L3VLUP

JHX · HWM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • JHX
  • HWM
010203040202120222023202420252026
Holders and value by quarter
QuarterJHXHWM
Q3 2020none listed holders, n.a.12 holders, $1.6bn
Q4 2020none listed holders, n.a.21 holders, $3.0bn
Q1 2021none listed holders, n.a.18 holders, $3.2bn
Q2 2021none listed holders, n.a.19 holders, $3.8bn
Q3 2021none listed holders, n.a.18 holders, $3.4bn
Q4 2021none listed holders, n.a.15 holders, $3.7bn
Q1 2022none listed holders, n.a.12 holders, $3.6bn
Q2 2022none listed holders, n.a.15 holders, $3.2bn
Q3 2022none listed holders, n.a.20 holders, $3.1bn
Q4 2022none listed holders, n.a.19 holders, $4.4bn
Q1 2023none listed holders, n.a.23 holders, $4.7bn
Q2 2023none listed holders, n.a.25 holders, $5.2bn
Q3 2023none listed holders, n.a.26 holders, $4.3bn
Q4 2023none listed holders, n.a.22 holders, $5.0bn
Q1 2024none listed holders, n.a.22 holders, $6.1bn
Q2 2024none listed holders, n.a.23 holders, $7.1bn
Q3 2024none listed holders, n.a.25 holders, $8.7bn
Q4 2024none listed holders, n.a.21 holders, $9.0bn
Q1 2025none listed holders, n.a.23 holders, $10.0bn
Q2 20251 holders, $31m22 holders, $13.2bn
Q3 202510 holders, $1.9bn23 holders, $13.4bn
Q4 202512 holders, $2.2bn26 holders, $13.6bn
Q1 202617 holders, $2.8bn35 holders, $15.6bn
Q2 202621 holders, $4.1bn37 holders, $17.3bn
JHX

James Hardie Inds PLC

Holders
17
Reported value
$2.8bn
Buyers
17
Sellers
14

Breadth +3 among 91 comparable managers.

HWM

Howmet Aerospace Inc

Holders
35
Reported value
$15.6bn
Buyers
24
Sellers
16

Breadth +8 among 91 comparable managers.

Who holds both, Q1 2026

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

Back to the 13F Explorer →