Smith Douglas Homes Corp.
SDHC- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0001982518
In the last 90 days, Smith Douglas Homes Corp. insiders filed 4 open-market purchases and 0 sales; 62 institutions reported holding it in 13F filings for Q2 2026, worth $115.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Smith Douglas Homes Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 62
- +5 vs. Q1 2026
- Shares held
- 7.43M
- −406.6K (−5.2%) vs. Q1 2026
- Total value
- $115.5M
- +$15.2M (+15.1%) vs. Q1 2026
- New holders
- 15
- 21 more added
- Sold out
- 10
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SDHC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $115.5M |
| Q1 2026 | 58 | $100.3M |
| Q4 2025 | 46 | $152.5M |
| Q3 2025 | 52 | $156.6M |
| Q2 2025 | 55 | $181.5M |
| Q1 2025 | 55 | $230.7M |
| Q4 2024 | 70 | $243.6M |
| Q3 2024 | 74 | $364.8M |
| Q2 2024 | 62 | $229.4M |
| Q1 2024 | 71 | $282.9M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 1,433,350 | $22.3M | 3.67% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 974,282 | $15.1M | 0.05% | −366,939−27.4% | Reduced |
| Beck Mack & Oliver LLC | 835,065 | $13.0M | 0.25% | −15,528−1.8% | Reduced |
| First Eagle Investment Management, LLC | 808,548 | $12.6M | 0.01% | +423,774+110.1% | Added |
| Wellington Management Group LLP | 622,625 | $9.68M | 0.00% | −136,171−17.9% | Reduced |
| Wasatch Advisors Inc | 531,223 | $8.26M | 0.05% | −55,532−9.5% | Reduced |
| Vanguard Capital Management LLC | 364,949 | $5.67M | 0.00% | −31,816−8.0% | Reduced |
| BlackRock, Inc. | 208,862 | $3.25M | 0.00% | +49,230+30.8% | Added |
| Marshall Wace, LLP | 163,864 | $2.55M | 0.00% | +61,989+60.8% | Added |
| Gilder Gagnon Howe & Co LLC | 161,307 | $2.51M | 0.03% | −21,393−11.7% | Reduced |
| D. E. Shaw & Co., Inc. | 142,986 | $2.22M | 0.00% | +64,560+82.3% | Added |
| Wells Fargo & Company | 117,508 | $1.83M | 0.00% | −7,876−6.3% | Reduced |
| Geode Capital Management, LLC | 103,146 | $1.60M | 0.00% | −5,350−4.9% | Reduced |
| Jane Street Group, LLC | 84,735 | $1.32M | 0.00% | +2,559+3.1% | Added |
| Trexquant Investment LP | 56,477 | $877.7K | 0.01% | +40,629+256.4% | Added |
| Vanguard Fiduciary Trust Co | 54,044 | $839.8K | 0.00% | +364+0.7% | Added |
| JPMorgan Chase & Co | 51,376 | $770.1K | 0.00% | +19,817+62.8% | Added |
| UBS Group AG | 47,622 | $740.0K | 0.00% | −647−1.3% | Reduced |
| Goldman Sachs Group Inc | 46,618 | $724.4K | 0.00% | +15,934+51.9% | Added |
| State Street Corp | 46,176 | $717.6K | 0.00% | +3,064+7.1% | Added |
| Quent Capital, LLC | 45,000 | $699.3K | 0.04% | +15,000+50.0% | Added |
| Dimensional Fund Advisors LP | 43,263 | $672.3K | 0.00% | +17,964+71.0% | Added |
| Morgan Stanley | 32,795 | $509.6K | 0.00% | +22,487+218.2% | Added |
| Verition Fund Management LLC | 32,000 | $497.3K | 0.00% | +32,000 | New |
| Squarepoint Ops LLC | 31,818 | $494.5K | 0.00% | +8,606+37.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 27,275 | $423.9K | 0.01% | +12,785+88.2% | Added |
| HSBC Holdings PLC | 27,709 | $420.9K | 0.00% | +14,397+108.2% | Added |
| SEI Investments Co | 26,421 | $410.6K | 0.00% | −26,647−50.2% | Reduced |
| XTX Topco Ltd | 25,924 | $402.9K | 0.01% | +25,924 | New |
| Citadel Advisors LLC | 25,414 | $394.9K | 0.00% | −27,385−51.9% | Reduced |
| Envestnet Asset Management Inc | 22,576 | $350.8K | 0.00% | −6,477−22.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 22,110 | $343.6K | 0.00% | −185−0.8% | Reduced |
| Tudor Investment Corp Et Al | 21,303 | $331.0K | 0.00% | +21,303 | New |
| Northern Trust Corp | 18,668 | $290.1K | 0.00% | +1,022+5.8% | Added |
| Daiwa Securities Group Inc. | 18,475 | $287.1K | 0.00% | −5,789−23.9% | Reduced |
| Gsa Capital Partners LLP | 18,100 | $281.0K | 0.02% | +18,100 | New |
| Susquehanna Portfolio Strategies, LLC | 17,488 | $271.8K | 0.00% | +17,488 | New |
| Millennium Management LLC | 16,650 | $258.7K | 0.00% | +16,650 | New |
| Occudo Quantitative Strategies LP | 15,091 | $234.5K | 0.01% | +15,091 | New |
| R Squared Ltd | 13,978 | $217.2K | 0.11% | +13,978 | New |
| Price T Rowe Associates Inc | 12,300 | $192.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,072 | $187.6K | 0.01% | +12,072 | New |
| Stifel Financial Corp | 10,485 | $162.9K | 0.00% | −5,255−33.4% | Reduced |
| HRT Financial LP | 10,252 | $159.0K | 0.00% | −10,790−51.3% | Reduced |
| Charles Schwab Investment Management Inc | 10,061 | $156.3K | 0.00% | +10,061 | New |
| Barclays PLC | 7,713 | $119.9K | 0.00% | +3,608+87.9% | Added |
| US Bancorp | 5,585 | $86.8K | 0.00% | +1,585+39.6% | Added |
| Vanguard Global Advisers, LLC | 3,665 | $57.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,634 | $56.5K | 0.00% | −300−7.6% | Reduced |
| Fifth Third Bancorp | 538 | $8.36K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 413 | $6.42K | 0.00% | +112+37.2% | Added |
| Jones Financial Companies LLLP | 408 | $5.96K | 0.00% | +158+63.2% | Added |
| Persistent Asset Partners Ltd | 266 | $4.13K | 0.00% | +266 | New |
| Rockefeller Capital Management L.P. | 140 | $2.18K | 0.00% | +140 | New |
| Northwestern Mutual Wealth Management Co | 122 | $1.90K | 0.00% | +122 | New |
| Wolff Wiese Magana LLC | 90 | $1.40K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 66 | $1.00K | 0.00% | −264−80.0% | Reduced |
| Buck Wealth Strategies, LLC | 52 | $808 | 0.00% | +52 | New |
| Advisor Group Holdings, Inc. | 40 | $621 | 0.00% | −95−70.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $0 | 0.00% | +36 | New |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −322,166−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −258,900−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −25,006−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,437−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −14,258−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9,178−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |