STOCK TITAN

Dodge & Cox holds 9.4% of Johnson Controls (NYSE: JCI) — 57.5M shares

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Johnson Controls International PLC disclosure: Dodge & Cox filed Amendment No. 11 to report beneficial ownership of 57,506,214 ordinary shares, representing 9.4% of the class as shown in the filing. The filing lists sole voting power for 55,399,089 shares and sole dispositive power for 57,506,214 shares. The filing also states that the clients of Dodge & Cox have the right to receive dividends and proceeds from sales of these shares. The amendment is signed by the firm’s Chief Compliance Officer.

Positive

  • None.

Negative

  • None.

Insights

Dodge & Cox discloses a meaningful passive stake.

The filing reports 57,506,214 shares equal to 9.4% of Johnson Controls ordinary shares. This filing is a Schedule 13G/A disclosure of beneficial ownership rather than an active change-of-control filing, indicating passive investor status under the terms of the form.

Cashflow treatment and any trading plans are not stated; subsequent filings would show trading activity if holders change their posture.

Voting and dispositive powers are delineated precisely.

The amendment attributes sole voting power to Dodge & Cox for 55,399,089 shares and sole dispositive power for 57,506,214 shares, which clarifies who can direct votes and dispositions for that stake.

The filing notes the rights belong to Dodge & Cox clients; this attribution affects how the position is interpreted for governance engagement and proxy considerations.

Beneficial ownership 57,506,214 shares Amount beneficially owned per filing
Percent of class 9.4% Percent of ordinary shares per filing
Sole voting power 55,399,089 shares Shares Dodge & Cox has sole power to vote
Sole dispositive power 57,506,214 shares Shares Dodge & Cox has sole power to dispose
beneficially owned regulatory
"Item 4. Amount beneficially owned: 57,506,214"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power regulatory
"Sole power to vote or to direct the vote: 55,399,089"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 57,506,214"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G/A regulatory
"Form Type: SCHEDULE 13G/A (Amendment No. 11)"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.





G51502105

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Dodge & Cox
Signature:/S/ Katherine M. Primas
Name/Title:Chief Compliance Officer
Date:05/14/2026

FAQ

What stake does Dodge & Cox report in Johnson Controls (JCI)?

Dodge & Cox reports beneficial ownership of 57,506,214 shares, representing 9.4% of Johnson Controls ordinary shares as shown in the filing.

How much voting power does Dodge & Cox have in JCI?

The filing shows sole voting power for 55,399,089 shares, with 0 shared voting power reported in the amendment.

Who holds the economic rights to the shares Dodge & Cox reports?

The filing states the clients of Dodge & Cox, including registered investment companies and managed accounts, have the right to receive dividends and sale proceeds for the reported shares.

What form was filed to disclose this position in JCI?

An Amendment (Schedule 13G/A) was filed to report the beneficial ownership and related voting/dispositive powers for the listed shares.

When was the Schedule 13G/A amendment signed?

The amendment is signed by Katherine M. Primas, Chief Compliance Officer, with the signature dated 05/14/2026 in the filing excerpt.