Guru Ownership Trend
Guru Analysis for CNH Industrial N.V. (CNH)
CNH Industrial N.V. (CNH), a key player in the Industrials sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.4 B.
Top institutional holders include HOTCHKIS & WILEY and Tweedy Browne.
Notably, Tweedy Browne has expressed high conviction in this stock, allocating 17.11% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $82.01 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 28.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for CNH Industrial N.V. (CNH)
Major holders include HOTCHKIS & WILEY ($550.81 M), Tweedy Browne ($225.9 M), Mario Gabelli ($84.3 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 103.34 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $82.01 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited CNH. The total reported sell value was $32.16 M.
Yes, 2 managers opened new positions in CNH, and 5 increased their existing holdings. The total reported buy value was $114.17 M.
