Who owns Jack Henry & Associates (JKHY)
Which tracked institutional funds hold JKHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JKHY 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 JKHY is one-sided between 2026-Q1 and 2026-Q2: 99 added or opened and 296 trimmed or exited — on balance reducing.
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
JKHY’s largest tracked holder by dollar value, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JKHY 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 666 tracked filers holding JKHY, 326 increased or opened the position and 477 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 JKHY 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 32
- Jupiter Topco LLC$62M
- PFA Pension, Forsikringsaktieselskab$40M
- Meridiem Capital Partners LP$26M
- Bridgewater Associates, LP$8M
- Karl Kapital LLC$8M
- WINTON GROUP Ltd$6M
Full exits 80
- JANUS HENDERSON GROUP PLC$170M
- Handelsbanken Fonder AB$102M
- Amundi$99M
- SG Americas Securities, LLC$41M
- Ceredex Value Advisors LLC$35M
- Ilex Capital Partners (UK) LLP$29M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$222M
- VAN ECK ASSOCIATES CORP$170M
- NORGES BANK$102M
- BlackRock, Inc.$65M
- TUDOR INVESTMENT CORP ET AL$49M
- AQR CAPITAL MANAGEMENT LLC$29M
Largest trims
- APG Asset Management N.V.$208M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$145M
- STATE STREET CORP$115M
- MACKENZIE FINANCIAL CORP$102M
- VANGUARD CAPITAL MANAGEMENT LLC$100M
- MORGAN STANLEY$97M
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 |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 5,213,188 | $718M | 8.3% | 2026-Q2 |
| BlackRock, Inc. added | 5,121,763 | $705M | 8.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,644,613 | $640M | 7.4% | 2026-Q2 |
| STATE STREET CORP trimmed | 3,703,621 | $510M | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 3,559,401 | $490M | 5.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,753,826 | $379M | 4.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,374,832 | $327M | 3.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,105,562 | $290M | 3.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,908,794 | $263M | 3.1% | 2026-Q2 |
| Invesco Ltd. added | 1,881,300 | $259M | 3.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,308,353 | $180M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,288,860 | $178M | 2.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 1,194,453 | $165M | 1.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,171,662 | $161M | 1.9% | 2026-Q2 |
| NORGES BANK added | 1,000,164 | $138M | 1.6% | 2026-Q2 |
| TD Asset Management Inc added | 928,659 | $128M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 871,646 | $120M | 1.4% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 829,619 | $114M | 1.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 776,966 | $107M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 761,841 | $105M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 733,400 | $101M | 1.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 664,587 | $92M | 1.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 636,479 | $88M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 619,764 | $85M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 514,611 | $71M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 505,196 | $70M | 0.8% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 495,513 | $68M | 0.8% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 464,562 | $64M | 0.7% | 2026-Q2 |
| Jupiter Topco LLC new | 449,705 | $62M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 445,277 | $61M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 434,968 | $60M | 0.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 429,068 | $59M | 0.7% | 2026-Q2 |
| Tandem Investment Advisors, Inc. trimmed | 426,009 | $59M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 398,981 | $55M | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 398,455 | $54M | 0.6% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 374,704 | $52M | 0.6% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 362,810 | $50M | 0.6% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD added | 358,030 | $49M | 0.6% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 353,727 | $49M | 0.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 350,942 | $48M | 0.6% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 329,427 | $45M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 328,147 | $45M | 0.5% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 325,836 | $45M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 314,301 | $43M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 313,534 | $43M | 0.5% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 289,879 | $40M | 0.5% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 288,675 | $40M | 0.5% | 2026-Q2 |
| Gotham Asset Management, LLC added | 280,177 | $39M | 0.4% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 258,204 | $36M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 245,915 | $34M | 0.4% | 2026-Q2 |
| Legal & General Group Plc trimmed | 245,540 | $34M | 0.4% | 2026-Q2 |
| Walker Asset Management, LLC added | 234,032 | $32M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 225,874 | $31M | 0.4% | 2026-Q2 |
| Norinchukin Bank, The added | 224,533 | $31M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 206,360 | $28M | 0.3% | 2026-Q2 |
| Fenimore Asset Management Inc trimmed | 201,374 | $28M | 0.3% | 2026-Q2 |
| Conestoga Capital Advisors, LLC trimmed | 200,836 | $28M | 0.3% | 2026-Q2 |
| Copeland Capital Management, LLC added | 192,947 | $27M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 188,828 | $26M | 0.3% | 2026-Q2 |
| Meridiem Capital Partners LP new | 187,038 | $26M | 0.3% | 2026-Q2 |
| LONDON CO OF VIRGINIA trimmed | 173,773 | $24M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 172,992 | $27M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 172,275 | $24M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 164,445 | $23M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 159,361 | $22M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 158,953 | $22M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 154,169 | $21M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 153,716 | $21M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 151,112 | $21M | 0.2% | 2026-Q2 |
| Local Pensions Partnership Investment Ltd trimmed | 145,285 | $20M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 144,900 | $20M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 136,596 | $19M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 131,886 | $18M | 0.2% | 2026-Q2 |
| Creative Planning added | 131,572 | $18M | 0.2% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 126,378 | $17M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 125,074 | $17M | 0.2% | 2026-Q2 |
| Prana Capital Management, LP trimmed | 122,126 | $17M | 0.2% | 2026-Q2 |
| Swedbank AB trimmed | 120,000 | $17M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 107,483 | $15M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 105,024 | $14M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 104,485 | $14M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 101,656 | $14M | 0.2% | 2026-Q2 |
| BLI - Banque de Luxembourg Investments added | 101,000 | $14M | 0.2% | 2026-Q2 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 99,930 | $14M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 95,260 | $13M | 0.2% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC trimmed | 93,802 | $13M | 0.2% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 92,081 | $15M | 0.2% | 2026-Q2 |
| LOOMIS SAYLES & CO L P added | 89,765 | $12M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 88,953 | $12M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 88,886 | $12M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 83,588 | $12M | 0.1% | 2026-Q2 |
| Man Group plc added | 79,171 | $11M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 78,904 | $12M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 73,762 | $10M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 72,725 | $10M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 72,667 | $10M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 71,495 | $10M | 0.1% | 2026-Q2 |
| ProShare Advisors LLC added | 70,835 | $10M | 0.1% | 2026-Q2 |
| VELA Investment Management, LLC added | 65,260 | $9M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 62,486 | $9M | 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.