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, Q3 2025
Institutional positions in Smith Douglas Homes Corp. as of Sep 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
- 52
- −1 vs. Q2 2025
- Shares held
- 8.87M
- −439.0K (−4.7%) vs. Q2 2025
- Total value
- $156.6M
- −$24.1M (−13.4%) vs. Q2 2025
- New holders
- 10
- 12 more added
- Sold out
- 11
- 19 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1,252,081 | $22.1M | 0.05% | −351,555−21.9% | Reduced |
| Wasatch Advisors Inc | 1,177,332 | $20.8M | 0.11% | −102,025−8.0% | Reduced |
| Wellington Management Group LLP | 1,151,977 | $20.3M | 0.00% | −38,552−3.2% | Reduced |
| Conifer Management, L.L.C. | 851,556 | $15.0M | 2.38% | +351,556+70.3% | Added |
| Beck Mack & Oliver LLC | 812,842 | $14.4M | 0.26% | −22,843−2.7% | Reduced |
| 12 West Capital Management LP | 535,140 | $9.45M | 0.98% | −197,211−26.9% | Reduced |
| Federated Hermes, Inc. | 527,300 | $9.31M | 0.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 524,897 | $9.27M | 0.00% | −18,767−3.5% | Reduced |
| Vanguard Group Inc | 450,993 | $7.96M | 0.00% | +3,884+0.9% | Added |
| First Eagle Investment Management, LLC | 331,674 | $5.86M | 0.01% | +91,292+38.0% | Added |
| Gilder Gagnon Howe & Co LLC | 227,780 | $4.02M | 0.04% | −2,028−0.9% | Reduced |
| BlackRock, Inc. | 153,762 | $2.72M | 0.00% | +21,695+16.4% | Added |
| Wells Fargo & Company | 122,406 | $2.16M | 0.00% | −13,495−9.9% | Reduced |
| Geode Capital Management, LLC | 103,016 | $1.82M | 0.00% | +1,120+1.1% | Added |
| Goldman Sachs Group Inc | 81,680 | $1.44M | 0.00% | +81,680 | New |
| SEI Investments Co | 55,040 | $972.0K | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 50,000 | $883.0K | 0.03% | 00.0% | Unchanged |
| State Street Corp | 41,212 | $727.8K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,363 | $712.8K | 0.00% | −10,798−21.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,251 | $587.0K | 0.00% | +7,025+26.8% | Added |
| D. E. Shaw & Co., Inc. | 29,768 | $525.7K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 27,229 | $480.9K | 0.00% | −5,950−17.9% | Reduced |
| UBS Group AG | 26,132 | $461.5K | 0.00% | −5,495−17.4% | Reduced |
| Daiwa Securities Group Inc. | 22,287 | $394.0K | 0.00% | −2,000−8.2% | Reduced |
| Millennium Management LLC | 22,023 | $388.9K | 0.00% | −269−1.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 21,995 | $388.4K | 0.00% | +7,965+56.8% | Added |
| Peregrine Capital Management LLC | 20,288 | $358.3K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 19,567 | $345.6K | 0.00% | +19,567 | New |
| Trexquant Investment LP | 17,849 | $315.2K | 0.00% | +17,849 | New |
| Northern Trust Corp | 17,739 | $313.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,454 | $255.3K | 0.00% | −2,301−13.7% | Reduced |
| Neuberger Berman Group LLC | 13,110 | $231.5K | 0.00% | −8,815−40.2% | Reduced |
| Bank of New York Mellon Corp | 12,968 | $229.0K | 0.00% | −216−1.6% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 12,209 | $215.6K | 0.00% | +12,209 | New |
| XTX Topco Ltd | 12,177 | $215.0K | 0.01% | +12,177 | New |
| Inspire Advisors, LLC | 12,111 | $213.9K | 0.02% | +12,111 | New |
| Quest Partners LLC | 11,026 | $194.7K | 0.01% | +11,026 | New |
| Gsa Capital Partners LLP | 10,644 | $188.0K | 0.02% | +10,644 | New |
| Morgan Stanley | 10,067 | $177.8K | 0.00% | +1,322+15.1% | Added |
| US Bancorp | 5,788 | $102.2K | 0.00% | −625−9.7% | Reduced |
| Bank of America Corp | 1,615 | $28.5K | 0.00% | +86+5.6% | Added |
| Tower Research Capital LLC (TRC) | 550 | $9.71K | 0.00% | −4,077−88.1% | Reduced |
| FMR LLC | 483 | $8.52K | 0.00% | +267+123.6% | Added |
| Comerica Bank | 430 | $7.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 250 | $4.57K | 0.00% | +175+233.3% | Added |
| Advisory Services Network, LLC | 247 | $4.36K | 0.00% | +247 | New |
| Fortitude Family Office, LLC | 229 | $4.04K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 168 | $3.23K | 0.00% | +38+29.2% | Added |
| Fifth Third Bancorp | 152 | $2.68K | 0.00% | +152 | New |
| Wolff Wiese Magana LLC | 70 | $1.24K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12 | $0 | 0.00% | −2,188−99.5% | Reduced |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −224,457−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −29,025−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −20,752−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −14,389−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −11,892−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,001−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1,743−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| MJT & Associates Financial Advisory Group, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Covey Capital Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |