Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

JOHNSON CONTROLS INTERNATION · SHS · quarter ended 2026-03-31 · 18 members disclosed JCI ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 1,060 holders are listed, largest first: 1,060
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $63.5B
holders whose share count rose or who opened the position (new + add), by shares: 1,016
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 2

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of JCI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$7.5B	57,506,214	−2,876,755	TRIM
2	BlackRock, Inc.	$6.7B	51,303,142	+51,303,142	NEW
3	VANGUARD CAPITAL MANAGEMENT LLC	$5.2B	39,771,749	—	NO PRIOR
4	STATE STREET CORP	$3.6B	27,662,554	+27,662,554	NEW
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	20,059,226	—	NO PRIOR
6	BANK OF AMERICA CORP /DE/	$2.3B	17,743,537	+17,743,537	NEW
7	Invesco Ltd.	$2.2B	17,102,653	+17,102,653	NEW
8	FRANKLIN RESOURCES INC	$2.1B	16,165,985	+16,165,985	NEW
9	GEODE CAPITAL MANAGEMENT, LLC	$1.8B	14,129,111	+325,370	ADD
10	MORGAN STANLEY	$1.5B	11,765,750	+11,765,750	NEW
11	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	8,530,712	+8,530,712	NEW
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.0B	7,853,923	+7,853,923	NEW
13	RAYMOND JAMES FINANCIAL INC	$923M	7,049,399	+7,049,399	NEW
14	NORTHERN TRUST CORP	$844M	6,444,992	+6,444,992	NEW
15	FMR LLC	$797M	6,088,581	+6,088,581	NEW
16	Amundi	$781M	5,965,212	+5,965,212	NEW
17	FIRST TRUST ADVISORS LP	$754M	5,761,677	+5,761,677	NEW
18	UBS Group AG	$686M	5,236,542	+5,236,542	NEW
19	Legal & General Group Plc	$614M	4,688,264	+4,688,264	NEW
20	VIKING GLOBAL INVESTORS LP	$579M	4,419,923	+4,419,923	NEW
21	Clearbridge Investments, LLC	$557M	4,250,626	−533,693	TRIM
22	Newport Trust Company, LLC	$546M	4,171,713	+4,171,713	NEW
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$503M	3,843,998	+3,843,998	NEW
24	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$503M	3,839,851	+3,839,851	NEW
25	Capital World Investors	$503M	3,839,076	+3,839,076	NEW
26	JANE STREET GROUP, LLC	$497M	3,794,961	+3,794,961	NEW
27	Bank of New York Mellon Corp	$485M	3,703,049	−448,735	TRIM
28	DIMENSIONAL FUND ADVISORS LP	$451M	3,446,048	+3,446,048	NEW
29	VANGUARD FIDUCIARY TRUST CO	$451M	3,444,644	—	NO PRIOR
30	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$444M	3,388,458	+3,388,458	NEW
31	AQR CAPITAL MANAGEMENT LLC	$385M	2,996,781	+2,996,781	NEW
32	ROYAL BANK OF CANADA	$377M	2,877,017	+2,877,017	NEW
33	DEUTSCHE BANK AG\	$366M	2,798,032	+2,798,032	NEW
34	Nuveen, LLC	$309M	2,356,023	+2,356,023	NEW
35	NORDEA INVESTMENT MANAGEMENT AB	$305M	2,385,886	+2,385,886	NEW
36	BALYASNY ASSET MANAGEMENT L.P.	$303M	2,312,865	+2,312,865	NEW
37	Pictet Asset Management Holding SA	$302M	2,310,938	+2,310,938	NEW
38	AMERICAN CENTURY COMPANIES INC	$284M	2,169,155	+2,169,155	NEW
39	National Pension Service	$275M	2,100,032	+2,100,032	NEW
40	M&G Plc	$262M	2,000,914	+2,000,914	NEW
41	Qube Research & Technologies Ltd	$262M	2,000,264	+2,000,264	NEW
42	HSBC HOLDINGS PLC	$257M	1,962,770	+1,962,770	NEW
43	Avantyr Capital Partners, LP	$247M	1,882,831	+1,882,831	NEW
44	ENVESTNET ASSET MANAGEMENT INC	$244M	1,864,770	+1,864,770	NEW
45	Swiss National Bank	$235M	1,796,281	+1,796,281	NEW
46	CITADEL ADVISORS LLC	$215M	1,644,729	+1,644,729	NEW
47	Robeco Institutional Asset Management B.V.	$209M	1,593,923	+1,593,923	NEW
48	WELLS FARGO & COMPANY/MN	$208M	1,589,628	+1,589,628	NEW
49	ADAGE CAPITAL PARTNERS GP, L.L.C.	$198M	1,515,676	+1,515,676	NEW
50	Allspring Global Investments Holdings, LLC	$198M	1,470,188	+1,470,188	NEW
51	Point72 Asset Management, L.P.	$186M	1,420,606	+1,420,606	NEW
52	MILLENNIUM MANAGEMENT LLC	$182M	1,391,522	+1,391,522	NEW
53	Mitsubishi UFJ Asset Management Co., Ltd.	$182M	1,386,797	+1,386,797	NEW
54	Vanguard Global Advisers, LLC	$177M	1,348,891	—	NO PRIOR
55	Eurizon Capital SGR S.p.A.	$175M	1,347,018	+1,347,018	NEW
56	CANADA PENSION PLAN INVESTMENT BOARD	$161M	1,231,992	+1,231,992	NEW
57	D1 Capital Partners L.P.	$160M	1,224,055	+1,224,055	NEW
58	CRAWFORD INVESTMENT COUNSEL INC	$160M	1,223,569	+1,223,569	NEW
59	Allianz Asset Management GmbH	$157M	1,196,681	+1,196,681	NEW
60	JENNISON ASSOCIATES LLC	$151M	1,154,315	+1,154,315	NEW
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$141M	1,076,676	+1,076,676	NEW
62	VANGUARD ASSET MANAGEMENT, Ltd	$141M	1,072,951	—	NO PRIOR
63	SEI INVESTMENTS CO	$140M	1,065,880	+1,065,880	NEW
64	Aberdeen Group plc	$132M	1,004,698	+1,004,698	NEW
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$125M	952,296	+952,296	NEW
66	STOREBRAND ASSET MANAGEMENT AS	$113M	859,448	—	NO PRIOR
67	Alyeska Investment Group, L.P.	$111M	846,617	+846,617	NEW
68	Munro Partners	$106M	807,487	+807,487	NEW
69	Woodline Partners LP	$103M	784,269	+784,269	NEW
70	DAVENPORT & Co LLC	$101M	778,556	+778,556	NEW
71	SCHRODER INVESTMENT MANAGEMENT GROUP	$100M	764,646	+764,646	NEW
72	CITIGROUP INC	$95.7M	730,486	+730,486	NEW
73	M&T BANK CORP	$94.4M	721,141	+721,141	NEW
74	Quantinno Capital Management LP	$93.2M	711,364	+711,364	NEW
75	BANK OF MONTREAL /CAN/	$92.9M	709,497	+709,497	NEW
76	MARSICO CAPITAL MANAGEMENT LLC	$92.6M	707,501	+707,501	NEW
77	HighTower Advisors, LLC	$92.0M	702,350	+702,350	NEW
78	PRINCIPAL FINANCIAL GROUP INC	$89.7M	684,627	+684,627	NEW
79	LPL Financial LLC	$87.4M	667,498	+667,498	NEW
80	Man Group plc	$77.3M	590,020	+590,020	NEW
81	ALLIANCEBERNSTEIN L.P.	$76.2M	636,364	+636,364	NEW
82	Rockefeller Capital Management L.P.	$73.4M	560,209	+560,209	NEW
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$72.9M	556,896	+556,896	NEW
84	Ghisallo Capital Management LLC	$72.0M	550,000	+550,000	NEW
85	Jefferies Financial Group Inc.	$68.7M	524,615	+524,615	NEW
86	PANAGORA ASSET MANAGEMENT INC	$66.7M	509,527	+509,527	NEW
87	Retirement Systems of Alabama	$66.7M	509,212	+509,212	NEW
88	RENAISSANCE TECHNOLOGIES LLC	$65.9M	503,414	+503,414	NEW
89	GRANDFIELD & DODD, LLC	$63.1M	481,569	+481,569	NEW
90	NOMURA ASSET MANAGEMENT CO LTD	$62.7M	479,138	+479,138	NEW
91	Polar Capital Holdings Plc	$61.4M	468,878	+468,878	NEW
92	Electron Capital Partners, LLC	$60.7M	463,901	+463,901	NEW
93	BNP Paribas Asset Management Holding S.A.	$60.1M	458,951	+458,951	NEW
94	Korea Investment CORP	$59.1M	451,403	+451,403	NEW
95	NICHOLAS COMPANY, INC.	$57.6M	440,030	+18,295	ADD
96	DANSKE BANK A/S	$54.2M	413,994	+103,299	ADD
97	Gotham Asset Management, LLC	$53.9M	411,569	+411,569	NEW
98	STIFEL FINANCIAL CORP	$50.9M	388,632	+388,632	NEW
99	TD ASSET MANAGEMENT INC	$48.3M	368,592	+368,592	NEW
100	Corient Private Wealth LLC	$46.6M	356,915	+356,915	NEW
101	FEDERATED HERMES, INC.	$46.5M	355,022	+355,022	NEW
102	Schonfeld Strategic Advisors LLC	$46.2M	352,626	+352,626	NEW
103	Rokos Capital Management LLP	$45.8M	350,030	+350,030	NEW
104	PUBLIC SECTOR PENSION INVESTMENT BOARD	$45.7M	348,635	+348,635	NEW
105	Swedbank AB	$45.0M	343,459	+343,459	NEW
106	STATE OF WISCONSIN INVESTMENT BOARD	$44.9M	343,131	+343,131	NEW
107	Calamos Advisors LLC	$42.8M	327,139	+327,139	NEW
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$42.4M	323,920	+323,920	NEW
109	MERCER GLOBAL ADVISORS INC /ADV	$42.2M	322,211	+322,211	NEW
110	ROYAL LONDON ASSET MANAGEMENT LTD	$40.6M	310,250	+310,250	NEW
111	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$40.6M	310,000	+310,000	NEW
112	MACKENZIE FINANCIAL CORP	$40.3M	307,671	+307,671	NEW
113	Vanguard Investments Australia, Ltd.	$40.0M	305,739	—	NO PRIOR
114	Vontobel Holding Ltd.	$40.0M	305,334	+305,334	NEW
115	Ensign Peak Advisors, Inc	$39.9M	304,485	+304,485	NEW
116	Chevy Chase Trust Holdings, LLC	$39.6M	302,030	+302,030	NEW
117	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$38.8M	296,259	+296,259	NEW
118	BANK OF NOVA SCOTIA	$38.3M	292,775	+292,775	NEW
119	Zurcher Kantonalbank (Zurich Cantonalbank)	$37.9M	289,385	+289,385	NEW
120	IEQ CAPITAL, LLC	$36.7M	280,635	+280,635	NEW
121	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$36.7M	280,272	+280,272	NEW
122	KLP KAPITALFORVALTNING AS	$36.6M	278,801	+9,400	ADD
123	Asset Management One Co., Ltd.	$36.5M	278,637	+278,637	NEW
124	DEPRINCE RACE & ZOLLO INC	$36.2M	276,530	+276,530	NEW
125	APG Asset Management N.V.	$36.1M	317,561	+317,561	NEW
126	Mariner, LLC	$35.7M	272,467	+272,467	NEW
127	CREDIT AGRICOLE S A	$35.6M	271,663	+271,663	NEW
128	ALKEON CAPITAL MANAGEMENT LLC	$35.4M	270,000	+270,000	NEW
129	CIBC Bancorp USA Inc.	$35.0M	267,597	—	NO PRIOR
130	Haverford Trust Co	$34.4M	262,400	+262,400	NEW
131	Daiwa Securities Group Inc.	$34.2M	261,295	+261,295	NEW
132	Verition Fund Management LLC	$33.7M	257,594	+257,594	NEW
133	GUGGENHEIM CAPITAL LLC	$33.1M	252,696	+252,696	NEW
134	FIL Ltd	$33.1M	252,678	+252,678	NEW
135	KADENSA CAPITAL Ltd	$31.6M	241,611	+241,611	NEW
136	TEACHER RETIREMENT SYSTEM OF TEXAS	$29.6M	225,969	+225,969	NEW
137	Cetera Investment Advisers	$29.5M	225,168	+225,168	NEW
138	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.9M	220,648	+220,648	NEW
139	Hudson Bay Capital Management LP	$28.6M	218,704	+218,704	NEW
140	TUDOR INVESTMENT CORP ET AL	$28.6M	218,509	+218,509	NEW
141	Tidal Investments LLC	$27.9M	212,729	+212,729	NEW
142	QRG CAPITAL MANAGEMENT, INC.	$27.8M	212,180	+212,180	NEW
143	PRUDENTIAL FINANCIAL INC	$27.6M	210,389	+210,389	NEW
144	State of New Jersey Common Pension Fund D	$27.4M	209,507	+209,507	NEW
145	Lansforsakringar Fondforvaltning AB (publ)	$27.4M	209,136	+209,136	NEW
146	OPPENHEIMER ASSET MANAGEMENT INC.	$26.9M	205,374	+205,374	NEW
147	Epoch Investment Partners, Inc.	$26.8M	204,295	+204,295	NEW
148	Interval Partners, LP	$26.3M	201,152	+201,152	NEW
149	Creative Planning	$26.1M	199,545	+199,545	NEW
150	1832 Asset Management L.P.	$25.9M	197,789	+197,789	NEW
151	Baird Financial Group, Inc.	$25.9M	197,788	+197,788	NEW
152	Steward Partners Investment Advisory, LLC	$25.9M	197,699	+197,699	NEW
153	Baker Avenue Asset Management, LP	$25.8M	197,136	+197,136	NEW
154	Cerity Partners LLC	$25.6M	195,285	+195,285	NEW
155	Tredje AP-fonden	$25.3M	192,831	+192,831	NEW
156	SCOPUS ASSET MANAGEMENT, L.P.	$24.7M	188,879	+188,879	NEW
157	Edgemoor Investment Advisors, Inc.	$24.2M	184,518	+184,518	NEW
158	SHELTON CAPITAL MANAGEMENT	$24.0M	183,632	+183,632	NEW
159	TWO SIGMA INVESTMENTS, LP	$22.9M	175,004	+175,004	NEW
160	Mirae Asset Global Investments Co., Ltd.	$22.9M	174,975	+174,975	NEW
161	Squarepoint Ops LLC	$22.7M	173,225	+173,225	NEW
162	Arizona State Retirement System	$22.0M	167,684	+167,684	NEW
163	Czech National Bank	$21.8M	166,694	+166,694	NEW
164	XN LP	$21.6M	164,786	+164,786	NEW
165	STATE OF MICHIGAN RETIREMENT SYSTEM	$20.9M	159,856	+159,856	NEW
166	Trexquant Investment LP	$20.9M	159,365	+159,365	NEW
167	CIBC Asset Management Inc	$20.6M	156,953	+156,953	NEW
168	Resona Asset Management Co.,Ltd.	$20.5M	156,752	+156,752	NEW
169	OCCUDO QUANTITATIVE STRATEGIES LP	$20.1M	137,955	+137,955	NEW
170	Walleye Capital LLC	$20.1M	153,678	+153,678	NEW
171	NewEdge Advisors, LLC	$19.7M	150,195	+150,195	NEW
172	RPG Investment Advisory, LLC	$19.7M	150,194	+150,194	NEW
173	Wilmington Savings Fund Society, FSB	$19.7M	150,141	−3,951	TRIM
174	Longaeva Partners L.P.	$19.5M	149,002	+149,002	NEW
175	TRUIST FINANCIAL CORP	$19.4M	148,084	+148,084	NEW
176	Andra AP-fonden	$19.3M	147,076	+147,076	NEW
177	Federation des caisses Desjardins du Quebec	$19.1M	145,529	+145,529	NEW
178	LBP AM SA	$19.1M	145,519	+145,519	NEW
179	Varma Mutual Pension Insurance Co	$18.9M	144,006	+144,006	NEW
180	MetLife Investment Management, LLC	$18.7M	143,014	−4,290	TRIM
181	ASR Vermogensbeheer N.V.	$18.7M	142,636	+142,636	NEW
182	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$18.7M	142,576	+142,576	NEW
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$18.4M	140,488	+140,488	NEW
184	IFM Investors Pty Ltd	$18.4M	140,358	+140,358	NEW
185	Bryn Mawr Trust Advisors, LLC	$18.3M	140,108	+140,108	NEW
186	COMMONWEALTH EQUITY SERVICES, LLC	$18.3M	139,691	+139,691	NEW
187	Alberta Investment Management Corp	$18.2M	139,000	+139,000	NEW
188	ING GROEP NV	$18.2M	138,938	+138,938	NEW
189	UNTITLED INVESTMENTS LP	$18.1M	138,519	+138,519	NEW
190	D. E. Shaw & Co., Inc.	$17.9M	136,986	+136,986	NEW
191	Callan Family Office, LLC	$16.8M	128,077	+128,077	NEW
192	Groupe la Francaise	$16.4M	125,578	+125,578	NEW
193	Concurrent Investment Advisors, LLC	$16.3M	124,526	+124,526	NEW
194	XPONANCE LLC	$15.9M	121,661	+121,661	NEW
195	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$15.3M	117,113	+117,113	NEW
196	INTECH INVESTMENT MANAGEMENT LLC	$15.2M	115,998	+115,998	NEW
197	Assenagon Asset Management S.A.	$15.2M	115,858	+115,858	NEW
198	MAKENA CAPITAL MANAGEMENT LLC	$14.8M	113,237	+113,237	NEW
199	ABN AMRO Bank N.V.	$14.8M	111,971	+111,971	NEW
200	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.3M	109,550	+109,550	NEW
201	TD Waterhouse Canada Inc.	$14.2M	105,792	+105,792	NEW
202	Janus Henderson Group Ltd.	$13.8M	105,064	+105,064	NEW
203	VOYA INVESTMENT MANAGEMENT LLC	$13.6M	104,007	+104,007	NEW
204	SHUFRO ROSE & CO LLC	$13.5M	103,441	+103,441	NEW
205	CWM, LLC	$13.3M	101,845	+101,845	NEW
206	Vanguard Personalized Indexing Management, LLC	$13.1M	100,212	+100,212	NEW
207	Utah Retirement Systems	$13.0M	99,517	+99,517	NEW
208	CIBC WORLD MARKET INC.	$12.6M	96,528	+96,528	NEW
209	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$12.6M	96,111	+96,111	NEW
210	OSAIC HOLDINGS, INC.	$12.2M	93,097	+93,097	NEW
211	Mediolanum International Funds Ltd	$12.1M	95,738	+76,353	ADD
212	Jain Global LLC	$12.1M	92,452	+92,452	NEW
213	One Madison Group LLC	$12.0M	92,000	+92,000	NEW
214	Focus Partners Wealth	$12.0M	91,204	+91,204	NEW
215	NEOS Investment Management LLC	$11.9M	90,897	+90,897	NEW
216	ProShare Advisors LLC	$11.9M	90,530	+90,530	NEW
217	SMA Capital LLC	$11.8M	89,850	+89,850	NEW
218	XTX Topco Ltd	$11.6M	88,765	+88,765	NEW
219	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.4M	86,945	+86,945	NEW
220	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.0M	84,357	+84,357	NEW
221	Capital International, Inc./CA/	$10.9M	83,576	+83,576	NEW
222	MML INVESTORS SERVICES, LLC	$10.9M	83,511	+83,511	NEW
223	Sanctuary Advisors, LLC	$10.5M	79,973	+79,973	NEW
224	&PARTNERS	$10.4M	79,480	+79,480	NEW
225	HUB Investment Partners, LLC	$10.4M	79,218	+79,218	NEW
226	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.4M	79,054	+79,054	NEW
227	Pathstone Holdings, LLC	$10.3M	78,814	+78,814	NEW
228	Composition Wealth, LLC	$10.3M	78,825	+78,825	NEW
229	MEYER HANDELMAN CO	$10.3M	78,318	+78,318	NEW
230	Van Hulzen Asset Management, LLC	$10.2M	77,966	+77,966	NEW
231	Tribune Investment Group LP	$10.2M	77,550	+77,550	NEW
232	FIFTH THIRD BANCORP	$10.0M	76,614	+76,614	NEW
233	MACQUARIE GROUP LTD	$9.9M	75,255	+75,255	NEW
234	US BANCORP \DE\	$9.8M	75,065	+75,065	NEW
235	Vestmark Advisory Solutions, Inc.	$9.8M	74,474	+74,474	NEW
236	Y-Intercept (Hong Kong) Ltd	$9.8M	74,462	+74,462	NEW
237	Elo Mutual Pension Insurance Co	$9.7M	74,402	+74,402	NEW
238	Wealthfront Advisers LLC	$9.5M	72,718	+72,718	NEW
239	MGO ONE SEVEN LLC	$9.5M	72,626	+72,626	NEW
240	U.S. Capital Wealth Advisors, LLC	$9.5M	72,577	+72,577	NEW
241	SaddleRock Capital Management LLC	$9.2M	70,600	+70,600	NEW
242	Dana Investment Advisors, Inc.	$9.2M	70,245	+70,245	NEW
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.2M	70,105	+200	ADD
244	World Investment Advisors	$9.1M	69,246	+69,246	NEW
245	Lighthouse Investment Partners, LLC	$9.0M	68,452	+68,452	NEW
246	Illinois Municipal Retirement Fund	$8.9M	67,746	+67,746	NEW
247	ABN AMRO INVESTMENT SOLUTIONS	$8.9M	67,685	+67,685	NEW
248	M. Kulyk & Associates, LLC	$8.5M	65,267	+65,267	NEW
249	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.5M	65,119	+65,119	NEW
250	Engineers Gate Manager LP	$8.3M	63,649	+63,649	NEW
251	Merit Financial Group, LLC	$8.2M	62,416	+62,416	NEW
252	FARMERS & MERCHANTS INVESTMENTS INC	$8.1M	61,784	+3,210	ADD
253	OPPENHEIMER & CO INC	$7.9M	60,390	+60,390	NEW
254	Scissortail Wealth Management, LLC	$7.9M	60,342	+60,342	NEW
255	CAISSE DES DEPOTS ET CONSIGNATIONS	$7.6M	58,370	+58,370	NEW
256	Avanza Fonder AB	$7.6M	57,895	+57,895	NEW
257	WINTON GROUP Ltd	$7.5M	57,641	+57,641	NEW
258	Walleye Trading LLC	$7.5M	57,185	+57,185	NEW
259	PFA Pension, Forsikringsaktieselskab	$7.3M	55,682	+55,682	NEW
260	Calamos Wealth Management LLC	$7.2M	55,315	+55,315	NEW
261	Investment Management Corp of Ontario	$7.1M	54,230	+54,230	NEW
262	NOMURA HOLDINGS INC	$7.0M	53,513	+53,513	NEW
263	MIRABELLA FINANCIAL SERVICES LLP	$6.8M	51,798	+51,798	NEW
264	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.7M	51,045	+51,045	NEW
265	Empowered Funds, LLC	$6.6M	50,721	+50,721	NEW
266	Varenne Capital Partners	$6.6M	50,321	+50,321	NEW
267	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.6M	50,318	+50,318	NEW
268	Dakota Wealth Management	$6.6M	50,141	+50,141	NEW
269	Kestra Advisory Services, LLC	$6.5M	49,762	+49,762	NEW
270	USS Investment Management Ltd	$6.5M	49,738	+49,738	NEW
271	Laird Norton Wetherby Trust Company, LLC	$6.5M	49,538	+49,538	NEW
272	Glassy Mountain Advisors, Inc.	$6.4M	48,517	+48,517	NEW
273	MOORE CAPITAL MANAGEMENT, LP	$6.3M	47,774	+47,774	NEW
274	Generali Asset Management SPA SGR	$6.2M	47,386	+47,386	NEW
275	Caprock Group, LLC	$6.2M	46,883	+46,883	NEW
276	Mutual Advisors, LLC	$6.1M	46,863	+46,863	NEW
277	HARRELL INVESTMENT PARTNERS, LLC	$5.9M	45,299	+45,299	NEW
278	Comprehensive Financial Consultants Institutional, Inc.	$5.9M	45,001	+45,001	NEW
279	Goelzer Investment Management, Inc.	$5.9M	44,827	+44,827	NEW
280	Socorro Asset Management LP	$5.8M	44,105	+44,105	NEW
281	Mirova US LLC	$5.8M	43,967	+43,967	NEW
282	Albar Capital Partners LLP	$5.7M	43,418	+43,418	NEW
283	Envestnet Portfolio Solutions, Inc.	$5.7M	43,326	+43,326	NEW
284	New Age Alpha Advisors, LLC	$5.6M	42,937	+42,937	NEW
285	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$5.5M	41,994	+41,994	NEW
286	Concentric Capital Strategies, LP	$5.3M	40,316	+40,316	NEW
287	Rafferty Asset Management, LLC	$5.2M	39,857	+39,857	NEW
288	Emissary Wealth LLC	$5.2M	39,360	+39,360	NEW
289	ELEVATION POINT WEALTH PARTNERS, LLC	$5.1M	39,052	+39,052	NEW
290	HB Wealth Management, LLC	$5.1M	38,902	+38,902	NEW
291	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.0M	38,471	+38,471	NEW
292	Norinchukin Bank, The	$5.0M	37,929	+37,929	NEW
293	Vise Technologies, Inc.	$5.0M	41,402	+41,402	NEW
294	Freestone Capital Holdings, LLC	$4.9M	37,379	+37,379	NEW
295	MIZUHO SECURITIES USA LLC	$4.8M	37,002	+37,002	NEW
296	VISTA INVESTMENT PARTNERS LLC	$4.8M	36,308	+36,308	NEW
297	Legacy CG, LLC	$4.7M	36,244	+36,244	NEW
298	BOOTHBAY FUND MANAGEMENT, LLC	$4.6M	35,166	+35,166	NEW
299	NOVEM GROUP	$4.5M	34,168	+34,168	NEW
300	Central Pacific Bank - Trust Division	$4.4M	33,909	+33,909	NEW
301	STEPHENS INC /AR/	$4.4M	33,521	+33,521	NEW
302	Orion Porfolio Solutions, LLC	$4.4M	33,457	+33,457	NEW
303	Aptus Capital Advisors, LLC	$4.4M	33,224	+33,224	NEW
304	CALIBER WEALTH MANAGEMENT, LLC / KS	$4.3M	33,157	+33,157	NEW
305	Summit Trail Advisors, LLC	$4.3M	32,819	+32,819	NEW
306	Sequoia Financial Advisors, LLC	$4.2M	32,320	+32,320	NEW
307	Qsemble Capital Management, LP	$4.2M	32,253	+32,253	NEW
308	KEYBANK NATIONAL ASSOCIATION/OH	$4.1M	31,507	+31,507	NEW
309	WealthShield Partners, LLC	$4.1M	31,214	+31,214	NEW
310	FIRST CITIZENS BANK & TRUST CO	$4.1M	30,942	+30,942	NEW
311	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.0M	30,350	+30,350	NEW
312	Lido Advisors, LLC	$3.9M	29,990	+29,990	NEW
313	MIRAE ASSET SECURITIES (USA) INC.	$3.7M	28,559	+28,559	NEW
314	COMMERCE BANK	$3.7M	28,252	+764	ADD
315	Taproot Management LP	$3.7M	28,039	+28,039	NEW
316	Dai-ichi Life Insurance Company, Ltd	$3.7M	27,973	+27,973	NEW
317	CHOREO, LLC	$3.7M	27,850	+27,850	NEW
318	Vident Advisory, LLC	$3.7M	27,926	+27,926	NEW
319	Wealth Intelligence, LLC	$3.6M	27,766	+27,766	NEW
320	Equitable Holdings, Inc.	$3.6M	30,086	+30,086	NEW
321	Atria Investments, Inc	$3.6M	27,521	+27,521	NEW
322	MEEDER ASSET MANAGEMENT INC	$3.5M	26,601	+26,601	NEW
323	Kintegral Advisory, LLC	$3.5M	26,403	+26,403	NEW
324	American Assets Investment Management, LLC	$3.4M	26,200	+26,200	NEW
325	Pallas Capital Advisors LLC	$3.3M	25,519	+25,519	NEW
326	Private Advisor Group, LLC	$3.3M	25,415	+25,415	NEW
327	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$3.3M	25,295	+25,295	NEW
328	MUFG Securities EMEA plc	$3.3M	25,093	+25,093	NEW
329	Beacon Pointe Advisors, LLC	$3.2M	24,722	+24,722	NEW
330	PRUDENTIAL PLC	$3.2M	24,707	+24,707	NEW
331	Savant Capital, LLC	$3.2M	24,599	+24,599	NEW
332	Independent Advisor Alliance	$3.2M	24,241	+24,241	NEW
333	Fideuram Asset Management (Ireland) dac	$3.2M	27,659	+27,659	NEW
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	24,093	+24,093	NEW
335	RBF Capital, LLC	$3.1M	23,875	+23,875	NEW
336	VISTA INVESTMENT PARTNERS II, LLC	$3.1M	23,828	+23,828	NEW
337	Tower Research Capital LLC (TRC)	$3.0M	23,179	+23,179	NEW
338	Legacy Bridge, LLC	$3.0M	23,039	+23,039	NEW
339	Lineweaver Wealth Advisors, LLC	$3.0M	22,990	+22,990	NEW
340	Saudi Central Bank	$3.0M	22,592	+22,592	NEW
341	MAI Capital Management	$2.9M	22,379	+22,379	NEW
342	Focus Partners Advisor Solutions, LLC	$2.9M	22,030	+22,030	NEW
343	Bleakley Financial Group, LLC	$2.9M	21,949	+21,949	NEW
344	Metis Global Partners, LLC	$2.9M	21,848	+21,848	NEW
345	Radnor Capital Management, LLC	$2.9M	21,799	+21,799	NEW
346	KLCM Advisors, Inc.	$2.9M	21,771	+21,771	NEW
347	Meeder Advisory Services, Inc.	$2.8M	21,762	+21,762	NEW
348	KCM INVESTMENT ADVISORS LLC	$2.8M	21,564	+21,564	NEW
349	PRINCIPAL SECURITIES, INC.	$2.8M	21,509	+21,509	NEW
350	GRIMES & Co WEALTH MANAGEMENT, LLC	$2.8M	21,062	+21,062	NEW
351	Apollon Wealth Management, LLC	$2.8M	21,012	+21,012	NEW
352	Mission Creek Capital Partners, Inc.	$2.7M	26,209	+26,209	NEW
353	Jackson Hole Capital Partners, LLC	$2.7M	20,626	+20,626	NEW
354	Meiji Yasuda Asset Management Co Ltd.	$2.7M	20,608	+20,608	NEW
355	Summit Asset Management, LLC	$2.7M	20,500	+20,500	NEW
356	Insight Inv LLC	$2.7M	20,389	+20,389	NEW
357	Uncommon Cents Investing LLC	$2.7M	20,322	+20,322	NEW
358	Phoenix Financial Ltd.	$2.6M	18,733	+18,733	NEW
359	ANCHOR CAPITAL ADVISORS LLC	$2.6M	19,755	+19,755	NEW
360	RITHOLTZ WEALTH MANAGEMENT	$2.6M	19,699	+19,699	NEW
361	PATTON FUND MANAGEMENT, INC.	$2.6M	19,626	+19,626	NEW
362	TMB Capital Partners, LLC	$2.6M	19,530	+19,530	NEW
363	OMERS ADMINISTRATION Corp	$2.6M	19,505	+19,505	NEW
364	Badgley Phelps Wealth Managers, LLC	$2.5M	19,378	+19,378	NEW
365	Perigon Wealth Management, LLC	$2.5M	19,223	+19,223	NEW
366	SIERRA SUMMIT ADVISORS LLC	$2.5M	19,123	+19,123	NEW
367	FIDUCIARY TRUST CO	$2.5M	18,913	+18,913	NEW
368	D.A. DAVIDSON & CO.	$2.4M	18,641	+18,641	NEW
369	Oak Thistle LLC	$2.4M	18,566	+18,566	NEW
370	COLDSTREAM CAPITAL MANAGEMENT INC	$2.4M	18,516	+18,516	NEW
371	Gallo Partners, LP	$2.4M	18,338	+18,338	NEW
372	PFG Investments, LLC	$2.4M	18,290	+18,290	NEW
373	Phoenix Wealth Advisors	$2.4M	18,288	+18,288	NEW
374	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$2.4M	18,100	+18,100	NEW
375	NATIONAL BANK OF CANADA /FI/	$2.4M	17,951	+17,951	NEW
376	NewEdge Wealth, LLC	$2.3M	17,793	+17,793	NEW
377	BLAIR WILLIAM & CO/IL	$2.3M	17,681	+17,681	NEW
378	Genus Capital Management Inc.	$2.3M	17,595	+17,595	NEW
379	Stratos Wealth Partners, LTD.	$2.3M	17,521	+17,521	NEW
380	Smith Salley Wealth Management	$2.3M	17,477	+17,477	NEW
381	Winthrop Partners - WNY, LLC	$2.3M	17,346	+17,346	NEW
382	MUFG SECURITIES AMERICAS INC.	$2.2M	16,936	+472	ADD
383	AZZAD ASSET MANAGEMENT INC /ADV	$2.2M	16,928	+16,928	NEW
384	ASSETMARK, INC	$2.2M	16,739	+16,739	NEW
385	CORNERSTONE ENTERPRISES, LLC	$2.1M	16,409	+16,409	NEW
386	SIR Capital Management, L.P.	$2.1M	16,400	+16,400	NEW
387	Turas Capital Management LP	$2.1M	16,300	+16,300	NEW
388	Graham Capital Management, L.P.	$2.1M	16,294	+16,294	NEW
389	QUADRANT CAPITAL GROUP LLC	$2.1M	16,289	+16,289	NEW
390	Harrington Investments, INC	$2.1M	16,114	+16,114	NEW
391	B. Riley Wealth Advisors, Inc.	$2.1M	16,412	+16,412	NEW
392	Sustainable Insight Capital Management, LLC	$2.0M	15,494	+15,494	NEW
393	Peregrine Asset Advisers, Inc.	$2.0M	15,455	+15,455	NEW
394	Palisade Asset Management, LLC	$2.0M	14,993	+14,993	NEW
395	Polymer Capital Management (US) LLC	$1.9M	14,875	+14,875	NEW
396	BROWN ADVISORY INC	$1.9M	14,502	+14,502	NEW
397	LOWE BROCKENBROUGH & CO INC	$1.9M	14,458	+14,458	NEW
398	Whitaker-Myers Wealth Managers, LTD.	$1.9M	14,324	+14,324	NEW
399	Invera Wealth Advisors, LLC	$1.9M	14,302	+14,302	NEW
400	Chicago Partners Investment Group LLC	$1.9M	13,339	+13,339	NEW
401	EP Wealth Advisors, LLC	$1.8M	14,125	+14,125	NEW
402	Cornerstone National Bank & Trust Co	$1.8M	13,598	+13,598	NEW
403	Waverly Advisors, LLC	$1.8M	13,906	+13,906	NEW
404	FOX RUN MANAGEMENT, L.L.C.	$1.8M	14,376	+14,376	NEW
405	LEVIN CAPITAL STRATEGIES, L.P.	$1.8M	13,643	+13,643	NEW
406	Siemens Fonds Invest GmbH	$1.8M	13,626	+13,626	NEW
407	Moors & Cabot, Inc.	$1.8M	13,425	+13,425	NEW
408	AE Wealth Management LLC	$1.8M	13,414	+13,414	NEW
409	Edgestream Partners, L.P.	$1.7M	13,292	+13,292	NEW
410	MCDONALD PARTNERS LLC	$1.7M	13,194	+13,194	NEW
411	J.W. COLE ADVISORS, INC.	$1.7M	13,046	+13,046	NEW
412	Cresset Asset Management, LLC	$1.7M	12,956	+12,956	NEW
413	FULTON BANK, N.A.	$1.7M	12,949	+12,949	NEW
414	LEVEL FOUR ADVISORY SERVICES, LLC	$1.7M	12,802	+12,802	NEW
415	Ballentine Partners, LLC	$1.7M	12,747	+12,747	NEW
416	EXCHANGE TRADED CONCEPTS, LLC	$1.7M	12,707	+12,707	NEW
417	Bridgefront Capital, LLC	$1.6M	12,419	+12,419	NEW
418	AlphaCore Capital LLC	$1.6M	12,370	+12,370	NEW
419	Diversified Trust Co	$1.6M	12,353	+12,353	NEW
420	Fiduciary Group, LLC	$1.6M	12,297	+12,297	NEW
421	Bank Julius Baer & Co. Ltd, Zurich	$1.6M	12,210	+12,210	NEW
422	Convergence Investment Partners, LLC	$1.6M	12,146	+12,146	NEW
423	CULBERTSON A N & CO INC	$1.6M	12,086	+12,086	NEW
424	Northwest & Ethical Investments L.P.	$1.6M	12,072	+12,072	NEW
425	Berkeley Capital Partners, LLC	$1.6M	11,963	+11,963	NEW
426	Quadcap Wealth Management, LLC	$1.6M	11,872	+11,872	NEW
427	Farringdon Capital, Ltd.	$1.6M	11,862	+11,862	NEW
428	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.6M	11,804	+11,804	NEW
429	Richard Bernstein Advisors LLC	$1.5M	11,805	+11,805	NEW
430	NFSG Corp	$1.5M	11,375	+11,375	NEW
431	1ST SOURCE BANK	$1.5M	11,368	+11,368	NEW
432	BURNEY CO/	$1.5M	11,288	+11,288	NEW
433	Retirement Planning Group, LLC	$1.5M	11,280	+11,280	NEW
434	MATHER GROUP, LLC.	$1.5M	11,162	+11,162	NEW
435	EVERGREEN CAPITAL MANAGEMENT LLC	$1.4M	11,003	+11,003	NEW
436	Goldstein Advisors, LLC	$1.4M	10,881	+10,881	NEW
437	Qtron Investments LLC	$1.4M	10,801	+10,801	NEW
438	Allworth Financial LP	$1.4M	10,792	+10,792	NEW
439	Ashton Thomas Private Wealth, LLC	$1.4M	10,707	+10,707	NEW
440	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$1.4M	10,689	+10,689	NEW
441	Stonebrook Private Inc.	$1.4M	10,572	+10,572	NEW
442	Arax Advisory Partners	$1.4M	10,394	+10,394	NEW
443	AIGEN INVESTMENT MANAGEMENT, LP	$1.4M	10,527	+10,527	NEW
444	Sivia Capital Partners, LLC	$1.4M	10,513	+10,513	NEW
445	Wedmont Private Capital	$1.4M	9,866	+9,866	NEW
446	CWC Advisors, LLC.	$1.4M	10,338	+10,338	NEW
447	Compound Planning, Inc.	$1.3M	10,261	+10,261	NEW
448	TKG Advisors, LLC	$1.3M	10,200	+10,200	NEW
449	Foresight Group Ltd Liability Partnership	$1.3M	10,379	+10,379	NEW
450	BLUE JEAN FINANCIAL LLC	$1.3M	9,996	+9,996	NEW
451	SECURED RETIREMENT ADVISORS, LLC	$1.3M	9,952	+9,952	NEW
452	Matisse Capital	$1.3M	9,705	+9,705	NEW
453	Snowden Capital Advisors LLC	$1.3M	9,664	+9,664	NEW
454	Krilogy Financial LLC	$1.3M	9,138	+9,138	NEW
455	FIRST INTERSTATE BANK	$1.2M	9,377	+9,377	NEW
456	BENJAMIN EDWARDS INC	$1.2M	9,258	+9,258	NEW
457	CMH Wealth Management LLC	$1.2M	9,225	+9,225	NEW
458	DNCA FINANCE	$1.2M	9,250	+9,250	NEW
459	Vinva Investment Management Ltd	$1.2M	9,388	+9,388	NEW
460	Parallax Volatility Advisers, L.P.	$1.2M	8,477	+8,477	NEW
461	Smartleaf Asset Management LLC	$1.2M	9,258	+9,258	NEW
462	Prospera Financial Services Inc	$1.2M	8,898	+8,898	NEW
463	Catherine Avery Investment Management LLC	$1.2M	8,872	+8,872	NEW
464	Frank, Rimerman Advisors LLC	$1.2M	8,827	+8,827	NEW
465	Widmann Financial Services, Inc.	$1.2M	8,818	+8,818	NEW
466	Summit Financial, LLC	$1.2M	8,765	+8,765	NEW
467	NWAM LLC	$1.2M	8,784	+8,784	NEW
468	Americana Partners, LLC	$1.1M	8,668	+8,668	NEW
469	SAXON INTERESTS, INC.	$1.1M	8,544	+8,544	NEW
470	Hennion & Walsh Asset Management, Inc.	$1.1M	8,541	+8,541	NEW
471	JOHNSON INVESTMENT COUNSEL INC	$1.1M	8,427	+8,427	NEW
472	SeaCrest Wealth Management, LLC	$1.1M	8,349	+8,349	NEW
473	DIVERSIFIED MANAGEMENT INC	$1.1M	8,236	+8,236	NEW
474	EVOKE WEALTH, LLC	$1.1M	8,103	+8,103	NEW
475	Johnson Financial Group, Inc.	$1.1M	8,064	+8,064	NEW
476	Aaron Wealth Advisors LLC	$1.1M	8,054	+8,054	NEW
477	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.0M	8,000	+8,000	NEW
478	TrueWealth Advisors, LLC	$1.0M	7,984	+7,984	NEW
479	Csenge Advisory Group	$1.0M	7,982	+7,982	NEW
480	Blue Trust, Inc.	$1.0M	7,976	+7,976	NEW
481	EVOLVE PRIVATE WEALTH, LLC	$1.0M	7,910	+7,910	NEW
482	Bull Harbor Capital LLC	$1.0M	7,669	—	NO PRIOR
483	Everhart Financial Group, Inc.	$990K	7,563	+7,563	NEW
484	MITCHELL & PAHL PRIVATE WEALTH, LLC	$980K	7,484	+7,484	NEW
485	Keyes, Stange & Wooten Wealth Management, LLC	$978K	7,471	+7,471	NEW
486	Invst, LLC	$971K	7,412	+7,412	NEW
487	Greenland Capital Management LP	$969K	7,400	+7,400	NEW
488	HARRIS ASSOCIATES L P	$962K	7,350	+7,350	NEW
489	Aprio Wealth Management, LLC	$961K	7,340	+7,340	NEW
490	PICTON MAHONEY ASSET MANAGEMENT	$960K	7,330	+7,330	NEW
491	Parkside Financial Bank & Trust	$954K	7,284	+7,284	NEW
492	Seros Financial, LLC	$930K	7,100	+7,100	NEW
493	OneDigital Investment Advisors LLC	$924K	7,058	+7,058	NEW
494	Avestar Capital, LLC	$920K	7,018	+7,018	NEW
495	Pine Valley Investments Ltd Liability Co	$910K	6,948	+6,948	NEW
496	Cooper Financial Group	$910K	6,948	+6,948	NEW
497	Athena Wealth Management, LLC	$892K	6,814	—	NO PRIOR
498	Richmond Investment Services, LLC	$891K	6,803	+6,803	NEW
499	JOURNEY STRATEGIC WEALTH LLC	$882K	6,731	+6,731	NEW
500	ZACKS INVESTMENT MANAGEMENT	$864K	6,597	+6,597	NEW

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · JCI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, D1 Capital Partners, Gotham Asset Management, Tudor Investment Corp, Moore Capital Management $828M held
Trimming: 0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · JOHNSON CONTROLS INTERNATION

Merged timeline of congressional filings and notable-manager moves on JCI
Date	Who	Change	Size
2026-05-15	Viking Global Investors 13F	NEW	+4,419,923 sh
2026-05-15	D1 Capital Partners 13F	NEW	+1,224,055 sh
2026-05-15	Gotham Asset Management 13F	NEW	+411,569 sh
2026-05-15	Tudor Investment Corp 13F	NEW	+218,509 sh
2026-05-15	Moore Capital Management 13F	NEW	+47,774 sh

5 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

18 members of Congress disclosed JCI — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).