Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free SDHC Stock Alerts

Smith Douglas Homes (SDHC) Institutional Ownership

Smith Douglas Homes logo
$16.09 +0.18 (+1.13%)
As of 07/2/2026 03:58 PM Eastern
Compare

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
Get SDHC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Smith Douglas Homes stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SDHC Institutional Buying and Selling by Quarter

Smith Douglas Homes Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
SPCX Warning - and Worst News for Stocks in 50 Years (Ad)

Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in 50 years - and it has nothing to do with a single stock. According to multiple Wall Street banks, a coming crisis could keep your portfolio in the red for 10 years or longer. Keith Kaplan, CEO of TradeSmith, is sharing what you can do to protect your wealth before it hits.tc pixel

Learn how to prepare your portfolio for what's coming next
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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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.


Related Companies

This page (NYSE:SDHC) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel