Filing Research | JAMES HARDIE INDS PLC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Y-Intercept (Hong Kong) Ltd	Shares	253.4KSH	$6.6M
2	D.A. DAVIDSON & CO.	Shares	131.8KSH	$3.5M
3	PEAK FINANCIAL ADVISORS LLC	Shares	79.4KSH	$2.1M
4	Police & Firemen's Retirement System of New Jersey	Shares	69.0KSH	$1.8M
5	Sequoia Financial Advisors, LLC	Shares	63.9KSH	$1.7M
6	Gradient Investments LLC	Shares	54.8KSH	$1.4M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.7KSH	$1.2M
8	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	27.6KSH	$722.2K
9	FLAGSHIP HARBOR ADVISORS, LLC	Shares	24.6KSH	$644.3K
10	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	19.2KSH	$503.1K
11	CARY STREET PARTNERS FINANCIAL LLC	Shares	14.8KSH	$388.0K
12	SIGNATUREFD, LLC	Shares	12.4KSH	$324.7K
13	Harbour Capital Advisors, LLC	Shares	12.0KSH	$297.7K
14	Breakwater Capital Group	Shares	10.4KSH	$273.1K
15	GREENLEAF TRUST	Shares	9.4KSH	$246.3K
16	Blue Trust, Inc.	Shares	7.7KSH	$201.3K
17	Versant Capital Management, Inc	Shares	6.8KSH	$177.9K
18	SIGNATUREFD, LLC	CALL	20.0KSH	$160.0K
19	GAMMA Investing LLC	Shares	3.6KSH	$94.2K
20	Hilltop National Bank	Shares	2.4KSH	$62.9K
21	Farther Finance Advisors, LLC	Shares	2.1KSH	$56.3K
22	1620 INVESTMENT ADVISORS, INC.	Shares	1.7KSH	$43.6K
23	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	757SH	$19.8K
24	LANARK FINANCIAL, INC.	Shares	310SH	$8.1K
25	JNBA Financial Advisors	Shares	300SH	$7.9K
26	Princeton Global Asset Management LLC	Shares	300SH	$7.9K
27	FIRST HORIZON CORP	Shares	288SH	$7.5K
28	SBI Securities Co., Ltd.	Shares	258SH	$6.8K
29	Pacifica Partners Inc.	Shares	250SH	$6.5K
30	Handelsbanken Fonder AB	Shares	208.5KSH	$5.5K
31	MassMutual Private Wealth & Trust, FSB	Shares	203SH	$5.3K
32	Owl Creek Wealth Partners LLC	Shares	203SH	$5.3K
33	ELEVATION WEALTH PARTNERS, LLC	Shares	159SH	$4.2K
34	Ares Financial Consulting, LLC	Shares	133SH	$3.5K
35	True Wealth Design, LLC	Shares	124SH	$3.2K
36	EverSource Wealth Advisors, LLC	Shares	113SH	$3.0K
37	Beaird Harris Wealth Management, LLC	Shares	105SH	$2.7K
38	IFP Advisors, Inc	Shares	87SH	$2.3K
39	Creative Capital Management Investments LLC	Shares	57SH	$1.5K
40	Physician Wealth Advisors, Inc.	Shares	53SH	$1.4K
41	Bogart Wealth, LLC	Shares	40SH	$1.0K
42	JFS WEALTH ADVISORS, LLC	Shares	36SH	$943
43	ALBION FINANCIAL GROUP /UT	Shares	35SH	$917
44	Cromwell Holdings LLC	Shares	28SH	$733
45	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	Shares	24SH	$628
46	Grove Bank & Trust	Shares	11SH	$288
47	Arlington Trust Co LLC	Shares	5SH	$131
48	Activest Wealth Management	Shares	4SH	$105
49	Darwin Wealth Management, LLC	Shares	1SH	$38
50	CX Institutional	Shares	986SH	$26

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 56 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd new	Shares	+253.4K	+$6.6M	$6.6M
2	PEAK FINANCIAL ADVISORS LLC new	Shares	+79.4K	+$2.1M	$2.1M
3	D.A. DAVIDSON & CO. trimmed	Shares	-3.4K	+$890.3K	$3.5M
4	Police & Firemen's Retirement System of New Jersey added	Shares	+3.7K	+$569.9K	$1.8M
5	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+17.7K	+$475.0K	$503.1K
6	Sequoia Financial Advisors, LLC trimmed	Shares	-2.4K	+$416.6K	$1.7M
7	Gradient Investments LLC trimmed	Shares	-435	+$388.7K	$1.4M
8	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+14.8K	+$388.0K	$388.0K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.3K	+$344.5K	$1.2M
10	Harbour Capital Advisors, LLC new	Shares	+12.0K	+$297.7K	$297.7K
11	Breakwater Capital Group new	Shares	+10.4K	+$273.1K	$273.1K
12	GREENLEAF TRUST new	Shares	+9.4K	+$246.3K	$246.3K
13	THOMPSON INVESTMENT MANAGEMENT, INC. unchanged	Shares	0	+$199.7K	$722.2K
14	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+628	+$190.1K	$644.3K
15	SIGNATUREFD, LLC unchanged	CALL	0	+$106.0K	$160.0K
16	SIGNATUREFD, LLC trimmed	Shares	-260	+$84.9K	$324.7K
17	Blue Trust, Inc. added	Shares	+800	+$70.8K	$201.3K
18	Versant Capital Management, Inc added	Shares	+42	+$50.0K	$177.9K
19	GAMMA Investing LLC added	Shares	+247	+$30.7K	$94.2K
20	Farther Finance Advisors, LLC added	Shares	+313	+$21.0K	$56.3K
21	Hilltop National Bank unchanged	Shares	0	+$17.4K	$62.9K
22	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-289	+$6.6K	$43.6K
23	Handelsbanken Fonder AB new	Shares	+208.5K	+$5.5K	$5.5K
24	ELEVATION WEALTH PARTNERS, LLC new	Shares	+159	+$4.2K	$4.2K
25	FIRST HORIZON CORP added	Shares	+107	+$4.1K	$7.5K
26	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna trimmed	Shares	-83	+$3.9K	$19.8K
27	MassMutual Private Wealth & Trust, FSB added	Shares	+89	+$3.2K	$5.3K
28	Beaird Harris Wealth Management, LLC new	Shares	+105	+$2.7K	$2.7K
29	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.2K	$8.1K
30	JNBA Financial Advisors unchanged	Shares	0	+$2.2K	$7.9K
31	Princeton Global Asset Management LLC unchanged	Shares	0	+$2.2K	$7.9K
32	Pacifica Partners Inc. unchanged	Shares	0	+$1.8K	$6.5K
33	SBI Securities Co., Ltd. trimmed	Shares	-18	+$1.5K	$6.8K
34	Creative Capital Management Investments LLC new	Shares	+57	+$1.5K	$1.5K
35	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.5K	$5.3K
36	CARY STREET PARTNERS INVESTMENT ADVISORY LLC new	Shares	+24	+$628	$628
37	IFP Advisors, Inc trimmed	Shares	-1	+$611	$2.3K
38	True Wealth Design, LLC trimmed	Shares	-19	+$538	$3.2K
39	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$384	$1.4K
40	Bogart Wealth, LLC unchanged	Shares	0	+$289	$1.0K
41	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$261	$943
42	Cromwell Holdings LLC unchanged	Shares	0	+$203	$733
43	Activest Wealth Management new	Shares	+4	+$105	$105
44	Grove Bank & Trust unchanged	Shares	0	+$80	$288
45	Darwin Wealth Management, LLC new	Shares	+1	+$38	$38
46	Arlington Trust Co LLC unchanged	Shares	0	+$36	$131
47	CX Institutional unchanged	Shares	0	+$7	$26
48	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$5
49	AMALGAMATED BANK exited	Shares	-10.1K	-$191	$0
50	MBM WEALTH CONSULTANTS, LLC exited	Shares	-28	-$530	$0

Scroll to load more