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Institutional Ownership · SEC Form 13F

Who owns Johnson Controls International (JCI)


Which tracked institutional funds hold JCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JCI company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,550
Institutional holders
556M
Shares held (tracked funds)
59.4%
Of shares outstanding

How the tape is positioned

467 tracked funds added or opened JCI while 170 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

JCI’s largest tracked holder by dollar value, DODGE & COX, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JCI 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 2025-Q4 and 2026-Q1, across 1550 tracked filers holding JCI, 758 increased or opened the position and 690 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 JCI between the 2025-Q4 and 2026-Q1 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 64

  • VANGUARD CAPITAL MANAGEMENT LLC$5.2B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$2.6B
  • VANGUARD FIDUCIARY TRUST CO$451M
  • Vanguard Global Advisers, LLC$177M
  • Eurizon Capital SGR S.p.A.$175M
  • VANGUARD ASSET MANAGEMENT, Ltd$141M

Full exits 43

  • VANGUARD GROUP INC$7.9B
  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$142M
  • Cartenna Capital, LP$54M
  • Ceredex Value Advisors LLC$26M
  • PGGM Investments$22M
  • CIBC WORLD MARKETS CORP$22M

Largest adds

  • Amundi$503M
  • JANE STREET GROUP, LLC$376M
  • Invesco Ltd.$301M
  • DODGE & COX$300M
  • UBS Group AG$296M
  • JPMORGAN CHASE & CO$286M

Largest trims

  • WELLINGTON MANAGEMENT GROUP LLP$990M
  • FRANKLIN RESOURCES INC$596M
  • NORGES BANK$323M
  • MORGAN STANLEY$200M
  • BARCLAYS PLC$169M
  • Capital World Investors$159M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
DODGE & COX trimmed55,776,006$8.1B10.6%2026-Q2
BlackRock, Inc. added54,406,108$7.9B10.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC new39,771,749$5.2B6.8%2026-Q1
STATE STREET CORP added28,283,873$4.1B5.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC new20,059,226$2.6B3.4%2026-Q1
Invesco Ltd. added17,555,383$2.6B3.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed17,743,537$2.3B3.0%2026-Q1
Fisher Asset Management, LLC added17,526,516$2.3B3.0%2026-Q1
FRANKLIN RESOURCES INC trimmed16,165,985$2.1B2.7%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added14,129,111$1.8B2.4%2026-Q1
MORGAN STANLEY trimmed11,765,750$1.5B2.0%2026-Q1
NORGES BANK added8,261,631$1.2B1.6%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP trimmed7,937,508$1.2B1.5%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added7,853,923$1.0B1.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added7,049,399$923M1.2%2026-Q1
FMR LLC added6,162,386$900M1.2%2026-Q2
NORTHERN TRUST CORP trimmed6,444,992$844M1.1%2026-Q1
Amundi added5,965,212$781M1.0%2026-Q1
FIRST TRUST ADVISORS LP added5,761,677$754M1.0%2026-Q1
UBS Group AG added5,236,542$686M0.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC added4,496,456$647M0.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed4,862,996$637M0.8%2026-Q1
VIKING GLOBAL INVESTORS LP trimmed4,202,694$614M0.8%2026-Q2
Legal & General Group Plc trimmed4,688,264$614M0.8%2026-Q1
Clearbridge Investments, LLC trimmed4,250,626$557M0.7%2026-Q1
D1 Capital Partners L.P. added3,751,887$548M0.7%2026-Q2
Newport Trust Company, LLC trimmed4,171,713$546M0.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added3,843,998$503M0.7%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed3,839,851$503M0.7%2026-Q1
JANE STREET GROUP, LLC added3,794,961$497M0.6%2026-Q1
Bank of New York Mellon Corp trimmed3,703,049$485M0.6%2026-Q1
JPMORGAN CHASE & CO added3,700,444$468M0.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed3,446,048$451M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new3,444,644$451M0.6%2026-Q1
Capital World Investors trimmed3,053,682$446M0.6%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added3,388,458$444M0.6%2026-Q1
LYRICAL ASSET MANAGEMENT LP trimmed3,146,555$412M0.5%2026-Q1
ROYAL BANK OF CANADA added2,877,017$377M0.5%2026-Q1
DEUTSCHE BANK AG\ added2,798,032$366M0.5%2026-Q1
SATURNA CAPITAL CORP trimmed2,604,438$341M0.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added2,218,717$324M0.4%2026-Q2
Nuveen, LLC added2,356,023$309M0.4%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added2,385,886$305M0.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added2,312,865$303M0.4%2026-Q1
Pictet Asset Management Holding SA trimmed2,310,938$302M0.4%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed2,169,155$284M0.4%2026-Q1
National Pension Service trimmed2,100,032$275M0.4%2026-Q1
D. E. Shaw & Co., Inc. added1,877,590$274M0.4%2026-Q2
SG Americas Securities, LLC added2,068,995$271M0.4%2026-Q1
M&G PLC trimmed2,000,914$262M0.3%2026-Q1
Qube Research & Technologies Ltd added2,000,264$262M0.3%2026-Q1
HSBC HOLDINGS PLC added1,962,770$257M0.3%2026-Q1
Avantyr Capital Partners, LP added1,882,831$247M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,864,770$244M0.3%2026-Q1
Swiss National Bank added1,796,281$235M0.3%2026-Q1
Cullen Capital Management, LLC trimmed1,690,728$221M0.3%2026-Q1
Robeco Institutional Asset Management B.V. added1,593,923$209M0.3%2026-Q1
WELLS FARGO & COMPANY/MN added1,589,628$208M0.3%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed1,515,676$198M0.3%2026-Q1
Allspring Global Investments Holdings, LLC trimmed1,470,188$198M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added1,386,797$182M0.2%2026-Q1
Vanguard Global Advisers, LLC new1,348,891$177M0.2%2026-Q1
Eurizon Capital SGR S.p.A. new1,347,018$175M0.2%2026-Q1
BARCLAYS PLC trimmed1,331,059$174M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed1,303,869$171M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added1,231,992$161M0.2%2026-Q1
CRAWFORD INVESTMENT COUNSEL INC trimmed1,223,569$160M0.2%2026-Q1
Allianz Asset Management GmbH added1,196,681$157M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,183,616$155M0.2%2026-Q1
CANADA LIFE ASSURANCE Co trimmed1,150,637$151M0.2%2026-Q1
JENNISON ASSOCIATES LLC added1,154,315$151M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,129,401$148M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed1,077,867$141M0.2%2026-Q1
California Public Employees Retirement System trimmed1,076,676$141M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new1,072,951$141M0.2%2026-Q1
SEI INVESTMENTS CO added1,065,880$140M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed907,819$133M0.2%2026-Q2
Aberdeen Group plc added1,004,698$132M0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO trimmed998,899$131M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed974,474$128M0.2%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC new952,296$125M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed826,718$121M0.2%2026-Q2
STOREBRAND ASSET MANAGEMENT AS trimmed859,448$113M0.1%2026-Q1
Alyeska Investment Group, L.P. added846,617$111M0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed817,709$107M0.1%2026-Q1
Munro Partners trimmed807,487$106M0.1%2026-Q1
Woodline Partners LP trimmed784,269$103M0.1%2026-Q1
DAVENPORT & Co LLC trimmed778,556$101M0.1%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added764,646$100M0.1%2026-Q1
MARSHALL WACE, LLP added663,134$97M0.1%2026-Q2
CITIGROUP INC trimmed730,486$96M0.1%2026-Q1
M&T Bank Corp added721,141$94M0.1%2026-Q1
Quantinno Capital Management LP added711,364$93M0.1%2026-Q1
BANK OF MONTREAL /CAN/ added709,497$93M0.1%2026-Q1
MARSICO CAPITAL MANAGEMENT LLC new707,501$93M0.1%2026-Q1
HighTower Advisors, LLC trimmed702,350$92M0.1%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed684,627$90M0.1%2026-Q1
VANGUARD GROUP INC trimmed66,022,552$7.9B10.3%2025-Q4 stale
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed1,181,795$142M0.2%2025-Q4 stale
SurgoCap Partners LP new1,091,966$115M0.1%2025-Q2 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership