SBH

Sally Beauty Holdings Inc Cross-source read$15.96 1.01%
Consumer DiscretionaryCUSIP 79546E104· EOD Sep 11, 2026

Among active 13F managers last quarter, 3 opened and 24 added, while 22 reduced; the largest holder to move was Fisher Asset Management, LLC (−6.4%). Over the last 180 days, 1 insider sold and none bought, a net -$543K in open-market trades.

Tracked 13F holders
208
81 in Q2 2026 filings
13F value (tracked)
$1.3B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
27 adding · 22 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$543K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Price & smart-money activity

$15.96 1.01%5Y -3.6%
$6.37$10.35$14.32$18.29$22.272021202220232024202520263128421332926243234233633274429363927354024424454143482663665424559457542685759672143
Hover for who · click for detailEnd-of-day closing prices52w $11.82 – $17.00

Who owns SBH?

208 tracked 13F filers · ranked by shares held

208 tracked 13F filers disclose a position in SBH as of the latest SEC 13F filings, a combined $1.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.15.8M
$223.2M
+4.0%
Added · +606K sh
Q2 2026
2Vanguard Portfolio Management LLC6.4M
$90.9M
+2.1%
Added · +130K sh
Q2 2026
3Dimensional Fund Advisors LP5.9M
$81.3M
+3.6%
Added · +202K sh
Q1 2026
4State Street Corp4.4M
$62.8M
+1.4%
Added · +61K sh
Q2 2026
5Vanguard Capital Management LLC4.2M
$60.0M
−0.4%
Reduced · −19K sh
Q2 2026
6Fisher Asset Management, LLC3.9M
$53.4M
−6.4%
Reduced · −265K sh
Q1 2026
7FMR LLC3.7M
$52.8M
+2.8%
Added · +103K sh
Q2 2026
8Goldman Sachs Group Inc3.6M
$50.1M
−9.2%
Reduced · −365K sh
Q1 2026
9Wasatch Advisors LP3.3M
$46.7M
−2.6%
Reduced · −88K sh
Q2 2026
10Geode Capital Management, LLC3.3M
$46.1M
+28%
Added · +718K sh
Q2 2026
11Victory Capital Management Inc3.1M
$42.4M
−0.7%
Reduced · −20K sh
Q1 2026
12Ranmore Fund Management Ltd3.0M
$42.4M
+23%
Added · +568K sh
Q2 2026
13American Century Companies Inc2.8M
$39.3M
+22%
Added · +514K sh
Q1 2026
14D. E. Shaw & Co., Inc.2.8M
$38.2M
+19%
Added · +441K sh
Q1 2026
15Charles Schwab Investment Management Inc2.4M
$33.7M
−2.4%
Reduced · −60K sh
Q1 2026
16Morgan Stanley1.6M
$22.7M
−2.1%
Reduced · −34K sh
Q1 2026
17Arrowstreet Capital, Limited Partnership1.1M
$15.4M
−25%
Reduced · −374K sh
Q1 2026
18Northern Trust Corp1.1M
$14.7M
+3.6%
Added · +37K sh
Q1 2026
19Bridgeway Capital Management, LLC997K
$14.1M
+1.9%
Added · +18K sh
Q2 2026
20Gamco Investors, Inc. Et Al813K
$11.3M
−1.0%
Reduced · −9K sh
Q1 2026
21Squarepoint Ops LLC778K
$10.8M
+80%
Added · +347K sh
Q1 2026
22Millennium Management LLC746K
$10.3M
+14%
Added · +91K sh
Q1 2026
23UBS Group AG735K
$10.2M
−15%
Reduced · −129K sh
Q1 2026
24Cambria Investment Management, L.P.698K
$9.9M
35×
Added · +678K sh
Q2 2026
25Bank of New York Mellon Corp663K
$9.2M
−4.7%
Reduced · −32K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is SBH being bought or sold by institutions?

Last quarter, 3 funds opened a new position in SBH and 24 added to an existing one, while 22 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
24
added to an existing position
Reduced
22
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own SBH also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT110 funds$218.9B
Amazon.com IncAMZN110 funds$171.8B
Nvidia CorpNVDA108 funds$343.8B
Apple IncAAPL108 funds$251.4B
Alphabet Inc-CL AGOOGL107 funds$153.9B
JPMorgan Chase & CoJPM106 funds$50.5B
Meta Platforms Inc-Class AMETA105 funds$93.4B
Eli Lilly & CoLLY105 funds$75.7B
Oracle CorpORCL105 funds$19.2B
Alphabet Inc-CL CGOOG104 funds$108.1B
Visa Inc-Class A SharesV104 funds$50.5B
Mastercard Inc - AMA104 funds$47.6B

Ranked by how many of SBH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SBH.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$543K
1 insider
Net · 180d
-$543K
1 open-market transaction
DateInsiderRoleActionSharesValue
Jun 8, 2026Platz Marlo Michelle CormierFormer SVP & CFOSell (S)43K$543K
Dec 11, 2025McIntosh KimGVP, CONTROLLER & CAOSell (S)6K$93K
Dec 1, 2025Sherman Scott CSVP, CLO and CHROSell (S)15K$244K
Sep 4, 2025Rangel Max R.DirectorBuy (P)4K$49K
Aug 13, 2025Perelman Debra GoldingDirectorBuy (P)2K$31K
Aug 8, 2025Paulonis DenisePresident & CEO, DirectorBuy (P)5K$53K
Aug 7, 2025Ferguson Diana SueDirectorBuy (P)3K$30K
Nov 25, 2024McIntosh KimGVP, CONTROLLER & CAOSell (S)4K$62K
Nov 25, 2024Sherman Scott CSee RemarksSell (S)14K$196K
Feb 22, 2024Sherman Scott CSee RemarksSell (S)
2 lots, same day
10K$130K
Dec 12, 2023Paulonis DenisePresident & CEO, DirectorBuy (P)4K$45K
Feb 16, 2023Spinks Mark GregorySee RemarksSell (S)35K$609K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4442
Insiders
Form 4 open-market
01-$543K
US House
STOCK Act trades
00$0
Sector rotation
SBH is in Consumer Discretionary, which smart money is rotating OUT OF
$12.8B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

81 tracked filers in Q2 2026 filingsstill filing
0109218Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $257.7M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
SBHthis pagecs208 funds$1.3B
79546E108COM1 funds$5K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

15 most recent

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Connected entities for SBH

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Ask your agent what changed in SBH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SBH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SBH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.