Vault-13

JAMES HARDIE INDS PLC JHX

ORD SHS · Common Stock · CUSIP G4253H101

296 institutional holders +9 vs Q4 2025
269,046,160269.0m shares reported held*
46.4% of all shares outstanding*
$5.1bnreported value*
57 new 85 added 103 reduced 49 sold out net bought ≈ $795.9m (+42.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.9m this quarter). Holder counts are more reliable. Shares outstanding: 580.3m as of 2026-04-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $18.96. Options: 11 managers hold calls ($27.7m notional), 9 hold puts ($10.9m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q2 25: 7Q3 25: 277Q4 25: 287Q1 26: 296296Q2 25Q3 25Q4 25Q1 26
Numbers
QuarterHolders
Q2 20257
Q3 2025277
Q4 2025287
Q1 2026296

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 25: 276 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 147 bought or addedQ4 25: 146 cut or sold outQ4 25Q1 26: 142 bought or addedQ1 26: 152 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q3 20252761
Q4 2025147146
Q1 2026142152

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25m$50m$75m$100mQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $91.4mQ3 25 puts: $11.5mQ3 25P/C 0.13Q4 25 calls: $35.9mQ4 25 puts: $15.3mQ4 25P/C 0.43Q1 26 calls: $27.7mQ1 26 puts: $10.9mQ1 26P/C 0.39
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$91.4m$11.5m0.13
Q4 2025$35.9m$15.3m0.43
Q1 2026$27.7m$10.9m0.39

Biggest buyers

FMR LLC Added +20,166,220+20.2m
D1 Capital Partners L.P. Added +3,897,570+3.9m
Alyeska Investment Group, L.P. Added +2,617,473+2.6m
BARCLAYS PLC Added +2,556,886+2.6m
Schonfeld Strategic Advisors LLC Added +2,346,396+2.3m
Holocene Advisors, LP Added +2,223,898+2.2m
CITIGROUP INC Added +2,045,597+2.0m
JONES FINANCIAL COMPANIES LLLP Added +1,759,698+1.8m
SIH Partners, LLLP Added +1,648,937+1.6m
Balyasny Asset Management L.P. Added +1,561,458+1.6m

Biggest sellers

CITADEL ADVISORS LLC Reduced -2,659,683-2.7m
Interval Partners, LP Sold out -1,601,363-1.6m
MORGAN STANLEY Reduced -1,414,558-1.4m
JPMORGAN CHASE & CO Reduced -1,311,779-1.3m
Junto Capital Management LP Sold out -1,268,583-1.3m
Point72 Asset Management, L.P. Reduced -1,027,644-1.0m
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -1,027,033-1.0m
Diameter Capital Partners LP Reduced -950,000-950.0k
Rivermont Capital Management LP Sold out -857,177-857.2k
Senator Investment Group LP Reduced -719,200-719.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $10.8m568.9k shares
MOORE CAPITAL MANAGEMENT, LP Reduced $5.1m271.6k shares
UBS Group AG Reduced $2.9m155.4k shares
JANE STREET GROUP, LLC Added $2.1m110.4k shares
Polymer Capital Management (US) LLC New $1.9m100.0k shares
CITADEL ADVISORS LLC Reduced $1.6m87.1k shares
Hudson Bay Capital Management LP New $1.3m70.0k shares
GROUP ONE TRADING LLC Reduced $733.0k38.7k shares
IMC-Chicago, LLC Added $693.2k36.6k shares
SIMPLEX TRADING, LLC Reduced $422.4k22.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $3.2m167.3k shares
UBS Group AG Reduced $2.8m146.6k shares
Polymer Capital Management (US) LLC New $1.9m100.0k shares
JANE STREET GROUP, LLC Reduced $784.1k41.4k shares
GROUP ONE TRADING LLC Reduced $657.2k34.7k shares
CITADEL ADVISORS LLC Reduced $526.5k27.8k shares
Brevan Howard Capital Management LP New $489.3k25.8k shares
SIMPLEX TRADING, LLC Added $322.0k17.0k shares
IMC-Chicago, LLC Reduced $297.4k15.7k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.1 pts · filed 2026-08-13 8.0% -2.1 pts 46.3m≈ $1.2bn 2026-08-13
FMR LLC 13G · institution +1.1 pts · filed 2026-08-06 7.0% +1.1 pts 40.6m≈ $1.1bn 2026-08-06
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G · institution new · filed 2026-05-14 5.9% new 34.3m≈ $898.9m 2026-05-14
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 5.0% new 29.0m≈ $759.5m 2026-04-28

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q1 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLINGTON MANAGEMENT GROUP LLP 0.19% of their portfolio Boston, MA 52,803,22552.8m $1.0bn $1.0bn 0.19% Added +392.6k +392,591
2 FMR LLC 0.03% of their portfolio BOSTON, MA 31,254,72231.3m $592.0m $592.0m 0.03% Added +20.2m +20,166,220
3 D1 Capital Partners L.P. 4.77% of their portfolio New York, NY 28,300,28328.3m $536.0m $536.0m 4.77% Added +3.9m +3,897,570
4 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio Boston, MA 11,606,56711.6m $236.6m $236.6m 0.08% Reduced -1.0m -1,027,033
5 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 8,378,3958.4m $147.3m $147.3m 0.01% Reduced -1.3m -1,311,779
6 Alyeska Investment Group, L.P. 0.42% of their portfolio CHICAGO, IL 7,783,5887.8m $147.4m $147.4m 0.42% Added +2.6m +2,617,473
7 Point72 Asset Management, L.P. 0.21% of their portfolio STAMFORD, CT 6,275,3756.3m $118.9m $118.9m 0.21% Reduced -1.0m -1,027,644
8 Hill City Capital, LP 3.80% of their portfolio BOSTON, MA 5,621,7005.6m $106.5m $106.5m 3.80% Added +501.5k +501,500
9 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,615,1635.6m $106.4m $106.4m 0.00% Added +1.3m +1,335,569
10 Phoenix Financial Ltd. 0.98% of their portfolio Givatayim, L3 5,449,6395.4m $103.2m $103.2m 0.98% Reduced -68.0k -68,000
11 Slate Path Capital LP 1.51% of their portfolio New York, NY 5,364,5005.4m $101.6m $101.6m 1.51% Unchanged
12 CITADEL ADVISORS LLC 0.07% of their portfolio MIAMI, FL 4,942,3964.9m $93.6m $93.6m 0.07% Reduced -2.7m -2,659,683
13 JACOBS LEVY EQUITY MANAGEMENT, INC 0.33% of their portfolio FLORHAM PARK, NJ 4,127,5994.1m $78.2m $78.2m 0.33% Added +391.2k +391,231
14 RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio NEW YORK, NY 3,839,4893.8m $72.7m $72.7m 0.11% Added +1.3m +1,254,400
15 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio Boston, MA 3,623,3753.6m $68.6m $68.6m 0.11% Added +1.5m +1,483,000
16 MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 3,372,2743.4m $63.9m $63.9m 0.05% Reduced -186.4k -186,384
17 Schonfeld Strategic Advisors LLC 0.52% of their portfolio NEW YORK, NY 3,369,8463.4m $63.8m $63.8m 0.52% Added +2.3m +2,346,396
18 RDST Capital LLC 5.91% of their portfolio SEATTLE, WA 3,238,1173.2m $61.3m $61.3m 5.91% Added +544.5k +544,500
19 Capital World Investors 0.01% of their portfolio LOS ANGELES, CA 3,114,4083.1m $59.0m $59.0m 0.01% Unchanged
20 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 2,873,6172.9m $54.4m $54.4m 0.02% Added +2.6m +2,556,886
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,511,1822.5m $47.6m $47.6m 0.00% Reduced -1.4m -1,414,558
22 UBS Group AG 0.01% of their portfolio ZURICH, V8 2,441,9212.4m $46.2m $46.2m 0.01% Added +1.4m +1,428,915
23 Holocene Advisors, LP 0.11% of their portfolio New York, NY 2,322,6922.3m $44.0m $44.0m 0.11% Added +2.2m +2,223,898
24 CITIGROUP INC 0.03% of their portfolio NEW YORK, NY 2,158,4442.2m $40.9m $40.9m 0.03% Added +2.0m +2,045,597
25 Stephens Investment Management Group LLC 0.55% of their portfolio LITTLE ROCK, AR 2,118,7332.1m $40.1m $40.1m 0.55% Reduced -8.0k -7,991
26 ACK Asset Management LLC 4.96% of their portfolio GREENWICH, CT 2,100,0002.1m $39.8m $39.8m 4.96% Unchanged
27 MARSHALL WACE, LLP 0.04% of their portfolio LONDON, X0 2,049,0032.0m $38.8m $38.8m 0.04% Added +3.1k +3,053
28 SIH Partners, LLLP 1.17% of their portfolio Wilmington, DE 1,998,5932.0m $37.9m $37.9m 1.17% Added +1.6m +1,648,937
29 Merewether Investment Management, LP 0.72% of their portfolio DALLAS, TX 1,957,8302.0m $37.1m $37.1m 0.72% Added +1.1m +1,081,230
30 TimesSquare Capital Management, LLC 0.62% of their portfolio NEW YORK, NY 1,919,7411.9m $36.4m $36.4m 0.62% Reduced -83.4k -83,425
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 1,864,2981.9m $35.3m $35.3m 0.00% Added +216.8k +216,778
32 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 1,769,3771.8m $31.9m $31.9m 0.02% Added +1.8m +1,759,698
33 NATIXIS ADVISORS, LLC 0.05% of their portfolio Boston, MA 1,723,7541.7m $32.6m $32.6m 0.05% Reduced -107.6k -107,642
34 Kinetic Partners Management, LP 1.81% of their portfolio Miami, FL 1,712,1001.7m $32.4m $32.4m 1.81% Added +442.1k +442,100
35 CIBC Bancorp USA Inc. 0.04% of their portfolio CHICAGO, IL 1,690,8921.7m $32.1m $32.1m 0.04% First filing
36 Woodline Partners LP 0.12% of their portfolio San Francisco, CA 1,688,5731.7m $32.0m $32.0m 0.12% Added +84.8k +84,827
37 Balyasny Asset Management L.P. 0.06% of their portfolio Chicago, IL 1,661,1661.7m $31.5m $31.5m 0.06% Added +1.6m +1,561,458
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,512,8211.5m $28.7m $28.7m 0.00% Added +679.7k +679,728
39 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,493,2421.5m $28.3m $28.3m 0.00% Added +38.5k +38,538
40 MACQUARIE GROUP LTD 0.15% of their portfolio Sydney, NSW 2000, C3 1,347,7701.3m $25.5m $25.5m 0.15% New
41 BWCP, LP 3.50% of their portfolio DALLAS, TX 1,210,9561.2m $22.9m $22.9m 3.50% Added +162.5k +162,464
42 Apollo Management Holdings, L.P. 0.37% of their portfolio New York, NY 1,174,9911.2m $22.3m $22.3m 0.37% New
43 Long Pond Capital, LP 2.24% of their portfolio New York, NY 1,155,0001.2m $21.9m $21.9m 2.24% New
44 Senator Investment Group LP 0.96% of their portfolio New York, NY 1,106,5971.1m $21.0m $21.0m 0.96% Reduced -719.2k -719,200
45 BROWN ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 1,082,0041.1m $20.5m $20.5m 0.03% Added +64.4k +64,391
46 Davidson Kempner Capital Management LP 0.35% of their portfolio New York, NY 1,050,0001.1m $19.9m $19.9m 0.35% Not comparable
47 Russell Investments Group, Ltd. 0.02% of their portfolio Seattle, WA 1,024,7981.0m $19.4m $19.4m 0.02% Added +1.0m +1,012,215
48 Calamos Advisors LLC 0.07% of their portfolio NAPERVILLE, IL 993,270993.3k $18.8m $18.8m 0.07% Added +207.6k +207,567
49 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 917,858917.9k $17.4m $17.4m 0.00% Added +6.6k +6,581
50 Aristotle Capital Boston, LLC 1.00% of their portfolio BOSTON, MA 847,492847.5k $16.1m $16.1m 1.00% Reduced -16.6k -16,628
51 Clearline Capital LP 1.13% of their portfolio NEW YORK, NY 769,535769.5k $14.6m $14.6m 1.13% Reduced -97.7k -97,727
52 Sea Cliff Partners Management, LP 7.03% of their portfolio SAN FRANCISCO, CA 719,007719.0k $13.6m $13.6m 7.03% Reduced -279.8k -279,763
53 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 718,202718.2k $13.6m $13.6m 0.01% Added +215.8k +215,752
54 FRONTIER CAPITAL MANAGEMENT CO LLC 0.13% of their portfolio Boston, MA 673,702673.7k $12.8m $12.8m 0.13% Added +159.9k +159,854
55 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% of their portfolio VICTORIA, A1 653,161653.2k $12.4m $12.4m 0.07% New
56 MOORE CAPITAL MANAGEMENT, LP 0.45% of their portfolio NEW YORK, NY 645,073645.1k $12.2m $12.2m 0.45% Reduced -373.5k -373,461
57 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 592,825592.8k $11.2m $11.2m 0.01% Added +71.6k +71,581
58 OCCUDO QUANTITATIVE STRATEGIES LP 0.65% of their portfolio FORT LAUDERDALE, FL 569,183569.2k $11.9m $11.9m 0.65% Added +419.6k +419,588
59 LOOMIS SAYLES & CO L P 0.01% of their portfolio BOSTON, MA 521,466521.5k $9.9m $9.9m 0.01% Added +487.1k +487,089
60 Gotham Asset Management, LLC 0.03% of their portfolio NEW YORK, NY 481,722481.7k $9.1m $9.1m 0.03% Reduced -5.3k -5,290
61 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 478,459478.5k $9.1m $9.1m 0.00% Reduced -78.7k -78,687
62 TWINBEECH CAPITAL LP 0.88% of their portfolio PURCHASE, NY 448,924448.9k $8.5m $8.5m 0.88% New
63 SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio CHICAGO, IL 420,152420.2k $8.0m $8.0m 0.11% Added +69.4k +69,449
64 Trexquant Investment LP 0.06% of their portfolio STAMFORD, CT 405,854405.9k $7.7m $7.7m 0.06% New
65 CANYON CAPITAL ADVISORS LLC 0.98% of their portfolio DALLAS, TX 398,700398.7k $7.6m $7.6m 0.98% New
66 TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio STAMFORD, CT 366,799366.8k $6.9m $6.9m 0.04% Unchanged
67 Capula Management Ltd 0.06% of their portfolio Grand Cayman, E9 349,531349.5k $6.6m $6.6m 0.06% Not comparable
68 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 341,507341.5k $6.5m $6.5m 0.01% New
69 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 309,387309.4k $5.9m $5.9m 0.00% Reduced -3.3k -3,283
70 ArrowMark Colorado Holdings LLC 0.15% of their portfolio Denver, CO 301,000301.0k $5.7m $5.7m 0.15% Added +73.0k +73,000
71 Engineers Gate Manager LP 0.07% of their portfolio NEW YORK, NY 291,394291.4k $5.5m $5.5m 0.07% Reduced -526.3k -526,298
72 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 288,974289.0k $5.5m $5.5m 0.00% Added +26.3k +26,276
73 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 275,257275.3k $5.2m $5.2m 0.01% Added +24.6k +24,606
74 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 253,388253.4k $4.8m $4.8m 0.00% Reduced -39.4k -39,367
75 XTX Topco Ltd 0.08% of their portfolio LONDON, X0 245,590245.6k $4.7m $4.7m 0.08% New
76 MAIRS & POWER INC 0.05% of their portfolio St Paul, MN 240,761240.8k $4.6m $4.6m 0.05% Added +150.1k +150,088
77 FORMULA GROWTH LTD 2.02% of their portfolio MONTREAL, A8 236,840236.8k $4.5m $4.5m 2.02% Reduced -70.0k -70,000
78 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 224,679224.7k $4.3m $4.3m 0.00% First filing
79 GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio New York, NY 208,757208.8k $4.0m $4.0m 0.05% New
80 Heights Point Management, LP 3.59% of their portfolio NEW YORK, NY 204,721204.7k $3.9m $3.9m 3.59% Reduced -71.3k -71,289
81 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 196,756196.8k $3.7m $3.7m 0.00% Added +19.8k +19,758
82 Cercano Management LLC 0.16% of their portfolio BELLEVUE, WA 190,661190.7k $3.6m $3.6m 0.16% New
83 Walleye Capital LLC 0.02% of their portfolio NEW YORK, NY 188,554188.6k $3.6m $3.6m 0.02% Reduced -210.0k -209,957
84 Eurizon Capital SGR S.p.A. 0.01% of their portfolio MILAN, L6 172,094172.1k $3.3m $3.3m 0.01% New
85 ING GROEP NV 0.02% of their portfolio AMSTERDAM, P7 170,700170.7k $3.2m $3.2m 0.02% Reduced -82.0k -82,000
86 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 169,788169.8k $3.2m $3.2m 0.00% Added +1.7k +1,721
87 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 159,104159.1k $3.0m $3.0m 0.00% Reduced -471.0k -471,002
88 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 159,098159.1k $3.0m $3.0m 0.00% Added +882 +882
89 Caledonia (Private) Investments Pty Ltd 0.09% of their portfolio Sydney Nsw, C3 157,326157.3k $3.0m $3.0m 0.09% Unchanged
90 BEACONLIGHT CAPITAL, LLC 1.64% of their portfolio New York, NY 153,863153.9k $2.9m $2.9m 1.64% Added +37.2k +37,223
91 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 153,723153.7k $2.9m $2.9m 0.00% Added +110.4k +110,441
92 CastleKnight Management LP 0.13% of their portfolio New York, NY 151,600151.6k $2.9m $2.9m 0.13% Added +83.6k +83,600
93 GTS SECURITIES LLC 0.10% of their portfolio NEW YORK, NY 147,014147.0k $2.8m $2.8m 0.10% New
94 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 145,218145.2k $2.8m $2.8m 0.00% Added +54.2k +54,164
95 STEADFAST CAPITAL MANAGEMENT LP 0.10% of their portfolio NEW YORK, NY 144,800144.8k $2.7m $2.7m 0.10% New
96 B & T Capital Management DBA Alpha Capital Management 0.39% of their portfolio AUSTIN, TX 141,127141.1k $2.7m $2.7m 0.39% New
97 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 135,195135.2k $2.6m $2.6m 0.02% New
98 Game Creek Capital, LP 0.98% of their portfolio BOSTON, MA 135,000135.0k $2.6m $2.6m 0.98% New
99 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 134,380134.4k $2.5m $2.5m 0.00% Reduced -19.1k -19,061
100 Alberta Investment Management Corp 0.02% of their portfolio EDMONTON, A0 131,500131.5k $2.5m $2.5m 0.02% New