Sanfilippo John B & Son Inc
JBSS- Exchange
- Nasdaq
- Industry
- Sugar & Confectionery Products
- SEC CIK
- 0000880117
No open-market purchases or sales by Sanfilippo John B & Son Inc insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $735.3M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Sanfilippo John B & Son Inc as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 215
- +9 vs. Q4 2025
- Shares held
- 8.37M
- +761.3K (+10.0%) vs. Q4 2025
- Total value
- $663.8M
- +$126.7M (+23.6%) vs. Q4 2025
- New holders
- 35
- 84 more added
- Sold out
- 26
- 53 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JBSS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $735.3M |
| Q1 2026 | 215 | $663.8M |
| Q4 2025 | 209 | $588.1M |
| Q3 2025 | 204 | $537.4M |
| Q2 2025 | 189 | $532.9M |
| Q1 2025 | 191 | $586.5M |
| Q4 2024 | 200 | $724.5M |
| Q3 2024 | 202 | $776.5M |
| Q2 2024 | 187 | $812.1M |
| Q1 2024 | 182 | $885.6M |
| Q4 2023 | 178 | $844.4M |
| Q3 2023 | 183 | $794.6M |
| Q2 2023 | 189 | $947.0M |
| Q1 2023 | 195 | $789.9M |
| Q4 2022 | 182 | $652.5M |
| Q3 2022 | 174 | $608.4M |
| Q2 2022 | 168 | $589.0M |
| Q1 2022 | 167 | $663.5M |
| Q4 2021 | 170 | $711.0M |
| Q3 2021 | 162 | $649.1M |
| Q2 2021 | 162 | $721.5M |
| Q1 2021 | 160 | $740.1M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sanfilippo John B & Son Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $159 | 0.00% | +1+100.0% | Added |
| Wealth Preservation Advisors, LLC | 2 | $159 | 0.00% | +2 | New |
| Rossby Financial, LCC | 2 | $165 | 0.00% | +2 | New |
| Rockefeller Capital Management L.P. | 4 | $317 | 0.00% | +4 | New |
| Trust Co | 5 | $397 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $476 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $482 | 0.00% | +6 | New |
| Huntington National Bank | 7 | $555 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $793 | 0.00% | −72−87.8% | Reduced |
| Parkside Financial Bank & Trust | 10 | $794 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11 | $873 | 0.00% | +11 | New |
| Root Financial Partners, LLC | 11 | $873 | 0.00% | +11 | New |
| Rothschild Investment LLC | 13 | $1.03K | 0.00% | +3+30.0% | Added |
| Sunbelt Securities, Inc. | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 16 | $1.27K | 0.00% | +16 | New |
| Keating Financial Advisory Services, Inc. | 17 | $1.35K | 0.00% | +11+183.3% | Added |
| True Wealth Design, LLC | 19 | $1.51K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 20 | $1.59K | 0.00% | −1−4.8% | Reduced |
| Optiver Holding B.V. | 22 | $1.75K | 0.00% | −12−35.3% | Reduced |
| Los Angeles Capital Management LLC | 24 | $1.90K | 0.00% | −2,325−99.0% | Reduced |
| UMA Financial Services, Inc. | 24 | $1.90K | 0.00% | +8+50.0% | Added |
| Smartleaf Asset Management LLC | 28 | $2.22K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 30 | $2.38K | 0.00% | −6−16.7% | Reduced |
| Red Tortoise LLC | 31 | $2.46K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $3.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 43 | $3.41K | 0.00% | +38+760.0% | Added |
| Creative Financial Designs Inc | 45 | $3.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 70 | $5.55K | 0.00% | +1+1.4% | Added |
| Private Wealth Management Group, LLC | 73 | $5.79K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 75 | $5.95K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 79 | $6.27K | 0.00% | +79 | New |
| Covestor Ltd | 106 | $8.00K | 0.01% | +106 | New |
| Allworth Financial LP | 109 | $8.65K | 0.00% | +4+3.8% | Added |
| 1 North Wealth Services LLC | 115 | $9.12K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 127 | $10.0K | 0.00% | +52+69.3% | Added |
| WealthCollab, LLC | 127 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 135 | $10.7K | 0.00% | −78−36.6% | Reduced |
| Jones Financial Companies LLLP | 149 | $11.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 151 | $12.0K | 0.00% | −14−8.5% | Reduced |
| Capital Advisors, Ltd. LLC | 166 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 164 | $13.0K | 0.00% | +9+5.8% | Added |
| Farther Finance Advisors, LLC | 159 | $13.1K | 0.00% | +5+3.2% | Added |
| Bessemer Group Inc | 182 | $15.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 192 | $15.8K | 0.00% | +128+200.0% | Added |
| Quadrant Capital Group LLC | 223 | $17.7K | 0.00% | +58+35.2% | Added |
| EverSource Wealth Advisors, LLC | 229 | $18.2K | 0.00% | +39+20.5% | Added |
| US Bancorp | 254 | $20.1K | 0.00% | +4+1.6% | Added |
| First Horizon Corp | 266 | $21.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 277 | $22.0K | 0.01% | +1+0.4% | Added |
| Signaturefd, LLC | 277 | $22.0K | 0.00% | +33+13.5% | Added |
| Hantz Financial Services, Inc. | 306 | $24.0K | 0.00% | −16−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 339 | $26.9K | 0.00% | −882−72.2% | Reduced |
| Public Employees Retirement System of Ohio | 373 | $29.6K | 0.00% | −5−1.3% | Reduced |
| GWM Advisors LLC | 373 | $29.6K | 0.00% | +40+12.0% | Added |
| Sound Income Strategies, LLC | 404 | $33.4K | 0.00% | +243+150.9% | Added |
| Heritage Wealth Advisors | 500 | $39.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $39.7K | 0.01% | 00.0% | Unchanged |
| Stance Capital LLC | 526 | $41.7K | 0.02% | +526 | New |
| HM Payson & Co | 542 | $43.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 543 | $43.1K | 0.00% | +11+2.1% | Added |
| Simplex Trading, LLC | 574 | $45.5K | 0.00% | +574 | New |
| Leonteq Securities AG | 592 | $47.0K | 0.00% | +21+3.7% | Added |
| Virtus ETF Advisers LLC | 649 | $51.5K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 656 | $52.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 662 | $52.5K | 0.01% | +20+3.1% | Added |
| Versant Capital Management, Inc | 781 | $62.0K | 0.01% | +420+116.3% | Added |
| Parallel Advisors, LLC | 822 | $65.2K | 0.00% | +327+66.1% | Added |
| Northwestern Mutual Wealth Management Co | 970 | $77.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,229 | $97.0K | 0.00% | −5,639−82.1% | Reduced |
| Larson Financial Group LLC | 1,284 | $101.9K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,420 | $112.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,672 | $132.7K | 0.00% | +173+11.5% | Added |
| State of Wyoming | 1,703 | $135.1K | 0.02% | +1,703 | New |
| Barclays PLC | 1,776 | $140.9K | 0.00% | −11,212−86.3% | Reduced |
| KLP Kapitalforvaltning AS | 1,900 | $150.7K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,998 | $158.5K | 0.01% | +519+35.1% | Added |
| Fifth Third Bancorp | 2,005 | $159.1K | 0.00% | +1,905+1,905.0% | Added |
| Ensign Peak Advisors, Inc | 2,022 | $160.4K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 2,042 | $162.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,084 | $165.3K | 0.00% | +55+2.7% | Added |
| Vanguard Investments Australia, Ltd. | 2,117 | $167.9K | 0.00% | +2,117 | New |
| Police & Firemen's Retirement System of New Jersey | 2,242 | $177.9K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,291 | $182.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,574 | $204.0K | 0.00% | −32−1.2% | Reduced |
| Empowered Funds, LLC | 2,579 | $204.6K | 0.00% | +2,579 | New |
| Twelve Points Wealth Management LLC | 2,687 | $213.2K | 0.05% | +2,687 | New |
| AE Wealth Management LLC | 2,705 | $214.6K | 0.00% | +2,705 | New |
| Two Sigma Securities, LLC | 2,710 | $215.0K | 0.02% | +2,710 | New |
| Caxton Associates LLP | 2,750 | $218.2K | 0.01% | +2,750 | New |
| Schonfeld Strategic Advisors LLC | 2,774 | $220.1K | 0.00% | +2,774 | New |
| New York State Common Retirement Fund | 2,776 | $220.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 3,000 | $238.0K | 0.00% | +3,000 | New |
| Ballentine Partners, LLC | 3,047 | $241.7K | 0.00% | −229−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,195 | $253.5K | 0.00% | −983−23.5% | Reduced |
| Central Pacific Bank - Trust Division | 3,200 | $253.9K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,303 | $262.0K | 0.00% | −980−22.9% | Reduced |