JHX — JAMES HARDIE INDS PLC
Reported value held$4.35B
Funds holding (latest)43
SectorIndustrials
Funds holding (Q2 2026)37
Institutional value$4.33B · 164.78M sh
New / Add / Cut / Exit7 / 15 / 14 / 2
Top-5 / Top-10 concentration70.1% / 84.4%
Institutional holdings change
Accumulating +16.2%
(+22.97M sh)
Institutional value change
Up +60.4%
As of Q2 2026, 37 SEC-registered investment managers reported holding JHX (JAMES HARDIE INDS PLC) in their latest 13F filings, with a combined reported value of $4.33B across 164.78M shares. That is +16.2% by share count (+22.97M shares) versus the previous quarter, while reported value moved +60.4%. Ownership is concentrated: the five largest holders account for 70.1% of reported value and the top ten for 84.4%.
Compared with the prior quarter, 7 opened new positions, 15 added to existing stakes, 14 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JHX is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 37 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 40.84M | $1.07B | 0.20% | Reduce |
| Fidelity Management & Research (FMR) history | 37.79M | $989.36M | 0.05% | Add |
| Millennium Management history | 14.09M | $368.83M | 0.14% | Add |
| Invesco Ltd history | 11.91M | $311.90M | 0.03% | New |
| MFS Investment Management history | 10.73M | $299.60M | 0.10% | Reduce |
| JPMorgan Chase & Co history | 6.21M | $163.96M | 0.02% | New |
| BlackRock Inc history | 4.84M | $126.67M | 0.00% | Reduce |
| Point72 Asset Management history | 4.43M | $116.00M | 0.13% | Reduce |
| Goldman Sachs Group history | 4.00M | $104.68M | 0.01% | Add |
| Marshall Wace history | 3.99M | $104.55M | 0.08% | Add |
| Capital Research Global Investors history | 3.61M | $94.50M | 0.01% | New |
| UBS Group AG history | 3.54M | $92.66M | 0.01% | Add |
| Capital World Investors history | 3.20M | $83.71M | 0.01% | Add |
| Renaissance Technologies history | 2.12M | $55.52M | 0.08% | Reduce |
| Citigroup Inc history | 1.97M | $51.67M | 0.02% | Reduce |
| Morgan Stanley history | 1.92M | $50.30M | 0.00% | Reduce |
| Bank of America Corp history | 1.61M | $42.25M | 0.00% | Add |
| Citadel Advisors history | 1.46M | $38.35M | 0.01% | Reduce |
| Moore Capital Management history | 1.25M | $32.84M | 0.51% | Add |
| Baron Funds history | 1.22M | $31.98M | 0.08% | New |
| Geode Capital Management history | 779.83K | $20.42M | 0.00% | Reduce |
| Davidson Kempner Capital Management history | 675.00K | $17.67M | 0.23% | Reduce |
| Balyasny Asset Management history | 565.25K | $14.80M | 0.02% | Reduce |
| BNY Mellon history | 499.24K | $13.07M | 0.00% | Add |
| Northern Trust Corp history | 408.28K | $10.69M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 288.48K | $7.55M | 0.00% | Add |
| Bridgewater Associates history | 263.56K | $6.90M | 0.03% | New |
| Wells Fargo & Co history | 153.89K | $4.03M | 0.00% | Add |
| Steadfast Capital Management history | 144.80K | $3.79M | 0.12% | Hold |
| Franklin Resources history | 50.37K | $1.32M | 0.00% | Add |
| First Eagle Investment Management history | 48.18K | $1.26M | 0.00% | Add |
| Norges Bank Investment Management history | 25.74K | $673.85K | 0.00% | Add |
| AQR Capital Management history | 17.69K | $463.07K | 0.00% | Add |
| Two Sigma Investments history | 14.40K | $377.04K | 0.00% | New |
| PNC Financial Services history | 11.84K | $309.87K | 0.00% | Reduce |
| Manulife Financial history | 9.46K | $247.56K | 0.00% | New |
| T. Rowe Price Associates history | 73.66K | $1.93K | 0.00% | Reduce |
Q1 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 52.80M | $1.00B | 0.19% | Add |
| Fidelity Management & Research (FMR) history | 31.25M | $591.96M | 0.03% | Add |
| MFS Investment Management history | 11.61M | $236.59M | 0.08% | Reduce |
| Point72 Asset Management history | 6.28M | $118.86M | 0.16% | Reduce |
| BlackRock Inc history | 5.62M | $106.35M | 0.00% | Add |
| Citadel Advisors history | 5.06M | $95.79M | 0.02% | Reduce |
| Renaissance Technologies history | 3.84M | $72.72M | 0.11% | Add |
| Millennium Management history | 3.37M | $63.87M | 0.03% | Reduce |
| Capital World Investors history | 3.11M | $58.99M | 0.01% | Hold |
| UBS Group AG history | 2.74M | $51.97M | 0.01% | Add |
| Morgan Stanley history | 2.51M | $47.56M | 0.00% | Reduce |
| Citigroup Inc history | 2.16M | $40.88M | 0.02% | Add |
| Marshall Wace history | 2.05M | $38.81M | 0.04% | Hold |
| Goldman Sachs Group history | 1.86M | $35.31M | 0.00% | Add |
| Balyasny Asset Management history | 1.66M | $31.46M | 0.04% | Add |
| Bank of America Corp history | 1.51M | $28.65M | 0.00% | Add |
| Davidson Kempner Capital Management history | 1.05M | $19.89M | 0.30% | New |
| Geode Capital Management history | 917.86K | $17.38M | 0.00% | Add |
| Moore Capital Management history | 916.67K | $17.36M | 0.36% | Reduce |
| Northern Trust Corp history | 478.46K | $9.06M | 0.00% | Reduce |
| BNY Mellon history | 309.39K | $5.86M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 153.72K | $2.91M | 0.00% | Add |
| Steadfast Capital Management history | 144.80K | $2.74M | 0.09% | New |
| Wells Fargo & Co history | 114.50K | $2.17M | 0.00% | Reduce |
| D. E. Shaw & Co history | 70.93K | $1.34M | 0.00% | New |
| Franklin Resources history | 45.18K | $855.69K | 0.00% | Reduce |
| Maverick Capital history | 35.53K | $672.96K | 0.01% | New |
| First Eagle Investment Management history | 31.18K | $590.47K | 0.00% | Add |
| PNC Financial Services history | 13.43K | $254.44K | 0.00% | Reduce |
| AQR Capital Management history | 12.56K | $232.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | 77.15K | $1.46K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 52.41M | $1.09B | 0.20% | Add |
| MFS Investment Management history | 12.63M | $262.15M | 0.09% | Reduce |
| Fidelity Management & Research (FMR) history | 11.09M | $230.09M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 9.69M | $201.07M | 0.03% | Add |
| Citadel Advisors history | 8.04M | $166.77M | 0.03% | Add |
| Point72 Asset Management history | 7.35M | $152.55M | 0.18% | Add |
| BlackRock Inc history | 4.28M | $88.80M | 0.00% | Reduce |
| Morgan Stanley history | 3.93M | $81.46M | 0.01% | Reduce |
| Millennium Management history | 3.56M | $73.84M | 0.03% | Reduce |
| Capital World Investors history | 3.11M | $64.62M | 0.01% | Reduce |
| Renaissance Technologies history | 2.59M | $53.64M | 0.08% | New |
| Marshall Wace history | 2.05M | $42.45M | 0.04% | Add |
| UBS Group AG history | 1.78M | $36.97M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.65M | $34.19M | 0.00% | Add |
| Moore Capital Management history | 1.44M | $29.93M | 0.43% | Add |
| Geode Capital Management history | 911.28K | $18.91M | 0.00% | Hold |
| Bank of America Corp history | 833.09K | $17.29M | 0.00% | Reduce |
| Arrowstreet Capital history | 635.34K | $13.18M | 0.01% | New |
| Northern Trust Corp history | 557.15K | $11.56M | 0.00% | Reduce |
| BNY Mellon history | 312.67K | $6.49M | 0.00% | Reduce |
| Vanguard Group history | 239.31K | $4.97M | 0.00% | Reduce |
| Wells Fargo & Co history | 138.26K | $2.87M | 0.00% | Reduce |
| Citigroup Inc history | 112.85K | $2.34M | 0.00% | Reduce |
| Balyasny Asset Management history | 99.71K | $2.07M | 0.00% | Reduce |
| AQR Capital Management history | 66.23K | $1.37M | 0.00% | Add |
| Franklin Resources history | 46.69K | $968.84K | 0.00% | New |
| Charles Schwab Investment Management history | 43.28K | $898.10K | 0.00% | Reduce |
| First Eagle Investment Management history | 29.68K | $615.78K | 0.00% | Add |
| PNC Financial Services history | 14.41K | $298.97K | 0.00% | Reduce |
| Norges Bank Investment Management history | 10.28K | $213.37K | 0.00% | New |
| Manulife Financial history | 9.68K | $200.88K | 0.00% | Reduce |
| T. Rowe Price Associates history | 68.47K | $1.42K | 0.00% | Add |
| CPP Investments history | 1 | $21 | 0.00% | Hold |
Q3 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 50.65M | $972.98M | 0.17% | New |
| MFS Investment Management history | 13.60M | $261.27M | 0.08% | New |
| Fidelity Management & Research (FMR) history | 11.87M | $228.03M | 0.01% | New |
| Point72 Asset Management history | 6.89M | $132.40M | 0.23% | New |
| BlackRock Inc history | 4.51M | $86.66M | 0.00% | New |
| Capital World Investors history | 4.48M | $86.12M | 0.01% | New |
| Morgan Stanley history | 4.40M | $84.49M | 0.01% | New |
| Millennium Management history | 3.74M | $71.88M | 0.03% | New |
| UBS Group AG history | 3.31M | $63.60M | 0.01% | New |
| Citadel Advisors history | 1.89M | $36.31M | 0.01% | New |
| Marshall Wace history | 1.46M | $28.03M | 0.03% | Add |
| Goldman Sachs Group history | 1.27M | $24.37M | 0.00% | New |
| Bank of America Corp history | 1.12M | $21.60M | 0.00% | New |
| Moore Capital Management history | 1.02M | $19.57M | 0.27% | New |
| Geode Capital Management history | 913.13K | $17.54M | 0.00% | New |
| Northern Trust Corp history | 634.81K | $12.19M | 0.00% | New |
| BNY Mellon history | 388.13K | $7.46M | 0.00% | New |
| Balyasny Asset Management history | 349.41K | $6.71M | 0.01% | New |
| Citigroup Inc history | 272.17K | $5.23M | 0.00% | New |
| Vanguard Group history | 266.12K | $5.11M | 0.00% | New |
| Wells Fargo & Co history | 144.56K | $2.78M | 0.00% | New |
| Charles Schwab Investment Management history | 89.00K | $1.71M | 0.00% | New |
| AQR Capital Management history | 57.79K | $1.11M | 0.00% | New |
| D. E. Shaw & Co history | 33.01K | $634.03K | 0.00% | New |
| PNC Financial Services history | 23.05K | $442.73K | 0.00% | New |
| First Eagle Investment Management history | 19.68K | $377.98K | 0.00% | New |
| JPMorgan Chase & Co history | 17.30K | $332.41K | 0.00% | New |
| Prudential Financial history | 14.27K | $274.20K | 0.00% | New |
| Manulife Financial history | 10.00K | $192.10K | 0.00% | New |
| T. Rowe Price Associates history | 61.72K | $1.19K | 0.00% | New |
| CPP Investments history | 1 | $19 | 0.00% | New |
Q2 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Marshall Wace history | 1.17M | $31.34M | 0.04% | New |
New Positions (Q2 2026)
- Invesco Ltd 11.91M sh · $311.90M
- JPMorgan Chase & Co 6.21M sh · $163.96M
- Capital Research Global Investors 3.61M sh · $94.50M
- Baron Funds 1.22M sh · $31.98M
- Bridgewater Associates 263.56K sh · $6.90M
- Two Sigma Investments 14.40K sh · $377.04K
- Manulife Financial 9.46K sh · $247.56K
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 70.93K sh · $1.34M
- Maverick Capital sold 35.53K sh · $672.96K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|---|
| Wellington Management Group | 40.84M | 52.80M | 52.41M | 50.65M | — |
| Fidelity Management & Research (FMR) | 37.79M | 31.25M | 11.09M | 11.87M | — |
| Millennium Management | 14.09M | 3.37M | 3.56M | 3.74M | — |
| Invesco Ltd | 11.91M | — | — | — | — |
| MFS Investment Management | 10.73M | 11.61M | 12.63M | 13.60M | — |
| JPMorgan Chase & Co | 6.21M | — | 9.69M | 17.30K | — |
| BlackRock Inc | 4.84M | 5.62M | 4.28M | 4.51M | — |
| Point72 Asset Management | 4.43M | 6.28M | 7.35M | 6.89M | — |
| Goldman Sachs Group | 4.00M | 1.86M | 1.65M | 1.27M | — |
| Marshall Wace | 3.99M | 2.05M | 2.05M | 1.46M | 1.17M |
| Capital Research Global Investors | 3.61M | — | — | — | — |
| UBS Group AG | 3.54M | 2.74M | 1.78M | 3.31M | — |
| Capital World Investors | 3.20M | 3.11M | 3.11M | 4.48M | — |
| Renaissance Technologies | 2.12M | 3.84M | 2.59M | — | — |
| Citigroup Inc | 1.97M | 2.16M | 112.85K | 272.17K | — |
| Morgan Stanley | 1.92M | 2.51M | 3.93M | 4.40M | — |
| Bank of America Corp | 1.61M | 1.51M | 833.09K | 1.12M | — |
| Citadel Advisors | 1.46M | 5.06M | 8.04M | 1.89M | — |
| Moore Capital Management | 1.25M | 916.67K | 1.44M | 1.02M | — |
| Baron Funds | 1.22M | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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