Institutional Ownership Jeld Wen Holding, Inc. (JELD)
This table provides information about the institutional ownership of Jeld Wen Holding, Inc. (JELD). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 81.2 Million shares, which have been reported (via 13F filing form) to have a value of $166 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
61
shares
|
$124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
55
shares
|
$112
0.0% of portfolio
|
Q2 2025
Reduced 36.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
46
shares
|
$93
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
38
shares
|
$77
0.0% of portfolio
|
Q3 2025
Reduced 99.88%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
30
shares
|
$61
0.0% of portfolio
|
Q2 2022
Reduced 74.58%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
15
shares
|
$30
0.0% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
8
shares
|
$16
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$14
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6
shares
|
$12
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|