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 Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $328.41 M.
Top institutional holders include Cliff Asness and Daniel Loeb.
Institutional sentiment is currently Bearish. This is evidenced by a $250.82 M net outflow during the quarter.
Recent activity highlights Jeremy Grantham who increased their stake by 70.1%. Conversely, Ruane Cunniff reduced exposure by 99.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.10% | Reduce -21.2% | 1,015,433 | $151.04 M | Q3 2025 | |
| 1.53% | Reduce -27.6% | 915,000 | $137.12 M | Q3 2025 | |
| 0.07% | Reduce -7.8% | 339,200 | $50.83 M | Q3 2025 | |
| 0.08% | Add 42.9% | 127,454 | $19.1 M | Q3 2025 | |
| 0.02% | Reduce -99.1% | 9,349 | $1.4 M | Q3 2025 | |
| 0.00% | Add 70.1% | 3,232 | $484,348 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Jacobs Solutions Inc. (J)
Major holders include Cliff Asness ($151.04 M), Daniel Loeb ($137.12 M), Renaissance Technologies ($50.83 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.41 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $250.82 M, with 2 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited J. The total reported sell value was $256.76 M.
Yes, 0 managers opened new positions in J, and 2 increased their existing holdings. The total reported buy value was $5.94 M.