Guru Ownership Over Time
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 $326.56 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Cliff Asness ($151.04 M), Daniel Loeb ($137.12 M), Renaissance Technologies ($50.83 M). Collectively, tracked Gurus hold 2.41 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $250.82 M, with 2 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of J completely. Total sell value was $256.76 M.
Yes, 0 Gurus opened new positions in J, and 2 added to their existing holdings. Total buy value was $5.94 M.