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Institutional Ownership · SEC Form 13F

Who owns Beazer Homes USA (BZH)


Which tracked institutional funds hold BZH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BZH company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

176
Institutional holders
23M
Shares held (tracked funds)
76.2%
Of shares outstanding

How the tape is positioned

67 tracked funds added or opened BZH while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BZH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BZH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BZH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 175 tracked filers holding BZH, 94 increased or opened the position and 98 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BZH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 11

  • BOOTHBAY FUND MANAGEMENT, LLC$25M
  • TIG Advisors, LLC$8M
  • Governors Lane LP$6M
  • Slotnik Capital, LLC$4M
  • TUDOR INVESTMENT CORP ET AL$3M
  • Saba Capital Management, L.P.$3M

Full exits 15

  • LAKEWOOD CAPITAL MANAGEMENT, LP$15M
  • First Eagle Investment Management, LLC$13M
  • WINSLOW ASSET MANAGEMENT INC$9M
  • LSV ASSET MANAGEMENT$6M
  • Oakum Bay Capital LLC$6M
  • Numerai GP LLC$3M

Largest adds

  • BlackRock, Inc.$24M
  • DONALD SMITH & CO., INC.$21M
  • Capital World Investors$16M
  • Wealthspire Advisors, LLC$10M
  • STATE STREET CORP$8M
  • Mill Road Capital Management LLC$7M

Largest trims

  • MORGAN STANLEY$5M
  • STOREBRAND ASSET MANAGEMENT AS$5M
  • JPMORGAN CHASE & CO$3M
  • CITIGROUP INC$1M
  • BANK OF AMERICA CORP /DE/$1M
  • MILLENNIUM MANAGEMENT LLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed2,846,230$80M12.7%2026-Q2
DONALD SMITH & CO., INC. trimmed2,814,181$79M12.5%2026-Q2
Capital World Investors added1,706,364$48M7.6%2026-Q2
Wealthspire Advisors, LLC trimmed1,117,128$31M5.0%2026-Q2
STATE STREET CORP trimmed1,114,169$31M5.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed1,093,934$31M4.9%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added900,000$25M4.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed899,269$25M4.0%2026-Q2
Mill Road Capital Management LLC added841,235$24M3.7%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC trimmed652,021$18M2.9%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed547,058$15M2.4%2026-Q2
Nokomis Capital, L.L.C. trimmed509,170$14M2.3%2026-Q2
AMERIPRISE FINANCIAL INC added388,272$11M1.7%2026-Q2
AMERICAN CENTURY COMPANIES INC added364,531$10M1.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed305,082$9M1.4%2026-Q2
TIG Advisors, LLC new296,510$8M1.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed280,084$8M1.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added245,658$7M1.1%2026-Q2
NORTHERN TRUST CORP trimmed240,559$7M1.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added226,617$6M1.0%2026-Q2
Governors Lane LP new217,362$6M1.0%2026-Q2
UBS Group AG trimmed192,307$5M0.9%2026-Q2
MORGAN STANLEY trimmed183,463$5M0.8%2026-Q2
Round Hill Asset Management added171,285$5M0.8%2026-Q2
Cerity Partners LLC added167,143$5M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed163,357$5M0.7%2026-Q2
Slotnik Capital, LLC new155,000$4M0.7%2026-Q2
Empowered Funds, LLC added149,317$4M0.7%2026-Q2
PEREGRINE CAPITAL MANAGEMENT LLC trimmed145,377$4M0.6%2026-Q2
Nuveen, LLC added117,596$3M0.5%2026-Q2
TUDOR INVESTMENT CORP ET AL added113,520$3M0.5%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed109,859$3M0.5%2026-Q2
Russell Investments Group, Ltd. added108,780$3M0.5%2026-Q2
JAMISON PRIVATE WEALTH MANAGEMENT, INC. trimmed103,881$3M0.5%2026-Q2
Saba Capital Management, L.P. new98,452$3M0.4%2026-Q2
Register Financial Advisors LLC added96,267$3M0.4%2026-Q2
CITADEL ADVISORS LLC added96,085$3M0.4%2026-Q2
BW Gestao de Investimentos Ltda.95,300$3M0.4%2026-Q2
STOREBRAND ASSET MANAGEMENT AS trimmed87,929$2M0.4%2026-Q2
Beacon Pointe Advisors, LLC trimmed86,285$2M0.4%2026-Q2
Bank of New York Mellon Corp trimmed84,273$2M0.4%2026-Q2
SEI INVESTMENTS CO trimmed83,021$2M0.4%2026-Q2
FRANKLIN RESOURCES INC added80,616$2M0.4%2026-Q2
CITIGROUP INC trimmed80,559$2M0.4%2026-Q2
Man Group plc added80,062$2M0.4%2026-Q2
HARVEST MANAGEMENT LLC new80,000$2M0.4%2026-Q2
D. E. Shaw & Co., Inc. added77,835$2M0.3%2026-Q2
Invesco Ltd. trimmed73,700$2M0.3%2026-Q2
Jump Financial, LLC added73,303$2M0.3%2026-Q2
ARISTEIA CAPITAL, L.L.C. added72,500$2M0.3%2026-Q2
WESBANCO BANK INC66,500$2M0.3%2026-Q2
GHE, LLC added64,554$2M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed60,855$2M0.3%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added59,828$2M0.3%2026-Q2
Squarepoint Ops LLC trimmed59,695$2M0.3%2026-Q2
HB Wealth Management, LLC added59,448$2M0.3%2026-Q2
Tweedy, Browne Co LLC added54,435$2M0.2%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added54,435$2M0.2%2026-Q2
Swiss National Bank trimmed53,300$1M0.2%2026-Q2
Badgley Phelps Wealth Managers, LLC53,068$1M0.2%2026-Q2
Clear Harbor Asset Management, LLC added52,947$1M0.2%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added50,775$1M0.2%2026-Q2
LPL Financial LLC added50,151$1M0.2%2026-Q2
Creative Planning trimmed48,718$1M0.2%2026-Q2
BARCLAYS PLC added48,599$1M0.2%2026-Q2
Rafferty Asset Management, LLC added47,424$1M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added47,170$1M0.2%2026-Q2
Quantinno Capital Management LP added46,865$1M0.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed45,585$1M0.2%2026-Q2
Fort Baker Capital Management LP new38,400$1M0.2%2026-Q2
RBF Capital, LLC trimmed35,974$1M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed34,231$960K0.2%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND33,500$940K0.1%2026-Q2
Trexquant Investment LP trimmed30,421$853K0.1%2026-Q2
DEUTSCHE BANK AG\ trimmed26,138$733K0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT added25,159$706K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed24,694$693K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added23,051$647K0.1%2026-Q2
Abacus Wealth Partners, LLC trimmed22,862$641K0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.22,576$434K0.1%2026-Q2
XTX Topco Ltd trimmed21,598$606K0.1%2026-Q2
NINE MASTS CAPITAL Ltd new21,535$604K0.1%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank) added20,401$572K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added20,163$566K0.1%2026-Q2
FULLER & THALER ASSET MANAGEMENT, INC. trimmed19,755$554K0.1%2026-Q2
Legal & General Group Plc trimmed18,571$521K0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed17,784$499K0.1%2026-Q2
MARSHALL WACE, LLP trimmed17,200$482K0.1%2026-Q2
MetLife Investment Management, LLC15,165$425K0.1%2026-Q2
Point72 Asset Management, L.P. added15,000$421K0.1%2026-Q2
Harbour Capital Advisors, LLC new14,585$465K0.1%2026-Q2
QUADRANT CAPITAL GROUP LLC trimmed14,375$403K0.1%2026-Q2
Jupiter Topco LLC new14,000$393K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added13,903$390K0.1%2026-Q2
Quantbot Technologies LP trimmed13,495$379K0.1%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP new13,138$384K0.1%2026-Q2
BANK OF MONTREAL /CAN/ trimmed12,825$360K0.1%2026-Q2
Mariner, LLC new12,305$345K0.1%2026-Q2
JPMORGAN CHASE & CO trimmed12,135$355K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed11,478$322K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership