Filer Snapshot

Johnson Financial Group, Inc.

CIK 0001477024. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

54

Latest filing

07 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

IVV

$834.64M reported value

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13D/G large stake

JOUT

31 Dec 2025 · 27% ownership

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Source: SEC Form 13F

13F-HR filed on 07 May 2026 for CIK 0001477024.

View Source Filing
Ownership signals 1 signal
Ownership signals

SEC value by filing type

Compare filing types separately; 13F, 13D/G, and Forms 3/4/5 are different evidence sources.

Latest 13F portfolio$2.76B

Quarterly institutional portfolio holdings.

Latest 13F portfolio value

$2.76B

Market value from the latest parsed Form 13F portfolio.

Largest 13F positions

IVV IUSB IWF IEFA XLG
+15 moreAAPL ACWX JOUT IXUS SPY MSFT IEMG IJH JCPB ISTB NVDA GOOG MBB IWB XOM

Largest symbols in the latest parsed 13F information table.

Largest 13F positions

Largest symbols in the latest parsed Form 13F information table.

IVV IUSB IWF IEFA XLG AAPL ACWX JOUT
+12 moreIXUS SPY MSFT IEMG IJH JCPB ISTB NVDA GOOG MBB IWB XOM

Schedule 13G positions

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

JOUT
How to read these SEC values
  • Read each filing type on its own: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different questions.
  • Open the linked research paths when you need to verify the exact SEC filing behind a value.
Identity 1 identity field
Business address
555 Main Street, Racine, WI, 53403
SEC profile 2 profile fields
State of incorporation
WI
Fiscal year-end
09 December

Filer intelligence

What SEC filings say about Johnson Financial Group, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $2.76B across 889 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $834.64M.
  • 1 recent 13D/G stake row found; top row is JOUT at 27% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 889 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 07 May 2026

Top 5 concentration

55%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$1.53B

Compared with $2.76B total 13F value.

Top 5 net change

+$266.48M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: IUSB · Largest trim: IEI

IVV IUSB IWF IEFA XLG Other holdings

IVV

30.2%

Ishares Tr

$834.64M

IUSB

8.5%

Ishares Tr

$233.42M

IWF

6.4%

Ishares Tr

$176.04M

IEFA

6.3%

Ishares Tr

$175.12M

XLG

4.1%

Invesco Exchange Traded Fd T

$113.01M

13D/G large-stake context

JOUT

31 Dec 2025 · Class A Common Stock, $0.05 par value

27%
Issuer page 13D/G history

Latest update

What changed recently for Johnson Financial Group, Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Johnson Financial Group, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001477024 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
54
First seen
11 Feb 2014
Latest filing
07 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13G/A

CIK-linked evidence first

Johnson Financial Group, Inc. SEC filings Johnson Financial Group, Inc. 13F portfolio Johnson Financial Group, Inc. 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 54 SEC filings for Johnson Financial Group, Inc..

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13F-HR

13F-HR filing

Filing date
07 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
12 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Feb 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
09 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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