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
↑ +112
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — JCI

Based on 1556 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
1,556 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 — +28% more funds vs a year ago

fund count last 6Q
+344 new funds entered over the past year (+28% 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 — 53% buying

786 buying701 selling
Last quarter: 786 funds bought or added vs 701 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 (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 207 → 131 → 232 → 220. 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+) ■ 21% medium ■ 20% new
910 out of 1,556 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.
📈

Growing discovery — still being found

155 → 207 → 131 → 232 → 220 new funds/Q
New funds entering each quarter: 207 → 131 → 232 → 220. A growing number of institutions are discovering JCI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 1,610 holders: 1,029 (64%) are 2+ year veterans, 176 entered 1–2 years ago, and 405 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
65 of 1548 holders are among the 100 largest funds by AUM, controlling 57% 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 Q1, 786 hedge funds were net buyers of JCI (220 opened a new position, 566 added to an existing one), while 701 reduced or exited (593 trimmed, 108 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in JCI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +112 funds (more new holders than closures). Total institutional holders: 1556.

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 Q1 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 March 31, 2026 · 78d ago
JCI
+11.5%
XLI
+10.5%

JCI outperformed XLI by +1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JCI
+2.1%
XLI
+4.2%

Since the filing became public, JCI outperformed XLI by -2.1% .

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.

79 top-rated funds 16 high-conviction
Consensus
8.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1543 1444 6.86%
13F Shares 554M 571M -3.07%
Total Value $71.03B $68.04B 4.4%
New Positions 215 232 -17
Increased Positions 553 491 +62
Closed Positions 116 104 +12
Reduced Positions 571 501 +70
Total Calls 33 29 13.79%
Total Puts 29 31 -6.45%
PUT/CALL Ratio 0.88 1.07 Neutral

Statistics: JCI

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avantyr Capital Partners, LP 11.84% 1,882,831 $246.6M
2 SaddleRock Capital Management LLC 9.75% 70,600 $9.2M
3 Untitled Investments LP 6.75% 138,519 $18.1M
4 Lyrical Asset Management LP 6.28% 3,146,555 $412.0M
5 Saraza Management, LP 5.46% 99,400 $13.0M
6 Rempart Asset Management Inc. 5.37% 195,120 $25.6M
7 SMA Capital LLC 5.08% 89,850 $11.8M
8 Emissary Wealth LLC 4.83% 39,360 $5.2M
9 Saturna Capital Corp 4.79% 2,604,438 $341.1M
10 Gallo Partners, LP 4.59% 18,338 $2.4M
11 KADENSA CAPITAL Ltd 4.40% 241,611 $31.6M
12 Dodge & Cox 4.14% 57,506,214 $7.53B
13 Corbyn Investment Management Inc/Md 4.01% 91,992 $12.0M
14 Tribune Investment Group LP 3.89% 77,550 $10.2M
15 Munro Partners 3.58% 807,487 $105.7M
16 Grandfield & Dodd, LLC 3.56% 481,569 $63.1M
17 Klein Pavlis & Peasley Financial, INC. 3.04% 41,994 $5.5M
18 Crawford Investment Counsel Inc 2.74% 1,223,569 $160.2M
19 Marsico Capital Management LLC 2.72% 707,501 $92.6M
20 Socorro Asset Management LP 2.61% 44,105 $5.8M
21 Electron Capital Partners, LLC 2.38% 463,901 $60.7M
22 RPG Investment Advisory, LLC 2.37% 150,194 $19.7M
23 Cullen Capital Management, LLC 2.27% 1,690,728 $221.4M
24 Ghisallo Capital Management LLC 1.98% 550,000 $72.0M
25 Glassy Mountain Advisors, Inc. 1.97% 48,517 $6.4M
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 — 2 quarters in a row: For 2 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 — 53% buying: Last quarter: 786 funds bought or added vs 701 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 — 57% AUM from top-100 funds: 65 of 1548 holders are among the 100 largest funds by AUM, controlling 57% 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: 910 out of 1,556 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 Q1 hedge fund 13F filings?

As of today, JCI has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.2% for the XLI sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), JCI has gained +11.5% vs +10.5% 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.

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