STOCK TITAN

Wellington group discloses 7.98% James Hardie (JHX) stake across client accounts

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated entities report significant ownership in James Hardie Industries plc common stock. The group, including Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, reports aggregate beneficial ownership of 46,306,403 shares of common stock, representing 7.98% of the class.

All reported shares are held with no sole voting or dispositive power; voting and dispositive authority is shared across the Wellington entities and exercised with respect to client accounts. Clients of the Wellington investment advisers are the record owners and have the economic rights to dividends and sale proceeds, with no individual client known to hold more than five percent of the class.

Positive

  • None.

Negative

  • None.
Shares beneficially owned 46,306,403 shares Aggregate beneficial ownership reported by Wellington entities
Percent of class owned 7.98 % Beneficial ownership percentage of James Hardie common stock
Shared voting power (top entities) 38,885,605.00 shares Shared voting power reported by three Wellington entities
Shared dispositive power (top entities) 46,306,403.00 shares Shared dispositive power reported by several Wellington entities
Shared voting power (Wellington Management Company LLP) 36,658,074.00 shares Voting authority for one investment adviser entity
Shared dispositive power (Wellington Management Company LLP) 39,103,261.00 shares Dispositive authority for one investment adviser entity
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"6 | Shared Voting Power 38,885,605.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"8 | Shared Dispositive Power 46,306,403.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP"

FAQ

What percentage of James Hardie Industries plc (JHX) does Wellington report owning?

Wellington and its affiliated entities report beneficial ownership of 7.98% of James Hardie Industries plc common stock, based on 46,306,403 shares held for client accounts under shared voting and dispositive authority.

How many JHX shares are beneficially owned by Wellington entities?

Wellington entities report 46,306,403 shares of James Hardie Industries plc common stock as beneficially owned, corresponding to 7.98% of the class, with voting and dispositive power exercised on a shared basis for client accounts.

Do Wellington entities have sole voting power over James Hardie (JHX) shares?

Wellington entities report 0 shares with sole voting power. They indicate shared voting power over up to 38,885,605 shares, reflecting authority exercised collectively for various client accounts.

Who has the economic rights to the JHX shares managed by Wellington?

The filing states that the shares are owned of record by clients of the Wellington investment advisers. These clients have the right to receive dividends and sale proceeds, with no single client known to hold over five percent of the class.

Which Wellington entities are identified as reporting persons for James Hardie (JHX)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, each listed with shared voting and/or dispositive power over JHX shares.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





G4253H101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026