Jack Henry & Associates Inc
Ownership
Ownership Structure
Who owns Jack Henry & Associates Inc (JKHY)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 99.3% of the shares are freely tradable; institutional investors hold 106.8%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 8.50 | 5,958,055 | -0.3 | 03/31/2026 |
| Kayne Anderson Rudnick Investment Management LLC | 7.79 | 5,459,640 | -6.8 | 03/31/2026 |
| Vanguard Capital Management, LLC | 6.68 | 4,680,410 | +0.0 | 03/31/2026 |
| State Street Corp | 5.64 | 3,954,964 | -2.0 | 03/31/2026 |
| Vanguard Portfolio Management, LLC | 5.12 | 3,591,967 | +0.0 | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 3.83 | 2,683,848 | +9.5 | 03/31/2026 |
| Geode Capital Management, LLC | 3.28 | 2,302,143 | +8.2 | 03/31/2026 |
| CIBC Bancorp USA Inc. | 2.72 | 1,910,530 | +18,917.8 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| UBS: Global Equity | 3.35 | 2,351,133 | +0.0 | 03/31/2026 |
| Vanguard MStar Total Stk Mkt Idx Invest | 3.23 | 2,262,406 | +0.3 | 07/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Foss David B | Director | 129,353 | 20,204,939 $ | Jul 14, 2026 | direct |
| Adelson Gregory R. | President & CEO | 30,128 | 4,705,994 $ | Aug 27, 2026 | indirect |
| Swearingen Renee Ann | Sr VP & Chief Accounting Offic | 14,003 | 2,187,269 $ | Aug 27, 2026 | indirect |
| Morgan Craig Keith | CLO & Secretary | 10,636 | 1,661,343 $ | Aug 27, 2026 | direct |
| Carsley Mimi | CFO and Treasurer | 7,444 | 1,162,753 $ | Aug 4, 2026 | direct |
| McLachlan Shanon G. | COO | 3,068 | 479,222 $ | Aug 27, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 532 | 172.39 | 91,711 |
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 1,206 | 0.00 | – |
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 226 | 172.39 | 38,960 |
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 513 | 0.00 | – |
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 498 | 172.39 | 85,850 |
| Aug 27, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 1,130 | 0.00 | – |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 1,162 | 172.39 | 200,317 |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 2,620 | 0.00 | – |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 495 | 172.39 | 85,333 |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 1,114 | 0.00 | – |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 1,090 | 172.39 | 187,905 |
| Aug 27, 2026 | Adelson Gregory R. | President & CEO | Other | 2,456 | 0.00 | – |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 167 | 172.39 | 28,789 |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 378 | 0.00 | – |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 71 | 172.39 | 12,240 |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 161 | 0.00 | – |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 157 | 172.39 | 27,065 |
| Aug 27, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 355 | 0.00 | – |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 73 | 172.39 | 12,584 |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 196 | 0.00 | – |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 68 | 172.39 | 11,723 |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 183 | 0.00 | – |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 31 | 172.39 | 5,344 |
| Aug 27, 2026 | McLachlan Shanon G. | COO | Other | 83 | 0.00 | – |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 2,122 | 156.53 | 332,157 |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 4,783 | – | – |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 1,738 | 156.53 | 272,049 |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 3,917 | – | – |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 646 | 156.53 | 101,118 |
| Aug 4, 2026 | Adelson Gregory R. | President & CEO | Other | 1,455 | – | – |
| Aug 4, 2026 | Carsley Mimi | CFO and Treasurer | Other | 769 | 156.53 | 120,372 |
| Aug 4, 2026 | Carsley Mimi | CFO and Treasurer | Other | 1,751 | – | – |
| Aug 4, 2026 | Carsley Mimi | CFO and Treasurer | Other | 642 | 156.53 | 100,492 |
| Aug 4, 2026 | Carsley Mimi | CFO and Treasurer | Other | 1,462 | – | – |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 358 | 156.53 | 56,038 |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 969 | – | – |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 289 | 156.53 | 45,237 |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 783 | – | – |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 80 | 156.53 | 12,522 |
| Aug 4, 2026 | McLachlan Shanon G. | COO | Other | 217 | – | – |
| Aug 4, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 262 | 156.53 | 41,011 |
| Aug 4, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 594 | – | – |
| Aug 4, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 295 | 156.53 | 46,176 |
| Aug 4, 2026 | Morgan Craig Keith | CLO & Secretary | Other | 669 | – | – |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 103 | 156.53 | 16,123 |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 233 | – | – |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 98 | 156.53 | 15,340 |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 222 | – | – |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 93 | 156.53 | 14,557 |
| Aug 4, 2026 | Swearingen Renee Ann | Sr VP & Chief Accounting Offic | Other | 210 | – | – |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.