Holders over time
- JHX
- HWM
| Quarter | JHX | HWM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 12 holders, $1.6bn |
| Q4 2020 | none listed holders, n.a. | 21 holders, $3.0bn |
| Q1 2021 | none listed holders, n.a. | 18 holders, $3.2bn |
| Q2 2021 | none listed holders, n.a. | 19 holders, $3.8bn |
| Q3 2021 | none listed holders, n.a. | 18 holders, $3.4bn |
| Q4 2021 | none listed holders, n.a. | 15 holders, $3.7bn |
| Q1 2022 | none listed holders, n.a. | 12 holders, $3.6bn |
| Q2 2022 | none listed holders, n.a. | 15 holders, $3.2bn |
| Q3 2022 | none listed holders, n.a. | 20 holders, $3.1bn |
| Q4 2022 | none listed holders, n.a. | 19 holders, $4.4bn |
| Q1 2023 | none listed holders, n.a. | 23 holders, $4.7bn |
| Q2 2023 | none listed holders, n.a. | 25 holders, $5.2bn |
| Q3 2023 | none listed holders, n.a. | 26 holders, $4.3bn |
| Q4 2023 | none listed holders, n.a. | 22 holders, $5.0bn |
| Q1 2024 | none listed holders, n.a. | 22 holders, $6.1bn |
| Q2 2024 | none listed holders, n.a. | 23 holders, $7.1bn |
| Q3 2024 | none listed holders, n.a. | 25 holders, $8.7bn |
| Q4 2024 | none listed holders, n.a. | 21 holders, $9.0bn |
| Q1 2025 | none listed holders, n.a. | 23 holders, $10.0bn |
| Q2 2025 | 1 holders, $31m | 22 holders, $13.2bn |
| Q3 2025 | 10 holders, $1.9bn | 23 holders, $13.4bn |
| Q4 2025 | 12 holders, $2.2bn | 26 holders, $13.6bn |
| Q1 2026 | 17 holders, $2.8bn | 35 holders, $15.6bn |
| Q2 2026 | 21 holders, $4.1bn | 37 holders, $17.3bn |
James Hardie Inds PLC
- Holders
- 12
- Reported value
- $2.2bn
- Buyers
- 21
- Sellers
- 8
Breadth +13 among 92 comparable managers.
Howmet Aerospace Inc
- Holders
- 26
- Reported value
- $13.6bn
- Buyers
- 23
- Sellers
- 14
Breadth +9 among 92 comparable managers.
Who holds both, Q4 2025
Both (5)
Capital World Investors, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, Wellington Management Group LLP
Only JHX (7)
D1 Capital Partners LP, First Eagle Investment Management LLC, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Woodline Partners LP
Only HWM (21)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.