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 201 institutions that hold shares in the stock, with a total of 7.83 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
46
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
41
shares
|
$2,680
0.0% of portfolio
|
Q2 2025
Added 156.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
31
shares
|
$2,026
0.0% of portfolio
|
Q1 2025
Reduced 29.55%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
26
shares
|
$1,699
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
22
shares
|
$1,438
0.0% of portfolio
|
Q1 2025
Reduced 35.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19
shares
|
$1,242
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
15
shares
|
$980
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
11
shares
|
$719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
11
shares
|
$719
0.0% of portfolio
|
Q1 2025
Reduced 77.08%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
9
shares
|
$588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
9
shares
|
$588
0.0% of portfolio
|
Q1 2025
Reduced 82.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
9
shares
|
$588
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
9
shares
|
$588
0.0% of portfolio
|
Q3 2024
Reduced 99.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
6
shares
|
$392
0.0% of portfolio
|
Q1 2025
Reduced 75.0%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
6
shares
|
$392
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6
shares
|
$392
0.0% of portfolio
|
Q4 2024
Added 1683.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
5
shares
|
$326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5
shares
|
$326
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
4
shares
|
$261
0.0% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3
shares
|
$196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2
shares
|
$130
0.0% of portfolio
|
Q1 2025
Reduced 99.17%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
2
shares
|
$130
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|