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JELD · JELD-WEN Holding, Inc. · Holdings

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$1.37 -0.05 (-3.52%) At close · Oct 23
Rebalance outlook locked
Market Cap
$118.87M
Shares
86.76M
Volume · Oct 23 625.62K Avg daily vol (3M) 1.68M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of JELD: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 139
Total Value: $106,180,953
Total Shares: 70,776,823
Showing 1–100 of 145 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Superinvestors Holding JELD

All superinvestors →
Bill Miller $10,708,642

Holder Concentration

Across 147 13F filers
Top Holder
23.3%
Sep 2023 → Jun 2026 · range 16.1% – 23.3%
of institutional value
Top 5
49.5%
Sep 2023 → Jun 2026 · range 44.6% – 59.4%
of institutional value
Top 10
67.0%
Sep 2023 → Jun 2026 · range 61.5% – 77.1%
of institutional value
HHI
826
Sep 2023 → Jun 2026 · range 699 – 858
Broadly held

Who Holds JELD

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 147 filers, like-for-like change -4.5%; actively managed books +6.2%; index-like books -40.0%.

Holder type Share Filers Change
Registered adviser 49.3% 84 +9.3%
Exempt adviser 2.1% 2 +46.3%
Adviser 0.7% 2 -64.9%
Bank 5.9% 13 -0.1%
Broker-dealer 0.1% 1 -26.0%
Benefit plan 0.1% 2 -64.9%
Non-US 23.8% 5 +0.3%
Holding company 6.5% 7 -39.3%
Insurer 0.0% 0 -100.0%
Unknown 11.6% 31 -24.9%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

147 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.36% of filers hold it in their top 10
Mar 31, 2026: 1
Holders above 5%
0
median weight 0.000%
Mar 31, 2026: 0
Crowding
28.9%
of shares outstanding, 80th percentile
Mar 31, 2026: 24.8%
Private-fund advisers
21.7%
of shares outstanding
Institutional ownership
82.6%
86.2% of the estimated free float
Top 10 holders
67.3%
of 13F shares, Herfindahl 0.083
Active holders
+6.2%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (4 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 14.0 quarters
Under 1 year 21.7% 1 to 3 years 20.8% 3 years or more 57.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$9.25
estimated per share
Mar 31, 2026: $10.98
Quarter-end price
$1.50
implied by 13F values
Estimated gain or loss
-83.8%
price against the estimated cost
Estimated at a loss
100.0%
of costed 13F value

Estimated cost covers 73.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies JELD's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF 5
2 IVZ Invesco Ltd. 3
3 GOOGL Alphabet Inc. 4
4 XOM ExxonMobil Holdings Corp 3
5 AVGO Broadcom Inc. 3
6 META Meta Platforms, Inc. 3

Shareholder Targets

13F filers that own its peers but not JELD, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BIL, IVZ, GOOGL, XOM, AVGO, META. 6,834 filers in all.

# Filer In peers
1 Capital World Investors Adviser, Diversified active $115,485,529,409 5 held
2 Capital Research Global Investors Adviser, Diversified active $108,978,183,582 5 held
3 NORGES BANK Non-US, Index-like $107,180,240,837 5 held
4 Capital International Investors Adviser, Diversified active $68,034,267,110 5 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $47,928,664,738 6 held
6 Legal & General Group Plc Unknown, Index-like $46,153,230,226 6 held
7 Nuveen, LLC Unknown, Index-like $43,490,079,852 6 held
8 Amundi Holding company, Index-like $38,760,219,741 5 held
9 Berkshire Hathaway Inc Insurer, Concentrated $37,764,088,381 1 held
10 FRANKLIN RESOURCES INC Adviser, Diversified active $36,708,051,613 6 held

Fund Ownership of JELD by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.89% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.00% 2,601,992
Index ETFs 9.89% 8,577,573
Active ETFs 1.72% 1,491,926
Active funds 4.76% 4,130,180
Unclassified 0.23% 202,850
All registered funds 19.60% 17,004,521
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 79 Exempt adviser 2 Adviser 2 Bank 13 Broker-dealer 1 Benefit plan 2 Non-US 5 Holding company 7 Unknown 28
Showing 100 of 145
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
TURTLE CREEK ASSET MANAGEMENT INC. $24,938,335 23.49% 16,625,557
Miller Value Partners, LLC $10,708,642 10.09% 7,139,095
D. E. Shaw & Co., Inc. $6,308,180 5.94% 4,205,454
AQR CAPITAL MANAGEMENT LLC $5,757,385 5.42% 3,838,258
VANGUARD CAPITAL MANAGEMENT LLC $5,312,259 5.00% 3,541,506
MASON CAPITAL MANAGEMENT LLC $4,664,431 4.39% 3,109,621
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $4,550,725 4.29% 3,033,817
BlackRock, Inc. $3,668,215 3.45% 2,445,478
JPMORGAN CHASE & CO $3,391,633 3.19% 2,261,089
DIMENSIONAL FUND ADVISORS LP $2,456,355 2.31% 1,637,571
MARSHALL WACE, LLP $2,232,007 2.10% 1,488,005
ICON ADVISERS INC/CO $1,875,000 1.77% 1,250,000
SHENKMAN CAPITAL MANAGEMENT INC $1,795,323 1.69% 1,196,882
Allianz Asset Management GmbH $1,653,039 1.56% 1,102,026
GEODE CAPITAL MANAGEMENT, LLC $1,530,613 1.44% 1,020,409
MILLENNIUM MANAGEMENT LLC $1,377,502 1.30% 918,335
CITADEL ADVISORS LLC $1,360,634 1.28% 907,090
Jefferies Financial Group Inc. $1,133,194 1.07% 755,463
MORGAN STANLEY $1,079,269 1.02% 719,515
RENAISSANCE TECHNOLOGIES LLC $1,025,698 0.97% 683,799
TWO SIGMA INVESTMENTS, LP $1,013,889 0.95% 675,926
GOLDMAN SACHS GROUP INC $937,040 0.88% 624,694
JANE STREET GROUP, LLC $847,595 0.80% 565,064
TUDOR INVESTMENT CORP ET AL $838,696 0.79% 559,131
Verition Fund Management LLC $827,607 0.78% 551,738
VANGUARD FIDUCIARY TRUST CO $820,278 0.77% 546,852
UBS Group AG $796,769 0.75% 531,180
Jain Global LLC $774,061 0.73% 516,041
BANK OF AMERICA CORP /DE/ $722,620 0.68% 481,747
GSA CAPITAL PARTNERS LLP $690,774 0.65% 460,516
STATE STREET CORP $637,891 0.60% 425,261
FEDERATED HERMES, INC. $546,450 0.51% 364,300
IEQ CAPITAL, LLC $508,446 0.48% 338,964
SUSQUEHANNA INTERNATIONAL GROUP, LLP $469,332 0.44% 312,888
Walleye Capital LLC $458,340 0.43% 305,560
XTX Topco Ltd $432,378 0.41% 288,252
VANGUARD PORTFOLIO MANAGEMENT LLC $425,379 0.40% 283,586
RBF Capital, LLC $344,659 0.32% 229,773
Aster Capital Management (DIFC) Ltd $324,915 0.31% 216,610
ARISTEIA CAPITAL, L.L.C. $305,958 0.29% 203,972
NORTHERN TRUST CORP $302,107 0.28% 201,405
WOLVERINE ASSET MANAGEMENT LLC $282,505 0.27% 188,337
Vanguard Global Advisers, LLC $280,332 0.26% 186,888
BNP PARIBAS ARBITRAGE, SA $260,832 0.25% 173,888
Mariner, LLC $231,274 0.22% 154,183
BARCLAYS PLC $228,038 0.21% 152,026
Squarepoint Ops LLC $215,772 0.20% 143,848
BRIDGEWAY CAPITAL MANAGEMENT, LLC $206,188 0.19% 137,459
OCCUDO QUANTITATIVE STRATEGIES LP $196,437 0.19% 130,958
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $177,720 0.17% 118,480
Russell Investments Group, Ltd. $168,758 0.16% 112,506
Invesco Ltd. $166,915 0.16% 111,277
STOREBRAND ASSET MANAGEMENT AS $164,613 0.16% 109,742
Norris Financial Group, LLC $159,199 0.15% 106,133
Phil A. Younker & Associates, Ltd. $141,750 0.13% 94,500
CANADA PENSION PLAN INVESTMENT BOARD $140,700 0.13% 93,800
MERCER GLOBAL ADVISORS INC /ADV $130,365 0.12% 86,910
Centiva Capital, LP $130,108 0.12% 86,739
State of Wyoming $126,420 0.12% 84,280
Rafferty Asset Management, LLC $122,265 0.12% 81,510
Graham Capital Management, L.P. $117,757 0.11% 78,505
JACOBS LEVY EQUITY MANAGEMENT, INC $114,303 0.11% 76,202
STATE OF WISCONSIN INVESTMENT BOARD $108,750 0.10% 72,500
SUSQUEHANNA INTERNATIONAL GROUP, LLP $105,450 0.10% 70,300
CIBC WORLD MARKET INC. $104,025 0.10% 69,350
Virtu Financial LLC $94,915 0.09% 63,277
JANE STREET GROUP, LLC $94,650 0.09% 63,100
Creative Planning $94,513 0.09% 63,009
Schonfeld Strategic Advisors LLC $88,540 0.08% 59,027
Catalyst Funds Management Pty Ltd $85,200 0.08% 56,800
CITADEL ADVISORS LLC $83,100 0.08% 55,400
LPL Financial LLC $82,906 0.08% 55,271
Engineers Gate Manager LP $81,876 0.08% 54,584
CITIGROUP INC $80,955 0.08% 53,970
Cerity Partners LLC $75,721 0.07% 50,481
HSBC HOLDINGS PLC $69,886 0.07% 46,591
Arax Advisory Partners $68,232 0.06% 45,488
RHUMBLINE ADVISERS $66,280 0.06% 44,187
OSAIC HOLDINGS, INC. $62,964 0.06% 41,976
CAPTRUST FINANCIAL ADVISORS $61,336 0.06% 40,891
Bank of New York Mellon Corp $56,806 0.05% 37,871
Empowered Funds, LLC $56,188 0.05% 37,459
CITADEL ADVISORS LLC $54,750 0.05% 36,500
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $51,136 0.05% 34,091
Parkwoods Wealth Partners, LLC $46,140 0.04% 30,760
Tower Research Capital LLC (TRC) $45,949 0.04% 30,633
BRIGHTON JONES LLC $43,117 0.04% 28,745
Vanguard Personalized Indexing Management, LLC $41,520 0.04% 27,680
Merit Financial Group, LLC $40,445 0.04% 26,964
Corient Private Wealth LLC $39,520 0.04% 26,347
ROYAL BANK OF CANADA $36,370 0.03% 24,247
SUSQUEHANNA INTERNATIONAL GROUP, LLP $35,100 0.03% 23,400
Wealthfront Advisers LLC $34,177 0.03% 22,785
R Squared Ltd $33,640 0.03% 22,427
THOMPSON DAVIS & CO., INC. $33,375 0.03% 22,250
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $32,542 0.03% 17,686
Y-Intercept (Hong Kong) Ltd $32,249 0.03% 17,527
Pallas Capital Advisors LLC $30,249 0.03% 20,166
Focus Partners Wealth $28,497 0.03% 18,998
PRICE T ROWE ASSOCIATES INC /MD/ $27,600 0.03% 18,400

Showing the top 100 of 145 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1674335 CUSIP 47580P103 13F (30d) 11 filings 11 filers Visit website Investor relations