JELD-WEN HLDG INC (JELD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
148
Reporting holders
$111.7M
Reported value
85.6%
Of shares outstanding
0.4%
Held as options
+3
Holder change
Institutions report 74,276,448 shares against 86,763,382 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| TURTLE CREEK ASSET MANAGEMENT INC. | $24.9M | 16,625,557 | 0.97% | 20q | HELD |
| Miller Value Partners, LLC | $10.7M | 7,139,095 | 2.53% | 6q | +7.8%+$778.8K |
| D. E. Shaw & Co., Inc. | $6.3M | 4,205,454 | 0.00% | 17q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $5.8M | 3,838,258 | 0.00% | 23q | +374.6%+$4.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.3M | 3,541,506 | 0.00% | 2q | +0.5%+$26.9K |
| MASON CAPITAL MANAGEMENT LLC | $4.7M | 3,109,621 | 0.77% | 2q | +300.3%+$3.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.6M | 3,033,817 | 0.00% | 31q | -28.8%-$1.8M |
| Sixth Street Partners Management Company, L.P. | $4.6M | 3,033,817 | 0.00% | new | NEW |
| BlackRock, Inc. | $3.7M | 2,445,478 | 0.00% | 8q | -61.8%-$5.9M |
| JPMORGAN CHASE & CO | $3.1M | 2,261,089 | 0.00% | 31q | +409.5%+$2.5M |
| DIMENSIONAL FUND ADVISORS LP | $2.5M | 1,637,571 | 0.00% | 31q | -39.1%-$1.6M |
| MARSHALL WACE, LLP | $2.2M | 1,488,005 | 0.00% | 6q | +54.7%+$788.9K |
| SHENKMAN CAPITAL MANAGEMENT INC | $1.9M | 1,196,882 | 0.26% | new | NEW |
| ICON ADVISERS INC/CO | $1.9M | 1,250,000 | 0.35% | new | NEW |
| Verition Fund Management LLC | $1.7M | 1,103,476 | 0.00% | 7q | +120.7%+$905.2K |
| Allianz Asset Management GmbH | $1.7M | 1,102,026 | 0.00% | 12q | +16.3%+$231.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.5M | 1,020,409 | 0.00% | 31q | -46.6%-$1.3M |
| CITADEL ADVISORS LLC | $1.5M | 907,090 | 0.00% | 24q | +18.9%+$238.5K |
| MILLENNIUM MANAGEMENT LLC | $1.4M | 918,335 | 0.00% | 18q | +1.5%+$20.1K |
| Jefferies Financial Group Inc. | $1.1M | 755,463 | 0.01% | 2q | +403.2%+$908.0K |
| MORGAN STANLEY | $1.1M | 719,515 | 0.00% | 35q | +241.1%+$762.9K |
| RENAISSANCE TECHNOLOGIES LLC | $1.0M | 683,799 | 0.00% | 5q | +27.3%+$219.9K |
| TWO SIGMA INVESTMENTS, LP | $1.0M | 675,926 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $942.2K | 565,064 | 0.00% | 11q | +182.5%+$608.7K |
| GOLDMAN SACHS GROUP INC | $937.0K | 624,694 | 0.00% | 31q | -16.8%-$189.3K |
| TUDOR INVESTMENT CORP ET AL | $838.7K | 559,131 | 0.00% | 4q | +3.8%+$30.5K |
| VANGUARD FIDUCIARY TRUST CO | $820.3K | 546,852 | 0.00% | 2q | HELD |
| UBS Group AG | $796.8K | 531,180 | 0.00% | 31q | +111.4%+$419.8K |
| Jain Global LLC | $774.1K | 516,041 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $722.6K | 481,747 | 0.00% | 31q | -1.8%-$13.6K |
| Inspire Investing, LLC | $693.9K | 462,573 | 0.03% | 12q | +6.0%+$39.4K |
| STATE STREET CORP | $637.9K | 425,261 | 0.00% | 31q | -76.5%-$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $609.9K | 312,888 | 0.00% | 31q | +133.4%+$348.6K |
| FEDERATED HERMES, INC. | $546.5K | 364,300 | 0.00% | 24q | -57.6%-$741.6K |
| IEQ CAPITAL, LLC | $508.4K | 338,964 | 0.00% | 2q | +1852.9%+$482.4K |
| Walleye Capital LLC | $458.5K | 305,560 | 0.00% | 2q | +62.2%+$175.9K |
| XTX Topco Ltd | $432.4K | 288,252 | 0.01% | 3q | -44.3%-$343.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $425.4K | 283,586 | 0.00% | 2q | -63.6%-$742.3K |
| RBF Capital, LLC | $344.7K | 229,773 | 0.01% | 2q | -8.2%-$30.9K |
| Aster Capital Management (DIFC) Ltd | $324.9K | 216,610 | 0.04% | new | NEW |
| ARISTEIA CAPITAL, L.L.C. | $306.0K | 203,972 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $302.1K | 201,405 | 0.00% | 31q | -70.5%-$721.7K |
| WOLVERINE ASSET MANAGEMENT LLC | $282.5K | 188,337 | 0.00% | 7q | HELD |
| Vanguard Global Advisers, LLC | $280.3K | 186,888 | 0.00% | 2q | -11.5%-$36.3K |
| BNP PARIBAS FINANCIAL MARKETS | $260.8K | 173,888 | 0.00% | 31q | +919.6%+$235.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $260.7K | 173,820 | 0.00% | new | NEW |
| Mariner, LLC | $231.2K | 154,183 | 0.00% | 6q | +257.1%+$166.4K |
| BARCLAYS PLC | $228.0K | 152,026 | 0.00% | 31q | +50.8%+$76.8K |
| Squarepoint Ops LLC | $215.8K | 143,848 | 0.00% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $206.2K | 137,459 | 0.00% | 12q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $196.4K | 130,958 | 0.01% | 3q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $177.7K | 118,480 | 0.00% | 14q | HELD |
| Russell Investments Group, Ltd. | $168.8K | 112,506 | 0.00% | 28q | -13.6%-$26.5K |
| Invesco Ltd. | $166.9K | 111,277 | 0.00% | 31q | -38.8%-$105.8K |
| STOREBRAND ASSET MANAGEMENT AS | $164.6K | 109,742 | 0.00% | 3q | -30.6%-$72.6K |
| Norris Financial Group, LLC | $159.2K | 106,133 | 0.06% | 5q | HELD |
| Phil A. Younker & Associates, Ltd. | $141.8K | 94,500 | 0.10% | 4q | +31.2%+$33.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | $140.7K | 93,800 | 0.00% | 7q | HELD |
| Centiva Capital, LP | $130.1K | 86,739 | 0.00% | 3q | +23.6%+$24.9K |
| State of Wyoming | $126.4K | 84,280 | 0.01% | 2q | +217.5%+$86.6K |
| Rafferty Asset Management, LLC | $122.3K | 81,510 | 0.00% | 25q | +22.3%+$22.3K |
| Graham Capital Management, L.P. | $117.8K | 78,505 | 0.00% | 5q | HELD |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $114.3K | 76,202 | 0.00% | 7q | -96.0%-$2.7M |
| STATE OF WISCONSIN INVESTMENT BOARD | $108.8K | 72,500 | 0.00% | 18q | +20.2%+$18.3K |
| CIBC WORLD MARKET INC. | $104.0K | 69,350 | 0.00% | 19q | +9.6%+$9.1K |
| Creative Planning | $94.5K | 63,009 | 0.00% | 2q | +433.5%+$76.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $90.7K | 85,271 | 0.00% | 5q | +473.6%+$74.9K |
| Schonfeld Strategic Advisors LLC | $88.5K | 59,027 | 0.00% | 7q | +59.3%+$32.9K |
| Catalyst Funds Management Pty Ltd | $85.2K | 56,800 | 0.00% | new | NEW |
| LPL Financial LLC | $82.9K | 55,271 | 0.00% | 4q | -26.0%-$29.1K |
| Engineers Gate Manager LP | $81.9K | 54,584 | 0.00% | 5q | -84.5%-$446.5K |
| CITIGROUP INC | $81.0K | 53,970 | 0.00% | 31q | -8.9%-$7.9K |
| Merit Financial Group, LLC | $80.9K | 53,928 | 0.00% | 2q | +305.8%+$61.0K |
| Cerity Partners LLC | $75.7K | 50,481 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $74.4K | options only | 0.00% | 2q | OPTIONS |
| Arax Advisory Partners | $68.2K | 45,488 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $66.3K | 44,187 | 0.00% | 31q | -60.7%-$102.5K |
| HSBC HOLDINGS PLC | $65.9K | 46,591 | 0.00% | 19q | +5.7%+$3.5K |
| OSAIC HOLDINGS, INC. | $63.0K | 41,976 | 0.00% | 26q | +962.7%+$57.0K |
| CAPTRUST FINANCIAL ADVISORS | $61.3K | 40,891 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $56.8K | 37,871 | 0.00% | 31q | -85.4%-$333.6K |
| Empowered Funds, LLC | $56.2K | 37,459 | 0.00% | 12q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $51.1K | 34,091 | 0.00% | 31q | -79.0%-$192.0K |
| Y-Intercept (Hong Kong) Ltd | $46.7K | 31,134 | 0.00% | new | NEW |
| Parkwoods Wealth Partners, LLC | $46.1K | 30,760 | 0.01% | 3q | +108.4%+$24.0K |
| Tower Research Capital LLC (TRC) | $46.0K | 30,633 | 0.00% | 29q | +184.7%+$29.8K |
| IMC-Chicago, LLC | $44.5K | options only | 0.00% | new | OPTIONS |
| BRIGHTON JONES LLC | $43.1K | 28,745 | 0.00% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $41.5K | 27,680 | 0.00% | new | NEW |
| Corient Private Wealth LP | $39.3K | 26,201 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $36.0K | 24,247 | 0.00% | 31q | +149.0%+$21.5K |
| Wealthfront Advisers LLC | $34.2K | 22,785 | 0.00% | 3q | HELD |
| R Squared Ltd | $33.6K | 22,427 | 0.02% | 2q | +55.8%+$12.1K |
| THOMPSON DAVIS & CO., INC. | $33.4K | 22,250 | 0.02% | 2q | +36.9%+$9.0K |
| Pallas Capital Advisors LLC | $30.2K | 20,166 | 0.00% | new | NEW |
| Focus Partners Wealth | $28.5K | 18,998 | 0.00% | new | NEW |
| Allspring Global Investments Holdings, LLC | $23.5K | 15,995 | 0.00% | 3q | -5.1%-$1.3K |
| Rossby Financial, LCC | $23.4K | 15,573 | 0.00% | 2q | HELD |
| FMR LLC | $22.1K | 14,730 | 0.00% | 31q | +315.4%+$16.8K |
| AXQ CAPITAL, LP | $22.0K | 14,665 | 0.00% | 2q | -14.6%-$3.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-05 | 13G | Mason Capital Management LLCwith 2 co-filers | 5.5% |
| 2026-07-08 | 13G/A | BlackRock, Inc. | 2.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 148 | $111.7M | 74,276,448 | 42 | 50 | 31 | 0.4% |
| Q1 2026 | 145 | $92.4M | 74,380,754 | 31 | 47 | 46 | 0.2% |
| Q4 2025 | 134 | $190.1M | 77,040,558 | 18 | 36 | 56 | 0.2% |
| Q3 2025 | 168 | $387.1M | 78,625,281 | 40 | 51 | 54 | 0.3% |
| Q2 2025 | 158 | $307.7M | 78,263,710 | 24 | 68 | 41 | 0.3% |
| Q1 2025 | 175 | $510.5M | 85,264,943 | 37 | 72 | 44 | 0.3% |
| Q4 2024 | 165 | $673.4M | 82,159,550 | 37 | 52 | 50 | 0.1% |
| Q3 2024 | 148 | $1.3B | 79,905,195 | 15 | 43 | 59 | 0.1% |
| Q2 2024 | 159 | $1.1B | 82,069,828 | 18 | 66 | 53 | 2.4% |
| Q1 2024 | 168 | $1.8B | 82,026,516 | 21 | 49 | 64 | 1.8% |
| Q4 2023 | 163 | $1.6B | 82,622,637 | 22 | 59 | 54 | 0.3% |
| Q3 2023 | 158 | $1.1B | 80,329,158 | 22 | 59 | 44 | 0.3% |
| Q2 2023 | 149 | $1.4B | 78,018,606 | 19 | 50 | 46 | 0.4% |
| Q1 2023 | 149 | $965.5M | 76,040,889 | 23 | 56 | 46 | 0.4% |
| Q4 2022 | 128 | $587.4M | 60,652,437 | 24 | 47 | 38 | 0.4% |
| Q3 2022 | 162 | $710.3M | 80,878,264 | 38 | 60 | 45 | 0.4% |
| Q2 2022 | 144 | $1.2B | 84,351,750 | 25 | 48 | 53 | 0.6% |
| Q1 2022 | 163 | $1.8B | 86,997,365 | 20 | 54 | 55 | 0.3% |
| Q4 2021 | 171 | $2.3B | 86,825,727 | 32 | 61 | 47 | 0.2% |
| Q3 2021 | 155 | $2.2B | 88,919,336 | 19 | 57 | 55 | 0.2% |
| Q2 2021 | 154 | $2.1B | 79,515,138 | 19 | 73 | 39 | 0.5% |
| Q1 2021 | 163 | $2.0B | 70,548,471 | 28 | 60 | 50 | 0.6% |
| Q4 2020 | 154 | $1.6B | 63,237,943 | 20 | 49 | 62 | 0.7% |
| Q3 2020 | 160 | $1.4B | 62,255,700 | 40 | 44 | 54 | 0.6% |
| Q2 2020 | 128 | $1.0B | 62,235,713 | 24 | 48 | 44 | 0.1% |
| Q1 2020 | 141 | $620.5M | 63,385,951 | 27 | 53 | 44 | 0.6% |
| Q4 2019 | 152 | $1.5B | 62,933,894 | 40 | 49 | 45 | 0.4% |
| Q3 2019 | 133 | $1.2B | 61,637,339 | 16 | 48 | 36 | 0.5% |
| Q2 2019 | 144 | $1.3B | 61,182,511 | 23 | 46 | 42 | 0.7% |
| Q1 2019 | 151 | $1.1B | 62,970,131 | 38 | 50 | 36 | 0.3% |
| Q4 2018 | 137 | $997.1M | 70,009,555 | 1 | 1 | 3 | 0.2% |