | 377 | -71 |
| Versant Capital Management, Inc | Increased | 6.1K | 6.2K | +60 |
| PNC Financial Services Group, Inc. | Increased | 675 | 730 | +55 |
| Pinnacle Wealth Planning Services, Inc. | Sold Out | 53 | 0 | -53 |
| Burk Holdings LLC | New | 0 | 32 | +32 |
| Sterling Capital Management LLC | Increased | 340 | 370 | +30 |
| Caitong International Asset Management Co., Ltd | Sold Out | 30 | 0 | -30 |
| Farther Finance Advisors, LLC | Reduced | 832 | 813 | -19 |
| Root Financial Partners, LLC | New | 0 | 15 | +15 |
| Covestor Ltd | Reduced | 25 | 15 | -10 |
| SBI Securities Co., Ltd. | Reduced | 15 | 7 | -8 |
| SJS Investment Consulting Inc. | Increased | 16 | 23 | +7 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 279 | 284 | +5 |
| First PREMIER Bank | New | 0 | 5 | +5 |
| Asset Dedication, LLC | Sold Out | 1 | 0 | -1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.