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 $109.2M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Smith Douglas Homes Corp. as of Mar 31, 2025. 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
- 55
- −14 vs. Q4 2024
- Shares held
- 9.60M
- +118.2K (+1.2%) vs. Q4 2024
- Total value
- $187.5M
- −$55.7M (−22.9%) vs. Q4 2024
- New holders
- 7
- 19 more added
- Sold out
- 21
- 20 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | $109.2M |
| Q1 2026 | 58 | $100.3M |
| Q4 2025 | 46 | $152.1M |
| Q3 2025 | 52 | $156.6M |
| Q2 2025 | 55 | $181.5M |
| Q1 2025 | 55 | $187.5M |
| Q4 2024 | 70 | $243.2M |
| Q3 2024 | 74 | $364.0M |
| Q2 2024 | 62 | $229.4M |
| Q1 2024 | 71 | $282.0M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MJT & Associates Financial Advisory Group, Inc. | 15 | $293 | 0.00% | +15 | New |
| Skopos Labs, Inc. | 51 | $996 | 0.00% | +51 | New |
| CWM, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.37K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 78 | $1.52K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 100 | $1.95K | 0.00% | +100 | New |
| Caitong International Asset Management Co., Ltd | 322 | $6.29K | 0.00% | +319+10,633.3% | Added |
| First Horizon Advisors, Inc. | 405 | $7.91K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 430 | $8.39K | 0.00% | +430 | New |
| Royal Bank of Canada | 593 | $12.0K | 0.00% | −6,761−91.9% | Reduced |
| US Bancorp | 6,445 | $125.8K | 0.00% | −3,268−33.6% | Reduced |
| M&T Bank Corp | 11,001 | $215.2K | 0.00% | +848+8.4% | Added |
| Azzad Asset Management Inc | 11,892 | $232.1K | 0.03% | +270+2.3% | Added |
| Bank of New York Mellon Corp | 12,591 | $245.8K | 0.00% | −200−1.6% | Reduced |
| PDT Partners, LLC | 13,988 | $273.0K | 0.02% | +1,349+10.7% | Added |
| Victory Capital Management Inc | 14,395 | $281.0K | 0.00% | +6,406+80.2% | Added |
| Corton Capital Inc. | 14,716 | $287.3K | 0.95% | −10,513−41.7% | Reduced |
| Cohen & Steers, Inc. | 15,000 | $293.0K | 0.00% | +15,000 | New |
| Trexquant Investment LP | 16,420 | $320.5K | 0.00% | +7,916+93.1% | Added |
| Bank of America Corp | 16,444 | $321.0K | 0.00% | −2,323−12.4% | Reduced |
| Northern Trust Corp | 17,692 | $345.3K | 0.00% | −62−0.3% | Reduced |
| Stifel Financial Corp | 19,921 | $388.9K | 0.00% | −4,714−19.1% | Reduced |
| Balyasny Asset Management LLC | 20,009 | $390.6K | 0.00% | +20,009 | New |
| Morgan Stanley | 21,539 | $420.4K | 0.00% | +9,207+74.7% | Added |
| UBS Group AG | 23,028 | $449.5K | 0.00% | +10,483+83.6% | Added |
| Neuberger Berman Group LLC | 23,337 | $455.5K | 0.00% | +868+3.9% | Added |
| Susquehanna Fundamental Investments, LLC | 24,466 | $477.6K | 0.01% | +24,466 | New |
| Teachers Retirement System of the State of Kentucky | 26,226 | $512.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 26,287 | $513.0K | 0.00% | −1,200−4.4% | Reduced |
| First Trust Advisors LP | 27,442 | $535.7K | 0.00% | −476−1.7% | Reduced |
| Peregrine Capital Management LLC | 29,190 | $569.8K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 29,768 | $581.1K | 0.00% | −15,956−34.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 33,562 | $655.1K | 0.10% | −6,782−16.8% | Reduced |
| Renaissance Technologies LLC | 35,300 | $689.1K | 0.00% | −63,900−64.4% | Reduced |
| State Street Corp | 38,312 | $747.9K | 0.00% | +3,500+10.1% | Added |
| TownSquare Capital, LLC | 39,213 | $765.4K | 0.01% | −4,859−11.0% | Reduced |
| Millennium Management LLC | 49,306 | $962.5K | 0.00% | −7,153−12.7% | Reduced |
| Ghisallo Capital Management LLC | 50,000 | $976.0K | 0.08% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 59,093 | $1.15M | 0.00% | −2,835−4.6% | Reduced |
| SEI Investments Co | 71,249 | $1.39M | 0.00% | +5,001+7.5% | Added |
| Geode Capital Management, LLC | 93,695 | $1.83M | 0.00% | +3,657+4.1% | Added |
| BlackRock, Inc. | 125,895 | $2.46M | 0.00% | −193−0.2% | Reduced |
| Wells Fargo & Company | 136,988 | $2.67M | 0.00% | +2,635+2.0% | Added |
| New York State Common Retirement Fund | 185,119 | $3.61M | 0.01% | +1,744+1.0% | Added |
| First Eagle Investment Management, LLC | 236,382 | $4.61M | 0.01% | +87,500+58.8% | Added |
| Thornburg Investment Management Inc | 244,213 | $4.77M | 0.07% | −14,616−5.6% | Reduced |
| Gilder Gagnon Howe & Co LLC | 440,876 | $8.61M | 0.11% | −54,954−11.1% | Reduced |
| Vanguard Group Inc | 452,897 | $8.84M | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 486,509 | $9.50M | 0.00% | +50,713+11.6% | Added |
| Federated Hermes, Inc. | 527,300 | $10.3M | 0.02% | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 798,263 | $15.6M | 0.03% | −14,819−1.8% | Reduced |
| Beck Mack & Oliver LLC | 840,975 | $16.4M | 0.33% | +141,545+20.2% | Added |
| Wellington Management Group LLP | 1,211,274 | $23.6M | 0.00% | +298,227+32.7% | Added |
| Wasatch Advisors Inc | 1,225,999 | $23.9M | 0.13% | +69,980+6.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,797,091 | $35.1M | 0.09% | −5,974−0.3% | Reduced |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −162,622−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −44,383−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −43,057−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −27,550−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −23,837−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −17,804−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −8,989−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −5,662−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |