Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

HUNT J B TRANS SVCS INC (JBHT)

694 + Investors. Track Smart Money conviction in JBHT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +84
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — JBHT

Based on 667 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JBHT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
667 hedge funds hold JBHT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

393 buying275 selling
Last quarter: 393 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+70 vs last Q)

new funds entering per quarter
Funds opening a new JBHT position: 72 → 104 → 85 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 15% medium ■ 23% new
409 out of 667 hedge funds have held JBHT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +45% but shares only +0% — price-driven

Value
+44%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +45%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

70 → 72 → 104 → 85 → 155 new funds/Q
New funds entering each quarter: 72 → 104 → 85 → 155. A growing number of institutions are discovering JBHT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 8% 1-2yr ■ 24% new
Of 694 current holders: 468 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
43 of 667 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in JBHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JBHT

In 2025 Q4, 393 hedge funds were net buyers of JBHT (155 opened a new position, 238 added to an existing one), while 275 reduced or exited (204 trimmed, 71 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in JBHT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +84 funds (more new holders than closures). Total institutional holders: 667.

Hedge Fund Ownership: JBHT

How many hedge funds hold JBHT — quarterly history vs. share price
Quarterly hedge fund ownership of JBHT vs. share price

Market Analysis: JBHT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBHT

Industrials Integrated Freight & Logistics

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

91 top-rated funds 2 high-conviction
Consensus
8.5
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: JBHT
2026 Q1 Stats Unlock in 9 days 694 + Investors

Track Smart Money conviction in JBHT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 694 606 14.52%
13F Shares 72M 71M 0.36%
Total Value $13.82B $9.54B 44.91%
New Positions 158 86 +72
Increased Positions 279 240 +39
Closed Positions 77 73 +4
Reduced Positions 224 252 -28
Total Calls 15 13 15.38%
Total Puts 16 14 14.29%
PUT/CALL Ratio 1.07 1.08 Neutral

Statistics: JBHT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

694 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JBHT. Verified SEC 13F-HR filings.

Top 25 institutional holders of JBHT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hexagon Capital Partners LLC 11.57% 373,068 $79.1M
2 Horrell Capital Management, Inc. 5.30% 54,915 $11.6M
3 Eldred Rock Partners, LLC 4.30% 79,743 $16.9M
4 Beck Bode, LLC 2.89% 80,609 $17.1M
5 Robinson Value Management, Ltd. 2.30% 19,484 $4.1M
6 GREENWOOD GEARHART LLC 2.27% 198,296 $42.0M
7 Artemis Investment Management LLP 1.37% 607,335 $128.7M
8 NIXON PEABODY TRUST CO 0.99% 59,017 $12.5M
9 HEARTLAND ADVISORS INC 0.98% 90,900 $19.3M
10 ADAMS DIVERSIFIED EQUITY FUND, INC. 0.80% 107,100 $22.7M
11 Stephens Investment Management Group LLC 0.62% 213,372 $45.2M
12 WASHINGTON CAPITAL MANAGEMENT, INC 0.62% 3,450 $731K
13 NEW WAVE WEALTH ADVISORS LLC 0.57% 7,732 $1.6M
14 Fideuram Asset Management (Ireland) dac 0.53% 19,965 $4.1M
15 PATTON FUND MANAGEMENT, INC. 0.47% 12,982 $2.8M
16 Fairvoy Private Wealth, LLC 0.44% 8,787 $1.9M
17 Gilliland Jeter Wealth Management LLC 0.36% 5,807 $1.2M
18 Cherokee Insurance Co 0.35% 4,300 $911K
19 LOS ANGELES CAPITAL MANAGEMENT LLC 0.33% 389,853 $82.6M
20 waypoint wealth counsel 0.32% 2,940 $623K
21 BCM ADVISORS, LLC 0.31% 6,512 $1.6M
22 STEPHENS INC /AR/ 0.29% 109,941 $23.3M
23 Tempus Wealth Planning, LLC 0.29% 5,948 $1.3M
24 QTR Family Wealth, LLC 0.28% 2,955 $678K
25 BESSEMER GROUP INC 0.28% 840,516 $178K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — HUNT J B TRANS SVCS INC (JBHT)

What does the Smart Money Trend signal show for JBHT?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JBHT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JBHT?

Slight buying edge — 59% buying: Last quarter: 393 funds bought or added vs 275 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JBHT holders?

Elite ownership — 55% AUM from top-100 funds: 43 of 667 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in JBHT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JBHT?

61% of holders stayed for 2+ years: 409 out of 667 hedge funds have held JBHT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.