Who Owns JELD-WEN Stock?
NYSE: JELDBasic MaterialsForest ProductsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 90.30%
- Held by insiders
- 3.37%
- Institutional holders
- 190
- Institutions 90.3%
- Insiders 3.4%
- Public and other 6.3%
Who owns JELD-WEN stock?
Institutional investors own about 90.3% of JELD-WEN's shares, spread across 190 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 3.37% of JELD.
The largest institutional holders are Turtle Creek Asset Management Inc. (19.16%), Miller Value Partners, LLC (8.23%) and Shaw D.E. & Co., Inc. (4.85%). Together, the top 10 institutions control 55.1% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their JELD positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of JELD
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Turtle Creek Asset Management Inc. | 16.63M | 19.16% | 0.0% |
| Miller Value Partners, LLC | 7.14M | 8.23% | +7.8% |
| Shaw D.E. & Co., Inc. | 4.21M | 4.85% | -0.3% |
| AQR Capital Management, LLC | 3.84M | 4.42% | +374.6% |
| Vanguard Capital Management LLC | 3.54M | 4.08% | +0.5% |
| Mason Capital Management, LLC | 3.11M | 3.58% | +300.3% |
| Charles Schwab Investment Management, Inc. | 3.03M | 3.50% | -28.8% |
| Blackrock Inc. | 2.45M | 2.82% | -61.8% |
| JPMORGAN CHASE & CO | 2.26M | 2.61% | +409.5% |
| Dimensional Fund Advisors LP | 1.64M | 1.89% | -39.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of JELD
| Fund | Shares | % Held |
|---|---|---|
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | 2.50M | 2.88% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.50M | 2.88% |
| SCM Trust-ICON Natural Resources and Infrastructure Fund | 1.25M | 1.44% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 961.26K | 1.11% |
| PIMCO Equity Series-PIMCO RAE US Small Fund | 727.12K | 0.84% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 559.55K | 0.64% |
| SCHWAB CAPITAL TRUST-Schwab Fundamental U.S. Small Company Index Fund | 524.75K | 0.60% |
| Northern Lights Fund Trust IV-Inspire Small/Mid Cap ETF | 455.21K | 0.52% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 447.82K | 0.52% |
| iShares Trust-iShares U.S. Home Construction ETF | 441.02K | 0.51% |
Frequently asked questions
Who is the largest shareholder of JELD-WEN?
Turtle Creek Asset Management Inc. is the largest institutional shareholder of JELD, owning 19.16% of shares outstanding (16.63M shares) as of its latest 13F filing.
What percentage of JELD-WEN is owned by institutions?
Institutions own about 90.3% of JELD shares and 93.5% of the public float.
How much of JELD-WEN do insiders own?
Insiders, such as officers and directors, own about 3.37% of JELD shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.