Jack In The Box Inc (JACK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

19,037,500Shares Outstanding

2,423,315Shares held by institutions

$51,713,542Value of institutional holdings

95.58%Institutional ownership %

4.75%Shares Changed QoQ

149No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Jack In The Box Inc (NASDAQ:JACK) is held by 149 institutional firms.

Jack In The Box saw its institutional ownership percentage fell to 95.6% in December 2025 from 101.8% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 4.75%, with a year-over-year a decrease of 27.67% in the count of filers.
Among the 149 institutional holders of Jack In The Box, 62 added to their stakes while 65 trimmed their positions and 22 held steady.
The aggregate institutional position in Jack In The Box now stands at 18.20Mn shares as of December 2025, after investors increased their holdings (up by 825.90K shares quarter on quarter which is down 3.32Mn shares year over year).
Callodine Capital Management, LP's holding of 1.70Mn shares as of December 31, 2025 makes it the primary institutional investor in Jack In The Box, owning 8.93% of the stock.
Among the most significant buyers of Jack In The Box during December 2025 were Windward Management LP (390.18K), JANUS HENDERSON GROUP PLC (295.04K), Nantahala Capital Management, LLC (265.99K), READYSTATE ASSET MANAGEMENT LP (225.20K), Allianz Asset Management GmbH (194.38K).
Leading sellers of Jack In The Box stock in December 2025 included MARSHALL WACE, LLP (709.80K), UBS Group AG (243.17K), IPG Investment Advisors LLC (222.18K), Invenomic Capital Management LP (155.07K), MORGAN STANLEY (126.26K).
The top 10 institutional holders of Jack In The Box for the quarter ending December 2025 included Callodine Capital Management, LP (1.70Mn), BIGLARI CAPITAL CORP. (1.68Mn), BlackRock, Inc. (1.42Mn), VANGUARD GROUP INC (1.12Mn), Nantahala Capital Management, LLC (865.99K), LSV ASSET MANAGEMENT (714.54K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (639.06K), Invenomic Capital Management LP (568.08K), BANK OF AMERICA CORP /DE/ (513.91K), GOLDMAN SACHS GROUP INC (501.40K).

149 Institutional Holders

2,423,315 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Callodine Capital Management, LP	31 Dec, 2025	1,700,504	5,000	0.29%	$32,224,551.00
BIGLARI CAPITAL CORP.	31 Dec, 2025	1,683,652	0	0.00%	$31,905,205.00
BlackRock, Inc.	31 Dec, 2025	1,419,024	-41,999	-2.87%	$26,890,510.00
VANGUARD GROUP INC	31 Dec, 2025	1,117,876	-15,584	-1.37%	$21,183,750.00
Nantahala Capital Management, LLC	31 Dec, 2025	865,990	265,990	44.33%	$16,410,510.00
LSV ASSET MANAGEMENT	31 Dec, 2025	714,536	-35,260	-4.70%	$13,540.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	639,060	97,326	17.97%	$12,110,187.00
Invenomic Capital Management LP	31 Dec, 2025	568,079	-155,068	-21.44%	$10,765,097.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	513,914	-55,524	-9.75%	$9,738,671.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	501,397	-1,026	-0.20%	$9,501,477.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	441,862	-13,816	-3.03%	$8,375,056.00
IPG Investment Advisors LLC	31 Dec, 2025	431,001	-222,175	-34.01%	$8,167,469.00
STATE STREET CORP	31 Dec, 2025	406,887	-26,755	-6.17%	$7,710,509.00
JPMORGAN CHASE & CO	31 Dec, 2025	396,673	7,346	1.89%	$7,516,953.00
Windward Management LP	31 Dec, 2025	390,183	390,183	0.00%	$7,393,968.00
MORGAN STANLEY	31 Dec, 2025	385,372	-126,258	-24.68%	$7,302,833.00
MANNING & NAPIER ADVISORS LLC	31 Dec, 2025	374,666	0	0.00%	$7,099,921.00
Allianz Asset Management GmbH	31 Dec, 2025	309,783	194,375	168.42%	$5,870,388.00
EARNEST PARTNERS LLC	31 Dec, 2025	308,491	-4,351	-1.39%	$5,845,904.00
JANUS HENDERSON GROUP PLC	31 Dec, 2025	295,043	295,043	0.00%	$5,591,065.00

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