Jack Henry & Associates Ownership | Who Owns Jack Henry & Associates?

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Jack Henry & Associates Ownership Summary

Jack Henry & Associates is owned by 92.51% institutional investors, 0.65% insiders, and 6.83% retail investors. Vanguard group is the largest institutional shareholder, holding 11.87% of JKHY shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.14% of its assets in Jack Henry & Associates shares.

JKHY Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Jack Henry & Associates	92.51%	0.65%	6.83%
Sector	Technology Stocks	54.54%	11.27%	34.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.65M	11.87%	$1.44B
Blackrock	5.96M	8.17%	$988.86M
Kayne anderson rudnick investment management	3.96M	5.43%	$657.16M
State street	3.91M	5.36%	$648.96M
Apg asset management	3.88M	5.32%	$600.56M
Morgan stanley	3.33M	4.57%	$553.25M
Geode capital management	1.96M	2.70%	$326.34M
Cibc private wealth group	1.94M	2.66%	$319.01M
Jpmorgan chase	1.66M	2.28%	$275.64M
Invesco	1.52M	2.09%	$252.61M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Walker asset management	241.66K	27.01%	$40.12M
Laurus investment counsel	70.89K	6.66%	$16.11M
Court place advisors	74.71K	3.89%	$12.40M
Alpine peaks capital, lp	36.00K	3.67%	$5.98M
Tandem investment advisors	502.93K	3.32%	$83.50M
American capital management	468.43K	2.60%	$77.77M
Jacobson & schmitt advisors	52.53K	1.98%	$8.72M
Lipe & dalton	19.74K	1.76%	$3.28M
Schwartz investment counsel	266.35K	1.64%	$44.22M
Kayne anderson rudnick investment management	3.96M	1.60%	$657.16M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	349.05K	0.01%	349.05K
First trust advisors lp	336.13K	0.06%	305.28K
Principal financial group	282.01K	0.03%	184.21K
Mackenzie financial	503.94K	0.12%	171.04K
Ubs asset management americas	566.31K	0.03%	141.84K

Top Sellers

Holder	Shares	% Assets	Change
Bank julius baer & co. ltd, zurich	6.49K	0.00%	-516.75K
Jpmorgan chase	1.66M	0.02%	-283.68K
Blackrock	5.96M	0.02%	-266.63K
Balyasny asset management	203.89K	0.06%	-161.78K
Apg asset management	3.88M	1.07%	-146.13K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	349.05K	0.01%	349.05K	$57.95M
Mirae asset global etfs	71.28K	0.03%	71.28K	$11.83M
Fjarde ap-fonden (the fourth swedish national pensionfund)	22.00K	0.04%	22.00K	$3.65M
Corebridge financial	18.62K	0.02%	18.62K	$3.09M
Bridgewater associates, lp	18.35K	0.02%	18.35K	$3.05M

Sold Out

Holder	Change
Tfc financial management	-1.00
Avion wealth	-3.00
Johnson financial group	-4.00
Triad wealth partners	-11.00
Pacific capital wealth advisors	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	683	2.71%	67,649,116	0.98%	92	1.09%	347	5.47%	221	-2.21%
Jun 30, 2024	658	-0.15%	66,973,650	-0.71%	91	1.07%	323	9.86%	225	-4.26%
Mar 31, 2024	659	-5.45%	67,452,221	-0.61%	92	1.07%	294	-8.98%	235	-11.32%
Dec 31, 2023	697	7.89%	67,866,083	1.17%	93	1.10%	323	17.45%	265	7.29%
Sep 30, 2023	646	-0.77%	67,082,854	-0.55%	92	1.07%	275	-8.94%	247	4.22%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.29M	3.14%	-8.26K
Vanguard Institutional 500 Index Trust	1.93M	2.65%	22.57K
Vanguard Small Cap Index	1.83M	2.51%	3.60K
Vanguard Small Cap Growth Index Inv	1.00M	1.38%	-1.98K
Fidelity 500 Index	896.16K	1.23%	-1.96K
SPDR® S&P 500® ETF Trust	884.45K	1.21%	301.00
JPMorgan Equity Premium Income ETF	831.59K	1.14%	306.00
iShares Core S&P 500 ETF	811.53K	1.11%	1.25K
Eaton Vance Atlanta Capital SMID-Cap I	790.55K	1.08%	-
SPDR® S&P Dividend ETF	761.71K	1.04%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 19, 2024	Foss David B	Executive Board Chair	Sell	$3.22M
Dec 18, 2023	Zengel Stacey E.	Senior Vice President	Sell	$53.82K
May 25, 2023	WIMSETT THOMAS A	-	Buy	$291.02K
Mar 14, 2023	Kelly Laura G.	-	Buy	$145.29K
Nov 22, 2022	Foss David B	Board Chair & CEO	Sell	$1.00M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	1

JKHY Ownership FAQ

Who owns the most shares of Jack Henry & Associates?

Jack Henry & Associates’s largest shareholders are Vanguard group (8.65M shares, 11.87%), Blackrock (5.96M shares, 8.17%), and Kayne anderson rudnick investment management (3.96M shares, 5.43%). Together, they hold 25.48% of Jack Henry & Associates’s total shares outstanding.

Does Blackrock own Jack Henry & Associates?

Yes, BlackRock owns 8.17% of Jack Henry & Associates, totaling 5.96M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 988.86M$. In the last quarter, BlackRock decreased its holdings by -267K shares, a -4.28% change.

Who is Jack Henry & Associates’s biggest shareholder by percentage of total assets invested?

Walker asset management is Jack Henry & Associates’s biggest shareholder by percentage of total assets invested, with 27.01% of its assets in 241.66K Jack Henry & Associates shares, valued at 40.12M$.

Who is the top mutual fund holder of Jack Henry & Associates shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Jack Henry & Associates shares, with 3.14% of its total shares outstanding invested in 2.29M Jack Henry & Associates shares.

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