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 Q3 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $982.94 M.
Top institutional holders include HOTCHKIS & WILEY and Tweedy Browne.
Notably, Tweedy Browne has expressed high conviction in this stock, allocating 15.02% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $89.32 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 317.5%. Conversely, David Einhorn reduced exposure by 25.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for CNH Industrial N.V. (CNH)
Major holders include HOTCHKIS & WILEY ($282.87 M), Tweedy Browne ($186.07 M), Mario Gabelli ($71.52 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 77.46 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $89.32 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited CNH. The total reported sell value was $24.27 M.
Yes, 0 managers opened new positions in CNH, and 5 increased their existing holdings. The total reported buy value was $113.58 M.
