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
$18.95
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
18,788,749
Total reported value
$371,430,532
% of total 13F portfolios
0%
Share change
-4,948,978
Value change
-$90,797,547
Number of holders
158
Price from insider filings
$18.95
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% $30,357,526 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% $17,709,300 945,000 GREEN FROG INVESTMENTS INC 11 Aug 2025
LSV ASSET MANAGEMENT 4.5% -16% $21,961,915 -$4,061,080 842,421 -16% LSV ASSET MANAGEMENT 30 Jun 2025

As of 30 Sep 2025, 158 institutional investors reported holding 18,788,749 shares of JACK IN THE BOX INC - Common Stock (JACK). This represents 100% 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 81% 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% 1,695,504 +4.7% 2.9% $33,520,114
BIGLARI CAPITAL CORP. 8.9% 1,683,652 0% 3.6% $33,285,800
BlackRock, Inc. 7.7% 1,461,023 -49% 0% $28,884,430
VANGUARD GROUP INC 6% 1,133,460 -29% 0% $22,408,505
LSV ASSET MANAGEMENT 4% 749,796 -11% 0.03% $14,823,000
MARSHALL WACE, LLP 3.9% 744,141 +193% 0.02% $14,711,667
Invenomic Capital Management LP 3.8% 723,147 -17% 0.75% $14,296,616
IPG Investment Advisors LLC 3.5% 653,176 -15% 2.3% $12,913,290
Nantahala Capital Management, LLC 3.2% 600,000 0% 0.73% $11,862,000
BANK OF AMERICA CORP /DE/ 3% 569,438 -21% 0% $11,257,790
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.9% 541,734 +16% 0% $10,710,081
MORGAN STANLEY 2.7% 511,629 -45% 0% $10,114,912
UBS Group AG 2.7% 510,445 -31% 0% $10,091,497
GOLDMAN SACHS GROUP INC 2.7% 502,423 +17% 0% $9,932,907
GEODE CAPITAL MANAGEMENT, LLC 2.4% 455,678 +2% 0% $9,010,697
STATE STREET CORP 2.3% 433,642 -41% 0% $8,573,102
JPMORGAN CHASE & CO 2.1% 389,327 +46% 0% $7,696,995
MANNING & NAPIER ADVISORS LLC 2% 374,666 +0.43% 0.09% $7,407,147
EARNEST PARTNERS LLC 1.7% 312,842 +5.9% 0.03% $6,184,886
CITADEL ADVISORS LLC 1.6% 303,043 +408% 0% $5,991,160
AMERIPRISE FINANCIAL INC 1.3% 241,444 +519% 0% $4,773,347
TWO SIGMA INVESTMENTS, LP 1.3% 236,606 +186% 0.01% $4,677,701
BIGLARI, SARDAR 1.1% 200,617 0% 8% $3,966,198
NORTHERN TRUST CORP 0.89% 167,185 -15% 0% $3,305,247
STIFEL FINANCIAL CORP 0.86% 162,491 -1.1% 0% $3,212,458

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 232,468 $4,405,912 +$4,144,306 $18.95 14
2025 Q3 18,788,749 $371,430,532 -$90,797,547 $19.77 158
2025 Q2 23,700,877 $414,445,519 +$22,879,685 $17.46 180
2025 Q1 21,709,696 $590,719,575 +$10,090,004 $27.19 193
2024 Q4 21,073,881 $877,049,820 +$8,024,070 $41.64 202
2024 Q3 20,528,072 $955,358,180 +$6,699,785 $46.54 207
2024 Q2 20,295,429 $1,033,839,262 +$847,558 $50.94 213
2024 Q1 19,888,645 $1,361,876,077 -$69,663,774 $68.48 216
2023 Q4 15,203 $1,241,021 -$433,079 $81.63 1
2023 Q3 20,033,832 $1,383,578,875 -$65,952,742 $69.06 201
2023 Q2 20,254,638 $1,975,167,380 -$33,547,753 $97.53 202
2023 Q1 20,959,818 $1,835,798,435 +$17,036,178 $87.59 208
2022 Q4 20,572,230 $1,403,718,849 -$89,295,136 $68.23 195
2022 Q3 21,434,050 $1,587,798,962 -$11,651,560 $74.07 193
2022 Q2 21,876,199 $1,226,167,539 -$61,919,526 $56.06 179
2022 Q1 22,550,927 $2,104,431,651 +$217,838,182 $93.41 193
2021 Q4 18,472,958 $1,616,091,061 -$131,826,112 $87.48 220
2021 Q3 19,162,962 $1,865,166,968 -$115,430,657 $97.33 230
2021 Q2 21,648,949 $2,412,291,841 -$199,359,427 $111.44 243
2021 Q1 23,122,902 $2,538,051,188 -$36,513,662 $109.78 252
2020 Q4 22,093,671 $2,050,349,679 -$19,905,849 $92.80 230
2020 Q3 24,025,087 $1,905,531,005 +$20,900,891 $79.31 235
2020 Q2 23,372,049 $1,736,074,108 +$118,399,675 $74.09 204
2020 Q1 22,351,209 $783,433,224 -$173,271,446 $35.05 175
2019 Q4 25,245,773 $1,970,040,614 -$154,497,681 $78.03 205
2019 Q3 27,004,308 $2,459,395,490 -$82,643,435 $91.12 219
2019 Q2 27,663,078 $2,251,082,839 +$52,913,267 $81.39 226
2019 Q1 28,043,189 $2,272,912,827 +$51,569,389 $81.06 231
2018 Q4 27,354,492 $2,123,842,645 +$121,447,684 $77.63 216
2018 Q3 26,221,434 $2,197,276,884 -$102,332,118 $83.83 219
2018 Q2 27,464,750 $2,337,881,644 -$92,768,466 $85.12 207
2018 Q1 28,853,447 $2,462,423,722 -$34,938,621 $85.33 222
2017 Q4 28,987,401 $2,843,759,221 -$32,750,987 $98.11 251
2017 Q3 29,117,968 $2,967,699,288 +$125,278,486 $101.92 223
2017 Q2 28,077,996 $2,765,175,088 -$96,011,725 $98.50 241
2017 Q1 29,445,054 $2,995,271,065 +$211,537,156 $101.72 226
2016 Q4 30,379,875 $3,391,324,674 -$93,802,632 $111.64 253
2016 Q3 31,299,678 $3,001,242,330 -$86,767,053 $95.94 249
2016 Q2 32,320,642 $2,778,034,147 +$45,635,275 $85.92 255
2016 Q1 31,128,230 $1,988,560,589 -$154,037,515 $63.87 233
2015 Q4 34,744,781 $2,665,183,101 -$22,247,294 $76.71 261
2015 Q3 34,669,918 $2,670,961,540 +$24,081,197 $77.04 265
2015 Q2 33,981,575 $2,995,424,234 -$54,023,922 $88.16 266
2015 Q1 34,983,472 $3,353,073,314 +$7,820,202 $95.92 283
2014 Q4 34,913,543 $2,792,429,477 -$66,698,146 $79.96 257
2014 Q3 36,937,636 $2,517,315,637 -$10,451,783 $68.19 237
2014 Q2 36,670,032 $2,193,545,810 -$85,392,907 $59.84 216
2014 Q1 37,859,232 $2,229,529,417 -$51,261,529 $58.94 208