Security Snapshot

JACK IN THE BOX INC - Common Stock, $0.01 par value per share (JACK) Institutional Ownership

CUSIP: 466367109

13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026

13F reference period

Q2 2026

Institutions Reporting

131

Shares (Excl. Options)

18.43MFull value: 18,428,935 · shares · 30 Jun 2026

Price

$15.81

The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.

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Security type / class
Equity / Common Stock, $0.01 par value per share
Symbol
JACK on Nasdaq
All holders as of 30 Jun 2026
Q2 2026
Total 13F shares
18,428,935
Latest holder snapshot 5 signals
Total 13F value
$291,483,059
Portfolio coverage rank
0%
Share change
+1,556,518
Value change
+$29,735,287
Number of holders
131
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
19,049,155
SEC-reported price per share
$12.18
Insider filing price
$12.18
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source

Key facts

  • JACK - JACK IN THE BOX INC - Common Stock, $0.01 par value per share is tracked under CUSIP 466367109.
  • 131 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 135 to 131 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from
    $164.35MFull value: $164,351,433 · USD · 31 Mar 2026
    to
    $291.48MFull value: $291,483,059 · USD · 30 Jun 2026
    .

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 131 institutions filings for Q2 2026.

Open SEC evidence

Security key

466367109

13F reference period

Q2 2026

13F holders

131

13D/G owners

7

CIK / CUSIP context first

Open Q2 2026 holders JACK full holder history JACK IN THE BOX INC SEC filings JACK IN THE BOX INC company facts JACK IN THE BOX INC insider transactions

Broader feeds

Latest 13F filings Latest 13D/G filings All securities

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
JACK
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
Nantahala Capital Management, LLC 8.1% $17,556,097 1,542,715 Nantahala Capital Management, LLC 31 Mar 2026
GreenWood Investors LLC 7.1% 0% $24,114,897 1,352,490 0% GreenWood Investors LLC 17 Sep 2026
BlackRock, Inc. 7% -50% $26,918,731 -$29,157,492 1,317,608 -52% BlackRock, Inc. 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 30 Jun 2026, 131 institutional investors reported holding
18.43MFull value: 18,428,935 · shares · 30 Jun 2026
shares of JACK IN THE BOX INC - Common Stock, $0.01 par value per share (JACK). This represents 97% of the company’s total
19.05MFull value: 19,049,155 · shares · Stored outstanding share count
outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
83%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Nantahala Capital Management, LLC 9.1% 1,728,659 +12% 1.7% $27,330,099
Callodine Capital Management, LP 9% 1,717,153 -2.5% 1.8% $27,148,189
BIGLARI CAPITAL CORP. 8.8% 1,683,652 0% 2.2% $26,618,538
BlackRock, Inc. 7% 1,342,305 +4.7% 0% $21,221,840
BANK OF AMERICA CORP /DE/ 6.1% 1,164,421 +87% 0% $18,409,496
VANGUARD CAPITAL MANAGEMENT LLC 4.3% 826,459 +1.2% 0% $13,066,317
Allianz Asset Management GmbH 3.7% 708,001 +40% 0.01% $11,193,496
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.3% 632,368 -9.2% 0% $9,997,738
EARNEST PARTNERS LLC 2.9% 552,367 +76% 0.03% $8,732,922
LSV ASSET MANAGEMENT 2.7% 515,379 -8.6% 0.01% $8,148,000
GEODE CAPITAL MANAGEMENT, LLC 2.6% 486,940 +16% 0% $7,700,577
GOLDMAN SACHS GROUP INC 2.5% 471,816 +380% 0% $7,459,411
IPG Investment Advisors LLC 2.5% 469,300 -12% 1.1% $7,419,633
UBS Group AG 2.3% 443,755 +465% 0% $7,015,767
RAYMOND JAMES FINANCIAL INC 2.2% 411,329 0% $6,503,106
TWO SIGMA INVESTMENTS, LP 2.2% 410,589 +615% 0% $6,491,412
STATE STREET CORP 2.1% 393,498 +0.82% 0% $6,221,203
MANNING & NAPIER ADVISORS LLC 2% 376,343 0% 0.08% $5,949,983
JPMORGAN CHASE & CO 1.9% 366,056 +2.3% 0% $6,076,529
ENVESTNET ASSET MANAGEMENT INC 1.3% 239,609 +97% 0% $3,788,220
BIGLARI, SARDAR 1.1% 200,617 0% 5.1% $3,171,755
WELLS FARGO & COMPANY/MN 1% 199,822 +76% 0% $3,159,180
Windward Management LP 0.96% 182,404 0% 2.1% $2,883,807
VANGUARD PORTFOLIO MANAGEMENT LLC 0.92% 174,478 +2.8% 0% $2,758,497
Seven Six Capital Management, LLC 0.86% 164,600 -9.1% 2.4% $2,602,326

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
51
Headline period
Q2 2026
Rows shown
1-25 of 51
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q3 443,357 $5,860,971 -$2,007,922 $13.22 24
2026 Q2 18,428,935 $291,483,059 +$29,735,287 $15.81 131
2026 Q1 17,017,005 $164,351,433 -$29,310,398 $9.67 135
2025 Q4 18,160,840 $344,184,541 -$18,445,573 $18.95 154
2025 Q3 18,788,751 $371,430,572 -$90,822,944 $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
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