HENRY JACK & ASSOC INC (JKHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
666
Reporting holders
$9.5B
Reported value
96.7%
Of shares outstanding
0.4%
Held as options
-52
Holder change
Institutions report 68,673,047 shares against 71,050,780 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted; share count carried from an earlier filing (concept 2026-04-24).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $718.1M | 5,213,188 | 2.23% | 31q | -4.5%-$33.9M |
| BlackRock, Inc. | $705.5M | 5,121,763 | 0.01% | 8q | -14.0%-$115.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $639.7M | 4,644,613 | 0.01% | 2q | -0.8%-$4.9M |
| STATE STREET CORP | $510.1M | 3,703,621 | 0.02% | 31q | -6.4%-$34.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $490.3M | 3,559,401 | 0.02% | 2q | -0.9%-$4.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $378.8M | 2,753,826 | 0.02% | 31q | +19.6%+$62.1M |
| MORGAN STANLEY | $327.1M | 2,374,832 | 0.02% | 35q | -11.5%-$42.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $290.0M | 2,105,562 | 0.13% | 8q | +390.9%+$230.9M |
| CIBC Bancorp USA Inc. | $262.9M | 1,908,794 | 0.32% | 3q | HELD |
| Invesco Ltd. | $259.1M | 1,881,300 | 0.02% | 31q | +1.5%+$3.9M |
| VAN ECK ASSOCIATES CORP | $180.2M | 1,308,353 | 0.11% | 27q | +1918.2%+$171.3M |
| WELLS FARGO & COMPANY/MN | $177.5M | 1,288,860 | 0.03% | 31q | -53.4%-$203.1M |
| NEUBERGER BERMAN GROUP LLC | $164.5M | 1,194,453 | 0.11% | 31q | +10.0%+$14.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $161.4M | 1,171,662 | 0.03% | 31q | -19.6%-$39.5M |
| NORGES BANK | $137.8M | 1,000,164 | 0.01% | 32q | +41.8%+$40.6M |
| TD Asset Management Inc | $127.9M | 928,659 | 0.11% | 31q | +12.7%+$14.4M |
| DIMENSIONAL FUND ADVISORS LP | $120.1M | 871,646 | 0.02% | 31q | +15.9%+$16.5M |
| Epoch Investment Partners, Inc. | $114.3M | 829,619 | 0.65% | 31q | +21.7%+$20.4M |
| FIRST TRUST ADVISORS LP | $107.0M | 776,966 | 0.06% | 31q | +5.8%+$5.9M |
| RAYMOND JAMES FINANCIAL INC | $104.9M | 761,841 | 0.03% | 7q | -6.4%-$7.1M |
| UBS Group AG | $101.0M | 733,400 | 0.01% | 31q | -14.3%-$16.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $91.5M | 664,587 | 0.01% | 31q | HELD |
| Sixth Street Partners Management Company, L.P. | $91.5M | 664,587 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $87.7M | 636,479 | 0.01% | 31q | HELD |
| NORTHERN TRUST CORP | $85.4M | 619,764 | 0.01% | 31q | -15.3%-$15.4M |
| STIFEL FINANCIAL CORP | $70.9M | 514,611 | 0.06% | 31q | -2.4%-$1.7M |
| JPMORGAN CHASE & CO | $69.5M | 505,196 | 0.00% | 31q | +1.1%+$776.9K |
| VICTORY CAPITAL MANAGEMENT INC | $68.3M | 495,513 | 0.04% | 31q | +74.7%+$29.2M |
| BAILLIE GIFFORD & CO | $64.0M | 464,562 | 0.06% | 5q | -4.0%-$2.6M |
| Jupiter Topco LLC | $61.9M | 449,705 | 0.03% | new | FIRST |
| ENVESTNET ASSET MANAGEMENT INC | $61.3M | 445,277 | 0.01% | 31q | -7.9%-$5.2M |
| GOLDMAN SACHS GROUP INC | $59.9M | 434,968 | 0.01% | 31q | -15.1%-$10.6M |
| TUDOR INVESTMENT CORP ET AL | $59.1M | 429,068 | 0.08% | 2q | +576.9%+$50.4M |
| Tandem Investment Advisors, Inc. | $58.7M | 426,009 | 3.93% | 19q | -25.4%-$20.0M |
| VANGUARD FIDUCIARY TRUST CO | $55.0M | 398,981 | 0.01% | 2q | -1.7%-$937.7K |
| AQR CAPITAL MANAGEMENT LLC | $54.1M | 398,455 | 0.02% | 31q | +144.4%+$32.0M |
| MACKENZIE FINANCIAL CORP | $51.6M | 374,704 | 0.05% | 31q | -61.5%-$82.4M |
| DEUTSCHE BANK AG\ | $50.0M | 362,810 | 0.01% | 34q | +17.4%+$7.4M |
| JUPITER ASSET MANAGEMENT LTD | $49.3M | 358,030 | 0.24% | 31q | +5.1%+$2.4M |
| Boston Trust Walden Corp | $48.7M | 353,727 | 0.37% | 31q | -2.9%-$1.5M |
| Balyasny Asset Management L.P. | $48.3M | 350,942 | 0.06% | 6q | +8.9%+$3.9M |
| Caisse de depot et placement du Quebec | $45.4M | 329,427 | 0.06% | 6q | -8.8%-$4.4M |
| Nuveen, LLC | $45.2M | 328,147 | 0.01% | 6q | +12.7%+$5.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $44.9M | 325,836 | 0.10% | 5q | HELD |
| BANK OF AMERICA CORP /DE/ | $43.3M | 314,301 | 0.00% | 31q | +28.8%+$9.7M |
| PRINCIPAL FINANCIAL GROUP INC | $43.2M | 313,534 | 0.02% | 31q | -1.1%-$479.6K |
| Schonfeld Strategic Advisors LLC | $39.9M | 289,879 | 0.14% | 17q | +297.1%+$29.9M |
| PFA Pension, Forsikringsaktieselskab | $39.8M | 288,675 | 0.10% | new | NEW |
| Gotham Asset Management, LLC | $38.6M | 280,177 | 0.09% | 9q | +85.5%+$17.8M |
| CITADEL ADVISORS LLC | $36.3M | 206,360 | 0.00% | 31q | +15.6%+$4.9M |
| Connor, Clark & Lunn Investment Management Ltd. | $35.6M | 258,204 | 0.07% | 4q | +72.0%+$14.9M |
| Amundi | $34.0M | 246,646 | 0.01% | 21q | -60.7%-$52.4M |
| Quantinno Capital Management LP | $33.9M | 245,915 | 0.04% | 19q | -41.3%-$23.9M |
| Legal & General Group Plc | $33.8M | 245,540 | 0.01% | 31q | -41.6%-$24.1M |
| Walker Asset Management, LLC | $32.2M | 234,032 | 16.26% | 19q | HELD |
| ROYAL BANK OF CANADA | $31.1M | 225,874 | 0.00% | 31q | +22.6%+$5.7M |
| Norinchukin Bank, The | $30.9M | 224,533 | 0.30% | 31q | +10.9%+$3.0M |
| Fenimore Asset Management Inc | $27.7M | 201,374 | 0.57% | 26q | -6.4%-$1.9M |
| Conestoga Capital Advisors, LLC | $27.7M | 200,836 | 0.60% | 31q | -18.8%-$6.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $27.6M | 73,762 | 0.00% | 31q | +165.8%+$17.2M |
| ALLIANCEBERNSTEIN L.P. | $27.3M | 172,992 | 0.01% | 31q | -48.1%-$25.4M |
| Copeland Capital Management, LLC | $26.6M | 192,947 | 0.55% | 31q | +19.0%+$4.2M |
| BANK OF MONTREAL /CAN/ | $26.0M | 188,828 | 0.01% | 31q | +14.1%+$3.2M |
| Meridiem Capital Partners LP | $25.8M | 187,038 | 1.15% | new | NEW |
| DEARBORN PARTNERS LLC | $25.4M | 171,027 | 0.70% | 31q | +85.7%+$11.7M |
| LONDON CO OF VIRGINIA | $24.0M | 173,773 | 0.14% | 22q | -15.1%-$4.3M |
| BARCLAYS PLC | $23.7M | 172,275 | 0.00% | 31q | -33.2%-$11.8M |
| SEI INVESTMENTS CO | $22.7M | 164,445 | 0.02% | 31q | +4.2%+$907.5K |
| BNP PARIBAS FINANCIAL MARKETS | $22.0M | 159,361 | 0.01% | 31q | +21.0%+$3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $21.9M | 158,953 | 0.01% | 2q | +30.1%+$5.1M |
| RHUMBLINE ADVISERS | $21.2M | 154,169 | 0.02% | 31q | -5.8%-$1.3M |
| Vanguard Global Advisers, LLC | $21.2M | 153,716 | 0.01% | 2q | -2.7%-$592.6K |
| AMERICAN CENTURY COMPANIES INC | $20.8M | 151,112 | 0.01% | 27q | +254.6%+$14.9M |
| Local Pensions Partnership Investment Ltd | $20.0M | 145,285 | 0.42% | 7q | -31.2%-$9.1M |
| Swiss National Bank | $20.0M | 144,900 | 0.01% | 31q | -31.8%-$9.3M |
| California Public Employees Retirement System | $18.8M | 136,596 | 0.01% | 31q | -18.4%-$4.2M |
| BENJAMIN EDWARDS INC | $18.2M | 131,886 | 0.17% | 30q | -19.2%-$4.3M |
| Creative Planning | $18.1M | 131,572 | 0.01% | 31q | +25.0%+$3.6M |
| Forvis Mazars Wealth Advisors, LLC | $17.4M | 126,378 | 0.29% | 31q | HELD |
| HSBC HOLDINGS PLC | $17.2M | 125,074 | 0.01% | 31q | -13.6%-$2.7M |
| Prana Capital Management, LP | $16.8M | 122,126 | 0.51% | 2q | -15.0%-$3.0M |
| Swedbank AB | $16.5M | 120,000 | 0.01% | 21q | -19.6%-$4.0M |
| LPL Financial LLC | $14.8M | 107,483 | 0.00% | 31q | -13.3%-$2.3M |
| Russell Investments Group, Ltd. | $14.5M | 105,024 | 0.01% | 31q | -14.5%-$2.5M |
| CAPTRUST FINANCIAL ADVISORS | $14.0M | 101,656 | 0.02% | 31q | HELD |
| BLI - Banque de Luxembourg Investments | $13.8M | 101,000 | 0.49% | 7q | +1.6%+$219.2K |
| AMERICAN CAPITAL MANAGEMENT INC | $13.8M | 99,930 | 0.62% | 31q | -58.9%-$19.7M |
| CITIGROUP INC | $13.1M | 95,260 | 0.00% | 31q | -39.7%-$8.6M |
| MEEDER ASSET MANAGEMENT INC | $12.9M | 93,802 | 0.66% | 3q | -19.0%-$3.0M |
| LOOMIS SAYLES & CO L P | $12.4M | 89,765 | 0.02% | 2q | +12.0%+$1.3M |
| Baird Financial Group, Inc. | $12.3M | 88,953 | 0.02% | 29q | +2.2%+$267.6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $12.2M | 88,886 | 0.01% | 31q | -43.8%-$9.6M |
| JANE STREET GROUP, LLC | $11.9M | 62,486 | 0.00% | 6q | +32.9%+$3.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.6M | 78,904 | 0.02% | 12q | +717.0%+$10.1M |
| Man Group plc | $10.9M | 79,171 | 0.02% | 31q | +484.8%+$9.0M |
| FIFTH THIRD BANCORP | $10.0M | 72,725 | 0.02% | 31q | -10.0%-$1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $10.0M | 72,667 | 0.01% | 4q | +97.5%+$4.9M |
| VOYA INVESTMENT MANAGEMENT LLC | $9.8M | 71,495 | 0.01% | 31q | +8.8%+$798.8K |
| ProShare Advisors LLC | $9.8M | 70,835 | 0.01% | 31q | +23.4%+$1.9M |
| VELA Investment Management, LLC | $9.2M | 66,665 | 1.96% | 3q | +77.0%+$4.0M |
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 →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.0% |
| 2026-07-28 | 13G/A | BlackRock, Inc. | 6.8% |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 666 | $9.5B | 68,673,047 | 92 | 220 | 262 | 0.4% |
| Q1 2026 | 718 | $11.4B | 71,928,258 | 92 | 241 | 249 | 0.1% |
| Q4 2025 | 726 | $12.7B | 69,872,971 | 120 | 237 | 234 | 0.1% |
| Q3 2025 | 669 | $10.0B | 66,924,359 | 98 | 218 | 224 | 0.6% |
| Q2 2025 | 652 | $12.2B | 67,971,745 | 63 | 225 | 211 | 0.3% |
| Q1 2025 | 656 | $12.1B | 66,760,099 | 69 | 224 | 214 | 0.2% |
| Q4 2024 | 650 | $12.0B | 68,778,712 | 58 | 219 | 206 | 0.1% |
| Q3 2024 | 625 | $11.8B | 66,920,884 | 68 | 217 | 194 | 0.1% |
| Q2 2024 | 599 | $10.9B | 65,574,238 | 55 | 209 | 193 | 0.1% |
| Q1 2024 | 583 | $12.7B | 73,482,592 | 37 | 202 | 189 | 0.2% |
| Q4 2023 | 606 | $11.4B | 69,741,081 | 58 | 177 | 219 | 0.2% |
| Q3 2023 | 554 | $9.8B | 64,633,395 | 45 | 179 | 206 | 0.5% |
| Q2 2023 | 550 | $11.1B | 66,151,461 | 62 | 181 | 181 | 0.7% |
| Q1 2023 | 552 | $9.5B | 65,569,707 | 57 | 196 | 191 | 0.4% |
| Q4 2022 | 531 | $9.4B | 53,176,512 | 45 | 175 | 175 | 0.2% |
| Q3 2022 | 680 | $12.1B | 66,045,090 | 55 | 219 | 241 | 0.2% |
| Q2 2022 | 673 | $11.9B | 66,279,672 | 77 | 236 | 212 | 0.1% |
| Q1 2022 | 654 | $12.9B | 65,973,394 | 64 | 208 | 240 | 0.1% |
| Q4 2021 | 653 | $11.0B | 65,863,895 | 50 | 220 | 207 | 0.2% |
| Q3 2021 | 625 | $10.9B | 66,286,529 | 48 | 210 | 187 | 0.6% |
| Q2 2021 | 622 | $11.0B | 67,126,403 | 44 | 236 | 195 | 0.5% |
| Q1 2021 | 617 | $10.2B | 66,743,603 | 43 | 220 | 230 | 0.5% |
| Q4 2020 | 643 | $11.0B | 67,870,422 | 62 | 225 | 197 | 0.4% |
| Q3 2020 | 619 | $11.1B | 68,315,369 | 59 | 223 | 205 | 0.4% |
| Q2 2020 | 625 | $12.8B | 69,268,212 | 74 | 203 | 226 | 0.2% |
| Q1 2020 | 584 | $10.9B | 69,758,147 | 58 | 173 | 229 | 0.3% |
| Q4 2019 | 598 | $10.5B | 71,661,826 | 69 | 198 | 162 | 0.1% |
| Q3 2019 | 547 | $10.4B | 70,948,199 | 49 | 187 | 179 | 0.2% |
| Q2 2019 | 553 | $9.5B | 70,934,252 | 48 | 175 | 192 | 0.2% |
| Q1 2019 | 562 | $9.7B | 70,086,821 | 49 | 210 | 164 | 0.2% |
| Q4 2018 | 558 | $9.0B | 71,275,315 | 7 | 11 | 12 | 0.2% |