JCI institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

1,518 institutional managers reported holding JCI for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 49%. 196 opened new positions; 110 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group66.10M10.77%$8.66Bunchanged≤2013
Dodge & Cox57.51M9.37%$7.53Btrimmed -4.8%2016 Q3
BlackRock51.30M8.36%$6.72Badded +0.5%≤2013
State Street27.66M4.50%$3.62Btrimmed -0.7%≤2013
Bank OF America CORP /DE/17.74M2.89%$2.32Btrimmed -7.4%≤2013
Fisher Investments17.53M2.85%$2.29Badded +1.7%2022 Q3
Invesco17.10M2.79%$2.24Badded +6.9%≤2013
Franklin Resources16.17M2.63%$2.12Btrimmed -28.6%≤2013
Geode Capital14.13M2.30%$1.85Badded +2.4%≤2013
UBS13.09M2.13%$1.71Badded +25.5%≤2013
Morgan Stanley11.77M1.92%$1.54Btrimmed -19.1%≤2013
Wellington Management8.53M1.39%$1.12Btrimmed -51.5%≤2013
Raymond James Financial INC7.05M1.15%$923.0Munchanged≤2013
Northern Trust6.44M1.05%$843.9Mtrimmed -2.7%≤2013
FMR (Fidelity)6.09M0.99%$797.2Madded +3.8%≤2013
Amundi5.97M0.97%$781.1Madded +157.2%2017 Q4
First Trust Advisors LP5.76M0.94%$754.4Madded +28.3%≤2013
Goldman Sachs4.86M0.79%$636.8Mtrimmed -12.8%≤2013
Legal & General Group PLC4.69M0.76%$613.9Mtrimmed -11.2%≤2013
Viking Global4.42M0.72%$578.7Mtrimmed -25.3%2025 Q2
Clearbridge Investments, LLC4.25M0.69%$556.6Mtrimmed -11.2%≤2013
Newport Trust Company, LLC4.17M0.68%$546.2Mtrimmed -2.1%2018 Q2
Charles Schwab Investment Management3.84M0.63%$503.3Madded +1.7%≤2013
Barrow Hanley Mewhinney & Strauss LLC3.84M0.63%$502.8Mtrimmed -30.5%2024 Q1
Capital Group (American Funds)3.84M0.63%$502.7Mtrimmed -30.6%≤2013
Jane Street3.79M0.62%$496.9Madded +274.8%2014 Q2
BNY Mellon3.70M0.60%$484.9Mtrimmed -10.8%≤2013
Dimensional Fund Advisors3.45M0.56%$451.2Mtrimmed -4.1%≤2013
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main3.39M0.55%$443.7Madded +2%2016 Q4
Lyrical Asset Management LP (focused)3.15M0.51%$412.0Mtrimmed -6.3%2024 Q2
AQR Capital3.00M0.49%$392.4Madded +50.3%2018 Q4
Royal Bank OF Canada2.88M0.47%$376.7Madded +4%≤2013
Deutsche Bank AG\2.80M0.46%$366.4Madded +4.3%2013 Q3
Saturna Capital CORP2.60M0.42%$341.0Mtrimmed -1%≤2013
Nordea Investment Management AB2.39M0.39%$312.4Madded +4.8%2018 Q4
Nuveen2.36M0.38%$308.5Munchanged2018 Q1
Balyasny Asset Management2.31M0.38%$302.8Madded +27.8%2021 Q2
Pictet Asset Management Holding SA2.31M0.38%$302.6Mtrimmed -20.6%2019 Q4
American Century Companies INC2.17M0.35%$284.0Mtrimmed -17.6%2016 Q3
T. Rowe Price2.10M0.34%$275.5Mtrimmed -8.3%≤2013
National Pension Service2.10M0.34%$275.0Munchanged2024 Q1
SG Americas Securities, LLC2.07M0.34%$270.9Madded +660.6%≤2013
M&G PLC2.00M0.33%$262.0Mtrimmed -16.1%2019 Q4
Qube Research & Technologies LTD2.00M0.33%$261.9Madded +17%2025 Q1
Hsbc Holdings PLC1.96M0.32%$257.0Madded +702.5%≤2013
Avantyr Capital Partners, LP (focused)1.88M0.31%$246.5Madded +42%2025 Q4
Envestnet Asset Management INC1.86M0.30%$244.2Mtrimmed -1.2%≤2013
Swiss National Bank1.80M0.29%$235.2Munchanged≤2013
Cullen Capital Management, LLC1.69M0.28%$221.4Mtrimmed -2.2%≤2013
Mitsubishi UFJ Asset Management CO., LTD.1.68M0.27%$219.8Madded +2.7%≤2013

Largest 50 of 1,518 shown; the full ranked, searchable register is at boothcheck.com/holders/JCI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.

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