JHX — JAMES HARDIE INDS PLC
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wellington Management Group history | Q2 2026 | 40.84M | $1.07B | 0.20% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 37.79M | $989.36M | 0.05% | Add |
| Millennium Management history | Q2 2026 | 14.09M | $368.83M | 0.14% | Add |
| Invesco Ltd history | Q2 2026 | 11.91M | $311.90M | 0.03% | New |
| MFS Investment Management history | Q2 2026 | 10.73M | $299.60M | 0.10% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 6.21M | $163.96M | 0.02% | New |
| BlackRock Inc history | Q2 2026 | 4.84M | $126.67M | 0.00% | Reduce |
| Point72 Asset Management history | Q2 2026 | 4.43M | $116.00M | 0.13% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 4.00M | $104.68M | 0.01% | Add |
| Marshall Wace history | Q2 2026 | 3.99M | $104.55M | 0.08% | Add |
| Capital Research Global Investors history | Q2 2026 | 3.61M | $94.50M | 0.01% | New |
| UBS Group AG history | Q2 2026 | 3.54M | $92.66M | 0.01% | Add |
| Capital World Investors history | Q2 2026 | 3.20M | $83.71M | 0.01% | Add |
| Renaissance Technologies history | Q2 2026 | 2.12M | $55.52M | 0.08% | Reduce |
| Citigroup Inc history | Q2 2026 | 1.97M | $51.67M | 0.02% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.92M | $50.30M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.61M | $42.25M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 1.46M | $38.35M | 0.01% | Reduce |
| Moore Capital Management history | Q2 2026 | 1.25M | $32.84M | 0.51% | Add |
| Baron Funds history | Q2 2026 | 1.22M | $31.98M | 0.08% | 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 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|
| Wellington Management Group | — | 50.65M | 52.41M | 52.80M | 40.84M |
| Fidelity Management & Research (FMR) | — | 11.87M | 11.09M | 31.25M | 37.79M |
| Millennium Management | — | 3.74M | 3.56M | 3.37M | 14.09M |
| Invesco Ltd | — | — | — | — | 11.91M |
| MFS Investment Management | — | 13.60M | 12.63M | 11.61M | 10.73M |
| JPMorgan Chase & Co | — | 17.30K | 9.69M | — | 6.21M |
| BlackRock Inc | — | 4.51M | 4.28M | 5.62M | 4.84M |
| Point72 Asset Management | — | 6.89M | 7.35M | 6.28M | 4.43M |
| Goldman Sachs Group | — | 1.27M | 1.65M | 1.86M | 4.00M |
| Marshall Wace | 1.17M | 1.46M | 2.05M | 2.05M | 3.99M |
| Capital Research Global Investors | — | — | — | — | 3.61M |
| UBS Group AG | — | 3.31M | 1.78M | 2.74M | 3.54M |
| Capital World Investors | — | 4.48M | 3.11M | 3.11M | 3.20M |
| Renaissance Technologies | — | — | 2.59M | 3.84M | 2.12M |
| Citigroup Inc | — | 272.17K | 112.85K | 2.16M | 1.97M |
| Morgan Stanley | — | 4.40M | 3.93M | 2.51M | 1.92M |
| Bank of America Corp | — | 1.12M | 833.09K | 1.51M | 1.61M |
| Citadel Advisors | — | 1.89M | 8.04M | 5.06M | 1.46M |
| Moore Capital Management | — | 1.02M | 1.44M | 916.67K | 1.25M |
| Baron Funds | — | — | — | — | 1.22M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details