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JCI Institutional Ownership

Top institutional (13F) holders of JCI and 5%+ (13D/G) positions, sourced from SEC EDGAR.

Institutional owners
58
Institutional value
$56.58B
Top holder
Dodge & Cox

Top holders

HolderStakeFiledValue
Dodge & Coxinvestment advisor9.1%Aug 13, 2026$8.15B
BlackRock, Inc.holding company8.9%Aug 7, 2026$7.95B
Vanguard Capital Managementinvestment advisor6.5%Aug 13, 2026$5.82B
STATE STREET CORPORATIONholding company4.6%Sep 22, 2026$4.14B
Vanguard Portfolio Managementinvestment advisor3.3%Aug 13, 2026$2.96B
BANK OF AMERICA CORP /DE/holding company2.9%Aug 14, 2026$2.58B
Invesco Ltd.holding company2.9%Aug 14, 2026$2.57B
GEODE CAPITAL MANAGEMENT, LLCinvestment advisor2.3%Nov 6, 2026$2.1B
MORGAN STANLEYholding company1.9%Aug 13, 2026$1.74B
Fisher Asset Management, LLCinvestment advisor1.8%Nov 6, 2026$1.63B
FRANKLIN RESOURCES INCinvestment advisor1.5%Aug 13, 2026$1.3B
Norges Bankother1.4%Aug 12, 2026$1.21B
WELLINGTON MANAGEMENT GROUP LLPinvestment advisor1.3%Aug 14, 2026$1.16B
UBS Group AGbank1.1%Aug 13, 2026$951.59M
NORTHERN TRUST CORPinvestment advisor1.0%Aug 13, 2026$924.86M
FMR LLCinvestment advisor1.0%Aug 13, 2026$900.39M
GOLDMAN SACHS GROUP INCinvestment advisor0.9%Aug 14, 2026$773.31M
AQR CAPITAL MANAGEMENT LLCinvestment advisor0.7%Aug 14, 2026$646.95M
VIKING GLOBAL INVESTORS LPother0.7%Aug 14, 2026$614.06M
Clearbridge Investments, LLCinvestment advisor0.6%Aug 13, 2026$572.76M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor0.6%Aug 14, 2026$562.13M
D1 Capital Partners L.P.investment advisor0.6%Aug 14, 2026$548.19M
Dimensional Fund Advisors LPinvestment advisor0.6%Nov 4, 2026$545.53M
JANE STREET GROUP, LLCholding company0.6%Aug 14, 2026$540.6M
JPMORGAN CHASE & COholding company0.6%Aug 12, 2026$518.68M

5%+ holders

Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.

HolderFormStakeFiled
Dodge & Coxinvestment advisorSC 13G/A9.4%May 14, 2026
BlackRock, Inc.holding companySC 13G/A7.8%Jul 28, 2026
Vanguard Capital Managementinvestment advisorSC 13G7.5%Apr 30, 2026

Institutional ownership for companies related to JCI

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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.