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Smith Douglas Homes Ownership | Who Owns Smith Douglas Homes?

OverviewForecastRevenueFinancialsChartTranscripts

Smith Douglas Homes Ownership Summary

Smith Douglas Homes is owned by 77.78% institutional investors, 4.64% insiders, and 17.59% retail investors. Conifer management is the largest institutional shareholder, holding 15.93% of SDHC shares. Virtus KAR Small-Cap Growth I is the top mutual fund, with 9.23% of its assets in Smith Douglas Homes shares.

SDHC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSmith Douglas Homes77.78%4.64%17.59%
SectorConsumer Cyclical Stocks 206.34%16.22%-122.56%
IndustryResidential Construction Stocks 76.40%13.52%10.09%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Conifer management1.43M15.93%$18.35M
Kayne anderson rudnick investment management1.34M14.90%$17.17M
Beck mack & oliver850.59K9.45%$10.89M
Wellington management group llp758.80K8.43%$9.71M
Wasatch advisors lp586.75K6.52%$7.51M
12 west capital management lp535.14K5.97%$9.45M
Vanguard group452.63K5.05%$7.59M
First eagle investment management384.77K4.28%$4.93M
Gilder gagnon howe182.70K2.03%$2.34M
Blackrock funding, inc. /de159.63K1.77%$2.04M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Conifer management1.43M3.50%$18.35M
12 west capital management lp535.14K0.98%$9.45M
Covey capital advisors36.30K0.76%$704.95K
Beck mack & oliver850.59K0.22%$10.89M
Kayne anderson rudnick investment management1.34M0.05%$17.17M
Wasatch advisors lp586.75K0.05%$7.51M
Ghisallo capital management50.00K0.03%$883.00K
Gilder gagnon howe182.70K0.03%$2.34M
Quent capital30.00K0.03%$384.00K
Xtx topco12.18K0.01%$215.05K

Top Buyers

HolderShares% AssetsChange
Marshall wace, llp101.88K0.00%101.88K
Jane street group82.18K0.00%82.18K
Vanguard fiduciary trust53.68K0.00%53.68K
Citadel advisors52.80K0.00%52.80K
D. e. shaw78.43K0.00%45.18K

Top Sellers

HolderShares% AssetsChange
Artisan partners limited partnership---798.26K
Wasatch advisors lp586.75K0.05%-663.10K
Wellington management group llp758.80K0.00%-418.18K
Massachusetts financial services co /ma/---322.17K
Federated hermes---258.90K

New Positions

HolderShares% AssetsChangeValue
Jane street group82.18K0.00%82.18K$1.05M
Vanguard fiduciary trust53.68K0.00%53.68K$687.10K
Citadel advisors52.80K0.00%52.80K$675.83K
Covey capital advisors36.30K0.76%36.30K$704.95K
Jpmorgan chase31.56K-31.56K$384.07K

Sold Out

HolderChange
Lloyd advisory services, llc.-1.00
Srs capital advisors-2.00
Transamerica financial advisors-4.00
Mjt & associates financial advisory group-15.00
Rise advisors-26.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20266310.53%7,040,918-10.21%771.04%375.71%1918.75%
Mar 31, 202616-64.44%1,596,721-82.40%170.17%9-72.73%5-28.57%
Dec 31, 202534-33.33%7,594,001-14.37%840.87%2613.04%4-77.78%
Sep 30, 202550-7.41%8,867,713-4.70%980.92%22-18.52%18-
Jun 30, 2025553.77%9,343,588-2.05%1040.90%26-19-

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Virtus KAR Small-Cap Growth I770.16K9.23%-90.99K
Wasatch Micro Cap526.28K6.30%-
First Eagle US Small Cap Strategy338.60K4.06%10.31K
First Eagle Small Cap Opportunity I338.60K4.03%-
Federated Hermes Kaufmann Small Cap Grow258.90K3.10%-268.40K
Federated Hermes Kaufmann Small Cap A258.90K3.10%-268.40K
Vanguard Total Stock Mkt Idx Inv253.93K3.04%-36.20K
Vanguard Morn Total Stk Mkt Idx Investor253.93K3.04%-36.20K
Vanguard MStar Total Stk Mkt Idx Invest253.93K3.03%-
MFS New Discovery Value I209.84K2.51%-4.30K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 01, 2026Bennett Gregory S See RemarksBuy$12.20K
Sep 02, 2026Bennett Gregory S See RemarksBuy$11.50K
Aug 25, 2026Devendorf Russell See RemarksBuy$12.34K
Aug 20, 2026Devendorf Russell See RemarksBuy$12.68K
May 20, 2026Devendorf Russell See RemarksBuy$21.76K

Insider Transactions Trends

DateBuySell
2026 Q34-
2026 Q21-
2026 Q14-
2025 Q212-
2025 Q1--

SDHC Ownership FAQ

Who Owns Smith Douglas Homes?

Smith Douglas Homes shareholders are primarily institutional investors at 77.78%, followed by 4.64% insiders and 17.58% retail investors. The average institutional ownership in Smith Douglas Homes's industry, Residential Construction Stocks , is 76.40%, which Smith Douglas Homes exceeds.

Who owns the most shares of Smith Douglas Homes?

Smith Douglas Homes’s largest shareholders are Conifer management (1.43M shares, 15.93%), Kayne anderson rudnick investment management (1.34M shares, 14.90%), and Beck mack & oliver (850.59K shares, 9.45%). Together, they hold 40.28% of Smith Douglas Homes’s total shares outstanding.

Does Blackrock own Smith Douglas Homes?

BlackRock is not among the top 10 institutional shareholders of Smith Douglas Homes.

Who is Smith Douglas Homes’s biggest shareholder by percentage of total assets invested?

Conifer management is Smith Douglas Homes’s biggest shareholder by percentage of total assets invested, with 3.50% of its assets in 1.43M Smith Douglas Homes shares, valued at 18.35M$.

Who is the top mutual fund holder of Smith Douglas Homes shares?

Virtus KAR Small-Cap Growth I is the top mutual fund holder of Smith Douglas Homes shares, with 9.23% of its total shares outstanding invested in 770.16K Smith Douglas Homes shares.

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