Smith Douglas Homes SDHC Institutional Ownership

NYSE SDHC

$10.11 -0.17 (-1.65%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

64 Institutions

Increased 38 59.4%

Unchanged 7 10.9%

Reduced 19 29.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

77.29%

▼-8.82 pp QoQ

Shares Held by Institutions

7.04Mn

of 9.11Mn outstanding

▼-2.16% QoQ

Shares Outstanding

9.11Mn

2.07Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

-155.32K

distributed since last quarter

Value of Holdings

$71.18Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Smith Douglas Homes Corp. (NYSE:SDHC) showed up in the 13F filings of 64 institutional investors as of June 2026.

Collectively, these holders controlled 77.3% of Smith Douglas Homes's outstanding shares in June 2026, down from 86.1% in March 2026.
They decreased total shares held in Smith Douglas Homes by -2.16% from last quarter, and the number of investors in SDHC increased 16.36% annually.
Of these 64 funds, 38 grew their exposure to Smith Douglas Homes, 19 cut back, and 7 maintained positions.
Institutional investors collectively held 7.04Mn shares in Smith Douglas Homes as of June 2026, down by 155.32K shares quarter on quarter, and down 2.29Mn shares year over year.
As of June 30, 2026, Conifer Management, L.L.C. held the largest stake in Smith Douglas Homes with 1.43Mn shares, accounting for 15.74% of total shares outstanding.
Leading buyers of Smith Douglas Homes shares for the quarter ending June 2026 were D. E. Shaw & Co., Inc. (64.56K), MARSHALL WACE, LLP (61.99K), BlackRock, Inc. (49.23K), Trexquant Investment LP (40.63K), Verition Fund Management LLC (32.0K).
Top sellers of SDHC stock for the quarter ending June 2026 included KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (366.94K), WELLINGTON MANAGEMENT GROUP LLP (136.17K), WASATCH ADVISORS LP (55.53K), VANGUARD CAPITAL MANAGEMENT LLC (31.82K), CITADEL ADVISORS LLC (27.38K).
According to Business Quant data, leading holders of SDHC for June 2026 are Conifer Management, L.L.C. (1.43Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (974.28K), BECK MACK & OLIVER LLC (835.06K), WELLINGTON MANAGEMENT GROUP LLP (622.62K), WASATCH ADVISORS LP (531.22K), First Eagle Investment Management, LLC (404.27K), VANGUARD CAPITAL MANAGEMENT LLC (364.95K), BlackRock, Inc. (208.86K), MARSHALL WACE, LLP (163.86K), GILDER GAGNON HOWE & CO LLC (161.31K).

Form 13F Holdings

64 Institutional Holders

Report period 30 Jun, 2026

Total shares held 7.04Mn

Of outstanding 77.29%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Conifer Management, L.L.C.	0001773994	1,433,350	15.74%	0	0.00%	$22.27Mn
2	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	974,282	10.70%	▼366,939	-27.36%	$15.14Mn
3	BECK MACK & OLIVER LLC	0000010742	835,065	9.17%	▼15,528	-1.83%	$12.98Mn
4	WELLINGTON MANAGEMENT GROUP LLP	0000902219	622,625	6.84%	▼136,171	-17.95%	$9.68Mn
5	WASATCH ADVISORS LP	0000814133	531,223	5.83%	▼55,532	-9.46%	$8.26Mn
6	First Eagle Investment Management, LLC	0001325447	404,274	4.44%	▼365,274	-47.47%	$6.28Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	364,949	4.01%	▼31,816	-8.02%	$5.67Mn
8	BlackRock, Inc.	0002012383	208,862	2.29%	▲49,230	+30.84%	$3.25Mn
9	MARSHALL WACE, LLP	0001318757	163,864	1.80%	▲61,989	+60.85%	$2.55Mn
10	GILDER GAGNON HOWE & CO LLC	0000902464	161,307	1.77%	▼21,393	-11.71%	$2.51Mn
11	D. E. Shaw & Co., Inc.	0001009207	142,986	1.57%	▲64,560	+82.32%	$2.22Mn
12	Wells Fargo & Company/Mn	0000072971	117,508	1.29%	▼7,876	-6.28%	$1.83Mn
13	GEODE CAPITAL MANAGEMENT, LLC	0001214717	103,146	1.13%	▼5,350	-4.93%	$1.60Mn
14	JANE STREET GROUP, LLC	0001595888	84,735	0.93%	▲2,559	+3.11%	$1.32Mn
15	Trexquant Investment LP	0001633445	56,477	0.62%	▲40,629	+256.37%	$877.65K
16	VANGUARD FIDUCIARY TRUST CO	0000933478	54,044	0.59%	▲364	+0.68%	$839.84K
17	Jpmorgan Chase & Co	0000019617	51,376	0.56%	▲19,817	+62.79%	$770.13K
18	UBS Group AG	0001610520	47,622	0.52%	▼647	-1.34%	$740.05K
19	Goldman Sachs Group Inc	0000886982	46,618	0.51%	▲15,934	+51.93%	$724.44K
20	State Street Corp	0000093751	46,176	0.51%	▲3,064	+7.11%	$717.58K

Showing 1 to 20 of 64 holders