Sally Beauty Holdings Inc (SBH) Ownership

11.52 ↓0.40 (-3.36%)
As of November 29, 2022, 3:59pm EST.

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Sally Beauty Holdings Inc (SBH), owning a total of 16.1 million shares. Combined, the top 20 institutional holders of SBH own 75.92% of the company with a total of 81.2 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders decreased their combined ownership of SBH by 4.1 million shares. 6 institutions bought 1,662,857 total additional shares and increased their ownership by an average of 6.25%. However 8 institutions sold 5,810,967 total shares and decreased their ownership by an average of 12.51%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Sally Beauty Holdings decreased by a net total of -4,148,110 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc11.043%0.756%11,812,94788,6872022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne10.280%-22.189%10,996,641-3,135,8232022-09-30
LSV Asset Management3.954%-2.535%4,229,200-110,0002022-09-30
Champlain Investment Partners, LLC3.844%-0.781%4,111,470-32,3502022-09-30
State Street Corporation3.709%-1.888%3,967,143-76,3382022-09-30
Fisher Asset Management, LLC3.322%-0.805%3,553,389-28,8372022-09-30
Polaris Capital Management, LLC2.424%-9.679%2,593,125-277,8712022-09-30
Dimensional Fund Advisors, Inc.2.295%1.527%2,455,07236,9192022-09-30
Charles Schwab Investment Management Inc1.620%4.194%1,732,42769,7312022-09-30
Principal Financial Group Inc1.400%-58.293%1,497,345-2,092,8012022-09-30
Atlanta Capital Management Company,LLC1.308%-3.910%1,399,562-56,9472022-09-30
Chimera Capital Management LLC1.126%0.000%1,204,6281,204,6282022-09-30
Bank of New York Mellon Corp1.061%1.770%1,135,36719,7492022-09-30
Goldman Sachs Group Inc1.004%29.263%1,074,022243,1432022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
FMR Inc15.004%-3.438%16,050,100-571,4612022-06-30
Vanguard Group Inc11.043%0.756%11,812,94788,6872022-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne10.280%-22.189%10,996,641-3,135,8232022-09-30
AllianceBernstein L.P.6.997%-4.852%7,485,062-381,6562022-06-30
LSV Asset Management3.954%-2.535%4,229,200-110,0002022-09-30
Champlain Investment Partners, LLC3.844%-0.781%4,111,470-32,3502022-09-30
State Street Corporation3.709%-1.888%3,967,143-76,3382022-09-30
Fisher Asset Management, LLC3.322%-0.805%3,553,389-28,8372022-09-30
Polaris Capital Management, LLC2.424%-9.679%2,593,125-277,8712022-09-30
Dimensional Fund Advisors, Inc.2.295%1.527%2,455,07236,9192022-09-30
Boston Partners Global Investors, Inc1.784%1.799%1,908,48833,7192022-06-30
Geode Capital Management, LLC1.691%-3.431%1,808,313-64,2502022-06-30
Charles Schwab Investment Management Inc1.620%4.194%1,732,42769,7312022-09-30
Principal Financial Group Inc1.400%-58.293%1,497,345-2,092,8012022-09-30
Atlanta Capital Management Company,LLC1.308%-3.910%1,399,562-56,9472022-09-30
Northern Trust Corp1.291%-3.463%1,380,836-49,5282022-06-30
Chimera Capital Management LLC1.126%0.000%1,204,6281,204,6282022-09-30
Bank of New York Mellon Corp1.061%1.770%1,135,36719,7492022-09-30
Goldman Sachs Group Inc1.004%29.263%1,074,022243,1432022-09-30
Gamco Investors, Inc. Et Al0.766%5.016%819,18039,1302022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Sally Beauty Holdings Inc (SBH), owning a total of 7.9 million shares. Combined, the top 20 mutual fund holders of SBH own 51.40% of the company with a total of 55 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of SBH by 97 thousand shares. 6 funds bought 144,069 total additional shares and increased their ownership by an average of 1.03%. However 1 funds sold 46,745 total shares and decreased their ownership by an average of 1.44%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sally Beauty Holdings increased by a net total of 97,324 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.393%0.263%7,908,05820,7352022-10-31
Vanguard Explorer Inv3.479%0.000%3,721,90002022-10-31
Vanguard Total Stock Mkt Idx Inv2.997%0.449%3,205,38114,3142022-10-31
Champlain Small Company Fund, LLC2.991%-1.440%3,199,455-46,7452022-10-31
Vanguard Small Cap Index2.578%1.586%2,757,92343,0462022-10-31
iShares Russell 2000 ETF2.199%0.327%2,352,6487,6762022-10-31
Vanguard Small Cap Value Index Inv1.765%1.988%1,888,01136,8012022-10-31
Vanguard Extended Market Index Investor1.311%1.556%1,402,67421,4972022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF7.393%0.263%7,908,05820,7352022-10-31
Fidelity® Low-Priced Stock6.522%0.024%6,976,6801,6402022-08-31
Vanguard Explorer Inv3.479%0.000%3,721,90002022-10-31
Vanguard Total Stock Mkt Idx Inv2.997%0.449%3,205,38114,3142022-10-31
Champlain Small Company Fund, LLC2.991%-1.440%3,199,455-46,7452022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.983%1.217%3,191,06738,3622022-09-30
Vanguard Small Cap Index2.578%1.586%2,757,92343,0462022-10-31
Polaris Capital Mgt Polaris Glbl Eq2.387%779.737%2,552,9962,262,7962022-09-30
Fidelity® Value2.231%0.000%2,386,64602022-09-30
iShares Russell 2000 ETF2.199%0.327%2,352,6487,6762022-10-31
Strategic Advisers® Small-Mid Cap2.130%0.000%2,278,45602022-08-31
Meridian Growth Legacy1.907%-18.585%2,039,693-465,6022022-09-30
Fidelity® Series Intrinsic Opps1.834%0.000%1,962,10002022-08-31
AB Discovery Value Advisor1.804%0.000%1,929,21002022-09-30
Vanguard Small Cap Value Index Inv1.765%1.988%1,888,01136,8012022-10-31
Champlain Small Company Adv1.720%-6.599%1,840,000-130,0002022-06-30
Vanguard Extended Market Index Investor1.311%1.556%1,402,67421,4972022-10-31
Fidelity Global Intrinsic Value Cl F51.116%-1.794%1,193,300-21,8002022-06-30
Meridian Small Cap Growth Legacy1.072%-18.579%1,147,088-261,7472022-09-30
Fidelity LowPriced Stock Commingled Pl0.984%15.409%1,053,058140,6002022-08-31

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