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 ($16.5m this quarter). Holder counts are more reliable. Shares outstanding: 580.5m as of 2026-07-31, 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 ≈ $26.27. Options: 12 managers hold calls ($40.2m notional), 8 hold puts ($13.8m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q2 2025 | 7 |
| Q3 2025 | 277 |
| Q4 2025 | 287 |
| Q1 2026 | 296 |
| Q2 2026 | 338 |
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 |
| Q2 2026 | 182 | 145 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $91.4m | $11.5m | 0.13 |
| Q4 2025 | $35.9m | $15.3m | 0.43 |
| Q1 2026 | $27.7m | $10.9m | 0.39 |
| Q2 2026 | $40.2m | $13.8m | 0.34 |
Biggest buyers
| Invesco Ltd. | New | +11.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +10.7m |
| FMR LLC | Added | +6.5m |
| Palestra Capital Management LLC | New | +4.1m |
| Qube Research & Technologies Ltd | Added | +4.0m |
| Capital Research Global Investors | New | +3.6m |
| SG Americas Securities, LLC | Added | +2.4m |
| GOLDMAN SACHS GROUP INC | Added | +2.1m |
| MARSHALL WACE, LLP | Added | +1.9m |
| Squarepoint Ops LLC | New | +1.8m |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -12.0m |
| Phoenix Financial Ltd. | Sold out | -5.4m |
| CITADEL ADVISORS LLC | Reduced | -3.6m |
| BARCLAYS PLC | Reduced | -2.8m |
| JPMORGAN CHASE & CO | Reduced | -2.2m |
| Point72 Asset Management, L.P. | Reduced | -1.9m |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | -1.8m |
| SIH Partners, LLLP | Reduced | -1.8m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.7m |
| Woodline Partners LP | Sold out | -1.7m |
Biggest calls
| MOORE CAPITAL MANAGEMENT, LP | Added | $14.6m557.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $7.4m283.3k shares |
| UBS Group AG | Added | $5.5m208.6k shares |
| MYDA Advisors LLC | New | $2.4m90.0k shares |
| Governors Lane LP | New | $2.0m75.0k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m64.3k shares |
| GROUP ONE TRADING LLC | Added | $1.6m60.9k shares |
| JANE STREET GROUP, LLC | Reduced | $1.5m59.1k shares |
| IMC-Chicago, LLC | Added | $1.4m52.6k shares |
| Verition Fund Management LLC | New | $1.3m50.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.3m162.7k shares |
| UBS Group AG | Reduced | $3.2m121.8k shares |
| IMC-Chicago, LLC | Added | $2.3m88.6k shares |
| CITADEL ADVISORS LLC | Added | $1.9m71.9k shares |
| JANE STREET GROUP, LLC | Unchanged | $1.1m41.4k shares |
| GROUP ONE TRADING LLC | Reduced | $696.4k26.6k shares |
| Point72 Asset Management, L.P. | New | $180.6k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $167.6k6.4k 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 since 1 Apr 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.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $68.7k | 0 | — | — |
| Q3 2026 | 0 | — | 2 | $28.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-25 | Skelly Jonathan Pres. James Hardie NA | Sold | $2.0m65.0k shares |
| 2026-08-24 | Singh Jesse G Director | Sold | $8.0m265.1k shares |
| 2026-08-24 | Singh Jesse G Director | Sold | $3.6m120.0k shares |
| 2026-08-21 | Singh Jesse G Director | Sold | $8.0m265.0k shares |
| 2026-08-21 | Singh Jesse G Director · By Trust | Sold | $6.7m221.5k shares |
| 2026-06-02 | Rowland Suzanne B Director | Bought | $68.7k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio | 40.8m $1.1bn | Reduced -12.0m |
| FMR LLC 0.04% of their portfolio | 37.8m $989.4m | Added +6.5m |
| D1 Capital Partners L.P. 2.07% of their portfolio | 27.5m $721.1m | Reduced -754.8k |
| MILLENNIUM MANAGEMENT LLC 0.25% of their portfolio | 14.1m $368.8m | Added +10.7m |
| Invesco Ltd. 0.02% of their portfolio | 11.9m $311.9m | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.10% of their portfolio | 10.7m $299.6m | Reduced -875.9k |
| Alyeska Investment Group, L.P. 0.59% of their portfolio | 8.7m $228.8m | Added +954.3k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 6.2m $164.0m | Reduced -2.2m |
| Slate Path Capital LP 2.18% of their portfolio | 6.0m $157.6m | Added +656.5k |
| Hill City Capital, LP 3.50% of their portfolio | 5.7m $149.9m | Added +102.2k |
| BlackRock, Inc. 0.00% of their portfolio | 4.8m $126.7m | Reduced -776.6k |
| Point72 Asset Management, L.P. 0.18% of their portfolio | 4.4m $115.8m | Reduced -1.9m |
| Qube Research & Technologies Ltd 0.13% of their portfolio | 4.4m $114.0m | Added +4.0m |
| Palestra Capital Management LLC 3.67% of their portfolio | 4.1m $108.1m | New |
| RDST Capital LLC 8.70% of their portfolio | 4.0m $105.1m | Added +777.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 4.0m $104.7m | Added +2.1m |
| MARSHALL WACE, LLP 0.09% of their portfolio | 4.0m $104.6m | Added +1.9m |
| Capital Research Global Investors 0.01% of their portfolio | 3.6m $94.5m | New |
| UBS Group AG 0.01% of their portfolio | 3.2m $84.0m | Added +766.9k |
| Capital World Investors 0.01% of their portfolio | 3.2m $83.7m | Added +83.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.29% of their portfolio | 3.1m $81.9m | Reduced -998.2k |
| SG Americas Securities, LLC 0.04% of their portfolio | 2.6m $67.9m | Added +2.4m |
| Stephens Investment Management Group LLC 0.63% of their portfolio | 2.2m $58.7m | Added +122.8k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 2.2m $57.7m | Added +397.6k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 2.2m $56.7m | Added +442.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio | 2.1m $55.5m | Reduced -1.7m |
| ACK Asset Management LLC 6.42% of their portfolio | 2.1m $55.0m | Unchanged |
| Merewether Investment Management, LP 1.02% of their portfolio | 2.1m $54.0m | Added +106.2k |
| Holocene Advisors, LP 0.12% of their portfolio | 2.0m $53.2m | Reduced -290.6k |
| Schonfeld Strategic Advisors LLC 0.28% of their portfolio | 2.0m $52.1m | Reduced -1.4m |
| CITIGROUP INC 0.02% of their portfolio | 2.0m $51.7m | Reduced -184.9k |
| MORGAN STANLEY 0.00% of their portfolio | 1.9m $50.3m | Reduced -590.0k |
| TimesSquare Capital Management, LLC 0.72% of their portfolio | 1.9m $49.1m | Reduced -44.9k |
| Squarepoint Ops LLC 0.09% of their portfolio | 1.8m $47.7m | New |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.07% of their portfolio | 1.8m $47.5m | Reduced -1.8m |
| CIBC Bancorp USA Inc. 0.05% of their portfolio | 1.6m $43.0m | Reduced -48.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $42.3m | Added +101.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $37.0m | Reduced -81.1k |
| BWCP, LP 5.16% of their portfolio | 1.4m $36.1m | Added +169.2k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.3m $34.8m | Reduced -3.6m |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.3m $34.3m | Added +1.1m |
| Kinetic Partners Management, LP 0.81% of their portfolio | 1.3m $34.0m | Reduced -412.1k |
| BAMCO INC /NY/ 0.05% of their portfolio | 1.2m $32.0m | New |
| Trexquant Investment LP 0.20% of their portfolio | 1.2m $31.9m | Added +813.2k |
| Diameter Capital Partners LP 3.27% of their portfolio | 1.2m $30.7m | Added +1.1m |
| MACQUARIE GROUP LTD 0.13% of their portfolio | 1.1m $29.9m | Reduced -204.1k |
| BROWN ADVISORY INC 0.05% of their portfolio | 1.1m $29.9m | Added +59.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 1.1m $29.4m | Added +978.2k |
| One Madison Group LLC 2.52% of their portfolio | 1.0m $26.2m | Added +923.7k |
| Walleye Capital LLC 0.12% of their portfolio | 974.1k $25.5m | Added +785.6k |
| DDD Partners, LLC 1.42% of their portfolio | 866.9k $22.7m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% of their portfolio | 855.0k $22.4m | Added +262.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 854.0k $22.4m | Reduced -170.8k |
| LORD, ABBETT & CO. LLC 0.06% of their portfolio | 800.0k $20.9m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 779.8k $20.4m | Reduced -138.0k |
| Clearline Capital LP 1.27% of their portfolio | 751.5k $19.7m | Reduced -18.0k |
| Engineers Gate Manager LP 0.25% of their portfolio | 739.4k $19.4m | Added +448.0k |
| Aristotle Capital Boston, LLC 1.25% of their portfolio | 709.1k $18.6m | Reduced -138.4k |
| Calamos Advisors LLC 0.07% of their portfolio | 705.5k $18.5m | Reduced -287.8k |
| MOORE CAPITAL MANAGEMENT, LP 0.42% of their portfolio | 696.9k $18.2m | Added +51.9k |
| Davidson Kempner Capital Management LP 0.28% of their portfolio | 675.0k $17.7m | Reduced -375.0k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.16% of their portfolio | 645.3k $16.9m | Reduced -28.4k |
| Sea Cliff Partners Management, LP 7.43% of their portfolio | 640.3k $16.8m | Reduced -78.7k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 616.8k $16.1m | Added +135.1k |
| LOOMIS SAYLES & CO L P 0.02% of their portfolio | 616.1k $16.1m | Added +94.7k |
| Eurizon Capital SGR S.p.A. 0.04% of their portfolio | 611.2k $16.0m | Added +439.1k |
| ING GROEP NV 0.11% of their portfolio | 583.5k $22.3m | Added +412.8k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 565.2k $14.8m | Reduced -1.1m |
| MAPLELANE CAPITAL, LLC 0.57% of their portfolio | 518.4k $13.6m | New |
| SEI INVESTMENTS CO 0.01% of their portfolio | 517.7k $13.6m | Reduced -200.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 499.2k $13.1m | Added +189.9k |
| CANYON CAPITAL ADVISORS LLC 1.44% of their portfolio | 484.7k $12.7m | Added +86.0k |
| SEGALL BRYANT & HAMILL, LLC 0.14% of their portfolio | 466.5k $12.2m | Added +46.4k |
| Catalyst Funds Management Pty Ltd 0.64% of their portfolio | 434.6k $11.4m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 408.3k $10.7m | Reduced -70.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 407.5k $10.7m | Added +210.7k |
| APG Asset Management N.V. 0.02% of their portfolio | 389.7k $8.9m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 366.8k $9.6m | Unchanged |
| Cercano Management LLC 1.18% of their portfolio | 338.6k $8.9m | Added +147.9k |
| BEACONLIGHT CAPITAL, LLC 3.76% of their portfolio | 326.2k $8.5m | Added +172.3k |
| ArrowMark Colorado Holdings LLC 0.34% of their portfolio | 314.0k $8.2m | Added +13.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 288.5k $7.6m | Added +134.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 283.4k $7.4m | Reduced -5.6k |
| Quantinno Capital Management LP 0.01% of their portfolio | 280.2k $7.3m | Added +5.0k |
| Bridgewater Associates, LP 0.03% of their portfolio | 263.6k $6.9m | New |
| Nuveen, LLC 0.00% of their portfolio | 261.9k $6.9m | Added +8.5k |
| Y-Intercept (Hong Kong) Ltd 0.13% of their portfolio | 253.4k $6.6m | New |
| Jefferies Financial Group Inc. 0.06% of their portfolio | 246.5k $6.5m | New |
| MAIRS & POWER INC 0.06% of their portfolio | 240.7k $6.3m | Reduced -45 |
| SIH Partners, LLLP 0.26% of their portfolio | 235.3k $6.2m | Reduced -1.8m |
| CASTLEARK MANAGEMENT LLC 0.16% of their portfolio | 233.8k $6.1m | New |
| KR Capital LP 0.60% of their portfolio | 230.0k $6.0m | New |
| Heights Point Management, LP 4.76% of their portfolio | 228.4k $6.0m | Added +23.7k |
| Jain Global LLC 0.07% of their portfolio | 225.4k $5.9m | Added +211.4k |
| Handelsbanken Fonder AB 0.02% of their portfolio | 208.5k $5.5m | New |
| Aster Capital Management (DIFC) Ltd 1.12% of their portfolio | 200.9k $5.3m | New |
| FORMULA GROWTH LTD 1.75% of their portfolio | 189.8k $5.0m | Reduced -47.1k |
| GILDER GAGNON HOWE & CO LLC 0.05% of their portfolio | 185.5k $4.9m | Reduced -23.3k |
| Cinctive Capital Management LP 0.19% of their portfolio | 181.7k $4.8m | Added +84.6k |
| Capula Management Ltd 0.02% of their portfolio | 170.6k $4.5m | Reduced -179.0k |