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 | 02/13/2026 | 1.47 M | $24.64 M | 17.32% | 16.38% |
| CONIFER MANAGEMENT, L.L.C. | 02/13/2026 | 1.43 M | $24.04 M | 68.32% | 15.99% |
| WASATCH ADVISORS LP | 02/12/2026 | 1.25 M | $20.96 M | 6.16% | 13.94% |
| WELLINGTON MANAGEMENT GROUP LLP | 02/17/2026 | 1.18 M | $19.74 M | 2.17% | 13.13% |
| BECK MACK & OLIVER LLC | 02/12/2026 | 816.45 K | $13.69 M | 0.44% | 9.11% |
| FEDERATED HERMES, INC. | 02/12/2026 | 527.30 K | $8.84 M | 0.00% | 5.88% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 01/22/2026 | 506.69 K | $8.50 M | -3.47% | 5.65% |
| VANGUARD GROUP INC | 01/29/2026 | 452.63 K | $7.59 M | 0.36% | 5.05% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 378.77 K | $6.35 M | 14.20% | 4.22% |
| GILDER GAGNON HOWE & CO LLC | 02/17/2026 | 221.32 K | $3.71 M | -2.83% | 2.47% |
| BLACKROCK, INC. | 02/12/2026 | 158.37 K | $2.66 M | 3.00% | 1.77% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 128.60 K | $2.16 M | 5.06% | 1.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 104.42 K | $1.75 M | 1.36% | 1.16% |
| SEI INVESTMENTS CO | 02/13/2026 | 64.93 K | $1.09 M | 17.97% | 0.72% |
| UBS GROUP AG | 01/29/2026 | 49.05 K | $822.52 K | 87.69% | 0.55% |
| STATE STREET CORP | 02/13/2026 | 42.31 K | $709.57 K | 2.67% | 0.47% |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 01/29/2026 | 37.86 K | $635.00 K | 13.86% | 0.42% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 33.25 K | $557.60 K | 11.70% | 0.37% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 28.80 K | $482.96 K | -28.65% | 0.32% |
| DAIWA SECURITIES GROUP INC. | 02/11/2026 | 26.66 K | $447.00 K | 19.64% | 0.30% |
| QUENT CAPITAL, LLC | 01/29/2026 | 23.00 K | $385.71 K | 100.00% | 0.26% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 02/18/2026 | 22.00 K | $368.86 K | 0.00% | 0.25% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 21.78 K | $365.20 K | 11.29% | 0.24% |
| NORTHERN TRUST CORP | 02/17/2026 | 17.65 K | $295.92 K | -0.52% | 0.20% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 13.16 K | $220.64 K | -8.97% | 0.15% |
| RUANE, CUNNIFF & GOLDFARB L.P. | 02/13/2026 | 12.21 K | $204.75 K | 0.00% | 0.14% |
| MORGAN STANLEY | 02/13/2026 | 12.15 K | $203.76 K | 20.69% | 0.14% |
| 02/17/2026 | 11.95 K | $200.47 K | 100.00% | 0.13% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 10.80 K | $182.00 K | 100.00% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 7.04 K | $118.06 K | 100.00% | 0.08% |
| US BANCORP \DE\ | 01/30/2026 | 6.42 K | $107.58 K | 10.83% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 2.81 K | $47.11 K | 73.93% | 0.03% |
| FMR LLC | 02/17/2026 | 708 | $11.87 K | 46.58% | 0.01% |
| QUEST PARTNERS LLC | 02/09/2026 | 631 | $10.58 K | -94.28% | 0.01% |
| CITIGROUP INC | 02/13/2026 | 415 | $6.96 K | 100.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 250 | $4.19 K | 0.00% | 0.00% |
| ASTER CAPITAL MANAGEMENT (DIFC) LTD | 02/17/2026 | 151 | $2.53 K | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 130 | $2.18 K | -22.62% | 0.00% |
| WOLFF WIESE MAGANA LLC | 01/14/2026 | 90 | $1.51 K | 28.57% | 0.00% |
| CWM, LLC | 01/26/2026 | 33 | $1.00 K | 0.00% | 0.00% |
| OPTIMA CAPITAL LLC | 01/23/2026 | 28 | $470 | 100.00% | 0.00% |
| 01/30/2026 | 4 | $68 | 100.00% | 0.00% | |
| TRANSAMERICA FINANCIAL ADVISORS, INC. | 02/13/2026 | 4 | $67 | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 2 | $34 | 100.00% | 0.00% |
| KINGDOM FINANCIAL GROUP LLC. | 02/06/2026 | 1 | $12 | 100.00% | 0.00% |
| FIFTH THIRD BANCORP | 02/02/2026 | 0 | $0 | -100.00% | 0.00% |
| PEREGRINE CAPITAL MANAGEMENT LLC | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| COMERICA BANK | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
Smith Douglas Homes Corp. institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of Smith Douglas Homes Corp.. The most heavily invested institutionals were:
BECK MACK & OLIVER LLC: 850,593
WASATCH ADVISORS LP: 586,755
First Eagle Investment Management, LLC: 384,774
FEDERATED HERMES, INC.: 258,900
WELLS FARGO & COMPANY/MN: 125,384
JANE STREET GROUP, LLC: 82,176
101.15% of Smith Douglas Homes Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 9.18 M shares in the last 24 months. This purchase volume represents approximately $126.72 M in transactions.