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Institutional Ownership · SEC Form 13F

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.

228
Institutional holders
105M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added15,783,038$223M15.3%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP added8,605,878$122M8.3%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added6,428,015$91M6.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added6,054,462$86M5.9%2026-Q2
STATE STREET CORP added4,439,992$63M4.3%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed4,243,510$60M4.1%2026-Q2
Fisher Asset Management, LLC trimmed3,759,581$53M3.6%2026-Q2
FMR LLC added3,735,366$53M3.6%2026-Q2
AMERICAN CENTURY COMPANIES INC added3,371,070$48M3.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added3,313,531$47M3.2%2026-Q2
WASATCH ADVISORS LP trimmed3,305,986$47M3.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added3,257,918$46M3.2%2026-Q2
Ranmore Fund Management Ltd added2,995,854$42M2.9%2026-Q2
D. E. Shaw & Co., Inc. added2,933,962$41M2.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed2,452,890$35M2.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed2,023,476$29M2.0%2026-Q2
MORGAN STANLEY trimmed1,583,616$22M1.5%2026-Q2
JUPITER ASSET MANAGEMENT LTD trimmed1,403,200$20M1.4%2026-Q2
Invesco Ltd. added1,340,691$19M1.3%2026-Q2
MARSHALL WACE, LLP added1,153,626$16M1.1%2026-Q2
NORTHERN TRUST CORP added1,105,921$16M1.1%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added996,900$14M1.0%2026-Q2
GAMCO INVESTORS, INC. ET AL trimmed806,050$11M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC added788,145$11M0.8%2026-Q2
Cambria Investment Management, L.P. added698,098$10M0.7%2026-Q2
Bank of New York Mellon Corp trimmed661,006$9M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added633,915$9M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added597,875$8M0.6%2026-Q2
Public Sector Pension Investment Board trimmed568,598$8M0.5%2026-Q2
Access Investment Management LLC added566,724$8M0.5%2026-Q2
Hillsdale Investment Management Inc. added565,476$8M0.5%2026-Q2
UBS Group AG trimmed554,346$8M0.5%2026-Q2
Empowered Funds, LLC added513,695$7M0.5%2026-Q2
AMERIPRISE FINANCIAL INC added501,969$7M0.5%2026-Q2
GABELLI FUNDS LLC trimmed461,072$7M0.4%2026-Q2
Qube Research & Technologies Ltd added453,026$6M0.4%2026-Q2
Nuveen, LLC added394,493$6M0.4%2026-Q2
CastleKnight Management LP392,050$6M0.4%2026-Q2
FRANKLIN RESOURCES INC added384,126$5M0.4%2026-Q2
Squarepoint Ops LLC trimmed375,196$5M0.4%2026-Q2
FIRST TRUST ADVISORS LP added374,710$5M0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added343,363$5M0.3%2026-Q2
Woodline Partners LP added341,596$5M0.3%2026-Q2
GREAT LAKES ADVISORS, LLC trimmed331,464$5M0.3%2026-Q2
Creative Planning added310,328$4M0.3%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed303,831$4M0.3%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed302,829$4M0.3%2026-Q2
HSBC HOLDINGS PLC added295,219$4M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added264,137$4M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed251,516$4M0.2%2026-Q2
Legal & General Group Plc trimmed240,903$3M0.2%2026-Q2
Allianz Asset Management GmbH added234,583$3M0.2%2026-Q2
Invenomic Capital Management LP trimmed230,656$3M0.2%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added227,790$3M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added205,038$3M0.2%2026-Q2
PRUDENTIAL FINANCIAL INC trimmed199,638$3M0.2%2026-Q2
Russell Investments Group, Ltd. added196,427$3M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed190,779$3M0.2%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed190,522$3M0.2%2026-Q2
Swiss National Bank trimmed189,800$3M0.2%2026-Q2
Swedbank AB new171,050$2M0.2%2026-Q2
TEACHER RETIREMENT SYSTEM OF TEXAS trimmed165,288$2M0.2%2026-Q2
JPMORGAN CHASE & CO trimmed150,637$2M0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed149,593$2M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added146,213$2M0.1%2026-Q2
CITIGROUP INC added145,299$2M0.1%2026-Q2
ROYCE & ASSOCIATES LP added136,993$2M0.1%2026-Q2
WOLVERINE ASSET MANAGEMENT LLC131,490$2M0.1%2026-Q2
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added126,946$2M0.1%2026-Q2
ARMISTICE CAPITAL, LLC new126,227$2M0.1%2026-Q2
SEI INVESTMENTS CO trimmed122,301$2M0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed122,168$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed118,236$2M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC added113,962$2M0.1%2026-Q2
Quantinno Capital Management LP added111,256$2M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed109,271$2M0.1%2026-Q2
VIRGINIA RETIREMENT SYSTEMS ET Al added108,600$2M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P.107,995$1M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed106,262$2M0.1%2026-Q2
JENNISON ASSOCIATES LLC added103,790$1M0.1%2026-Q2
DEUTSCHE BANK AG\ added101,807$1M0.1%2026-Q2
Cinctive Capital Management LP added91,216$1M0.1%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD added90,821$1M0.1%2026-Q2
AUXIER ASSET MANAGEMENT LLC trimmed89,137$1M0.1%2026-Q2
WELLS FARGO & COMPANY/MN added88,435$1M0.1%2026-Q2
Gotham Asset Management, LLC trimmed83,919$1M0.1%2026-Q2
B. Metzler seel. Sohn & Co. AG77,157$1M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC added70,556$998K0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.65,000$919K0.1%2026-Q2
Mountain Lake Investment Management LLC new63,552$899K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd63,507$898K0.1%2026-Q2
Freestone Grove Partners LP added61,570$871K0.1%2026-Q2
Horizon Investments, LLC added60,213$851K0.1%2026-Q2
Walleye Trading LLC added59,702$844K0.1%2026-Q2
DENALI ADVISORS LLC58,455$827K0.1%2026-Q2
MetLife Investment Management, LLC added56,263$796K0.1%2026-Q2
Jump Financial, LLC added54,000$764K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added53,305$754K0.1%2026-Q2
SummitTX Capital, L.P. added52,831$747K0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed52,341$740K0.1%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