Guru Ownership Trend
Guru Analysis for Jacobs Solutions Inc. (J)
Jacobs Solutions Inc. (J), a key player in the Industrials sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $152.27 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Bearish. This is evidenced by a $179.69 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Renaissance Technologies reduced exposure by 31.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Jacobs Solutions Inc. (J)
Major holders include Cliff Asness ($99.59 M), Renaissance Technologies ($30.6 M), Joel Greenblatt ($17.23 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.17 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $179.69 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited J. The total reported sell value was $186.75 M.
Yes, 1 managers opened new positions in J, and 2 increased their existing holdings. The total reported buy value was $7.06 M.
