Institutional Ownership Sanfilippo John B & Son Inc (JBSS)
This table provides information about the institutional ownership of Sanfilippo John B & Son Inc (JBSS). We have compiled data on the 217 institutions that hold shares in the stock, with a total of 8.4 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
16
shares
|
$1,096
0.0% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
13
shares
|
$890
0.0% of portfolio
|
Q2 2025
Reduced 93.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11
shares
|
$753
0.0% of portfolio
|
Q1 2025
Reduced 77.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10
shares
|
$685
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8
shares
|
$548
0.0% of portfolio
|
Q2 2025
Reduced 83.67%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
8
shares
|
$548
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7
shares
|
$479
0.0% of portfolio
|
Q2 2025
Added 75.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
6
shares
|
$411
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
5
shares
|
$342
0.0% of portfolio
|
Q2 2025
Reduced 66.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$342
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
2
shares
|
$137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
2
shares
|
$137
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
2
shares
|
$137
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|