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, Q4 2025
Institutional positions in Smith Douglas Homes Corp. as of Dec 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
- 46
- −6 vs. Q3 2025
- Shares held
- 9.07M
- +202.0K (+2.3%) vs. Q3 2025
- Total value
- $152.1M
- −$4.50M (−2.9%) vs. Q3 2025
- New holders
- 11
- 22 more added
- Sold out
- 17
- 7 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 1 | $12 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $34 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 4 | $67 | 0.00% | +4 | New |
| Rachor Investment Advisory Services, LLC | 4 | $68 | 0.00% | +4 | New |
| Optima Capital LLC | 28 | $470 | 0.00% | +28 | New |
| CWM, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 90 | $1.51K | 0.00% | +20+28.6% | Added |
| Advisor Group Holdings, Inc. | 130 | $2.18K | 0.00% | −38−22.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 151 | $2.53K | 0.00% | +151 | New |
| Jones Financial Companies LLLP | 250 | $4.19K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 415 | $6.96K | 0.00% | +415 | New |
| Quest Partners LLC | 631 | $10.6K | 0.00% | −10,395−94.3% | Reduced |
| FMR LLC | 708 | $11.9K | 0.00% | +225+46.6% | Added |
| Bank of America Corp | 2,809 | $47.1K | 0.00% | +1,194+73.9% | Added |
| US Bancorp | 6,415 | $107.6K | 0.00% | +627+10.8% | Added |
| BNP Paribas Arbitrage, SA | 7,040 | $118.1K | 0.00% | +7,040 | New |
| Price T Rowe Associates Inc | 10,800 | $182.0K | 0.00% | +10,800 | New |
| VARCOV Co. | 11,954 | $200.5K | 0.08% | +11,954 | New |
| Morgan Stanley | 12,150 | $203.8K | 0.00% | +2,083+20.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 12,209 | $204.7K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,157 | $220.6K | 0.00% | −1,297−9.0% | Reduced |
| Northern Trust Corp | 17,646 | $295.9K | 0.00% | −93−0.5% | Reduced |
| Victory Capital Management Inc | 21,777 | $365.2K | 0.00% | +2,210+11.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 21,995 | $368.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 23,000 | $385.7K | 0.03% | +23,000 | New |
| Daiwa Securities Group Inc. | 26,664 | $447.0K | 0.00% | +4,377+19.6% | Added |
| Envestnet Asset Management Inc | 28,799 | $483.0K | 0.00% | −11,564−28.7% | Reduced |
| D. E. Shaw & Co., Inc. | 33,250 | $557.6K | 0.00% | +3,482+11.7% | Added |
| Teachers Retirement System of the State of Kentucky | 37,859 | $635.0K | 0.00% | +4,608+13.9% | Added |
| State Street Corp | 42,312 | $709.6K | 0.00% | +1,100+2.7% | Added |
| UBS Group AG | 49,047 | $822.5K | 0.00% | +22,915+87.7% | Added |
| SEI Investments Co | 64,930 | $1.09M | 0.00% | +9,890+18.0% | Added |
| Geode Capital Management, LLC | 104,422 | $1.75M | 0.00% | +1,406+1.4% | Added |
| Wells Fargo & Company | 128,597 | $2.16M | 0.00% | +6,191+5.1% | Added |
| BlackRock, Inc. | 158,370 | $2.66M | 0.00% | +4,608+3.0% | Added |
| Gilder Gagnon Howe & Co LLC | 221,324 | $3.71M | 0.04% | −6,456−2.8% | Reduced |
| First Eagle Investment Management, LLC | 378,774 | $6.35M | 0.01% | +47,100+14.2% | Added |
| Vanguard Group Inc | 452,631 | $7.59M | 0.00% | +1,638+0.4% | Added |
| Massachusetts Financial Services Co | 506,688 | $8.50M | 0.00% | −18,209−3.5% | Reduced |
| Federated Hermes, Inc. | 527,300 | $8.84M | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 816,447 | $13.7M | 0.25% | +3,605+0.4% | Added |
| Wellington Management Group LLP | 1,176,973 | $19.7M | 0.00% | +24,996+2.2% | Added |
| Wasatch Advisors Inc | 1,249,857 | $21.0M | 0.12% | +72,525+6.2% | Added |
| Conifer Management, L.L.C. | 1,433,350 | $24.0M | 3.98% | +581,794+68.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,469,003 | $24.6M | 0.07% | +216,922+17.3% | Added |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −535,140−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −81,680−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −27,229−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,023−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −20,288−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −17,849−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,110−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,968−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,177−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −12,111−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,644−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −229−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −152−100.0% | Sold out |