Which funds own JBLU
Jetblue Airways Corp in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $131m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 3
- at least, of 91 current
- Combined value
- $131m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 3
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Carl C. Icahn Activist · $8.3bn book | $118m | 1.4% | 20,658,179 | -$30m-12,963,556 | Trimmed |
| Soros Fund Management LLC Macro · $8.1bn book | $8.3m | 0.1% | 7,500,000 | opened7,500,000 | New |
| PDT Partners LLC Quantitative · $1.9bn book | $4.0m | 0.2% | 705,853 | +$900k0 | Held |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Oaktree Capital Management LP · Activist$95m held before
- Marshall Wace LLP · Quantitative$32m held before
Ownership through time
At least 10 of the 95 managers whose filings are on file listed JBLU in Q2 2026, against 4 in Q2 2013. 5 managers more than in Q1 2026: 1 started a position; 4 listed it again.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 4
- Q3 2013: 6
- Q4 2013: 3
- Q1 2014: 9
- Q2 2014: 9
- Q3 2014: 9
- Q4 2014: 10
- Q1 2015: 15
- Q2 2015: 16
- Q3 2015: 13
- Q4 2015: 12
- Q1 2016: 12
- Q2 2016: 11
- Q3 2016: 14
- Q4 2016: 15
- Q1 2017: 13
- Q2 2017: 11
- Q3 2017: 7
- Q4 2017: 8
- Q1 2018: 10
- Q2 2018: 6
- Q3 2018: 10
- Q4 2018: 10
- Q1 2019: 11
- Q2 2019: 9
- Q3 2019: 5
- Q4 2019: 9
- Q1 2020: 6
- Q2 2020: 4
- Q3 2020: 2
- Q4 2020: 6
- Q1 2021: 11
- Q2 2021: 8
- Q3 2021: 13
- Q4 2021: 11
- Q1 2022: 9
- Q2 2022: 11
- Q3 2022: 7
- Q4 2022: 7
- Q1 2023: 8
- Q2 2023: 9
- Q3 2023: 1
- Q4 2023: 3
- Q1 2024: 4
- Q2 2024: 4
- Q3 2024: 5
- Q4 2024: 8
- Q1 2025: 8
- Q2 2025: 5
- Q3 2025: 6
- Q4 2025: 4
- Q1 2026: 5
- Q2 2026: 10
- Q2 2013: $249m
- Q3 2013: $272m
- Q4 2013: $307m
- Q1 2014: $240m
- Q2 2014: $497m
- Q3 2014: $599m
- Q4 2014: $866m
- Q1 2015: $1.2bn
- Q2 2015: $1.1bn
- Q3 2015: $1.3bn
- Q4 2015: $1.1bn
- Q1 2016: $1.2bn
- Q2 2016: $684m
- Q3 2016: $813m
- Q4 2016: $1.1bn
- Q1 2017: $856m
- Q2 2017: $1.0bn
- Q3 2017: $1.0bn
- Q4 2017: $1.6bn
- Q1 2018: $1.3bn
- Q2 2018: $662m
- Q3 2018: $861m
- Q4 2018: $677m
- Q1 2019: $549m
- Q2 2019: $501m
- Q3 2019: $328m
- Q4 2019: $278m
- Q1 2020: $57m
- Q2 2020: $12m
- Q3 2020: $19m
- Q4 2020: $605m
- Q1 2021: $1.2bn
- Q2 2021: $700m
- Q3 2021: $682m
- Q4 2021: $250m
- Q1 2022: $912m
- Q2 2022: $247m
- Q3 2022: $93m
- Q4 2022: $110m
- Q1 2023: $177m
- Q2 2023: $244m
- Q3 2023: $4.0m
- Q4 2023: $3.6m
- Q1 2024: $150m
- Q2 2024: $113m
- Q3 2024: $146m
- Q4 2024: $322m
- Q1 2025: $267m
- Q2 2025: $157m
- Q3 2025: $185m
- Q4 2025: $191m
- Q1 2026: $212m
- Q2 2026: $319m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Two Sigma Investments LP11,843,102 to 17,366,605 shares+$32m
- Holocene Advisors LP1,580,441 to 5,287,118 shares+$21m
- Caxton Associates LLPnew: 331,817 shares+$1.9m
- Winton Group Ltd282,854 to 553,212 shares+$1.5m
Largest decreases, by shares
- Carl C. Icahn33,621,735 to 20,658,179 shares-$74m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Carl C. Icahn | Q1 2024 | $165m | $118m | |
| Two Sigma Investments LP | Q1 2014 | $100m | $100m | |
| Renaissance Technologies LLC | Q2 2013 | $157m | $37m | |
| Holocene Advisors LP | Q1 2021 | $30m | $30m | |
| Walleye Capital LLC | Q2 2026 | $14m | $14m | |
| Schonfeld Strategic Advisors LLC | Q3 2016 | $8.5m | $8.5m | |
| PDT Partners LLC | Q1 2014 | $33m | $4.0m | |
| Winton Group Ltd | Q4 2014 | $12m | $3.2m | |
| Quantbot Technologies LP | Q2 2013 | $6.1m | $2.0m | |
| Caxton Associates LLP | Q1 2015 | $6.2m | $1.9m | |
| Fidelity (FMR LLC) | Q2 2014 | $858m | last listed Q1 2022 | |
| Wellington Management Group LLP | Q2 2013 | $705m | last listed Q2 2022 | |
| Acadian Asset Management LLC | Q1 2014 | $195m | last listed Q4 2019 | |
| AllianceBernstein LP | Q1 2015 | $193m | last listed Q1 2018 | |
| AQR Capital Management LLC | Q3 2013 | $183m | last listed Q2 2022 | |
| D. E. Shaw & Co. | Q1 2015 | $97m | last listed Q1 2025 | |
| Millennium Management LLC | Q2 2014 | $75m | last listed Q3 2019 | |
| MFS Investment Management | Q2 2021 | $65m | last listed Q1 2022 | |
| Point72 Asset Management LP | Q2 2014 | $59m | last listed Q4 2019 | |
| Citadel Advisors LLC | Q1 2017 | $51m | last listed Q1 2017 |
What JBLU is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around JBLU →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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