New Positions
3 managers initiated
Top five by reported value
- KIM, LLC$25.7M
- RAYMOND JAMES FINANCIAL INC$24.5K
- Brinker Capital Investments, LLC$9.8K
JetBlue Airways Corp NASDAQ NMS - GLOBAL MARKET:JBLU
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new8 added17 reduced3 exited
Total Institutional Holders
28
as of 2025-12-31
Top Holder
Kohlberg Kravis Roberts & Co. L.P.
$90.7M
Largest QoQ Increase
KIM, LLC
+26,126,000 sh
Largest QoQ Decrease
NEW YORK STATE COMMON RETIREMENT FUND
-44,650,000 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| KIM, LLC | 26,126,000 | +26,126,000 | $25.7M | +$25.7M | — |
| RAYMOND JAMES FINANCIAL INC | 25,000 | +25,000 | $24.5K | +$24.5K | — |
| Brinker Capital Investments, LLC | 10,000 | +10,000 | $9.8K | +$9.8K | — |
Added To(8)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| OAKTREE CAPITAL MANAGEMENT LP | 90,530,000 | +22,267,000 | $89.0M | +$22.4M | 32.6% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 15,000,000 | +13,500,000 | $13.4M | +$11.9M | 900.0% |
| PIPER SANDLER & CO. | 16,795,000 | +9,099,000 | $16.4M | +$8.9M | 118.2% |
| K2 PRINCIPAL FUND, L.P. | 13,824 | +3,824 | $13.6M | +$3.9M | 38.2% |
| Fort Baker Capital Management LP | 11,366,000 | +3,000,000 | $11.2M | +$3.0M | 35.9% |
| Russell Investments Group, Ltd. | 4,433,000 | +330,000 | $4.4M | +$363.2K | 8.0% |
| Oaktree Fund Advisors, LLC | 395,000 | +165,000 | $388.5K | +$163.9K | 71.7% |
| Chicago Capital Management, LLC | 5,920 | +50 | $5.8M | +$112.3K | 0.8% |
Reduced(17)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 92,172,000 | -29,654,000 | $90.7M | -$28.3M | -24.3% |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | 5,777,000 | -2,361,000 | $5.7M | -$2.2M | -29.0% |
| MARSHALL WACE, LLP | 32,000,000 | 0 | $31.5M | +$336.0K | 0.0% |
| CITIGROUP INC | 3,792,000 | -250,000 | $3.7M | -$215.5K | -6.2% |
| STATE STREET CORP | 6,200,000 | -100,000 | $6.1M | -$39.7K | -1.6% |
| AVIVA PLC | 2,115,000 | 0 | $2.1M | +$29.2K | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,800,000 | 0 | $2.8M | +$26.2K | 0.0% |
| BlackRock, Inc. | 3,306,000 | 0 | $3.2M | +$23.8K | 0.0% |
| Pinnacle Holdings, LLC | 1,705,000 | 0 | $1.7M | +$23.5K | 0.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,700,000 | 0 | $2.6M | +$19.5K | 0.0% |
| Royal Bank of Canada | 10,000 | -10,000 | $10.0K | -$8.0K | -50.0% |
| Compass Wealth Management LLC | 450,000 | 0 | $441.3K | +$4.3K | 0.0% |
| ZAZOVE ASSOCIATES LLC | 400,000 | 0 | $393.9K | +$4.2K | 0.0% |
| Selective Wealth Management, Inc. | 20,000 | 0 | $19.6K | +$269 | 0.0% |
| LPL Financial LLC | 10,000 | 0 | $9.8K | +$137 | 0.0% |
| MORGAN STANLEY | 2,000 | 0 | $2.0K | +$14 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 469,000 | 0 | $455.5K | $0 | 0.0% |
Sold Out(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| NEW YORK STATE COMMON RETIREMENT FUND | 0 | -44,650,000 | $0 | -$35.1M | — |
| MILLENNIUM MANAGEMENT LLC | 0 | -24,126,000 | $0 | -$23.5M | — |
| Abacus Planning Group, Inc. | 0 | -50,000 | $0 | -$48.3K | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Kohlberg Kravis Roberts & Co. L.P. | 92,172,000 | $90.7M | -29,654,000 | -24.3% |
| OAKTREE CAPITAL MANAGEMENT LP | 90,530,000 | $89.0M | +22,267,000 | 32.6% |
| MARSHALL WACE, LLP | 32,000,000 | $31.5M | 0 | 0.0% |
| KIM, LLC | 26,126,000 | $25.7M | +26,126,000 | — |
| PIPER SANDLER & CO. | 16,795,000 | $16.4M | +9,099,000 | 118.2% |
| K2 PRINCIPAL FUND, L.P. | 13,824 | $13.6M | +3,824 | 38.2% |
| ONTARIO TEACHERS PENSION PLAN BOARD | 15,000,000 | $13.4M | +13,500,000 | 900.0% |
| Fort Baker Capital Management LP | 11,366,000 | $11.2M | +3,000,000 | 35.9% |
| STATE STREET CORP | 6,200,000 | $6.1M | -100,000 | -1.6% |
| Chicago Capital Management, LLC | 5,920 | $5.8M | +50 | 0.8% |
| PALISADE CAPITAL MANAGEMENT LLC/NJ | 5,777,000 | $5.7M | -2,361,000 | -29.0% |
| Russell Investments Group, Ltd. | 4,433,000 | $4.4M | +330,000 | 8.0% |
| CITIGROUP INC | 3,792,000 | $3.7M | -250,000 | -6.2% |
| BlackRock, Inc. | 3,306,000 | $3.2M | 0 | 0.0% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 2,800,000 | $2.8M | 0 | 0.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 2,700,000 | $2.6M | 0 | 0.0% |
| AVIVA PLC | 2,115,000 | $2.1M | 0 | 0.0% |
| Pinnacle Holdings, LLC | 1,705,000 | $1.7M | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 469,000 | $455.5K | 0 | 0.0% |
| Compass Wealth Management LLC | 450,000 | $441.3K | 0 | 0.0% |
New & Closed Positions this quarter
Closed Positions
3 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for JBLU against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.