Among active 13F managers last quarter, 2 opened and 23 added, while 26 reduced; the largest holder to move was Dodge & Cox (−4.8%). Over the last 180 days, 3 insiders sold and none bought, a net -$17.5M in open-market trades.
The legs disagree, or only one of them leans.
1,446 tracked 13F filers disclose a position in JCI as of the latest SEC 13F filings, a combined $70.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 57.5M | $7.5B | ▼−4.8% Reduced · −2.9M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 54.4M | $7.9B | ▲+6.0% Added · +3.1M sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 39.8M | $5.8B | ▲+0.2% Added · +74K sh | Q2 2026 | |
| 4 | State Street Corp | 28.3M | $4.1B | ▲+2.2% Added · +621K sh | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 20.3M | $3.0B | ▲+1.1% Added · +223K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 17.7M | $2.3B | ▼−7.4% Reduced · −1.4M sh | Q1 2026 | |
| 7 | Fisher Asset Management, LLC | 17.5M | $2.3B | ▲+1.7% Added · +287K sh | Q1 2026 | |
| 8 | Franklin Templeton Inc | 16.2M | $2.1B | ▼−29% Reduced · −6.5M sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 14.0M | $2.0B | ▼−0.9% Reduced · −135K sh | Q2 2026 | |
| 10 | Morgan Stanley | 11.8M | $1.5B | ▼−19% Reduced · −2.8M sh | Q1 2026 | |
| 11 | UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 7.9M | $1.0B | ▲+9.4% Added · +675K sh | Q1 2026 | |
| 12 | Norges Bank | 7.7M | $927.7M | ▲+2.9% Added · +217K sh | Q4 2025 | |
| 13 | Raymond James Financial Inc | 7.0M | $922.8M | ▲+0.2% Added · +12K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 6.4M | $844.0M | ▼−2.7% Reduced · −179K sh | Q1 2026 | |
| 15 | FMR LLC | 6.2M | $900.4M | ▲+1.2% Added · +74K sh | Q2 2026 | |
| 16 | Amundi | 6.0M | $781.1M | ▲+157% Added · +3.6M sh | Q1 2026 | |
| 17 | First Trust Advisors LP | 5.8M | $754.5M | ▲+28% Added · +1.3M sh | Q1 2026 | |
| 18 | UBS Group AG | 5.2M | $685.7M | ▲+61% Added · +2.0M sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 4.9M | $636.8M | ▼−13% Reduced · −717K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | 4.7M | $613.9M | ▼−11% Reduced · −590K sh | Q1 2026 | |
| 21 | Clearbridge Investments, LLC | 4.3M | $556.6M | ▼−11% Reduced · −534K sh | Q1 2026 | |
| 22 | Viking Global Investors LP | 4.2M | $614.1M | ▼−4.9% Reduced · −217K sh | Q2 2026 | |
| 23 | Newport Trust Company, LLC | 4.1M | $593.9M | ▼−2.6% Reduced · −107K sh | Q2 2026 | |
| 24 | Charles Schwab Investment Management Inc | 3.8M | $503.4M | ▲+1.7% Added · +66K sh | Q1 2026 | |
| 25 | Barrow Hanley Mewhinney & Strauss LLC | 3.8M | $502.8M | ▼−31% Reduced · −1.7M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 2 funds opened a new position in JCI and 23 added to an existing one, while 26 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 902 funds | $340.5B |
| Nvidia CorpNVDA | 895 funds | $496.7B |
| Amazon.com IncAMZN | 893 funds | $260.7B |
| Apple IncAAPL | 886 funds | $386.5B |
| Alphabet Inc-CL AGOOGL | 882 funds | $229.9B |
| JPMorgan Chase & CoJPM | 871 funds | $89.2B |
| Meta Platforms Inc-Class AMETA | 868 funds | $150.9B |
| Broadcom IncAVGO | 859 funds | $194.2B |
| Alphabet Inc-CL CGOOG | 850 funds | $161.7B |
| Eli Lilly & CoLLY | 847 funds | $103.5B |
| Visa Inc-Class A SharesV | 845 funds | $85.0B |
| Johnson & JohnsonJNJ | 830 funds | $61.0B |
Ranked by how many of JCI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JCI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Cohade Pierre E | Director | Sell (S) | 3K | $488K |
| Aug 4, 2026 | Schlitz Lei Zhang | VP & Pres, GP & Solutions | Sell (S) 2 lots, same day | 23K | $3.6M |
| Jun 9, 2026 | Grabowski Todd M | VP and President, Americas | Sell (S) | 2K | $263K |
| May 14, 2026 | Grabowski Todd M | VP and President, Americas | Sell (S) | 4K | $622K |
| May 8, 2026 | Schlitz Lei Zhang | VP & Pres, GP & Solutions | Sell (S) 4 lots, same day | 89K | $12.5M |
| Feb 23, 2026 | McConeghy Daniel C | VP Chief Accounting & Tax Ofcr | Sell (S) | 4K | $513K |
| Feb 6, 2026 | Grabowski Todd M | VP and President, Americas | Sell (S) 2 lots, same day | 6K | $816K |
| Feb 5, 2026 | Vergnano Mark | Director | Buy (P) | 8K | $1.0M |
| Dec 10, 2025 | Donofrio John | Exec VP & General Counsel | Sell (S) | 22K | $2.5M |
| Nov 21, 2025 | Schlitz Lei Zhang | VP & Pres, Global Products | Sell (S) | 32K | $3.6M |
| Nov 6, 2025 | Schlitz Lei Zhang | VP & Pres, Global Products | Sell (S) | 11K | $1.3M |
| Sep 3, 2025 | McConeghy Daniel C | VP Chief Accounting & Tax Ofcr | Sell (S) | 6K | $626K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 46 | 51 | – |
Insiders Form 4 open-market | 0 | 3 | -$17.5M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for JCI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JCI/capital-change-brief"
Use Arkolith's capital_change_brief for JCI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for JCI. Filings are public domain, sourced to SEC EDGAR.