Sally Beauty Holdings Inc (SBH) Ownership

13.71 ↓0.22 (-1.58%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sally Beauty Holdings Inc (SBH), owning a total of 16.3 million shares. Combined, the top 36 institutional holders of SBH own 120.49% of the company with a total of 123.6 million shares.

In the latest ownership report on September 30th 2024, the top 36 institutional holders decreased their combined ownership of SBH by 711 thousand shares. 7 institutions bought 1,401,253 total additional shares and increased their ownership by an average of 7.51%. However 7 institutions sold 2,111,850 total shares and decreased their ownership by an average of 8.45%.

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 -710,597 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	15.116%	2.583%	15,396,347	387,736	2024-09-30
Vanguard Group Inc	11.928%	-1.052%	12,149,493	-129,132	2024-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	3.739%	-14.037%	3,808,615	-621,907	2024-09-30
Dimensional Fund Advisors, Inc.	3.524%	9.188%	3,589,760	302,086	2024-09-30
Victory Capital Management Inc.	3.451%	0.286%	3,514,726	10,016	2024-09-30
LSV Asset Management	3.406%	-3.243%	3,469,500	-116,300	2024-09-30
Fisher Asset Management, LLC	2.629%	-0.220%	2,678,027	-5,903	2024-09-30
Charles Schwab Investment Management Inc	2.500%	3.274%	2,546,108	80,712	2024-09-30
Geode Capital Management, LLC	2.372%	1.813%	2,415,875	43,016	2024-09-30
Polaris Capital Management, LLC	2.353%	0.995%	2,396,529	23,600	2024-09-30
D. E. Shaw & Co LP	2.125%	34.415%	2,164,115	554,087	2024-09-30
Jupiter Asset Management Limited	2.055%	-5.421%	2,093,532	-120,000	2024-09-30
Wasatch Advisors LP	2.035%	-34.994%	2,072,934	-1,115,874	2024-09-30
Northern Trust Corp	1.233%	-0.217%	1,255,373	-2,734	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.996%	-2.654%	16,292,468	-444,267	2024-06-30
FMR Inc	15.116%	2.583%	15,396,347	387,736	2024-09-30
Vanguard Group Inc	11.928%	-1.052%	12,149,493	-129,132	2024-09-30
State Street Corporation	4.542%	1.888%	4,662,318	86,401	2024-03-31
State Street Corp	4.383%	-4.251%	4,464,129	-198,189	2024-06-30
Champlain Investment Partners, LLC	3.772%	-0.214%	3,871,197	-8,300	2024-06-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	3.739%	-14.037%	3,808,615	-621,907	2024-09-30
Morgan Stanley - Brokerage Accounts	3.729%	-13.245%	3,797,874	-579,844	2024-06-30
Schroder Investment Management Group	3.640%	-32.482%	3,735,769	-1,797,209	2024-03-31
Dimensional Fund Advisors, Inc.	3.524%	9.188%	3,589,760	302,086	2024-09-30
Victory Capital Management Inc.	3.451%	0.286%	3,514,726	10,016	2024-09-30
LSV Asset Management	3.406%	-3.243%	3,469,500	-116,300	2024-09-30
Wasatch Advisors Inc.	3.047%	0.000%	3,195,263	3,195,263	2023-12-31
Millennium Management LLC	2.756%	7,795.510%	2,890,626	2,854,015	2023-09-30
Fisher Asset Management, LLC	2.629%	-0.220%	2,678,027	-5,903	2024-09-30
Charles Schwab Investment Management Inc	2.500%	3.274%	2,546,108	80,712	2024-09-30
Geode Capital Management, LLC	2.372%	1.813%	2,415,875	43,016	2024-09-30
Polaris Capital Management, LLC	2.353%	0.995%	2,396,529	23,600	2024-09-30
Citigroup Inc	2.124%	3,781.760%	2,289,232	2,230,258	2023-06-30
D. E. Shaw & Co LP	2.125%	34.415%	2,164,115	554,087	2024-09-30
Jupiter Asset Management Limited	2.055%	-5.421%	2,093,532	-120,000	2024-09-30
Wasatch Advisors LP	2.035%	-34.994%	2,072,934	-1,115,874	2024-09-30
AllianceBernstein L.P.	1.965%	-74.899%	2,060,436	-6,148,003	2023-09-30
Boston Partners Global Investors, Inc	1.676%	-5.745%	1,798,838	-109,650	2022-09-30
Arrowstreet Capital Limited Partnership	1.579%	82.805%	1,620,364	733,975	2024-03-31
Invenomic Capital Management, LP	1.568%	31.551%	1,609,825	386,097	2024-06-30
Chimera Capital Management LLC	1.478%	0.000%	1,593,198	1,593,198	2023-03-31
Goldman Sachs Group Inc	1.563%	39.765%	1,591,478	452,797	2024-06-30
Nuveen Asset Management, LLC	1.407%	90.260%	1,516,427	719,396	2023-03-31
Principal Financial Group Inc	1.387%	4.937%	1,436,185	67,563	2024-03-31
Atlanta Capital Management Company,LLC	1.304%	-3.910%	1,399,562	-56,947	2022-09-30
Balyasny Asset Management LLC	1.294%	1,617.050%	1,328,084	1,250,737	2024-06-30
Northern Trust Corp	1.233%	-0.217%	1,255,373	-2,734	2024-09-30
Marshall Wace Asset Management Ltd	1.079%	0.000%	1,099,301	1,099,301	2024-06-30
Bank of New York Mellon Corp	0.968%	1.017%	985,489	9,924	2024-06-30
Gamco Investors, Inc. Et Al	0.766%	5.016%	819,180	39,130	2022-06-30

Mutual Fund Ownership

Fidelity® Low-Priced Stock is the biggest individual fund holder of Sally Beauty Holdings Inc (SBH), owning a total of 8.4 million shares. Combined, the top 41 mutual fund holders of SBH own 78.17% of the company with a total of 81.2 million shares.

In the latest ownership report on October 31st 2024, the top 41 fund holders increased their combined ownership of SBH by 7 thousand shares. 4 funds bought 18,199 total additional shares and increased their ownership by an average of 0.14%. However 3 funds sold 11,056 total shares and decreased their ownership by an average of 0.19%.

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 7,143 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.428%	0.105%	6,547,165	6,876	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.196%	0.163%	3,254,722	5,279	2024-10-31
iShares Russell 2000 ETF	2.620%	-0.225%	2,668,468	-6,006	2024-10-31
Vanguard Small Cap Index	2.531%	0.196%	2,578,172	5,050	2024-10-31
Vanguard Small Cap Value Index Inv	1.708%	-0.035%	1,739,169	-600	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.471%	-0.296%	1,498,467	-4,450	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	1.330%	0.000%	1,354,431	0	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.034%	0.095%	1,053,084	994	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Low-Priced Stock	7.859%	-0.779%	8,391,646	-65,890	2023-10-31
Fidelity Low-Priced Stock	7.714%	-0.048%	7,857,048	-3,731	2024-08-31
iShares Core S&P Small-Cap ETF	6.428%	0.105%	6,547,165	6,876	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.063%	2.130%	3,300,503	68,823	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.196%	0.163%	3,254,722	5,279	2024-10-31
iShares Russell 2000 ETF	2.620%	-0.225%	2,668,468	-6,006	2024-10-31
Vanguard Small Cap Index	2.531%	0.196%	2,578,172	5,050	2024-10-31
Fidelity® Value	2.303%	0.000%	2,459,190	0	2023-11-30
Polaris Capital Mgt Polaris Glbl Eq	2.052%	1.142%	2,090,200	23,600	2024-09-30
Fidelity Value	1.979%	0.000%	2,016,090	0	2024-09-30
Fidelity® Series Intrinsic Opps	1.834%	0.000%	1,962,100	0	2022-08-31
Vanguard Explorer Inv	1.858%	0.000%	1,892,650	0	2024-09-30
Champlain Small Company Fund, LLC	1.726%	-38.929%	1,771,379	-1,129,158	2024-07-31
Vanguard Small Cap Value Index Inv	1.708%	-0.035%	1,739,169	-600	2024-10-31
Jupiter Global Value Equity X Acc	1.581%	0.000%	1,610,000	0	2024-09-30
Champlain Small Company Adv	1.546%	0.000%	1,575,000	0	2024-06-30
AB Discovery Value Advisor	1.396%	-12.502%	1,504,510	-214,970	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.471%	-0.296%	1,498,467	-4,450	2024-10-31
Schroder Global Sust Val Eq X Acc	1.471%	-1.350%	1,498,426	-20,511	2024-07-31
Vanguard Extended Market Index Investor	1.364%	-0.019%	1,470,061	-278	2023-08-31
Schwab Fundamental U.S. Small CompanyETF	1.330%	0.000%	1,354,431	0	2024-10-31
Fidelity LowPriced Stock Commingled Pl A	1.282%	0.000%	1,305,992	0	2024-08-31
Schroder ISF Glbl Rcvy E Acc USD	1.209%	-1.750%	1,267,813	-22,584	2023-12-31
Fidelity LowPriced Stock Commingled PlA	1.164%	6.163%	1,253,972	72,800	2023-07-31
Schroder Global Recovery L Acc GBP	1.220%	0.000%	1,242,270	0	2024-07-31
Schwab Fundamental US Small Company ETF	1.170%	0.000%	1,211,315	0	2024-05-31
Fidelity LowPriced Stock Commingled Pl	1.096%	0.000%	1,181,172	0	2023-06-30
Fidelity Low-Priced Stock K6	1.135%	9.960%	1,156,001	104,710	2024-08-31
Meridian Small Cap Growth Legacy	1.072%	-18.579%	1,147,088	-261,747	2022-09-30
Wasatch Small Cap Value	1.101%	-32.532%	1,121,416	-540,724	2024-09-30
Jupiter Global Value L USD Acc	1.082%	-20.027%	1,119,628	-280,372	2024-02-29
Fidelity Small Cap Index	1.049%	-2.233%	1,068,369	-24,405	2024-08-31
iShares S&P Small-Cap 600 Value ETF	1.034%	0.095%	1,053,084	994	2024-10-31
CREF Stock R1	0.976%	0.000%	1,047,456	0	2023-02-28
Fidelity® Small Cap Index	0.967%	2.752%	1,032,467	27,656	2023-10-31
Meridian Growth Legacy	0.964%	-10.734%	1,028,838	-123,711	2023-09-30
Strategic Advisers® Small-Mid Cap	0.938%	-6.292%	1,010,423	-67,841	2023-06-30
Fidelity® Low-Priced Stock K6	0.944%	0.000%	1,007,663	0	2023-09-30
Fidelity Global Intrinsic Value Cl F5	0.941%	0.000%	1,000,000	0	2023-06-30
SPDR® S&P 600 Small Cap Value ETF	0.919%	0.000%	986,778	0	2023-02-28
Vanguard Tax-Managed Small Cap Adm	0.882%	0.000%	948,263	0	2023-04-30