Which funds own JCI
Johnson Controls Internation in the Q2 2026 filings. 18 of the 94 managers on file reported a position, worth $14.8bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 18
- of 94 on file
- Combined value
- $14.8bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 8
- already held
- Trimmed or sold out
- 11
- 3 sold out entirely
Every manager on file with 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 |
|---|---|---|---|---|---|
| Dodge & Cox Activist · $191bn book | $8.1bn | 4.3% | 55,776,006 | +$619m-1,730,208 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $2.6bn | 0.2% | 17,555,383 | +$325m+452,730 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $1.2bn | 0.2% | 7,937,508 | +$43m-593,204 | Trimmed |
| AQR Capital Management LLC Quantitative · $287bn book | $647m | 0.2% | 4,496,456 | +$262m+1,499,675 | Added |
| Viking Global Investors LP Long/short equity · $35.1bn book | $614m | 1.8% | 4,202,694 | +$35m-217,229 | Trimmed |
| D1 Capital Partners LP Long/short equity · $34.8bn book | $548m | 1.6% | 3,751,887 | +$388m+2,527,832 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $274m | 0.1% | 1,877,590 | +$256m+1,740,604 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $162m | 0.5% | 1,106,466 | +$59m+322,197 | Added |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $160m | 0.2% | 1,098,025 | +$109m+704,926 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $121m | 0.1% | 826,718 | -$65m-593,888 | Trimmed |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $111m | 0.5% | 758,484 | -$14m-193,812 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $95m | 0.2% | 647,087 | +$17m+57,067 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $50m | 0.6% | 340,000 | +$9.1m+30,000 | Added |
| GAMCO Investors Inc Activist · $11.1bn book | $47m | 0.4% | 322,740 | +$4.0m-6,665 | Trimmed |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $37m | 0.1% | 254,013 | -$9.1m-98,613 | Trimmed |
| Hudson Bay Capital Management LP Multi-strategy · $36.8bn book | $29m | 0.1% | 196,219 | unchanged-22,485 | Trimmed |
| Quantbot Technologies LP Quantitative · $2.5bn book | $3.9m | 0.2% | 26,395 | opened26,395 | New |
| Harris Associates LP Activist · $75.4bn book | $1.1m | 0.0% | 7,350 | +$100k0 | Held |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Balyasny Asset Management LLC · Multi-strategy$303m held before
- Rokos Capital Management LLP · Macro$46m held before
- Moore Capital Management LP · Macro$6.3m held before
What JCI 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 JCI →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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