JAMES HARDIE INDS PLC JHX
ORD SHS · Common Stock · CUSIP G4253H101
- SectorMaterials
- IndustryConcrete Products, Except Block & Brick
- FilingsSEC EDGAR
* 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
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 7 |
| Q3 2025 | 277 |
| Q4 2025 | 287 |
| Q1 2026 | 296 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2025 | 276 | 1 |
| Q4 2025 | 147 | 146 |
| Q1 2026 | 142 | 152 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $0 | $0 | — |
| Q3 2025 | $91.4m | $11.5m | 0.13 |
| Q4 2025 | $35.9m | $15.3m | 0.43 |
| Q1 2026 | $27.7m | $10.9m | 0.39 |
Biggest buyers
| FMR LLC | Added | +20.2m |
| D1 Capital Partners L.P. | Added | +3.9m |
| Alyeska Investment Group, L.P. | Added | +2.6m |
| BARCLAYS PLC | Added | +2.6m |
| Schonfeld Strategic Advisors LLC | Added | +2.3m |
| Holocene Advisors, LP | Added | +2.2m |
| CITIGROUP INC | Added | +2.0m |
| JONES FINANCIAL COMPANIES LLLP | Added | +1.8m |
| SIH Partners, LLLP | Added | +1.6m |
| Balyasny Asset Management L.P. | Added | +1.6m |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -2.7m |
| Interval Partners, LP | Sold out | -1.6m |
| MORGAN STANLEY | Reduced | -1.4m |
| JPMORGAN CHASE & CO | Reduced | -1.3m |
| Junto Capital Management LP | Sold out | -1.3m |
| Point72 Asset Management, L.P. | Reduced | -1.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.0m |
| Diameter Capital Partners LP | Reduced | -950.0k |
| Rivermont Capital Management LP | Sold out | -857.2k |
| Senator Investment Group LP | Reduced | -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.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -2.1 pts · filed 2026-08-13 | 8.0% |
| FMR LLC 13G · institution +1.1 pts · filed 2026-08-06 | 7.0% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13G · institution new · filed 2026-05-14 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.0% |
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
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.19% of their portfolio | 52.8m $1.0bn | Added +392.6k |
| FMR LLC 0.03% of their portfolio | 31.3m $592.0m | Added +20.2m |
| D1 Capital Partners L.P. 4.77% of their portfolio | 28.3m $536.0m | Added +3.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.08% of their portfolio | 11.6m $236.6m | Reduced -1.0m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 8.4m $147.3m | Reduced -1.3m |
| Alyeska Investment Group, L.P. 0.42% of their portfolio | 7.8m $147.4m | Added +2.6m |
| Point72 Asset Management, L.P. 0.21% of their portfolio | 6.3m $118.9m | Reduced -1.0m |
| Hill City Capital, LP 3.80% of their portfolio | 5.6m $106.5m | Added +501.5k |
| BlackRock, Inc. 0.00% of their portfolio | 5.6m $106.4m | Added +1.3m |
| Phoenix Financial Ltd. 0.98% of their portfolio | 5.4m $103.2m | Reduced -68.0k |
| Slate Path Capital LP 1.51% of their portfolio | 5.4m $101.6m | Unchanged |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 4.9m $93.6m | Reduced -2.7m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.33% of their portfolio | 4.1m $78.2m | Added +391.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.11% of their portfolio | 3.8m $72.7m | Added +1.3m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.11% of their portfolio | 3.6m $68.6m | Added +1.5m |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 3.4m $63.9m | Reduced -186.4k |
| Schonfeld Strategic Advisors LLC 0.52% of their portfolio | 3.4m $63.8m | Added +2.3m |
| RDST Capital LLC 5.91% of their portfolio | 3.2m $61.3m | Added +544.5k |
| Capital World Investors 0.01% of their portfolio | 3.1m $59.0m | Unchanged |
| BARCLAYS PLC 0.02% of their portfolio | 2.9m $54.4m | Added +2.6m |
| MORGAN STANLEY 0.00% of their portfolio | 2.5m $47.6m | Reduced -1.4m |
| UBS Group AG 0.01% of their portfolio | 2.4m $46.2m | Added +1.4m |
| Holocene Advisors, LP 0.11% of their portfolio | 2.3m $44.0m | Added +2.2m |
| CITIGROUP INC 0.03% of their portfolio | 2.2m $40.9m | Added +2.0m |
| Stephens Investment Management Group LLC 0.55% of their portfolio | 2.1m $40.1m | Reduced -8.0k |
| ACK Asset Management LLC 4.96% of their portfolio | 2.1m $39.8m | Unchanged |
| MARSHALL WACE, LLP 0.04% of their portfolio | 2.0m $38.8m | Added +3.1k |
| SIH Partners, LLLP 1.17% of their portfolio | 2.0m $37.9m | Added +1.6m |
| Merewether Investment Management, LP 0.72% of their portfolio | 2.0m $37.1m | Added +1.1m |
| TimesSquare Capital Management, LLC 0.62% of their portfolio | 1.9m $36.4m | Reduced -83.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.9m $35.3m | Added +216.8k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 1.8m $31.9m | Added +1.8m |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 1.7m $32.6m | Reduced -107.6k |
| Kinetic Partners Management, LP 1.81% of their portfolio | 1.7m $32.4m | Added +442.1k |
| CIBC Bancorp USA Inc. 0.04% of their portfolio | 1.7m $32.1m | First filing |
| Woodline Partners LP 0.12% of their portfolio | 1.7m $32.0m | Added +84.8k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 1.7m $31.5m | Added +1.6m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.5m $28.7m | Added +679.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $28.3m | Added +38.5k |
| MACQUARIE GROUP LTD 0.15% of their portfolio | 1.3m $25.5m | New |
| BWCP, LP 3.50% of their portfolio | 1.2m $22.9m | Added +162.5k |
| Apollo Management Holdings, L.P. 0.37% of their portfolio | 1.2m $22.3m | New |
| Long Pond Capital, LP 2.24% of their portfolio | 1.2m $21.9m | New |
| Senator Investment Group LP 0.96% of their portfolio | 1.1m $21.0m | Reduced -719.2k |
| BROWN ADVISORY INC 0.03% of their portfolio | 1.1m $20.5m | Added +64.4k |
| Davidson Kempner Capital Management LP 0.35% of their portfolio | 1.1m $19.9m | Not comparable |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 1.0m $19.4m | Added +1.0m |
| Calamos Advisors LLC 0.07% of their portfolio | 993.3k $18.8m | Added +207.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 917.9k $17.4m | Added +6.6k |
| Aristotle Capital Boston, LLC 1.00% of their portfolio | 847.5k $16.1m | Reduced -16.6k |
| Clearline Capital LP 1.13% of their portfolio | 769.5k $14.6m | Reduced -97.7k |
| Sea Cliff Partners Management, LP 7.03% of their portfolio | 719.0k $13.6m | Reduced -279.8k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 718.2k $13.6m | Added +215.8k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.13% of their portfolio | 673.7k $12.8m | Added +159.9k |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% of their portfolio | 653.2k $12.4m | New |
| MOORE CAPITAL MANAGEMENT, LP 0.45% of their portfolio | 645.1k $12.2m | Reduced -373.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio | 592.8k $11.2m | Added +71.6k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.65% of their portfolio | 569.2k $11.9m | Added +419.6k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 521.5k $9.9m | Added +487.1k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 481.7k $9.1m | Reduced -5.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 478.5k $9.1m | Reduced -78.7k |
| TWINBEECH CAPITAL LP 0.88% of their portfolio | 448.9k $8.5m | New |
| SEGALL BRYANT & HAMILL, LLC 0.11% of their portfolio | 420.2k $8.0m | Added +69.4k |
| Trexquant Investment LP 0.06% of their portfolio | 405.9k $7.7m | New |
| CANYON CAPITAL ADVISORS LLC 0.98% of their portfolio | 398.7k $7.6m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 366.8k $6.9m | Unchanged |
| Capula Management Ltd 0.06% of their portfolio | 349.5k $6.6m | Not comparable |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 341.5k $6.5m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 309.4k $5.9m | Reduced -3.3k |
| ArrowMark Colorado Holdings LLC 0.15% of their portfolio | 301.0k $5.7m | Added +73.0k |
| Engineers Gate Manager LP 0.07% of their portfolio | 291.4k $5.5m | Reduced -526.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 289.0k $5.5m | Added +26.3k |
| Quantinno Capital Management LP 0.01% of their portfolio | 275.3k $5.2m | Added +24.6k |
| Nuveen, LLC 0.00% of their portfolio | 253.4k $4.8m | Reduced -39.4k |
| XTX Topco Ltd 0.08% of their portfolio | 245.6k $4.7m | New |
| MAIRS & POWER INC 0.05% of their portfolio | 240.8k $4.6m | Added +150.1k |
| FORMULA GROWTH LTD 2.02% of their portfolio | 236.8k $4.5m | Reduced -70.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 224.7k $4.3m | First filing |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 208.8k $4.0m | New |
| Heights Point Management, LP 3.59% of their portfolio | 204.7k $3.9m | Reduced -71.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 196.8k $3.7m | Added +19.8k |
| Cercano Management LLC 0.16% of their portfolio | 190.7k $3.6m | New |
| Walleye Capital LLC 0.02% of their portfolio | 188.6k $3.6m | Reduced -210.0k |
| Eurizon Capital SGR S.p.A. 0.01% of their portfolio | 172.1k $3.3m | New |
| ING GROEP NV 0.02% of their portfolio | 170.7k $3.2m | Reduced -82.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 169.8k $3.2m | Added +1.7k |
| SG Americas Securities, LLC 0.00% of their portfolio | 159.1k $3.0m | Reduced -471.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 159.1k $3.0m | Added +882 |
| Caledonia (Private) Investments Pty Ltd 0.09% of their portfolio | 157.3k $3.0m | Unchanged |
| BEACONLIGHT CAPITAL, LLC 1.64% of their portfolio | 153.9k $2.9m | Added +37.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 153.7k $2.9m | Added +110.4k |
| CastleKnight Management LP 0.13% of their portfolio | 151.6k $2.9m | Added +83.6k |
| GTS SECURITIES LLC 0.10% of their portfolio | 147.0k $2.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 145.2k $2.8m | Added +54.2k |
| STEADFAST CAPITAL MANAGEMENT LP 0.10% of their portfolio | 144.8k $2.7m | New |
| B & T Capital Management DBA Alpha Capital Management 0.39% of their portfolio | 141.1k $2.7m | New |
| D.A. DAVIDSON & CO. 0.02% of their portfolio | 135.2k $2.6m | New |
| Game Creek Capital, LP 0.98% of their portfolio | 135.0k $2.6m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 134.4k $2.5m | Reduced -19.1k |
| Alberta Investment Management Corp 0.02% of their portfolio | 131.5k $2.5m | New |