Johnson Controls: which funds bought and sold

Institutions that bought and sold Johnson Controls shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 772 institutions that filed 13F reports for both quarters added to or opened positions in Johnson Controls, and 644 cut or closed them. Together they sold a net 14.0M shares, −2.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 13.7M shares (−8.4%); index fund managers were net buyers of 3.8M shares (+2.2%). 142 opened a new position and 86 sold out entirely.

Bought, Q2 2026 772 institutions, 142 of them new holders Sold, Q2 2026 644 institutions, 86 of them sold out

Net change, all compared −14.0M shares (−2.5%)

Net change, active managers −13.7M shares (−8.4%), 47 bought, 51 sold

Buyers versus sellers

institutions compared, 1,658

772 bought 242 644 sold

Active managers and hedge funds 47 bought · 51 sold · −13.7M

Index fund managers 7 bought · 5 sold · +3.8M

Other institutions 718 bought · 588 sold · −4.1M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+3.1M +6.0%	54.4M	$7.9B
Winslow Capital Management, LLC Active manager	+2.9M New position	2.9M	$430M
First Trust Advisors LP	+2.7M +46.4%	8.4M	$1.2B
D1 Capital Partners L.P. Hedge fund	+2.5M +206.5%	3.8M	$548M
D. E. Shaw & Co., Inc. Hedge fund	+1.7M +1270.6%	1.9M	$274M
AQR Capital Management LLC Hedge fund	+1.5M +50.0%	4.5M	$647M
UBS Group AG	+1.3M +24.4%	6.5M	$952M
Acadian Asset Management LLC Active manager	+705K +179.3%	1.1M	$160M
Marshall Wace, LLP Hedge fund	+652K +5739.0%	663K	$96.9M
HSBC Holdings PLC	+642K +32.7%	2.6M	$382M
State Street Corp Index funds	+621K +2.2%	28.3M	$4.1B
Assenagon Asset Management S.A.	+621K +536.1%	737K	$108M
Deutsche Bank Ag\	+609K +21.8%	3.4M	$498M
Sei Investments Co	+568K +53.3%	1.6M	$239M
Invesco Ltd.	+453K +2.6%	17.6M	$2.6B
Goldman Sachs Group Inc	+430K +8.8%	5.3M	$773M
Two Sigma Investments, LP Hedge fund	+416K +237.9%	591K	$86.4M
Mufg Securities Emea PLC	+339K +1350.1%	364K	$53.2M
Woodline Partners LP Hedge fund	+322K +41.1%	1.1M	$162M
One Madison Group LLC	+308K +334.8%	400K	$58.4M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Winslow Capital Management, LLC Active manager	+2.9M New position	2.9M	$430M
D1 Capital Partners L.P. Hedge fund	+2.5M +206.5%	3.8M	$548M
D. E. Shaw & Co., Inc. Hedge fund	+1.7M +1270.6%	1.9M	$274M
AQR Capital Management LLC Hedge fund	+1.5M +50.0%	4.5M	$647M
Acadian Asset Management LLC Active manager	+705K +179.3%	1.1M	$160M
Marshall Wace, LLP Hedge fund	+652K +5739.0%	663K	$96.9M
Two Sigma Investments, LP Hedge fund	+416K +237.9%	591K	$86.4M
Woodline Partners LP Hedge fund	+322K +41.1%	1.1M	$162M
Panagora Asset Management Inc Active manager	+289K +56.8%	799K	$117M
Squarepoint Ops LLC Hedge fund	+203K +117.4%	377K	$55M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−7.2M −44.8%	8.9M	$1.3B
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−6.9M −88.3%	918K	$134M
Fisher Asset Management, LLC Active manager	−6.8M −38.6%	10.8M	$1.6B
Balyasny Asset Management L.P. Hedge fund	−2.3M Sold out	0	—
Amundi	−2.1M −35.6%	3.8M	$562M
Dodge & Cox Active manager	−1.7M −3.0%	55.8M	$8.1B
Citadel Advisors LLC Hedge fund	−1.3M −81.4%	306K	$44.7M
Jane Street Group, LLC	−1.3M −34.3%	2.5M	$364M
SG Americas Securities, LLC	−888K −42.9%	1.2M	$173M
Capital World Investors Active manager	−785K −20.5%	3.1M	$446M
Saturna Capital Corp	−646K −24.8%	2.0M	$287M
Point72 Asset Management, L.P. Hedge fund	−594K −41.8%	827K	$121M
Wellington Management Group LLP Active manager	−593K −7.0%	7.9M	$1.2B
Marsico Capital Management LLC Active manager	−582K −82.2%	126K	$18.4M
Jefferies Financial Group Inc.	−498K −94.9%	27K	$3.9M
Millennium Management LLC Hedge fund	−484K −34.8%	908K	$133M
Qube Research & Technologies Ltd Hedge fund	−427K −21.3%	1.6M	$230M
Rokos Capital Management LLP Hedge fund	−350K Sold out	0	—
Barrow Hanley Mewhinney & Strauss LLC Active manager	−348K −9.1%	3.5M	$510M
Clearbridge Investments, LLC Active manager	−331K −7.8%	3.9M	$573M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Franklin Resources Inc Active manager	−7.2M −44.8%	8.9M	$1.3B
Fisher Asset Management, LLC Active manager	−6.8M −38.6%	10.8M	$1.6B
Balyasny Asset Management L.P. Hedge fund	−2.3M Sold out	0	—
Dodge & Cox Active manager	−1.7M −3.0%	55.8M	$8.1B
Citadel Advisors LLC Hedge fund	−1.3M −81.4%	306K	$44.7M
Capital World Investors Active manager	−785K −20.5%	3.1M	$446M
Point72 Asset Management, L.P. Hedge fund	−594K −41.8%	827K	$121M
Wellington Management Group LLP Active manager	−593K −7.0%	7.9M	$1.2B
Marsico Capital Management LLC Active manager	−582K −82.2%	126K	$18.4M
Millennium Management LLC Hedge fund	−484K −34.8%	908K	$133M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Winslow Capital Management, LLCActive manager	2.9M	$430M
Aventail Capital Group, LP	204K	$29.8M
Natwest Group PLC	118K	$17.2M
Nissay Asset Management Corp /Japan	82K	$12M
Axxcess Wealth Management, LLC	47K	$6.8M
Itau Unibanco Holding S.A.	40K	$5.9M
Van Eck Associates Corp	40K	$5.8M
Kentucky Retirement Systems	39K	$5.6M
LGT Fund Management Co Ltd.	38K	$5.6M
Ifg Advisory, LLC	36K	$5.2M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Balyasny Asset Management L.P.Hedge fund	2.3M	$303M
Rokos Capital Management LLPHedge fund	350K	$45.8M
Alkeon Capital Management LLCHedge fund	270K	$35.4M
Interval Partners, LPHedge fund	201K	$26.3M
Pbu - The Pension Fund Of Early Childhood & Youth Educators	199K	$26.1M
Tribune Investment Group LP	78K	$10.2M
Moore Capital Management, LPHedge fund	48K	$6.3M
Taproot Management LP	28K	$3.7M
Sciencast Management LP	26K	$3.4M
Blue Sparrow, LLC	26K	$3.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,591
Ten largest holders: 49.7%
Index fund managers: 31.5%
Active managers and hedge funds: 27.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	47	51	8	7	−13.7M	−8.4%
Index fund managers	7	5	0	0	+3.8M	+2.2%
Other institutions	718	588	134	79	−4.1M	−1.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Johnson Controls.

Only managers that filed a holdings report for both quarters are compared (1,658 here). 52 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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