Jack in the Box Ownership | Who Owns Jack in the Box?
Jack in the Box Ownership Summary
Jack in the Box is owned by 103.34% institutional investors, 2.56% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.13% of JACK shares. American Funds SMALLCAP World A is the top mutual fund, with 8.53% of its assets in Jack in the Box shares.
JACK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Jack in the Box | 103.34% | 2.56% | -5.89% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Restaurants Stocks | 61.96% | 11.29% | 26.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 3.13M | 16.13% | $130.47M |
| Blackrock | 3.00M | 15.24% | $152.60M |
| Vanguard group | 2.21M | 11.39% | $92.13M |
| Capital world investors | 1.61M | 8.27% | $66.90M |
| Biglari capital | 1.07M | 5.53% | $44.72M |
| Lsv asset management | 891.20K | 4.59% | $37.11M |
| State street | 749.28K | 3.81% | $38.17M |
| Allspring global investments | 738.30K | 3.80% | $30.24M |
| Ubs group | 642.99K | 3.31% | $26.77M |
| Goldman sachs group | 565.59K | 2.91% | $23.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Biglari, sardar | 96.72K | 9.19% | $4.03M |
| Biglari capital | 1.07M | 5.33% | $44.72M |
| Ipg investment advisors | 440.62K | 4.17% | $18.35M |
| Callodine capital management, lp | 305.38K | 2.63% | $12.72M |
| Marathon partners equity management | 50.00K | 1.81% | $2.08M |
| Penn mutual asset management | 9.50K | 0.71% | $395.58K |
| Invenomic capital management lp | 356.76K | 0.71% | $14.86M |
| Bridge city capital | 32.86K | 0.56% | $1.67M |
| Keeley-teton advisors | 104.81K | 0.51% | $4.36M |
| J. goldman & co lp | 412.09K | 0.45% | $17.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 642.99K | 0.00% | 537.71K |
| Goldman sachs group | 565.59K | 0.00% | 392.48K |
| J. goldman & co lp | 412.09K | 0.45% | 263.94K |
| Wellington management group llp | 250.27K | 0.00% | 250.27K |
| Raymond james financial | 183.83K | 0.00% | 183.83K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Macquarie group | 15.29K | 0.00% | -586.86K |
| T. rowe price investment management | - | - | -310.60K |
| Clearline capital lp | 10.30K | 0.06% | -250.43K |
| Vanguard group | 2.21M | 0.00% | -150.37K |
| Bnp paribas asset management | - | - | -128.80K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Wellington management group llp | 250.27K | 0.00% | 250.27K | $12.75M |
| Raymond james financial | 183.83K | 0.00% | 183.83K | $7.65M |
| Capital fund management | 101.80K | 0.02% | 101.80K | $5.19M |
| Marathon partners equity management | 50.00K | 1.81% | 50.00K | $2.08M |
| Caption management | 35.93K | 0.01% | 35.93K | $1.50M |
Sold Out
| Holder | Change |
|---|---|
| Dinuzzo private wealth | -2.00 |
| Sjs investment consulting | -2.00 |
| Global retirement partners | -4.00 |
| Bokf, na | -6.00 |
| Jfs wealth advisors | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 209 | -8.33% | 20,073,931 | -2.32% | 103 | 0.95% | 88 | -18.52% | 67 | -10.67% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 1.61M | 8.53% | - |
| iShares Core S&P Small-Cap ETF | 1.17M | 6.18% | 808.00 |
| Vanguard US Total Market Shares ETF | 627.60K | 3.33% | - |
| Vanguard Total Stock Mkt Idx Inv | 601.98K | 3.19% | - |
| Allspring Special Small Cap Value A | 572.95K | 3.04% | -4.00K |
| iShares Russell 2000 ETF | 499.10K | 2.65% | -4.34K |
| Vanguard Small Cap Index | 456.75K | 2.42% | 342.00 |
| Delaware Small Cap Core I | 437.88K | 2.29% | -2.71K |
| OPORT2 A | 342.00K | 1.81% | - |
| Macquarie Small Cap Core I | 311.56K | 1.65% | -126.33K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 20, 2025 | Ostrom Ryan Lee | EVP, Chief Cust&Digtl Officer | Sell | $12.84K |
| 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 | SUPER SARAH L | SVP, CHF LEGAL & RISK OFFICER | Sell | $17.55K |
| Dec 23, 2024 | COOK RICHARD D | SVP, CHIEF TECHNOLOGY OFFICER | Sell | $35.66K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | - | 31 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 3 |
JACK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools