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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Kingdom Financial Group LLC. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1 | $9 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $13 | 0.00% | +1 | New |
| Rachor Investment Advisory Services, LLC | 4 | $52 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 11 | $141 | 0.00% | −22−66.7% | Reduced |
| Wolff Wiese Magana LLC | 90 | $1.15K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 135 | $1.73K | 0.00% | +5+3.8% | Added |
| Advisory Services Network, LLC | 149 | $1.91K | 0.00% | +149 | New |
| Jones Financial Companies LLLP | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 301 | $3.85K | 0.00% | −407−57.5% | Reduced |
| Royal Bank of Canada | 330 | $4.00K | 0.00% | +318+2,650.0% | Added |
| Fifth Third Bancorp | 538 | $6.89K | 0.00% | +538 | New |
| Vanguard Global Advisers, LLC | 3,665 | $46.9K | 0.00% | +3,665 | New |
| BNP Paribas Arbitrage, SA | 3,934 | $50.4K | 0.00% | −3,106−44.1% | Reduced |
| US Bancorp | 4,000 | $51.2K | 0.00% | −2,415−37.6% | Reduced |
| Barclays PLC | 4,105 | $52.5K | 0.00% | +4,105 | New |
| Tower Research Capital LLC (TRC) | 9,178 | $117.5K | 0.00% | +9,178 | New |
| Morgan Stanley | 10,308 | $131.9K | 0.00% | −1,842−15.2% | Reduced |
| Price T Rowe Associates Inc | 12,300 | $158.0K | 0.00% | +1,500+13.9% | Added |
| HSBC Holdings PLC | 13,312 | $167.6K | 0.00% | +13,312 | New |
| VARCOV Co. | 14,258 | $182.5K | 0.07% | +2,304+19.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 14,490 | $185.5K | 0.00% | +2,281+18.7% | Added |
| Axq Capital, LP | 15,437 | $197.6K | 0.03% | +15,437 | New |
| Stifel Financial Corp | 15,740 | $201.5K | 0.00% | +2,583+19.6% | Added |
| Trexquant Investment LP | 15,848 | $202.9K | 0.00% | +15,848 | New |
| Northern Trust Corp | 17,646 | $225.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 21,042 | $269.0K | 0.00% | +21,042 | New |
| Fuller & Thaler Asset Management, Inc. | 22,295 | $285.4K | 0.00% | +300+1.4% | Added |
| Squarepoint Ops LLC | 23,212 | $297.1K | 0.00% | +23,212 | New |
| Daiwa Securities Group Inc. | 24,264 | $310.6K | 0.00% | −2,400−9.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 25,006 | $320.0K | 0.00% | −12,853−33.9% | Reduced |
| Dimensional Fund Advisors LP | 25,299 | $323.8K | 0.00% | +25,299 | New |
| Envestnet Asset Management Inc | 29,053 | $371.9K | 0.00% | +254+0.9% | Added |
| Quent Capital, LLC | 30,000 | $384.0K | 0.03% | +7,000+30.4% | Added |
| JPMorgan Chase & Co | 31,559 | $384.1K | 0.00% | +31,559 | New |
| Goldman Sachs Group Inc | 30,684 | $392.8K | 0.00% | +30,684 | New |
| State Street Corp | 43,112 | $551.8K | 0.00% | +800+1.9% | Added |
| UBS Group AG | 48,269 | $617.8K | 0.00% | −778−1.6% | Reduced |
| Citadel Advisors LLC | 52,799 | $675.8K | 0.00% | +52,799 | New |
| SEI Investments Co | 53,068 | $679.3K | 0.00% | −11,862−18.3% | Reduced |
| Vanguard Fiduciary Trust Co | 53,680 | $687.1K | 0.00% | +53,680 | New |
| D. E. Shaw & Co., Inc. | 78,426 | $1.00M | 0.00% | +45,176+135.9% | Added |
| Jane Street Group, LLC | 82,176 | $1.05M | 0.00% | +82,176 | New |
| Marshall Wace, LLP | 101,875 | $1.30M | 0.00% | +101,875 | New |
| Geode Capital Management, LLC | 108,496 | $1.39M | 0.00% | +4,074+3.9% | Added |
| Wells Fargo & Company | 125,384 | $1.60M | 0.00% | −3,213−2.5% | Reduced |
| BlackRock, Inc. | 159,632 | $2.04M | 0.00% | +1,262+0.8% | Added |
| Gilder Gagnon Howe & Co LLC | 182,700 | $2.34M | 0.03% | −38,624−17.5% | Reduced |
| Federated Hermes, Inc. | 258,900 | $3.31M | 0.01% | −268,400−50.9% | Reduced |
| Massachusetts Financial Services Co | 322,166 | $4.12M | 0.00% | −184,522−36.4% | Reduced |
| First Eagle Investment Management, LLC | 384,774 | $4.93M | 0.01% | +6,000+1.6% | Added |
| Vanguard Capital Management LLC | 396,765 | $5.08M | 0.00% | +396,765 | New |
| Wasatch Advisors Inc | 586,755 | $7.51M | 0.05% | −663,102−53.1% | Reduced |
| Wellington Management Group LLP | 758,796 | $9.71M | 0.00% | −418,177−35.5% | Reduced |
| Beck Mack & Oliver LLC | 850,593 | $10.9M | 0.22% | +34,146+4.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,341,221 | $17.2M | 0.05% | −127,782−8.7% | Reduced |
| Conifer Management, L.L.C. | 1,433,350 | $18.3M | 3.50% | 00.0% | Unchanged |
| 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 |