Who owns Sally Beauty Holdings (SBH)
Which tracked institutional funds hold SBH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SBH 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.
How the tape is positioned
47 tracked funds added or opened SBH while 56 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
SBH’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 SBH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SBH 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 228 tracked filers holding SBH, 112 increased or opened the position and 149 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 SBH 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 9
- Swedbank AB$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2M
- ARMISTICE CAPITAL, LLC$2M
- Cinctive Capital Management LP$1M
- Mountain Lake Investment Management LLC$899K
- Jump Financial, LLC$764K
Full exits 31
- LSV ASSET MANAGEMENT$54M
- CSM Advisors, LLC$9M
- CX Institutional$6M
- VISTA INVESTMENT PARTNERS LLC$4M
- Bridgewater Associates, LP$3M
- Bronte Capital Management Pty Ltd.$3M
Largest adds
- BlackRock, Inc.$78M
- GEODE CAPITAL MANAGEMENT, LLC$11M
- Cambria Investment Management, L.P.$10M
- Ranmore Fund Management Ltd$9M
- MARSHALL WACE, LLP$9M
- AMERICAN CENTURY COMPANIES INC$8M
Largest trims
- GOLDMAN SACHS GROUP INC$15M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13M
- Public Sector Pension Investment Board$10M
- Squarepoint Ops LLC$5M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$5M
- LAZARD ASSET MANAGEMENT LLC$4M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 15,783,038 | $223M | 15.3% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 8,605,878 | $122M | 8.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 6,428,015 | $91M | 6.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,054,462 | $86M | 5.9% | 2026-Q2 |
| STATE STREET CORP added | 4,439,992 | $63M | 4.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,243,510 | $60M | 4.1% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 3,759,581 | $53M | 3.6% | 2026-Q2 |
| FMR LLC added | 3,735,366 | $53M | 3.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 3,371,070 | $48M | 3.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 3,313,531 | $47M | 3.2% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 3,305,986 | $47M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,257,918 | $46M | 3.2% | 2026-Q2 |
| Ranmore Fund Management Ltd added | 2,995,854 | $42M | 2.9% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,933,962 | $41M | 2.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,452,890 | $35M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 2,023,476 | $29M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,583,616 | $22M | 1.5% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD trimmed | 1,403,200 | $20M | 1.4% | 2026-Q2 |
| Invesco Ltd. added | 1,340,691 | $19M | 1.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 1,153,626 | $16M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,105,921 | $16M | 1.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 996,900 | $14M | 1.0% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 806,050 | $11M | 0.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 788,145 | $11M | 0.8% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 698,098 | $10M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 661,006 | $9M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 633,915 | $9M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 597,875 | $8M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 568,598 | $8M | 0.5% | 2026-Q2 |
| Access Investment Management LLC added | 566,724 | $8M | 0.5% | 2026-Q2 |
| Hillsdale Investment Management Inc. added | 565,476 | $8M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 554,346 | $8M | 0.5% | 2026-Q2 |
| Empowered Funds, LLC added | 513,695 | $7M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 501,969 | $7M | 0.5% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 461,072 | $7M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 453,026 | $6M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 394,493 | $6M | 0.4% | 2026-Q2 |
| CastleKnight Management LP | 392,050 | $6M | 0.4% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 384,126 | $5M | 0.4% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 375,196 | $5M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 374,710 | $5M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 343,363 | $5M | 0.3% | 2026-Q2 |
| Woodline Partners LP added | 341,596 | $5M | 0.3% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC trimmed | 331,464 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 310,328 | $4M | 0.3% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 303,831 | $4M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 302,829 | $4M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 295,219 | $4M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 264,137 | $4M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 251,516 | $4M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 240,903 | $3M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 234,583 | $3M | 0.2% | 2026-Q2 |
| Invenomic Capital Management LP trimmed | 230,656 | $3M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added | 227,790 | $3M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 205,038 | $3M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 199,638 | $3M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 196,427 | $3M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 190,779 | $3M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 190,522 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 189,800 | $3M | 0.2% | 2026-Q2 |
| Swedbank AB new | 171,050 | $2M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 165,288 | $2M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 150,637 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 149,593 | $2M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 146,213 | $2M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 145,299 | $2M | 0.1% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 136,993 | $2M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | 131,490 | $2M | 0.1% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 126,946 | $2M | 0.1% | 2026-Q2 |
| ARMISTICE CAPITAL, LLC new | 126,227 | $2M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 122,301 | $2M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 122,168 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 118,236 | $2M | 0.1% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 113,962 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 111,256 | $2M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 109,271 | $2M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 108,600 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 107,995 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 106,262 | $2M | 0.1% | 2026-Q2 |
| JENNISON ASSOCIATES LLC added | 103,790 | $1M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 101,807 | $1M | 0.1% | 2026-Q2 |
| Cinctive Capital Management LP added | 91,216 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 90,821 | $1M | 0.1% | 2026-Q2 |
| AUXIER ASSET MANAGEMENT LLC trimmed | 89,137 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 88,435 | $1M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 83,919 | $1M | 0.1% | 2026-Q2 |
| B. Metzler seel. Sohn & Co. AG | 77,157 | $1M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 70,556 | $998K | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 65,000 | $919K | 0.1% | 2026-Q2 |
| Mountain Lake Investment Management LLC new | 63,552 | $899K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 63,507 | $898K | 0.1% | 2026-Q2 |
| Freestone Grove Partners LP added | 61,570 | $871K | 0.1% | 2026-Q2 |
| Horizon Investments, LLC added | 60,213 | $851K | 0.1% | 2026-Q2 |
| Walleye Trading LLC added | 59,702 | $844K | 0.1% | 2026-Q2 |
| DENALI ADVISORS LLC | 58,455 | $827K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 56,263 | $796K | 0.1% | 2026-Q2 |
| Jump Financial, LLC added | 54,000 | $764K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 53,305 | $754K | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. added | 52,831 | $747K | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund trimmed | 52,341 | $740K | 0.1% | 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.
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.