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, Q2 2026
Institutional positions in Smith Douglas Homes Corp. as of Jun 30, 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
- 62
- +5 vs. Q1 2026
- Shares held
- 7.03M
- −810.9K (−10.3%) vs. Q1 2026
- Total value
- $109.2M
- +$8.87M (+8.8%) vs. Q1 2026
- New holders
- 15
- 21 more added
- Sold out
- 10
- 19 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Smith Douglas Homes Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 36 | $0 | 0.00% | +36 | New |
| Kingdom Financial Group LLC. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 40 | $621 | 0.00% | −95−70.4% | Reduced |
| Buck Wealth Strategies, LLC | 52 | $808 | 0.00% | +52 | New |
| Royal Bank of Canada | 66 | $1.00K | 0.00% | −264−80.0% | Reduced |
| Wolff Wiese Magana LLC | 90 | $1.40K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 122 | $1.90K | 0.00% | +122 | New |
| Rockefeller Capital Management L.P. | 140 | $2.18K | 0.00% | +140 | New |
| Persistent Asset Partners Ltd | 266 | $4.13K | 0.00% | +266 | New |
| Jones Financial Companies LLLP | 408 | $5.96K | 0.00% | +158+63.2% | Added |
| FMR LLC | 413 | $6.42K | 0.00% | +112+37.2% | Added |
| Fifth Third Bancorp | 538 | $8.36K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,634 | $56.5K | 0.00% | −300−7.6% | Reduced |
| Vanguard Global Advisers, LLC | 3,665 | $57.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,585 | $86.8K | 0.00% | +1,585+39.6% | Added |
| Barclays PLC | 7,713 | $119.9K | 0.00% | +3,608+87.9% | Added |
| Charles Schwab Investment Management Inc | 10,061 | $156.3K | 0.00% | +10,061 | New |
| HRT Financial LP | 10,252 | $159.0K | 0.00% | −10,790−51.3% | Reduced |
| Stifel Financial Corp | 10,485 | $162.9K | 0.00% | −5,255−33.4% | Reduced |
| Graham Capital Management, L.P. | 12,072 | $187.6K | 0.01% | +12,072 | New |
| Price T Rowe Associates Inc | 12,300 | $192.0K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 13,978 | $217.2K | 0.11% | +13,978 | New |
| Occudo Quantitative Strategies LP | 15,091 | $234.5K | 0.01% | +15,091 | New |
| Millennium Management LLC | 16,650 | $258.7K | 0.00% | +16,650 | New |
| Susquehanna Portfolio Strategies, LLC | 17,488 | $271.8K | 0.00% | +17,488 | New |
| Gsa Capital Partners LLP | 18,100 | $281.0K | 0.02% | +18,100 | New |
| Daiwa Securities Group Inc. | 18,475 | $287.1K | 0.00% | −5,789−23.9% | Reduced |
| Northern Trust Corp | 18,668 | $290.1K | 0.00% | +1,022+5.8% | Added |
| Tudor Investment Corp Et Al | 21,303 | $331.0K | 0.00% | +21,303 | New |
| Fuller & Thaler Asset Management, Inc. | 22,110 | $343.6K | 0.00% | −185−0.8% | Reduced |
| Envestnet Asset Management Inc | 22,576 | $350.8K | 0.00% | −6,477−22.3% | Reduced |
| Citadel Advisors LLC | 25,414 | $394.9K | 0.00% | −27,385−51.9% | Reduced |
| XTX Topco Ltd | 25,924 | $402.9K | 0.01% | +25,924 | New |
| SEI Investments Co | 26,421 | $410.6K | 0.00% | −26,647−50.2% | Reduced |
| HSBC Holdings PLC | 27,709 | $420.9K | 0.00% | +14,397+108.2% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 27,275 | $423.9K | 0.01% | +12,785+88.2% | Added |
| Squarepoint Ops LLC | 31,818 | $494.5K | 0.00% | +8,606+37.1% | Added |
| Verition Fund Management LLC | 32,000 | $497.3K | 0.00% | +32,000 | New |
| Morgan Stanley | 32,795 | $509.6K | 0.00% | +22,487+218.2% | Added |
| Dimensional Fund Advisors LP | 43,263 | $672.3K | 0.00% | +17,964+71.0% | Added |
| Quent Capital, LLC | 45,000 | $699.3K | 0.04% | +15,000+50.0% | Added |
| State Street Corp | 46,176 | $717.6K | 0.00% | +3,064+7.1% | Added |
| Goldman Sachs Group Inc | 46,618 | $724.4K | 0.00% | +15,934+51.9% | Added |
| UBS Group AG | 47,622 | $740.0K | 0.00% | −647−1.3% | Reduced |
| JPMorgan Chase & Co | 51,376 | $770.1K | 0.00% | +19,817+62.8% | Added |
| Vanguard Fiduciary Trust Co | 54,044 | $839.8K | 0.00% | +364+0.7% | Added |
| Trexquant Investment LP | 56,477 | $877.7K | 0.01% | +40,629+256.4% | Added |
| Jane Street Group, LLC | 84,735 | $1.32M | 0.00% | +2,559+3.1% | Added |
| Geode Capital Management, LLC | 103,146 | $1.60M | 0.00% | −5,350−4.9% | Reduced |
| Wells Fargo & Company | 117,508 | $1.83M | 0.00% | −7,876−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 142,986 | $2.22M | 0.00% | +64,560+82.3% | Added |
| Gilder Gagnon Howe & Co LLC | 161,307 | $2.51M | 0.03% | −21,393−11.7% | Reduced |
| Marshall Wace, LLP | 163,864 | $2.55M | 0.00% | +61,989+60.8% | Added |
| BlackRock, Inc. | 208,862 | $3.25M | 0.00% | +49,230+30.8% | Added |
| Vanguard Capital Management LLC | 364,949 | $5.67M | 0.00% | −31,816−8.0% | Reduced |
| First Eagle Investment Management, LLC | 404,274 | $6.28M | 0.01% | +19,500+5.1% | Added |
| Wasatch Advisors Inc | 531,223 | $8.26M | 0.05% | −55,532−9.5% | Reduced |
| Wellington Management Group LLP | 622,625 | $9.68M | 0.00% | −136,171−17.9% | Reduced |
| Beck Mack & Oliver LLC | 835,065 | $13.0M | 0.25% | −15,528−1.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 974,282 | $15.1M | 0.05% | −366,939−27.4% | Reduced |
| Conifer Management, L.L.C. | 1,433,350 | $22.3M | 3.67% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −322,166−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −258,900−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −25,006−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −15,437−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −14,258−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −9,178−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |