Wellington Management Amends Johnson Controls Stake

TL;DR

**Wellington Management just updated their Johnson Controls stake, watch for market reaction.**

AI Summary

Wellington Management Group LLP, a major investment firm, filed an amended SC 13G/A on February 8, 2024, indicating a change in their ownership of Johnson Controls International plc common stock as of December 29, 2023. This filing, an Amendment No. 2, updates their previous disclosures regarding their passive investment in the building technology company. This matters to investors because it signals a potential shift in a significant institutional holder's position, which could influence market sentiment or liquidity for Johnson Controls stock.

Why It Matters

Changes in large institutional holdings can signal shifts in confidence or investment strategy, potentially impacting a stock's price and trading volume.

Risk Assessment

Risk Level: low — This filing is a routine update from a passive investor and does not indicate any immediate, significant risk to the company or its stock.

Analyst Insight

Investors should monitor subsequent filings from Wellington Management Group LLP or other institutional investors to understand the full scope of any changes in ownership, as this filing only indicates an amendment without specifying the magnitude of the change.

Key Players & Entities

• Wellington Management Group LLP (company) — the entity filing the SC 13G/A
• Johnson Controls International plc (company) — the subject company whose shares are being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the date the SC 13G/A was filed

FAQ

From the Filing

0000902219-24-000025.txt : 20240208 0000902219-24-000025.hdr.sgml : 20240208 20240208100308 ACCESSION NUMBER: 0000902219-24-000025 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: Johnson Controls International plc CENTRAL INDEX KEY: 0000833444 STANDARD INDUSTRIAL CLASSIFICATION: AIR COND & WARM AIR HEATING EQUIP & COMM & INDL REFRIG EQUIP [3585] ORGANIZATION NAME: 06 Technology IRS NUMBER: 000000000 STATE OF INCORPORATION: L2 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-43685 FILM NUMBER: 24607213 BUSINESS ADDRESS: STREET 1: ONE ALBERT QUAY STREET 2: ALBERT QUAY CITY: CORK STATE: L2 ZIP: 00000 BUSINESS PHONE: 414-524-1200 MAIL ADDRESS: STREET 1: 5757 N. GREEN BAY AVENUE STREET 2: P.O. BOX 591 CITY: MILWAUKEE STATE: WI ZIP: 53201 FORMER COMPANY: FORMER CONFORMED NAME: TYCO INTERNATIONAL plc DATE OF NAME CHANGE: 20141117 FORMER COMPANY: FORMER CONFORMED NAME: TYCO INTERNATIONAL LTD DATE OF NAME CHANGE: 20100408 FORMER COMPANY: FORMER CONFORMED NAME: TYCO INTERNATIONAL LTD /BER/ DATE OF NAME CHANGE: 19970715 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: WELLINGTON MANAGEMENT GROUP LLP CENTRAL INDEX KEY: 0000902219 STANDARD INDUSTRIAL CLASSIFICATION: UNKNOWN SIC - 0000 [0000] ORGANIZATION NAME: IRS NUMBER: 042683227 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 BUSINESS PHONE: 6179515000 MAIL ADDRESS: STREET 1: C/O WELLINGTON MANAGEMENT COMPANY LLP STREET 2: 280 CONGRESS STREET CITY: BOSTON STATE: MA ZIP: 02210 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO LLP DATE OF NAME CHANGE: 19960930 FORMER COMPANY: FORMER CONFORMED NAME: WELLINGTON MANAGEMENT CO DATE OF NAME CHANGE: 19930426 SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 ) * Johnson Controls International plc (Name of Issuer) Common Stock (Title of Class of Securities) G51502105 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. G51502105 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 31,476,374 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 33,078,679 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 33,078,679 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 4.86% 12. TYPE OF REPORTING PERSON HC CUSIP No. G51502105 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OW