Who owns JELD-WEN Holding (JELD)
Which tracked institutional funds hold JELD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JELD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
22 tracked funds added or opened JELD while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JELD’s largest tracked holder by dollar value, TURTLE CREEK ASSET MANAGEMENT INC., sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JELD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 142 tracked filers holding JELD, 86 increased or opened the position and 78 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JELD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- SHENKMAN CAPITAL MANAGEMENT INC$2M
- ICON ADVISERS INC/CO$2M
- TWO SIGMA INVESTMENTS, LP$1M
- Jain Global LLC$774K
Full exits 4
- AMERICAN CENTURY COMPANIES INC$3M
- One Fin Capital Management LP$2M
- Assenagon Asset Management S.A.$847K
- Point72 Asset Management, L.P.$834K
Largest adds
- AQR CAPITAL MANAGEMENT LLC$5M
- TURTLE CREEK ASSET MANAGEMENT INC.$4M
- MASON CAPITAL MANAGEMENT LLC$4M
- JPMORGAN CHASE & CO$3M
- Miller Value Partners, LLC$2M
- D. E. Shaw & Co., Inc.$1M
Largest trims
- BlackRock, Inc.$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
- STATE STREET CORP$2M
- DIMENSIONAL FUND ADVISORS LP$878K
- GEODE CAPITAL MANAGEMENT, LLC$838K
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$734K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| TURTLE CREEK ASSET MANAGEMENT INC. | 16,625,557 | $25M | 23.6% | 2026-Q2 |
| Miller Value Partners, LLC added | 7,139,095 | $11M | 10.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 4,205,454 | $6M | 6.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 3,838,258 | $6M | 5.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,541,506 | $5M | 5.0% | 2026-Q2 |
| MASON CAPITAL MANAGEMENT LLC added | 3,109,621 | $5M | 4.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 3,033,817 | $5M | 4.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 2,445,478 | $4M | 3.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,261,089 | $3M | 3.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,637,571 | $2M | 2.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,488,005 | $2M | 2.1% | 2026-Q2 |
| ICON ADVISERS INC/CO new | 1,250,000 | $2M | 1.8% | 2026-Q2 |
| SHENKMAN CAPITAL MANAGEMENT INC new | 1,196,882 | $2M | 1.8% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,102,026 | $2M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,020,409 | $2M | 1.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 918,335 | $1M | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 907,090 | $1M | 1.3% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 755,463 | $1M | 1.1% | 2026-Q2 |
| MORGAN STANLEY added | 719,515 | $1M | 1.0% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 683,799 | $1M | 1.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 675,926 | $1M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 624,694 | $937K | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 565,064 | $848K | 0.8% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 559,131 | $839K | 0.8% | 2026-Q2 |
| Verition Fund Management LLC added | 551,738 | $828K | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 546,852 | $820K | 0.8% | 2026-Q2 |
| UBS Group AG added | 531,180 | $797K | 0.8% | 2026-Q2 |
| Jain Global LLC added | 516,041 | $774K | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 481,747 | $723K | 0.7% | 2026-Q2 |
| Inspire Investing, LLC added | 462,573 | $694K | 0.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 425,261 | $638K | 0.6% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 364,300 | $546K | 0.5% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 338,964 | $508K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 312,888 | $469K | 0.4% | 2026-Q2 |
| Walleye Capital LLC added | 305,560 | $458K | 0.4% | 2026-Q2 |
| XTX Topco Ltd trimmed | 288,252 | $432K | 0.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 283,586 | $425K | 0.4% | 2026-Q2 |
| RBF Capital, LLC trimmed | 229,773 | $345K | 0.3% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd added | 216,610 | $325K | 0.3% | 2026-Q2 |
| ARISTEIA CAPITAL, L.L.C. added | 203,972 | $306K | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 201,405 | $302K | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | 188,337 | $283K | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 186,888 | $280K | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 173,888 | $261K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 154,183 | $231K | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 152,026 | $228K | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 143,848 | $216K | 0.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 137,459 | $206K | 0.2% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP | 130,958 | $196K | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 118,480 | $178K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 112,506 | $169K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 111,277 | $167K | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 109,742 | $165K | 0.2% | 2026-Q2 |
| Norris Financial Group, LLC | 106,133 | $159K | 0.2% | 2026-Q2 |
| Phil A. Younker & Associates, Ltd. added | 94,500 | $142K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 93,800 | $141K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 86,910 | $130K | 0.1% | 2026-Q2 |
| Centiva Capital, LP added | 86,739 | $130K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 85,271 | $91K | 0.1% | 2026-Q2 |
| State of Wyoming added | 84,280 | $126K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 81,510 | $122K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 78,505 | $118K | 0.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 76,202 | $114K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 72,500 | $109K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 69,350 | $104K | 0.1% | 2026-Q2 |
| Creative Planning added | 63,009 | $95K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 59,027 | $89K | 0.1% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 56,800 | $85K | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 55,271 | $83K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 54,584 | $82K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 53,970 | $81K | 0.1% | 2026-Q2 |
| Cerity Partners LLC new | 50,481 | $76K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 46,591 | $66K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 45,488 | $68K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 44,187 | $66K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 41,976 | $63K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS new | 40,891 | $61K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 37,871 | $57K | 0.1% | 2026-Q2 |
| Empowered Funds, LLC | 37,459 | $56K | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 34,091 | $51K | 0.0% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 31,134 | $47K | 0.0% | 2026-Q2 |
| Parkwoods Wealth Partners, LLC added | 30,760 | $46K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 30,633 | $46K | 0.0% | 2026-Q2 |
| BRIGHTON JONES LLC new | 28,745 | $43K | 0.0% | 2026-Q2 |
| Vanguard Personalized Indexing Management, LLC new | 27,680 | $42K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 26,964 | $40K | 0.0% | 2026-Q2 |
| Corient Private Wealth LP new | 26,201 | $39K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 24,247 | $36K | 0.0% | 2026-Q2 |
| Wealthfront Advisers LLC | 22,785 | $34K | 0.0% | 2026-Q2 |
| R Squared Ltd added | 22,427 | $34K | 0.0% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. added | 22,250 | $33K | 0.0% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 20,166 | $30K | 0.0% | 2026-Q2 |
| Focus Partners Wealth new | 18,998 | $28K | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 18,400 | $28K | 0.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 15,995 | $24K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 15,573 | $23K | 0.0% | 2026-Q2 |
| FMR LLC added | 14,730 | $22K | 0.0% | 2026-Q2 |
| AXQ CAPITAL, LP trimmed | 14,665 | $22K | 0.0% | 2026-Q2 |
| Aaron Wealth Advisors LLC | 14,574 | $22K | 0.0% | 2026-Q2 |
| DDD Partners, LLC new | 12,850 | $19K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.