JAMES INVESTMENT RESEARCH, INC.
All 13F Filings
- Location
- Alpha, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 936,193
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 373 | 936,193 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q2 2026 | 7/24/2026 | 375 | 983,780 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q1 2026 | 4/24/2026 | 359 | 891,239 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q4 2025 | 1/29/2026 | 361 | 915,754 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q3 2025 | 10/31/2025 | 356 | 914,862 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q2 2025 | 8/1/2025 | 338 | 841,034 | 13F-HR | JAMES INVESTMENT RESEARCH, INC. |
| Q2 2014 | 7/22/2014 | 507 | 3,144,009 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
| Q1 2014 | 4/24/2014 | 508 | 3,125,427 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
| Q4 2013 | 1/23/2014 | 532 | 3,183,899 | 13F-HR | JAMES INVESTMENT RESEARCH INC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 666.3 K | 71.3% | 0 | 34.21 K | -34.21 K |
| ETFs | 241.1 K | 25.8% | 0 | 13.69 K | -13.69 K |
| Debt | 26.06 K | 2.8% | 71 | 0 | 71 |
| Other | 564 | 0.1% | 191 | 0 | 191 |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
936,193
Holdings
373
QoQ value change ($000)
-47,587
(-4.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.