Smith Douglas Homes Corp. (SDHC) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

645,251Shares held by institutions

$7,852,705Value of institutional holdings

104.01%Institutional ownership %

10.25%Shares Changed QoQ

56No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Smith Douglas Homes Corp. (NYSE:SDHC) has 44 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 97.8% of Smith Douglas Homes's outstanding shares in December 2025, up from 97.8% in September 2025.
Their total shares held in SDHC increased 13.23% quarter over quarter, and separately, investors owning Smith Douglas Homes decreased 38.89% from a year ago.
Activity in SDHC broke down as 32 buyers, 7 sellers, and 5 unchanged among 44 total holders.
Institutional investors collectively held 8.86Mn shares in Smith Douglas Homes as of December 2025, up by 1.03Mn shares quarter on quarter, and down 2.68Mn shares year over year.
As of December 31, 2025, the biggest holder of Smith Douglas Homes is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC at 1.47Mn shares, representing 16.22% of shares outstanding.
Leading buyers of Smith Douglas Homes shares for the quarter ending December 2025 were Conifer Management, L.L.C. (581.79K), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (216.92K), WASATCH ADVISORS LP (72.53K), First Eagle Investment Management, LLC (47.1K), WELLINGTON MANAGEMENT GROUP LLP (25.0K).
The biggest sellers of Smith Douglas Homes for the quarter ending December 2025 included MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (18.21K), ENVESTNET ASSET MANAGEMENT INC (11.56K), AlphaQuest LLC (10.4K), Stifel Financial Corp (1.3K), Bank Of America Corp /De/ (421).
Per Business Quant data, the top 10 holders of Smith Douglas Homes for the quarter ending December 2025 are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (1.47Mn), Conifer Management, L.L.C. (1.43Mn), WASATCH ADVISORS LP (1.25Mn), WELLINGTON MANAGEMENT GROUP LLP (1.18Mn), BECK MACK & OLIVER LLC (816.45K), Federated Hermes, Inc. (527.3K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (506.69K), VANGUARD GROUP INC (452.63K), First Eagle Investment Management, LLC (378.77K), BlackRock, Inc. (158.37K).

44 Institutional Holders

645,251 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	4,608	3.00%	$0.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	216,922	17.32%	$0.00
Conifer Management, L.L.C.	31 Dec, 2025	581,794	68.32%	$0.00
WASATCH ADVISORS LP	31 Dec, 2025	72,525	6.16%	$0.00
UBS Group AG	31 Dec, 2025	22,915	87.69%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	24,996	2.17%	$0.00
Quent Capital, LLC	31 Dec, 2025	23,000	0.00%	$0.00
BECK MACK & OLIVER LLC	31 Dec, 2025	3,605	0.44%	$0.00
Ruane, Cunniff & Goldfarb L.P.	31 Dec, 2025	0	0.00%	$0.00
Federated Hermes, Inc.	31 Dec, 2025	0	0.00%	$0.00
VARCOV Co.	31 Dec, 2025	11,954	0.00%	$0.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	-18,209	-3.47%	$0.00
AlphaQuest LLC	31 Dec, 2025	-10,395	-94.28%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	1,638	0.36%	$0.00
Aster Capital Management (DIFC) Ltd	31 Dec, 2025	151	0.00%	$0.00
First Eagle Investment Management, LLC	31 Dec, 2025	47,100	14.20%	$0.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	-38	-22.62%	$0.00
Wells Fargo & Company/Mn	31 Dec, 2025	6,191	5.06%	$0.00
WOLFF WIESE MAGANA LLC	31 Dec, 2025	20	28.57%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,406	1.36%	$0.00

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