InvestorLens

J — JACOBS SOLUTIONS INC

Public company

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying J?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
10
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their J position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Contraction regime).

Supporting evidence
  • +5 tracked investors reported holding J at their latest filing
  • +Macro Health is 55/100 in a Contraction regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (2 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/17/2026.

About JACOBS SOLUTIONS INC (J)

JACOBS SOLUTIONS INC (J) appears in the most recent 13F filings of 5 tracked institutional investors. The largest disclosed position is held by Daniel Loeb (Third Point LLC), valued at $220M. Across recent filings, tracked investors recorded 10 new positions, 5 increased, 11 reduced, and 7 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in J

45
/100
Mixed Activity
Added / Increased15
Reduced11
Exited7
BearishBullish
Crowded Trade Score™

How many top investors track J

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

J Ownership Composition

How JACOBS SOLUTIONS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
98% of tracked value
Institutions
5
tracked investors
Total Reported
$84.9M
combined 13F value
Types2
  • Multi-Strategy / Quant97.8%
  • Macro2.2%
Multi-Strategy / Quant(3)
97.8%
Macro(2)
2.2%

Tracked investors currently reporting J

4 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    109.3K
    Value
    $13.8M
    % Portfolio
    0.00%
  • George SorosJun 30, 2026
    Soros Fund Management
    Shares
    2.1K
    Value
    $262.3K
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    517.1K
    Value
    $65.2M
    % Portfolio
    0.02%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    12.9K
    Value
    $1.6M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    32.5K
    Value
    $4.1M
    % Portfolio
    0.00%

Previously held J

These investors reported J in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Daniel LoebThird Point LLC915K$137.1MSep 30, 2025
Seth KlarmanBaupost Group350.7K$45.9MSep 30, 2024
Stanley DruckenmillerDuquesne Family Office74.4K$10.2MSep 30, 2023
Paul Tudor JonesTudor Investment Corp2.3K$307.3KDec 31, 2024

Recent activity

Frequently asked questions

How many institutional investors hold J?
5 tracked institutional investors disclosed a position in J (JACOBS SOLUTIONS INC) in their most recent 13F filing.
Who is the largest institutional holder of J?
Daniel Loeb, Third Point LLC, holds the largest disclosed position in J, valued at $220M.
Did institutional ownership of J increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 5 increased, 11 reduced, and 7 fully exited J.
Where does this J ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
J (JACOBS SOLUTIONS INC) — Institutional Holders & 13F — InvestorLens