Jeld-Wen Holding Inc (JELD) Ownership

8.42 ↓0.06 (-0.71%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Turtle Creek Asset Management Inc. is the biggest individual institutional holder of Jeld-Wen Holding Inc (JELD), owning a total of 13.8 million shares. Combined, the top 40 institutional holders of JELD own 106.74% of the company with a total of 90.4 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders increased their combined ownership of JELD by 137 thousand shares. 10 institutions bought 5,509,876 total additional shares and increased their ownership by an average of 128.16%. However 7 institutions sold 5,372,825 total shares and decreased their ownership by an average of 25.34%.

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 137,051 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Turtle Creek Asset Management Inc.16.359%0.000%13,842,92002024-09-30
Pzena Investment Management, LLC11.324%2.802%9,582,008261,1572024-09-30
Vanguard Group Inc9.978%-11.140%8,443,127-1,058,4602024-09-30
American Century Companies Inc6.076%37.496%5,141,8391,402,1972024-09-30
Fuller & Thaler Asset Management Inc5.736%-37.339%4,853,971-2,892,3702024-09-30
Dimensional Fund Advisors, Inc.4.202%10.187%3,555,369328,7032024-09-30
Victory Capital Management Inc.2.579%1,167.910%2,182,4012,010,2752024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP2.482%57.266%2,099,890764,6452024-09-30
Charles Schwab Investment Management Inc2.369%-0.886%2,004,624-17,9232024-09-30
State Street Corp2.362%1.076%1,998,36321,2642024-09-30
Geode Capital Management, LLC2.300%0.489%1,945,8999,4682024-09-30
Bank of New York Mellon Corp1.427%-11.631%1,207,155-158,8792024-09-30
Northern Trust Corp0.939%1.698%794,57813,2642024-09-30
Bridgeway Capital Management, LLC0.933%2.701%789,68720,7702024-09-30
Mesirow Institutional Investment Management, Inc.0.801%0.000%678,133678,1332024-09-30
Bank of America Corp0.755%-21.976%639,079-179,9972024-09-30
Towle & Co0.725%-44.188%613,541-485,7482024-09-30
Morgan Stanley - Brokerage Accounts0.678%-50.251%573,654-579,4482024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Turtle Creek Asset Management Inc.16.359%0.000%13,842,92002024-09-30
Pzena Investment Management, LLC11.324%2.802%9,582,008261,1572024-09-30
BlackRock Inc10.991%8.508%9,300,171729,2382024-06-30
Vanguard Group Inc9.978%-11.140%8,443,127-1,058,4602024-09-30
American Century Companies Inc6.076%37.496%5,141,8391,402,1972024-09-30
Fuller & Thaler Asset Management Inc5.736%-37.339%4,853,971-2,892,3702024-09-30
Dimensional Fund Advisors, Inc.4.202%10.187%3,555,369328,7032024-09-30
T. Rowe Price Associates, Inc.2.874%-0.227%2,424,170-5,5072022-06-30
Victory Capital Management Inc.2.579%1,167.910%2,182,4012,010,2752024-09-30
Vaughan Nelson Scarbrgh & Mccullough LP2.482%57.266%2,099,890764,6452024-09-30
Charles Schwab Investment Management Inc2.369%-0.886%2,004,624-17,9232024-09-30
State Street Corp2.362%1.076%1,998,36321,2642024-09-30
State Street Corporation2.307%1.667%1,950,43831,9732024-03-31
Geode Capital Management, LLC2.300%0.489%1,945,8999,4682024-09-30
T. Rowe Price Investment Management,Inc.1.440%-41.201%1,226,827-859,6412023-06-30
Bank of New York Mellon Corp1.427%-11.631%1,207,155-158,8792024-09-30
FMR Inc1.426%-89.991%1,206,162-10,844,6102022-09-30
Engine Capital Management LP1.374%223.574%1,162,303803,0952024-06-30
Wellington Management Company LLP1.218%-44.727%1,030,242-833,6782022-09-30
Ameriprise Financial Inc1.192%477.364%1,016,132840,1372023-06-30
Renaissance Technologies Corp1.186%126.478%999,900558,4002022-09-30
IMS Capital Management, Inc.1.125%-9.135%952,187-95,7282024-06-30
Citadel Advisors Llc1.001%791.159%843,785749,1012022-09-30
Nuveen Asset Management, LLC0.972%-20.608%831,782-215,9012023-09-30
Northern Trust Corp0.939%1.698%794,57813,2642024-09-30
Arrowstreet Capital Limited Partnership0.936%-21.658%791,228-218,7432024-03-31
Bridgeway Capital Management, LLC0.933%2.701%789,68720,7702024-09-30
Millennium Management LLC0.868%-10.688%739,719-88,5182023-03-31
Empowered Funds, LLC0.852%116.377%719,634387,0512024-03-31
Allspring Global Investments Holdings, LLC0.819%-19.523%697,570-169,2282023-03-31
Mesirow Institutional Investment Management, Inc.0.801%0.000%678,133678,1332024-09-30
Hotchkis & Wiley Capital Management LLC0.768%-16.710%653,810-131,1702023-06-30
Goldman Sachs Group Inc0.746%55.039%641,490227,7302023-12-31
Bank of America Corp0.755%-21.976%639,079-179,9972024-09-30
Towle & Co0.725%-44.188%613,541-485,7482024-09-30
Morgan Stanley - Brokerage Accounts0.678%-50.251%573,654-579,4482024-09-30
Brandywine Global Investment Mgmt LLC0.675%-19.871%570,748-141,5372024-06-30
Federated Hermes Inc0.661%18.363%568,20188,1522024-03-31
Amvescap Plc.0.648%-9.503%548,038-57,5462024-03-31
D. E. Shaw & Co LP0.640%17.777%540,79881,6282024-06-30

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 47 mutual fund holders of JELD own 86.08% of the company with a total of 73.1 million shares.

In the latest ownership report on November 30th 2024, the top 47 fund holders increased their combined ownership of JELD by 40 thousand shares. 2 funds bought 40,229 total additional shares and increased their ownership by an average of 0.67%. However 1 funds sold 178 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Jeld-Wen Holding increased by a net total of 40,051 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Pzena Mid Cap Value4.059%0.890%3,434,94330,2892024-11-30
iShares Russell 2000 ETF2.850%0.000%2,411,29102024-11-30
Avantis US Small Cap Value ETF2.568%0.460%2,172,8029,9402024-11-30
Schwab Fundamental U.S. Small CompanyETF1.303%-0.016%1,102,559-1782024-11-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Fuller & Thaler Small-Cap Value10.463%9.578%8,904,215778,3322022-12-31
Fuller & Thaler Behavrl Small-Cap Value9.253%-0.895%7,884,661-71,1712023-11-30
FullerThaler Behavioral Small-Cap Value5.206%-10.301%4,405,160-505,8922024-09-30
Undiscovered Managers Behavioral Val L4.937%0.000%4,177,57302024-10-31
Pzena Mid Cap Value4.059%0.890%3,434,94330,2892024-11-30
Vanguard Selected Value Inv4.024%0.000%3,404,65402024-09-30
Vanguard Total Stock Mkt Idx Inv3.005%0.149%2,543,0273,7822024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.876%-0.118%2,451,010-2,8902023-03-31
American Century U.S. Small Cap Growth2.851%65.574%2,412,275955,3592024-09-30
American Century Small Cap Growth Inv2.851%65.574%2,412,275955,3592024-09-30
iShares Russell 2000 ETF2.850%0.000%2,411,29102024-11-30
Avantis US Small Cap Value ETF2.568%0.460%2,172,8029,9402024-11-30
Vanguard Small Cap Index2.384%0.196%2,017,3623,9502024-10-31
American Century U.S. Small Cap Gr SMA2.006%39.643%1,708,552485,0352023-06-30
Vanguard Small Cap Value Index Inv1.608%-0.034%1,360,783-4682024-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.482%-0.313%1,254,411-3,9392024-10-31
Vanguard Extended Market Index Investor1.388%-0.019%1,182,313-2272023-08-31
Fidelity® Balanced1.323%-7.819%1,116,102-94,6742022-08-31
Schwab Fundamental U.S. Small CompanyETF1.303%-0.016%1,102,559-1782024-11-30
Schwab Fundamental US Small Company ETF1.093%0.000%939,82902024-05-31
Fidelity Small Cap Index1.029%-0.863%871,062-7,5842024-09-30
T. Rowe Price Small-Cap Value0.980%-33.622%834,717-422,8002023-06-30
Fidelity® Small Cap Index0.960%2.627%818,12420,9412023-10-31
BlackRock High Yield K0.960%0.000%812,52302024-10-31
BlackRock High Yield Bond K0.945%0.000%812,52302024-06-30
DFA US Small Cap Value I0.830%12.568%702,29178,4102024-10-31
Natixis Vaughan Nelson Small Cap Value A0.817%2.033%691,69513,7802024-10-31
Fidelity® Mid-Cap Stock0.778%0.000%656,27102022-09-30
Columbia Small Cap Value II Inst0.713%0.000%607,10002023-08-31
T. Rowe Price U.S. SC Value Eq Tr-Z0.697%0.017%592,2431002023-03-31
DFA US Targeted Value I0.681%1.319%576,1517,4982024-10-31
CREF Stock R10.673%-20.623%573,276-148,9472023-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.666%0.000%563,10602024-09-30
Victory Integrity Small-Cap Value A0.657%0.000%555,500555,5002024-09-30
Integrity Small-Cap Value Comp0.657%0.000%555,500555,5002024-09-30
Columbia Small Cap Value II0.635%63.118%540,900209,3002023-06-30
iShares Russell 2000 Value ETF0.632%0.000%534,52602024-09-30
RS Small Cap Value Comp0.631%0.000%533,840533,8402024-09-30
Fidelity Extended Market Index0.607%-0.142%512,732-7282024-08-31
Allspring Special Small Cap Value A0.564%-15.597%478,921-88,5002023-04-30
Fidelity® Extended Market Index0.533%2.003%454,5598,9262023-11-30
Invesco Building & Construction ETF0.515%2.501%443,17210,8132024-05-31
BlackRock Advantage Small Cap Core Instl0.518%-9.068%437,438-43,6242024-06-30
Fuller & Thaler Small Cap Core Eq Cl N0.513%-1.803%435,836-8,0002022-12-31
Schwab US Small-Cap ETF™0.463%0.000%397,80202024-03-29
Bridgeway Omni Small-Cap Value0.447%0.000%381,200381,2002023-09-30
Bridgeway Omni Small-Cap Value N0.447%0.000%381,200381,2002023-09-30

Discussions

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Modok11/26/24 08:41pm

$JELD hot damn <3

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bredjohnson11/2/24 12:04am

$JELD we have another weekend of the bears calling for a crash
just to wake up Monday to +.5% up.

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millimaker6/3/24 07:22pm

$JELD Guys when can we expect that 30% drop?

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millimaker5/15/24 03:44pm

$JELD come on bulls we can do it
don’t let bears win

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