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Jacobs Solutions Inc.

J Industrials
$146.26 +$3.77 (2.65%)
Market Cap: $17.12 B
Gurus Holding
9
Popularity Rank
#540
% of Shares Held
1.69%
Net Activity (Q2 2026)
-$7.26 M

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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $289.24 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $7.26 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Ray Dalio reduced exposure by 86.9%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$18.86 M
Total Buy Value
New Buys 1
Additions 2
-$26.12 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
3

FAQs for Jacobs Solutions Inc. (J)

Major holders include Cliff Asness ($162.5 M), Renaissance Technologies (RenTech) ($34.76 M), Joel Greenblatt ($34.19 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.98 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $7.26 M, with 3 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited J. The total reported sell value was $26.12 M.

Yes, 1 managers opened new positions in J, and 2 increased their existing holdings. The total reported buy value was $18.86 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Add 9.7% 1,314,495 $162.5 M Q2 2026
0.05% Reduce -29.3% 275,900 $34.76 M Q2 2026
0.08% Reduce -1.8% 271,342 $34.19 M Q2 2026
0.02% Add 20.8% 65,072 $8.2 M Q2 2026
0.00% New Buy 24,701 $3.11 M Q2 2026
0.01% Reduce -86.9% 12,878 $1.62 M Q2 2026
0.01% Reduce -0.7% 6,244 $786,744 Q2 2026
0.00% Reduce -35.3% 4,833 $608,958 Q2 2026
0.00% Reduce -17.6% 2,082 $262,332 Q2 2026
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