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Ashland Inc.

ASH Materials
$55.61 +$3.34 (6.39%)
Market Cap: $2.54 B
Gurus Holding
8
Popularity Rank
#867
% of Shares Held
17.28%
Net Activity (Q4 2025)
+$54.59 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $439.82 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $54.59 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 775.6%. Conversely, Joel Greenblatt reduced exposure by 41.2%.

Key Holders

Top 5 by Value

$132.99 M
$111.47 M
$99.74 M
$7.83 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$120.78 M
Total Buy Value
New Buys 1
Additions 2
-$66.19 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
3

FAQs for Ashland Inc. (ASH)

Major holders include Cliff Asness ($132.99 M), Jefferies Group ($111.47 M), Diamond Hill Capital ($105.67 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 7.91 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $54.59 M, with 3 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 $66.19 M.

Yes, 1 managers opened new positions in ASH, and 2 increased their existing holdings. The total reported buy value was $120.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Reduce -30.4% 2,266,824 $132.99 M Q4 2025
0.57% Add 775.6% 1,900,000 $111.47 M Q4 2025
0.54% Add 23.8% 1,801,062 $105.67 M Q4 2025
3.31% 1,700,000 $99.74 M Q4 2025
0.03% Reduce -41.2% 133,484 $7.83 M Q4 2025
0.04% Reduce -8.5% 62,810 $3.69 M Q4 2025
0.00% New Buy 29,750 $1.75 M Q4 2025
0.27% 15,000 $880,050 Q4 2025
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Value
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SEC Form