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 ↗

HENRY JACK & ASSOC INC · COM · quarter ended 2026-03-31 · 10 members disclosed JKHY ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 557 holders are listed, largest first: 557
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $8.7B
holders whose share count rose or who opened the position (new + add), by shares: 281
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 103

Holders — quarter ended 2026-03-31

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

13F holders of JKHY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$942M	5,958,055	−20,495	TRIM
2	VANGUARD CAPITAL MANAGEMENT LLC	$740M	4,680,410	—	NO PRIOR
3	STATE STREET CORP	$625M	3,954,964	−82,700	TRIM
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$568M	3,591,967	—	NO PRIOR
5	MORGAN STANLEY	$424M	2,683,848	+233,589	ADD
6	CIBC Bancorp USA Inc.	$302M	1,910,530	—	NO PRIOR
7	Invesco Ltd.	$293M	1,852,819	+222,694	ADD
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$230M	1,458,101	+107,708	ADD
9	WELLS FARGO & COMPANY/MN	$218M	1,381,715	−33,506	TRIM
10	APG Asset Management N.V.	$214M	1,562,882	−352	TRIM
11	Janus Henderson Group Ltd.	$170M	1,078,398	+1,070,376	ADD
12	MACKENZIE FINANCIAL CORP	$154M	972,912	−848	TRIM
13	UBS Group AG	$135M	855,963	+65,899	ADD
14	TD ASSET MANAGEMENT INC	$130M	823,825	+242,401	ADD
15	RAYMOND JAMES FINANCIAL INC	$129M	813,626	+50,085	ADD
16	DIMENSIONAL FUND ADVISORS LP	$119M	752,025	+86,810	ADD
17	FIRST TRUST ADVISORS LP	$116M	734,298	+185,465	ADD
18	NORTHERN TRUST CORP	$116M	731,342	−4,955	TRIM
19	Epoch Investment Partners, Inc.	$108M	681,587	+307,886	ADD
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$105M	663,248	+14,517	ADD
21	Amundi	$99.1M	626,837	+279,466	ADD
22	NORDEA INVESTMENT MANAGEMENT AB	$91.0M	584,846	−138,779	TRIM
23	STIFEL FINANCIAL CORP	$83.3M	527,261	+619	ADD
24	ENVESTNET ASSET MANAGEMENT INC	$76.4M	483,343	+13,787	ADD
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$67.8M	428,923	−255,365	TRIM
26	Legal & General Group Plc	$66.5M	420,469	+8,073	ADD
27	Quantinno Capital Management LP	$66.3M	419,286	+285,893	ADD
28	VANGUARD FIDUCIARY TRUST CO	$64.1M	405,789	—	NO PRIOR
29	ALLIANCEBERNSTEIN L.P.	$60.9M	333,515	+175,302	ADD
30	MILLENNIUM MANAGEMENT LLC	$57.9M	366,191	+265,974	ADD
31	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$57.1M	361,171	+41,649	ADD
32	JUPITER ASSET MANAGEMENT LTD	$53.8M	340,633	+59,430	ADD
33	Grantham, Mayo, Van Otterloo & Co. LLC	$51.5M	325,829	+129,038	ADD
34	BALYASNY ASSET MANAGEMENT L.P.	$50.9M	322,342	−234,736	TRIM
35	PRINCIPAL FINANCIAL GROUP INC	$50.1M	317,016	−7,117	TRIM
36	DEUTSCHE BANK AG\	$48.9M	309,136	+49,418	ADD
37	Nuveen, LLC	$46.0M	291,236	+84,809	ADD
38	VICTORY CAPITAL MANAGEMENT INC	$44.8M	283,621	+273,908	ADD
39	Conestoga Capital Advisors, LLC	$39.1M	247,311	+12,078	ADD
40	BANK OF AMERICA CORP /DE/	$38.6M	243,931	−41,659	TRIM
41	Walker Asset Management, LLC	$36.9M	233,617	+5,694	ADD
42	Ceredex Value Advisors LLC	$35.3M	223,400	+223,400	NEW
43	Swiss National Bank	$33.6M	212,400	+13,900	ADD
44	LONDON CO OF VIRGINIA	$32.3M	204,641	−3,795	TRIM
45	Norinchukin Bank, The	$32.0M	202,426	+18,123	ADD
46	Ilex Capital Partners (UK) LLP	$29.5M	186,470	+22,444	ADD
47	ROYAL BANK OF CANADA	$29.1M	184,190	−47,731	TRIM
48	CITADEL ADVISORS LLC	$28.2M	178,526	−1,421,134	TRIM
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$26.5M	167,373	−19,140	TRIM
50	BANK OF MONTREAL /CAN/	$26.1M	165,461	+15,190	ADD
51	BENJAMIN EDWARDS INC	$25.8M	163,253	+903	ADD
52	AQR CAPITAL MANAGEMENT LLC	$25.7M	163,004	+59,584	ADD
53	Copeland Capital Management, LLC	$25.6M	162,103	−4,524	TRIM
54	Mitsubishi UFJ Asset Management Co., Ltd.	$25.0M	158,293	+22	ADD
55	Vanguard Global Advisers, LLC	$25.0M	158,018	—	NO PRIOR
56	CITIGROUP INC	$25.0M	157,945	+3,829	ADD
57	SEI INVESTMENTS CO	$24.9M	157,857	+21,677	ADD
58	Engineers Gate Manager LP	$24.6M	155,852	+14,002	ADD
59	Gotham Asset Management, LLC	$23.9M	151,057	−109,271	TRIM
60	Connor, Clark & Lunn Investment Management Ltd.	$23.7M	150,138	+96,969	ADD
61	Swedbank AB	$23.6M	149,336	+5,549	ADD
62	HSBC HOLDINGS PLC	$22.8M	144,740	−152,330	TRIM
63	Prana Capital Management, LP	$22.7M	143,659	+143,659	NEW
64	Longaeva Partners L.P.	$20.2M	128,056	+128,056	NEW
65	Forvis Mazars Wealth Advisors, LLC	$20.0M	126,797	−7,463	TRIM
66	LPL Financial LLC	$19.6M	124,035	−11,643	TRIM
67	VANGUARD ASSET MANAGEMENT, Ltd	$19.3M	122,194	—	NO PRIOR
68	Freestone Grove Partners LP	$19.2M	121,400	+121,400	NEW
69	Mitsubishi UFJ Trust & Banking Corp	$19.2M	121,201	+55,515	ADD
70	MEEDER ASSET MANAGEMENT INC	$18.3M	115,842	+78,298	ADD
71	BLI - Banque de Luxembourg Investments	$18.0M	99,400	+99,400	NEW
72	TEACHER RETIREMENT SYSTEM OF TEXAS	$17.2M	108,626	+27,524	ADD
73	Creative Planning	$16.6M	105,292	+11,433	ADD
74	Cornerstone Advisors, LLC	$14.4M	91,081	+28,123	ADD
75	LGT Group Foundation	$13.3M	83,922	−39,922	TRIM
76	STATE OF WISCONSIN INVESTMENT BOARD	$13.1M	83,033	+17,486	ADD
77	JACOBSON & SCHMITT ADVISORS, LLC	$12.9M	81,844	−18,199	TRIM
78	FIFTH THIRD BANCORP	$12.8M	80,841	+78,943	ADD
79	Pictet Asset Management Holding SA	$12.7M	80,578	−10,235	TRIM
80	Corient Private Wealth LLC	$12.3M	78,486	+49,111	ADD
81	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.6M	73,266	+34,300	ADD
82	Schonfeld Strategic Advisors LLC	$11.5M	73,000	−162,566	TRIM
83	VOYA INVESTMENT MANAGEMENT LLC	$10.4M	65,696	+3,938	ADD
84	Capital Research Global Investors	$10.4M	66,168	+66,168	NEW
85	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$10.4M	65,533	−75,328	TRIM
86	TRUIST FINANCIAL CORP	$10.2M	64,842	−6,331	TRIM
87	Universal- Beteiligungs- und Servicegesellschaft mbH	$10.2M	64,286	−3,858	TRIM
88	AVIVA PLC	$10.1M	63,606	−2,837	TRIM
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.1M	63,599	0	NO CHANGE
90	MAI Capital Management	$9.8M	62,091	−1,021	TRIM
91	Lighthouse Investment Partners, LLC	$9.6M	60,646	+42,536	ADD
92	ProShare Advisors LLC	$9.1M	57,394	−3,537	TRIM
93	CIBC Asset Management Inc	$8.5M	53,768	+1,630	ADD
94	MATTERN CAPITAL MANAGEMENT, LLC	$8.2M	52,106	+106	ADD
95	Korea Investment CORP	$8.0M	50,434	+31,300	ADD
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.7M	48,662	−2,437	TRIM
97	Aberdeen Group plc	$7.6M	47,914	+2,089	ADD
98	JANE STREET GROUP, LLC	$7.4M	47,019	+44,348	ADD
99	SG Capital Management LLC	$7.4M	46,991	+46,991	NEW
100	Calamos Advisors LLC	$7.1M	45,125	+2,013	ADD
101	AMERICAN CENTURY COMPANIES INC	$6.7M	42,615	+14,686	ADD
102	Andra AP-fonden	$6.6M	41,900	+1,000	ADD
103	ATWOOD & PALMER INC	$6.4M	40,336	−295	TRIM
104	Callan Family Office, LLC	$6.2M	39,389	+852	ADD
105	Vestmark Advisory Solutions, Inc.	$6.2M	39,119	−4,378	TRIM
106	BNP Paribas Asset Management Holding S.A.	$6.1M	38,751	+3,041	ADD
107	Cetera Investment Advisers	$6.1M	38,499	−1,696	TRIM
108	Ensign Peak Advisors, Inc	$6.0M	38,104	+20,989	ADD
109	VELA Investment Management, LLC	$6.0M	37,661	+23,673	ADD
110	Illinois Municipal Retirement Fund	$5.8M	37,005	+599	ADD
111	ROYAL LONDON ASSET MANAGEMENT LTD	$5.8M	36,838	+2,308	ADD
112	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.8M	36,789	−42,661	TRIM
113	Kesler, Norman & Wride, LLC	$5.7M	36,376	+1,239	ADD
114	Vanguard Investments Australia, Ltd.	$5.7M	36,198	—	NO PRIOR
115	Chevy Chase Trust Holdings, LLC	$5.6M	35,552	−1,144	TRIM
116	NewEdge Wealth, LLC	$5.5M	35,105	−5,163	TRIM
117	PRUDENTIAL FINANCIAL INC	$5.5M	34,925	−725	TRIM
118	CANADA PENSION PLAN INVESTMENT BOARD	$5.5M	34,500	+34,500	NEW
119	REGIONS FINANCIAL CORP	$5.3M	33,619	−1,928	TRIM
120	ExodusPoint Capital Management, LP	$5.2M	32,714	+32,714	NEW
121	Alpine Peaks Capital, LP	$5.1M	32,247	+2,200	ADD
122	NOMURA ASSET MANAGEMENT CO LTD	$5.1M	32,145	−627	TRIM
123	Vest Financial, LLC	$5.1M	32,049	+13,459	ADD
124	JGP Wealth Management, LLC	$4.8M	30,611	−12,899	TRIM
125	Silver Lake Advisory, LLC	$4.8M	30,382	+499	ADD
126	Asset Management One Co., Ltd.	$4.8M	30,266	−305	TRIM
127	TWO SIGMA INVESTMENTS, LP	$4.7M	30,000	+30,000	NEW
128	Tidal Investments LLC	$4.7M	29,912	+5,461	ADD
129	Resona Asset Management Co.,Ltd.	$4.7M	29,900	+424	ADD
130	STANSBERRY ASSET MANAGEMENT, LLC	$4.7M	29,574	−207	TRIM
131	Pinnacle Financial Partners, Inc.	$4.6M	29,287	+2,058	ADD
132	TORONTO DOMINION BANK	$4.6M	29,004	−2,898	TRIM
133	TRILLIUM ASSET MANAGEMENT, LLC	$4.5M	26,288	−2,615	TRIM
134	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	27,747	+8,163	ADD
135	United Asset Strategies, Inc.	$4.4M	27,528	+1,327	ADD
136	COMMERCE BANK	$4.2M	26,522	−1,009	TRIM
137	LGT Fund Management Co Ltd.	$4.2M	26,411	+5,354	ADD
138	Tredje AP-fonden	$4.1M	26,005	+18,609	ADD
139	MERCER GLOBAL ADVISORS INC /ADV	$4.1M	25,698	+3,365	ADD
140	BAHL & GAYNOR INC	$4.0M	25,593	+123	ADD
141	FMR LLC	$4.0M	25,442	−1,353	TRIM
142	SCHWARTZ INVESTMENT COUNSEL INC	$4.0M	25,300	0	NO CHANGE
143	INTECH INVESTMENT MANAGEMENT LLC	$4.0M	25,120	−20,532	TRIM
144	&PARTNERS	$4.0M	24,977	−668	TRIM
145	Hilton Capital Management, LLC	$3.9M	24,948	+6,634	ADD
146	Sanctuary Advisors, LLC	$3.9M	24,899	−3,827	TRIM
147	Atria Investments, Inc	$3.9M	24,435	−6,162	TRIM
148	Modera Wealth Management, LLC	$3.7M	23,668	+69	ADD
149	Vident Advisory, LLC	$3.7M	23,656	+21,127	ADD
150	Moran Wealth Management, LLC	$3.7M	23,320	−2,537	TRIM
151	Lansforsakringar Fondforvaltning AB (publ)	$3.6M	22,768	+71	ADD
152	Y-Intercept (Hong Kong) Ltd	$3.6M	22,581	+22,581	NEW
153	State of New Jersey Common Pension Fund D	$3.5M	22,302	0	NO CHANGE
154	Dai-ichi Life Insurance Company, Ltd	$3.3M	21,102	+14,728	ADD
155	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.3M	20,925	+20,925	NEW
156	Legacy Financial Strategies, LLC	$3.3M	20,640	0	NO CHANGE
157	Cerity Partners LLC	$3.2M	20,442	−5,924	TRIM
158	Morningstar Investment Management LLC	$3.2M	20,175	+10,815	ADD
159	Stratos Wealth Partners, LTD.	$3.2M	20,009	−739	TRIM
160	STEPHENS INC /AR/	$3.2M	19,953	−662	TRIM
161	Arizona State Retirement System	$3.1M	19,667	−259	TRIM
162	Czech National Bank	$3.1M	19,654	+569	ADD
163	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$3.1M	19,600	0	NO CHANGE
164	Mirae Asset Global Investments Co., Ltd.	$3.1M	19,431	+7,147	ADD
165	US BANCORP \DE\	$3.1M	19,424	−652	TRIM
166	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.0M	18,809	+2,363	ADD
167	Swiss Life Asset Management Ltd	$2.9M	18,264	−2,286	TRIM
168	Cardinal Capital Management	$2.9M	18,248	+18,248	NEW
169	MML INVESTORS SERVICES, LLC	$2.8M	17,917	−4,890	TRIM
170	Oak Thistle LLC	$2.8M	17,658	+9,991	ADD
171	Rafferty Asset Management, LLC	$2.8M	17,543	−4,536	TRIM
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.7M	16,811	−24	TRIM
173	TICINO WEALTH	$2.7M	15,484	−456	TRIM
174	JOHNSON INVESTMENT COUNSEL INC	$2.6M	16,763	+90	ADD
175	Riverwater Partners LLC	$2.6M	16,462	+16,462	NEW
176	Meiji Yasuda Asset Management Co Ltd.	$2.6M	16,442	−8,806	TRIM
177	Pathstone Holdings, LLC	$2.6M	16,159	−1,985	TRIM
178	Retirement Systems of Alabama	$2.4M	15,325	−72	TRIM
179	SEB Asset Management AB	$2.4M	15,305	—	NO PRIOR
180	Summit Trail Advisors, LLC	$2.4M	15,261	+10,021	ADD
181	Capital Group Private Client Services, Inc.	$2.4M	15,208	−4,700	TRIM
182	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.3M	14,627	+1,267	ADD
183	NATIONAL BANK OF CANADA /FI/	$2.3M	14,445	−24,978	TRIM
184	Karani Asset Management LLC	$2.3M	14,393	−9,871	TRIM
185	Argo Wealth Advisory, LLC	$2.3M	14,278	+247	ADD
186	Elo Mutual Pension Insurance Co	$2.2M	14,188	+14,188	NEW
187	Woodline Partners LP	$2.2M	14,143	+1,789	ADD
188	Focus Partners Wealth	$2.2M	14,163	+9,548	ADD
189	XPONANCE LLC	$2.2M	14,090	+1,073	ADD
190	IFM Investors Pty Ltd	$2.2M	13,894	0	NO CHANGE
191	Daiwa Securities Group Inc.	$2.2M	13,835	+2,084	ADD
192	Steward Partners Investment Advisory, LLC	$2.2M	13,726	+649	ADD
193	Delta Global Management LP	$2.2M	13,688	+396	ADD
194	Man Group plc	$2.1M	13,537	+6,348	ADD
195	Vanguard Personalized Indexing Management, LLC	$2.1M	13,456	−127	TRIM
196	LBP AM SA	$2.1M	13,045	+13,045	NEW
197	BANK OF NOVA SCOTIA	$2.1M	13,033	−826	TRIM
198	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.0M	12,932	+2,081	ADD
199	Lombard Odier Asset Management (Europe) Ltd	$2.0M	12,500	−5,500	TRIM
200	YOUSIF CAPITAL MANAGEMENT, LLC	$2.0M	12,471	−399	TRIM
201	CENTRAL TRUST Co	$1.9M	12,300	−55	TRIM
202	Utah Retirement Systems	$1.9M	11,927	0	NO CHANGE
203	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.9M	12,253	+7,669	ADD
204	Candriam S.C.A.	$1.8M	11,312	+11,312	NEW
205	UniSuper Management Pty Ltd	$1.8M	11,297	+32	ADD
206	Apollon Wealth Management, LLC	$1.8M	11,284	−2,060	TRIM
207	MACQUARIE GROUP LTD	$1.7M	10,910	+682	ADD
208	Rakuten Investment Management, Inc.	$1.7M	10,720	+1,016	ADD
209	GLOBEFLEX CAPITAL L P	$1.7M	10,581	0	NO CHANGE
210	OPPENHEIMER & CO INC	$1.6M	10,390	−107	TRIM
211	Taylor Frigon Capital Management LLC	$1.6M	10,230	−463	TRIM
212	Nicholson Wealth Management Group, LLC	$1.6M	10,197	−211	TRIM
213	M&T BANK CORP	$1.6M	10,131	−2,630	TRIM
214	Northwest & Ethical Investments L.P.	$1.6M	10,016	+8,014	ADD
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.6M	9,976	−2,924	TRIM
216	Generali Asset Management SPA SGR	$1.6M	9,871	+801	ADD
217	Henshaw Capital LLC	$1.6M	9,846	—	NO PRIOR
218	WEYBOSSET RESEARCH & MANAGEMENT LLC	$1.6M	9,838	0	NO CHANGE
219	NEOS Investment Management LLC	$1.6M	9,833	+8,326	ADD
220	QUADRANT CAPITAL GROUP LLC	$1.5M	9,757	−56	TRIM
221	PAX Financial Group, LLC	$1.5M	9,745	−1,678	TRIM
222	Eurizon Capital SGR S.p.A.	$1.5M	9,748	+6,834	ADD
223	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	9,658	−3,996	TRIM
224	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	9,605	+853	ADD
225	Linden Thomas Advisory Services, LLC	$1.5M	9,594	+162	ADD
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.5M	9,504	+66	ADD
227	Robeco Institutional Asset Management B.V.	$1.5M	9,443	+9,443	NEW
228	Ethic Inc.	$1.5M	9,412	−950	TRIM
229	UMB Bank, n.a.	$1.5M	9,389	+867	ADD
230	Wealthfront Advisers LLC	$1.5M	9,224	−7	TRIM
231	OSAIC HOLDINGS, INC.	$1.4M	9,112	−1,318	TRIM
232	FRANKLIN RESOURCES INC	$1.4M	8,880	−484	TRIM
233	PineStone Asset Management Inc.	$1.4M	8,600	−51,600	TRIM
234	OMERS ADMINISTRATION Corp	$1.3M	8,365	+5,330	ADD
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	8,318	+8,318	NEW
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.3M	8,235	+108	ADD
237	DAVENPORT & Co LLC	$1.3M	8,099	−234	TRIM
238	ICW Investment Advisors LLC	$1.3M	7,984	+103	ADD
239	OP Asset Management Ltd	$1.2M	7,848	—	NO PRIOR
240	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,676	−96	TRIM
241	STOREBRAND ASSET MANAGEMENT AS	$1.2M	7,636	—	NO PRIOR
242	Crossmark Global Holdings, Inc.	$1.2M	7,502	—	NO PRIOR
243	GUGGENHEIM CAPITAL LLC	$1.2M	7,438	+37	ADD
244	GHP Investment Advisors, Inc.	$1.2M	7,437	+3,114	ADD
245	PANAGORA ASSET MANAGEMENT INC	$1.1M	7,238	+4,368	ADD
246	ALPS ADVISORS INC	$1.1M	7,168	+2,635	ADD
247	Graham Capital Management, L.P.	$1.1M	7,162	−154	TRIM
248	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	7,151	−625	TRIM
249	Rockefeller Capital Management L.P.	$1.1M	7,013	−4,064	TRIM
250	OPPENHEIMER ASSET MANAGEMENT INC.	$1.1M	6,886	−349	TRIM
251	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.0M	6,664	−1,037	TRIM
252	Impact Capital Partners LLC	$1.0M	6,516	−495	TRIM
253	National Pension Service	$1.0M	6,496	+6,496	NEW
254	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.0M	6,359	+6,359	NEW
255	WCM INVESTMENT MANAGEMENT, LLC	$997K	6,373	+6,373	NEW
256	SAGESPRING WEALTH PARTNERS, LLC	$993K	6,285	−61	TRIM
257	Prospera Financial Services Inc	$990K	6,260	+4,317	ADD
258	Qsemble Capital Management, LP	$965K	6,103	+6,103	NEW
259	Sequoia Financial Advisors, LLC	$954K	6,036	−5,307	TRIM
260	MITCHELL & PAHL PRIVATE WEALTH, LLC	$945K	5,979	+334	ADD
261	Concurrent Investment Advisors, LLC	$899K	5,688	−803	TRIM
262	Inspire Investing, LLC	$898K	5,683	−2,872	TRIM
263	Formidable Asset Management, LLC	$893K	5,355	−420	TRIM
264	Keeler Thomas Management LLC	$885K	5,598	+5,598	NEW
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$867K	5,486	+5,486	NEW
266	NewEdge Advisors, LLC	$861K	5,451	−226	TRIM
267	Jefferies Financial Group Inc.	$843K	5,335	−20,043	TRIM
268	Federation des caisses Desjardins du Quebec	$831K	5,258	−1,115	TRIM
269	Caitlin John, LLC	$820K	5,187	−1,072	TRIM
270	Investment Management Corp of Ontario	$818K	5,174	+200	ADD
271	ENTERPRISE FINANCIAL SERVICES CORP	$817K	5,171	−12	TRIM
272	WELLINGTON MANAGEMENT GROUP LLP	$816K	5,161	+466	ADD
273	BARD ASSOCIATES INC	$814K	5,150	0	NO CHANGE
274	COMMONWEALTH EQUITY SERVICES, LLC	$811K	5,129	−1,511	TRIM
275	HighTower Advisors, LLC	$807K	5,109	+121	ADD
276	Holocene Advisors, LP	$799K	5,058	−115,779	TRIM
277	BAMCO INC /NY/	$793K	5,016	−94	TRIM
278	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$786K	4,976	−4,494	TRIM
279	Empowered Funds, LLC	$768K	4,861	+4,861	NEW
280	Curated Wealth Partners LLC	$748K	4,734	+292	ADD
281	RWA WEALTH PARTNERS, LLC	$748K	4,731	+30	ADD
282	INCEPTIONR LLC	$742K	4,692	+4,692	NEW
283	CenterBook Partners LP	$736K	4,655	+4,655	NEW
284	XTX Topco Ltd	$730K	4,617	+4,617	NEW
285	ICICI Prudential Asset Management Co Ltd	$726K	4,593	−12,320	TRIM
286	Advisory Advocates, LLC	$713K	4,510	—	NO PRIOR
287	CAXTON ASSOCIATES LLP	$708K	4,478	+4,478	NEW
288	Midwest Trust Co	$706K	4,465	+1,692	ADD
289	MIZUHO SECURITIES USA LLC	$690K	4,363	−907	TRIM
290	Kera Capital Partners, Inc.	$683K	4,319	+1,827	ADD
291	TWIN CAPITAL MANAGEMENT INC	$682K	4,314	+4,314	NEW
292	Impact Partnership Wealth, LLC	$679K	4,297	+4,297	NEW
293	MOKAN Wealth Management Inc.	$668K	4,223	−3,220	TRIM
294	Summit Financial, LLC	$668K	4,225	+26	ADD
295	HOHIMER WEALTH MANAGEMENT, LLC	$666K	4,217	+352	ADD
296	WELCH & FORBES LLC	$658K	4,164	−50	TRIM
297	SUMMITRY LLC	$653K	4,135	+191	ADD
298	Hennion & Walsh Asset Management, Inc.	$650K	4,112	+232	ADD
299	Aaron Wealth Advisors LLC	$649K	4,108	+1,949	ADD
300	Allspring Global Investments Holdings, LLC	$638K	4,102	+206	ADD
301	Inspire Advisors, LLC	$634K	4,010	+532	ADD
302	Diversified Trust Co	$633K	4,008	−134	TRIM
303	Sepio Capital, LP	$628K	3,976	+707	ADD
304	World Investment Advisors	$628K	3,972	−268	TRIM
305	Brooklyn Investment Group	$607K	3,839	+464	ADD
306	DOLIVER ADVISORS, LP	$601K	3,800	0	NO CHANGE
307	CATALYST FINANCIAL PARTNERS LLC	$595K	3,762	+2,292	ADD
308	CWM, LLC	$584K	3,693	+1,151	ADD
309	FSM Wealth Advisors, LLC	$575K	3,639	+18	ADD
310	Bridgewater Advisors Inc.	$568K	4,092	−1,208	TRIM
311	Global X Japan Co., Ltd.	$557K	3,524	−109	TRIM
312	Envestnet Portfolio Solutions, Inc.	$554K	3,507	−2,882	TRIM
313	D.A. DAVIDSON & CO.	$553K	3,496	−263	TRIM
314	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$546K	3,452	+3,452	NEW
315	BURNEY CO/	$537K	3,398	−649	TRIM
316	Maryland State Retirement & Pension System	$536K	3,390	0	NO CHANGE
317	LRT Capital Management, LLC	$528K	3,343	−280	TRIM
318	Tyche Wealth Partners LLC	$525K	3,320	+164	ADD
319	Coastal Bridge Advisors, LLC	$520K	3,293	−69	TRIM
320	Odyssean, LLC	$512K	3,238	+3,238	NEW
321	Hardworking Capital Advisors, LLC	$509K	3,219	+38	ADD
322	Vise Technologies, Inc.	$506K	2,773	0	NO CHANGE
323	denkapparat Operations GmbH	$505K	3,198	+1,384	ADD
324	KEYBANK NATIONAL ASSOCIATION/OH	$494K	3,123	+530	ADD
325	BLAIR WILLIAM & CO/IL	$483K	3,058	+175	ADD
326	Dundas Partners LLP	$481K	3,043	−548	TRIM
327	PRUDENTIAL PLC	$475K	3,008	0	NO CHANGE
328	Vontobel Holding Ltd.	$475K	3,006	−296	TRIM
329	S.A. Mason LLC	$474K	3,002	+3,002	NEW
330	Baker Avenue Asset Management, LP	$474K	3,001	+3,001	NEW
331	BOOTHBAY FUND MANAGEMENT, LLC	$473K	2,994	+1,443	ADD
332	Keating Financial Advisory Services, Inc.	$472K	2,988	−1,621	TRIM
333	MUFG Securities EMEA plc	$469K	2,967	0	NO CHANGE
334	FULTON BANK, N.A.	$465K	2,943	+114	ADD
335	Chicago Partners Investment Group LLC	$458K	2,941	+1,260	ADD
336	Allianz Asset Management GmbH	$457K	2,889	+591	ADD
337	CI INVESTMENTS INC.	$452K	2,858	+13	ADD
338	Ballentine Partners, LLC	$449K	2,841	+1,117	ADD
339	ELEVATION POINT WEALTH PARTNERS, LLC	$448K	2,835	+98	ADD
340	TD Waterhouse Canada Inc.	$447K	2,875	+2,743	ADD
341	HUB Investment Partners, LLC	$446K	2,822	+1,499	ADD
342	LVW Advisors, LLC	$431K	2,727	−494	TRIM
343	Osmosis Investment Management UK Ltd	$429K	2,715	+2,715	NEW
344	Blackhawk Capital Partners, LLC	$426K	2,696	−6	TRIM
345	Arax Advisory Partners	$425K	2,687	+1,148	ADD
346	Ashton Thomas Private Wealth, LLC	$422K	2,669	+1,466	ADD
347	TOKIO MARINE ASSET MANAGEMENT CO LTD	$420K	2,660	0	NO CHANGE
348	Caprock Group, LLC	$420K	2,657	+2,657	NEW
349	FOUNDATIONS INVESTMENT ADVISORS, LLC	$409K	2,587	+52	ADD
350	WEALTH ALLIANCE, LLC	$408K	2,583	+63	ADD
351	Laird Norton Wetherby Trust Company, LLC	$403K	2,553	−309	TRIM
352	CHOREO, LLC	$397K	2,513	+1,289	ADD
353	MQS Management LLC	$396K	2,508	+2,508	NEW
354	Empirical Finance, LLC	$394K	2,494	−6	TRIM
355	Aegis Wealth Management, Inc.	$388K	2,452	0	NO CHANGE
356	iSAM Funds (UK) Ltd	$384K	2,428	−7,864	TRIM
357	Frank, Rimerman Advisors LLC	$371K	2,348	−833	TRIM
358	Avior Wealth Management, LLC	$368K	2,329	−116	TRIM
359	Monument Capital Management	$366K	2,318	−58	TRIM
360	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$365K	2,309	−4	TRIM
361	MIRABELLA FINANCIAL SERVICES LLP	$361K	2,286	+1,068	ADD
362	FAS Wealth Partners, Inc.	$357K	2,259	+6	ADD
363	J. Safra Sarasin Holding AG	$355K	2,248	−1,802	TRIM
364	Machina Capital S.A.S.	$348K	2,199	−1,632	TRIM
365	Gibbs Wealth Management	$347K	2,197	+2,197	NEW
366	North Dakota State Investment Board	$335K	2,122	−376	TRIM
367	Koshinski Asset Management, Inc.	$334K	2,113	−2,283	TRIM
368	ABN AMRO INVESTMENT SOLUTIONS	$334K	2,111	+165	ADD
369	SIGNATUREFD, LLC	$330K	2,086	−294	TRIM
370	Parkside Financial Bank & Trust	$329K	2,083	−36	TRIM
371	EVOLVE PRIVATE WEALTH, LLC	$328K	2,073	−352	TRIM
372	Metis Global Partners, LLC	$325K	2,055	−261	TRIM
373	Aware Super Pty Ltd as trustee of Aware Super	$323K	2,046	—	NO PRIOR
374	Calamos Wealth Management LLC	$320K	2,027	+190	ADD
375	Merit Financial Group, LLC	$320K	2,023	+312	ADD
376	ASR Vermogensbeheer N.V.	$319K	2,021	+48	ADD
377	Wellington Grp LLC	$319K	2,017	—	NO PRIOR
378	Waverly Advisors, LLC	$318K	2,015	+10	ADD
379	Ipswich Investment Management Co., Inc.	$315K	1,996	−75	TRIM
380	Cresset Asset Management, LLC	$315K	1,994	+316	ADD
381	HB Wealth Management, LLC	$313K	1,981	+267	ADD
382	Outlook Wealth Advisors, LLC	$311K	1,969	−7	TRIM
383	STRATEGY ASSET MANAGERS LLC	$310K	1,961	+166	ADD
384	Compound Planning, Inc.	$307K	1,943	+289	ADD
385	Modern Wealth Management, LLC	$306K	1,966	−346	TRIM
386	Savvy Advisors, Inc.	$304K	1,922	−108	TRIM
387	Squarepoint Ops LLC	$303K	1,918	−97,192	TRIM
388	Ascent Group, LLC	$303K	1,916	−118	TRIM
389	OneDigital Investment Advisors LLC	$301K	1,906	−379	TRIM
390	RITHOLTZ WEALTH MANAGEMENT	$301K	1,905	+250	ADD
391	SECURIAN ASSET MANAGEMENT, INC	$298K	1,888	0	NO CHANGE
392	NOMURA HOLDINGS INC	$298K	1,885	−275	TRIM
393	Brookstone Capital Management	$296K	1,873	+1,873	NEW
394	Procyon Advisors, LLC	$293K	1,857	+187	ADD
395	PRINCIPAL SECURITIES, INC.	$289K	1,826	+45	ADD
396	PRIVATE MANAGEMENT GROUP INC	$287K	1,817	0	NO CHANGE
397	Meeder Advisory Services, Inc.	$286K	1,810	−596	TRIM
398	Koesten, Hirschmann & Crabtree, INC.	$283K	1,790	+2	ADD
399	GENESIS PRIVATE WEALTH, LLC	$282K	1,787	+64	ADD
400	NICOLET BANKSHARES INC	$281K	1,806	+1,806	NEW
401	CAPITAL ADVISORS INC/OK	$281K	1,775	+184	ADD
402	AE Wealth Management LLC	$279K	1,767	−157	TRIM
403	True North Advisors, LLC	$269K	1,703	−27	TRIM
404	Westerkirk Capital Inc.	$269K	1,700	0	NO CHANGE
405	Siemens Fonds Invest GmbH	$268K	1,696	−369	TRIM
406	SCHRODER INVESTMENT MANAGEMENT GROUP	$267K	1,687	+92	ADD
407	Portside Wealth Group, LLC	$266K	1,680	−468	TRIM
408	NEW WAVE WEALTH ADVISORS LLC	$264K	1,671	+5	ADD
409	CREDIT AGRICOLE S A	$263K	1,661	0	NO CHANGE
410	Legacy Capital Wealth Partners, LLC	$258K	1,630	−2	TRIM
411	NORDEN GROUP LLC	$257K	1,624	+38	ADD
412	Curi Capital, LLC	$252K	1,597	−242	TRIM
413	ASSETMARK, INC	$251K	1,590	−1,039	TRIM
414	GREENLEAF TRUST	$250K	1,583	−114	TRIM
415	JOURNEY STRATEGIC WEALTH LLC	$248K	1,570	−125	TRIM
416	Savant Capital, LLC	$240K	1,516	+1,516	NEW
417	Snowden Capital Advisors LLC	$239K	1,513	−126	TRIM
418	Kathmere Capital Management, LLC	$237K	1,501	+355	ADD
419	Gradient Investments LLC	$237K	1,500	0	NO CHANGE
420	EVERGREEN CAPITAL MANAGEMENT LLC	$236K	1,496	+1,496	NEW
421	Composition Wealth, LLC	$235K	1,485	−340	TRIM
422	Private Advisor Group, LLC	$233K	1,477	+259	ADD
423	Phillips Wealth Planners LLC	$230K	1,598	+19	ADD
424	Petros Family Wealth, LLC	$229K	1,451	+78	ADD
425	GTS SECURITIES LLC	$229K	1,449	+1,449	NEW
426	PATTON FUND MANAGEMENT, INC.	$226K	1,429	+148	ADD
427	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$223K	1,436	−170	TRIM
428	Regal Investment Advisors LLC	$223K	1,409	+1,409	NEW
429	FIDUCIARY TRUST CO	$221K	1,397	−77	TRIM
430	MOODY ALDRICH PARTNERS LLC	$220K	1,392	−30	TRIM
431	Robertson Stephens Wealth Management, LLC	$215K	1,362	+22	ADD
432	Diversified Enterprises, LLC	$211K	1,337	−75	TRIM
433	Charter Capital Management, LLC\DE	$211K	1,334	0	NO CHANGE
434	Vinva Investment Management Ltd	$210K	1,342	+1,342	NEW
435	Quantum Portfolio Management LLC	$207K	1,308	+1,308	NEW
436	Goldstein Advisors, LLC	$206K	1,302	+1,302	NEW
437	SFMG, LLC	$204K	1,293	0	NO CHANGE
438	Inscription Capital, LLC	$202K	1,279	+1,279	NEW
439	B. Riley Wealth Advisors, Inc.	$202K	1,292	−672	TRIM
440	Dynamic Advisor Solutions LLC	$200K	1,267	−111	TRIM
441	KESTRA PRIVATE WEALTH SERVICES, LLC	$200K	1,267	−4,829	TRIM
442	EXCHANGE TRADED CONCEPTS, LLC	$186K	1,174	−4,795	TRIM
443	Hilltop National Bank	$185K	1,171	+308	ADD
444	Destiny Wealth Partners, LLC	$149K	942	+942	NEW
445	Walleye Trading LLC	$148K	934	−2,349	TRIM
446	Tower Research Capital LLC (TRC)	$131K	827	−1,195	TRIM
447	Ameritas Investment Partners, Inc.	$102K	648	0	NO CHANGE
448	Caitong International Asset Management Co., Ltd	$101K	642	+642	NEW
449	Quarry LP	$99.2K	628	+231	ADD
450	Community Financial Services Group, LLC	$95.9K	616	+616	NEW
451	Atlantic Union Bankshares Corp	$91.7K	580	+70	ADD
452	Allworth Financial LP	$90.3K	572	+109	ADD
453	Curat Global, LLC	$85.3K	539	−160	TRIM
454	FIL Ltd	$81.9K	518	+518	NEW
455	TEMA ETFS LLC	$81.1K	513	0	NO CHANGE
456	HM PAYSON & CO	$78.4K	496	0	NO CHANGE
457	Bayforest Capital Ltd	$76.0K	481	−537	TRIM
458	Global Assets Advisory, LLC	$75.5K	478	+478	NEW
459	RMG Wealth Management LLC	$75.3K	524	−125	TRIM
460	Blue Trust, Inc.	$73.8K	467	−50	TRIM
461	Bank Julius Baer & Co. Ltd, Zurich	$73.5K	465	−623	TRIM
462	MATHER GROUP, LLC.	$69.1K	437	+437	NEW
463	Annis Gardner Whiting Capital Advisors, LLC	$68.4K	433	+128	ADD
464	State of Wyoming	$68.1K	431	−15	TRIM
465	Leonteq Securities AG	$62.9K	398	−38	TRIM
466	Larson Financial Group LLC	$61.0K	386	+211	ADD
467	SJS Investment Consulting Inc.	$38.2K	242	+236	ADD
468	Wealth Enhancement Trust Services, Inc.	$31.8K	201	−105	TRIM
469	True Wealth Design, LLC	$29.1K	184	+97	ADD
470	Clearstead Advisors, LLC	$25.4K	161	−164	TRIM
471	Kemnay Advisory Services Inc.	$21.8K	138	+138	NEW
472	Cromwell Holdings LLC	$21.2K	134	+4	ADD
473	Pinnacle Wealth Planning Services, Inc.	$21.1K	134	+29	ADD
474	CVA Family Office, LLC	$20.1K	127	+13	ADD
475	Smartleaf Asset Management LLC	$18.6K	119	−70	TRIM
476	Physician Wealth Advisors, Inc.	$18.0K	114	−3	TRIM
477	ENTRUST FINANCIAL LLC	$17.1K	108	−3	TRIM
478	WPG Advisers, LLC	$15.3K	97	−29	TRIM
479	Marquette Asset Management, LLC	$12.5K	79	0	NO CHANGE
480	NATIXIS ADVISORS, LLC	$12.0K	76,117	+6,587	ADD
481	JONES FINANCIAL COMPANIES LLLP	$10.9K	69	−174	TRIM
482	ELEVATION WEALTH PARTNERS, LLC	$10.1K	64	+52	ADD
483	Transamerica Financial Advisors, LLC	$9.8K	62	+37	ADD
484	JFS WEALTH ADVISORS, LLC	$8.9K	56	−20	TRIM
485	SIMPLEX TRADING, LLC	$8.9K	56	+56	NEW
486	Dogwood Wealth Management LLC	$8.7K	55	+24	ADD
487	Vestcor Inc	$8.4K	53,113	+21,679	ADD
488	Cherry Tree Wealth Management, LLC	$8.4K	53	0	NO CHANGE
489	CANADA LIFE ASSURANCE Co	$8.3K	52,482	−211	TRIM
490	GILPIN WEALTH MANAGEMENT, LLC	$7.9K	50	0	NO CHANGE
491	AMICA MUTUAL INSURANCE CO	$7.7K	48,570	0	NO CHANGE
492	MCF Advisors LLC	$7.4K	47	—	NO PRIOR
493	Y.D. More Investments Ltd	$7.3K	46	−6	TRIM
494	Prestige Wealth Management Group LLC	$7.1K	45	0	NO CHANGE
495	Sachetta, LLC	$7.1K	45	+18	ADD
496	Owl Creek Wealth Partners LLC	$6.3K	40	—	NO PRIOR
497	Advocate Investing Services LLC	$5.8K	37	0	NO CHANGE
498	Treasurer of the State of North Carolina	$4.9K	31,080	+657	ADD
499	Global Trust Asset Management, LLC	$4.7K	30	0	NO CHANGE
500	CBIZ Investment Advisory Services, LLC	$4.7K	30	−25	TRIM

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

Congress ↔ notable managers · JKHY

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

Congress · last 90 days

Buyers: 0 — —
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $708K held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $23.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HENRY JACK & ASSOC INC

Merged timeline of congressional filings and notable-manager moves on JKHY
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	SELL	$1K–$15K
2026-05-15	Gotham Asset Management 13F	TRIM	−109,271 sh
2026-05-15	Bridgewater Associates 13F	EXIT	−51,777 sh
2026-05-14	Caxton Associates 13F	NEW	+4,478 sh

4 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

10 members of Congress disclosed JKHY — 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).