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Smith Douglas Homes (SDHC) Institutional Ownership

Smith Douglas Homes logo
$11.68 -0.01 (-0.09%)
As of 05/22/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Smith Douglas Homes (NYSE:SDHC)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$19.40M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$21.17M
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SDHC Institutional Buying and Selling by Quarter

Smith Douglas Homes Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Ruane Cunniff & Goldfarb L.P.14,490$185K0.0%+18.7%0.029%
5/14/2026 Sei Investments Co.53,068$679K0.0%-18.3%0.105%
5/7/2026 Dimensional Fund Advisors LP25,299$324K0.0%N/A0.049%
5/4/2026 Teachers Retirement System of The State of Kentucky25,006$320K0.0%-33.9%0.049%
4/30/2026 Hsbc Holdings PLC13,312$168K0.0%N/A0.026%
4/21/2026 Wasatch Advisors LP586,755$7.51M0.0%-53.1%1.140%
2/18/2026 VARCOV Co.11,954$200K0.1%N/A0.023%
2/18/2026 Wellington Management Group LLP1,176,973$19.74M0.0%+2.2%2.288%
2/17/2026 Price T Rowe Associates Inc. MD10,800$182K0.0%N/A0.021%
2/13/2026 Stifel Financial Corp13,157$221K0.0%-9.0%0.026%
2/13/2026 State Street Corp42,312$710K0.0%+2.7%0.082%
2/13/2026 Wells Fargo & Company MN128,597$2.16M0.0%+5.1%0.250%
2/13/2026 Conifer Management L.L.C.1,433,350$24.04M4.0%+68.3%2.786%
2/12/2026 Wasatch Advisors LP1,249,857$20.96M0.1%+6.2%2.429%
2/12/2026 Beck Mack & Oliver LLC816,447$13.69M0.2%+0.4%1.587%
2/11/2026 Daiwa Securities Group Inc.26,664$447K0.0%+19.6%0.052%
2/9/2026 Geode Capital Management LLC104,422$1.75M0.0%+1.4%0.203%
2/4/2026 First Eagle Investment Management LLC378,774$6.35M0.0%+14.2%0.736%
1/29/2026 Quent Capital LLC23,000$386K0.0%N/A0.045%
1/29/2026 Teachers Retirement System of The State of Kentucky37,859$635K0.0%+13.9%0.074%
1/22/2026 Massachusetts Financial Services Co. MA506,688$8.50M0.0%-3.5%0.985%
11/17/2025 Wasatch Advisors LP1,177,332$20.79M0.1%-8.0%2.288%
11/17/2025 Beck Mack & Oliver LLC812,842$14.36M0.3%-2.7%1.580%
11/17/2025 12 West Capital Management LP535,140$9.45M1.0%-26.9%1.040%
11/14/2025 Wellington Management Group LLP1,151,977$20.34M0.0%-3.2%2.239%
11/12/2025 First Eagle Investment Management LLC331,674$5.86M0.0%+38.0%0.645%
11/12/2025 Teachers Retirement System of The State of Kentucky33,251$587K0.0%+26.8%0.065%
11/12/2025 Victory Capital Management Inc.19,567$346K0.0%N/A0.038%
11/12/2025 US Bancorp DE5,788$102K0.0%-9.7%0.011%
11/7/2025 GSA Capital Partners LLP10,644$188K0.0%N/A0.021%
11/7/2025Vanguard Group Inc.450,993$7.97M0.0%+0.9%0.877%
11/5/2025 Envestnet Asset Management Inc.40,363$713K0.0%-21.1%0.078%
11/3/2025 AlphaQuest LLC11,026$195K0.0%N/A0.021%
10/29/2025 Inspire Advisors LLC12,111$214K0.0%N/A0.024%
8/15/2025 Tower Research Capital LLC TRC 4,627$90K0.0%N/A0.009%
8/15/2025 Wasatch Advisors LP1,279,357$24.85M0.1%+4.4%2.488%
8/15/2025 Gilder Gagnon Howe & Co. LLC229,808$4.46M0.0%-47.9%0.447%
8/15/2025 Beck Mack & Oliver LLC835,685$16.23M0.3%-0.6%1.625%
8/15/2025 Bank of America Corp DE1,529$30K0.0%-90.7%0.003%
8/14/2025 Raymond James Financial Inc.1,743$34K0.0%N/A0.003%
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8/14/2025 Sei Investments Co.55,040$1.07M0.0%-16.9%0.107%
8/14/2025 Daiwa Securities Group Inc.24,287$472K0.0%-7.6%0.047%
8/13/2025 Marshall Wace LLP33,179$644K0.0%N/A0.065%
8/13/2025 First Trust Advisors LP29,025$564K0.0%+5.8%0.056%
8/13/2025 Thornburg Investment Management Inc.224,457$4.36M0.1%-8.1%0.436%
8/8/2025 Geode Capital Management LLC101,896$1.98M0.0%+8.8%0.198%
8/6/2025 First Eagle Investment Management LLC240,382$4.67M0.0%+1.7%0.467%
8/5/2025Corton Capital Inc.20,752$403K0.5%+41.0%0.040%
8/4/2025Covey Capital Advisors LLC36,300$705K0.8%N/A0.071%
8/1/2025 Peregrine Capital Management LLC20,288$394K0.0%-30.5%0.039%
8/1/2025 Envestnet Asset Management Inc.51,161$994K0.0%-13.4%0.099%
5/15/2025PDT Partners LLC13,988$273K0.0%+10.7%0.027%
5/15/2025Beck Mack & Oliver LLC840,975$16.42M0.3%+20.2%1.635%
5/15/2025Trexquant Investment LP16,420$321K0.0%+93.1%0.032%
5/14/2025Kayne Anderson Rudnick Investment Management LLC1,797,091$35.08M0.1%-0.3%3.494%
5/14/2025Wellington Management Group LLP1,211,274$23.64M0.0%+32.7%2.355%
5/12/2025Townsquare Capital LLC39,213$765K0.0%-11.0%0.076%
5/8/2025US Bancorp DE6,445$126K0.0%-33.6%0.013%
5/8/2025Thornburg Investment Management Inc.244,213$4.77M0.1%-5.6%0.475%
5/7/2025Corton Capital Inc.14,716$287K0.9%-41.7%0.029%
5/7/2025Prescott Group Capital Management L.L.C.33,562$655K0.1%-16.8%0.065%
5/2/2025Victory Capital Management Inc.14,395$281K0.0%+80.2%0.028%
5/2/2025Massachusetts Financial Services Co. MA486,509$9.50M0.0%+11.6%0.949%
5/1/2025New York State Common Retirement Fund185,119$3.61M0.0%+1.0%0.361%
4/30/2025M&T Bank Corp11,001$215K0.0%+8.4%0.021%
4/29/2025Envestnet Asset Management Inc.59,093$1.15M0.0%-4.6%0.115%
3/24/2025Wellington Management Group LLP913,047$23.41M0.0%-9.8%1.780%
2/17/2025Two Sigma Investments LP27,550$706K0.0%+366.3%0.054%
2/17/2025Millennium Management LLC56,459$1.45M0.0%+50.0%0.110%
2/17/2025Jacobs Levy Equity Management Inc.17,804$456K0.0%N/A0.035%
2/17/2025D. E. Shaw & Co. Inc.45,724$1.17M0.0%-15.3%0.089%
2/17/2025Corton Capital Inc.25,229$647K0.4%+61.8%0.049%
2/17/2025Bank of America Corp DE18,767$481K0.0%-51.7%0.037%
2/17/2025BNP Paribas Financial Markets5,662$145K0.0%-63.8%0.011%
2/14/2025Jane Street Group LLC23,837$611K0.0%+69.9%0.046%
2/14/2025Ghisallo Capital Management LLC50,000$1.28M0.1%-47.4%0.098%
2/14/2025Gilder Gagnon Howe & Co. LLC495,830$12.71M0.1%-5.0%0.967%
2/14/2025Hood River Capital Management LLC162,622$4.17M0.1%-82.0%0.317%
2/14/2025Stifel Financial Corp24,635$632K0.0%-5.5%0.048%
2/14/2025Kayne Anderson Rudnick Investment Management LLC1,803,065$46.23M0.1%-1.7%3.516%
2/14/2025Beck Mack & Oliver LLC699,430$17.93M0.3%+58.1%1.364%
2/14/2025First Trust Advisors LP27,918$716K0.0%-10.1%0.054%
2/13/2025Wasatch Advisors LP1,156,019$29.64M0.1%+438.9%2.254%
2/13/2025Townsquare Capital LLC44,072$1.13M0.0%-5.0%0.086%
2/13/2025Next Century Growth Investors LLC44,383$1.14M0.1%-85.3%0.087%
2/13/2025Renaissance Technologies LLC99,200$2.54M0.0%+31.9%0.193%
2/13/2025Envestnet Asset Management Inc.61,928$1.59M0.0%-1.7%0.121%
2/12/2025Massachusetts Financial Services Co. MA435,796$11.17M0.0%-0.5%0.850%
2/12/2025Trexquant Investment LP8,504$218K0.0%N/A0.017%
2/12/2025Geode Capital Management LLC90,038$2.31M0.0%+0.5%0.176%
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2/12/2025Wellington Management Group LLP913,047$23.41M0.0%-9.8%1.781%
2/12/2025JPMorgan Chase & Co.1,818$47K0.0%-91.5%0.004%
2/12/2025Artisan Partners Limited Partnership813,082$20.85M0.0%+4.6%1.586%
2/11/2025Virtu Financial LLC8,045$206K0.0%-11.6%0.016%
2/10/2025First Eagle Investment Management LLC148,882$3.82M0.0%+52.8%0.290%
2/7/2025Daiwa Securities Group Inc.27,487$705K0.0%-6.8%0.054%
2/6/2025M&T Bank Corp10,153$260K0.0%-12.1%0.020%
2/6/2025Victory Capital Management Inc.7,989$205K0.0%-13.5%0.016%
2/5/2025Norden Group LLC8,989$230K0.0%-5.7%0.018%
2/4/2025Bank of New York Mellon Corp12,791$328K0.0%N/A0.025%


SDHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 73 institutional investors and hedge funds held shares of Smith Douglas Homes. The most heavily invested institutionals were Kayne Anderson Rudnick Investment Management LLC ($35.08M), Conifer Management L.L.C. ($24.04M), Artisan Partners Limited Partnership ($20.85M), Wellington Management Group LLP ($19.74M), Beck Mack & Oliver LLC ($13.69M), Federated Hermes Inc. ($12.33M), and 12 West Capital Management LP ($9.45M).Learn more on Smith Douglas Homes' institutional investors.

Of the 59 institutional investors that purchased Smith Douglas Homes' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wasatch Advisors LP ($1.28M), Conifer Management L.L.C. ($581.79K), Beck Mack & Oliver LLC ($402.10K), Wellington Management Group LLP ($323.22K), Thornburg Investment Management Inc. ($212.79K), First Eagle Investment Management LLC ($193.81K), and Massachusetts Financial Services Co. MA ($58.91K).

Institutional investors have bought a total of 1,138,924 shares in the last 24 months. This purchase volume represents approximately $19.40M in transactions.

Of the 15 institutional investors that sold Smith Douglas Homes' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wasatch Advisors LP ($765.13K), Gilder Gagnon Howe & Co. LLC ($211.07K), 12 West Capital Management LP ($197.21K), Wellington Management Group LLP ($38.55K), Beck Mack & Oliver LLC ($28.13K), Sei Investments Co. ($23.07K), and Thornburg Investment Management Inc. ($19.76K).

Institutional investors have sold a total of 1,360,448 shares in the last 24 months. This volume of shares sold represents approximately $21.17M in transactions.



This page (NYSE:SDHC) was last updated on 5/25/2026 by MarketBeat.com Staff.
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