Who holds JKHYticker 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 ↗

HENRY JACK & ASSOC INC · COM · quarter ended 2026-03-31 · 10 members disclosed JKHY ↗

557

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

$8.7B

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

281

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

103

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 JKHY ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$942M	5,958,055	−20,495	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$740M	4,680,410	—	no prior
3	STATE STREET CORP	$625M	3,954,964	−82,700	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$568M	3,591,967	—	no prior
5	MORGAN STANLEY	$424M	2,683,848	+233,589	add
6	CIBC Bancorp USA Inc.	$302M	1,910,530	—	no prior
7	Invesco Ltd.	$293M	1,852,819	+222,694	add
8	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$230M	1,458,101	+107,708	add
9	WELLS FARGO & COMPANY/MN	$218M	1,381,715	−33,506	trim
10	APG Asset Management N.V.	$214M	1,562,882	−352	trim
11	Janus Henderson Group Ltd.	$170M	1,078,398	+1,070,376	add
12	MACKENZIE FINANCIAL CORP	$154M	972,912	−848	trim
13	UBS Group AG	$135M	855,963	+65,899	add
14	TD ASSET MANAGEMENT INC	$130M	823,825	+242,401	add
15	RAYMOND JAMES FINANCIAL INC	$129M	813,626	+50,085	add
16	DIMENSIONAL FUND ADVISORS LP	$119M	752,025	+86,810	add
17	FIRST TRUST ADVISORS LP	$116M	734,298	+185,465	add
18	NORTHERN TRUST CORP	$116M	731,342	−4,955	trim
19	Epoch Investment Partners, Inc.	$108M	681,587	+307,886	add
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$105M	663,248	+14,517	add
21	Amundi	$99.1M	626,837	+279,466	add
22	NORDEA INVESTMENT MANAGEMENT AB	$91.0M	584,846	−138,779	trim
23	STIFEL FINANCIAL CORP	$83.3M	527,261	+619	add
24	ENVESTNET ASSET MANAGEMENT INC	$76.4M	483,343	+13,787	add
25	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$67.8M	428,923	−255,365	trim
26	Legal & General Group Plc	$66.5M	420,469	+8,073	add
27	Quantinno Capital Management LP	$66.3M	419,286	+285,893	add
28	VANGUARD FIDUCIARY TRUST CO	$64.1M	405,789	—	no prior
29	ALLIANCEBERNSTEIN L.P.	$60.9M	333,515	+175,302	add
30	MILLENNIUM MANAGEMENT LLC	$57.9M	366,191	+265,974	add
31	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$57.1M	361,171	+41,649	add
32	JUPITER ASSET MANAGEMENT LTD	$53.8M	340,633	+59,430	add
33	Grantham, Mayo, Van Otterloo & Co. LLC	$51.5M	325,829	+129,038	add
34	BALYASNY ASSET MANAGEMENT L.P.	$50.9M	322,342	−234,736	trim
35	PRINCIPAL FINANCIAL GROUP INC	$50.1M	317,016	−7,117	trim
36	DEUTSCHE BANK AG\	$48.9M	309,136	+49,418	add
37	Nuveen, LLC	$46.0M	291,236	+84,809	add
38	VICTORY CAPITAL MANAGEMENT INC	$44.8M	283,621	+273,908	add
39	Conestoga Capital Advisors, LLC	$39.1M	247,311	+12,078	add
40	BANK OF AMERICA CORP /DE/	$38.6M	243,931	−41,659	trim
41	Walker Asset Management, LLC	$36.9M	233,617	+5,694	add
42	Ceredex Value Advisors LLC	$35.3M	223,400	+223,400	new
43	Swiss National Bank	$33.6M	212,400	+13,900	add
44	LONDON CO OF VIRGINIA	$32.3M	204,641	−3,795	trim
45	Norinchukin Bank, The	$32.0M	202,426	+18,123	add
46	Ilex Capital Partners (UK) LLP	$29.5M	186,470	+22,444	add
47	ROYAL BANK OF CANADA	$29.1M	184,190	−47,731	trim
48	CITADEL ADVISORS LLC	$28.2M	178,526	−1,421,134	trim
49	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$26.5M	167,373	−19,140	trim
50	BANK OF MONTREAL /CAN/	$26.1M	165,461	+15,190	add
51	BENJAMIN EDWARDS INC	$25.8M	163,253	+903	add
52	AQR CAPITAL MANAGEMENT LLC	$25.7M	163,004	+59,584	add
53	Copeland Capital Management, LLC	$25.6M	162,103	−4,524	trim
54	Mitsubishi UFJ Asset Management Co., Ltd.	$25.0M	158,293	+22	add
55	Vanguard Global Advisers, LLC	$25.0M	158,018	—	no prior
56	CITIGROUP INC	$25.0M	157,945	+3,829	add
57	SEI INVESTMENTS CO	$24.9M	157,857	+21,677	add
58	Engineers Gate Manager LP	$24.6M	155,852	+14,002	add
59	Gotham Asset Management, LLC	$23.9M	151,057	−109,271	trim
60	Connor, Clark & Lunn Investment Management Ltd.	$23.7M	150,138	+96,969	add
61	Swedbank AB	$23.6M	149,336	+5,549	add
62	HSBC HOLDINGS PLC	$22.8M	144,740	−152,330	trim
63	Prana Capital Management, LP	$22.7M	143,659	+143,659	new
64	Longaeva Partners L.P.	$20.2M	128,056	+128,056	new
65	Forvis Mazars Wealth Advisors, LLC	$20.0M	126,797	−7,463	trim
66	LPL Financial LLC	$19.6M	124,035	−11,643	trim
67	VANGUARD ASSET MANAGEMENT, Ltd	$19.3M	122,194	—	no prior
68	Freestone Grove Partners LP	$19.2M	121,400	+121,400	new
69	Mitsubishi UFJ Trust & Banking Corp	$19.2M	121,201	+55,515	add
70	MEEDER ASSET MANAGEMENT INC	$18.3M	115,842	+78,298	add
71	BLI - Banque de Luxembourg Investments	$18.0M	99,400	+99,400	new
72	TEACHER RETIREMENT SYSTEM OF TEXAS	$17.2M	108,626	+27,524	add
73	Creative Planning	$16.6M	105,292	+11,433	add
74	Cornerstone Advisors, LLC	$14.4M	91,081	+28,123	add
75	LGT Group Foundation	$13.3M	83,922	−39,922	trim
76	STATE OF WISCONSIN INVESTMENT BOARD	$13.1M	83,033	+17,486	add
77	JACOBSON & SCHMITT ADVISORS, LLC	$12.9M	81,844	−18,199	trim
78	FIFTH THIRD BANCORP	$12.8M	80,841	+78,943	add
79	Pictet Asset Management Holding SA	$12.7M	80,578	−10,235	trim
80	Corient Private Wealth LLC	$12.3M	78,486	+49,111	add
81	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$11.6M	73,266	+34,300	add
82	Schonfeld Strategic Advisors LLC	$11.5M	73,000	−162,566	trim
83	VOYA INVESTMENT MANAGEMENT LLC	$10.4M	65,696	+3,938	add
84	Capital Research Global Investors	$10.4M	66,168	+66,168	new
85	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$10.4M	65,533	−75,328	trim
86	TRUIST FINANCIAL CORP	$10.2M	64,842	−6,331	trim
87	Universal- Beteiligungs- und Servicegesellschaft mbH	$10.2M	64,286	−3,858	trim
88	AVIVA PLC	$10.1M	63,606	−2,837	trim
89	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$10.1M	63,599	0	no change
90	MAI Capital Management	$9.8M	62,091	−1,021	trim
91	Lighthouse Investment Partners, LLC	$9.6M	60,646	+42,536	add
92	ProShare Advisors LLC	$9.1M	57,394	−3,537	trim
93	CIBC Asset Management Inc	$8.5M	53,768	+1,630	add
94	MATTERN CAPITAL MANAGEMENT, LLC	$8.2M	52,106	+106	add
95	Korea Investment CORP	$8.0M	50,434	+31,300	add
96	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$7.7M	48,662	−2,437	trim
97	Aberdeen Group plc	$7.6M	47,914	+2,089	add
98	JANE STREET GROUP, LLC	$7.4M	47,019	+44,348	add
99	SG Capital Management LLC	$7.4M	46,991	+46,991	new
100	Calamos Advisors LLC	$7.1M	45,125	+2,013	add
101	AMERICAN CENTURY COMPANIES INC	$6.7M	42,615	+14,686	add
102	Andra AP-fonden	$6.6M	41,900	+1,000	add
103	ATWOOD & PALMER INC	$6.4M	40,336	−295	trim
104	Callan Family Office, LLC	$6.2M	39,389	+852	add
105	Vestmark Advisory Solutions, Inc.	$6.2M	39,119	−4,378	trim
106	BNP Paribas Asset Management Holding S.A.	$6.1M	38,751	+3,041	add
107	Cetera Investment Advisers	$6.1M	38,499	−1,696	trim
108	Ensign Peak Advisors, Inc	$6.0M	38,104	+20,989	add
109	VELA Investment Management, LLC	$6.0M	37,661	+23,673	add
110	Illinois Municipal Retirement Fund	$5.8M	37,005	+599	add
111	ROYAL LONDON ASSET MANAGEMENT LTD	$5.8M	36,838	+2,308	add
112	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$5.8M	36,789	−42,661	trim
113	Kesler, Norman & Wride, LLC	$5.7M	36,376	+1,239	add
114	Vanguard Investments Australia, Ltd.	$5.7M	36,198	—	no prior
115	Chevy Chase Trust Holdings, LLC	$5.6M	35,552	−1,144	trim
116	NewEdge Wealth, LLC	$5.5M	35,105	−5,163	trim
117	PRUDENTIAL FINANCIAL INC	$5.5M	34,925	−725	trim
118	CANADA PENSION PLAN INVESTMENT BOARD	$5.5M	34,500	+34,500	new
119	REGIONS FINANCIAL CORP	$5.3M	33,619	−1,928	trim
120	ExodusPoint Capital Management, LP	$5.2M	32,714	+32,714	new
121	Alpine Peaks Capital, LP	$5.1M	32,247	+2,200	add
122	NOMURA ASSET MANAGEMENT CO LTD	$5.1M	32,145	−627	trim
123	Vest Financial, LLC	$5.1M	32,049	+13,459	add
124	JGP Wealth Management, LLC	$4.8M	30,611	−12,899	trim
125	Silver Lake Advisory, LLC	$4.8M	30,382	+499	add
126	Asset Management One Co., Ltd.	$4.8M	30,266	−305	trim
127	TWO SIGMA INVESTMENTS, LP	$4.7M	30,000	+30,000	new
128	Tidal Investments LLC	$4.7M	29,912	+5,461	add
129	Resona Asset Management Co.,Ltd.	$4.7M	29,900	+424	add
130	STANSBERRY ASSET MANAGEMENT, LLC	$4.7M	29,574	−207	trim
131	Pinnacle Financial Partners, Inc.	$4.6M	29,287	+2,058	add
132	TORONTO DOMINION BANK	$4.6M	29,004	−2,898	trim
133	TRILLIUM ASSET MANAGEMENT, LLC	$4.5M	26,288	−2,615	trim
134	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	27,747	+8,163	add
135	United Asset Strategies, Inc.	$4.4M	27,528	+1,327	add
136	COMMERCE BANK	$4.2M	26,522	−1,009	trim
137	LGT Fund Management Co Ltd.	$4.2M	26,411	+5,354	add
138	Tredje AP-fonden	$4.1M	26,005	+18,609	add
139	MERCER GLOBAL ADVISORS INC /ADV	$4.1M	25,698	+3,365	add
140	BAHL & GAYNOR INC	$4.0M	25,593	+123	add
141	FMR LLC	$4.0M	25,442	−1,353	trim
142	SCHWARTZ INVESTMENT COUNSEL INC	$4.0M	25,300	0	no change
143	INTECH INVESTMENT MANAGEMENT LLC	$4.0M	25,120	−20,532	trim
144	&PARTNERS	$4.0M	24,977	−668	trim
145	Hilton Capital Management, LLC	$3.9M	24,948	+6,634	add
146	Sanctuary Advisors, LLC	$3.9M	24,899	−3,827	trim
147	Atria Investments, Inc	$3.9M	24,435	−6,162	trim
148	Modera Wealth Management, LLC	$3.7M	23,668	+69	add
149	Vident Advisory, LLC	$3.7M	23,656	+21,127	add
150	Moran Wealth Management, LLC	$3.7M	23,320	−2,537	trim
151	Lansforsakringar Fondforvaltning AB (publ)	$3.6M	22,768	+71	add
152	Y-Intercept (Hong Kong) Ltd	$3.6M	22,581	+22,581	new
153	State of New Jersey Common Pension Fund D	$3.5M	22,302	0	no change
154	Dai-ichi Life Insurance Company, Ltd	$3.3M	21,102	+14,728	add
155	Zurcher Kantonalbank (Zurich Cantonalbank)	$3.3M	20,925	+20,925	new
156	Legacy Financial Strategies, LLC	$3.3M	20,640	0	no change
157	Cerity Partners LLC	$3.2M	20,442	−5,924	trim
158	Morningstar Investment Management LLC	$3.2M	20,175	+10,815	add
159	Stratos Wealth Partners, LTD.	$3.2M	20,009	−739	trim
160	STEPHENS INC /AR/	$3.2M	19,953	−662	trim
161	Arizona State Retirement System	$3.1M	19,667	−259	trim
162	Czech National Bank	$3.1M	19,654	+569	add
163	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$3.1M	19,600	0	no change
164	Mirae Asset Global Investments Co., Ltd.	$3.1M	19,431	+7,147	add
165	US BANCORP \DE\	$3.1M	19,424	−652	trim
166	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.0M	18,809	+2,363	add
167	Swiss Life Asset Management Ltd	$2.9M	18,264	−2,286	trim
168	Cardinal Capital Management	$2.9M	18,248	+18,248	new
169	MML INVESTORS SERVICES, LLC	$2.8M	17,917	−4,890	trim
170	Oak Thistle LLC	$2.8M	17,658	+9,991	add
171	Rafferty Asset Management, LLC	$2.8M	17,543	−4,536	trim
172	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.7M	16,811	−24	trim
173	TICINO WEALTH	$2.7M	15,484	−456	trim
174	JOHNSON INVESTMENT COUNSEL INC	$2.6M	16,763	+90	add
175	Riverwater Partners LLC	$2.6M	16,462	+16,462	new
176	Meiji Yasuda Asset Management Co Ltd.	$2.6M	16,442	−8,806	trim
177	Pathstone Holdings, LLC	$2.6M	16,159	−1,985	trim
178	Retirement Systems of Alabama	$2.4M	15,325	−72	trim
179	SEB Asset Management AB	$2.4M	15,305	—	no prior
180	Summit Trail Advisors, LLC	$2.4M	15,261	+10,021	add
181	Capital Group Private Client Services, Inc.	$2.4M	15,208	−4,700	trim
182	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.3M	14,627	+1,267	add
183	NATIONAL BANK OF CANADA /FI/	$2.3M	14,445	−24,978	trim
184	Karani Asset Management LLC	$2.3M	14,393	−9,871	trim
185	Argo Wealth Advisory, LLC	$2.3M	14,278	+247	add
186	Elo Mutual Pension Insurance Co	$2.2M	14,188	+14,188	new
187	Woodline Partners LP	$2.2M	14,143	+1,789	add
188	Focus Partners Wealth	$2.2M	14,163	+9,548	add
189	XPONANCE LLC	$2.2M	14,090	+1,073	add
190	IFM Investors Pty Ltd	$2.2M	13,894	0	no change
191	Daiwa Securities Group Inc.	$2.2M	13,835	+2,084	add
192	Steward Partners Investment Advisory, LLC	$2.2M	13,726	+649	add
193	Delta Global Management LP	$2.2M	13,688	+396	add
194	Man Group plc	$2.1M	13,537	+6,348	add
195	Vanguard Personalized Indexing Management, LLC	$2.1M	13,456	−127	trim
196	LBP AM SA	$2.1M	13,045	+13,045	new
197	BANK OF NOVA SCOTIA	$2.1M	13,033	−826	trim
198	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.0M	12,932	+2,081	add
199	Lombard Odier Asset Management (Europe) Ltd	$2.0M	12,500	−5,500	trim
200	YOUSIF CAPITAL MANAGEMENT, LLC	$2.0M	12,471	−399	trim
201	CENTRAL TRUST Co	$1.9M	12,300	−55	trim
202	Utah Retirement Systems	$1.9M	11,927	0	no change
203	DIVERSIFY WEALTH MANAGEMENT, LLC	$1.9M	12,253	+7,669	add
204	Candriam S.C.A.	$1.8M	11,312	+11,312	new
205	UniSuper Management Pty Ltd	$1.8M	11,297	+32	add
206	Apollon Wealth Management, LLC	$1.8M	11,284	−2,060	trim
207	MACQUARIE GROUP LTD	$1.7M	10,910	+682	add
208	Rakuten Investment Management, Inc.	$1.7M	10,720	+1,016	add
209	GLOBEFLEX CAPITAL L P	$1.7M	10,581	0	no change
210	OPPENHEIMER & CO INC	$1.6M	10,390	−107	trim
211	Taylor Frigon Capital Management LLC	$1.6M	10,230	−463	trim
212	Nicholson Wealth Management Group, LLC	$1.6M	10,197	−211	trim
213	M&T BANK CORP	$1.6M	10,131	−2,630	trim
214	Northwest & Ethical Investments L.P.	$1.6M	10,016	+8,014	add
215	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$1.6M	9,976	−2,924	trim
216	Generali Asset Management SPA SGR	$1.6M	9,871	+801	add
217	Henshaw Capital LLC	$1.6M	9,846	—	no prior
218	WEYBOSSET RESEARCH & MANAGEMENT LLC	$1.6M	9,838	0	no change
219	NEOS Investment Management LLC	$1.6M	9,833	+8,326	add
220	QUADRANT CAPITAL GROUP LLC	$1.5M	9,757	−56	trim
221	PAX Financial Group, LLC	$1.5M	9,745	−1,678	trim
222	Eurizon Capital SGR S.p.A.	$1.5M	9,748	+6,834	add
223	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.5M	9,658	−3,996	trim
224	Sumitomo Mitsui DS Asset Management Company, Ltd	$1.5M	9,605	+853	add
225	Linden Thomas Advisory Services, LLC	$1.5M	9,594	+162	add
226	NISSAY ASSET MANAGEMENT CORP /JAPAN	$1.5M	9,504	+66	add
227	Robeco Institutional Asset Management B.V.	$1.5M	9,443	+9,443	new
228	Ethic Inc.	$1.5M	9,412	−950	trim
229	UMB Bank, n.a.	$1.5M	9,389	+867	add
230	Wealthfront Advisers LLC	$1.5M	9,224	−7	trim
231	OSAIC HOLDINGS, INC.	$1.4M	9,112	−1,318	trim
232	FRANKLIN RESOURCES INC	$1.4M	8,880	−484	trim
233	PineStone Asset Management Inc.	$1.4M	8,600	−51,600	trim
234	OMERS ADMINISTRATION Corp	$1.3M	8,365	+5,330	add
235	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.3M	8,318	+8,318	new
236	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.3M	8,235	+108	add
237	DAVENPORT & Co LLC	$1.3M	8,099	−234	trim
238	ICW Investment Advisors LLC	$1.3M	7,984	+103	add
239	OP Asset Management Ltd	$1.2M	7,848	—	no prior
240	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.2M	7,676	−96	trim
241	STOREBRAND ASSET MANAGEMENT AS	$1.2M	7,636	—	no prior
242	Crossmark Global Holdings, Inc.	$1.2M	7,502	—	no prior
243	GUGGENHEIM CAPITAL LLC	$1.2M	7,438	+37	add
244	GHP Investment Advisors, Inc.	$1.2M	7,437	+3,114	add
245	PANAGORA ASSET MANAGEMENT INC	$1.1M	7,238	+4,368	add
246	ALPS ADVISORS INC	$1.1M	7,168	+2,635	add
247	Graham Capital Management, L.P.	$1.1M	7,162	−154	trim
248	GATEWAY INVESTMENT ADVISERS LLC	$1.1M	7,151	−625	trim
249	Rockefeller Capital Management L.P.	$1.1M	7,013	−4,064	trim
250	OPPENHEIMER ASSET MANAGEMENT INC.	$1.1M	6,886	−349	trim
251	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.0M	6,664	−1,037	trim
252	Impact Capital Partners LLC	$1.0M	6,516	−495	trim
253	National Pension Service	$1.0M	6,496	+6,496	new
254	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.0M	6,359	+6,359	new
255	WCM INVESTMENT MANAGEMENT, LLC	$997K	6,373	+6,373	new
256	SAGESPRING WEALTH PARTNERS, LLC	$993K	6,285	−61	trim
257	Prospera Financial Services Inc	$990K	6,260	+4,317	add
258	Qsemble Capital Management, LP	$965K	6,103	+6,103	new
259	Sequoia Financial Advisors, LLC	$954K	6,036	−5,307	trim
260	MITCHELL & PAHL PRIVATE WEALTH, LLC	$945K	5,979	+334	add
261	Concurrent Investment Advisors, LLC	$899K	5,688	−803	trim
262	Inspire Investing, LLC	$898K	5,683	−2,872	trim
263	Formidable Asset Management, LLC	$893K	5,355	−420	trim
264	Keeler Thomas Management LLC	$885K	5,598	+5,598	new
265	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$867K	5,486	+5,486	new
266	NewEdge Advisors, LLC	$861K	5,451	−226	trim
267	Jefferies Financial Group Inc.	$843K	5,335	−20,043	trim
268	Federation des caisses Desjardins du Quebec	$831K	5,258	−1,115	trim
269	Caitlin John, LLC	$820K	5,187	−1,072	trim
270	Investment Management Corp of Ontario	$818K	5,174	+200	add
271	ENTERPRISE FINANCIAL SERVICES CORP	$817K	5,171	−12	trim
272	WELLINGTON MANAGEMENT GROUP LLP	$816K	5,161	+466	add
273	BARD ASSOCIATES INC	$814K	5,150	0	no change
274	COMMONWEALTH EQUITY SERVICES, LLC	$811K	5,129	−1,511	trim
275	HighTower Advisors, LLC	$807K	5,109	+121	add
276	Holocene Advisors, LP	$799K	5,058	−115,779	trim
277	BAMCO INC /NY/	$793K	5,016	−94	trim
278	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$786K	4,976	−4,494	trim
279	Empowered Funds, LLC	$768K	4,861	+4,861	new
280	Curated Wealth Partners LLC	$748K	4,734	+292	add
281	RWA WEALTH PARTNERS, LLC	$748K	4,731	+30	add
282	INCEPTIONR LLC	$742K	4,692	+4,692	new
283	CenterBook Partners LP	$736K	4,655	+4,655	new
284	XTX Topco Ltd	$730K	4,617	+4,617	new
285	ICICI Prudential Asset Management Co Ltd	$726K	4,593	−12,320	trim
286	Advisory Advocates, LLC	$713K	4,510	—	no prior
287	CAXTON ASSOCIATES LLP	$708K	4,478	+4,478	new
288	Midwest Trust Co	$706K	4,465	+1,692	add
289	MIZUHO SECURITIES USA LLC	$690K	4,363	−907	trim
290	Kera Capital Partners, Inc.	$683K	4,319	+1,827	add
291	TWIN CAPITAL MANAGEMENT INC	$682K	4,314	+4,314	new
292	Impact Partnership Wealth, LLC	$679K	4,297	+4,297	new
293	MOKAN Wealth Management Inc.	$668K	4,223	−3,220	trim
294	Summit Financial, LLC	$668K	4,225	+26	add
295	HOHIMER WEALTH MANAGEMENT, LLC	$666K	4,217	+352	add
296	WELCH & FORBES LLC	$658K	4,164	−50	trim
297	SUMMITRY LLC	$653K	4,135	+191	add
298	Hennion & Walsh Asset Management, Inc.	$650K	4,112	+232	add
299	Aaron Wealth Advisors LLC	$649K	4,108	+1,949	add
300	Allspring Global Investments Holdings, LLC	$638K	4,102	+206	add
301	Inspire Advisors, LLC	$634K	4,010	+532	add
302	Diversified Trust Co	$633K	4,008	−134	trim
303	Sepio Capital, LP	$628K	3,976	+707	add
304	World Investment Advisors	$628K	3,972	−268	trim
305	Brooklyn Investment Group	$607K	3,839	+464	add
306	DOLIVER ADVISORS, LP	$601K	3,800	0	no change
307	CATALYST FINANCIAL PARTNERS LLC	$595K	3,762	+2,292	add
308	CWM, LLC	$584K	3,693	+1,151	add
309	FSM Wealth Advisors, LLC	$575K	3,639	+18	add
310	Bridgewater Advisors Inc.	$568K	4,092	−1,208	trim
311	Global X Japan Co., Ltd.	$557K	3,524	−109	trim
312	Envestnet Portfolio Solutions, Inc.	$554K	3,507	−2,882	trim
313	D.A. DAVIDSON & CO.	$553K	3,496	−263	trim
314	ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC	$546K	3,452	+3,452	new
315	BURNEY CO/	$537K	3,398	−649	trim
316	Maryland State Retirement & Pension System	$536K	3,390	0	no change
317	LRT Capital Management, LLC	$528K	3,343	−280	trim
318	Tyche Wealth Partners LLC	$525K	3,320	+164	add
319	Coastal Bridge Advisors, LLC	$520K	3,293	−69	trim
320	Odyssean, LLC	$512K	3,238	+3,238	new
321	Hardworking Capital Advisors, LLC	$509K	3,219	+38	add
322	Vise Technologies, Inc.	$506K	2,773	0	no change
323	denkapparat Operations GmbH	$505K	3,198	+1,384	add
324	KEYBANK NATIONAL ASSOCIATION/OH	$494K	3,123	+530	add
325	BLAIR WILLIAM & CO/IL	$483K	3,058	+175	add
326	Dundas Partners LLP	$481K	3,043	−548	trim
327	PRUDENTIAL PLC	$475K	3,008	0	no change
328	Vontobel Holding Ltd.	$475K	3,006	−296	trim
329	S.A. Mason LLC	$474K	3,002	+3,002	new
330	Baker Avenue Asset Management, LP	$474K	3,001	+3,001	new
331	BOOTHBAY FUND MANAGEMENT, LLC	$473K	2,994	+1,443	add
332	Keating Financial Advisory Services, Inc.	$472K	2,988	−1,621	trim
333	MUFG Securities EMEA plc	$469K	2,967	0	no change
334	FULTON BANK, N.A.	$465K	2,943	+114	add
335	Chicago Partners Investment Group LLC	$458K	2,941	+1,260	add
336	Allianz Asset Management GmbH	$457K	2,889	+591	add
337	CI INVESTMENTS INC.	$452K	2,858	+13	add
338	Ballentine Partners, LLC	$449K	2,841	+1,117	add
339	ELEVATION POINT WEALTH PARTNERS, LLC	$448K	2,835	+98	add
340	TD Waterhouse Canada Inc.	$447K	2,875	+2,743	add
341	HUB Investment Partners, LLC	$446K	2,822	+1,499	add
342	LVW Advisors, LLC	$431K	2,727	−494	trim
343	Osmosis Investment Management UK Ltd	$429K	2,715	+2,715	new
344	Blackhawk Capital Partners, LLC	$426K	2,696	−6	trim
345	Arax Advisory Partners	$425K	2,687	+1,148	add
346	Ashton Thomas Private Wealth, LLC	$422K	2,669	+1,466	add
347	TOKIO MARINE ASSET MANAGEMENT CO LTD	$420K	2,660	0	no change
348	Caprock Group, LLC	$420K	2,657	+2,657	new
349	FOUNDATIONS INVESTMENT ADVISORS, LLC	$409K	2,587	+52	add
350	WEALTH ALLIANCE, LLC	$408K	2,583	+63	add
351	Laird Norton Wetherby Trust Company, LLC	$403K	2,553	−309	trim
352	CHOREO, LLC	$397K	2,513	+1,289	add
353	MQS Management LLC	$396K	2,508	+2,508	new
354	Empirical Finance, LLC	$394K	2,494	−6	trim
355	Aegis Wealth Management, Inc.	$388K	2,452	0	no change
356	iSAM Funds (UK) Ltd	$384K	2,428	−7,864	trim
357	Frank, Rimerman Advisors LLC	$371K	2,348	−833	trim
358	Avior Wealth Management, LLC	$368K	2,329	−116	trim
359	Monument Capital Management	$366K	2,318	−58	trim
360	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$365K	2,309	−4	trim
361	MIRABELLA FINANCIAL SERVICES LLP	$361K	2,286	+1,068	add
362	FAS Wealth Partners, Inc.	$357K	2,259	+6	add
363	J. Safra Sarasin Holding AG	$355K	2,248	−1,802	trim
364	Machina Capital S.A.S.	$348K	2,199	−1,632	trim
365	Gibbs Wealth Management	$347K	2,197	+2,197	new
366	North Dakota State Investment Board	$335K	2,122	−376	trim
367	Koshinski Asset Management, Inc.	$334K	2,113	−2,283	trim
368	ABN AMRO INVESTMENT SOLUTIONS	$334K	2,111	+165	add
369	SIGNATUREFD, LLC	$330K	2,086	−294	trim
370	Parkside Financial Bank & Trust	$329K	2,083	−36	trim
371	EVOLVE PRIVATE WEALTH, LLC	$328K	2,073	−352	trim
372	Metis Global Partners, LLC	$325K	2,055	−261	trim
373	Aware Super Pty Ltd as trustee of Aware Super	$323K	2,046	—	no prior
374	Calamos Wealth Management LLC	$320K	2,027	+190	add
375	Merit Financial Group, LLC	$320K	2,023	+312	add
376	ASR Vermogensbeheer N.V.	$319K	2,021	+48	add
377	Wellington Grp LLC	$319K	2,017	—	no prior
378	Waverly Advisors, LLC	$318K	2,015	+10	add
379	Ipswich Investment Management Co., Inc.	$315K	1,996	−75	trim
380	Cresset Asset Management, LLC	$315K	1,994	+316	add
381	HB Wealth Management, LLC	$313K	1,981	+267	add
382	Outlook Wealth Advisors, LLC	$311K	1,969	−7	trim
383	STRATEGY ASSET MANAGERS LLC	$310K	1,961	+166	add
384	Compound Planning, Inc.	$307K	1,943	+289	add
385	Modern Wealth Management, LLC	$306K	1,966	−346	trim
386	Savvy Advisors, Inc.	$304K	1,922	−108	trim
387	Squarepoint Ops LLC	$303K	1,918	−97,192	trim
388	Ascent Group, LLC	$303K	1,916	−118	trim
389	OneDigital Investment Advisors LLC	$301K	1,906	−379	trim
390	RITHOLTZ WEALTH MANAGEMENT	$301K	1,905	+250	add
391	SECURIAN ASSET MANAGEMENT, INC	$298K	1,888	0	no change
392	NOMURA HOLDINGS INC	$298K	1,885	−275	trim
393	Brookstone Capital Management	$296K	1,873	+1,873	new
394	Procyon Advisors, LLC	$293K	1,857	+187	add
395	PRINCIPAL SECURITIES, INC.	$289K	1,826	+45	add
396	PRIVATE MANAGEMENT GROUP INC	$287K	1,817	0	no change
397	Meeder Advisory Services, Inc.	$286K	1,810	−596	trim
398	Koesten, Hirschmann & Crabtree, INC.	$283K	1,790	+2	add
399	GENESIS PRIVATE WEALTH, LLC	$282K	1,787	+64	add
400	NICOLET BANKSHARES INC	$281K	1,806	+1,806	new
401	CAPITAL ADVISORS INC/OK	$281K	1,775	+184	add
402	AE Wealth Management LLC	$279K	1,767	−157	trim
403	True North Advisors, LLC	$269K	1,703	−27	trim
404	Westerkirk Capital Inc.	$269K	1,700	0	no change
405	Siemens Fonds Invest GmbH	$268K	1,696	−369	trim
406	SCHRODER INVESTMENT MANAGEMENT GROUP	$267K	1,687	+92	add
407	Portside Wealth Group, LLC	$266K	1,680	−468	trim
408	NEW WAVE WEALTH ADVISORS LLC	$264K	1,671	+5	add
409	CREDIT AGRICOLE S A	$263K	1,661	0	no change
410	Legacy Capital Wealth Partners, LLC	$258K	1,630	−2	trim
411	NORDEN GROUP LLC	$257K	1,624	+38	add
412	Curi Capital, LLC	$252K	1,597	−242	trim
413	ASSETMARK, INC	$251K	1,590	−1,039	trim
414	GREENLEAF TRUST	$250K	1,583	−114	trim
415	JOURNEY STRATEGIC WEALTH LLC	$248K	1,570	−125	trim
416	Savant Capital, LLC	$240K	1,516	+1,516	new
417	Snowden Capital Advisors LLC	$239K	1,513	−126	trim
418	Kathmere Capital Management, LLC	$237K	1,501	+355	add
419	Gradient Investments LLC	$237K	1,500	0	no change
420	EVERGREEN CAPITAL MANAGEMENT LLC	$236K	1,496	+1,496	new
421	Composition Wealth, LLC	$235K	1,485	−340	trim
422	Private Advisor Group, LLC	$233K	1,477	+259	add
423	Phillips Wealth Planners LLC	$230K	1,598	+19	add
424	Petros Family Wealth, LLC	$229K	1,451	+78	add
425	GTS SECURITIES LLC	$229K	1,449	+1,449	new
426	PATTON FUND MANAGEMENT, INC.	$226K	1,429	+148	add
427	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$223K	1,436	−170	trim
428	Regal Investment Advisors LLC	$223K	1,409	+1,409	new
429	FIDUCIARY TRUST CO	$221K	1,397	−77	trim
430	MOODY ALDRICH PARTNERS LLC	$220K	1,392	−30	trim
431	Robertson Stephens Wealth Management, LLC	$215K	1,362	+22	add
432	Diversified Enterprises, LLC	$211K	1,337	−75	trim
433	Charter Capital Management, LLC\DE	$211K	1,334	0	no change
434	Vinva Investment Management Ltd	$210K	1,342	+1,342	new
435	Quantum Portfolio Management LLC	$207K	1,308	+1,308	new
436	Goldstein Advisors, LLC	$206K	1,302	+1,302	new
437	SFMG, LLC	$204K	1,293	0	no change
438	Inscription Capital, LLC	$202K	1,279	+1,279	new
439	B. Riley Wealth Advisors, Inc.	$202K	1,292	−672	trim
440	Dynamic Advisor Solutions LLC	$200K	1,267	−111	trim
441	KESTRA PRIVATE WEALTH SERVICES, LLC	$200K	1,267	−4,829	trim
442	EXCHANGE TRADED CONCEPTS, LLC	$186K	1,174	−4,795	trim
443	Hilltop National Bank	$185K	1,171	+308	add
444	Destiny Wealth Partners, LLC	$149K	942	+942	new
445	Walleye Trading LLC	$148K	934	−2,349	trim
446	Tower Research Capital LLC (TRC)	$131K	827	−1,195	trim
447	Ameritas Investment Partners, Inc.	$102K	648	0	no change
448	Caitong International Asset Management Co., Ltd	$101K	642	+642	new
449	Quarry LP	$99.2K	628	+231	add
450	Community Financial Services Group, LLC	$95.9K	616	+616	new
451	Atlantic Union Bankshares Corp	$91.7K	580	+70	add
452	Allworth Financial LP	$90.3K	572	+109	add
453	Curat Global, LLC	$85.3K	539	−160	trim
454	FIL Ltd	$81.9K	518	+518	new
455	TEMA ETFS LLC	$81.1K	513	0	no change
456	HM PAYSON & CO	$78.4K	496	0	no change
457	Bayforest Capital Ltd	$76.0K	481	−537	trim
458	Global Assets Advisory, LLC	$75.5K	478	+478	new
459	RMG Wealth Management LLC	$75.3K	524	−125	trim
460	Blue Trust, Inc.	$73.8K	467	−50	trim
461	Bank Julius Baer & Co. Ltd, Zurich	$73.5K	465	−623	trim
462	MATHER GROUP, LLC.	$69.1K	437	+437	new
463	Annis Gardner Whiting Capital Advisors, LLC	$68.4K	433	+128	add
464	State of Wyoming	$68.1K	431	−15	trim
465	Leonteq Securities AG	$62.9K	398	−38	trim
466	Larson Financial Group LLC	$61.0K	386	+211	add
467	SJS Investment Consulting Inc.	$38.2K	242	+236	add
468	Wealth Enhancement Trust Services, Inc.	$31.8K	201	−105	trim
469	True Wealth Design, LLC	$29.1K	184	+97	add
470	Clearstead Advisors, LLC	$25.4K	161	−164	trim
471	Kemnay Advisory Services Inc.	$21.8K	138	+138	new
472	Cromwell Holdings LLC	$21.2K	134	+4	add
473	Pinnacle Wealth Planning Services, Inc.	$21.1K	134	+29	add
474	CVA Family Office, LLC	$20.1K	127	+13	add
475	Smartleaf Asset Management LLC	$18.6K	119	−70	trim
476	Physician Wealth Advisors, Inc.	$18.0K	114	−3	trim
477	ENTRUST FINANCIAL LLC	$17.1K	108	−3	trim
478	WPG Advisers, LLC	$15.3K	97	−29	trim
479	Marquette Asset Management, LLC	$12.5K	79	0	no change
480	NATIXIS ADVISORS, LLC	$12.0K	76,117	+6,587	add
481	JONES FINANCIAL COMPANIES LLLP	$10.9K	69	−174	trim
482	ELEVATION WEALTH PARTNERS, LLC	$10.1K	64	+52	add
483	Transamerica Financial Advisors, LLC	$9.8K	62	+37	add
484	JFS WEALTH ADVISORS, LLC	$8.9K	56	−20	trim
485	SIMPLEX TRADING, LLC	$8.9K	56	+56	new
486	Dogwood Wealth Management LLC	$8.7K	55	+24	add
487	Vestcor Inc	$8.4K	53,113	+21,679	add
488	Cherry Tree Wealth Management, LLC	$8.4K	53	0	no change
489	CANADA LIFE ASSURANCE Co	$8.3K	52,482	−211	trim
490	GILPIN WEALTH MANAGEMENT, LLC	$7.9K	50	0	no change
491	AMICA MUTUAL INSURANCE CO	$7.7K	48,570	0	no change
492	MCF Advisors LLC	$7.4K	47	—	no prior
493	Y.D. More Investments Ltd	$7.3K	46	−6	trim
494	Prestige Wealth Management Group LLC	$7.1K	45	0	no change
495	Sachetta, LLC	$7.1K	45	+18	add
496	Owl Creek Wealth Partners LLC	$6.3K	40	—	no prior
497	Advocate Investing Services LLC	$5.8K	37	0	no change
498	Treasurer of the State of North Carolina	$4.9K	31,080	+657	add
499	Global Trust Asset Management, LLC	$4.7K	30	0	no change
500	CBIZ Investment Advisory Services, LLC	$4.7K	30	−25	trim

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

Congress ↔ notable managers · JKHY

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

Congress · last 90 days

Buyers: 1 Gilbert Ray Cisneros, Jr. D–CA-31 $1K–$15K
Sellers: 1 Tommy Tuberville R–AL $1K–$15K

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

Notable managers · quarter ended 2026-03-31

Adding: 1 Caxton Associates $708K held
Trimming: 2 Gotham Asset Management, Bridgewater Associates $23.9M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · HENRY JACK & ASSOC INC

Merged timeline of congressional filings and notable-manager moves on JKHY
Date	Who	Change	Size
2026-08-05	Tommy Tuberville Congress	Sale	$1K–$15K
2026-07-02	Gilbert Ray Cisneros, Jr. Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	trim	−109,271 sh
2026-05-15	Bridgewater Associates 13F	exit	−51,777 sh
2026-05-14	Caxton Associates 13F	new	+4,478 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

10 members of Congress disclosed JKHY — the congressional view ↗