Smith Douglas Homes Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CONIFER MANAGEMENT, L.L.C. | 05/15/2026 | 1.43 M | $18.35 M | 0.00% | 15.93% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 05/14/2026 | 1.34 M | $17.17 M | -8.70% | 14.90% |
| BECK MACK & OLIVER LLC | 05/12/2026 | 850.59 K | $10.89 M | 4.18% | 9.45% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 758.80 K | $9.71 M | -35.53% | 8.43% |
| WASATCH ADVISORS LP | 04/21/2026 | 586.76 K | $7.51 M | -53.05% | 6.52% |
| 05/15/2026 | 396.77 K | $5.08 M | 100.00% | 4.41% | |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 384.77 K | $4.93 M | 1.58% | 4.28% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 322.17 K | $4.12 M | -36.42% | 3.58% |
| FEDERATED HERMES, INC. | 05/11/2026 | 258.90 K | $3.31 M | -50.90% | 2.88% |
| GILDER GAGNON HOWE & CO LLC | 05/15/2026 | 182.70 K | $2.34 M | -17.45% | 2.03% |
| BLACKROCK, INC. | 05/13/2026 | 159.63 K | $2.04 M | 0.80% | 1.77% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 125.38 K | $1.60 M | -2.50% | 1.39% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 108.50 K | $1.39 M | 3.90% | 1.21% |
| MARSHALL WACE, LLP | 05/15/2026 | 101.88 K | $1.30 M | 100.00% | 1.13% |
| JANE STREET GROUP, LLC | 05/12/2026 | 82.18 K | $1.05 M | 100.00% | 0.91% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 78.43 K | $1.00 M | 135.87% | 0.87% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 53.68 K | $687.10 K | 100.00% | 0.60% |
| SEI INVESTMENTS CO | 05/13/2026 | 53.07 K | $679.27 K | -18.27% | 0.59% |
| CITADEL ADVISORS LLC | 05/15/2026 | 52.80 K | $675.83 K | 100.00% | 0.59% |
| UBS GROUP AG | 05/05/2026 | 48.27 K | $617.84 K | -1.59% | 0.54% |
| STATE STREET CORP | 05/15/2026 | 43.11 K | $551.83 K | 1.89% | 0.48% |
| JPMORGAN CHASE & CO | 05/13/2026 | 31.56 K | $384.07 K | 100.00% | 0.35% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 30.68 K | $392.76 K | 100.00% | 0.34% |
| QUENT CAPITAL, LLC | 04/28/2026 | 30.00 K | $384.00 K | 30.43% | 0.33% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 29.05 K | $371.88 K | 0.88% | 0.32% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 25.30 K | $323.83 K | 100.00% | 0.28% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 05/04/2026 | 25.01 K | $320.00 K | -33.95% | 0.28% |
| DAIWA SECURITIES GROUP INC. | 05/13/2026 | 24.26 K | $310.58 K | -9.00% | 0.27% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 23.21 K | $297.11 K | 100.00% | 0.26% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 22.30 K | $285.38 K | 1.36% | 0.25% |
| HRT FINANCIAL LP | 05/14/2026 | 21.04 K | $269.00 K | 100.00% | 0.23% |
| NORTHERN TRUST CORP | 05/14/2026 | 17.65 K | $225.87 K | 0.00% | 0.20% |
| TREXQUANT INVESTMENT LP | 05/15/2026 | 15.85 K | $202.85 K | 100.00% | 0.18% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 15.74 K | $201.47 K | 19.63% | 0.17% |
| AXQ CAPITAL, LP | 05/13/2026 | 15.44 K | $197.59 K | 100.00% | 0.17% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 05/15/2026 | 14.49 K | $185.47 K | 18.68% | 0.16% |
| 05/15/2026 | 14.26 K | $182.50 K | 19.27% | 0.16% | |
| HSBC HOLDINGS PLC | 04/30/2026 | 13.31 K | $167.60 K | 100.00% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 12.30 K | $158.00 K | 13.89% | 0.14% |
| MORGAN STANLEY | 05/15/2026 | 10.31 K | $131.94 K | -15.16% | 0.11% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 9.18 K | $117.48 K | 100.00% | 0.10% |
| BARCLAYS PLC | 05/15/2026 | 4.11 K | $52.54 K | 100.00% | 0.05% |
| US BANCORP \DE\ | 05/15/2026 | 4.00 K | $51.20 K | -37.65% | 0.04% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 3.93 K | $50.36 K | -44.12% | 0.04% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 3.67 K | $46.91 K | 100.00% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 538 | $6.89 K | 100.00% | 0.01% |
| ROYAL BANK OF CANADA | 05/15/2026 | 330 | $4.00 K | 100.00% | 0.00% |
| FMR LLC | 05/15/2026 | 301 | $3.85 K | -57.49% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 250 | $3.00 K | 0.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 149 | $1.91 K | 100.00% | 0.00% |
Smith Douglas Homes Corp. institutional Ownership - FAQ's
During the previous two years, 68 institutional investors and hedge funds held shares of Smith Douglas Homes Corp.. The most heavily invested institutionals were:
Conifer Management, L.L.C.: 1.43 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.34 M
BECK MACK & OLIVER LLC: 850,593
WELLINGTON MANAGEMENT GROUP LLP: 758,796
WASATCH ADVISORS LP: 586,755
First Eagle Investment Management, LLC: 384,774
87.12% of Smith Douglas Homes Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 8.60 M shares in the last 24 months. This purchase volume represents approximately $118.72 M in transactions.