JACK IN THE BOX INC JACK
COM · Common Stock · CUSIP 466367109 · ISIN US4663671091
American fast-food restaurant chain
- SectorConsumer discretionary
- IndustryRetail-Eating Places
- HeadquartersSan Diego, CA
- Founded1951
- Websitejackinthebox.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.0m this quarter). Holder counts are more reliable. Shares outstanding: 18.9m as of 2025-05-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.23. Options: 13 managers hold calls ($13.4m notional), 13 hold puts ($17.2m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 208 |
| Q4 2022 | 201 |
| Q1 2023 | 215 |
| Q2 2023 | 211 |
| Q3 2023 | 209 |
| Q4 2023 | 219 |
| Q1 2024 | 220 |
| Q2 2024 | 210 |
| Q3 2024 | 206 |
| Q4 2024 | 208 |
| Q1 2025 | 203 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 95 | 106 |
| Q3 2023 | 99 | 120 |
| Q4 2023 | 103 | 96 |
| Q1 2024 | 85 | 117 |
| Q2 2024 | 109 | 116 |
| Q3 2024 | 102 | 113 |
| Q4 2024 | 90 | 95 |
| Q1 2025 | 103 | 95 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $32.4m | $52.6m | 1.62 |
| Q3 2024 | $28.9m | $43.4m | 1.50 |
| Q4 2024 | $35.6m | $27.7m | 0.78 |
| Q1 2025 | $13.4m | $17.2m | 1.28 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +481.5k |
| UBS Group AG | Added | +468.9k |
| Callodine Capital Management, LP | Added | +370.3k |
| IPG Investment Advisors LLC | Added | +241.3k |
| Invenomic Capital Management LP | Added | +155.2k |
| LSV ASSET MANAGEMENT | Added | +107.0k |
| MANNING & NAPIER ADVISORS LLC | Added | +95.6k |
| EARNEST PARTNERS LLC | Added | +87.6k |
| Woodline Partners LP | Added | +65.1k |
| Connor, Clark & Lunn Investment Management Ltd. | New | +57.0k |
Biggest sellers
| J. Goldman & Co LP | Reduced | -366.0k |
| BlackRock, Inc. | Reduced | -252.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -229.5k |
| EMERALD ADVISERS, LLC | Reduced | -185.2k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -150.1k |
| EMERALD MUTUAL FUND ADVISERS TRUST | Sold out | -125.6k |
| VANGUARD GROUP INC | Reduced | -119.4k |
| CITADEL ADVISORS LLC | Reduced | -116.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -106.4k |
| BARCLAYS PLC | Reduced | -68.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.5m130.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.8m67.6k shares |
| WOLVERINE TRADING, LLC | Added | $1.7m61.2k shares |
| Walleye Capital LLC | Added | $1.1m40.9k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $976.1k35.9k shares |
| IMC-Chicago, LLC | Added | $829.3k30.5k shares |
| Walleye Trading LLC | Added | $766.8k28.2k shares |
| JANE STREET GROUP, LLC | Added | $687.9k25.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $655.0k24.1k shares |
| Squarepoint Ops LLC | Added | $511.2k18.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.4m199.9k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m105.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.5m53.8k shares |
| IMC-Chicago, LLC | Added | $1.3m47.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m45.3k shares |
| Walleye Capital LLC | Added | $1.1m40.1k shares |
| Crawford Fund Management, LLC | New | $1.1m39.6k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $1.1m39.4k shares |
| Walleye Trading LLC | Reduced | $715.1k26.3k shares |
| Squarepoint Ops LLC | New | $380.7k14.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Biglari Holdings Inc.
13D · may seek influence
no change · filed 2026-01-14
Stated purposeItem 4 is hereby amended to add the following: The Reporting Persons have withdrawn their nomination of Douglas Thompson as a nominee at the Annual Meeting due to his appointment as Chief Operations Officer of CAVA. The Reporting Persons intend to continue to engage in discussions with the Issuer regarding the composition of the Board, including with respect to an alternate, qualified candidate proposed by the Reporting Persons, and, depending on the outcome thereof, may determine to engage in a withhold campaign against one or more directors of the Issuer at the Annual Meeting. Full filing |
10.0% |
| Callodine Capital Management, LP 13G · institution new · filed 2025-08-14 | 8.6% |
| Nantahala Capital Management, LLC 13G · institution new · filed 2026-05-15 | 8.1% |
GreenWood Investors LLC
13D · may seek influence
no change · filed 2026-09-21
Stated purposeItem 4 is hereby amended and supplemented as follows: On September 17, 2026, the Issuer and GreenWood entered into a first amendment to the Cooperation Agreement (the "First Amendment"), which, among other things, extended the term of the Cooperation Agreement for an additional one-year period. Pursuant to the First Amendment, in the event the Board seeks to add a new director, the Issuer has agreed to consult with GreenWood in good faith regarding such prospective director prior to his or her appointment or nomination. Further, the Issuer is required to use its best efforts to hold an investor event no later than June 30, 2027 (the "Investor Day"), and shall consult with GreenWood regarding the scheduling, agenda and materials used in connection with such Investor Day. The foregoing sum… Full filing |
7.1% |
| BlackRock, Inc. 13G · institution -7.5 pts · filed 2025-10-02 | 7.0% |
| GREEN FROG INVESTMENTS INC 13G · passive investor new · filed 2025-08-13 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 5 | $460.3k | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 9 | $1.8m | — |
| Q1 2024 | 0 | — | 3 | $138.7k | — |
| Q2 2024 | 0 | — | 3 | $41.5k | — |
| Q3 2024 | 0 | — | 1 | $33.9k | — |
| Q4 2024 | 0 | — | 8 | $1.3m | — |
| Q1 2025 | 0 | — | 1 | $12.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-20 | Ostrom Ryan Lee EVP, Chief Cust&Digtl Officer | Sold | $12.8k328 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.9m $78.3m | Reduced -252.9k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.1m $56.9m | Reduced -119.4k |
| Capital World Investors 0.01% of their portfolio | 1.6m $43.7m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $33.7m | Added +481.5k |
| UBS Group AG 0.01% of their portfolio | 1.1m $30.2m | Added +468.9k |
| BIGLARI CAPITAL CORP. 4.12% of their portfolio | 1.1m $29.2m | Unchanged |
| LSV ASSET MANAGEMENT 0.07% of their portfolio | 998.2k $27.1m | Added +107.0k |
| STATE STREET CORP 0.00% of their portfolio | 749.4k $20.7m | Reduced -27.3k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 736.8k $19.8m | Reduced -1.5k |
| IPG Investment Advisors LLC 4.26% of their portfolio | 681.9k $18.8m | Added +241.3k |
| Callodine Capital Management, LP 3.06% of their portfolio | 675.7k $18.4m | Added +370.3k |
| Invenomic Capital Management LP 0.71% of their portfolio | 512.0k $13.9m | Added +155.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 462.2k $12.6m | Added +25.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 452.9k $12.3m | Added +1.7k |
| MORGAN STANLEY 0.00% of their portfolio | 395.2k $10.7m | Added +34.4k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 394.5k $10.7m | Reduced -25.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 352.4k $9.6m | Reduced -19.8k |
| EARNEST PARTNERS LLC 0.05% of their portfolio | 350.2k $9.5m | Added +87.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 336.1k $9.1m | Reduced -229.5k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 310.8k $8.4m | Reduced -116.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 212.1k $5.8m | Reduced -7.1k |
| MANNING & NAPIER ADVISORS LLC 0.07% of their portfolio | 200.0k $5.4m | Added +95.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 179.1k $4.9m | Reduced -4.7k |
| Woodline Partners LP 0.03% of their portfolio | 167.2k $4.5m | Added +65.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 163.2k $4.4m | Added +50.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 151.7k $4.1m | Added +165 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 132.8k $3.6m | Added +44.1k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 130.0k $3.5m | Added +38.7k |
| Seven Six Capital Management, LLC 3.08% of their portfolio | 126.2k $3.4m | Added +49.4k |
| Invesco Ltd. 0.00% of their portfolio | 121.0k $3.3m | Added +16.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 110.4k $3.0m | Reduced -18.2k |
| Keeley-Teton Advisors, LLC 0.35% of their portfolio | 104.8k $2.8m | Unchanged |
| Verition Fund Management LLC 0.02% of their portfolio | 101.9k $2.8m | Added +54.6k |
| BIGLARI, SARDAR 5.95% of their portfolio | 96.7k $2.6m | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 94.2k $2.6m | Added +824 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 90.4k $2.5m | Reduced -106.4k |
| Phocas Financial Corp. 0.27% of their portfolio | 64.9k $1.8m | Reduced -3.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 63.4k $1.7m | Added +16.7k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 59.8k $1.6m | Added +12.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 59.5k $1.6m | Reduced -1.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 57.0k $1.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 53.3k $1.4m | Reduced -454 |
| Jump Financial, LLC 0.02% of their portfolio | 52.2k $1.4m | New |
| Bridge City Capital, LLC 0.41% of their portfolio | 49.8k $1.4m | Added +353 |
| Quinn Opportunity Partners LLC 0.09% of their portfolio | 48.8k $1.3m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 47.8k $1.3m | First filing |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 46.2k $1.3m | Reduced -1.7k |
| J. Goldman & Co LP 0.04% of their portfolio | 46.1k $1.3m | Reduced -366.0k |
| Rangeley Capital, LLC 1.35% of their portfolio | 44.0k $1.2m | Added +16.5k |
| Nebula Research & Development LLC 0.11% of their portfolio | 42.8k $1.2m | Added +32.5k |
| Man Group plc 0.00% of their portfolio | 42.0k $1.1m | Added +34.8k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 41.9k $1.1m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 40.2k $1.1m | New |
| Aquatic Capital Management LLC 0.03% of their portfolio | 37.4k $1.0m | Reduced -17.3k |
| Swiss National Bank 0.00% of their portfolio | 36.5k $992.4k | Reduced -1.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 35.3k $958.8k | Added +30.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 34.7k $942.8k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 34.0k $924.0k | Added +5.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 33.9k $921.7k | Added +14.9k |
| FOX RUN MANAGEMENT, L.L.C. 0.14% of their portfolio | 32.4k $880.5k | New |
| INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio | 31.6k $857.8k | Added +10.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 30.2k $821.0k | Reduced -1.7k |
| AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio | 29.9k $812.2k | Added +17.8k |
| BARCLAYS PLC 0.00% of their portfolio | 28.4k $772.1k | Reduced -68.1k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 28.2k $765.5k | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 27.3k $743.4k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.1k $737.6k | Unchanged |
| WOLVERINE TRADING, LLC 0.02% of their portfolio | 24.5k $671.0k | Added +9.6k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 23.3k $632.5k | Reduced -479 |
| Bayforest Capital Ltd 0.27% of their portfolio | 22.7k $617.7k | New |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 22.3k $607.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.1k $600.7k | Reduced -10 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.8k $592.0k | Added +4.0k |
| XTX Topco Ltd 0.03% of their portfolio | 21.2k $577.3k | New |
| SHERBROOKE PARK ADVISERS LLC 0.25% of their portfolio | 20.0k $544.0k | New |
| Shay Capital LLC 0.16% of their portfolio | 19.8k $537.9k | Added +11.4k |
| SG Americas Securities, LLC 0.00% of their portfolio | 19.5k $530.0k | Added +8.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 19.2k $855.0k | Reduced -290 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio | 18.7k $508.7k | New |
| Walleye Capital LLC 0.01% of their portfolio | 18.5k $503.9k | Reduced -7.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 18.4k $500.8k | Reduced -2.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 17.9k $487.2k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.8k $457.7k | Added +1.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.2k $439.3k | Reduced -1.7k |
| Walleye Trading LLC 0.01% of their portfolio | 15.9k $433.3k | Reduced -5.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 15.4k $419.3k | Added +6.6k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 15.3k $416.0k | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 15.0k $407.0k | Reduced -3.3k |
| Inspire Investing, LLC 0.05% of their portfolio | 14.3k $389.2k | Added +3.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 14.1k $382.1k | Added +1.2k |
| Ancora Advisors LLC 0.01% of their portfolio | 14.0k $380.7k | New |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 13.9k $378.0k | Reduced -933 |
| Dynamic Technology Lab Private Ltd 0.05% of their portfolio | 13.5k $368.0k | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 13.0k $352.7k | New |
| Freestone Grove Partners LP 0.00% of their portfolio | 12.5k $338.9k | Added +6.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 12.0k $327.0k | Added +671 |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 12.0k $329.6k | Reduced -12.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.2k $305.4k | Added +323 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 11.2k $303.8k | Reduced -259 |
| Legato Capital Management LLC 0.04% of their portfolio | 11.1k $303.0k | Reduced -182 |