Who owns Jack in the Box (JACK)
Which tracked institutional funds hold JACK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JACK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on JACK is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JACK’s largest tracked holder by dollar value, Nantahala Capital Management, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JACK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 126 tracked filers holding JACK, 77 increased or opened the position and 67 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JACK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- RAYMOND JAMES FINANCIAL INC$7M
- JANE STREET GROUP, LLC$2M
- Numerai GP LLC$704K
- IMC-Chicago, LLC$618K
- Headlands Technologies LLC$612K
- Point72 Asset Management, L.P.$563K
Full exits 5
- LSV ASSET MANAGEMENT$5M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- JANUS HENDERSON GROUP PLC$2M
- BALYASNY ASSET MANAGEMENT L.P.$1M
- Invenomic Capital Management LP$1M
Largest adds
- Nantahala Capital Management, LLC$12M
- BANK OF AMERICA CORP /DE/$12M
- BIGLARI CAPITAL CORP.$10M
- Callodine Capital Management, LP$10M
- BlackRock, Inc.$9M
- GOLDMAN SACHS GROUP INC$7M
Largest trims
- MARSHALL WACE, LLP$5M
- MILLENNIUM MANAGEMENT LLC$2M
- Engineers Gate Manager LP$595K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$521K
- MORGAN STANLEY$455K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Nantahala Capital Management, LLC added | 1,728,659 | $27M | 9.7% | 2026-Q2 |
| Callodine Capital Management, LP trimmed | 1,717,153 | $27M | 9.6% | 2026-Q2 |
| BIGLARI CAPITAL CORP. | 1,683,652 | $27M | 9.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,342,305 | $21M | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,164,421 | $18M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 826,459 | $13M | 4.6% | 2026-Q2 |
| Allianz Asset Management GmbH added | 708,001 | $11M | 4.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 632,368 | $10M | 3.5% | 2026-Q2 |
| EARNEST PARTNERS LLC added | 552,367 | $9M | 3.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 486,940 | $8M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 471,816 | $7M | 2.6% | 2026-Q2 |
| IPG Investment Advisors LLC trimmed | 469,300 | $7M | 2.6% | 2026-Q2 |
| UBS Group AG added | 443,755 | $7M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 411,329 | $7M | 2.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 410,589 | $6M | 2.3% | 2026-Q2 |
| STATE STREET CORP added | 393,498 | $6M | 2.2% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC | 376,343 | $6M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 366,056 | $6M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 239,609 | $4M | 1.3% | 2026-Q2 |
| BIGLARI, SARDAR | 200,617 | $3M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 199,822 | $3M | 1.1% | 2026-Q2 |
| Windward Management LP | 182,404 | $3M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 174,478 | $3M | 1.0% | 2026-Q2 |
| Seven Six Capital Management, LLC trimmed | 164,600 | $3M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 154,275 | $2M | 0.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 151,978 | $2M | 0.8% | 2026-Q2 |
| Invesco Ltd. trimmed | 138,752 | $2M | 0.8% | 2026-Q2 |
| Quantinno Capital Management LP added | 137,625 | $2M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 135,055 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 127,048 | $2M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 126,647 | $2M | 0.7% | 2026-Q2 |
| Nuveen, LLC added | 117,311 | $2M | 0.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 115,521 | $2M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 108,066 | $2M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 105,449 | $2M | 0.6% | 2026-Q2 |
| Graham Capital Management, L.P. added | 94,085 | $1M | 0.5% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 78,551 | $1M | 0.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,400 | $1M | 0.4% | 2026-Q2 |
| Atom Investors LP trimmed | 62,737 | $992K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 49,285 | $779K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 45,124 | $713K | 0.3% | 2026-Q2 |
| Numerai GP LLC new | 44,526 | $704K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 39,376 | $623K | 0.2% | 2026-Q2 |
| IMC-Chicago, LLC added | 39,076 | $618K | 0.2% | 2026-Q2 |
| Headlands Technologies LLC added | 38,740 | $612K | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 35,591 | $563K | 0.2% | 2026-Q2 |
| NOVEM GROUP | 35,200 | $557K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 34,966 | $553K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 32,700 | $517K | 0.2% | 2026-Q2 |
| Walleye Trading LLC added | 30,819 | $487K | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 29,450 | $466K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 27,517 | $435K | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 27,366 | $265K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 21,858 | $346K | 0.1% | 2026-Q2 |
| &PARTNERS added | 20,051 | $317K | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 19,870 | $314K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 18,815 | $297K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 17,700 | $280K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 17,657 | $279K | 0.1% | 2026-Q2 |
| JT Stratford LLC new | 17,079 | $270K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 15,691 | $248K | 0.1% | 2026-Q2 |
| Shay Capital LLC trimmed | 15,116 | $239K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 13,492 | $213K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 12,588 | $200K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 11,770 | $186K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 10,428 | $165K | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc | 8,806 | $139K | 0.0% | 2026-Q2 |
| CITIGROUP INC added | 8,638 | $137K | 0.0% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 8,239 | $130K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 7,601 | $120K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 6,893 | $109K | 0.0% | 2026-Q2 |
| CERTUITY, LLC trimmed | 6,556 | $104K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 6,319 | $100K | 0.0% | 2026-Q2 |
| Versant Capital Management, Inc added | 6,107 | $97K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 5,502 | $87K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 5,109 | $81K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 4,066 | $64K | 0.0% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 3,005 | $48K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 2,819 | $45K | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC added | 2,656 | $42K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 2,184 | $35K | 0.0% | 2026-Q2 |
| Quent Capital, LLC | 2,134 | $34K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 1,985 | $31K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,867 | $30K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,847 | $29K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 1,566 | $25K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,009 | $16K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 832 | $13K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 734 | $10K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 675 | $11K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 497 | $8K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 495 | $8K | 0.0% | 2026-Q2 |
| JNBA Financial Advisors | 400 | $6K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC added | 340 | $5K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 336 | $5K | 0.0% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 279 | $4K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 264 | $4K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 261 | $4K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 250 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 246 | $4K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.