Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Johnson Controls Internation (JCI)

2K + Investors. Track Smart Money conviction in JCI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — JCI

Based on 1611 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JCI 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
1,611 hedge funds hold JCI 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+279 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

815 buying695 selling
Last quarter: 815 funds bought or added vs 695 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.
⚠️

Fewer new buyers each quarter (-50 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 131 → 233 → 222 → 172. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 22% medium ■ 20% new
932 out of 1,611 hedge funds have held JCI 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.
➡️

Steady discovery — ~172 new funds/quarter

208 → 131 → 233 → 222 → 172 new funds/Q
New funds entering each quarter: 131 → 233 → 222 → 172. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 1,656 holders: 1,065 (64%) are 2+ year veterans, 185 entered 1–2 years ago, and 406 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
68 of 1603 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in JCI. 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 — JCI

In 2026 Q2, 815 hedge funds were net buyers of JCI (172 opened a new position, 643 added to an existing one), while 695 reduced or exited (574 trimmed, 121 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 65% of total institutional value in JCI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 1611.

Hedge Fund Ownership: JCI

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

Market Analysis: JCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCI

-- --

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

Is It Too Late to Buy Johnson Controls Internation (JCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JCI has moved relative to its sector benchmark (XLI) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 82d ago
JCI
-1.9%
XLI
-8.4%

JCI outperformed XLI by +6.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
JCI
-6.7%
XLI
-9.0%

Since the filing became public, JCI outperformed XLI by +2.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 14 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: JCI
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1585 1560 1.6%
13F Shares 547M 561M -2.65%
Total Value $78.11B $71.65B 9.02%
New Positions 168 222 -54
Increased Positions 619 557 +62
Closed Positions 135 107 +28
Reduced Positions 560 574 -14
Total Calls 27 33 -18.18%
Total Puts 25 29 -13.79%
PUT/CALL Ratio 0.93 0.88 Neutral

Statistics: JCI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
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) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 JCI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SaddleRock Capital Management LLC 11.02% 78,126 $11.4M
2 Untitled Investments LP 9.11% 160,269 $23.4M
3 Avantyr Capital Partners, LP 8.45% 1,571,784 $229.7M
4 KADENSA CAPITAL Ltd 6.74% 216,294 $31.6M
5 Saraza Management, LP 6.39% 109,750 $16.0M
6 One Madison Group LLC 5.62% 400,000 $58.4M
7 Lyrical Asset Management LP 5.55% 2,996,423 $437.8M
8 Rempart Asset Management Inc. 5.26% 175,713 $25.7M
9 Emissary Wealth LLC 4.35% 39,068 $5.7M
10 Dodge & Cox 4.27% 55,776,006 $8.15B
11 Corbyn Investment Management Inc/Md 3.78% 89,633 $13.1M
12 Electron Capital Partners, LLC 3.63% 622,330 $90.9M
13 Saturna Capital Corp 3.50% 1,958,722 $286.9M
14 SMA Capital LLC 3.44% 56,000 $8.2M
15 Albar Capital Partners LLP 3.34% 175,145 $25.6M
16 Grandfield & Dodd, LLC 3.32% 433,039 $63.3M
17 Munro Partners 3.07% 954,862 $139.5M
18 NatWest Group plc 3.07% 117,618 $17.2M
19 Klein Pavlis & Peasley Financial, INC. 3.00% 39,404 $5.8M
20 Crawford Investment Counsel Inc 2.78% 1,140,434 $166.6M
21 Socorro Asset Management LP 2.45% 37,285 $5.4M
22 Cullen Capital Management, LLC 2.40% 1,671,438 $244.2M
23 Bellars Harris Wealth Management, LLC 2.25% 75,639 $11.1M
24 RPG Investment Advisory, LLC 2.23% 148,805 $21.7M
25 Regents Gate Capital LLP 2.00% 10,277 $1.5M
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 — Johnson Controls Internation (JCI)

What does the Smart Money Trend signal show for JCI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JCI 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 JCI?

Slight buying edge — 54% buying: Last quarter: 815 funds bought or added vs 695 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 JCI holders?

Elite ownership — 65% AUM from top-100 funds: 68 of 1603 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in JCI. 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 JCI?

58% of holders stayed for 2+ years: 932 out of 1,611 hedge funds have held JCI 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.

Is it too late to buy Johnson Controls Internation (JCI) following the 2026 Q2 hedge fund 13F filings?

As of today, JCI has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -9.0% for the XLI sector ETF — an outperformance of +2.3%. Since the quarter end (June 30, 2026), JCI has gained -1.9% vs -8.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →