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 2026
Institutional positions in Smith Douglas Homes Corp. as of Mar 31, 2026. 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
- 58
- +13 vs. Q4 2025
- Shares held
- 7.84M
- −776.0K (−9.0%) vs. Q4 2025
- Total value
- $100.3M
- −$44.2M (−30.6%) vs. Q4 2025
- New holders
- 21
- 15 more added
- Sold out
- 8
- 16 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Conifer Management, L.L.C. | 1,433,350 | $18.3M | 3.50% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,341,221 | $17.2M | 0.05% | −127,782−8.7% | Reduced |
| Beck Mack & Oliver LLC | 850,593 | $10.9M | 0.22% | +34,146+4.2% | Added |
| Wellington Management Group LLP | 758,796 | $9.71M | 0.00% | −418,177−35.5% | Reduced |
| Wasatch Advisors Inc | 586,755 | $7.51M | 0.05% | −663,102−53.1% | Reduced |
| Vanguard Capital Management LLC | 396,765 | $5.08M | 0.00% | +396,765 | New |
| First Eagle Investment Management, LLC | 384,774 | $4.93M | 0.01% | +6,000+1.6% | Added |
| Massachusetts Financial Services Co | 322,166 | $4.12M | 0.00% | −184,522−36.4% | Reduced |
| Federated Hermes, Inc. | 258,900 | $3.31M | 0.01% | −268,400−50.9% | Reduced |
| Gilder Gagnon Howe & Co LLC | 182,700 | $2.34M | 0.03% | −38,624−17.5% | Reduced |
| BlackRock, Inc. | 159,632 | $2.04M | 0.00% | +1,262+0.8% | Added |
| Wells Fargo & Company | 125,384 | $1.60M | 0.00% | −3,213−2.5% | Reduced |
| Geode Capital Management, LLC | 108,496 | $1.39M | 0.00% | +4,074+3.9% | Added |
| Marshall Wace, LLP | 101,875 | $1.30M | 0.00% | +101,875 | New |
| Jane Street Group, LLC | 82,176 | $1.05M | 0.00% | +82,176 | New |
| D. E. Shaw & Co., Inc. | 78,426 | $1.00M | 0.00% | +45,176+135.9% | Added |
| Vanguard Fiduciary Trust Co | 53,680 | $687.1K | 0.00% | +53,680 | New |
| SEI Investments Co | 53,068 | $679.3K | 0.00% | −11,862−18.3% | Reduced |
| Citadel Advisors LLC | 52,799 | $675.8K | 0.00% | +52,799 | New |
| UBS Group AG | 48,269 | $617.8K | 0.00% | −778−1.6% | Reduced |
| State Street Corp | 43,112 | $551.8K | 0.00% | +800+1.9% | Added |
| Goldman Sachs Group Inc | 30,684 | $392.8K | 0.00% | +30,684 | New |
| JPMorgan Chase & Co | 31,559 | $384.1K | 0.00% | +31,559 | New |
| Quent Capital, LLC | 30,000 | $384.0K | 0.03% | +7,000+30.4% | Added |
| Envestnet Asset Management Inc | 29,053 | $371.9K | 0.00% | +254+0.9% | Added |
| Dimensional Fund Advisors LP | 25,299 | $323.8K | 0.00% | +25,299 | New |
| Teachers Retirement System of the State of Kentucky | 25,006 | $320.0K | 0.00% | −12,853−33.9% | Reduced |
| Daiwa Securities Group Inc. | 24,264 | $310.6K | 0.00% | −2,400−9.0% | Reduced |
| Squarepoint Ops LLC | 23,212 | $297.1K | 0.00% | +23,212 | New |
| Fuller & Thaler Asset Management, Inc. | 22,295 | $285.4K | 0.00% | +300+1.4% | Added |
| HRT Financial LP | 21,042 | $269.0K | 0.00% | +21,042 | New |
| Northern Trust Corp | 17,646 | $225.9K | 0.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 15,848 | $202.9K | 0.00% | +15,848 | New |
| Stifel Financial Corp | 15,740 | $201.5K | 0.00% | +2,583+19.6% | Added |
| Axq Capital, LP | 15,437 | $197.6K | 0.03% | +15,437 | New |
| Ruane, Cunniff & Goldfarb L.P. | 14,490 | $185.5K | 0.00% | +2,281+18.7% | Added |
| VARCOV Co. | 14,258 | $182.5K | 0.07% | +2,304+19.3% | Added |
| HSBC Holdings PLC | 13,312 | $167.6K | 0.00% | +13,312 | New |
| Price T Rowe Associates Inc | 12,300 | $158.0K | 0.00% | +1,500+13.9% | Added |
| Morgan Stanley | 10,308 | $131.9K | 0.00% | −1,842−15.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,178 | $117.5K | 0.00% | +9,178 | New |
| Barclays PLC | 4,105 | $52.5K | 0.00% | +4,105 | New |
| US Bancorp | 4,000 | $51.2K | 0.00% | −2,415−37.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,934 | $50.4K | 0.00% | −3,106−44.1% | Reduced |
| Vanguard Global Advisers, LLC | 3,665 | $46.9K | 0.00% | +3,665 | New |
| Fifth Third Bancorp | 538 | $6.89K | 0.00% | +538 | New |
| Royal Bank of Canada | 330 | $4.00K | 0.00% | +318+2,650.0% | Added |
| FMR LLC | 301 | $3.85K | 0.00% | −407−57.5% | Reduced |
| Jones Financial Companies LLLP | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 149 | $1.91K | 0.00% | +149 | New |
| Advisor Group Holdings, Inc. | 135 | $1.73K | 0.00% | +5+3.8% | Added |
| Wolff Wiese Magana LLC | 90 | $1.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 11 | $141 | 0.00% | −22−66.7% | Reduced |
| Rachor Investment Advisory Services, LLC | 4 | $52 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $13 | 0.00% | +1 | New |
| Kingdom Financial Group LLC. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $9 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −21,777−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −2,809−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Optima Capital LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |