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-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
497 tracked funds added or opened JCI while 197 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
JCI’s largest tracked holder by dollar value, DODGE & COX, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 4.1pp 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 2026-Q1 and 2026-Q2, across 1531 tracked filers holding JCI, 767 increased or opened the position and 722 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 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 43
- Winslow Capital Management, LLC$430M
- Aventail Capital Group, LP$30M
- Jupiter Topco LLC$24M
- NewEdge Advisors, LLC$20M
- NatWest Group plc$17M
- NISSAY ASSET MANAGEMENT CORP /JAPAN$12M
Full exits 96
- Amundi$781M
- BALYASNY ASSET MANAGEMENT L.P.$303M
- SG Americas Securities, LLC$271M
- CANADA LIFE ASSURANCE Co$151M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$131M
- HighTower Advisors, LLC$92M
Largest adds
- BlackRock, Inc.$1.7B
- DODGE & COX$619M
- VANGUARD CAPITAL MANAGEMENT LLC$614M
- NORGES BANK$602M
- STATE STREET CORP$510M
- FIRST TRUST ADVISORS LP$478M
Largest trims
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$894M
- FRANKLIN RESOURCES INC$813M
- Fisher Asset Management, LLC$722M
- CITADEL ADVISORS LLC$171M
- JANE STREET GROUP, LLC$133M
- MARSICO CAPITAL MANAGEMENT LLC$74M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 55,776,006 | $8.1B | 11.6% | 2026-Q2 |
| BlackRock, Inc. added | 54,406,108 | $7.9B | 11.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 39,846,092 | $5.8B | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 28,283,873 | $4.1B | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 20,282,405 | $3.0B | 4.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 17,670,603 | $2.6B | 3.7% | 2026-Q2 |
| Invesco Ltd. added | 17,555,383 | $2.6B | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 13,994,098 | $2.0B | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 11,892,502 | $1.7B | 2.5% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 10,769,298 | $1.6B | 2.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 8,926,692 | $1.3B | 1.9% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 8,433,447 | $1.2B | 1.8% | 2026-Q2 |
| NORGES BANK added | 8,261,631 | $1.2B | 1.7% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 7,937,508 | $1.2B | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,731,525 | $984M | 1.4% | 2026-Q2 |
| UBS Group AG added | 6,512,858 | $952M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,329,879 | $925M | 1.3% | 2026-Q2 |
| FMR LLC added | 6,162,386 | $900M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,292,628 | $773M | 1.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 4,496,456 | $647M | 0.9% | 2026-Q2 |
| Legal & General Group Plc trimmed | 4,406,141 | $644M | 0.9% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP trimmed | 4,202,694 | $614M | 0.9% | 2026-Q2 |
| Newport Trust Company, LLC trimmed | 4,064,406 | $594M | 0.8% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 3,920,039 | $573M | 0.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,847,275 | $562M | 0.8% | 2026-Q2 |
| D1 Capital Partners L.P. added | 3,751,887 | $548M | 0.8% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 3,696,275 | $540M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,692,473 | $519M | 0.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,580,345 | $523M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 3,497,207 | $511M | 0.7% | 2026-Q2 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 3,491,365 | $510M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 3,430,986 | $501M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 3,407,467 | $498M | 0.7% | 2026-Q2 |
| Capital World Investors trimmed | 3,053,682 | $446M | 0.6% | 2026-Q2 |
| LYRICAL ASSET MANAGEMENT LP trimmed | 2,996,423 | $438M | 0.6% | 2026-Q2 |
| Winslow Capital Management, LLC new | 2,946,071 | $430M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,718,583 | $397M | 0.6% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 2,604,819 | $382M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 2,494,059 | $364M | 0.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 2,432,111 | $355M | 0.5% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 2,331,718 | $341M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 2,317,775 | $339M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,218,717 | $324M | 0.5% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,151,277 | $314M | 0.4% | 2026-Q2 |
| National Pension Service trimmed | 2,087,747 | $305M | 0.4% | 2026-Q2 |
| SATURNA CAPITAL CORP trimmed | 1,958,722 | $287M | 0.4% | 2026-Q2 |
| M&G PLC trimmed | 1,957,386 | $286M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,877,590 | $274M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,818,795 | $266M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 1,768,304 | $258M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 1,726,481 | $252M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,726,101 | $252M | 0.4% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 1,671,438 | $244M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,633,517 | $239M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,631,713 | $238M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1,573,441 | $230M | 0.3% | 2026-Q2 |
| Avantyr Capital Partners, LP trimmed | 1,571,784 | $230M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,496,264 | $219M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 1,366,709 | $198M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 1,326,681 | $194M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,309,521 | $191M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,278,062 | $187M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,264,849 | $185M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,202,519 | $176M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 1,192,409 | $156M | 0.2% | 2026-Q2 |
| CRAWFORD INVESTMENT COUNSEL INC trimmed | 1,140,434 | $167M | 0.2% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. trimmed | 1,135,912 | $164M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,132,689 | $165M | 0.2% | 2026-Q2 |
| Woodline Partners LP added | 1,106,466 | $162M | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 1,088,873 | $159M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,072,325 | $157M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 1,065,624 | $156M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,057,774 | $155M | 0.2% | 2026-Q2 |
| Aberdeen Group plc trimmed | 970,980 | $142M | 0.2% | 2026-Q2 |
| Munro Partners added | 954,862 | $140M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 940,158 | $137M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 931,585 | $136M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 924,205 | $135M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 917,669 | $134M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 907,819 | $133M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 879,415 | $128M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 826,718 | $121M | 0.2% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 798,994 | $117M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 798,377 | $117M | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 768,066 | $112M | 0.2% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 767,258 | $112M | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 759,475 | $111M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 758,484 | $111M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 749,106 | $109M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 682,705 | $100M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 663,134 | $97M | 0.1% | 2026-Q2 |
| TCW GROUP INC trimmed | 651,046 | $95M | 0.1% | 2026-Q2 |
| Man Group plc added | 647,087 | $95M | 0.1% | 2026-Q2 |
| Electron Capital Partners, LLC added | 622,330 | $91M | 0.1% | 2026-Q2 |
| CI INVESTMENTS INC. added | 619,447 | $91M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 611,141 | $89M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 608,447 | $89M | 0.1% | 2026-Q2 |
| Korea Investment CORP added | 605,579 | $88M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 595,837 | $87M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 591,367 | $86M | 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.