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Ashland Inc.

ASH Materials
$72.47 $-1.16 (-1.58%)
Market Cap: $3.32 B
Gurus Holding
8
Popularity Rank
#790
% of Shares Held
13.63%
Net Activity (Q2 2026)
-$66.74 M

Guru Ownership Trend

Guru Analysis for Ashland Inc. (ASH)

Ashland Inc. (ASH), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $452.3 M.

Top institutional holders include Leon Cooperman and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $66.74 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 306.6%. Conversely, Cliff Asness reduced exposure by 9.4%.

Key Holders

Top 5 by Value

$124.86 M
$116.77 M
$31.84 M
$23.87 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$62.69 M
Total Buy Value
New Buys 2
Additions 2
-$129.43 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for Ashland Inc. (ASH)

Major holders include Leon Cooperman ($124.86 M), Cliff Asness ($116.77 M), Diamond Hill Capital ($105.47 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 6.24 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $66.74 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited ASH. The total reported sell value was $129.43 M.

Yes, 2 managers opened new positions in ASH, and 2 increased their existing holdings. The total reported buy value was $62.69 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
3.52% Add 11.5% 1,895,000 $124.86 M Q2 2026
0.04% Reduce -9.4% 1,823,353 $116.77 M Q2 2026
0.84% Reduce -8.6% 1,600,714 $105.47 M Q2 2026
0.04% New Buy 483,195 $31.84 M Q2 2026
0.06% Add 306.6% 362,258 $23.87 M Q2 2026
0.04% Reduce -1.7% 61,583 $4.06 M Q2 2026
0.27% 15,000 $988,350 Q2 2026
0.00% New Buy 93 $5,973 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form