JELD-WEN Ownership | Who Owns JELD-WEN?

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JELD-WEN Ownership Summary

JELD-WEN is owned by 96.58% institutional investors, 1.55% insiders, and 1.88% retail investors. Turtle creek asset management is the largest institutional shareholder, holding 16.19% of JELD shares. FullerThaler Behavioral Small-Cap Value is the top mutual fund, with 5.21% of its assets in JELD-WEN shares.

JELD Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	JELD-WEN	96.58%	1.55%	1.88%
Sector	Industrials Stocks	62.82%	10.55%	26.63%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Turtle creek asset management	13.84M	16.19%	$186.46M
Vanguard group	9.50M	11.11%	$127.99M
Pzena investment management	9.32M	10.90%	$125.55M
Blackrock	9.30M	10.87%	$125.27M
Fuller & thaler asset management	7.75M	9.06%	$104.34M
American century companies	3.74M	4.37%	$50.37M
Dimensional fund advisors lp	3.23M	3.77%	$43.46M
Charles schwab investment management	2.02M	2.37%	$27.24M
State street	1.98M	2.31%	$26.63M
Geode capital management	1.94M	2.26%	$26.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ims capital management	952.19K	6.10%	$13.10M
Turtle creek asset management	13.84M	4.80%	$186.46M
Dc investments management	258.95K	2.94%	$3.49M
Engine capital management, lp	1.16M	2.93%	$15.66M
Towle	1.10M	1.94%	$14.81M
Boundary creek advisors lp	1.00M	1.23%	$13.47M
Beaconlight capital	84.55K	0.51%	$1.14M
Access investment management	113.03K	0.49%	$1.52M
Fuller & thaler asset management	7.75M	0.45%	$104.34M
Pzena investment management	9.32M	0.44%	$125.55M

Top Buyers

Holder	Shares	% Assets	Change
Pzena investment management	9.32M	0.44%	1.94M
Vaughan nelson investment management	1.34M	0.17%	1.02M
Engine capital management, lp	1.16M	2.93%	803.10K
Blackrock	9.30M	0.00%	729.24K
Vanguard group	9.50M	0.00%	619.50K

Top Sellers

Holder	Shares	% Assets	Change
American century companies	3.74M	0.03%	-704.83K
Towle	1.10M	1.94%	-533.78K
Beaconlight capital	84.55K	0.51%	-469.89K
Invesco	136.72K	0.00%	-411.31K
Arrowstreet capital, limited partnership	410.33K	0.00%	-380.90K

New Positions

Holder	Shares	% Assets	Change	Value
Hennessy advisors	396.60K	0.20%	396.60K	$5.34M
Norges bank	154.25K	0.00%	154.25K	$2.08M
Concentric capital strategies, lp	82.99K	0.06%	82.99K	$1.12M
Corebridge financial	46.22K	0.00%	46.22K	$622.53K
Mirae asset global etfs	43.93K	0.00%	43.93K	$591.72K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-17.00
Private wealth management group	-257.00
International assets investment management	-351.00
Headlands	-393.00
Quarry lp	-432.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	165	-5.17%	81,661,944	-3.19%	96	0.99%	74	-24.49%	64	10.34%
Jun 30, 2024	171	-9.52%	84,295,214	3.08%	98	1.07%	96	14.29%	57	-24.00%
Mar 31, 2024	189	0.53%	81,774,268	-1.20%	95	1.02%	84	-13.40%	75	10.29%
Dec 31, 2023	188	3.30%	82,771,237	1.43%	97	1.05%	97	-2.02%	68	19.30%
Sep 30, 2023	182	5.20%	81,601,072	1.62%	96	1.07%	99	20.73%	57	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
FullerThaler Behavioral Small-Cap Value	4.41M	5.21%	-505.89K
Undiscovered Managers Behavioral Val L	4.18M	4.94%	-624.75K
Vanguard Selected Value Inv	3.40M	4.03%	-
Pzena Mid Cap Value	3.40M	4.02%	-
Vanguard Total Stock Mkt Idx Inv	2.54M	3.01%	3.78K
American Century Small Cap Growth Inv	2.41M	2.85%	955.36K
American Century U.S. Small Cap Growth	2.41M	2.85%	955.36K
iShares Russell 2000 ETF	2.22M	2.63%	-5.00K
Avantis US Small Cap Value ETF	2.06M	2.43%	-
Vanguard Small Cap Index	2.02M	2.38%	3.95K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 05, 2024	Turtle Creek Asset Management Inc.	-	Buy	$1.56M
Nov 07, 2024	Turtle Creek Asset Management Inc.	-	Buy	$68.69K
Nov 07, 2024	Turtle Creek Asset Management Inc.	-	Buy	$721.98K
Nov 06, 2024	Turtle Creek Asset Management Inc.	-	Buy	$1.29M
Nov 06, 2024	Turtle Creek Asset Management Inc.	-	Buy	$122.85K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	15	-
2024 Q3	-	-
2024 Q2	-	-
2024 Q1	-	2
2023 Q3	-	-

JELD Ownership FAQ

Who owns the most shares of JELD-WEN?

JELD-WEN’s largest shareholders are Turtle creek asset management (13.84M shares, 16.19%), Vanguard group (9.5M shares, 11.11%), and Pzena investment management (9.32M shares, 10.90%). Together, they hold 38.20% of JELD-WEN’s total shares outstanding.

Does Blackrock own JELD-WEN?

Yes, BlackRock owns 10.87% of JELD-WEN, totaling 9.3M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 125.27M$. In the last quarter, BlackRock increased its holdings by 729.24K shares, a 8.51% change.

Who is JELD-WEN’s biggest shareholder by percentage of total assets invested?

Ims capital management is JELD-WEN’s biggest shareholder by percentage of total assets invested, with 6.10% of its assets in 952.19K JELD-WEN shares, valued at 13.1M$.

Who is the top mutual fund holder of JELD-WEN shares?

FullerThaler Behavioral Small-Cap Value is the top mutual fund holder of JELD-WEN shares, with 5.21% of its total shares outstanding invested in 4.41M JELD-WEN shares.

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