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This page summarizes the JKHY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether JKHY is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing JKHY Share Count |
|---|
| Allworth Financial LP |
54 |
170 |
+116 |
+214.81% |
| GAMMA Investing LLC |
478 |
840 |
+362 |
+75.73% |
| JJJ Advisors Inc. |
307 |
477 |
+170 |
+55.37% |
| Gateway Investment Advisers LLC |
1,501 |
2,046 |
+545 |
+36.31% |
| Financial Advisory Service Inc. |
1,743 |
2,268 |
+525 |
+30.12% |
| MJP Associates Inc. ADV |
1,480 |
1,836 |
+356 |
+24.05% |
| Willis Investment Counsel |
2,832 |
3,411 |
+579 |
+20.44% |
| Thrive Wealth Management LLC |
1,252 |
1,469 |
+217 |
+17.33% |
| Cardinal Capital Management |
13,380 |
15,490 |
+2,110 |
+15.77% |
| AdvisorNet Financial Inc |
640 |
732 |
+92 |
+14.37% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,853 |
3,254 |
+401 |
+14.06% |
| Robeco Institutional Asset Management B.V. |
8,626 |
9,732 |
+1,106 |
+12.82% |
| New Century Financial Group LLC |
1,477 |
1,665 |
+188 |
+12.73% |
| OLD National Bancorp IN |
1,248 |
1,374 |
+126 |
+10.10% |
| Strategy Asset Managers LLC |
1,520 |
1,647 |
+127 |
+8.36% |
| Portside Wealth Group LLC |
1,264 |
1,366 |
+102 |
+8.07% |
| Legacy Advisors LLC |
4,531 |
4,896 |
+365 |
+8.06% |
| Silver Lake Advisory LLC |
29,789 |
31,898 |
+2,109 |
+7.08% |
| Van ECK Associates Corp |
11,323 |
12,107 |
+784 |
+6.92% |
| DekaBank Deutsche Girozentrale |
9,554 |
10,116 |
+562 |
+5.88% |
| Fenimore Asset Management Inc. |
205,098 |
216,877 |
+11,779 |
+5.74% |
| Stratos Wealth Partners LTD. |
14,831 |
15,662 |
+831 |
+5.60% |
| Veriti Management LLC |
4,193 |
4,423 |
+230 |
+5.49% |
| Mitchell & Pahl Private Wealth LLC |
4,124 |
4,347 |
+223 |
+5.41% |
| Conestoga Capital Advisors LLC |
150,110 |
158,175 |
+8,065 |
+5.37% |
| Raymond James & Associates |
556,162 |
585,700 |
+29,538 |
+5.31% |
| Marks Group Wealth Management Inc |
19,455 |
20,400 |
+945 |
+4.86% |
| Tandem Investment Advisors Inc. |
398,464 |
417,751 |
+19,287 |
+4.84% |
| Wealthfront Advisers LLC |
15,510 |
16,243 |
+733 |
+4.73% |
| Allspring Global Investments Holdings LLC |
356,819 |
373,412 |
+16,593 |
+4.65% |
| Boston Trust Walden Corp |
197,718 |
206,558 |
+8,840 |
+4.47% |
| Benjamin Edwards Inc. |
5,708 |
5,956 |
+248 |
+4.34% |
| Benjamin F. Edwards & Company Inc. |
113,461 |
117,833 |
+4,372 |
+3.85% |
| Principal Financial Group Inc. |
94,180 |
97,800 |
+3,620 |
+3.84% |
| Copeland Capital Management LLC |
171,324 |
177,561 |
+6,237 |
+3.64% |
| Raymond James Trust N.A. |
4,604 |
4,744 |
+140 |
+3.04% |
| Natixis Advisors L.P. |
95,911 |
97,868 |
+1,957 |
+2.04% |
| Raymond James Financial Services Advisors Inc. |
37,496 |
38,230 |
+734 |
+1.96% |
| Regions Financial Corp |
15,283 |
15,510 |
+227 |
+1.49% |
| SJS Investment Consulting Inc. |
195 |
197 |
+2 |
+1.03% |
| West Paces Advisors Inc. |
585 |
591 |
+6 |
+1.03% |
| Taylor Frigon Capital Management LLC |
7,496 |
7,558 |
+62 |
+0.83% |
| Czech National Bank |
12,756 |
12,821 |
+65 |
+0.51% |
| UMB Bank N A MO |
10,881 |
10,930 |
+49 |
+0.45% |
| CWM LLC |
1,655 |
1,662 |
+7 |
+0.42% |
| Linden Thomas Advisory Services LLC |
8,644 |
8,680 |
+36 |
+0.42% |
| Kesler Norman & Wride LLC |
32,412 |
32,514 |
+102 |
+0.31% |
| Wendell David Associates Inc. |
8,450 |
8,469 |
+19 |
+0.22% |
| Retirement Systems of Alabama |
16,051 |
16,085 |
+34 |
+0.21% |
| Tyche Wealth Partners LLC |
1,534 |
1,535 |
+1 |
+0.07% |
| 13F Filers Reporting New Positions In JKHY |
|---|
| Wesbanco Bank Inc. |
0 |
1,674 |
+1,674 |
+100% |
| Salem Investment Counselors Inc. |
0 |
22 |
+22 |
+100% |
| Mather Group LLC. |
0 |
648 |
+648 |
+100% |
| Riverview Trust Co |
0 |
292 |
+292 |
+100% |
| Dynamic Advisor Solutions LLC |
0 |
2,793 |
+2,793 |
+100% |
| Horizon Financial Services LLC |
0 |
7 |
+7 |
+100% |
| Outlook Wealth Advisors LLC |
0 |
1,520 |
+1,520 |
+100% |
| TFC Financial Management |
0 |
1 |
+1 |
+100% |
| Stegent Equity Advisors Inc. |
0 |
2,028 |
+2,028 |
+100% |
| Simplicity Wealth LLC |
0 |
5,664 |
+5,664 |
+100% |
| Norden Group LLC |
0 |
8,115 |
+8,115 |
+100% |
| Diversify Advisory Services LLC |
0 |
2,697 |
+2,697 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| State of Michigan Retirement System |
21,316 |
21,316 |
UNCH |
0.00% |
| Capital Advisors Inc. OK |
1,590 |
1,590 |
UNCH |
0.00% |
| Doliver Advisors LP |
4,100 |
4,100 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
100 |
100 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
40,856 |
40,856 |
UNCH |
0.00% |
| Massmutual Trust Co. FSB ADV |
85 |
85 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
49 |
49 |
UNCH |
0.00% |
| Thompson Investment Management Inc. |
108 |
108 |
UNCH |
0.00% |
| Guinness Asset Management LTD |
2,521 |
2,521 |
UNCH |
0.00% |
| Ipswich Investment Management Co. Inc. |
2,818 |
2,818 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
350 |
350 |
UNCH |
0.00% |
| Asset Dedication LLC |
7 |
7 |
UNCH |
0.00% |
| Retirement Planning Group |
5,770 |
5,770 |
UNCH |
0.00% |
| Bright Rock Capital Management LLC |
19,600 |
19,600 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
39 |
39 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
100 |
100 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
94 |
94 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
10 |
10 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
27 |
27 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
238 |
238 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
6,018 |
6,018 |
UNCH |
0.00% |
| MCF Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Trust Co |
12,001 |
12,001 |
UNCH |
0.00% |
| MV Capital Management Inc. |
31 |
31 |
UNCH |
0.00% |
| Empire Life Investments Inc. |
10,253 |
10,253 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
13,863 |
13,863 |
UNCH |
0.00% |
| Bogart Wealth LLC |
1,489 |
1,489 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
201 |
201 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
49 |
49 |
UNCH |
0.00% |
| Versant Capital Management Inc |
83 |
83 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
13 |
13 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
95 |
95 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
12 |
12 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
5,586 |
5,586 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
355 |
355 |
UNCH |
0.00% |
| CVA Family Office LLC |
91 |
91 |
UNCH |
0.00% |
| Hixon Zuercher LLC |
2,497 |
2,497 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
11 |
11 |
UNCH |
0.00% |
| Laurus Investment Counsel Inc. |
70,894 |
70,894 |
UNCH |
0.00% |
| Pitti Group Wealth Management LLC |
1,800 |
1,800 |
UNCH |
0.00% |
| City State Bank |
17 |
17 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
1,348 |
1,348 |
UNCH |
0.00% |
| SYSTM Wealth Solutions LLC |
637 |
637 |
UNCH |
0.00% |
| Morton Capital Management LLC CA |
1,617 |
1,617 |
UNCH |
0.00% |
| Jamison Private Wealth Management Inc. |
50 |
50 |
UNCH |
0.00% |
| Valued Wealth Advisors LLC |
8 |
8 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
18 |
18 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
149 |
149 |
UNCH |
0.00% |
| 13F Filers Decreasing JKHY Share Count |
|---|
| Assenagon Asset Management S.A. |
347,018 |
1,702 |
-345,316 |
-99.51% |
| Gradient Investments LLC |
3,565 |
1,500 |
-2,065 |
-57.92% |
| NBC Securities Inc. |
202 |
105 |
-97 |
-48.02% |
| Brown Advisory Inc. |
5,077 |
2,906 |
-2,171 |
-42.76% |
| Bruce G. Allen Investments LLC |
61 |
37 |
-24 |
-39.34% |
| First Horizon Advisors Inc. |
619 |
387 |
-232 |
-37.48% |
| Everpar Advisors LLC |
5,442 |
3,484 |
-1,958 |
-35.98% |
| JGP Wealth Management LLC |
83,507 |
54,413 |
-29,094 |
-34.84% |
| Amalgamated Bank |
23,813 |
15,671 |
-8,142 |
-34.19% |
| Handelsinvest Investeringsforvaltning |
2,844 |
1,872 |
-972 |
-34.18% |
| Prestige Wealth Management Group LLC |
102 |
76 |
-26 |
-25.49% |
| Park Avenue Securities LLC |
5,460 |
4,294 |
-1,166 |
-21.36% |
| Wealth Enhancement Advisory Services LLC |
7,334 |
5,827 |
-1,507 |
-20.55% |
| TrimTabs Asset Management LLC |
11,033 |
8,988 |
-2,045 |
-18.54% |
| DNB Asset Management AS |
12,823 |
10,449 |
-2,374 |
-18.51% |
| Park Place Capital Corp |
135 |
114 |
-21 |
-15.56% |
| Tritonpoint Wealth LLC |
2,671 |
2,322 |
-349 |
-13.07% |
| Private Advisor Group LLC |
3,068 |
2,678 |
-390 |
-12.71% |
| Summit Financial LLC |
3,565 |
3,132 |
-433 |
-12.15% |
| Mn Services Vermogensbeheer B.V. |
33,463 |
29,463 |
-4,000 |
-11.95% |
| State of Alaska Department of Revenue |
39,430 |
35,510 |
-3,920 |
-9.94% |
| Private Trust Co. NA |
212 |
192 |
-20 |
-9.43% |
| Securian Asset Management Inc |
4,617 |
4,226 |
-391 |
-8.47% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
24,425 |
22,370 |
-2,055 |
-8.41% |
| Stiles Financial Services Inc |
3,988 |
3,690 |
-298 |
-7.47% |
| KLR Investment Advisors LLC |
3,108 |
2,905 |
-203 |
-6.53% |
| Valley National Advisers Inc. |
763 |
718 |
-45 |
-5.90% |
| Bath Savings Trust Co |
31,510 |
29,655 |
-1,855 |
-5.89% |
| Court Place Advisors LLC |
77,295 |
73,497 |
-3,798 |
-4.91% |
| Louisiana State Employees Retirement System |
4,400 |
4,200 |
-200 |
-4.55% |
| Hartford Investment Management Co. |
4,922 |
4,699 |
-223 |
-4.53% |
| Global Retirement Partners LLC |
422 |
403 |
-19 |
-4.50% |
| Pinnacle Financial Partners Inc. |
3,044 |
2,923 |
-121 |
-3.98% |
| First Merchants Corp |
8,217 |
7,907 |
-310 |
-3.77% |
| BKD Wealth Advisors LLC |
152,921 |
147,183 |
-5,738 |
-3.75% |
| Cambridge Investment Research Advisors Inc. |
7,597 |
7,331 |
-266 |
-3.50% |
| LVW Advisors LLC |
3,846 |
3,716 |
-130 |
-3.38% |
| Heritage Wealth Management LLC |
2,485 |
2,407 |
-78 |
-3.14% |
| Bank of New York Mellon Corp |
678,567 |
657,913 |
-20,654 |
-3.04% |
| Fifth Third Bancorp |
1,143 |
1,109 |
-34 |
-2.97% |
| Meridian Wealth Management LLC |
1,226 |
1,191 |
-35 |
-2.85% |
| Weybosset Research & Management LLC |
16,367 |
15,922 |
-445 |
-2.72% |
| SeaCrest Wealth Management LLC |
1,227 |
1,194 |
-33 |
-2.69% |
| New Mexico Educational Retirement Board |
3,750 |
3,650 |
-100 |
-2.67% |
| Sumitomo Mitsui Trust Holdings Inc. |
187,053 |
182,365 |
-4,688 |
-2.51% |
| Monument Capital Management |
2,650 |
2,595 |
-55 |
-2.08% |
| California Public Employees Retirement System |
465,501 |
456,305 |
-9,196 |
-1.98% |
| Commonwealth Equity Services LLC |
8,094 |
7,948 |
-146 |
-1.80% |
| Trueblood Wealth Management LLC |
1,492 |
1,468 |
-24 |
-1.61% |
| Martin Capital Partners LLC |
6,172 |
6,089 |
-83 |
-1.34% |
| Yousif Capital Management LLC |
10,040 |
9,909 |
-131 |
-1.30% |
| Cary Street Partners Investment Advisory LLC |
2,472 |
2,440 |
-32 |
-1.29% |
| CENTRAL TRUST Co |
8,397 |
8,307 |
-90 |
-1.07% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
29,705 |
29,405 |
-300 |
-1.01% |
| SignalPoint Asset Management LLC |
7,905 |
7,830 |
-75 |
-0.95% |
| Moody Aldrich Partners LLC |
2,053 |
2,041 |
-12 |
-0.58% |
| Riverbridge Partners LLC |
179,530 |
178,523 |
-1,007 |
-0.56% |
| Zurcher Kantonalbank Zurich Cantonalbank |
17,885 |
17,805 |
-80 |
-0.45% |
| Walker Asset Management LLC |
247,276 |
246,353 |
-923 |
-0.37% |
| Venturi Wealth Management LLC |
6,111 |
6,094 |
-17 |
-0.28% |
| New York State Teachers Retirement System |
72,567 |
72,472 |
-95 |
-0.13% |
| First Hawaiian Bank |
8,244 |
8,235 |
-9 |
-0.11% |
| West Coast Financial LLC |
46,910 |
46,891 |
-19 |
-0.04% |
| Ritholtz Wealth Management |
2,902 |
2,901 |
-1 |
-0.03% |
| 13F Filers Exiting JKHY |
|---|
| Turtle Creek Wealth Advisors LLC |
87 |
0 |
-87 |
-100.00% |
| Sapient Capital LLC |
3,922 |
0 |
-3,922 |
-100.00% |
| Lecap Asset Management Ltd. |
2,464 |
0 |
-2,464 |
-100.00% |
| Andina Capital Management LLC |
1,284 |
0 |
-1,284 |
-100.00% |
| Planned Solutions Inc. |
200 |
0 |
-200 |
-100.00% |
| Tennessee Valley Asset Management Partners |
20 |
0 |
-20 |
-100.00% |
| International Assets Investment Management LLC |
111,609 |
0 |
-111,609 |
-100.00% |
| Grant GrossMendelsohn LLC |
4,711 |
0 |
-4,711 |
-100.00% |
| Detalus Advisors LLC |
1,355 |
0 |
-1,355 |
-100.00% |
| Curated Wealth Partners LLC |
1,405 |
0 |
-1,405 |
-100.00% |
| Cox Capital Mgt LLC |
5,864 |
0 |
-5,864 |
-100.00% |
| Nikulski Financial Inc. |
1,225 |
0 |
-1,225 |
-100.00% |
| Dakota Wealth Management |
1,401 |
0 |
-1,401 |
-100.00% |
See Summary: Institutional Holders of JKHY
See Details: Top 10 Hedge Funds Holding JKHY
Also See: JKHY Insider Buying
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