JHX
James Hardie Industries plc · Basic Materials · Construction Materials
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +30.0% ·
net new positions -12.5%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 4.45K | $118,000 | n/a | n/a |
| Q1 2026 | 1 | 0 | 4.67K | $84,000 | n/a | n/a |
| Q4 2025 | 1 | n/a | 4.54K | $93,560 | n/a | n/a |
| Q2 2025 | 8 | -1 | 35.40M | $951.96M | +1 | −2 |
| Q1 2025 | 6 | +1 | 5.31M | $125.11M | +1 | n/a |
| Q4 2024 | 5 | +1 | 245.19K | $7.55M | +2 | −1 |
| Q3 2024 | 3 | -3 | 141.56K | $5.68M | n/a | −3 |
| Q2 2024 | 6 | n/a | 587.11K | $18.52M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 14.08M | +266.5% | $378.67M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | Point72 Asset Management ✦ | 6.90M | New | $185.44M | 0.5% | New | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 6.13M | n/a | $164.88M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 4 | Citadel Advisors ✦ | 3.13M | +3307.3% | $84.09M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | The Vanguard Group ✦ (passive) | 2.20M | n/a | $59.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Millennium Management ✦ | 2.02M | +102.7% | $54.38M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 932.28K | n/a | $25.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | State Street Global Advisors ✦ (passive) | 10.08K | 0.0% | $271,051 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $185.44M | 0.5% |
Exited
| Marshall Wace | $6.42M | was 0.0% |
| Renaissance Technologies | $2.25M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 44.66K shares, $3.29M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 50.00K sh · $1.52M
Officer · 15.00K sh · $456,750
Director · 120.00K sh · $3.61M
Director · 265.10K sh · $8.01M
Director · 118.06K sh · $3.58M
Director · 103.40K sh · $3.12M
Director · 265.00K sh · $8.00M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology