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, Q2 2025
Institutional positions in Smith Douglas Homes Corp. as of Jun 30, 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
- 0 vs. Q1 2025
- Shares held
- 9.34M
- −259.8K (−2.7%) vs. Q1 2025
- Total value
- $181.5M
- −$6.01M (−3.2%) vs. Q1 2025
- New holders
- 11
- 15 more added
- Sold out
- 11
- 19 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MJT & Associates Financial Advisory Group, Inc. | 15 | $292 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $505 | 0.00% | +26 | New |
| Northwestern Mutual Wealth Management Co | 27 | $524 | 0.00% | +27 | New |
| CWM, LLC | 33 | $1.00K | 0.00% | −20−37.7% | Reduced |
| Wolff Wiese Magana LLC | 70 | $1.36K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 75 | $1.46K | 0.00% | +75 | New |
| Advisor Group Holdings, Inc. | 130 | $2.52K | 0.00% | +30+30.0% | Added |
| FMR LLC | 216 | $4.19K | 0.00% | +138+176.9% | Added |
| Fortitude Family Office, LLC | 229 | $4.45K | 0.00% | +229 | New |
| First Horizon Advisors, Inc. | 405 | $7.87K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 430 | $8.35K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 540 | $10.5K | 0.01% | +218+67.7% | Added |
| Bank of America Corp | 1,529 | $29.7K | 0.00% | −14,915−90.7% | Reduced |
| Raymond James Financial Inc | 1,743 | $33.8K | 0.00% | +1,743 | New |
| Royal Bank of Canada | 2,200 | $43.0K | 0.00% | +1,607+271.0% | Added |
| Tower Research Capital LLC (TRC) | 4,627 | $89.9K | 0.00% | +4,627 | New |
| US Bancorp | 6,413 | $124.5K | 0.00% | −32−0.5% | Reduced |
| Morgan Stanley | 8,745 | $169.8K | 0.00% | −12,794−59.4% | Reduced |
| M&T Bank Corp | 11,001 | $213.2K | 0.00% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 11,892 | $230.9K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 13,184 | $256.0K | 0.00% | +593+4.7% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,030 | $272.5K | 0.00% | +14,030 | New |
| Susquehanna Fundamental Investments, LLC | 14,389 | $279.4K | 0.01% | −10,077−41.2% | Reduced |
| Stifel Financial Corp | 16,755 | $325.4K | 0.00% | −3,166−15.9% | Reduced |
| Northern Trust Corp | 17,739 | $344.5K | 0.00% | +47+0.3% | Added |
| Peregrine Capital Management LLC | 20,288 | $394.0K | 0.01% | −8,902−30.5% | Reduced |
| Corton Capital Inc. | 20,752 | $403.0K | 0.47% | +6,036+41.0% | Added |
| Neuberger Berman Group LLC | 21,925 | $425.8K | 0.00% | −1,412−6.1% | Reduced |
| Millennium Management LLC | 22,292 | $432.9K | 0.00% | −27,014−54.8% | Reduced |
| Daiwa Securities Group Inc. | 24,287 | $472.0K | 0.00% | −2,000−7.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 26,226 | $509.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 29,025 | $563.7K | 0.00% | +1,583+5.8% | Added |
| D. E. Shaw & Co., Inc. | 29,768 | $578.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 31,627 | $614.2K | 0.00% | +8,599+37.3% | Added |
| Marshall Wace, LLP | 33,179 | $644.3K | 0.00% | +33,179 | New |
| Covey Capital Advisors, LLC | 36,300 | $704.9K | 0.76% | +36,300 | New |
| State Street Corp | 41,212 | $800.3K | 0.00% | +2,900+7.6% | Added |
| Ghisallo Capital Management LLC | 50,000 | $971.0K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 51,161 | $993.5K | 0.00% | −7,932−13.4% | Reduced |
| SEI Investments Co | 55,040 | $1.07M | 0.00% | −16,209−22.7% | Reduced |
| Geode Capital Management, LLC | 101,896 | $1.98M | 0.00% | +8,201+8.8% | Added |
| BlackRock, Inc. | 132,067 | $2.56M | 0.00% | +6,172+4.9% | Added |
| Wells Fargo & Company | 135,901 | $2.64M | 0.00% | −1,087−0.8% | Reduced |
| Thornburg Investment Management Inc | 224,457 | $4.36M | 0.06% | −19,756−8.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 229,808 | $4.46M | 0.05% | −211,068−47.9% | Reduced |
| First Eagle Investment Management, LLC | 240,382 | $4.67M | 0.01% | +4,000+1.7% | Added |
| Vanguard Group Inc | 447,109 | $8.68M | 0.00% | −5,788−1.3% | Reduced |
| Conifer Management, L.L.C. | 500,000 | $9.71M | 1.26% | +500,000 | New |
| Federated Hermes, Inc. | 527,300 | $10.2M | 0.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 543,664 | $10.6M | 0.00% | +57,155+11.7% | Added |
| 12 West Capital Management LP | 732,351 | $14.2M | 1.50% | +732,351 | New |
| Beck Mack & Oliver LLC | 835,685 | $16.2M | 0.31% | −5,290−0.6% | Reduced |
| Wellington Management Group LLP | 1,190,529 | $23.1M | 0.00% | −20,745−1.7% | Reduced |
| Wasatch Advisors Inc | 1,279,357 | $24.8M | 0.13% | +53,358+4.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,603,636 | $31.1M | 0.07% | −193,455−10.8% | Reduced |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −798,263−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −185,119−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −39,213−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,300−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −33,562−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,009−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,420−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |