Jack in the Box Ownership | Who Owns Jack in the Box?
Jack in the Box Ownership Summary
Jack in the Box is owned by 104.26% institutional investors, 1.83% insiders. Blackrock is the largest institutional shareholder, holding 15.24% of JACK shares. American Funds SMALLCAP World A is the top mutual fund, with 8.40% of its assets in Jack in the Box shares.
JACK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Jack in the Box | 104.26% | 1.83% | -6.09% |
| Sector | Consumer Cyclical Stocks | 59.40% | 12.64% | 27.96% |
| Industry | Restaurants Stocks | 73.98% | 8.98% | 17.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.00M | 15.24% | $152.60M |
| Vanguard group | 2.57M | 13.06% | $130.74M |
| Capital world investors | 1.61M | 8.17% | $81.84M |
| Biglari capital | 1.07M | 5.46% | $54.70M |
| Lsv asset management | 967.33K | 4.92% | $49.28M |
| State street | 749.28K | 3.81% | $38.17M |
| Allspring global investments | 626.96K | 3.19% | $31.94M |
| Macquarie group | 615.43K | 3.13% | $31.35M |
| Victory capital management | 557.67K | 2.84% | $28.41M |
| Dimensional fund advisors lp | 455.07K | 2.32% | $23.18M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Biglari, sardar | 84.72K | 14.62% | $4.32M |
| Biglari capital | 1.07M | 8.33% | $54.70M |
| Callodine capital management, lp | 280.00K | 3.33% | $14.26M |
| Ipg investment advisors | 151.28K | 1.68% | $7.71M |
| Bridge city capital | 32.86K | 0.56% | $1.67M |
| Keeley-teton advisors | 67.54K | 0.44% | $3.44M |
| Emerald mutual fund advisers trust | 157.78K | 0.42% | $8.04M |
| Emerald advisers | 194.49K | 0.42% | $9.91M |
| Chartwell investment partners | 201.31K | 0.36% | $10.26M |
| Clearline capital lp | 250.43K | 0.35% | $12.76M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 557.67K | 0.03% | 403.42K |
| Callodine capital management, lp | 280.00K | 3.33% | 280.00K |
| Wellington management group llp | 250.27K | 0.00% | 250.27K |
| Vanguard group | 2.57M | 0.00% | 230.84K |
| Clearline capital lp | 250.43K | 0.35% | 144.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 159.69K | 0.01% | -402.60K |
| T. rowe price investment management | - | - | -310.60K |
| Bnp paribas asset management | - | - | -128.80K |
| Northern right capital management | - | - | -102.67K |
| Armistice capital | - | - | -95.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Callodine capital management, lp | 280.00K | 3.33% | 280.00K | $14.26M |
| Wellington management group llp | 250.27K | 0.00% | 250.27K | $12.75M |
| Capital fund management | 101.80K | 0.02% | 101.80K | $5.19M |
| Norges bank | 97.84K | 0.00% | 97.84K | $4.98M |
| Manning & napier advisors | 65.00K | 0.04% | 65.00K | $3.31M |
Sold Out
| Holder | Change |
|---|---|
| Sjs investment consulting | -2.00 |
| Dinuzzo private wealth | -2.00 |
| Jfs wealth advisors | -7.00 |
| Parkside financial bank & trust | -9.00 |
| Advisornet financial | -13.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 226 | -1.31% | 20,529,321 | 1.15% | 104 | 0.98% | 106 | -7.02% | 75 | 8.70% |
| Jun 30, 2024 | 229 | - | 20,295,129 | 2.02% | 103 | 1.01% | 114 | 28.09% | 69 | -21.59% |
| Mar 31, 2024 | 229 | -2.55% | 19,892,636 | -3.83% | 101 | 0.94% | 89 | -21.24% | 88 | 18.92% |
| Dec 31, 2023 | 235 | 7.31% | 20,684,081 | 3.16% | 103 | 1.10% | 113 | 11.88% | 74 | -9.76% |
| Sep 30, 2023 | 219 | -1.79% | 20,051,278 | -3.33% | 97 | 0.95% | 101 | 4.12% | 82 | 7.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.61M | 8.40% | - |
| iShares Core S&P Small-Cap ETF | 1.22M | 6.37% | 1.27K |
| Vanguard Total Stock Mkt Idx Inv | 628.50K | 3.29% | 900.00 |
| Allspring Special Small Cap Value A | 601.25K | 3.14% | 16.70K |
| iShares Russell 2000 ETF | 506.50K | 2.65% | -1.13K |
| Vanguard Small Cap Index | 480.39K | 2.51% | 950.00 |
| Delaware Small Cap Core I | 437.88K | 2.29% | -2.71K |
| Vanguard Small Cap Value Index Inv | 324.17K | 1.69% | -112.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 295.55K | 1.57% | -7.24K |
| Fidelity Small Cap Index | 201.37K | 1.05% | -3.49K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 23, 2024 | SUPER SARAH L | SVP, CHF LEGAL & RISK OFFICER | Sell | $17.55K |
| Dec 23, 2024 | SUPER SARAH L | SVP, CHF LEGAL & RISK OFFICER | Sell | $8.51K |
| Dec 23, 2024 | SUPER SARAH L | SVP, CHF LEGAL & RISK OFFICER | Sell | $42.34K |
| Dec 23, 2024 | COOK RICHARD D | SVP, CHIEF TECHNOLOGY OFFICER | Sell | $35.66K |
| Dec 23, 2024 | COOK RICHARD D | SVP, CHIEF TECHNOLOGY OFFICER | Sell | $7.17K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 31 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | 30 |
JACK Ownership FAQ
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