JEC Institutional Holdings
Jacobs Engineering Group · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (0)
—
↑ Increased (1)
HORIZON FINANCIAL SERVICES, LLC +42.6%
↓ Decreased (2)
Lipe & Dalton -55.9%
Legato Capital Management LLC -29.6%
↓ Exited Positions (5)
CACTI ASSET MANAGEMENT LLC $79M
Swiss Life Asset Management Ltd $8M
Asset Planning,Inc $226,604
SFAM, LLC $60,932
HUNTINGTON NATIONAL BANK $128
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | EVERETT HARRIS & CO /CA/ | 150K | $19M |
| 2 | Ancora Advisors LLC | 23K | $3M |
| 3 | Legato Capital Management LLC | 9K | $1M |
| 4 | Long Road Investment Counsel, LLC | 5K | $607,784 |
| 5 | MONETARY MANAGEMENT GROUP INC | 200 | $25,456 |
| 6 | HORIZON FINANCIAL SERVICES, LLC | 46 | $5,855 |
| 7 | Lipe & Dalton | 10K | $1,308 |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09