Who holds JCIticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

JOHNSON CONTROLS INTERNATION · SHS · quarter ended 2026-03-31 · 18 members disclosed JCI ↗

1,060

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$63.5B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,016

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of JCI ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	DODGE & COX	$7.5B	57,506,214	−2,876,755	trim
2	BlackRock, Inc.	$6.7B	51,303,142	+51,303,142	new
3	VANGUARD CAPITAL MANAGEMENT LLC	$5.2B	39,771,749	—	no prior
4	STATE STREET CORP	$3.6B	27,662,554	+27,662,554	new
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.6B	20,059,226	—	no prior
6	BANK OF AMERICA CORP /DE/	$2.3B	17,743,537	+17,743,537	new
7	Invesco Ltd.	$2.2B	17,102,653	+17,102,653	new
8	FRANKLIN RESOURCES INC	$2.1B	16,165,985	+16,165,985	new
9	GEODE CAPITAL MANAGEMENT, LLC	$1.8B	14,129,111	+325,370	add
10	MORGAN STANLEY	$1.5B	11,765,750	+11,765,750	new
11	WELLINGTON MANAGEMENT GROUP LLP	$1.1B	8,530,712	+8,530,712	new
12	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.0B	7,853,923	+7,853,923	new
13	RAYMOND JAMES FINANCIAL INC	$923M	7,049,399	+7,049,399	new
14	NORTHERN TRUST CORP	$844M	6,444,992	+6,444,992	new
15	FMR LLC	$797M	6,088,581	+6,088,581	new
16	Amundi	$781M	5,965,212	+5,965,212	new
17	FIRST TRUST ADVISORS LP	$754M	5,761,677	+5,761,677	new
18	UBS Group AG	$686M	5,236,542	+5,236,542	new
19	Legal & General Group Plc	$614M	4,688,264	+4,688,264	new
20	VIKING GLOBAL INVESTORS LP	$579M	4,419,923	+4,419,923	new
21	Clearbridge Investments, LLC	$557M	4,250,626	−533,693	trim
22	Newport Trust Company, LLC	$546M	4,171,713	+4,171,713	new
23	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$503M	3,843,998	+3,843,998	new
24	BARROW HANLEY MEWHINNEY & STRAUSS LLC	$503M	3,839,851	+3,839,851	new
25	Capital World Investors	$503M	3,839,076	+3,839,076	new
26	JANE STREET GROUP, LLC	$497M	3,794,961	+3,794,961	new
27	Bank of New York Mellon Corp	$485M	3,703,049	−448,735	trim
28	DIMENSIONAL FUND ADVISORS LP	$451M	3,446,048	+3,446,048	new
29	VANGUARD FIDUCIARY TRUST CO	$451M	3,444,644	—	no prior
30	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$444M	3,388,458	+3,388,458	new
31	AQR CAPITAL MANAGEMENT LLC	$385M	2,996,781	+2,996,781	new
32	ROYAL BANK OF CANADA	$377M	2,877,017	+2,877,017	new
33	DEUTSCHE BANK AG\	$366M	2,798,032	+2,798,032	new
34	Nuveen, LLC	$309M	2,356,023	+2,356,023	new
35	NORDEA INVESTMENT MANAGEMENT AB	$305M	2,385,886	+2,385,886	new
36	BALYASNY ASSET MANAGEMENT L.P.	$303M	2,312,865	+2,312,865	new
37	Pictet Asset Management Holding SA	$302M	2,310,938	+2,310,938	new
38	AMERICAN CENTURY COMPANIES INC	$284M	2,169,155	+2,169,155	new
39	National Pension Service	$275M	2,100,032	+2,100,032	new
40	M&G Plc	$262M	2,000,914	+2,000,914	new
41	Qube Research & Technologies Ltd	$262M	2,000,264	+2,000,264	new
42	HSBC HOLDINGS PLC	$257M	1,962,770	+1,962,770	new
43	Avantyr Capital Partners, LP	$247M	1,882,831	+1,882,831	new
44	ENVESTNET ASSET MANAGEMENT INC	$244M	1,864,770	+1,864,770	new
45	Swiss National Bank	$235M	1,796,281	+1,796,281	new
46	CITADEL ADVISORS LLC	$215M	1,644,729	+1,644,729	new
47	Robeco Institutional Asset Management B.V.	$209M	1,593,923	+1,593,923	new
48	WELLS FARGO & COMPANY/MN	$208M	1,589,628	+1,589,628	new
49	ADAGE CAPITAL PARTNERS GP, L.L.C.	$198M	1,515,676	+1,515,676	new
50	Allspring Global Investments Holdings, LLC	$198M	1,470,188	+1,470,188	new
51	Point72 Asset Management, L.P.	$186M	1,420,606	+1,420,606	new
52	MILLENNIUM MANAGEMENT LLC	$182M	1,391,522	+1,391,522	new
53	Mitsubishi UFJ Asset Management Co., Ltd.	$182M	1,386,797	+1,386,797	new
54	Vanguard Global Advisers, LLC	$177M	1,348,891	—	no prior
55	Eurizon Capital SGR S.p.A.	$175M	1,347,018	+1,347,018	new
56	CANADA PENSION PLAN INVESTMENT BOARD	$161M	1,231,992	+1,231,992	new
57	D1 Capital Partners L.P.	$160M	1,224,055	+1,224,055	new
58	CRAWFORD INVESTMENT COUNSEL INC	$160M	1,223,569	+1,223,569	new
59	Allianz Asset Management GmbH	$157M	1,196,681	+1,196,681	new
60	JENNISON ASSOCIATES LLC	$151M	1,154,315	+1,154,315	new
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$141M	1,076,676	+1,076,676	new
62	VANGUARD ASSET MANAGEMENT, Ltd	$141M	1,072,951	—	no prior
63	SEI INVESTMENTS CO	$140M	1,065,880	+1,065,880	new
64	Aberdeen Group plc	$132M	1,004,698	+1,004,698	new
65	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$125M	952,296	+952,296	new
66	STOREBRAND ASSET MANAGEMENT AS	$113M	859,448	—	no prior
67	Alyeska Investment Group, L.P.	$111M	846,617	+846,617	new
68	Munro Partners	$106M	807,487	+807,487	new
69	Woodline Partners LP	$103M	784,269	+784,269	new
70	DAVENPORT & Co LLC	$101M	778,556	+778,556	new
71	SCHRODER INVESTMENT MANAGEMENT GROUP	$100M	764,646	+764,646	new
72	CITIGROUP INC	$95.7M	730,486	+730,486	new
73	M&T BANK CORP	$94.4M	721,141	+721,141	new
74	Quantinno Capital Management LP	$93.2M	711,364	+711,364	new
75	BANK OF MONTREAL /CAN/	$92.9M	709,497	+709,497	new
76	MARSICO CAPITAL MANAGEMENT LLC	$92.6M	707,501	+707,501	new
77	HighTower Advisors, LLC	$92.0M	702,350	+702,350	new
78	PRINCIPAL FINANCIAL GROUP INC	$89.7M	684,627	+684,627	new
79	LPL Financial LLC	$87.4M	667,498	+667,498	new
80	Man Group plc	$77.3M	590,020	+590,020	new
81	ALLIANCEBERNSTEIN L.P.	$76.2M	636,364	+636,364	new
82	Rockefeller Capital Management L.P.	$73.4M	560,209	+560,209	new
83	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$72.9M	556,896	+556,896	new
84	Ghisallo Capital Management LLC	$72.0M	550,000	+550,000	new
85	Jefferies Financial Group Inc.	$68.7M	524,615	+524,615	new
86	PANAGORA ASSET MANAGEMENT INC	$66.7M	509,527	+509,527	new
87	Retirement Systems of Alabama	$66.7M	509,212	+509,212	new
88	RENAISSANCE TECHNOLOGIES LLC	$65.9M	503,414	+503,414	new
89	GRANDFIELD & DODD, LLC	$63.1M	481,569	+481,569	new
90	NOMURA ASSET MANAGEMENT CO LTD	$62.7M	479,138	+479,138	new
91	Polar Capital Holdings Plc	$61.4M	468,878	+468,878	new
92	Electron Capital Partners, LLC	$60.7M	463,901	+463,901	new
93	BNP Paribas Asset Management Holding S.A.	$60.1M	458,951	+458,951	new
94	Korea Investment CORP	$59.1M	451,403	+451,403	new
95	NICHOLAS COMPANY, INC.	$57.6M	440,030	+18,295	add
96	DANSKE BANK A/S	$54.2M	413,994	+103,299	add
97	Gotham Asset Management, LLC	$53.9M	411,569	+411,569	new
98	STIFEL FINANCIAL CORP	$50.9M	388,632	+388,632	new
99	TD ASSET MANAGEMENT INC	$48.3M	368,592	+368,592	new
100	Corient Private Wealth LLC	$46.6M	356,915	+356,915	new
101	FEDERATED HERMES, INC.	$46.5M	355,022	+355,022	new
102	Schonfeld Strategic Advisors LLC	$46.2M	352,626	+352,626	new
103	Rokos Capital Management LLP	$45.8M	350,030	+350,030	new
104	PUBLIC SECTOR PENSION INVESTMENT BOARD	$45.7M	348,635	+348,635	new
105	Swedbank AB	$45.0M	343,459	+343,459	new
106	STATE OF WISCONSIN INVESTMENT BOARD	$44.9M	343,131	+343,131	new
107	Calamos Advisors LLC	$42.8M	327,139	+327,139	new
108	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$42.4M	323,920	+323,920	new
109	MERCER GLOBAL ADVISORS INC /ADV	$42.2M	322,211	+322,211	new
110	ROYAL LONDON ASSET MANAGEMENT LTD	$40.6M	310,250	+310,250	new
111	DAVIDSON KEMPNER CAPITAL MANAGEMENT LP	$40.6M	310,000	+310,000	new
112	MACKENZIE FINANCIAL CORP	$40.3M	307,671	+307,671	new
113	Vanguard Investments Australia, Ltd.	$40.0M	305,739	—	no prior
114	Vontobel Holding Ltd.	$40.0M	305,334	+305,334	new
115	Ensign Peak Advisors, Inc	$39.9M	304,485	+304,485	new
116	Chevy Chase Trust Holdings, LLC	$39.6M	302,030	+302,030	new
117	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$38.8M	296,259	+296,259	new
118	BANK OF NOVA SCOTIA	$38.3M	292,775	+292,775	new
119	Zurcher Kantonalbank (Zurich Cantonalbank)	$37.9M	289,385	+289,385	new
120	IEQ CAPITAL, LLC	$36.7M	280,635	+280,635	new
121	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$36.7M	280,272	+280,272	new
122	KLP KAPITALFORVALTNING AS	$36.6M	278,801	+9,400	add
123	Asset Management One Co., Ltd.	$36.5M	278,637	+278,637	new
124	DEPRINCE RACE & ZOLLO INC	$36.2M	276,530	+276,530	new
125	APG Asset Management N.V.	$36.1M	317,561	+317,561	new
126	Mariner, LLC	$35.7M	272,467	+272,467	new
127	CREDIT AGRICOLE S A	$35.6M	271,663	+271,663	new
128	ALKEON CAPITAL MANAGEMENT LLC	$35.4M	270,000	+270,000	new
129	CIBC Bancorp USA Inc.	$35.0M	267,597	—	no prior
130	Haverford Trust Co	$34.4M	262,400	+262,400	new
131	Daiwa Securities Group Inc.	$34.2M	261,295	+261,295	new
132	Verition Fund Management LLC	$33.7M	257,594	+257,594	new
133	GUGGENHEIM CAPITAL LLC	$33.1M	252,696	+252,696	new
134	FIL Ltd	$33.1M	252,678	+252,678	new
135	KADENSA CAPITAL Ltd	$31.6M	241,611	+241,611	new
136	TEACHER RETIREMENT SYSTEM OF TEXAS	$29.6M	225,969	+225,969	new
137	Cetera Investment Advisers	$29.5M	225,168	+225,168	new
138	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$28.9M	220,648	+220,648	new
139	Hudson Bay Capital Management LP	$28.6M	218,704	+218,704	new
140	TUDOR INVESTMENT CORP ET AL	$28.6M	218,509	+218,509	new
141	Tidal Investments LLC	$27.9M	212,729	+212,729	new
142	QRG CAPITAL MANAGEMENT, INC.	$27.8M	212,180	+212,180	new
143	PRUDENTIAL FINANCIAL INC	$27.6M	210,389	+210,389	new
144	State of New Jersey Common Pension Fund D	$27.4M	209,507	+209,507	new
145	Lansforsakringar Fondforvaltning AB (publ)	$27.4M	209,136	+209,136	new
146	OPPENHEIMER ASSET MANAGEMENT INC.	$26.9M	205,374	+205,374	new
147	Epoch Investment Partners, Inc.	$26.8M	204,295	+204,295	new
148	Interval Partners, LP	$26.3M	201,152	+201,152	new
149	Creative Planning	$26.1M	199,545	+199,545	new
150	1832 Asset Management L.P.	$25.9M	197,789	+197,789	new
151	Baird Financial Group, Inc.	$25.9M	197,788	+197,788	new
152	Steward Partners Investment Advisory, LLC	$25.9M	197,699	+197,699	new
153	Baker Avenue Asset Management, LP	$25.8M	197,136	+197,136	new
154	Cerity Partners LLC	$25.6M	195,285	+195,285	new
155	Tredje AP-fonden	$25.3M	192,831	+192,831	new
156	SCOPUS ASSET MANAGEMENT, L.P.	$24.7M	188,879	+188,879	new
157	Edgemoor Investment Advisors, Inc.	$24.2M	184,518	+184,518	new
158	SHELTON CAPITAL MANAGEMENT	$24.0M	183,632	+183,632	new
159	TWO SIGMA INVESTMENTS, LP	$22.9M	175,004	+175,004	new
160	Mirae Asset Global Investments Co., Ltd.	$22.9M	174,975	+174,975	new
161	Squarepoint Ops LLC	$22.7M	173,225	+173,225	new
162	Arizona State Retirement System	$22.0M	167,684	+167,684	new
163	Czech National Bank	$21.8M	166,694	+166,694	new
164	XN LP	$21.6M	164,786	+164,786	new
165	STATE OF MICHIGAN RETIREMENT SYSTEM	$20.9M	159,856	+159,856	new
166	Trexquant Investment LP	$20.9M	159,365	+159,365	new
167	CIBC Asset Management Inc	$20.6M	156,953	+156,953	new
168	Resona Asset Management Co.,Ltd.	$20.5M	156,752	+156,752	new
169	OCCUDO QUANTITATIVE STRATEGIES LP	$20.1M	137,955	+137,955	new
170	Walleye Capital LLC	$20.1M	153,678	+153,678	new
171	NewEdge Advisors, LLC	$19.7M	150,195	+150,195	new
172	RPG Investment Advisory, LLC	$19.7M	150,194	+150,194	new
173	Wilmington Savings Fund Society, FSB	$19.7M	150,141	−3,951	trim
174	Longaeva Partners L.P.	$19.5M	149,002	+149,002	new
175	TRUIST FINANCIAL CORP	$19.4M	148,084	+148,084	new
176	Andra AP-fonden	$19.3M	147,076	+147,076	new
177	Federation des caisses Desjardins du Quebec	$19.1M	145,529	+145,529	new
178	LBP AM SA	$19.1M	145,519	+145,519	new
179	Varma Mutual Pension Insurance Co	$18.9M	144,006	+144,006	new
180	MetLife Investment Management, LLC	$18.7M	143,014	−4,290	trim
181	ASR Vermogensbeheer N.V.	$18.7M	142,636	+142,636	new
182	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$18.7M	142,576	+142,576	new
183	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$18.4M	140,488	+140,488	new
184	IFM Investors Pty Ltd	$18.4M	140,358	+140,358	new
185	Bryn Mawr Trust Advisors, LLC	$18.3M	140,108	+140,108	new
186	COMMONWEALTH EQUITY SERVICES, LLC	$18.3M	139,691	+139,691	new
187	Alberta Investment Management Corp	$18.2M	139,000	+139,000	new
188	ING GROEP NV	$18.2M	138,938	+138,938	new
189	UNTITLED INVESTMENTS LP	$18.1M	138,519	+138,519	new
190	D. E. Shaw & Co., Inc.	$17.9M	136,986	+136,986	new
191	Callan Family Office, LLC	$16.8M	128,077	+128,077	new
192	Groupe la Francaise	$16.4M	125,578	+125,578	new
193	Concurrent Investment Advisors, LLC	$16.3M	124,526	+124,526	new
194	XPONANCE LLC	$15.9M	121,661	+121,661	new
195	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$15.3M	117,113	+117,113	new
196	INTECH INVESTMENT MANAGEMENT LLC	$15.2M	115,998	+115,998	new
197	Assenagon Asset Management S.A.	$15.2M	115,858	+115,858	new
198	MAKENA CAPITAL MANAGEMENT LLC	$14.8M	113,237	+113,237	new
199	ABN AMRO Bank N.V.	$14.8M	111,971	+111,971	new
200	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$14.3M	109,550	+109,550	new
201	TD Waterhouse Canada Inc.	$14.2M	105,792	+105,792	new
202	Janus Henderson Group Ltd.	$13.8M	105,064	+105,064	new
203	VOYA INVESTMENT MANAGEMENT LLC	$13.6M	104,007	+104,007	new
204	SHUFRO ROSE & CO LLC	$13.5M	103,441	+103,441	new
205	CWM, LLC	$13.3M	101,845	+101,845	new
206	Vanguard Personalized Indexing Management, LLC	$13.1M	100,212	+100,212	new
207	Utah Retirement Systems	$13.0M	99,517	+99,517	new
208	CIBC WORLD MARKET INC.	$12.6M	96,528	+96,528	new
209	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$12.6M	96,111	+96,111	new
210	OSAIC HOLDINGS, INC.	$12.2M	93,097	+93,097	new
211	Mediolanum International Funds Ltd	$12.1M	95,738	+76,353	add
212	Jain Global LLC	$12.1M	92,452	+92,452	new
213	One Madison Group LLC	$12.0M	92,000	+92,000	new
214	Focus Partners Wealth	$12.0M	91,204	+91,204	new
215	NEOS Investment Management LLC	$11.9M	90,897	+90,897	new
216	ProShare Advisors LLC	$11.9M	90,530	+90,530	new
217	SMA Capital LLC	$11.8M	89,850	+89,850	new
218	XTX Topco Ltd	$11.6M	88,765	+88,765	new
219	Sumitomo Mitsui DS Asset Management Company, Ltd	$11.4M	86,945	+86,945	new
220	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$11.0M	84,357	+84,357	new
221	Capital International, Inc./CA/	$10.9M	83,576	+83,576	new
222	MML INVESTORS SERVICES, LLC	$10.9M	83,511	+83,511	new
223	Sanctuary Advisors, LLC	$10.5M	79,973	+79,973	new
224	&PARTNERS	$10.4M	79,480	+79,480	new
225	HUB Investment Partners, LLC	$10.4M	79,218	+79,218	new
226	KESTRA PRIVATE WEALTH SERVICES, LLC	$10.4M	79,054	+79,054	new
227	Pathstone Holdings, LLC	$10.3M	78,814	+78,814	new
228	Composition Wealth, LLC	$10.3M	78,825	+78,825	new
229	MEYER HANDELMAN CO	$10.3M	78,318	+78,318	new
230	Van Hulzen Asset Management, LLC	$10.2M	77,966	+77,966	new
231	Tribune Investment Group LP	$10.2M	77,550	+77,550	new
232	FIFTH THIRD BANCORP	$10.0M	76,614	+76,614	new
233	MACQUARIE GROUP LTD	$9.9M	75,255	+75,255	new
234	US BANCORP \DE\	$9.8M	75,065	+75,065	new
235	Vestmark Advisory Solutions, Inc.	$9.8M	74,474	+74,474	new
236	Y-Intercept (Hong Kong) Ltd	$9.8M	74,462	+74,462	new
237	Elo Mutual Pension Insurance Co	$9.7M	74,402	+74,402	new
238	Wealthfront Advisers LLC	$9.5M	72,718	+72,718	new
239	MGO ONE SEVEN LLC	$9.5M	72,626	+72,626	new
240	U.S. Capital Wealth Advisors, LLC	$9.5M	72,577	+72,577	new
241	SaddleRock Capital Management LLC	$9.2M	70,600	+70,600	new
242	Dana Investment Advisors, Inc.	$9.2M	70,245	+70,245	new
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$9.2M	70,105	+200	add
244	World Investment Advisors	$9.1M	69,246	+69,246	new
245	Lighthouse Investment Partners, LLC	$9.0M	68,452	+68,452	new
246	Illinois Municipal Retirement Fund	$8.9M	67,746	+67,746	new
247	ABN AMRO INVESTMENT SOLUTIONS	$8.9M	67,685	+67,685	new
248	M. Kulyk & Associates, LLC	$8.5M	65,267	+65,267	new
249	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$8.5M	65,119	+65,119	new
250	Engineers Gate Manager LP	$8.3M	63,649	+63,649	new
251	Merit Financial Group, LLC	$8.2M	62,416	+62,416	new
252	FARMERS & MERCHANTS INVESTMENTS INC	$8.1M	61,784	+3,210	add
253	OPPENHEIMER & CO INC	$7.9M	60,390	+60,390	new
254	Scissortail Wealth Management, LLC	$7.9M	60,342	+60,342	new
255	CAISSE DES DEPOTS ET CONSIGNATIONS	$7.6M	58,370	+58,370	new
256	Avanza Fonder AB	$7.6M	57,895	+57,895	new
257	WINTON GROUP Ltd	$7.5M	57,641	+57,641	new
258	Walleye Trading LLC	$7.5M	57,185	+57,185	new
259	PFA Pension, Forsikringsaktieselskab	$7.3M	55,682	+55,682	new
260	Calamos Wealth Management LLC	$7.2M	55,315	+55,315	new
261	Investment Management Corp of Ontario	$7.1M	54,230	+54,230	new
262	NOMURA HOLDINGS INC	$7.0M	53,513	+53,513	new
263	MIRABELLA FINANCIAL SERVICES LLP	$6.8M	51,798	+51,798	new
264	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.7M	51,045	+51,045	new
265	Empowered Funds, LLC	$6.6M	50,721	+50,721	new
266	Varenne Capital Partners	$6.6M	50,321	+50,321	new
267	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.6M	50,318	+50,318	new
268	Dakota Wealth Management	$6.6M	50,141	+50,141	new
269	Kestra Advisory Services, LLC	$6.5M	49,762	+49,762	new
270	USS Investment Management Ltd	$6.5M	49,738	+49,738	new
271	Laird Norton Wetherby Trust Company, LLC	$6.5M	49,538	+49,538	new
272	Glassy Mountain Advisors, Inc.	$6.4M	48,517	+48,517	new
273	MOORE CAPITAL MANAGEMENT, LP	$6.3M	47,774	+47,774	new
274	Generali Asset Management SPA SGR	$6.2M	47,386	+47,386	new
275	Caprock Group, LLC	$6.2M	46,883	+46,883	new
276	Mutual Advisors, LLC	$6.1M	46,863	+46,863	new
277	HARRELL INVESTMENT PARTNERS, LLC	$5.9M	45,299	+45,299	new
278	Comprehensive Financial Consultants Institutional, Inc.	$5.9M	45,001	+45,001	new
279	Goelzer Investment Management, Inc.	$5.9M	44,827	+44,827	new
280	Socorro Asset Management LP	$5.8M	44,105	+44,105	new
281	Mirova US LLC	$5.8M	43,967	+43,967	new
282	Albar Capital Partners LLP	$5.7M	43,418	+43,418	new
283	Envestnet Portfolio Solutions, Inc.	$5.7M	43,326	+43,326	new
284	New Age Alpha Advisors, LLC	$5.6M	42,937	+42,937	new
285	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$5.5M	41,994	+41,994	new
286	Concentric Capital Strategies, LP	$5.3M	40,316	+40,316	new
287	Rafferty Asset Management, LLC	$5.2M	39,857	+39,857	new
288	Emissary Wealth LLC	$5.2M	39,360	+39,360	new
289	ELEVATION POINT WEALTH PARTNERS, LLC	$5.1M	39,052	+39,052	new
290	HB Wealth Management, LLC	$5.1M	38,902	+38,902	new
291	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.0M	38,471	+38,471	new
292	Norinchukin Bank, The	$5.0M	37,929	+37,929	new
293	Vise Technologies, Inc.	$5.0M	41,402	+41,402	new
294	Freestone Capital Holdings, LLC	$4.9M	37,379	+37,379	new
295	MIZUHO SECURITIES USA LLC	$4.8M	37,002	+37,002	new
296	VISTA INVESTMENT PARTNERS LLC	$4.8M	36,308	+36,308	new
297	Legacy CG, LLC	$4.7M	36,244	+36,244	new
298	BOOTHBAY FUND MANAGEMENT, LLC	$4.6M	35,166	+35,166	new
299	NOVEM GROUP	$4.5M	34,168	+34,168	new
300	Central Pacific Bank - Trust Division	$4.4M	33,909	+33,909	new
301	STEPHENS INC /AR/	$4.4M	33,521	+33,521	new
302	Orion Porfolio Solutions, LLC	$4.4M	33,457	+33,457	new
303	Aptus Capital Advisors, LLC	$4.4M	33,224	+33,224	new
304	CALIBER WEALTH MANAGEMENT, LLC / KS	$4.3M	33,157	+33,157	new
305	Summit Trail Advisors, LLC	$4.3M	32,819	+32,819	new
306	Sequoia Financial Advisors, LLC	$4.2M	32,320	+32,320	new
307	Qsemble Capital Management, LP	$4.2M	32,253	+32,253	new
308	KEYBANK NATIONAL ASSOCIATION/OH	$4.1M	31,507	+31,507	new
309	WealthShield Partners, LLC	$4.1M	31,214	+31,214	new
310	FIRST CITIZENS BANK & TRUST CO	$4.1M	30,942	+30,942	new
311	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.0M	30,350	+30,350	new
312	Lido Advisors, LLC	$3.9M	29,990	+29,990	new
313	MIRAE ASSET SECURITIES (USA) INC.	$3.7M	28,559	+28,559	new
314	COMMERCE BANK	$3.7M	28,252	+764	add
315	Taproot Management LP	$3.7M	28,039	+28,039	new
316	Dai-ichi Life Insurance Company, Ltd	$3.7M	27,973	+27,973	new
317	CHOREO, LLC	$3.7M	27,850	+27,850	new
318	Vident Advisory, LLC	$3.7M	27,926	+27,926	new
319	Wealth Intelligence, LLC	$3.6M	27,766	+27,766	new
320	Equitable Holdings, Inc.	$3.6M	30,086	+30,086	new
321	Atria Investments, Inc	$3.6M	27,521	+27,521	new
322	MEEDER ASSET MANAGEMENT INC	$3.5M	26,601	+26,601	new
323	Kintegral Advisory, LLC	$3.5M	26,403	+26,403	new
324	American Assets Investment Management, LLC	$3.4M	26,200	+26,200	new
325	Pallas Capital Advisors LLC	$3.3M	25,519	+25,519	new
326	Private Advisor Group, LLC	$3.3M	25,415	+25,415	new
327	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	$3.3M	25,295	+25,295	new
328	MUFG Securities EMEA plc	$3.3M	25,093	+25,093	new
329	Beacon Pointe Advisors, LLC	$3.2M	24,722	+24,722	new
330	PRUDENTIAL PLC	$3.2M	24,707	+24,707	new
331	Savant Capital, LLC	$3.2M	24,599	+24,599	new
332	Independent Advisor Alliance	$3.2M	24,241	+24,241	new
333	Fideuram Asset Management (Ireland) dac	$3.2M	27,659	+27,659	new
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$3.2M	24,093	+24,093	new
335	RBF Capital, LLC	$3.1M	23,875	+23,875	new
336	VISTA INVESTMENT PARTNERS II, LLC	$3.1M	23,828	+23,828	new
337	Tower Research Capital LLC (TRC)	$3.0M	23,179	+23,179	new
338	Legacy Bridge, LLC	$3.0M	23,039	+23,039	new
339	Lineweaver Wealth Advisors, LLC	$3.0M	22,990	+22,990	new
340	Saudi Central Bank	$3.0M	22,592	+22,592	new
341	MAI Capital Management	$2.9M	22,379	+22,379	new
342	Focus Partners Advisor Solutions, LLC	$2.9M	22,030	+22,030	new
343	Bleakley Financial Group, LLC	$2.9M	21,949	+21,949	new
344	Metis Global Partners, LLC	$2.9M	21,848	+21,848	new
345	Radnor Capital Management, LLC	$2.9M	21,799	+21,799	new
346	KLCM Advisors, Inc.	$2.9M	21,771	+21,771	new
347	Meeder Advisory Services, Inc.	$2.8M	21,762	+21,762	new
348	KCM INVESTMENT ADVISORS LLC	$2.8M	21,564	+21,564	new
349	PRINCIPAL SECURITIES, INC.	$2.8M	21,509	+21,509	new
350	GRIMES & Co WEALTH MANAGEMENT, LLC	$2.8M	21,062	+21,062	new
351	Apollon Wealth Management, LLC	$2.8M	21,012	+21,012	new
352	Mission Creek Capital Partners, Inc.	$2.7M	26,209	+26,209	new
353	Jackson Hole Capital Partners, LLC	$2.7M	20,626	+20,626	new
354	Meiji Yasuda Asset Management Co Ltd.	$2.7M	20,608	+20,608	new
355	Summit Asset Management, LLC	$2.7M	20,500	+20,500	new
356	Insight Inv LLC	$2.7M	20,389	+20,389	new
357	Uncommon Cents Investing LLC	$2.7M	20,322	+20,322	new
358	Phoenix Financial Ltd.	$2.6M	18,733	+18,733	new
359	ANCHOR CAPITAL ADVISORS LLC	$2.6M	19,755	+19,755	new
360	RITHOLTZ WEALTH MANAGEMENT	$2.6M	19,699	+19,699	new
361	PATTON FUND MANAGEMENT, INC.	$2.6M	19,626	+19,626	new
362	TMB Capital Partners, LLC	$2.6M	19,530	+19,530	new
363	OMERS ADMINISTRATION Corp	$2.6M	19,505	+19,505	new
364	Badgley Phelps Wealth Managers, LLC	$2.5M	19,378	+19,378	new
365	Perigon Wealth Management, LLC	$2.5M	19,223	+19,223	new
366	SIERRA SUMMIT ADVISORS LLC	$2.5M	19,123	+19,123	new
367	FIDUCIARY TRUST CO	$2.5M	18,913	+18,913	new
368	D.A. DAVIDSON & CO.	$2.4M	18,641	+18,641	new
369	Oak Thistle LLC	$2.4M	18,566	+18,566	new
370	COLDSTREAM CAPITAL MANAGEMENT INC	$2.4M	18,516	+18,516	new
371	Gallo Partners, LP	$2.4M	18,338	+18,338	new
372	PFG Investments, LLC	$2.4M	18,290	+18,290	new
373	Phoenix Wealth Advisors	$2.4M	18,288	+18,288	new
374	DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	$2.4M	18,100	+18,100	new
375	NATIONAL BANK OF CANADA /FI/	$2.4M	17,951	+17,951	new
376	NewEdge Wealth, LLC	$2.3M	17,793	+17,793	new
377	BLAIR WILLIAM & CO/IL	$2.3M	17,681	+17,681	new
378	Genus Capital Management Inc.	$2.3M	17,595	+17,595	new
379	Stratos Wealth Partners, LTD.	$2.3M	17,521	+17,521	new
380	Smith Salley Wealth Management	$2.3M	17,477	+17,477	new
381	Winthrop Partners - WNY, LLC	$2.3M	17,346	+17,346	new
382	MUFG SECURITIES AMERICAS INC.	$2.2M	16,936	+472	add
383	AZZAD ASSET MANAGEMENT INC /ADV	$2.2M	16,928	+16,928	new
384	ASSETMARK, INC	$2.2M	16,739	+16,739	new
385	CORNERSTONE ENTERPRISES, LLC	$2.1M	16,409	+16,409	new
386	SIR Capital Management, L.P.	$2.1M	16,400	+16,400	new
387	Turas Capital Management LP	$2.1M	16,300	+16,300	new
388	Graham Capital Management, L.P.	$2.1M	16,294	+16,294	new
389	QUADRANT CAPITAL GROUP LLC	$2.1M	16,289	+16,289	new
390	Harrington Investments, INC	$2.1M	16,114	+16,114	new
391	B. Riley Wealth Advisors, Inc.	$2.1M	16,412	+16,412	new
392	Sustainable Insight Capital Management, LLC	$2.0M	15,494	+15,494	new
393	Peregrine Asset Advisers, Inc.	$2.0M	15,455	+15,455	new
394	Palisade Asset Management, LLC	$2.0M	14,993	+14,993	new
395	Polymer Capital Management (US) LLC	$1.9M	14,875	+14,875	new
396	BROWN ADVISORY INC	$1.9M	14,502	+14,502	new
397	LOWE BROCKENBROUGH & CO INC	$1.9M	14,458	+14,458	new
398	Whitaker-Myers Wealth Managers, LTD.	$1.9M	14,324	+14,324	new
399	Invera Wealth Advisors, LLC	$1.9M	14,302	+14,302	new
400	Chicago Partners Investment Group LLC	$1.9M	13,339	+13,339	new
401	EP Wealth Advisors, LLC	$1.8M	14,125	+14,125	new
402	Cornerstone National Bank & Trust Co	$1.8M	13,598	+13,598	new
403	Waverly Advisors, LLC	$1.8M	13,906	+13,906	new
404	FOX RUN MANAGEMENT, L.L.C.	$1.8M	14,376	+14,376	new
405	LEVIN CAPITAL STRATEGIES, L.P.	$1.8M	13,643	+13,643	new
406	Siemens Fonds Invest GmbH	$1.8M	13,626	+13,626	new
407	Moors & Cabot, Inc.	$1.8M	13,425	+13,425	new
408	AE Wealth Management LLC	$1.8M	13,414	+13,414	new
409	Edgestream Partners, L.P.	$1.7M	13,292	+13,292	new
410	MCDONALD PARTNERS LLC	$1.7M	13,194	+13,194	new
411	J.W. COLE ADVISORS, INC.	$1.7M	13,046	+13,046	new
412	Cresset Asset Management, LLC	$1.7M	12,956	+12,956	new
413	FULTON BANK, N.A.	$1.7M	12,949	+12,949	new
414	LEVEL FOUR ADVISORY SERVICES, LLC	$1.7M	12,802	+12,802	new
415	Ballentine Partners, LLC	$1.7M	12,747	+12,747	new
416	EXCHANGE TRADED CONCEPTS, LLC	$1.7M	12,707	+12,707	new
417	Bridgefront Capital, LLC	$1.6M	12,419	+12,419	new
418	AlphaCore Capital LLC	$1.6M	12,370	+12,370	new
419	Diversified Trust Co	$1.6M	12,353	+12,353	new
420	Fiduciary Group, LLC	$1.6M	12,297	+12,297	new
421	Bank Julius Baer & Co. Ltd, Zurich	$1.6M	12,210	+12,210	new
422	Convergence Investment Partners, LLC	$1.6M	12,146	+12,146	new
423	CULBERTSON A N & CO INC	$1.6M	12,086	+12,086	new
424	Northwest & Ethical Investments L.P.	$1.6M	12,072	+12,072	new
425	Berkeley Capital Partners, LLC	$1.6M	11,963	+11,963	new
426	Quadcap Wealth Management, LLC	$1.6M	11,872	+11,872	new
427	Farringdon Capital, Ltd.	$1.6M	11,862	+11,862	new
428	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.6M	11,804	+11,804	new
429	Richard Bernstein Advisors LLC	$1.5M	11,805	+11,805	new
430	NFSG Corp	$1.5M	11,375	+11,375	new
431	1ST SOURCE BANK	$1.5M	11,368	+11,368	new
432	BURNEY CO/	$1.5M	11,288	+11,288	new
433	Retirement Planning Group, LLC	$1.5M	11,280	+11,280	new
434	MATHER GROUP, LLC.	$1.5M	11,162	+11,162	new
435	EVERGREEN CAPITAL MANAGEMENT LLC	$1.4M	11,003	+11,003	new
436	Goldstein Advisors, LLC	$1.4M	10,881	+10,881	new
437	Qtron Investments LLC	$1.4M	10,801	+10,801	new
438	Allworth Financial LP	$1.4M	10,792	+10,792	new
439	Ashton Thomas Private Wealth, LLC	$1.4M	10,707	+10,707	new
440	PARTNERS CAPITAL INVESTMENT GROUP, LLP	$1.4M	10,689	+10,689	new
441	Stonebrook Private Inc.	$1.4M	10,572	+10,572	new
442	Arax Advisory Partners	$1.4M	10,394	+10,394	new
443	AIGEN INVESTMENT MANAGEMENT, LP	$1.4M	10,527	+10,527	new
444	Sivia Capital Partners, LLC	$1.4M	10,513	+10,513	new
445	Wedmont Private Capital	$1.4M	9,866	+9,866	new
446	CWC Advisors, LLC.	$1.4M	10,338	+10,338	new
447	Compound Planning, Inc.	$1.3M	10,261	+10,261	new
448	TKG Advisors, LLC	$1.3M	10,200	+10,200	new
449	Foresight Group Ltd Liability Partnership	$1.3M	10,379	+10,379	new
450	BLUE JEAN FINANCIAL LLC	$1.3M	9,996	+9,996	new
451	SECURED RETIREMENT ADVISORS, LLC	$1.3M	9,952	+9,952	new
452	Matisse Capital	$1.3M	9,705	+9,705	new
453	Snowden Capital Advisors LLC	$1.3M	9,664	+9,664	new
454	Krilogy Financial LLC	$1.3M	9,138	+9,138	new
455	FIRST INTERSTATE BANK	$1.2M	9,377	+9,377	new
456	BENJAMIN EDWARDS INC	$1.2M	9,258	+9,258	new
457	CMH Wealth Management LLC	$1.2M	9,225	+9,225	new
458	DNCA FINANCE	$1.2M	9,250	+9,250	new
459	Vinva Investment Management Ltd	$1.2M	9,388	+9,388	new
460	Parallax Volatility Advisers, L.P.	$1.2M	8,477	+8,477	new
461	Smartleaf Asset Management LLC	$1.2M	9,258	+9,258	new
462	Prospera Financial Services Inc	$1.2M	8,898	+8,898	new
463	Catherine Avery Investment Management LLC	$1.2M	8,872	+8,872	new
464	Frank, Rimerman Advisors LLC	$1.2M	8,827	+8,827	new
465	Widmann Financial Services, Inc.	$1.2M	8,818	+8,818	new
466	Summit Financial, LLC	$1.2M	8,765	+8,765	new
467	NWAM LLC	$1.2M	8,784	+8,784	new
468	Americana Partners, LLC	$1.1M	8,668	+8,668	new
469	SAXON INTERESTS, INC.	$1.1M	8,544	+8,544	new
470	Hennion & Walsh Asset Management, Inc.	$1.1M	8,541	+8,541	new
471	JOHNSON INVESTMENT COUNSEL INC	$1.1M	8,427	+8,427	new
472	SeaCrest Wealth Management, LLC	$1.1M	8,349	+8,349	new
473	DIVERSIFIED MANAGEMENT INC	$1.1M	8,236	+8,236	new
474	EVOKE WEALTH, LLC	$1.1M	8,103	+8,103	new
475	Johnson Financial Group, Inc.	$1.1M	8,064	+8,064	new
476	Aaron Wealth Advisors LLC	$1.1M	8,054	+8,054	new
477	PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.	$1.0M	8,000	+8,000	new
478	TrueWealth Advisors, LLC	$1.0M	7,984	+7,984	new
479	Csenge Advisory Group	$1.0M	7,982	+7,982	new
480	Blue Trust, Inc.	$1.0M	7,976	+7,976	new
481	EVOLVE PRIVATE WEALTH, LLC	$1.0M	7,910	+7,910	new
482	Bull Harbor Capital LLC	$1.0M	7,669	—	no prior
483	Everhart Financial Group, Inc.	$990K	7,563	+7,563	new
484	MITCHELL & PAHL PRIVATE WEALTH, LLC	$980K	7,484	+7,484	new
485	Keyes, Stange & Wooten Wealth Management, LLC	$978K	7,471	+7,471	new
486	Invst, LLC	$971K	7,412	+7,412	new
487	Greenland Capital Management LP	$969K	7,400	+7,400	new
488	HARRIS ASSOCIATES L P	$962K	7,350	+7,350	new
489	Aprio Wealth Management, LLC	$961K	7,340	+7,340	new
490	PICTON MAHONEY ASSET MANAGEMENT	$960K	7,330	+7,330	new
491	Parkside Financial Bank & Trust	$954K	7,284	+7,284	new
492	Seros Financial, LLC	$930K	7,100	+7,100	new
493	OneDigital Investment Advisors LLC	$924K	7,058	+7,058	new
494	Avestar Capital, LLC	$920K	7,018	+7,018	new
495	Pine Valley Investments Ltd Liability Co	$910K	6,948	+6,948	new
496	Cooper Financial Group	$910K	6,948	+6,948	new
497	Athena Wealth Management, LLC	$892K	6,814	—	no prior
498	Richmond Investment Services, LLC	$891K	6,803	+6,803	new
499	JOURNEY STRATEGIC WEALTH LLC	$882K	6,731	+6,731	new
500	ZACKS INVESTMENT MANAGEMENT	$864K	6,597	+6,597	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · JCI

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 5 Viking Global Investors, D1 Capital Partners, Gotham Asset Management, Tudor Investment Corp, Moore Capital Management $828M held
Trimming: 0 — $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · JOHNSON CONTROLS INTERNATION

Merged timeline of congressional filings and notable-manager moves on JCI
Date	Who	Change	Size
2026-05-15	Viking Global Investors 13F	new	+4,419,923 sh
2026-05-15	D1 Capital Partners 13F	new	+1,224,055 sh
2026-05-15	Gotham Asset Management 13F	new	+411,569 sh
2026-05-15	Tudor Investment Corp 13F	new	+218,509 sh
2026-05-15	Moore Capital Management 13F	new	+47,774 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

18 members of Congress disclosed JCI — the congressional view ↗