Smith Douglas Homes Ownership | Who Owns Smith Douglas Homes?


OverviewForecastRevenueFinancialsChartTranscripts

Smith Douglas Homes Ownership Summary


Smith Douglas Homes is owned by 84.69% institutional investors, 2.19% insiders, and 13.12% retail investors. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 13.96% of SDHC shares.

SDHC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSmith Douglas Homes84.69%2.19%13.12%
SectorReal Estate Stocks 42.56%9.05%48.39%
IndustryReal Estate Development Stocks 22.42%43.90%33.68%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Kayne anderson rudnick investment management1.25M13.96%$22.11M
Wasatch advisors lp1.25M13.94%$20.96M
Wellington management group llp1.15M12.85%$20.34M
Conifer management851.56K9.50%$15.04M
Beck mack & oliver816.45K9.11%$13.69M
12 west capital management lp535.14K5.97%$9.45M
Federated hermes527.30K5.88%$8.84M
Massachusetts financial services co /ma/506.69K5.65%$8.50M
Vanguard group452.63K5.05%$7.59M
First eagle investment management378.77K4.22%$6.35M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Conifer management851.56K2.38%$15.04M
12 west capital management lp535.14K0.98%$9.45M
Covey capital advisors36.30K0.76%$704.95K
Beck mack & oliver816.45K0.25%$13.69M
Wasatch advisors lp1.25M0.12%$20.96M
Kayne anderson rudnick investment management1.25M0.05%$22.11M
Gilder gagnon howe227.78K0.04%$4.02M
Ghisallo capital management50.00K0.03%$883.00K
Quent capital23.00K0.03%$385.71K
Federated hermes527.30K0.01%$8.84M

Top Buyers

HolderShares% AssetsChange
Conifer management851.56K2.38%351.56K
Wasatch advisors lp1.25M0.12%72.53K
First eagle investment management378.77K0.01%47.10K
Covey capital advisors36.30K0.76%36.30K
Quent capital23.00K0.03%23.00K

Top Sellers

HolderShares% AssetsChange
Artisan partners limited partnership---798.26K
Kayne anderson rudnick investment management1.25M0.05%-351.56K
Thornburg investment management---224.46K
12 west capital management lp535.14K0.98%-197.21K
New york state common retirement fund---185.12K

New Positions

HolderShares% AssetsChangeValue
Covey capital advisors36.30K0.76%36.30K$704.95K
Quent capital23.00K0.03%23.00K$385.71K
Xtx topco12.18K0.01%12.18K$215.05K
Bnp paribas arbitrage, snc7.04K0.00%7.04K$118.06K
Citigroup415.00-415.00$6.96K

Sold Out

HolderChange
Mjt & associates financial advisory group-15.00
Rise advisors-26.00
Northwestern mutual wealth management-27.00
Mcf advisors-47.00
Skopos labs-51.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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-
Mar 31, 202555-21.43%9,603,4251.54%1080.95%268.33%20-42.86%
Dec 31, 202471-4.05%9,492,835-1.48%1070.90%25-48.98%35105.88%

Recent Insider Transactions


DateNameRoleActivityValue
Jun 11, 2025Perdue George Ervin III-Buy$69.07K
Jun 12, 2025Perdue George Ervin III-Buy$9.70K
Jun 13, 2025Perdue George Ervin III-Buy$25.55K
Jun 10, 2025Perdue George Ervin III-Buy$33.96K
Jun 04, 2025Perdue George Ervin III-Buy$45.41K

Insider Transactions Trends


DateBuySell
2025 Q29-
2025 Q1--
2024 Q41-

SDHC Ownership FAQ


Who Owns Smith Douglas Homes?

Smith Douglas Homes shareholders are primarily institutional investors at 84.69%, followed by 2.19% insiders and 13.12% retail investors. The average institutional ownership in Smith Douglas Homes's industry, Real Estate Development Stocks , is 22.42%, which Smith Douglas Homes exceeds.

Who owns the most shares of Smith Douglas Homes?

Smith Douglas Homes’s largest shareholders are Kayne anderson rudnick investment management (1.25M shares, 13.96%), Wasatch advisors lp (1.25M shares, 13.94%), and Wellington management group llp (1.15M shares, 12.85%). Together, they hold 40.75% 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 2.38% of its assets in 851.56K Smith Douglas Homes shares, valued at 15.04M$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools