Jeld-Wen Holding Inc (JELD) Ownership

5.34 ↑0.03 (0.56%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Turtle Creek Asset Management Inc. is the biggest individual institutional holder of Jeld-Wen Holding Inc (JELD), owning a total of 14.8 million shares. Combined, the top 44 institutional holders of JELD own 113.51% of the company with a total of 96.7 million shares.

In the latest ownership report on December 31st 2024, the top 44 institutional holders increased their combined ownership of JELD by 7 million shares. 17 institutions bought 7,236,601 total additional shares and increased their ownership by an average of 25.87%. However 4 institutions sold 252,157 total shares and decreased their ownership by an average of 2.4%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Jeld-Wen Holding increased by a net total of 6,984,444 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Turtle Creek Asset Management Inc.	17.388%	7.224%	14,842,920	1,000,000	2024-12-31
Pzena Investment Management, LLC	13.079%	16.523%	11,165,246	1,583,238	2024-12-31
BlackRock Inc	10.317%	-1.095%	8,807,504	-97,546	2024-12-31
Vanguard Group Inc	10.010%	1.207%	8,545,071	101,944	2024-12-31
American Century Companies Inc	6.766%	12.332%	5,775,940	634,101	2024-12-31
Fuller & Thaler Asset Management Inc	5.583%	-1.819%	4,765,670	-88,301	2024-12-31
Dimensional Fund Advisors, Inc.	4.337%	4.123%	3,701,950	146,581	2024-12-31
Charles Schwab Investment Management Inc	2.607%	11.015%	2,225,439	220,815	2024-12-31
State Street Corp	2.410%	2.931%	2,056,939	58,576	2024-12-31
Geode Capital Management, LLC	2.238%	-1.814%	1,910,598	-35,301	2024-12-31
Alberta Investment Management Corp	1.358%	0.000%	1,159,000	1,159,000	2024-12-31
Parkwood LLC	1.261%	0.000%	1,076,334	1,076,334	2024-12-31
D. E. Shaw & Co LP	1.113%	81.294%	950,217	426,085	2024-12-31
IMS Capital Management, Inc.	1.097%	0.107%	936,190	1,003	2024-12-31
Northern Trust Corp	0.960%	3.186%	819,893	25,315	2024-12-31
Bridgeway Capital Management, LLC	0.950%	2.652%	810,632	20,945	2024-12-31
Bank of America Corp	0.712%	-4.852%	608,070	-31,009	2024-12-31
Millennium Management LLC	0.701%	155.783%	598,276	364,376	2024-12-31
Dean Capital Investments Management, LLC	0.632%	108.319%	539,434	280,488	2024-12-31
Hotchkis & Wiley Capital Management LLC	0.603%	26.360%	514,830	107,400	2024-12-31
Hennessy Advisors, Inc.	0.564%	6.804%	477,200	30,400	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Turtle Creek Asset Management Inc.	17.388%	7.224%	14,842,920	1,000,000	2024-12-31
Pzena Investment Management, LLC	13.079%	16.523%	11,165,246	1,583,238	2024-12-31
BlackRock Inc	10.317%	-1.095%	8,807,504	-97,546	2024-12-31
Vanguard Group Inc	10.010%	1.207%	8,545,071	101,944	2024-12-31
American Century Companies Inc	6.766%	12.332%	5,775,940	634,101	2024-12-31
Fuller & Thaler Asset Management Inc	5.583%	-1.819%	4,765,670	-88,301	2024-12-31
Dimensional Fund Advisors, Inc.	4.337%	4.123%	3,701,950	146,581	2024-12-31
T. Rowe Price Associates, Inc.	2.874%	-0.227%	2,424,170	-5,507	2022-06-30
Charles Schwab Investment Management Inc	2.607%	11.015%	2,225,439	220,815	2024-12-31
Victory Capital Management Inc.	2.579%	1,167.910%	2,182,401	2,010,275	2024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP	2.482%	57.266%	2,099,890	764,645	2024-09-30
State Street Corp	2.410%	2.931%	2,056,939	58,576	2024-12-31
State Street Corporation	2.307%	1.667%	1,950,438	31,973	2024-03-31
Geode Capital Management, LLC	2.238%	-1.814%	1,910,598	-35,301	2024-12-31
T. Rowe Price Investment Management,Inc.	1.440%	-41.201%	1,226,827	-859,641	2023-06-30
Bank of New York Mellon Corp	1.427%	-11.631%	1,207,155	-158,879	2024-09-30
FMR Inc	1.426%	-89.991%	1,206,162	-10,844,610	2022-09-30
Engine Capital Management LP	1.374%	223.574%	1,162,303	803,095	2024-06-30
Alberta Investment Management Corp	1.358%	0.000%	1,159,000	1,159,000	2024-12-31
Parkwood LLC	1.261%	0.000%	1,076,334	1,076,334	2024-12-31
Wellington Management Company LLP	1.218%	-44.727%	1,030,242	-833,678	2022-09-30
Ameriprise Financial Inc	1.192%	477.364%	1,016,132	840,137	2023-06-30
Renaissance Technologies Corp	1.186%	126.478%	999,900	558,400	2022-09-30
D. E. Shaw & Co LP	1.113%	81.294%	950,217	426,085	2024-12-31
IMS Capital Management, Inc.	1.097%	0.107%	936,190	1,003	2024-12-31
Citadel Advisors Llc	1.001%	791.159%	843,785	749,101	2022-09-30
Nuveen Asset Management, LLC	0.972%	-20.608%	831,782	-215,901	2023-09-30
Northern Trust Corp	0.960%	3.186%	819,893	25,315	2024-12-31
Bridgeway Capital Management, LLC	0.950%	2.652%	810,632	20,945	2024-12-31
Arrowstreet Capital Limited Partnership	0.936%	-21.658%	791,228	-218,743	2024-03-31
Empowered Funds, LLC	0.852%	116.377%	719,634	387,051	2024-03-31
Allspring Global Investments Holdings, LLC	0.819%	-19.523%	697,570	-169,228	2023-03-31
Mesirow Institutional Investment Management, Inc.	0.801%	0.000%	678,133	678,133	2024-09-30
Goldman Sachs Group Inc	0.746%	55.039%	641,490	227,730	2023-12-31
Towle & Co	0.725%	-44.188%	613,541	-485,748	2024-09-30
Bank of America Corp	0.712%	-4.852%	608,070	-31,009	2024-12-31
Millennium Management LLC	0.701%	155.783%	598,276	364,376	2024-12-31
Morgan Stanley - Brokerage Accounts	0.678%	-50.251%	573,654	-579,448	2024-09-30
Amvescap Plc.	0.648%	-9.503%	548,038	-57,546	2024-03-31
Dean Capital Investments Management, LLC	0.632%	108.319%	539,434	280,488	2024-12-31
Brandywine Global Investment Mgmt LLC	0.623%	-7.587%	527,446	-43,302	2024-09-30
Hotchkis & Wiley Capital Management LLC	0.603%	26.360%	514,830	107,400	2024-12-31
Hennessy Advisors, Inc.	0.564%	6.804%	477,200	30,400	2024-12-31
Federated Hermes Inc	0.526%	-11.204%	444,685	-56,106	2024-09-30

Mutual Fund Ownership

Fuller & Thaler Small-Cap Value is the biggest individual fund holder of Jeld-Wen Holding Inc (JELD), owning a total of 8.9 million shares. Combined, the top 49 mutual fund holders of JELD own 86.30% of the company with a total of 73.6 million shares.

In the latest ownership report on March 31st 2025, the top 49 fund holders increased their combined ownership of JELD by 2 million shares. 1 funds bought 41,019 total additional shares and increased their ownership by an average of 3.16%. However 4 funds sold 2,014,699 total shares and decreased their ownership by an average of 27.51%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Jeld-Wen Holding decreased by a net total of -1,973,680 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pzena Mid Cap Value	4.345%	-6.158%	3,709,281	-243,418	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.961%	0.000%	2,527,869	0	2025-03-31
American Century Small Cap Growth Inv	2.826%	0.000%	2,412,275	0	2025-03-31
American Century U.S. Small Cap Growth	2.826%	0.000%	2,412,275	0	2025-03-31
iShares Russell 2000 ETF	2.610%	-0.859%	2,227,884	-19,305	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.568%	3.162%	1,338,209	41,019	2025-03-31
Vanguard Small Cap Index	1.177%	-51.058%	1,004,488	-1,047,920	2025-03-31
Vanguard Small Cap Value Index Inv	0.762%	-51.967%	650,771	-704,056	2025-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.619%	0.000%	528,206	0	2025-03-31
iShares Russell 2000 Value ETF	0.590%	0.000%	503,191	0	2025-03-31
Dimensional US Targeted Value ETF	0.541%	0.000%	461,881	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fuller & Thaler Small-Cap Value	10.463%	9.578%	8,904,215	778,332	2022-12-31
Fuller & Thaler Behavrl Small-Cap Value	9.253%	-0.895%	7,884,661	-71,171	2023-11-30
FullerThaler Behavioral Small-Cap Value	5.113%	0.466%	4,364,285	20,238	2024-12-31
Undiscovered Managers Behavioral Val L	4.852%	-0.410%	4,142,278	-17,040	2025-02-28
Vanguard Selected Value Inv	4.630%	16.097%	3,952,699	548,045	2024-12-31
Pzena Mid Cap Value	4.345%	-6.158%	3,709,281	-243,418	2025-03-31
Vanguard Total Stock Mkt Idx Inv	2.961%	0.000%	2,527,869	0	2025-03-31
Avantis US Small Cap Value ETF	2.877%	0.118%	2,455,701	2,890	2025-03-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.876%	-0.118%	2,451,010	-2,890	2023-03-31
American Century Small Cap Growth Inv	2.826%	0.000%	2,412,275	0	2025-03-31
American Century U.S. Small Cap Growth	2.826%	0.000%	2,412,275	0	2025-03-31
iShares Russell 2000 ETF	2.610%	-0.859%	2,227,884	-19,305	2025-03-31
American Century U.S. Small Cap Gr SMA	2.006%	39.643%	1,708,552	485,035	2023-06-30
Schwab Fundamental U.S. Small CompanyETF	1.798%	0.080%	1,534,931	1,230	2025-03-29
Vanguard Institutional Extnd Mkt Idx Tr	1.568%	3.162%	1,338,209	41,019	2025-03-31
Vanguard Extended Market Index Investor	1.388%	-0.019%	1,182,313	-227	2023-08-31
Fidelity® Balanced	1.323%	-7.819%	1,116,102	-94,674	2022-08-31
Vanguard Small Cap Index	1.177%	-51.058%	1,004,488	-1,047,920	2025-03-31
Schwab Fundamental US Small Company ETF	1.093%	0.000%	939,829	0	2024-05-31
T. Rowe Price Small-Cap Value	0.980%	-33.622%	834,717	-422,800	2023-06-30
Fidelity Small Cap Index	0.968%	-1.838%	826,172	-15,471	2025-01-31
Fidelity® Small Cap Index	0.960%	2.627%	818,124	20,941	2023-10-31
BlackRock High Yield K	0.952%	0.000%	812,523	0	2025-02-28
BlackRock High Yield Bond K	0.945%	0.000%	812,523	0	2024-06-30
DFA US Small Cap Value I	0.897%	0.000%	765,861	0	2025-02-28
Natixis Vaughan Nelson Small Cap Value A	0.817%	2.033%	691,695	13,780	2024-10-31
Fidelity® Mid-Cap Stock	0.778%	0.000%	656,271	0	2022-09-30
Vanguard Small Cap Value Index Inv	0.762%	-51.967%	650,771	-704,056	2025-03-31
Columbia Small Cap Value II Inst	0.713%	0.000%	607,100	0	2023-08-31
T. Rowe Price U.S. SC Value Eq Tr-Z	0.697%	0.017%	592,243	100	2023-03-31
DFA US Targeted Value I	0.680%	0.000%	580,151	0	2025-02-28
CREF Stock R1	0.673%	-20.623%	573,276	-148,947	2023-09-30
Integrity Small-Cap Value Comp	0.657%	0.000%	555,500	555,500	2024-09-30
Victory Integrity Small-Cap Value A	0.657%	0.000%	555,500	555,500	2024-09-30
Columbia Small Cap Value II	0.635%	63.118%	540,900	209,300	2023-06-30
RS Small Cap Value Comp	0.631%	0.000%	533,840	533,840	2024-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.619%	0.000%	528,206	0	2025-03-31
Fidelity Extended Market Index	0.607%	-0.142%	512,732	-728	2024-08-31
iShares Russell 2000 Value ETF	0.590%	0.000%	503,191	0	2025-03-31
Allspring Special Small Cap Value A	0.564%	-15.597%	478,921	-88,500	2023-04-30
Hennessy Cornerstone Growth Investor	0.559%	6.804%	477,200	30,400	2024-12-31
Dimensional US Targeted Value ETF	0.541%	0.000%	461,881	0	2025-03-31
Fidelity® Extended Market Index	0.533%	2.003%	454,559	8,926	2023-11-30
Invesco Building & Construction ETF	0.515%	2.501%	443,172	10,813	2024-05-31
BlackRock Advantage Small Cap Core Instl	0.518%	-9.068%	437,438	-43,624	2024-06-30
Fuller & Thaler Small Cap Core Eq Cl N	0.513%	-1.803%	435,836	-8,000	2022-12-31
Schwab US Small-Cap ETF™	0.463%	0.000%	397,802	0	2024-03-29
Bridgeway Omni Small-Cap Value	0.447%	0.000%	381,200	381,200	2023-09-30
Bridgeway Omni Small-Cap Value N	0.447%	0.000%	381,200	381,200	2023-09-30