JLL
Jones Lang Lasalle Inc
8 super-investors hold JLL worth a combined $447M. The largest position: John Rogers at 3.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 34 — ranked #240 of 724 scored stocks.
Why super-investors own JLL
John Rogers at Ariel Investments is the defining force behind the cohort's $447M combined position, with his $312M stake representing 3.5% of his portfolio — the highest concentration in the group and roughly 70% of total cohort exposure. Activity in 2026Q1 was minimal: Vulcan Value Partners made a small trim, and no one added or initiated. The ownership count has been static at 8 holders for at least two quarters of recent data, and the eight-quarter trend line shows the broader cohort was far smaller before Rogers's position scaled up. Interest is neither rising nor fading — this is a concentrated, stable holding anchored almost entirely by one manager, with the remaining owners carrying modest single-digit or sub-percent allocations.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 3.5% | 40q | $312M | 1,024,277 |
| 2 | Sarah Ketterer | 0.7% | 20q | $57M | 186,274 |
| 3 | Vulcan Value Partners | 0.9% | 39q | $33M | 109,549 |
| 4 | Joel Greenblatt | <0.1% | 35q | $25M | 81,878 |
| 5 | Third Avenue Management | 1.6% | 13q | $10M | 32,407 |
| 6 | Robert Olstein | 1.4% | 21q | $6M | 21,000 |
| 7 | Christopher Davis | <0.1% | — 1q | $4M | 12,395 |
| 8 | First Eagle Investment Management | 0.0% | 2q | $4K | 14 |
- 1John Rogersport3.5%val$312M1,024,277 sh·40q held
- 2Sarah Kettererport0.7%val$57M186,274 sh·20q held
- 3Vulcan Value Partnersport0.9%val$33M109,549 sh·39q held
- 4Joel Greenblattport<0.1%val$25M81,878 sh·35q held
- 5Third Avenue Managementport1.6%val$10M32,407 sh·13q held
- 6Robert Olsteinport1.4%val$6M21,000 sh·21q held
- 7Christopher Davisport<0.1%val$4M12,395 sh·—1q held
- 8First Eagle Investment Managementport0.0%val$4K14 sh·2q held
Owners of JLL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Vulcan Value Partners | TRIM | 0.9% | -27% | $33M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 48020Q107. Not investment advice.