Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BZH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | DONALD SMITH & CO., INC. | 3.0M | $57.5M | -0.9% | 10.121% | 1.03% |
| 2 | BlackRock, Inc. | 2.9M | $55.5M | -3.4% | 9.770% | 0.00% |
| 3 | Capital World Investors | 1.7M | $31.9M | 0.0% | 5.625% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.2M | $23.7M | β | 4.178% | 0.00% |
| 5 | STATE STREET CORP | 1.2M | $23.3M | +8.8% | 4.097% | 0.00% |
| 6 | Wealthspire Advisors, LLC | 1.1M | $21.5M | β | 3.786% | 0.17% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1000K | $19.2M | +5.4% | 3.388% | 0.00% |
| 8 | Mill Road Capital Management LLC | 838K | $16.1M | +0.4% | 2.840% | 8.45% |
| 9 | LAKEWOOD CAPITAL MANAGEMENT, LP | 778K | $15.0M | +10.9% | 2.635% | 0.97% |
| 10 | First Eagle Investment Management, LLC | 695K | $13.4M | -1.0% | 2.354% | 0.02% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 670K | $12.9M | +3.0% | 2.272% | 0.00% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 655K | $12.6M | -3.5% | 2.219% | 0.00% |
| 13 | Nokomis Capital, L.L.C. | 601K | $11.6M | -4.1% | 2.036% | 3.53% |
| 14 | MORGAN STANLEY | 533K | $10.3M | -12.4% | 1.808% | 0.00% |
| 15 | CITADEL ADVISORS LLC | 478K | $9.2M | β | 1.620% | 0.00% |
| 16 | STOREBRAND ASSET MANAGEMENT AS | 389K | $7.5M | β | 1.318% | 0.02% |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 341K | $6.6M | +54.7% | 1.154% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 335K | $6.5M | +13.5% | 1.136% | 0.00% |
| 19 | AMERIPRISE FINANCIAL INC | 311K | $6.0M | +0.8% | 1.055% | 0.00% |
| 20 | Oakum Bay Capital LLC | 311K | $6.0M | +17.7% | 1.053% | 3.21% |
| 21 | AMERICAN CENTURY COMPANIES INC | 309K | $6.0M | +113.7% | 1.048% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 303K | $5.8M | β | 1.027% | 0.00% |
| 23 | NORTHERN TRUST CORP | 249K | $4.8M | -0.6% | 0.844% | 0.00% |
| 24 | CITIGROUP INC | 237K | $4.6M | +74.3% | 0.802% | 0.00% |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 219K | $4.2M | +816.7% | 0.741% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BZH β a direct measure of their conviction.
Filings activity in BZH during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BZH position in Q1 2026
Institutions that fully closed their BZH position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 172 | 3.9% | 60.22% | +0.05 pp | $486M | +0.1% |
| Q4 2025 | 179 | 4.3% | 60.17% | 12.66 pp | $486M | 17% |
| Q3 2025 | 187 | 1.1% | 72.83% | 127.16 pp | $588M | 92% |
| Q2 2025 | 189 | +1.1% | 199.99% | +136.91 pp | $7.27B | +1326% |
| Q1 2025 | 187 | 7.4% | 63.08% | 18.93 pp | $509M | 23% |
| Q4 2024 | 202 | +5.8% | 82.01% | 19.98 pp | $662M | 20% |
| Q3 2024 | 191 | +6.7% | 101.99% | +19.13 pp | $824M | +23% |
| Q2 2024 | 179 | β | 82.86% | β | $669M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BZH stock.
Based on Q1 2026 13F filings, institutional ownership of Beazer Homes USA, Inc. stands at 60.2%, held across 172 reporting institutions.
DONALD SMITH & CO., INC. is the largest reported institutional holder of BZH, with approximately 2,986,562 shares worth $0.06B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BZH, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for BZH is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
29 institutions opened new positions in BZH during Q1 2026, while 36 fully exited. 42 added to existing positions and 100 trimmed.
BZH institutional ownership rose by 0.05 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 57.0% of all reported 13F value in BZH, and the top 25 account for 80.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Beazer Homes USA, Inc. (BZH) Institutional Ownership