Who owns John B. Sanfilippo & Son (JBSS)
Which tracked institutional funds hold JBSS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JBSS 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
54 tracked funds added or opened JBSS while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
JBSS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JBSS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JBSS 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 191 tracked filers holding JBSS, 106 increased or opened the position and 99 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 JBSS 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 8
- Allspring Global Investments Holdings, LLC$4M
- IFG Advisory, LLC$2M
- Corient Private Wealth LP$1M
- Y-Intercept (Hong Kong) Ltd$983K
- Headlands Technologies LLC$916K
- BAILARD, INC.$688K
Full exits 18
- Thrivent Financial for Lutherans$65M
- Hunter Perkins Capital Management, LLC$10M
- JANUS HENDERSON GROUP PLC$8M
- Invenomic Capital Management LP$6M
- ACADIAN ASSET MANAGEMENT LLC$3M
- HighTower Advisors, LLC$2M
Largest adds
- BlackRock, Inc.$16M
- AMERICAN CENTURY COMPANIES INC$13M
- GOLDMAN SACHS GROUP INC$7M
- VANGUARD PORTFOLIO MANAGEMENT LLC$7M
- MILLENNIUM MANAGEMENT LLC$6M
- Invesco Ltd.$5M
Largest trims
- VICTORY CAPITAL MANAGEMENT INC$8M
- ROYCE & ASSOCIATES LP$4M
- TWO SIGMA INVESTMENTS, LP$4M
- Qube Research & Technologies Ltd$2M
- RENAISSANCE TECHNOLOGIES LLC$2M
- MORGAN STANLEY$850K
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,492,212 | $128M | 20.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 370,885 | $32M | 5.0% | 2026-Q2 |
| STATE STREET CORP added | 364,871 | $31M | 5.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 342,213 | $29M | 4.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 338,753 | $29M | 4.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 279,912 | $24M | 3.8% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 258,897 | $22M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 224,084 | $19M | 3.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 186,525 | $16M | 2.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 178,549 | $15M | 2.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 176,288 | $15M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 163,003 | $14M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 156,384 | $13M | 2.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 152,845 | $13M | 2.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 139,217 | $12M | 1.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 122,000 | $10M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 106,405 | $9M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 105,634 | $9M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 103,344 | $9M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 94,469 | $8M | 1.3% | 2026-Q2 |
| Creative Planning added | 86,369 | $7M | 1.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 86,110 | $7M | 1.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 81,503 | $7M | 1.1% | 2026-Q2 |
| DEAN INVESTMENT ASSOCIATES, LLC added | 78,246 | $7M | 1.1% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 72,335 | $6M | 1.0% | 2026-Q2 |
| HEARTLAND ADVISORS INC | 70,000 | $6M | 1.0% | 2026-Q2 |
| MARTIN & CO INC /TN/ added | 69,005 | $6M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 60,038 | $5M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 58,174 | $5M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 56,943 | $5M | 0.8% | 2026-Q2 |
| Dean Capital Management added | 56,833 | $5M | 0.8% | 2026-Q2 |
| UBS Group AG trimmed | 56,678 | $5M | 0.8% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 53,704 | $5M | 0.7% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 47,956 | $4M | 0.7% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 45,860 | $4M | 0.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 45,664 | $4M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 43,110 | $4M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 42,891 | $4M | 0.6% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 37,961 | $3M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 36,609 | $3M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 36,515 | $3M | 0.5% | 2026-Q2 |
| Inspire Investing, LLC added | 36,343 | $3M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 34,043 | $3M | 0.5% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 32,130 | $3M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 31,216 | $3M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 30,823 | $3M | 0.4% | 2026-Q2 |
| Legato Capital Management LLC added | 29,636 | $3M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 25,561 | $2M | 0.3% | 2026-Q2 |
| IFG Advisory, LLC added | 24,590 | $2M | 0.3% | 2026-Q2 |
| TD Asset Management Inc trimmed | 24,400 | $2M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 23,275 | $2M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 23,188 | $2M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 22,024 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 21,814 | $2M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 19,677 | $2M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 19,098 | $2M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 19,065 | $2M | 0.3% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 19,000 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank | 17,776 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 17,651 | $2M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 16,706 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 15,464 | $1M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 15,239 | $1M | 0.2% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 14,170 | $1M | 0.2% | 2026-Q2 |
| Man Group plc trimmed | 13,833 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 12,651 | $1M | 0.2% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 11,426 | $983K | 0.2% | 2026-Q2 |
| Quantbot Technologies LP added | 10,695 | $920K | 0.1% | 2026-Q2 |
| Headlands Technologies LLC new | 10,650 | $916K | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 10,393 | $894K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 10,347 | $889K | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 9,073 | $780K | 0.1% | 2026-Q2 |
| STRS OHIO added | 9,000 | $774K | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 8,918 | $767K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 8,044 | $699K | 0.1% | 2026-Q2 |
| BAILARD, INC. new | 8,000 | $688K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 7,940 | $630K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 7,648 | $658K | 0.1% | 2026-Q2 |
| Magnetar Financial LLC added | 7,647 | $658K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 6,985 | $601K | 0.1% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 6,608 | $568K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 6,576 | $565K | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 6,170 | $531K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 6,089 | $524K | 0.1% | 2026-Q2 |
| Walleye Capital LLC trimmed | 5,221 | $449K | 0.1% | 2026-Q2 |
| Eddie Patel Inc new | 5,215 | $448K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 5,157 | $444K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 5,041 | $433K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 4,909 | $422K | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 4,745 | $408K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 4,743 | $408K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 4,731 | $407K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,663 | $401K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 4,432 | $381K | 0.1% | 2026-Q2 |
| MIRABELLA FINANCIAL SERVICES LLP new | 4,374 | $376K | 0.1% | 2026-Q2 |
| State of Wyoming added | 4,277 | $368K | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC | 4,090 | $352K | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 3,919 | $337K | 0.1% | 2026-Q2 |
| FMR LLC added | 3,798 | $327K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 3,755 | $323K | 0.1% | 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.