Jacobs Solutions Inc (J) — 13F Holders Deep Dive (Q2 2026)

J ranks #583 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

J is a top-conviction position for L1 Capital International Pty Ltd — at 5.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in J belongs to BlackRock, Inc., but the position matters far more to L1 Capital International Pty Ltd, who has 5.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Zwj Investment Counsel Inc has added to its J position for two straight quarters, increasing it by $5.8M to reach $33.6M today.

Ninety One UK Ltd has trimmed its J position for two straight quarters, cutting it by $204.3M while still holding $210.0M.

J is down 0.6% today, but institutions show net buying of $3.2B this quarter — a divergence between today's price move and the underlying institutional flow.

J posted net income of $338.4M over the trailing twelve months.

• Profitable — net income of $338.4M over the trailing twelve months
• Revenue grew 49.7% year over year
• Net income declined year over year, from $459.9M to $338.4M
• Generated $686.7M in positive operating cash flow
• Current ratio of 1.30x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting