Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SDHC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Conifer Management, L.L.C. | 1.4M | $18.3M | 0.0% | 17.158% | 3.50% |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.3M | $17.2M | -8.7% | 16.055% | 0.05% |
| 3 | BECK MACK & OLIVER LLC | 851K | $10.9M | +4.2% | 10.182% | 0.22% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 759K | $9.7M | -35.5% | 9.083% | 0.00% |
| 5 | WASATCH ADVISORS INC | 587K | $7.5M | -53.0% | 7.024% | 0.05% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 397K | $5.1M | β | 4.749% | 0.00% |
| 7 | First Eagle Investment Management, LLC | 385K | $4.9M | +1.6% | 4.606% | 0.01% |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 322K | $4.1M | -36.4% | 3.857% | 0.00% |
| 9 | FEDERATED HERMES, INC. | 259K | $3.3M | -50.9% | 3.099% | 0.01% |
| 10 | GILDER GAGNON HOWE & CO LLC | 183K | $2.3M | -17.4% | 2.187% | 0.03% |
| 11 | BlackRock, Inc. | 160K | $2.0M | +0.8% | 1.911% | 0.00% |
| 12 | WELLS FARGO & COMPANY/MN | 125K | $1.6M | -2.5% | 1.501% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 108K | $1.4M | +3.9% | 1.299% | 0.00% |
| 14 | MARSHALL WACE, LLP | 102K | $1.3M | β | 1.220% | 0.00% |
| 15 | JANE STREET GROUP, LLC | 82K | $1.1M | β | 0.984% | 0.01% |
| 16 | D. E. Shaw & Co., Inc. | 78K | $1.0M | +135.9% | 0.939% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 54K | $687K | β | 0.643% | 0.00% |
| 18 | SEI INVESTMENTS CO | 53K | $679K | -18.3% | 0.635% | 0.00% |
| 19 | CITADEL ADVISORS LLC | 53K | $676K | β | 0.632% | 0.00% |
| 20 | UBS Group AG | 48K | $618K | -1.6% | 0.578% | 0.00% |
| 21 | STATE STREET CORP | 43K | $552K | +1.9% | 0.516% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 31K | $393K | β | 0.367% | 0.00% |
| 23 | Quent Capital, LLC | 30K | $384K | +30.4% | 0.359% | 0.03% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 29K | $372K | +0.9% | 0.348% | 0.00% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 25K | $324K | β | 0.303% | 0.00% |
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 SDHC β a direct measure of their conviction.
Filings activity in SDHC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SDHC position in Q1 2026
Institutions that fully closed their SDHC 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 | 57 | +24% | 87.85% | 45.70 pp | $99M | 34% |
| Q4 2025 | 46 | 12% | 133.55% | 4.08 pp | $151M | 3.0% |
| Q3 2025 | 52 | 7.1% | 137.63% | 22.18 pp | $155M | 14% |
| Q2 2025 | 56 | 1.8% | 159.81% | 40.12 pp | $181M | 20% |
| Q1 2025 | 57 | 21% | 199.93% | 0.06 pp | $226M | 4.9% |
| Q4 2024 | 72 | 2.7% | 199.99% | +0.00 pp | $237M | 33% |
| Q3 2024 | 74 | +17% | 199.99% | +15.50 pp | $354M | +70% |
| Q2 2024 | 63 | β | 184.49% | β | $208M | 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 SDHC stock.
Based on Q1 2026 13F filings, institutional ownership of Smith Douglas Homes Corp. stands at 87.8%, held across 57 reporting institutions.
Conifer Management, L.L.C. is the largest reported institutional holder of SDHC, with approximately 1,433,350 shares worth $0.02B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of SDHC, including JANE STREET GROUP, LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for SDHC is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
20 institutions opened new positions in SDHC during Q1 2026, while 9 fully exited. 3 added to existing positions and 33 trimmed.
SDHC institutional ownership fell by 45.70 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 84.1% of all reported 13F value in SDHC, and the top 25 account for 97.2%.
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.
Smith Douglas Homes Corp. (SDHC) Institutional Ownership