JACK IN THE BOX INC - Common Stock (JACK) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
JACK on Nasdaq
Shares outstanding
18,880,451
Price per share
$21.79
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
18,160,920
Total reported value
$344,186,057
% of total 13F portfolios
0%
Share change
-911,411
Value change
-$18,424,746
Number of holders
151
Price from insider filings
$21.79
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of JACK IN THE BOX INC - Common Stock (JACK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Biglari Holdings Inc. 10% 0% $35,707,274 1,884,269 0% BIGLARI, SARDAR 12 Jan 2026
Callodine Capital Management, LP 8.6% $36,853,453 1,619,932 Callodine Capital Management, LP 30 Jun 2025
BlackRock, Inc. 7% -50% $26,918,731 -$29,157,492 1,317,608 -52% BlackRock, Inc. 30 Sep 2025
GreenWood Investors LLC 6.1% $17,541,684 1,148,016 GreenWood Investors LLC 17 Nov 2025
VANGUARD GROUP INC 6% -31% $22,408,504 -$9,282,786 1,133,460 -29% The Vanguard Group 30 Sep 2025
GREEN FROG INVESTMENTS INC 5% $21,498,750 945,000 GREEN FROG INVESTMENTS INC 11 Aug 2025
LSV ASSET MANAGEMENT 4.5% -16% $19,165,078 -$3,543,904 842,421 -16% LSV ASSET MANAGEMENT 30 Jun 2025

As of 31 Dec 2025, 151 institutional investors reported holding 18,160,920 shares of JACK IN THE BOX INC - Common Stock (JACK). This represents 96% of the company’s total 18,880,451 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of JACK IN THE BOX INC - Common Stock (JACK) together control 78% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Callodine Capital Management, LP 9% 1,700,504 +0.29% 2.6% $32,224,551
BIGLARI CAPITAL CORP. 8.9% 1,683,652 0% 3.4% $31,905,205
BlackRock, Inc. 7.5% 1,419,024 -2.9% 0% $26,890,510
VANGUARD GROUP INC 5.9% 1,117,876 -1.4% 0% $21,183,750
Nantahala Capital Management, LLC 4.6% 865,990 +44% 0.98% $16,410,510
LSV ASSET MANAGEMENT 3.8% 714,536 -4.7% 0.03% $13,540,000
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.4% 639,060 +18% 0% $12,110,187
Invenomic Capital Management LP 3% 568,079 -21% 0.52% $10,765,097
BANK OF AMERICA CORP /DE/ 2.7% 513,914 -9.8% 0% $9,738,671
GOLDMAN SACHS GROUP INC 2.7% 501,397 -0.2% 0% $9,501,477
GEODE CAPITAL MANAGEMENT, LLC 2.3% 441,862 -3% 0% $8,375,056
IPG Investment Advisors LLC 2.3% 431,001 -34% 1.4% $8,167,469
STATE STREET CORP 2.2% 406,887 -6.2% 0% $7,710,509
JPMORGAN CHASE & CO 2.1% 396,673 +1.9% 0% $7,516,953
Windward Management LP 2.1% 390,183 0% 5.6% $7,393,968
MORGAN STANLEY 2% 385,371 -25% 0% $7,302,799
MANNING & NAPIER ADVISORS LLC 2% 374,666 0% 0.09% $7,099,921
Allianz Asset Management GmbH 1.6% 309,783 +168% 0.01% $5,870,388
EARNEST PARTNERS LLC 1.6% 308,491 -1.4% 0.03% $5,845,904
JANUS HENDERSON GROUP PLC 1.6% 295,043 0% $5,591,065
UBS Group AG 1.4% 267,274 -48% 0% $5,064,842
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.3% 246,771 +272% 0% $4,676,310
TWO SIGMA INVESTMENTS, LP 1.2% 230,588 -2.5% 0.01% $4,369,643
READYSTATE ASSET MANAGEMENT LP 1.2% 225,200 0.19% $4,267,540
BIGLARI, SARDAR 1.1% 200,617 0% 7.9% $3,801,692

Institutional Holders of JACK IN THE BOX INC - Common Stock (JACK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 18,160,920 $344,186,057 -$18,424,746 $18.95 151
2025 Q3 18,788,751 $371,430,572 -$90,822,312 $19.77 159
2025 Q2 23,700,807 $414,445,507 +$22,879,695 $17.46 179
2025 Q1 21,709,696 $590,719,131 +$10,090,010 $27.19 193
2024 Q4 21,074,082 $877,055,959 +$5,127,868 $41.64 202
2024 Q3 20,597,834 $958,605,347 +$10,438,171 $46.54 201
2024 Q2 20,294,115 $1,033,772,115 -$5,311,963 $50.94 208
2024 Q1 20,000,354 $1,369,526,051 -$56,509,063 $68.48 215
2023 Q4 20,673,050 $1,687,540,932 +$53,626,361 $81.63 214
2023 Q3 20,143,391 $1,391,144,712 -$74,457,879 $69.06 204
2023 Q2 20,712,978 $2,019,869,121 -$22,952,014 $97.53 206
2023 Q1 20,983,358 $1,837,859,993 +$14,567,411 $87.59 209
2022 Q4 20,929,050 $1,428,064,165 -$94,729,806 $68.23 199
2022 Q3 22,224,235 $1,646,328,943 -$26,485,377 $74.07 197
2022 Q2 22,713,304 $1,273,512,123 -$61,766,712 $56.06 185
2022 Q1 23,138,987 $2,159,361,651 +$222,633,166 $93.41 196
2021 Q4 20,913,082 $1,829,553,061 -$125,381,296 $87.48 225
2021 Q3 20,943,351 $2,038,451,968 -$77,874,266 $97.33 231
2021 Q2 21,681,832 $2,415,955,081 -$158,608,973 $111.44 244
2021 Q1 23,130,973 $2,538,938,178 -$23,433,223 $109.78 253
2020 Q4 23,510,137 $2,181,799,029 -$30,039,253 $92.80 236
2020 Q3 24,047,332 $1,907,293,005 +$19,202,615 $79.31 238
2020 Q2 23,804,181 $1,768,088,303 +$118,193,646 $74.09 209
2020 Q1 23,077,880 $808,903,709 -$177,367,822 $35.05 182
2019 Q4 25,448,009 $1,985,820,598 -$152,993,551 $78.03 210
2019 Q3 27,170,278 $2,474,519,021 -$84,650,371 $91.12 222
2019 Q2 28,278,264 $2,301,152,690 +$24,994,531 $81.39 232
2019 Q1 28,561,682 $2,314,941,766 +$51,816,241 $81.06 234
2018 Q4 28,050,152 $2,177,849,589 +$125,539,306 $77.63 221
2018 Q3 26,367,007 $2,209,479,994 -$103,182,916 $83.83 222
2018 Q2 27,609,962 $2,350,242,047 -$117,753,909 $85.12 209
2018 Q1 28,998,659 $2,474,845,583 -$43,920,664 $85.33 224
2017 Q4 29,224,128 $2,866,984,616 -$43,634,639 $98.11 254
2017 Q3 29,367,632 $2,993,184,137 +$125,719,130 $101.92 228
2017 Q2 28,225,468 $2,779,700,377 -$95,432,813 $98.50 245
2017 Q1 29,591,601 $3,010,177,257 +$210,250,831 $101.72 231
2016 Q4 30,529,044 $3,407,982,702 -$92,597,010 $111.64 258
2016 Q3 31,436,990 $3,014,416,409 -$74,986,750 $95.94 253
2016 Q2 32,417,165 $2,786,326,763 +$47,359,931 $85.92 261
2016 Q1 32,249,697 $2,060,189,589 -$173,573,241 $63.87 238
2015 Q4 34,751,938 $2,665,732,101 -$21,928,216 $76.71 262
2015 Q3 35,020,238 $2,697,950,540 +$25,720,175 $77.04 270
2015 Q2 34,486,160 $3,039,908,234 -$53,458,517 $88.16 267
2015 Q1 34,983,472 $3,353,073,314 +$20,710,923 $95.92 281
2014 Q4 35,114,949 $2,808,533,477 -$77,957,286 $79.96 258
2014 Q3 36,947,883 $2,518,014,637 -$10,677,740 $68.19 238
2014 Q2 37,212,780 $2,226,023,810 -$90,272,636 $59.84 217
2014 Q1 38,470,755 $2,265,574,417 -$55,872,864 $58.94 209