Jack in the Box Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 3.01 M | $139.94 M | 100.00% | 15.27% |
| VANGUARD GROUP INC | 11/13/2024 | 2.36 M | $109.97 M | -7.93% | 12.00% |
| CAPITAL WORLD INVESTORS | 11/13/2024 | 1.61 M | $74.77 M | 0.00% | 8.16% |
| BIGLARI CAPITAL CORP. | 11/14/2024 | 1.07 M | $49.98 M | 0.00% | 5.45% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 919,334 | $42.79 M | -4.96% | 4.67% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 812,476 | $37.81 M | 22.63% | 4.13% |
| STATE STREET CORP | 11/14/2024 | 738,990 | $34.39 M | -1.37% | 3.75% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/18/2024 | 712,416 | $33.16 M | 13.63% | 3.62% |
| MACQUARIE GROUP LTD | 11/14/2024 | 602,150 | $28.02 M | -2.16% | 3.06% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 529,377 | $24.64 M | -5.07% | 2.69% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 454,177 | $21.14 M | 0.09% | 2.31% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 428,145 | $19.92 M | -5.92% | 2.17% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 388,510 | $18.08 M | 2.11% | 1.97% |
| MORGAN STANLEY | 11/14/2024 | 343,452 | $15.98 M | 15.24% | 1.74% |
| CALLODINE CAPITAL MANAGEMENT, LP | 11/13/2024 | 313,497 | $14.59 M | 11.96% | 1.59% |
| IPG INVESTMENT ADVISORS LLC | 11/13/2024 | 276,785 | $12.88 M | 82.97% | 1.41% |
| EARNEST PARTNERS LLC | 11/14/2024 | 276,694 | $12.88 M | 14.91% | 1.41% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 275,617 | $12.83 M | 52.11% | 1.40% |
| CLEARLINE CAPITAL LP | 11/14/2024 | 260,730 | $12.13 B | 4.11% | 1.32% |
| INVENOMIC CAPITAL MANAGEMENT LP | 11/14/2024 | 253,581 | $11.80 M | 100.00% | 1.29% |
| CITADEL ADVISORS LLC | 11/14/2024 | 241,093 | $11.22 M | -16.26% | 1.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 236,000 | $10.98 M | 290.08% | 1.20% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 219,990 | $10.24 M | -10.39% | 1.12% |
| BARCLAYS PLC | 11/19/2024 | 216,117 | $10.06 M | 70.89% | 1.10% |
| EMERALD ADVISERS, LLC | 10/29/2024 | 200,067 | $9.31 M | 2.87% | 1.02% |
| CHARTWELL INVESTMENT PARTNERS, LLC | 11/04/2024 | 182,428 | $8.49 M | -9.38% | 0.93% |
| CITADEL ADVISORS LLC | 11/14/2024 | 175,800 | $8.18 M | 93.40% | 0.89% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 173,118 | $8.06 M | -1.17% | 0.88% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 10/29/2024 | 149,297 | $6.95 M | -5.37% | 0.76% |
| J. GOLDMAN & CO LP | 11/14/2024 | 148,146 | $6.89 M | 100.00% | 0.75% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 128,714 | $5.99 M | 30.05% | 0.65% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2024 | 117,400 | $5.46 M | -12.97% | 0.60% |
| CITADEL ADVISORS LLC | 11/14/2024 | 108,400 | $5.04 M | -6.23% | 0.55% |
| UBS GROUP AG | 11/14/2024 | 105,274 | $4.90 M | 1.62% | 0.53% |
| KEELEY-TETON ADVISORS, LLC | 11/13/2024 | 104,815 | $4.88 M | 55.18% | 0.53% |
| INVESCO LTD. | 11/12/2024 | 104,284 | $4.85 M | -0.16% | 0.53% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 103,500 | $4.82 M | 46.39% | 0.53% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 102,171 | $4.76 M | 23.08% | 0.52% |
| BIGLARI, SARDAR | 11/14/2024 | 96,717 | $4.50 M | 14.16% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 90,649 | $4.22 M | -19.07% | 0.46% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 88,000 | $4.10 M | 191.49% | 0.45% |
| MANNING & NAPIER ADVISORS LLC | 10/17/2024 | 85,000 | $3.96 M | 30.77% | 0.43% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 81,691 | $3.80 M | 111.61% | 0.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 78,728 | $3.66 M | 241.58% | 0.40% |
| TWINBEECH CAPITAL LP | 11/14/2024 | 73,948 | $3.44 M | 100.00% | 0.38% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 70,639 | $3.29 M | -55.77% | 0.36% |
| PHOCAS FINANCIAL CORP. | 11/07/2024 | 69,204 | $3.22 M | -5.81% | 0.35% |
| CAPITAL FUND MANAGEMENT S.A. | 11/13/2024 | 66,700 | $3.10 M | -34.48% | 0.34% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2024 | 64,805 | $3.02 M | 30.06% | 0.33% |
| WALLEYE CAPITAL LLC | 11/14/2024 | 58,500 | $2.72 M | 93.07% | 0.30% |
Jack in the Box Inc.institutional Ownership - FAQ's
During the previous two years, 369 institutional investors and hedge funds held shares of Jack in the Box Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 3.01 M
VANGUARD GROUP INC: 2.36 M
Capital World Investors: 1.61 M
BIGLARI CAPITAL CORP.: 1.07 M
LSV ASSET MANAGEMENT: 919,334
BANK OF AMERICA CORP /DE/: 812,476
104.26% of Jack in the Box Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 32.92 M shares in the last 24 months. This purchase volume represents approximately $1.35 B in transactions.