HolderBook

JOHNSON CONTROLS INTERNATION (JCI)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

72
Reporting holders
$52.5M
Reported value
0.0%
Calls
0.0%
Puts
-1,548
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
VISTA INVESTMENT PARTNERS LLC$5.2M34,9441.35%4q-1.5%-$77.6K
Central Pacific Bank - Trust Division$4.6M30,9630.48%11q-6.0%-$294.3K
Red Spruce Capital, LLC$4.6M30,8221.62%28q-0.9%-$41.9K
Dupree Financial Group, LLC$4.3M28,8561.55%2q+1.2%+$50.2K
GAMMA Investing LLC$3.6M23,9980.12%12q+6.1%+$204.2K
Iowa State Bank$3.0M20,0400.50%7q+0.6%+$18.7K
Farther Finance Advisors, LLC$2.4M16,0550.02%16q+9.6%+$208.9K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$2.2M14,8190.03%16qHELD
Whitaker-Myers Wealth Managers, LTD.$1.9M12,6960.31%5q-24.5%-$611.1K
Atlas Brown,Inc.$1.7M11,6120.46%32qHELD
Wedmont Private Capital$1.7M10,8620.04%17q+6.7%+$104.7K
Versant Capital Management, Inc$1.2M8,3220.11%32q-2.0%-$24.8K
TrueWealth Advisors, LLC$1.2M8,1550.27%8qHELD
Balefire, LLC$1.2M7,8950.18%2q-4.5%-$55.9K
DIVERSIFIED MANAGEMENT INC$1.0M6,8340.18%4qHELD
Everhart Financial Group, Inc.$944.7K6,3550.06%6q+1.1%+$10.7K
Valeo Financial Advisors, LLC$843.9K5,6760.02%16q+8.7%+$67.6K
CYPRESS FINANCIAL PLANNING LLC$763.3K5,1350.20%11qHELD
MassMutual Private Wealth & Trust, FSB$659.4K4,4360.02%32q-5.2%-$36.4K
Montecito Bank & Trust$622.8K4,1900.09%24qHELD
Boltwood Capital Management$520.3K3,5000.12%16q-14.6%-$89.2K
Avidian Wealth Enterprises, LLC$517.5K3,4820.01%10q+9.4%+$44.6K
YHB Investment Advisors, Inc.$515.4K3,4670.03%21q+12.7%+$58.1K
Kearns & Associates LLC$501.7K3,3750.23%16qHELD
FIRST FINANCIAL BANK - TRUST DIVISION$438.8K2,9520.03%11qHELD
Grove Bank & Trust$438.1K2,9470.04%16q+1.9%+$8.2K
Venture Visionary Partners LLC$419.0K2,8190.01%6q+4.1%+$16.6K
LEGACY SOLUTIONS, LLC$418.9K2,8180.32%8q-6.9%-$31.1K
RFG - Bristol Wealth Advisors, LLC$418.6K2,8160.10%8qHELD
RIVERSEDGE ADVISORS, LLC$389.9K2,6230.05%2q+9.0%+$32.3K
CHAPIN DAVIS, INC.$370.3K2,4910.07%9qHELD
Cooper Financial Group$297.3K2,0000.02%9q+2.5%+$7.3K
Buska Wealth Management, LLC$295.8K1,9900.10%6qHELD
AVAII WEALTH MANAGEMENT, LLC$275.6K1,7640.08%4qHELD
Apella Capital, LLC$270.1K1,7320.00%newNEW
Vann Equity Management LLC$267.5K1,8000.16%3q+2.0%+$5.2K
ARMSTRONG ADVISORY GROUP, INC$263.8K1,7750.02%16qHELD
MOODY NATIONAL BANK TRUST DIVISION$244.5K1,6450.02%4qHELD
BAKER TILLY WEALTH MANAGEMENT, LLC$244.5K1,6450.05%3qHELD
M.E. ALLISON & CO., INC.$237.5K1,5980.13%3qHELD
Breakwater Capital Group$219.9K1,4790.03%3q-7.9%-$18.7K
EASTERN BANK$213.5K1,4360.00%2q+4.2%+$8.6K
Prism Advisors, Inc.$209.4K1,3600.05%newNEW
AMERICAN NATIONAL BANK & TRUST$154.2K1,0370.01%2qHELD
Acropolis Investment Management, LLC$119.1K8010.00%3q-50.0%-$119.1K
CoreCap Advisors, LLC$83.5K5620.00%11q+5.2%+$4.2K
Rosenberg Matthew Hamilton$73.7K4960.01%17qHELD
ELEVATION WEALTH PARTNERS, LLC$67.0K4510.02%11q+24.2%+$13.1K
Aventus Investment Advisors, Inc.$65.4K4400.05%6qHELD
Wealth Enhancement Trust Services, Inc.$52.0K3500.01%4q-63.5%-$90.4K
Sarver Vrooman Wealth Advisors$47.4K3190.03%7qHELD
Retirement Wealth Solutions LLC$36.4K2450.02%8q+31.7%+$8.8K
TOMPKINS FINANCIAL CORP$31.8K2140.00%27q-14.4%-$5.4K
Olistico Wealth, LLC$29.7K2000.01%4qHELD
Pacifica Partners Inc.$26.6K1750.01%13qHELD
Mn Services Vermogensbeheer B.V.$26.5K178,3000.20%22qHELD
STEPH & CO$23.8K1600.01%2qHELD
Marquette Asset Management, LLC$21.1K1420.00%5qHELD
Roxbury Financial LLC$20.9K1400.02%8qHELD
General Partner, Inc.$20.5K1380.01%15qHELD
Bullock Wealth Management Group$17.9K1180.01%11qHELD
Paladin Partners, LLC$17.4K1170.01%2qHELD
Planning Strategies Inc.$15.9K1070.01%2q+3.9%
ATWOOD & PALMER INC$15.5K1040.00%14qHELD
NORTH POINT PORTFOLIO MANAGERS CORP/OH$13.1K880.00%newNEW
MJT & Associates Financial Advisory Group, Inc.$7.0K470.00%7qHELD
TOTH FINANCIAL ADVISORY CORP$4.8K320.00%newNEW
Davis Capital Management$2.8K190.00%5qHELD
CX Institutional$2.3K15,4250.06%16q+4.4%
GoalVest Advisory LLC$1.6K110.00%newNEW
Bank of New Hampshire$1.0K70.00%17qHELD
Noble Wealth Management PBC$89260.00%2qHELD
Trust Co$74350.00%4qHELD
GILPIN WEALTH MANAGEMENT, LLC$14910.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2813G/ABlackRock, Inc.7.8%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-302026-09-25Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-08Schlitz Lei ZhangVP & Pres, GP & SolutionsSold88,809$12.5M ×4
2026-08-04Schlitz Lei ZhangVP & Pres, GP & SolutionsSold23,417$3.6M ×2
2026-05-14Grabowski Todd MVP and President, AmericasSold4,274$621.9K
2026-08-19Cohade Pierre EDirectorSold3,300$487.7K
2026-06-09Grabowski Todd MVP and President, AmericasSold1,800$263.2K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202672$52.5M352,711619130.0%
Q2 20261,620$86.2B581,729,9901555905191.4%
Q1 20261,564$74.4B555,009,0401825035451.8%
Q4 20251,469$69.0B567,479,4641474584791.6%
Q3 20251,347$64.3B573,624,7281124464432.0%
Q2 20251,360$64.1B596,447,9771844494361.8%
Q1 20251,246$48.5B598,438,9001384733751.1%
Q4 20241,205$48.0B599,956,3661033773611.3%
Q3 20241,109$47.3B598,068,3601303693351.8%
Q2 20241,065$41.6B614,207,155963583311.8%
Q1 20241,030$43.0B639,312,0201283433292.9%
Q4 20231,010$36.6B621,896,8191083043572.0%
Q3 2023972$32.4B600,098,455943452941.3%
Q2 2023998$41.7B609,147,6871062923490.6%
Q1 2023964$37.8B624,485,9801052953150.5%
Q4 2022969$40.0B619,126,4471392803080.9%
Q3 2022857$30.7B617,775,642662672970.7%
Q2 2022882$29.7B615,214,427792803110.7%
Q1 2022943$40.9B617,035,882702953540.9%
Q4 20211,020$51.4B625,775,3191093073311.1%
Q3 2021936$43.3B628,793,107882713411.0%
Q2 2021903$44.7B641,533,2651082952801.5%
Q1 2021869$38.6B641,246,9161172363300.8%
Q4 2020820$30.9B645,113,382982662750.6%
Q3 2020736$27.0B655,691,9201031932800.7%
Q2 2020684$23.4B677,629,951802092630.8%
Q1 2020703$18.0B666,655,681562282820.5%
Q4 2019808$29.1B708,368,562932452820.7%
Q3 2019749$31.9B717,568,342742043031.2%
Q2 2019740$31.2B731,290,170861803351.3%
Q1 2019752$30.6B823,586,433712222760.6%
Q4 2018752$25.2B840,672,536713160.9%