InvestorLens

JBLU — JETBLUE AIRWAYS CORP.

Industrials

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 JBLU?

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

Confidence
75
Institutional Conviction
Net distribution · 1 buying vs 3 selling last quarter
27
Macro Tailwind
Macro conditions are mixed for this sector
62
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their JBLU position last quarter, 1 bought and 3 sold (25% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 62/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (George Soros)
  • +5 tracked investors reported holding JBLU at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Industrialssource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (1 reduced, 2 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 9/18/2026.

About JETBLUE AIRWAYS CORP. (JBLU)

JETBLUE AIRWAYS CORP. (JBLU) appears in the most recent 13F filings of 5 tracked institutional investors. JETBLUE AIRWAYS CORP. is classified in the Industrials sector. The largest disclosed position is held by Carl Icahn (Icahn Capital), valued at $165M. Across recent filings, tracked investors recorded 7 new positions, 11 increased, 5 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in JBLU

64
/100
Institutional Accumulation
Added / Increased18
Reduced5
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track JBLU

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

JBLU Ownership Composition

How JETBLUE AIRWAYS CORP. is held across tracked investor types, based on reported 13F positions.

Dominant Type
Activist
54% of tracked value
Institutions
5
tracked investors
Total Reported
$217.6M
combined 13F value
Types3
  • Activist54.4%
  • Multi-Strategy / Quant36.7%
  • Macro8.9%
Activist(1)
54.4%
Multi-Strategy / Quant(3)
36.7%
Macro(1)
8.9%

Tracked investors currently reporting JBLU

1 tracked investor has since exited this position — listed separately below.

  • Carl IcahnJun 30, 2026
    Icahn Capital
    Shares
    20.7M
    Value
    $118.4M
    % Portfolio
    1.43%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    5.1M
    Value
    $29M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3.8M
    Value
    $21.9M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    26M
    Value
    $28.9M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    3.4M
    Value
    $19.4M
    % Portfolio
    0.03%

Previously held JBLU

These investors reported JBLU 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
Howard MarksOaktree Capital Management95.1M$94.8MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold JBLU?
5 tracked institutional investors disclosed a position in JBLU (JETBLUE AIRWAYS CORP.) in their most recent 13F filing.
Who is the largest institutional holder of JBLU?
Carl Icahn, Icahn Capital, holds the largest disclosed position in JBLU, valued at $165M.
Did institutional ownership of JBLU increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 11 increased, 5 reduced, and 5 fully exited JBLU.
What sector is JBLU in?
JETBLUE AIRWAYS CORP. is classified in the Industrials GICS sector.
Where does this JBLU 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.