JKHY · Company research
Henry (Jack) & Associates (JKHY): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 280177 | 38591580 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12377 | 1704808 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29575 | 4073661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9005 | 1240349 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| STANSBERRY ASSET MANAGEMENT, LLC | 1725910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24130 | 3323699 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2671 | 367852 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 398981 | 54955643 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Global X Japan Co., Ltd. | 2027450 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3726 | 513219 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21506 | 2962236 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 3444 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Pacifica Partners Inc. | 1799900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18015 | 2645863 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| World Investment Advisors | 1652594 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3983 | 628600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29 | 3994 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walker Asset Management, LLC | 1923053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 234032 | 32235545 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Tannin Capital LLC | 2110834 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500 | 206610 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1850 | 254819 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Waverly Advisors, LLC | 1568787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1623 | 223552 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50809 | 6121256 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| D.A. DAVIDSON & CO. | 1080107 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3356 | 462323 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180331 | 24838792 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BENJAMIN EDWARDS INC | 1451623 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 130682 | 18002161 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Fulton Bank, N.A. | 883782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3162 | 435533 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22302 | 3071877 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| TD Capital Management LLC | 1483824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 1130 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| SMITH SHELLNUT WILSON LLC /ADV | 944317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6930 | 954538 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard National Trust Co | 1984256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1377 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Hennion & Walsh Asset Management, Inc. | 1861642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4122 | 567764 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1806 | 264362 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Czech National Bank | 1908923 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20224 | 2785654 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12701 | 1749435 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22 | 3031 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| JGP Wealth Management, LLC | 1748278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11901 | 1639308 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27436 | 3779035 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7331 | 1009772 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Focus Partners Wealth | 1542153 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6408 | 882874 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OSSIAM | 1767471 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5768 | 794484 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NewEdge Advisors, LLC | 1633516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5236 | 721306 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Northwest & Ethical Investments L.P. | 2033536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5591 | 770104 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4240 | 583986 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4393 | 605033 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11864 | 1634147 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Stratos Wealth Partners, LTD. | 1612865 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17246 | 2375506 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14382 | 1980977 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AdvisorNet Financial, Inc | 1409362 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 788 | 108539 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30630 | 4219 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2440 | 336086 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59671 | 8219084 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MIRABELLA FINANCIAL SERVICES LLP | 1538853 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1903 | 262119 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Inspire Advisors, LLC | 1810558 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5237 | 721329 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SECURIAN ASSET MANAGEMENT, INC | 1035350 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1888 | 286353 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| OMERS ADMINISTRATION Corp | 1053321 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9800 | 1349852 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 794065 | 109374441 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6007 | 827 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4947 | 681400 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CENTRAL TRUST Co | 44365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11815 | 1627399 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51100 | 7038514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12342 | 1699987 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Atlantic Union Bankshares Corp | 883948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 68870 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rialto Wealth Management, LLC | 2054966 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8 | 1102 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strengthening Families & Communities, LLC | 1921196 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11219 | 1545281 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Dogwood Wealth Management LLC | 2056922 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32 | 4408 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| ELEVATION POINT WEALTH PARTNERS, LLC | 1744349 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2900 | 399459 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24277 | 3343914 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1329 | 189276 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 664443 | 91520379 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CenterBook Partners LP | 1872738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4748 | 653990 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GUGGENHEIM CAPITAL LLC | 1283072 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6438 | 886770 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Altshuler Shaham Ltd | 1324290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 4683 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Weiss Asset Management LP | 1357550 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37169 | 5119658 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347 | 47796 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| True North Advisors, LLC | 1634556 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1703 | 234571 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| VELA Investment Management, LLC | 1895612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66665 | 9182437 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1456 | 200549 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SummitTX Capital, L.P. | 2052310 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2527 | 348069 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208314 | 28693170 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Semanteon Capital Management, LP | 1738809 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1786 | 246004 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Generali Asset Management SPA SGR | 2046751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 708 | 97520 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3259 | 448960 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WestEnd Advisors, LLC | 1351731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 413 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Hilltop National Bank | 2021658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1171 | 161294 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.