# HENRY JACK & ASSOC INC (JKHY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JKHY/

- Reporting holders: 24
- Reported value: $54.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Fenimore Asset Management Inc](https://holderbook.com/funds/884566-fenimore-asset-management-inc/) | $28.8M | 201,067 | 0.6% | 27 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $5.9M | 40,971 | 2.1% | 25 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $5.8M | 40,149 | 0.3% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $3.1M | 21,424 | 0.3% | 32 |
| [BRIGHT ROCK CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1509973-bright-rock-capital-management-llc/) | $2.8M | 19,600 | 0.5% | 32 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $2.6M | 17,974 | 0.8% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 9,629 | 0.0% | 16 |
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $1.2M | 8,133 | 0.2% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $877.2K | 6,124 | 0.0% | 12 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $730.9K | 5,102 | 0.0% | 9 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $537.1K | 3,750 | 0.1% | 32 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $336.1K | 2,346 | 0.1% | 32 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $122.8K | 854 | 0.1% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $84.5K | 590 | 0.0% | 32 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $30.2K | 211 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $18.0K | 126 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $17.3K | 121 | 0.0% | 1 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $13.5K | 94 | 0.0% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $8.7K | 61 | 0.0% | 4 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $4.3K | 30 | 0.0% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $3.0K | 21 | 0.0% | 32 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $2.6K | 18 | 0.0% | 1 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $1.4K | 10 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $716 | 5 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $123 | 859 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $54.2M |
| Q2 2026 | 713 | $10.3B |
| Q1 2026 | 768 | $11.7B |
| Q4 2025 | 786 | $13.3B |
| Q3 2025 | 735 | $10.5B |
| Q2 2025 | 715 | $12.7B |
| Q1 2025 | 717 | $12.7B |
| Q4 2024 | 714 | $12.5B |
| Q3 2024 | 692 | $12.3B |
| Q2 2024 | 668 | $11.4B |
| Q1 2024 | 661 | $13.3B |
| Q4 2023 | 689 | $11.9B |