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Jack in the BOX Inc (JACK)

CUSIP: 466367109 | NYSE | Consumer Cyclical · Restaurants | Micro Cap | 1068 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AGreenWood Investors LLC1,352,4907.1%UnchangedSep 17, 2026No 13F filer matched
13D/AGreenWood Investors LLC1,352,490
7.1% of class · Sep 17, 2026Unchanged
No 13F filer matched

Institutional Holders — Q3 2026

IPG Investment Advisors LLC385,832
0.7% of portfolio›$5.1M
Dimensional Fund Advisors LP27,224
0.0% of portfolio›$359.9K
Creative Planning16,377
0.0% of portfolio›$216.5K
Versant Capital Management, Inc6,167
0.0% of portfolio›$81.5K
Citigroup Inc1,995
0.0% of portfolio›$26.4K
Whipplewood Advisors, LLC1,928
0.0% of portfolio›$25.5K
IFP Advisors, Inc1,779
0.0% of portfolio›$23.5K
Gamma Investing LLC1,034
0.0% of portfolio›$13.7K
Farther Finance Advisors, LLC813
0.0% of portfolio›$10.7K
Parallel Advisors, LLC489
0.0% of portfolio›$6.5K
EverSource Wealth Advisors, LLC441
0.0% of portfolio›$5.8K
Jnba Financial Advisors400
0.0% of portfolio›$5.3K
Harbor Capital Advisors, Inc.377
0.0% of portfolio›$5
Sterling Capital Management LLC370
0.0% of portfolio›$4.9K
Signaturefd, LLC350
0.0% of portfolio›$4.6K
Nisa Investment Advisors, LLC284
0.0% of portfolio›$3.8K
Avion Wealth245
0.0% of portfolio›$3
CoreCap Advisors, LLC164
0.0% of portfolio›$2.2K
Essential Partners LLC126
0.0% of portfolio›$1.7K
Pension & Wealth Management Advisors, Inc.101
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust91
0.0% of portfolio›$1.2K
North Star Investment Management Corp.39
0.0% of portfolio›$516
Burk Holdings LLC32
0.0% of portfolio›$423
SJS Investment Consulting Inc.23
0.0% of portfolio›$305
Covestor Ltd15
0.0% of portfolio›$0
Root Financial Partners, LLC15
0.0% of portfolio›$198
Trust Co13
0.0% of portfolio›$172
Leonteq Securities AG8
0.0% of portfolio›$106
SBI Securities Co., Ltd.7
0.0% of portfolio›$93
First Premier Bank5
0.0% of portfolio›$0
Wolff Wiese Magana LLC4
0.0% of portfolio›$59
Inspire Investing, LLC3
0.0% of portfolio›$46
StyleTurnoverLocationFiled
IPG Investment Advisors LLC
385,832$5.1M0.7%CoreMediumSan Diego, CA2026-10-30
Dimensional Fund Advisors LP
27,224$359.9K0.0%IndexLowAustin, TX2026-11-04
Creative Planning
16,377$216.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Versant Capital Management, Inc
6,167$81.5K0.0%GARPLowPhoenix, AZ2026-10-02
Citigroup Inc
1,995$26.4K0.0%CoreMediumNew York, NY2026-11-04
Whipplewood Advisors, LLC
1,928$25.5K0.0%ETFLowLittleton, CO2026-10-20
IFP Advisors, Inc
1,779$23.5K0.0%GrowthLowTampa, FL2026-10-16
Gamma Investing LLC
1,034$13.7K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
813$10.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
489$6.5K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
441$5.8K0.0%CoreMediumBirmingham, AL2026-11-04
Jnba Financial Advisors
400$5.3K0.0%ETFMediumBloomington, MN2026-11-03
Harbor Capital Advisors, Inc.
377$50.0%ValueHighChicago, IL2026-10-22
Sterling Capital Management LLC
370$4.9K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
350$4.6K0.0%IndexLowAtlanta, GA2026-10-23
Nisa Investment Advisors, LLC
284$3.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Avion Wealth
245$30.0%ETFLowThe Woodlands, TX2026-11-04
CoreCap Advisors, LLC
164$2.2K0.0%ETFMediumSouthfield, MI2026-10-08
Essential Partners LLC
126$1.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
101$1.3K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
91$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
North Star Investment Management Corp.
39$5160.0%CoreLowChicago, IL2026-10-27
Burk Holdings LLC
32$4230.0%ETFVery LowTulsa, OK2026-11-05
SJS Investment Consulting Inc.
23$3050.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
15$00.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
15$1980.0%ETFMediumEncinitas, CA2026-10-21
Trust Co
13$1720.0%ETFVery LowManhattan, KS2026-10-09
Leonteq Securities AG
8$1060.0%CoreHighZurich, Switzerland2026-10-29
SBI Securities Co., Ltd.
7$930.0%Agg GrowthLowTokyo, Mexico2026-10-22
First Premier Bank
5$00.0%CoreVery LowSioux Falls, SD2026-10-13
Wolff Wiese Magana LLC
4$590.0%GrowthLowCarslbad, CA2026-10-15
Inspire Investing, LLC
3$460.0%GARPHighMeridian, ID2026-10-22