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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 12 | $0 | 0.00% | −2,188−99.5% | Reduced |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 70 | $1.24K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 152 | $2.68K | 0.00% | +152 | New |
| Advisor Group Holdings, Inc. | 168 | $3.23K | 0.00% | +38+29.2% | Added |
| Fortitude Family Office, LLC | 229 | $4.04K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 247 | $4.36K | 0.00% | +247 | New |
| Jones Financial Companies LLLP | 250 | $4.57K | 0.00% | +175+233.3% | Added |
| Comerica Bank | 430 | $7.59K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 483 | $8.52K | 0.00% | +267+123.6% | Added |
| Tower Research Capital LLC (TRC) | 550 | $9.71K | 0.00% | −4,077−88.1% | Reduced |
| Bank of America Corp | 1,615 | $28.5K | 0.00% | +86+5.6% | Added |
| US Bancorp | 5,788 | $102.2K | 0.00% | −625−9.7% | Reduced |
| Morgan Stanley | 10,067 | $177.8K | 0.00% | +1,322+15.1% | Added |
| Gsa Capital Partners LLP | 10,644 | $188.0K | 0.02% | +10,644 | New |
| Quest Partners LLC | 11,026 | $194.7K | 0.01% | +11,026 | New |
| Inspire Advisors, LLC | 12,111 | $213.9K | 0.02% | +12,111 | New |
| XTX Topco Ltd | 12,177 | $215.0K | 0.01% | +12,177 | New |
| Ruane, Cunniff & Goldfarb L.P. | 12,209 | $215.6K | 0.00% | +12,209 | New |
| Bank of New York Mellon Corp | 12,968 | $229.0K | 0.00% | −216−1.6% | Reduced |
| Neuberger Berman Group LLC | 13,110 | $231.5K | 0.00% | −8,815−40.2% | Reduced |
| Stifel Financial Corp | 14,454 | $255.3K | 0.00% | −2,301−13.7% | Reduced |
| Northern Trust Corp | 17,739 | $313.3K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 17,849 | $315.2K | 0.00% | +17,849 | New |
| Victory Capital Management Inc | 19,567 | $345.6K | 0.00% | +19,567 | New |
| Peregrine Capital Management LLC | 20,288 | $358.3K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 21,995 | $388.4K | 0.00% | +7,965+56.8% | Added |
| Millennium Management LLC | 22,023 | $388.9K | 0.00% | −269−1.2% | Reduced |
| Daiwa Securities Group Inc. | 22,287 | $394.0K | 0.00% | −2,000−8.2% | Reduced |
| UBS Group AG | 26,132 | $461.5K | 0.00% | −5,495−17.4% | Reduced |
| Marshall Wace, LLP | 27,229 | $480.9K | 0.00% | −5,950−17.9% | Reduced |
| D. E. Shaw & Co., Inc. | 29,768 | $525.7K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 33,251 | $587.0K | 0.00% | +7,025+26.8% | Added |
| Envestnet Asset Management Inc | 40,363 | $712.8K | 0.00% | −10,798−21.1% | Reduced |
| State Street Corp | 41,212 | $727.8K | 0.00% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 50,000 | $883.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 55,040 | $972.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 81,680 | $1.44M | 0.00% | +81,680 | New |
| Geode Capital Management, LLC | 103,016 | $1.82M | 0.00% | +1,120+1.1% | Added |
| Wells Fargo & Company | 122,406 | $2.16M | 0.00% | −13,495−9.9% | Reduced |
| BlackRock, Inc. | 153,762 | $2.72M | 0.00% | +21,695+16.4% | Added |
| Gilder Gagnon Howe & Co LLC | 227,780 | $4.02M | 0.04% | −2,028−0.9% | Reduced |
| First Eagle Investment Management, LLC | 331,674 | $5.86M | 0.01% | +91,292+38.0% | Added |
| Vanguard Group Inc | 450,993 | $7.96M | 0.00% | +3,884+0.9% | Added |
| Massachusetts Financial Services Co | 524,897 | $9.27M | 0.00% | −18,767−3.5% | Reduced |
| Federated Hermes, Inc. | 527,300 | $9.31M | 0.02% | 00.0% | Unchanged |
| 12 West Capital Management LP | 535,140 | $9.45M | 0.98% | −197,211−26.9% | Reduced |
| Beck Mack & Oliver LLC | 812,842 | $14.4M | 0.26% | −22,843−2.7% | Reduced |
| Conifer Management, L.L.C. | 851,556 | $15.0M | 2.38% | +351,556+70.3% | Added |
| Wellington Management Group LLP | 1,151,977 | $20.3M | 0.00% | −38,552−3.2% | Reduced |
| Wasatch Advisors Inc | 1,177,332 | $20.8M | 0.11% | −102,025−8.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,252,081 | $22.1M | 0.05% | −351,555−21.9% | 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 |