JELD-WEN Ownership 2024 | Who Owns JELD-WEN Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

43.02%

Insider Ownership

1.54%

Retail Ownership

55.44%

Institutional Holders

91.00

JELD-WEN Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TURTLE CREEK ASSET MANAGEMENT INC.16.19%4.80%13,842,920--186,464,132Jun 30, 2024
VANGUARD GROUP INC11.11%0.00%9,501,587619,4996.97%127,986,376Jun 30, 2024
PZENA INVESTMENT MANAGEMENT LLC10.90%0.44%9,320,8511,939,05226.27%125,551,863Jun 30, 2024
BLACKROCK INC.10.87%0.00%9,300,171729,2388.51%125,273,302Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.9.06%0.45%7,746,341-11,048-0.14%104,343,212Jun 30, 2024
AMERICAN CENTURY COMPANIES INC4.37%0.03%3,739,642-704,827-15.86%50,372,988Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.77%0.01%3,226,666191,6576.31%43,461,090Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.37%0.01%2,022,54793,3964.84%27,243,708Jun 30, 2024
STATE STREET CORP2.31%0.00%1,977,09926,6611.37%26,631,524,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.26%0.00%1,936,43161,4953.28%26,089,253Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.60%0.00%1,366,034220,17719.22%18,400,478Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.56%0.17%1,335,2451,017,275319.93%17,985,000Jun 30, 2024
ENGINE CAPITAL MANAGEMENT, LP1.36%2.93%1,162,303803,095223.57%15,656,221Jun 30, 2024
TOWLE & CO1.29%1.94%1,099,289-533,777-32.69%14,807,423Jun 30, 2024
BOUNDARY CREEK ADVISORS LP1.17%1.23%1,000,000330,30049.32%13,470,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.96%0.00%819,076-150,537-15.53%11,032,953Jun 30, 2024
NORTHERN TRUST CORP0.91%0.00%781,314-26,153-3.24%10,524,300,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.90%0.24%768,91727,9003.77%10,357,312Jun 30, 2024
MORGAN STANLEY0.67%0.00%576,551152,28935.90%7,766,143Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.67%0.06%570,748-141,537-19.87%7,687,976Jun 30, 2024

JELD-WEN's largest institutional shareholder is TURTLE CREEK ASSET MANAGEMENT INC., holding 16.19% of the company's total share outstanding, currently valued at $186.46M. The top 10 institutional shareholders own together 73.22% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
TURTLE CREEK ASSET MANAGEMENT INC.16.19%4.80%13,842,920--186,464,132Jun 30, 2024
SOAPSTONE MANAGEMENT L.P.0.40%3.10%344,561-98,739-22.27%4,641,237Jun 30, 2024
DC INVESTMENTS MANAGEMENT, LLC0.30%2.94%258,946-1,300-0.50%3,488,003Jun 30, 2024
ENGINE CAPITAL MANAGEMENT, LP1.36%2.93%1,162,303803,095223.57%15,656,221Jun 30, 2024
STADIUM CAPITAL MANAGEMENT LLC0.19%2.42%162,924-121,464-42.71%2,194,586Jun 30, 2024
TOWLE & CO1.29%1.94%1,099,289-533,777-32.69%14,807,423Jun 30, 2024
BOUNDARY CREEK ADVISORS LP1.17%1.23%1,000,000330,30049.32%13,470,000Jun 30, 2024
BEACONLIGHT CAPITAL, LLC0.10%0.51%84,548-469,891-84.75%1,138,862Jun 30, 2024
ACCESS INVESTMENT MANAGEMENT LLC0.13%0.49%113,0304450.40%1,522,515Jun 30, 2024
FULLER & THALER ASSET MANAGEMENT, INC.9.06%0.45%7,746,341-11,048-0.14%104,343,212Jun 30, 2024
PZENA INVESTMENT MANAGEMENT LLC10.90%0.44%9,320,8511,939,05226.27%125,551,863Jun 30, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.05%0.37%42,0761,0252.50%566,764Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC0.90%0.24%768,91727,9003.77%10,357,312Jun 30, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC0.28%0.21%240,8292,2510.94%3,243,967Jun 30, 2024
HENNESSY ADVISORS INC0.46%0.20%396,600396,600100.00%5,342,202Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.56%0.17%1,335,2451,017,275319.93%17,985,000Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.16%8,0608,060100.00%108,568Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.11%10,00010,000100.00%134,700Jun 30, 2024
EMPOWERED FUNDS, LLC0.45%0.09%387,71727,9007.75%5,222,548Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.67%0.06%570,748-141,537-19.87%7,687,976Jun 30, 2024

The largest JELD-WEN shareholder by % of total assets is TURTLE CREEK ASSET MANAGEMENT INC.. The company owns 13.84M shares of JELD-WEN (JELD), representing 4.80% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PZENA INVESTMENT MANAGEMENT LLC10.90%0.44%9,320,8511,939,05226.27%125,551,863Jun 30, 2024
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.1.56%0.17%1,335,2451,017,275319.93%17,985,000Jun 30, 2024
ENGINE CAPITAL MANAGEMENT, LP1.36%2.93%1,162,303803,095223.57%15,656,221Jun 30, 2024
BLACKROCK INC.10.87%0.00%9,300,171729,2388.51%125,273,302Jun 30, 2024
VANGUARD GROUP INC11.11%0.00%9,501,587619,4996.97%127,986,376Jun 30, 2024
HENNESSY ADVISORS INC0.46%0.20%396,600396,600100.00%5,342,202Jun 30, 2024
BOUNDARY CREEK ADVISORS LP1.17%1.23%1,000,000330,30049.32%13,470,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.60%0.00%1,366,034220,17719.22%18,400,478Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.77%0.01%3,226,666191,6576.31%43,461,090Jun 30, 2024
NATIXIS ADVISORS, L.P.0.27%0.01%231,149165,552252.38%3,114,000Jun 30, 2024
NORGES BANK0.18%0.00%154,253154,253100.00%2,077,788Jun 30, 2024
MORGAN STANLEY0.67%0.00%576,551152,28935.90%7,766,143Jun 30, 2024
CONGRESS ASSET MANAGEMENT CO /MA0.40%0.03%346,122127,99958.68%4,662,263Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.37%0.01%2,022,54793,3964.84%27,243,708Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.23%0.00%194,46985,19577.96%2,619,497Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP0.10%0.06%82,99282,992100.00%1,117,902Jun 30, 2024
D. E. SHAW & CO., INC.0.63%0.01%540,79881,62817.78%7,284,550Jun 30, 2024
WALLEYE TRADING LLC0.20%0.01%175,30080,00083.95%2,361,291Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC0.48%0.02%408,52068,90020.29%5,502,764Jun 30, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.21%0.01%179,82568,78061.94%2,422,243Jun 30, 2024

As of Jun 30 2024, JELD-WEN's largest institutional buyer is PZENA INVESTMENT MANAGEMENT LLC. The company purchased 1.94M stocks of JELD, valued at $125.55M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN CENTURY COMPANIES INC4.37%0.03%3,739,642-704,827-15.86%50,372,988Jun 30, 2024
TOWLE & CO1.29%1.94%1,099,289-533,777-32.69%14,807,423Jun 30, 2024
BEACONLIGHT CAPITAL, LLC0.10%0.51%84,548-469,891-84.75%1,138,862Jun 30, 2024
INVESCO LTD.0.16%0.00%136,723-411,315-75.05%1,841,659Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.48%0.00%410,329-380,899-48.14%5,527,000Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/----192,600-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.06%0.00%49,212-179,737-78.51%662,886Jun 30, 2024
BANK OF AMERICA CORP /DE/0.96%0.00%819,076-150,537-15.53%11,032,953Jun 30, 2024
JPMORGAN CHASE & CO0.14%0.00%119,924-141,902-54.20%1,615,377Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.67%0.06%570,748-141,537-19.87%7,687,976Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.04%0.03%33,219-140,106-80.83%447,460Jun 30, 2024
EVR RESEARCH LP----130,000-100.00%-Jun 30, 2024
STADIUM CAPITAL MANAGEMENT LLC0.19%2.42%162,924-121,464-42.71%2,194,586Jun 30, 2024
UBS GROUP AG0.08%0.00%70,659-101,513-58.96%951,777Jun 30, 2024
SOAPSTONE MANAGEMENT L.P.0.40%3.10%344,561-98,739-22.27%4,641,237Jun 30, 2024
BARCLAYS PLC0.21%0.00%175,745-79,978-31.28%2,368,000Jun 30, 2024
FIRST TRUST ADVISORS LP0.12%0.00%103,845-75,683-42.16%1,398,792Jun 30, 2024
FMR LLC0.00%-3,049-75,396-96.11%41,073Jun 30, 2024
VERITION FUND MANAGEMENT LLC----68,438-100.00%-Jun 30, 2024
FEDERATED HERMES, INC.0.59%0.02%500,791-67,410-11.86%6,745,655,000Jun 30, 2024

As of Jun 30 2024, JELD-WEN's biggest institutional seller is AMERICAN CENTURY COMPANIES INC. The company sold -0.70M shares of JELD, valued at $50.37M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HENNESSY ADVISORS INC0.46%0.20%396,600396,600100.00%5,342,202Jun 30, 2024
NORGES BANK0.18%0.00%154,253154,253100.00%2,077,788Jun 30, 2024
CONCENTRIC CAPITAL STRATEGIES, LP0.10%0.06%82,99282,992100.00%1,117,902Jun 30, 2024
EDGESTREAM PARTNERS, L.P.0.07%0.04%60,62460,624100.00%816,605Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.00%46,21646,216100.00%622,530Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%43,92943,929100.00%591,724Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.04%0.04%32,69332,693100.00%440,375Jun 30, 2024
WOLVERINE TRADING, LLC0.03%0.00%25,40025,400100.00%342,138Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC0.02%0.02%20,69320,693100.00%278,735Jun 30, 2024
JUMP FINANCIAL, LLC0.02%0.01%19,00019,000100.00%255,930Jun 30, 2024
XPONANCE, INC.0.02%0.00%14,70814,708100.00%198,116Jun 30, 2024
QUANTBOT TECHNOLOGIES LP0.01%0.01%10,15510,155100.00%136,788Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.11%10,00010,000100.00%134,700Jun 30, 2024
NVERSES CAPITAL, LLC0.01%0.05%6,8006,800100.00%91,596Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%2,2462,246100.00%30,253Jun 30, 2024
PERFORMA LTD (US), LLC0.00%0.00%300300100.00%4,041Jun 30, 2024

JELD-WEN's largest new institutional shareholder by number of shares is HENNESSY ADVISORS INC, purchased 396.60K shares, valued at $5.34M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
OBERWEIS ASSET MANAGEMENT INC/----192,600-100.00%-Jun 30, 2024
EVR RESEARCH LP----130,000-100.00%-Jun 30, 2024
VERITION FUND MANAGEMENT LLC----68,438-100.00%-Jun 30, 2024
CAPTION MANAGEMENT, LLC----62,000-100.00%-Jun 30, 2024
WAKEFIELD ASSET MANAGEMENT LLLP----51,847-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----41,982-100.00%-Jun 30, 2024
BAILARD, INC.----38,500-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----38,292-100.00%-Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP----34,800-100.00%-Jun 30, 2024
WINTON GROUP LTD----33,867-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----26,635-100.00%-Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS----21,140-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----19,103-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----16,855-100.00%-Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC----14,685-100.00%-Jun 30, 2024
PDT PARTNERS, LLC----12,492-100.00%-Jun 30, 2024
CERITY PARTNERS LLC----11,184-100.00%-Jun 30, 2024
HANDELSBANKEN FONDER AB----10,500-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----10,500-100.00%-Jun 30, 2024
LOMBARD ODIER ASSET MANAGEMENT (USA) CORP----9,621-100.00%-Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.----9,616-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----4,504-100.00%-Jun 30, 2024
BARROW HANLEY MEWHINNEY & STRAUSS LLC----624-100.00%-Jun 30, 2024
FIRST HORIZON ADVISORS, INC.----540-100.00%-Jun 30, 2024
QUARRY LP----432-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----393-100.00%-Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC----257-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----17-100.00%-Jun 30, 2024

JELD-WEN's largest sold out institutional shareholder by shares sold is OBERWEIS ASSET MANAGEMENT INC/, sold -0.19M shares, valued at -, as of undefined.

JELD-WEN Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
HARTFORD HLS SERIES FUND II INC1.02%251,685--Dec 31, 2023
UNDISCOVERED MANAGERS FUNDS0.99%7,292,682-194,998-2.60%Dec 31, 2023
Vanguard Montgomery Funds0.87%208,716-23,107-9.97%Mar 31, 2024
BNY MELLON VARIABLE INVESTMENT FUND0.86%208,341208,341-Mar 31, 2024
NICHOLAS HIGH INCOME FUND, INC.0.55%500,000--Jun 30, 2020
CRM Mutual Fund Trust0.35%174,179--Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.32%23,383--Sep 30, 2022
FIDELITY CAPITAL TRUST0.31%3,503,155--Jan 31, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND0.30%800,000--Mar 31, 2024
Pioneer Floating Rate Fund, Inc.0.23%446,573--Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.21%2,144,836318,90217.47%Jan 31, 2024
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.0.19%230,000--Aug 31, 2023
OBERWEIS FUNDS0.19%192,600-67,600-25.98%Mar 31, 2024
Federated Hermes MDT Series0.18%451,90410,8892.47%Jan 31, 2024
CALAMOS STRATEGIC TOTAL RETURN FUND0.18%1,994,897--Jan 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.16%31,274-161-0.51%Mar 28, 2024
BRIDGEWAY FUNDS INC0.16%381,200--Mar 28, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.15%93,068--Feb 29, 2024
BLACKROCK FLOATING RATE INCOME TRUST0.13%499,989--Mar 31, 2024
HSBC FUNDS0.11%3,500--Jan 31, 2024
CALAMOS GLOBAL TOTAL RETURN FUND0.11%249,362--Jan 31, 2024
Calamos Global Dynamic Income Fund0.11%1,246,811--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.11%834,717--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.10%53,779--Mar 31, 2024
BLACKROCK FLOATING RATE INCOME STRATEGIES FUND, INC.0.09%810,596--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.08%642,081--Mar 31, 2024
DEUTSCHE DWS PORTFOLIO TRUST0.06%298,477--Jan 31, 2024
360 Funds0.06%13,000--Feb 29, 2024
Vericimetry Funds0.05%4,7901,37040.06%Mar 31, 2024
JOHN HANCOCK BOND TRUST0.05%3,436,387--Feb 29, 2024
HENNESSY FUNDS TRUST0.05%97,500--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.05%182,13718,42211.25%Jan 31, 2024
BLACKROCK DEBT STRATEGIES FUND, INC.0.04%712,351--Mar 31, 2024
SCM Trust0.04%120,000--Dec 31, 2023
TOUCHSTONE FUNDS GROUP TRUST0.04%1,009,000--Mar 31, 2024
TOUCHSTONE VARIABLE SERIES TRUST0.04%31,500--Mar 31, 2024
PARADIGM FUNDS0.04%10,000--Mar 31, 2024
FIDELITY SECURITIES FUND0.04%3,294,721--Jan 31, 2024
BlackRock Capital Allocation Trust0.04%3,124,586--Mar 31, 2024
PRIMECAP Odyssey Funds0.03%276,000--Jan 31, 2024
BlackRock Private Investments Fund0.03%50,509--Mar 31, 2024
VANGUARD WHITEHALL FUNDS0.03%2,664,409--Jan 31, 2024
BLACKROCK Ltd DURATION INCOME TRUST0.03%330,859--Mar 31, 2024
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS)0.03%570,895--Jan 31, 2024
PUTNAM INVESTMENT FUNDS0.03%126,200126,200-Feb 29, 2024
QUANTITATIVE MASTER SERIES LLC0.02%149,853-4,792-3.10%Mar 31, 2024
FIDELITY PURITAN TRUST0.02%1,140,507--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%12,859-215-1.64%Mar 31, 2024
PIONEER SERIES TRUST X0.02%995,000--Mar 28, 2024
IndexIQ ETF Trust0.02%41,196--Jan 31, 2024
INTEGRITY FUNDS0.02%45,000--Jan 31, 2024
VANGUARD INDEX FUNDS0.02%7,288,320-1,239,604-14.54%Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.02%412,000--Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.02%144,146--Mar 28, 2024
SCHWAB CAPITAL TRUST0.01%590,49426,5054.70%Jan 31, 2024
JANUS INVESTMENT FUND0.01%4,114,000--Dec 31, 2023
AMERICAN CENTURY ETF TRUST0.01%1,450,163724,40299.81%Feb 29, 2024
AllianzGI Institutional Multi-Series Trust0.01%1,440--Sep 30, 2020
VANGUARD HORIZON FUNDS0.01%273,342-273,342-50.00%Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%24,6578,57753.34%Mar 31, 2024
BlackRock Credit Strategies Fund0.01%60,173--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.01%215,800--Mar 31, 2024
AMG FUNDS0.01%288,115--Mar 28, 2024
Guardian Variable Products Trust0.01%161,300--Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL0.01%982,412--Jan 31, 2024
FIDELITY ADVISOR SERIES I0.01%1,761,101--Feb 29, 2024
VANGUARD EXPLORER FUND0.01%108,714--Jan 31, 2024
FIDELITY MT VERNON STREET TRUST0.01%237,600--Feb 29, 2024
BNY Mellon Investment Funds III0.01%2,730,000--Jan 31, 2024
ROYCE FUND0.01%51,513--Mar 31, 2024
BLACKROCK CREDIT ALLOCATION INCOME TRUST0.01%97,989--Mar 31, 2024
Fidelity Commonwealth Trust II0.01%49,706--Aug 31, 2023
HOTCHKIS & WILEY FUNDS /DE/0.01%92,600--Mar 31, 2024
TOUCHSTONE STRATEGIC TRUST0.01%408,131--Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.01%875,000--Mar 31, 2024
SMALLCAP WORLD FUND INC0.01%415,000--Mar 31, 2024
VALIC Co II0.01%199,275-6,457-3.14%Feb 28, 2021
ADVISORS SERIES TRUST0.01%271,976-24,896-8.39%Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.01%473,395350,921286.53%Jan 31, 2024
Humankind Benefit Corp0.01%115--Dec 31, 2023
UNIFIED SERIES TRUST0.00%73,567--Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.00%35,079--Mar 28, 2024
Federated Hermes Equity Funds0.00%74,80674,806-Mar 31, 2024
AMERICAN CENTURY WORLD MUTUAL FUNDS INC0.00%39,908--Feb 29, 2024
FIDELITY CONCORD STREET TRUST0.00%755,89133,7544.67%Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV0.00%4,090--Mar 28, 2024
Calvert Variable Products, Inc.0.00%8,463--Mar 31, 2024
FIRST INVESTORS EQUITY FUNDS0.00%16,45016,450-Sep 30, 2019
VARIABLE INSURANCE PRODUCTS FUND II0.00%37,6102440.65%Mar 31, 2024
ALLSPRING MASTER TRUST0.00%200,000--Feb 29, 2024
ADVISORS' INNER CIRCLE FUND0.00%72,000--Jan 31, 2024
TIMOTHY PLAN0.00%13,1271,76415.52%Mar 31, 2024
HARTFORD SERIES FUND INC0.00%112,112--Mar 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.00%10,686--Mar 28, 2024
SCHWAB STRATEGIC TRUST0.00%1,453,435-55,962-3.71%Feb 29, 2024
FIDELITY COVINGTON TRUST0.00%41,922-484-1.14%Mar 31, 2024
Principal Exchange-Traded Funds0.00%25,9761,3025.28%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%452-1,932-81.04%Mar 31, 2024
LORD ABBETT INVESTMENT TRUST0.00%1,945,276--Feb 29, 2024
NORTHERN FUNDS0.00%270,000--Mar 28, 2024

JELD-WEN's largest mutual fund holder by % of total assets is "HARTFORD HLS SERIES FUND II INC", owning 251.69K shares, compromising 1.02% of its total assets.

JELD-WEN Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2491-51.85%
31 Mar, 241890.53%
31 Dec, 231883.87%
30 Sep, 231815.23%
30 Jun, 23172-4.44%
31 Mar, 231805.26%
31 Dec, 221712.40%
30 Sep, 221679.87%
30 Jun, 22152-7.32%
31 Mar, 22164-5.20%
31 Dec, 211739.49%
30 Sep, 21158-0.63%
30 Jun, 21159-5.92%
31 Mar, 211694.32%
31 Dec, 20162-1.82%
30 Sep, 2016527.91%
30 Jun, 20129-9.79%
31 Mar, 20143-5.92%
31 Dec, 1915213.43%
30 Sep, 19134-6.94%
30 Jun, 19144-5.88%
31 Mar, 1915311.68%
31 Dec, 181374.58%
30 Sep, 18131-5.76%
30 Jun, 18139-11.46%
31 Mar, 18157-14.67%
31 Dec, 1718418.71%
30 Sep, 171558.39%
30 Jun, 1714328.83%
31 Mar, 17111-

As of 30 Jun 24, 91 institutions are holding JELD-WEN's shares, representing a decrease of -51.85% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2436,792,910-55.01%
31 Mar, 2481,774,268-1.20%
31 Dec, 2382,771,2372.22%
30 Sep, 2380,973,4831.69%
30 Jun, 2379,625,112-0.60%
31 Mar, 2380,109,3110.10%
31 Dec, 2280,027,944-1.02%
30 Sep, 2280,849,517-4.18%
30 Jun, 2284,380,213-3.01%
31 Mar, 2286,997,3970.49%
31 Dec, 2186,576,375-2.60%
30 Sep, 2188,887,89011.79%
30 Jun, 2179,515,16612.71%
31 Mar, 2170,548,49211.72%
31 Dec, 2063,145,1542.09%
30 Sep, 2061,850,749-0.38%
30 Jun, 2062,085,067-1.92%
31 Mar, 2063,298,4671.99%
31 Dec, 1962,063,3990.74%
30 Sep, 1961,608,2850.83%
30 Jun, 1961,099,766-2.92%
31 Mar, 1962,939,744-9.16%
31 Dec, 1869,285,7591.53%
30 Sep, 1868,241,692-1.02%
30 Jun, 1868,945,2191.80%
31 Mar, 1867,722,8356.87%
31 Dec, 1763,372,18428.20%
30 Sep, 1749,432,0267.67%
30 Jun, 1745,909,64950.22%
31 Mar, 1730,562,601-

JELD-WEN (JELD) has 36.79M shares outstanding as of 30 Jun 24, down -55.01% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2443.02%0.47%
31 Mar, 2495.86%1.02%
31 Dec, 2397.17%1.07%
30 Sep, 2395.29%1.08%
30 Jun, 2394.12%1.05%
31 Mar, 2394.69%1.05%
31 Dec, 2294.88%1.04%
30 Sep, 2295.66%1.02%
30 Jun, 2296.75%1.03%
31 Mar, 2296.88%1.05%
31 Dec, 2195.99%1.02%
30 Sep, 2197.02%1.51%
30 Jun, 2180.21%1.63%
31 Mar, 2170.20%1.79%
31 Dec, 2062.64%1.66%
30 Sep, 2061.44%1.61%
30 Jun, 2061.74%1.56%
31 Mar, 2062.99%1.66%
31 Dec, 1961.65%1.64%
30 Sep, 1961.26%1.66%
30 Jun, 1960.72%1.55%
31 Mar, 1962.52%1.34%
31 Dec, 1868.29%1.57%
30 Sep, 1865.98%1.55%
30 Jun, 1865.28%1.61%
31 Mar, 1863.76%1.78%
31 Dec, 1759.79%2.92%
30 Sep, 1745.29%2.36%
30 Jun, 1743.81%5.15%
31 Mar, 1729.18%-

As of 30 Jun 24, JELD-WEN is held by 43.02% institutional shareholders, representing a 0.47% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2453-36.90%
31 Mar, 2484-14.29%
31 Dec, 2398-1.01%
30 Sep, 239920.73%
30 Jun, 2382-7.87%
31 Mar, 2389-7.29%
31 Dec, 2296-3.03%
30 Sep, 229932.00%
30 Jun, 2275-5.06%
31 Mar, 2279-19.39%
31 Dec, 219825.64%
30 Sep, 2178-17.02%
30 Jun, 21942.17%
31 Mar, 219227.78%
31 Dec, 2072-16.28%
30 Sep, 208617.81%
30 Jun, 2073-6.41%
31 Mar, 2078-14.29%
31 Dec, 199133.82%
30 Sep, 1968-8.11%
30 Jun, 1974-22.92%
31 Mar, 199633.33%
31 Dec, 187226.32%
30 Sep, 1857-14.93%
30 Jun, 1867-12.99%
31 Mar, 1877-38.40%
31 Dec, 171256.84%
30 Sep, 171175.41%
30 Jun, 17111-
31 Mar, 17111-

53 institutional shareholders have increased their position in JELD stock as of 30 Jun 24 compared to 84 in the previous quarter (a -36.90% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2426-65.33%
31 Mar, 247511.94%
31 Dec, 236719.64%
30 Sep, 2356-
30 Jun, 2356-1.75%
31 Mar, 23577.55%
31 Dec, 22538.16%
30 Sep, 2249-16.95%
30 Jun, 22591.72%
31 Mar, 225813.73%
31 Dec, 2151-8.93%
30 Sep, 215633.33%
30 Jun, 2142-20.75%
31 Mar, 2153-15.87%
31 Dec, 206312.50%
30 Sep, 205624.44%
30 Jun, 2045-8.16%
31 Mar, 20496.52%
31 Dec, 194621.05%
30 Sep, 1938-17.39%
30 Jun, 194635.29%
31 Mar, 1934-29.17%
31 Dec, 1848-7.69%
30 Sep, 18524.00%
30 Jun, 1850-23.08%
31 Mar, 186541.30%
31 Dec, 174664.29%
30 Sep, 172827.27%
30 Jun, 1722-
31 Mar, 17--

26 institutional shareholders have reduced their position in JELD stock as of 30 Jun 24 compared to 75 in the previous quarter (a -65.33% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2491-51.85%36,792,910-55.01%43.02%0.47%53-36.90%26-65.33%
31 Mar, 241890.53%81,774,268-1.20%95.86%1.02%84-14.29%7511.94%
31 Dec, 231883.87%82,771,2372.22%97.17%1.07%98-1.01%6719.64%
30 Sep, 231815.23%80,973,4831.69%95.29%1.08%9920.73%56-
30 Jun, 23172-4.44%79,625,112-0.60%94.12%1.05%82-7.87%56-1.75%
31 Mar, 231805.26%80,109,3110.10%94.69%1.05%89-7.29%577.55%
31 Dec, 221712.40%80,027,944-1.02%94.88%1.04%96-3.03%538.16%
30 Sep, 221679.87%80,849,517-4.18%95.66%1.02%9932.00%49-16.95%
30 Jun, 22152-7.32%84,380,213-3.01%96.75%1.03%75-5.06%591.72%
31 Mar, 22164-5.20%86,997,3970.49%96.88%1.05%79-19.39%5813.73%
31 Dec, 211739.49%86,576,375-2.60%95.99%1.02%9825.64%51-8.93%
30 Sep, 21158-0.63%88,887,89011.79%97.02%1.51%78-17.02%5633.33%
30 Jun, 21159-5.92%79,515,16612.71%80.21%1.63%942.17%42-20.75%
31 Mar, 211694.32%70,548,49211.72%70.20%1.79%9227.78%53-15.87%
31 Dec, 20162-1.82%63,145,1542.09%62.64%1.66%72-16.28%6312.50%
30 Sep, 2016527.91%61,850,749-0.38%61.44%1.61%8617.81%5624.44%
30 Jun, 20129-9.79%62,085,067-1.92%61.74%1.56%73-6.41%45-8.16%
31 Mar, 20143-5.92%63,298,4671.99%62.99%1.66%78-14.29%496.52%
31 Dec, 1915213.43%62,063,3990.74%61.65%1.64%9133.82%4621.05%
30 Sep, 19134-6.94%61,608,2850.83%61.26%1.66%68-8.11%38-17.39%
30 Jun, 19144-5.88%61,099,766-2.92%60.72%1.55%74-22.92%4635.29%
31 Mar, 1915311.68%62,939,744-9.16%62.52%1.34%9633.33%34-29.17%
31 Dec, 181374.58%69,285,7591.53%68.29%1.57%7226.32%48-7.69%
30 Sep, 18131-5.76%68,241,692-1.02%65.98%1.55%57-14.93%524.00%
30 Jun, 18139-11.46%68,945,2191.80%65.28%1.61%67-12.99%50-23.08%
31 Mar, 18157-14.67%67,722,8356.87%63.76%1.78%77-38.40%6541.30%
31 Dec, 1718418.71%63,372,18428.20%59.79%2.92%1256.84%4664.29%
30 Sep, 171558.39%49,432,0267.67%45.29%2.36%1175.41%2827.27%
30 Jun, 1714328.83%45,909,64950.22%43.81%5.15%111-22-
31 Mar, 17111-30,562,601-29.18%-111---

JELD-WEN Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,150$24.96$253.34K324,558
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,000$22.64$226.38K314,558

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Stoddard Samanthaofficer EVP & CFOSell---68,251
Jun 28, 2024Livingston Wendy A.officer EVP & CHROF-InKindSell2,364$13.03$30.80K47,360
May 07, 2024TATEN BRUCE M.director-F-InKindSell5,948$20.06$119.32K73,243
Apr 03, 2024Christensen Williamdirector, officer CEOF-InKindSell14,752$21.18$312.45K257,273
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,150$24.96$253.34K324,558
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,000$22.64$226.38K314,558

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 03, 2024Leon Michael Aofficer SVP & Chief Accounting OfficerA-AwardBuy20,000--134,875
Jul 03, 2024Stoddard Samanthaofficer EVP & CFOA-AwardBuy9,900--78,151
Jul 03, 2024Stoddard Samanthaofficer EVP & CFOA-AwardBuy9,900$12.97$128.40K9,900
Jul 03, 2024Stoddard Samanthaofficer EVP & CFOSell---68,251
Jun 28, 2024Livingston Wendy A.officer EVP & CHROF-InKindSell2,364$13.03$30.80K47,360
May 07, 2024TATEN BRUCE M.director-F-InKindSell5,948$20.06$119.32K73,243
Apr 29, 2024Franzen Antonella Bdirector-A-AwardBuy7,153--8,509
Apr 29, 2024Halligan Catherine Anndirector-A-AwardBuy7,153--27,701
Apr 29, 2024Hilton Michael Fdirector-A-AwardBuy7,153--13,505
Apr 29, 2024Joubert Traceydirector-A-AwardBuy7,153--29,837
Apr 29, 2024Marshall Cynthiadirector-A-AwardBuy7,153--29,837
Apr 29, 2024NORD DAVID Gdirector-A-AwardBuy7,153--37,338
Apr 29, 2024TATEN BRUCE M.director-A-AwardBuy7,153--79,191
Apr 29, 2024WYNNE STEVEN Edirector-A-AwardBuy7,153--66,870
Apr 29, 2024Wendt Roderickdirector-A-AwardBuy7,153--42,422
Apr 03, 2024Christensen Williamdirector, officer CEOF-InKindSell14,752$21.18$312.45K257,273
Mar 05, 2024Franzen Antonella Bdirector-A-AwardBuy1,356--1,356
Mar 05, 2024Franzen Antonella Bdirector Buy----
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,150$24.96$253.34K324,558
Mar 01, 2024Wendt Roderickdirector-S-SaleSell10,000$22.64$226.38K314,558

The last insider sell of JELD-WEN's stock was made by Stoddard Samantha on Jul 03 2024, selling - shares at - per share (valued at -).

JELD-WEN Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202431300.00%
Q2 202493300.00%
Q1 2024212391.30%
Q3 202311100.00%
Q2 202391181.82%
Q1 20232111190.91%
Q4 202223--
Q3 2022116183.33%
Q2 2022114275.00%
Q1 20222820140.00%
Q4 20213837.50%
Q3 202161442.86%
Q2 202191560.00%
Q1 2021161984.21%
Q4 2020-2-
Q2 202081080.00%
Q1 2020125240.00%
Q4 2019-2-
Q3 20191--
Q2 201965120.00%

3 total buy trades, and 1 total sell trades (buy/sell ratio of 3.00%) were made by JELD-WEN's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024---
Q1 2024-2-
Q3 2023---
Q2 2023-3-
Q1 202311--
Q4 202221--
Q3 20228--
Q2 202241400.00%
Q1 202261600.00%
Q4 2021-4-
Q3 2021-8-
Q2 2021-12-
Q1 2021-12-
Q4 2020-2-
Q2 20201--
Q1 2020-5-
Q4 2019---
Q3 2019---
Q2 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of JELD-WEN's stocks.

JELD-WEN Peer Ownership


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NXQuanex Building Products Corporation

JELD Ownership FAQ


JELD-WEN is owned by institutional shareholders (43.02%), insiders (1.54%), and public (55.44%). The largest institutional shareholder of JELD-WEN is TURTLE CREEK ASSET MANAGEMENT INC. (16.19% of total shares) and the top mutual fund owner is HARTFORD HLS SERIES FUND II INC (1.02% of total shares).

JELD-WEN's major institutional shareholders are TURTLE CREEK ASSET MANAGEMENT INC., VANGUARD GROUP INC, PZENA INVESTMENT MANAGEMENT LLC, BLACKROCK INC., and FULLER & THALER ASSET MANAGEMENT, INC.. The top five shareholders own together 58.13% of the company's share outstanding.

As of Jun 2024, there are 91 institutional shareholders of JELD-WEN.

TURTLE CREEK ASSET MANAGEMENT INC owns 13.84M shares of JELD-WEN, representing 16.19% of the company's total shares outstanding, valued at $186.46M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 9.5M shares of JELD-WEN (JELD), compromising 11.11% of the company, valued at $127.99M.

PZENA INVESTMENT MANAGEMENT LLC is the third largest holder of JELD-WEN. The company owns 9.32M of the company's shares outstanding (worth $125.55M).