SDHC Smith Douglas Homes Corp.

NYSE
$10.04

Smith Douglas Homes Corp. (SDHC) Institutional Ownership

What the institutions did with SDHC last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
72
filed both this quarter and last
Managers holding
62
+5 on the quarter
Buyers
36
15 opened new
Sellers
29
10 sold out entirely
Buyer share
55.4%
of managers who traded it
Breadth
+10.8
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Conifer Management, L.L.C. 1.4M 19.3%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 974.3K 13.1%
BECK MACK & OLIVER LLC 835.1K 11.2%
First Eagle Investment Management, LLC 808.5K 10.9%
WELLINGTON MANAGEMENT GROUP LLP 622.6K 8.4%
WASATCH ADVISORS LP 531.2K 7.1%
VANGUARD CAPITAL MANAGEMENT LLC 364.9K 4.9%
BlackRock, Inc. 208.9K 2.8%
MARSHALL WACE, LLP 163.9K 2.2%
GILDER GAGNON HOWE & CO LLC 161.3K 2.2%
D. E. Shaw & Co., Inc. 143.0K 1.9%
WELLS FARGO & COMPANY/MN 117.5K 1.6%
GEODE CAPITAL MANAGEMENT, LLC 103.1K 1.4%
JANE STREET GROUP, LLC 84.7K 1.1%
Trexquant Investment LP 56.5K 0.8%
VANGUARD FIDUCIARY TRUST CO 54.0K 0.7%
JPMORGAN CHASE & CO 51.4K 0.7%
UBS Group AG 47.6K 0.6%
GOLDMAN SACHS GROUP INC 46.6K 0.6%
STATE STREET CORP 46.2K 0.6%
Quent Capital, LLC 45.0K 0.6%
DIMENSIONAL FUND ADVISORS LP 43.3K 0.6%
MORGAN STANLEY 32.8K 0.4%
Verition Fund Management LLC 32.0K 0.4%
Squarepoint Ops LLC 31.8K 0.4%

Largest changes

Manager Action Previous Current Change
First Eagle Investment Management, LLC Increased 384.8K 808.5K +423.8K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced 1.3M 974.3K -366.9K
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Sold Out 322.2K 0 -322.2K
FEDERATED HERMES, INC. Sold Out 258.9K 0 -258.9K
WELLINGTON MANAGEMENT GROUP LLP Reduced 758.8K 622.6K -136.2K
D. E. Shaw & Co., Inc. Increased 78.4K 143.0K +64.6K
MARSHALL WACE, LLP Increased 101.9K 163.9K +62.0K
WASATCH ADVISORS LP Reduced 586.8K 531.2K -55.5K
BlackRock, Inc. Increased 159.6K 208.9K +49.2K
Trexquant Investment LP Increased 15.8K 56.5K +40.6K
Verition Fund Management LLC New 0 32.0K +32.0K
VANGUARD CAPITAL MANAGEMENT LLC Reduced 396.8K 364.9K -31.8K
CITADEL ADVISORS LLC Reduced 52.8K 25.4K -27.4K
SEI INVESTMENTS CO Reduced 53.1K 26.4K -26.6K
XTX Topco Ltd New 0 25.9K +25.9K
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY Sold Out 25.0K 0 -25.0K
MORGAN STANLEY Increased 10.3K 32.8K +22.5K
GILDER GAGNON HOWE & CO LLC Reduced 182.7K 161.3K -21.4K
TUDOR INVESTMENT CORP ET AL New 0 21.3K +21.3K
JPMORGAN CHASE & CO Increased 31.6K 51.4K +19.8K
GSA CAPITAL PARTNERS LLP New 0 18.1K +18.1K
DIMENSIONAL FUND ADVISORS LP Increased 25.3K 43.3K +18.0K
Susquehanna Portfolio Strategies, LLC New 0 17.5K +17.5K
MILLENNIUM MANAGEMENT LLC New 0 16.7K +16.7K
GOLDMAN SACHS GROUP INC Increased 30.7K 46.6K +15.9K
BECK MACK & OLIVER LLC Reduced 850.6K 835.1K -15.5K
AXQ CAPITAL, LP Sold Out 15.4K 0 -15.4K
OCCUDO QUANTITATIVE STRATEGIES LP New 0 15.1K +15.1K
Quent Capital, LLC Increased 30.0K 45.0K +15.0K
HSBC HOLDINGS PLC Increased 13.3K 27.7K +14.4K
VARCOV Co. Sold Out 14.3K 0 -14.3K
R Squared Ltd New 0 14.0K +14.0K
Ruane, Cunniff & Goldfarb L.P. Increased 14.5K 27.3K +12.8K
Graham Capital Management, L.P. New 0 12.1K +12.1K
HRT FINANCIAL LP Reduced 21.0K 10.3K -10.8K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC New 0 10.1K +10.1K
Tower Research Capital LLC (TRC) Sold Out 9.2K 0 -9.2K
Squarepoint Ops LLC Increased 23.2K 31.8K +8.6K
WELLS FARGO & COMPANY/MN Reduced 125.4K 117.5K -7.9K
ENVESTNET ASSET MANAGEMENT INC Reduced 29.1K 22.6K -6.5K
Daiwa Securities Group Inc. Reduced 24.3K 18.5K -5.8K
GEODE CAPITAL MANAGEMENT, LLC Reduced 108.5K 103.1K -5.4K
STIFEL FINANCIAL CORP Reduced 15.7K 10.5K -5.3K
BARCLAYS PLC Increased 4.1K 7.7K +3.6K
STATE STREET CORP Increased 43.1K 46.2K +3.1K
JANE STREET GROUP, LLC Increased 82.2K 84.7K +2.6K
US BANCORP \DE\ Increased 4.0K 5.6K +1.6K
NORTHERN TRUST CORP Increased 17.6K 18.7K +1.0K
UBS Group AG Reduced 48.3K 47.6K -647
VANGUARD FIDUCIARY TRUST CO Increased 53.7K 54.0K +364
BNP PARIBAS FINANCIAL MARKETS Reduced 3.9K 3.6K -300
Persistent Asset Partners Ltd New 0 266 +266
ROYAL BANK OF CANADA Reduced 330 66 -264
FULLER & THALER ASSET MANAGEMENT, INC. Reduced 22.3K 22.1K -185
JONES FINANCIAL COMPANIES LLLP Increased 250 408 +158
Advisory Services Network, LLC Sold Out 149 0 -149
Rockefeller Capital Management L.P. New 0 140 +140
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New 0 122 +122
FMR LLC Increased 301 413 +112
OSAIC HOLDINGS, INC. Reduced 135 40 -95

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.