Smith Douglas Homes Corp. (SDHC) Institutional Ownership

Institutions by Trading Activity

9,056,364Shares Outstanding

8,859,879Shares held by institutions

$102,065,806Value of institutional holdings

97.83%Institutional ownership %

13.23%Shares Changed QoQ

44No. of institutional investors

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

They owned 97.8% of outstanding stock in December 2025, up from 97.8% the prior quarter.
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.
Of these 44 funds, 32 grew their exposure to Smith Douglas Homes, 7 cut back, and 5 maintained positions.
Combined, these investors held 8.86Mn shares in SDHC for December 2025, up by 1.03Mn shares quarter on quarter, and down 2.68Mn shares year over year.
As of December 31, 2025, WASATCH ADVISORS LP held the largest stake in Smith Douglas Homes with 586.76K shares, accounting for 6.48% of total shares outstanding.
Top purchasers of SDHC stock for the quarter ending December 2025 included Capital Advisors, Ltd. LLC (4).
Top sellers of SDHC stock for the quarter ending December 2025 included WASATCH ADVISORS LP (663.1K).
Smith Douglas Homes's 3 largest shareholders as of December 2025 include WASATCH ADVISORS LP (586.76K), WOLFF WIESE MAGANA LLC (90), Capital Advisors, Ltd. LLC (4) per Business Quant data.

8,859,879 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	1,469,003	216,922	17.32%	$24,635,180.00
Conifer Management, L.L.C.	31 Dec, 2025	1,433,350	581,794	68.32%	$24,037,280.00
WASATCH ADVISORS LP	31 Dec, 2025	1,249,857	72,525	6.16%	$20,960,102.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,176,973	24,996	2.17%	$19,737,838.00
BECK MACK & OLIVER LLC	31 Dec, 2025	816,447	3,605	0.44%	$13,691,816.00
Federated Hermes, Inc.	31 Dec, 2025	527,300	0	0.00%	$8,842,821.00
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	31 Dec, 2025	506,688	-18,209	-3.47%	$8,497,158.00
VANGUARD GROUP INC	31 Dec, 2025	452,631	1,638	0.36%	$7,590,622.00
First Eagle Investment Management, LLC	31 Dec, 2025	378,774	47,100	14.20%	$6,352,040.00
BlackRock, Inc.	31 Dec, 2025	158,370	4,608	3.00%	$2,655,865.00
Wells Fargo & Company/Mn	31 Dec, 2025	128,597	6,191	5.06%	$2,156,572.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	104,422	1,406	1.36%	$1,751,762.00
Sei Investments Co	31 Dec, 2025	64,930	9,890	17.97%	$1,088,876.00
UBS Group AG	31 Dec, 2025	49,047	22,915	87.69%	$822,518.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	43,990	21,995	100.00%	$737,712.00
State Street Corp	31 Dec, 2025	42,312	1,100	2.67%	$709,572.00
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	31 Dec, 2025	37,859	4,608	13.86%	$635.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	33,250	3,482	11.70%	$557,602.00
ENVESTNET ASSET MANAGEMENT INC	31 Dec, 2025	28,799	-11,564	-28.65%	$482,959.00
Daiwa Securities Group Inc.	31 Dec, 2025	26,664	4,377	19.64%	$447.00

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