Jacobs Solutions Inc.
MX ˙ BMV
SecurityMX:J / Jacobs Solutions Inc.
InstitutionKlingman & Associates, LLC
Latest Disclosed Ownership3,279 shares
Latest Disclosed Value $ 417,352
Klingman & Associates, LLC reports 3.59% decrease in ownership of J / Jacobs Solutions Inc.

On May 14, 2026 - Klingman & Associates, LLC filed a 13F-HR form disclosing ownership of 3,279 shares of Jacobs Solutions Inc. (MX:J) valued at $417,352 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,401 shares of Jacobs Solutions Inc.. This represents a change in shares of -3.59% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F JACOBS SOLUTIONS COM 46982L108 3,279 -122 -3.59 417 -7.33 0.0200
2026-01-29 2025-12-31 13F JACOBS SOLUTIONS COM 46982L108 3,401 157 4.84 450 -7.41 0.0217
2025-10-27 2025-09-30 13F JACOBS SOLUTIONS COM 46982L108 3,244 277 9.34 486 24.62 0.0245
2025-07-30 2025-06-30 13F JACOBS SOLUTIONS COM 46982L108 2,967 19 0.64 390 9.55 0.0215
2025-05-13 2025-03-31 13F JACOBS SOLUTIONS COM 46982L108 2,948 -35 -1.17 356 -10.55 0.0218
2025-01-31 2024-12-31 13F JACOBS SOLUTIONS COM 46982L108 2,983 48 1.64 399 3.65 0.0245
2024-11-01 2024-09-30 13F JACOBS SOLUTIONS COM 46982L108 2,935 -4 -0.14 384 -6.34 0.0238
2024-07-30 2024-06-30 13F JACOBS SOLUTIONS COM 46982L108 2,939 4 0.14 411 -9.09 0.0277
2024-05-01 2024-03-31 13F JACOBS SOLUTIONS COM 46982L108 2,935 0 0.00 451 18.68 0.0313
2024-01-29 2023-12-31 13F JACOBS SOLUTIONS COM 46982L108 2,935 -10 -0.34 381 -5.24 0.0280
2023-10-30 2023-09-30 13F JACOBS SOLUTIONS COM 46982L108 2,945 24 0.82 402 15.56 0.0325
2023-07-31 2023-06-30 13F JACOBS SOLUTIONS COM 46982L108 2,921 -4 -0.14 347 1.17 0.0280
2023-05-03 2023-03-31 13F JACOBS SOLUTIONS COM 46982L108 2,925 -50 -1.68 344 -3.92 0.0296
2023-02-03 2022-12-31 13F JACOBS SOLUTIONS COM 46982L108 2,975 99 3.44 357 14.42 0.0313
2022-10-28 2022-09-30 13F JACOBS SOLUTIONS COM 46982L108 2,876 -23 -0.79 312 -15.45 0.0306
2022-07-27 2022-06-30 13F JACOBS ENGR GROUP COM 469814107 2,899 7 0.24 369 -7.52 0.0361
2022-05-06 2022-03-31 13F JACOBS ENGR GROUP COM 469814107 2,892 15 0.52 399 -0.50 0.0339
2022-01-31 2021-12-31 13F JACOBS ENGR GROUP COM 469814107 2,877 8 0.28 401 5.53 0.0345
2021-11-01 2021-09-30 13F JACOBS ENGR GROUP COM 469814107 2,869 0 0.00 380 -0.78 0.0355
2021-07-27 2021-06-30 13F JACOBS ENGR GROUP COM 469814107 2,869 0 0.00 383 3.23 0.0367
2021-04-29 2021-03-31 13F JACOBS ENGR GROUP COM 469814107 2,869 -500 -14.84 371 1.09 0.0384
2021-02-09 2020-12-31 13F JACOBS ENGR GROUP COM 469814107 3,369 0 0.00 367 17.25 0.0424
2020-11-03 2020-09-30 13F JACOBS ENGR GROUP COM 469814107 3,369 -164 -4.64 313 4.33 0.0421
2020-08-04 2020-06-30 13F JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 300 7.14 0.0459
2020-04-29 2020-03-31 13F JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 280 -11.67 0.0571
2020-01-29 2019-12-31 13F JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 317 -1.86 0.0519
2019-10-22 2019-09-30 13F JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 323 8.39 0.0578
2019-09-27 2019-06-30 13F/A-1 JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 298 12.03 0.0554
2019-05-03 2019-03-31 13F JACOBS ENGR GROUP COM 469814107 3,533 0 0.00 266 28.50 0.0519
2019-01-28 2018-12-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 3,533 0 0.00 207 -23.33 0.0466
2018-10-26 2018-09-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 3,533 0 0.00 270 20.54 0.0553
2018-08-01 2018-06-30 13F JACOBS ENGR GROUP INC DEL COM 469814107 3,533 0 0.00 224 7.18 0.0482
2018-04-25 2018-03-31 13F JACOBS ENGR GROUP INC DEL COM 469814107 3,533 -2,926 -45.30 209 -50.94 0.0469
2018-02-02 2017-12-31 13F JACOBS ENGR GROUP INC DE COM 469814107 6,459 6,459 426 0.0931
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.