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Smith Douglas Homes (SDHC) Institutional Ownership

Smith Douglas Homes logo
$10.08 -0.06 (-0.59%)
As of 10/2/2026 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Smith Douglas Homes (NYSE:SDHC)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$39.18M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$18.73M
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SDHC Institutional Buying and Selling by Quarter

Smith Douglas Homes Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Squarepoint Ops LLC31,818$494K0.0%+37.1%0.063%
8/19/2026Wellington Management Group LLP622,625$9.68M0.0%-17.9%1.225%
8/14/2026Conifer Management L.L.C.1,433,350$22.27M0.0%N/A2.823%
7/10/2026Wasatch Advisors LP531,223$8.26M0.1%-9.5%1.046%
5/18/2026Ruane Cunniff & Goldfarb L.P.14,490$185K0.0%+18.7%0.029%
5/14/2026Sei Investments Co.53,068$679K0.0%-18.3%0.105%
5/7/2026Dimensional Fund Advisors LP25,299$324K0.0%N/A0.049%
5/4/2026Teachers Retirement System of The State of Kentucky25,006$320K0.0%-33.9%0.049%
4/30/2026Hsbc Holdings PLC13,312$168K0.0%N/A0.026%
4/21/2026Wasatch Advisors LP586,755$7.51M0.0%-53.1%1.140%
2/18/2026VARCOV Co.11,954$200K0.1%N/A0.023%
2/18/2026Wellington Management Group LLP1,176,973$19.74M0.0%+2.2%2.288%
2/17/2026Price T Rowe Associates Inc. MD10,800$182K0.0%N/A0.021%
2/13/2026Stifel Financial Corp13,157$221K0.0%-9.0%0.026%
2/13/2026State Street Corp42,312$710K0.0%+2.7%0.082%
2/13/2026Wells Fargo & Company MN128,597$2.16M0.0%+5.1%0.250%
2/13/2026Conifer Management L.L.C.1,433,350$24.04M4.0%+68.3%2.786%
2/12/2026Wasatch Advisors LP1,249,857$20.96M0.1%+6.2%2.429%
2/12/2026Beck Mack & Oliver LLC816,447$13.69M0.2%+0.4%1.587%
2/11/2026Daiwa Securities Group Inc.26,664$447K0.0%+19.6%0.052%
2/9/2026Geode Capital Management LLC104,422$1.75M0.0%+1.4%0.203%
2/4/2026First Eagle Investment Management LLC378,774$6.35M0.0%+14.2%0.736%
1/29/2026Quent Capital LLC23,000$386K0.0%N/A0.045%
1/29/2026Teachers Retirement System of The State of Kentucky37,859$635K0.0%+13.9%0.074%
1/22/2026Massachusetts Financial Services Co. MA506,688$8.50M0.0%-3.5%0.985%
11/17/2025Wasatch Advisors LP1,177,332$20.79M0.1%-8.0%2.288%
11/17/2025Beck Mack & Oliver LLC812,842$14.36M0.3%-2.7%1.580%
11/17/202512 West Capital Management LP535,140$9.45M1.0%-26.9%1.040%
11/14/2025Wellington Management Group LLP1,151,977$20.34M0.0%-3.2%2.239%
11/12/2025First Eagle Investment Management LLC331,674$5.86M0.0%+38.0%0.645%
11/12/2025Teachers Retirement System of The State of Kentucky33,251$587K0.0%+26.8%0.065%
11/12/2025Victory Capital Management Inc.19,567$346K0.0%N/A0.038%
11/12/2025US Bancorp DE5,788$102K0.0%-9.7%0.011%
11/7/2025GSA Capital Partners LLP10,644$188K0.0%N/A0.021%
11/7/2025Vanguard Group Inc.450,993$7.97M0.0%+0.9%0.877%
11/5/2025Envestnet Asset Management Inc.40,363$713K0.0%-21.1%0.078%
11/3/2025AlphaQuest LLC11,026$195K0.0%N/A0.021%
10/29/2025Inspire Advisors LLC12,111$214K0.0%N/A0.024%
8/15/2025Tower Research Capital LLC TRC 4,627$90K0.0%N/A0.009%
8/15/2025Wasatch Advisors LP1,279,357$24.85M0.1%+4.4%2.488%
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8/15/2025Gilder Gagnon Howe & Co. LLC229,808$4.46M0.0%-47.9%0.447%
8/15/2025Beck Mack & Oliver LLC835,685$16.23M0.3%-0.6%1.625%
8/15/2025Bank of America Corp DE1,529$30K0.0%-90.7%0.003%
8/14/2025Raymond James Financial Inc.1,743$34K0.0%N/A0.003%
8/14/2025Sei Investments Co.55,040$1.07M0.0%-16.9%0.107%
8/14/2025Daiwa Securities Group Inc.24,287$472K0.0%-7.6%0.047%
8/13/2025Marshall Wace LLP33,179$644K0.0%N/A0.065%
8/13/2025First Trust Advisors LP29,025$564K0.0%+5.8%0.056%
8/13/2025Thornburg Investment Management Inc.224,457$4.36M0.1%-8.1%0.436%
8/8/2025Geode Capital Management LLC101,896$1.98M0.0%+8.8%0.198%
8/6/2025First 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%
8/1/2025Peregrine Capital Management LLC20,288$394K0.0%-30.5%0.039%
8/1/2025Envestnet 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%
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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%
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%


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. ($22.27M), Artisan Partners Limited Partnership ($20.85M), Beck Mack & Oliver LLC ($13.69M), Wellington Management Group LLP ($9.68M), 12 West Capital Management LP ($9.45M), and Massachusetts Financial Services Co. MA ($8.50M).Learn more on Smith Douglas Homes' institutional investors.

Of the 56 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: Conifer Management L.L.C. ($2.02M), Wasatch Advisors LP ($1.28M), Beck Mack & Oliver LLC ($402.10K), Wellington Management Group LLP ($323.22K), First Eagle Investment Management LLC ($193.81K), Massachusetts Financial Services Co. MA ($50.71K), and Covey Capital Advisors LLC ($36.30K).

Institutional investors have bought a total of 2,431,853 shares in the last 24 months. This purchase volume represents approximately $39.18M in transactions.

Of the 10 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 ($820.66K), 12 West Capital Management LP ($197.21K), Wellington Management Group LLP ($174.72K), Beck Mack & Oliver LLC ($22.84K), Massachusetts Financial Services Co. MA ($18.21K), Teachers Retirement System of The State of Kentucky ($12.85K), and Sei Investments Co. ($11.86K).

Institutional investors have sold a total of 1,271,080 shares in the last 24 months. This volume of shares sold represents approximately $18.73M in transactions.


Related Companies

Institutional ownership data for NYSE:SDHC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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