978 tracked 13F filers disclose a position in JCI as of the latest SEC 13F filings, a combined $66.6B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $7.5B | 57.5M | ▼−4.8% Reduced · −2.9M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $6.7B | 51.3M | ▲+0.5% Added · +263K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.2B | 39.8M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $3.6B | 27.7M | ▼−0.7% Reduced · −202K sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.6B | 20.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $2.3B | 17.7M | ▼−7.4% Reduced · −1.4M sh | Q1 2026 | |
| 7 | Fisher Asset Management, LLC | $2.3B | 17.5M | ▲+1.7% Added · +287K sh | Q1 2026 | |
| 8 | FRANKLIN RESOURCES INC | $2.1B | 16.2M | ▼−29% Reduced · −6.5M sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $1.8B | 14.1M | ▲+2.4% Added · +325K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $1.5B | 11.8M | ▼−19% Reduced · −2.8M sh | Q1 2026 | |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.0B | 7.9M | ▲+9.4% Added · +675K sh | Q1 2026 | |
| 12 | NORGES BANK | $927.7M | 7.7M | ▲+2.9% Added · +217K sh | Q4 2025 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $922.8M | 7.0M | ▲+0.2% Added · +12K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $844.0M | 6.4M | ▼−2.7% Reduced · −179K sh | Q1 2026 | |
| 15 | FMR LLC | $797.3M | 6.1M | ▲+3.8% Added · +220K sh | Q1 2026 | |
| 16 | Amundi | $781.1M | 6.0M | ▲+157% Added · +3.6M sh | Q1 2026 | |
| 17 | FIRST TRUST ADVISORS LP | $754.5M | 5.8M | ▲+28% Added · +1.3M sh | Q1 2026 | |
| 18 | UBS Group AG | $685.7M | 5.2M | ▲+61% Added · +2.0M sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $636.8M | 4.9M | ▼−13% Reduced · −717K sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $613.9M | 4.7M | ▼−11% Reduced · −590K sh | Q1 2026 | |
| 21 | VIKING GLOBAL INVESTORS LP | $578.8M | 4.4M | ▼−25% Reduced · −1.5M sh | Q1 2026 | |
| 22 | Clearbridge Investments, LLC | $556.6M | 4.3M | ▼−11% Reduced · −534K sh | Q1 2026 | |
| 23 | Newport Trust Company, LLC | $546.3M | 4.2M | ▼−2.1% Reduced · −90K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $503.4M | 3.8M | ▲+1.7% Added · +66K sh | Q1 2026 | |
| 25 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $502.8M | 3.8M | ▼−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.
Last quarter, 5 funds opened a new position in JCI and 22 added to an existing one, while 24 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 435 funds | $222.7B |
| MICROSOFT CORPMSFT | 433 funds | $290.0B |
| NVIDIA CORPNVDA | 432 funds | $411.4B |
| ALPHABET INC-CL AGOOGL | 430 funds | $194.3B |
| META PLATFORMS INC-CLASS AMETA | 430 funds | $130.0B |
| APPLE INCAAPL | 425 funds | $315.1B |
| VISA INC-CLASS A SHARESV | 424 funds | $68.3B |
| BROADCOM INCAVGO | 420 funds | $158.5B |
| JPMORGAN CHASE & COJPM | 420 funds | $76.5B |
| ELI LILLY & COLLY | 416 funds | $84.3B |
| ALPHABET INC-CL CGOOG | 415 funds | $131.4B |
| MASTERCARD INC - AMA | 413 funds | $56.7B |
Ranked by how many of JCI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 48K | $6.8M |
| May 8, 2026 | Schlitz Lei Zhang | VP & Pres, GP & Solutions | Sell (S) | 15K | $2.1M |
| May 8, 2026 | Schlitz Lei Zhang | VP & Pres, GP & Solutions | Sell (S) | 25K | $3.5M |
| May 8, 2026 | Schlitz Lei Zhang | VP & Pres, GP & Solutions | Sell (S) | 900 | $127K |
| 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) | 1K | $142K |
| Feb 6, 2026 | Grabowski Todd M | VP and President, Americas | Sell (S) | 5K | $674K |
| 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 |
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 + end-of-day price history + the live filing stream, joined for JCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.