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Ashland Inc.

ASH Materials
$60.93 $-0.1 (-0.16%)
Market Cap: $2.79 B
Gurus Holding
8
Popularity Rank
#785
% of Shares Held
19.65%
Net Activity (Q4 2025)
+$117.85 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 Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $547.93 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $117.85 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 775.6%. Conversely, Steven Cohen reduced exposure by 64.8%.

Key Holders

Top 5 by Value

$153.21 M
$111.47 M
$81.45 M
$10.88 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$119.04 M
Total Buy Value
New Buys 0
Additions 2
-$1.18 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
2

FAQs for Ashland Inc. (ASH)

Major holders include Cliff Asness ($153.21 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 8.99 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $117.85 M, with 2 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited ASH. The total reported sell value was $1.18 M.

Yes, 0 managers opened new positions in ASH, and 2 increased their existing holdings. The total reported buy value was $119.04 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Reduce -5.7% 3,256,398 $153.21 M Q3 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
2.54% 1,700,000 $81.45 M Q3 2025
0.05% Add 180.7% 227,138 $10.88 M Q3 2025
0.04% Reduce -8.5% 62,810 $3.69 M Q4 2025
0.00% Reduce -64.8% 30,442 $1.46 M Q3 2025
0.27% 15,000 $880,050 Q4 2025
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