Smith Douglas Homes Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2025 | 1.25 M | $22.11 M | -21.92% | 13.96% |
| WASATCH ADVISORS LP | 11/14/2025 | 1.18 M | $20.79 M | -7.97% | 13.13% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 1.15 M | $20.34 M | -3.24% | 12.85% |
| CONIFER MANAGEMENT, L.L.C. | 11/14/2025 | 851.56 K | $15.04 M | 70.31% | 9.50% |
| BECK MACK & OLIVER LLC | 11/14/2025 | 812.84 K | $14.35 M | -2.73% | 9.07% |
| 12 WEST CAPITAL MANAGEMENT LP | 11/14/2025 | 535.14 K | $9.45 M | -26.93% | 5.97% |
| FEDERATED HERMES, INC. | 11/03/2025 | 527.30 K | $9.31 M | 0.00% | 5.88% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 524.90 K | $9.27 M | -3.45% | 5.85% |
| VANGUARD GROUP INC | 11/07/2025 | 450.99 K | $7.96 M | 0.87% | 5.03% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 331.67 K | $5.86 M | 37.98% | 3.70% |
| GILDER GAGNON HOWE & CO LLC | 11/14/2025 | 227.78 K | $4.02 M | -0.88% | 2.54% |
| BLACKROCK, INC. | 11/12/2025 | 153.76 K | $2.72 M | 16.43% | 1.71% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 122.41 K | $2.16 M | -9.93% | 1.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 103.02 K | $1.82 M | 1.10% | 1.15% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 81.68 K | $1.44 M | 100.00% | 0.91% |
| SEI INVESTMENTS CO | 11/13/2025 | 55.04 K | $972.01 K | 0.00% | 0.61% |
| GHISALLO CAPITAL MANAGEMENT LLC | 11/14/2025 | 50.00 K | $883.00 K | 0.00% | 0.56% |
| STATE STREET CORP | 11/14/2025 | 41.21 K | $727.80 K | 0.00% | 0.46% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 40.36 K | $712.81 K | -21.11% | 0.45% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11/12/2025 | 33.25 K | $587.00 K | 26.79% | 0.37% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 29.77 K | $525.70 K | 0.00% | 0.33% |
| MARSHALL WACE, LLP | 11/13/2025 | 27.23 K | $480.86 K | -17.93% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 26.13 K | $461.49 K | -17.37% | 0.29% |
| DAIWA SECURITIES GROUP INC. | 11/14/2025 | 22.29 K | $394.00 K | -8.23% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 22.02 K | $388.93 K | -1.21% | 0.25% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 22.00 K | $388.43 K | 56.77% | 0.25% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 10/23/2025 | 20.29 K | $358.29 K | 0.00% | 0.23% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 19.57 K | $345.55 K | 100.00% | 0.22% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 17.85 K | $315.21 K | 100.00% | 0.20% |
| NORTHERN TRUST CORP | 11/14/2025 | 17.74 K | $313.27 K | 0.00% | 0.20% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 14.45 K | $255.26 K | -13.73% | 0.16% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 13.11 K | $231.52 K | -40.21% | 0.15% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 12.97 K | $229.02 K | -1.64% | 0.14% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 11/14/2025 | 12.21 K | $215.61 K | 100.00% | 0.14% |
| XTX TOPCO LTD | 11/14/2025 | 12.18 K | $215.05 K | 100.00% | 0.14% |
| INSPIRE ADVISORS, LLC | 10/29/2025 | 12.11 K | $213.88 K | 100.00% | 0.14% |
| QUEST PARTNERS LLC | 11/03/2025 | 11.03 K | $194.72 K | 100.00% | 0.12% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 10.64 K | $188.00 K | 100.00% | 0.12% |
| MORGAN STANLEY | 11/14/2025 | 10.07 K | $177.78 K | 15.12% | 0.11% |
| US BANCORP \DE\ | 11/12/2025 | 5.79 K | $102.22 K | -9.75% | 0.06% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.62 K | $28.52 K | 5.62% | 0.02% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 550 | $9.71 K | -88.11% | 0.01% |
| FMR LLC | 11/13/2025 | 483 | $8.52 K | 123.61% | 0.01% |
| COMERICA BANK | 11/14/2025 | 430 | $7.59 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 250 | $4.57 K | 233.33% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 247 | $4.36 K | 100.00% | 0.00% |
| FORTITUDE FAMILY OFFICE, LLC | 10/17/2025 | 229 | $4.04 K | 0.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 168 | $3.24 K | 29.23% | 0.00% |
| FIFTH THIRD BANCORP | 11/07/2025 | 152 | $2.68 K | 100.00% | 0.00% |
| WOLFF WIESE MAGANA LLC | 10/28/2025 | 70 | $1.24 K | 0.00% | 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:
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 1.25 M
WASATCH ADVISORS LP: 1.18 M
WELLINGTON MANAGEMENT GROUP LLP: 1.15 M
Conifer Management, L.L.C.: 851,556
BECK MACK & OLIVER LLC: 812,842
12 West Capital Management LP: 535,140
98.90% of Smith Douglas Homes Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 9.59 M shares in the last 24 months. This purchase volume represents approximately $168.37 M in transactions.