Among active 13F managers last quarter, 14 opened and 35 added, while 22 reduced; the largest holder to move was D1 Capital Partners L.P. (−2.7%). Over the last 180 days, 2 insiders sold and 1 insider bought, a net -$28.2M in open-market trades.
The legs disagree, or only one of them leans.
299 tracked 13F filers disclose a position in JHX as of the latest SEC 13F filings, a combined $5.0B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 37.8M | $989.4M | ▲+21% Added · +6.5M sh | Q2 2026 | |
| 2 | D1 Capital Partners L.P. | 27.5M | $721.1M | ▼−2.7% Reduced · −755K sh | Q2 2026 | |
| 3 | Massachusetts Financial Services Co | 11.6M | $236.6M | ▼−8.1% Reduced · −1.0M sh | Q1 2026 | |
| 4 | Alyeska Investment Group, L.P. | 8.7M | $228.8M | ▲+12% Added · +954K sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 8.4M | $147.3M | ▼−14% Reduced · −1.3M sh | Q1 2026 | |
| 6 | Slate Path Capital LP | 6.0M | $157.6M | ▲+12% Added · +657K sh | Q2 2026 | |
| 7 | Hill City Capital, LP | 5.7M | $149.9M | ▲+1.8% Added · +102K sh | Q2 2026 | |
| 8 | BlackRock, Inc. | 4.8M | $126.7M | ▼−14% Reduced · −777K sh | Q2 2026 | |
| 9 | Point72 Asset Management, L.P. | 4.4M | $115.8M | ▼−30% Reduced · −1.9M sh | Q2 2026 | |
| 10 | Palestra Capital Management LLC | 4.1M | $108.1M | ▲New +4.1M sh | Q2 2026 | |
| 11 | RDST Capital LLC | 4.0M | $105.1M | ▲+24% Added · +777K sh | Q2 2026 | |
| 12 | Renaissance Technologies LLC | 3.8M | $72.7M | ▲+49% Added · +1.3M sh | Q1 2026 | |
| 13 | Adage Capital Partners GP, L.L.C. | 3.6M | $68.6M | ▲+69% Added · +1.5M sh | Q1 2026 | |
| 14 | Millennium Management LLC | 3.4M | $63.9M | ▼−5.2% Reduced · −186K sh | Q1 2026 | |
| 15 | Jacobs Levy Equity Management, Inc | 3.1M | $81.9M | ▼−24% Reduced · −998K sh | Q2 2026 | |
| 16 | Barclays PLC | 2.9M | $54.4M | ▲+807% Added · +2.6M sh | Q1 2026 | |
| 17 | Morgan Stanley | 2.5M | $47.6M | ▼−36% Reduced · −1.4M sh | Q1 2026 | |
| 18 | UBS Group AG | 2.4M | $46.2M | ▲+141% Added · +1.4M sh | Q1 2026 | |
| 19 | Stephens Investment Management Group LLC | 2.2M | $58.7M | ▲+5.8% Added · +123K sh | Q2 2026 | |
| 20 | Citigroup Inc | 2.2M | $40.9M | ▲19× Added · +2.0M sh | Q1 2026 | |
| 21 | ACK Asset Management LLC | 2.1M | $55.0M | —Held | Q2 2026 | |
| 22 | Merewether Investment Management, LP | 2.1M | $54.0M | ▲+5.4% Added · +106K sh | Q2 2026 | |
| 23 | Marshall Wace, LLP | 2.0M | $38.8M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 24 | Holocene Advisors, LP | 2.0M | $53.2M | ▼−13% Reduced · −291K sh | Q2 2026 | |
| 25 | SIH Partners, LLLP | 2.0M | $37.9M | ▲+472% Added · +1.6M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 14 funds opened a new position in JHX and 35 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Amazon.com IncAMZN | 172 funds | $133.8B |
| Nvidia CorpNVDA | 169 funds | $270.2B |
| Meta Platforms Inc-Class AMETA | 166 funds | $77.1B |
| Microsoft CorpMSFT | 165 funds | $170.3B |
| Alphabet Inc-CL AGOOGL | 155 funds | $118.6B |
| JPMorgan Chase & CoJPM | 154 funds | $43.0B |
| Broadcom IncAVGO | 152 funds | $105.3B |
| Alphabet Inc-CL CGOOG | 152 funds | $87.0B |
| Visa Inc-Class A SharesV | 152 funds | $45.1B |
| Eli Lilly & CoLLY | 151 funds | $53.0B |
| Chevron CorpCVX | 150 funds | $19.4B |
| Micron Technology IncMU | 149 funds | $39.3B |
Ranked by how many of JHX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JHX.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 25, 2026 | Skelly Jonathan | Pres. James Hardie NA | Sell (S) 2 lots, same day | 65K | $2.0M |
| Aug 24, 2026 | Singh Jesse G | Director | Sell (S) 2 lots, same day | 385K | $11.6M |
| Aug 21, 2026 | Singh Jesse G | Director | Sell (S) 3 lots, same day | 486K | $14.7M |
| Jun 2, 2026 | Rowland Suzanne B | Director | Buy (P) | 3K | $69K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 50 | 30 | – |
Insiders Form 4 open-market | 1 | 2 | -$28.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| JHXthis pagecs | 299 funds | $5.0B |
| JHIUFUNLSTD FOREIGN ORDRY | 1 funds | $317K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for JHX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JHX/capital-change-brief"
Use Arkolith's capital_change_brief for JHX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for JHX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.