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JHX · LIN 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.

JHXLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
  • LIN
010203040Q1 2023Q3 2023Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterJHXLIN
Q1 2023none listed holders, n.a.40 holders, $29.9bn
Q2 2023none listed holders, n.a.35 holders, $30.7bn
Q3 2023none listed holders, n.a.31 holders, $30.1bn
Q4 2023none listed holders, n.a.32 holders, $32.7bn
Q1 2024none listed holders, n.a.27 holders, $34.3bn
Q2 2024none listed holders, n.a.28 holders, $30.5bn
Q3 2024none listed holders, n.a.23 holders, $32.2bn
Q4 2024none listed holders, n.a.32 holders, $28.9bn
Q1 2025none listed holders, n.a.32 holders, $31.9bn
Q2 20251 holders, $31m31 holders, $31.8bn
Q3 202510 holders, $1.9bn28 holders, $31.5bn
Q4 202512 holders, $2.2bn36 holders, $30.2bn
Q1 202617 holders, $2.8bn35 holders, $37.0bn
Q2 202621 holders, $4.1bn34 holders, $40.4bn
JHX

James Hardie Inds PLC

Holders
21
Reported value
$4.1bn
Buyers
17
Sellers
19

Breadth -2 among 91 comparable managers.

Materials
LIN

Linde PLC

Holders
34
Reported value
$40.4bn
Buyers
27
Sellers
19

Breadth +8 among 91 comparable managers.

Materials

Who holds both, Q2 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JHX (9)

Brevan Howard Capital Management LP, Bridgewater Associates LP, First Eagle Investment Management LLC, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Steadfast Capital Management LP, Walleye Capital LLC

Only LIN (22)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Invesco Ltd, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, Rokos Capital Management LLP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP

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.

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