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James Hardie Industries plc

JHX
Exchange
NYSE
Industry
Concrete Products, Except Block & Brick
SEC CIK
0001159152

In the last 90 days, James Hardie Industries plc insiders filed 0 open-market purchases and 2 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $7.61B in total; D1 Capital Partners is the only superinvestor holding it.

Other share classesJHIUF

13F holders, Q4 2025

Institutional positions in James Hardie Industries plc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
291
+19 vs. Q3 2025
Shares held
224.6M
+22.9M (+11.3%) vs. Q3 2025
Total value
$4.66B
+$785.0M (+20.3%) vs. Q3 2025
New holders
73
87 more added
Sold out
54
93 more reduced

9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting JHX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 291 institutions
Q1 2021: 72 institutionsQ2 2021: 83 institutionsQ3 2021: 91 institutionsQ4 2021: 103 institutionsQ1 2022: 100 institutionsQ2 2022: 84 institutionsQ3 2022: 89 institutionsQ4 2022: 82 institutionsQ1 2023: 76 institutionsQ2 2023: 92 institutionsQ3 2023: 92 institutionsQ4 2023: 128 institutionsQ1 2024: 135 institutionsQ2 2024: 132 institutionsQ3 2024: 148 institutionsQ4 2024: 149 institutionsQ1 2025: 157 institutionsQ2 2025: 194 institutionsQ3 2025: 281 institutionsQ4 2025: 291 institutionsQ1 2026: 300 institutionsQ2 2026: 343 institutions
Value heldQ4 2025: $4.66B
Q1 2021: $142.6MQ2 2021: $169.7MQ3 2021: $176.5MQ4 2021: $210.3MQ1 2022: $152.8MQ2 2022: $111.3MQ3 2022: $109.3MQ4 2022: $96.9MQ1 2023: $139.8MQ2 2023: $177.9MQ3 2023: $167.9MQ4 2023: $262.1MQ1 2024: $268.0MQ2 2024: $215.9MQ3 2024: $318.6MQ4 2024: $260.5MQ1 2025: $834.2MQ2 2025: $2.81BQ3 2025: $3.88BQ4 2025: $4.66BQ1 2026: $5.13BQ2 2026: $7.61B
Institutions holding JHX and their total value by quarter
QuarterHoldersValue
Q2 2026343$7.61B
Q1 2026300$5.13B
Q4 2025291$4.66B
Q3 2025281$3.88B
Q2 2025194$2.81B
Q1 2025157$834.2M
Q4 2024149$260.5M
Q3 2024148$318.6M
Q2 2024132$215.9M
Q1 2024135$268.0M
Q4 2023128$262.1M
Q3 202392$167.9M
Q2 202392$177.9M
Q1 202376$139.8M
Q4 202282$96.9M
Q3 202289$109.3M
Q2 202284$111.3M
Q1 2022100$152.8M
Q4 2021103$210.3M
Q3 202191$176.5M
Q2 202183$169.7M
Q1 202172$142.6M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding James Hardie Industries plc; share changes are against Q3 2025.

Institutions holding JHX in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ossiam128,118$2.66M0.05%+95,020+287.1%Added
Monaco Asset Management SAM130,000$2.70M0.80%+130,000New
Wells Fargo & Company138,264$2.87M0.00%−6,293−4.4%Reduced
Cinctive Capital Management LP144,960$3.01M0.17%−54,308−27.3%Reduced
Occudo Quantitative Strategies LP149,595$3.10M0.21%+149,595New
Tobam150,754$3.13M0.77%+61,381+68.7%Added
Ameriprise Financial Inc153,441$3.18M0.00%+62,879+69.4%Added
Caledonia (Private) Investments Pty Ltd157,326$3.26M0.06%+157,326New
Rhumbline Advisers158,216$3.28M0.00%−10,280−6.1%Reduced
Dimensional Fund Advisors LP168,067$3.49M0.00%−19,064−10.2%Reduced
Boothbay Fund Management, LLC171,883$3.57M0.09%+171,883New
UBS Asset Management Americas Inc176,998$3.67M0.00%−4,569−2.5%Reduced
Hudson Bay Capital Management LP178,180$3.70M0.02%−196,084−52.4%Reduced
CI Private Wealth, LLC214,417$4.47M0.01%+191,606+840.0%Added
Lighthouse Investment Partners, LLC219,845$4.56M0.15%+219,845New
ArrowMark Colorado Holdings LLC228,000$4.73M0.10%+40,000+21.3%Added
Royal Bank of Canada232,733$4.83M0.00%−1,204,422−83.8%Reduced
Atom Investors LP233,159$4.84M0.38%+233,159New
Vanguard Group Inc239,306$4.97M0.00%−26,814−10.1%Reduced
Quantinno Capital Management LP250,651$5.20M0.01%+145,686+138.8%Added
ING Groep NV252,700$5.24M0.03%+252,700New
Squarepoint Ops LLC253,174$5.25M0.01%+253,174New
Raymond James Financial Inc262,698$5.45M0.00%−64,228−19.6%Reduced
Heights Point Management, LP276,010$5.73M4.88%+276,010New
Alliancebernstein L.P.278,345$5.78M0.00%+221,598+390.5%Added
Nuveen, LLC292,755$6.07M0.00%−584−0.2%Reduced
Formula Growth Ltd306,840$6.37M2.45%−70,000−18.6%Reduced
First Trust Advisors LP308,281$6.40M0.00%+295,763+2,362.7%Added
Bank of New York Mellon Corp312,670$6.49M0.00%−75,465−19.4%Reduced
Barclays PLC316,731$6.57M0.00%+284,068+869.7%Added
Highland Capital Management Fund Advisors, L.P.326,700$6.78M0.47%+326,700New
SIH Partners, LLLP349,656$7.26M0.42%+349,656New
Segall Bryant & Hamill, LLC350,703$7.28M0.10%+350,703New
Tudor Investment Corp Et Al366,799$7.61M0.04%+16,039+4.6%Added
Walleye Capital LLC398,511$8.27M0.05%+29,544+8.0%Added
Invenomic Capital Management LP420,705$8.73M0.42%+176,776+72.5%Added
Man Group plc464,433$9.64M0.02%+345,569+290.7%Added
Gotham Asset Management, LLC487,012$10.1M0.04%−1,077,461−68.9%Reduced
Kornitzer Capital Management Inc498,525$10.3M0.21%00.0%Unchanged
SEI Investments Co502,450$10.4M0.01%+167,534+50.0%Added
Frontier Capital Management Co LLC513,848$10.7M0.11%+297,976+138.0%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main521,244$10.8M0.01%+8,967+1.8%Added
Northern Trust Corp557,146$11.6M0.00%−77,665−12.2%Reduced
SG Americas Securities, LLC630,106$13.1M0.02%+561,556+819.2%Added
Arrowstreet Capital, Limited Partnership635,336$13.2M0.01%+635,336New
Calamos Advisors LLC785,703$16.3M0.07%00.0%Unchanged
Engineers Gate Manager LP817,692$17.0M0.20%+254,354+45.2%Added
Bank of America Corp833,093$17.3M0.00%−291,340−25.9%Reduced
Rivermont Capital Management LP857,177$17.8M4.23%+857,177New
Aristotle Capital Boston, LLC864,120$17.9M0.98%+134,322+18.4%Added
Clearline Capital LP867,262$18.0M1.36%+190,860+28.2%Added
Merewether Investment Management, LP876,600$18.2M0.42%+876,600New
Geode Capital Management, LLC911,277$18.9M0.00%−1,849−0.2%Reduced
Sea Cliff Partners Management, LP998,770$20.7M8.73%+368,770+58.5%Added
Diameter Capital Partners LP1,000,000$20.8M2.17%+600,000+150.0%Added
UBS Group AG1,013,006$21.0M0.00%−769,270−43.2%Reduced
Brown Advisory Inc1,017,613$21.1M0.03%−1,680,888−62.3%Reduced
Moore Capital Management, LP1,018,534$21.1M0.43%+339,512+50.0%Added
Schonfeld Strategic Advisors LLC1,023,450$21.2M0.11%−314,413−23.5%Reduced
BWCP, LP1,048,492$21.8M3.61%−243,710−18.9%Reduced
Junto Capital Management LP1,268,583$26.3M0.59%+1,268,583New
Kinetic Partners Management, LP1,270,000$26.4M1.28%+1,270,000New
State Street Corp1,454,704$30.2M0.00%−157,106−9.7%Reduced
Interval Partners, LP1,601,363$33.2M0.78%+199,421+14.2%Added
Woodline Partners LP1,603,746$33.3M0.13%+726,650+82.8%Added
Goldman Sachs Group Inc1,647,520$34.2M0.00%+378,866+29.9%Added
Senator Investment Group LP1,825,797$37.9M1.52%+911,860+99.8%Added
Natixis Advisors, L.P.1,831,396$38.0M0.05%+939,248+105.3%Added
TimesSquare Capital Management, LLC2,003,166$41.6M0.63%+401,435+25.1%Added
Marshall Wace, LLP2,045,950$42.5M0.04%+586,790+40.2%Added
ACK Asset Management LLC2,100,000$43.6M5.47%00.0%Unchanged
Stephens Investment Management Group LLC2,126,724$44.1M0.57%+119,851+6.0%Added
Adage Capital Partners GP, L.L.C.2,140,375$44.4M0.07%+173,306+8.8%Added
Renaissance Technologies LLC2,585,089$53.6M0.08%+2,585,089New
RDST Capital LLC2,693,617$55.9M5.27%+2,693,617New
Capital World Investors3,114,408$64.6M0.01%−1,368,709−30.5%Reduced
Millennium Management LLC3,558,658$73.8M0.05%+18,249+0.5%Added
Jacobs Levy Equity Management, Inc3,736,368$77.5M0.30%+3,736,368New
Morgan Stanley3,925,740$81.5M0.00%−472,748−10.7%Reduced
BlackRock, Inc.4,279,594$88.8M0.00%−231,481−5.1%Reduced
Hill City Capital, LP5,120,200$106.2M4.01%+901,700+21.4%Added
Alyeska Investment Group, L.P.5,166,115$107.2M0.30%+634,354+14.0%Added
Slate Path Capital LP5,364,500$111.3M1.50%+3,083,434+135.2%Added
Phoenix Holdings Ltd.5,517,639$114.5M1.24%+8,098+0.1%Added
Point72 Asset Management, L.P.7,303,019$151.5M0.24%+411,010+6.0%Added
Citadel Advisors LLC7,602,079$157.7M0.11%+6,192,167+439.2%Added
JPMorgan Chase & Co9,690,174$201.1M0.01%+1,775,415+22.4%Added
FMR LLC11,088,502$230.1M0.01%−781,991−6.6%Reduced
Massachusetts Financial Services Co12,633,600$262.1M0.08%−967,270−7.1%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners24,402,713$506.4M4.73%+5,404,866+28.4%Added
Wellington Management Group LLP52,410,634$1.09B0.19%+1,760,903+3.5%Added
Long Pond Capital, LP0$00.00%−7,247,811−100.0%Sold out
Bank of Montreal0$00.00%−418,247−100.0%Sold out
Fred Alger Management, LLC0$00.00%−386,579−100.0%Sold out
Morningstar Investment Management LLC0$00.00%−302,014−100.0%Sold out
Roubaix Capital, LLC0$00.00%−291,314−100.0%Sold out
Zimmer Partners, LP0$00.00%−275,000−100.0%Sold out
Cercano Management LLC0$00.00%−237,647−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−215,840−100.0%Sold out
Clean Energy Transition LLP0$00.00%−191,261−100.0%Sold out