Stock ownership · SEC 13F · Q4 2025

HENRY JACK & ASSOC INC

Institutional ownership of HENRY JACK & ASSOC INC (CUSIP 426281101) - who holds it, how concentrated it is, and what moved last quarter.

$2.8M
Reported value
6
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, HENRY JACK & ASSOC INC ranks #648 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 6 institutions report $2.8M as of Q4 2025, with ownership heavily concentrated in a handful of holders.

6
institutions hold it
$2.8M
reported 13F value
100%
held by top 5
#648
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, HENRY JACK & ASSOC INC ranks #648 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 426281101 · Q4 2025 $3M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL

  • VALUE-LIGHT #648/775
  • HOLDERS-FOCUS 6 filers
  • CONC-DOM 100% top-5
  • PHOTO-FINISH BERKLEY W R
  • ACTIVITY-MID 5 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: BERKLEY W R CORP

Read with: Ownership concentration guide - HENRY JACK & ASSOC INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · HENRY JACK & ASSOC INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES MSCI EMERGING · near$3MSTATE STREET SPDR S&P · near$3MBERKLEY W R · near$3MHENRY JACK & ASSOC · this st…$3MNISOURCE · near$3M
Aggregate reported institutional value ($)
Largest institutional holders of HENRY JACK & ASSOC INC
  1. 1
    Pacer Advisors, Inc. $2.3M
  2. 2
    DGS Capital Management, LLC $328K
  3. 3
    FLOYD FINANCIAL GROUP LLC $201K
  4. 4
    Compass Financial Services Inc $10K
  5. 5
    Anchor Investment Management, LLC $5K
  6. 6
    TD Capital Management LLC $1K

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a HENRY JACK & ASSOC INC position has risen from 4 to 6 over the last 8 quarters of 13F filings.

0246810 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 6
Distinct 13F filers holding HENRY JACK & ASSOC INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 12,455 $2.3M 80.6%
2 DGS Capital Management, LLC 1,795 $328K 11.6%
3 FLOYD FINANCIAL GROUP LLC 1,262 $201K 7.1%
4 Compass Financial Services Inc 55 $10K 0.4%
5 Anchor Investment Management, LLC 30 $5K 0.2%
6 TD Capital Management LLC 8 $1K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among HENRY JACK & ASSOC INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (5)

Pacer Advisors, Inc. $2.3M
DGS Capital Management, LLC $328K
FLOYD FINANCIAL GROUP LLC $201K
Compass Financial Services Inc $10K
Anchor Investment Management, LLC $5K

Complete exits (8)

Court Place Advisors, LLC exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited
Cherry Tree Wealth Management, LLC exited
Bell Investment Advisors, Inc exited
Achmea Investment Management B.V. exited

Frequently Asked Questions

How many institutions hold HENRY JACK & ASSOC INC?▼
HENRY JACK & ASSOC INC is held by 6 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does HENRY JACK & ASSOC INC sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, HENRY JACK & ASSOC INC ranks #648 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of HENRY JACK & ASSOC INC?▼
Institutions report $2.8M of HENRY JACK & ASSOC INC as of Q4 2025.
How concentrated is ownership of HENRY JACK & ASSOC INC?▼
The top five institutional holders account for 100% of the reported institutional value in HENRY JACK & ASSOC INC, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of HENRY JACK & ASSOC INC?▼
Pacer Advisors, Inc. is the largest reported holder of HENRY JACK & ASSOC INC with $2.3M across 12,455 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for HENRY JACK & ASSOC INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($2.8M here).

BERKLEY W R CORP $2.9M STATE STREET SPDR S&P $2.9M NISOURCE INC $2.7M ISHARES MSCI EMERGING $2.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (6 here).

AKAMAI TECHNOLOGIES INC 6 ALEXANDRIA REAL ESTATE EQ IN 6 ALLETE INC 6 ALLIANCEBERNSTEIN HLDG L P 6

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.