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Ashland Inc.

ASH Materials
$56.43 +$0.44 (0.79%)
Market Cap: $2.58 B
Gurus Holding
8
Popularity Rank
#791
% of Shares Held
16.51%
Net Activity (Q1 2026)
-$19.18 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $426.66 M.

Top institutional holders include Cliff Asness and Jefferies Group.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $19.18 M net outflow during the quarter.

Recent activity highlights Ray Dalio who opened a new position. Conversely, Joel Greenblatt reduced exposure by 33.3%.

Key Holders

Top 5 by Value

$109.77 M
$106.11 M
$94.54 M
$4.95 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$1.79 M
Total Buy Value
New Buys 1
Additions 1
-$20.97 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Ashland Inc. (ASH)

Major holders include Cliff Asness ($109.77 M), Jefferies Group ($106.11 M), Diamond Hill Capital ($97.34 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 7.56 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $19.18 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited ASH. The total reported sell value was $20.97 M.

Yes, 1 managers opened new positions in ASH, and 1 increased their existing holdings. The total reported buy value was $1.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -11.3% 2,011,524 $109.77 M Q1 2026
0.73% Add 0.4% 1,908,142 $106.11 M Q1 2026
0.61% Reduce -2.8% 1,750,487 $97.34 M Q1 2026
3.10% 1,700,000 $94.54 M Q1 2026
0.02% Reduce -33.3% 89,100 $4.95 M Q1 2026
0.03% Reduce -0.2% 62,660 $3.48 M Q1 2026
0.01% New Buy 23,974 $1.33 M Q1 2026
0.24% 15,000 $834,150 Q1 2026
Date
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Transaction
Value
Shares
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SEC Form