Beazer Homes USA Ownership | Who Owns Beazer Homes USA?
Beazer Homes USA Ownership Summary
Beazer Homes USA is owned by 83.87% institutional investors, 6.16% insiders, and 9.97% retail investors. Donald smith is the largest institutional shareholder, holding 10.03% of BZH shares. Donald Smith & Co. All Eq Accounts Comp is the top mutual fund, with 9.99% of its assets in Beazer Homes USA shares.
BZH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Beazer Homes USA | 83.87% | 6.16% | 9.97% |
| Sector | Consumer Cyclical Stocks | 59.49% | 12.59% | 27.92% |
| Industry | Residential Construction Stocks | 81.54% | 8.95% | 9.52% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Donald smith | 3.09M | 10.03% | $84.83M |
| Blackrock | 3.08M | 10.00% | $84.59M |
| Vanguard group | 2.06M | 6.71% | $56.70M |
| Capital world investors | 1.66M | 5.39% | $45.61M |
| State street | 1.22M | 3.96% | $33.51M |
| Dimensional fund advisors lp | 1.09M | 3.53% | $29.83M |
| Geode capital management | 671.80K | 2.18% | $18.46M |
| Boston partners | 629.72K | 2.05% | $17.70M |
| Morgan stanley | 517.83K | 1.68% | $14.23M |
| Winslow asset management | 489.61K | 1.59% | $13.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Brightline capital management | 488.00K | 6.66% | $13.41M |
| Gratia capital | 186.65K | 4.87% | $5.13M |
| Nokomis capital | 426.89K | 4.18% | $11.73M |
| Mill road capital management | 194.59K | 2.85% | $5.35M |
| Winslow asset management | 489.61K | 2.65% | $13.46M |
| Donald smith | 3.09M | 2.16% | $84.83M |
| Angelo gordon | 128.18K | 1.33% | $3.52M |
| Register financial advisors | 63.48K | 0.88% | $1.74M |
| Ghe | 58.57K | 0.65% | $1.61M |
| Jamison private wealth management | 78.76K | 0.36% | $2.16M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| State street | 1.22M | 0.00% | 573.20K |
| Nokomis capital | 426.89K | 4.18% | 224.29K |
| Mill road capital management | 194.59K | 2.85% | 194.59K |
| Boston partners | 629.72K | 0.02% | 148.69K |
| Donald smith | 3.09M | 2.16% | 143.66K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Driehaus capital management | - | - | -456.58K |
| Carlson capital l p | - | - | -365.09K |
| American century companies | 286.68K | 0.00% | -281.91K |
| Acadian asset management | 323.25K | 0.03% | -279.76K |
| Emg | - | - | -247.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mill road capital management | 194.59K | 2.85% | 194.59K | $5.35M |
| Angelo gordon | 128.18K | 1.33% | 128.18K | $3.52M |
| First trust advisors lp | 126.06K | 0.00% | 126.06K | $3.46M |
| Voloridge investment management | 47.81K | 0.00% | 47.81K | $1.31M |
| Ritholtz wealth management | 19.85K | 0.02% | 19.85K | $545.40K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Avion wealth | -22.00 |
| C m bidwell & associates | -135.00 |
| Harbour investments | -145.00 |
| Plato investment management | -414.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 212 | 9.84% | 25,621,464 | -1.95% | 83 | 1.14% | 104 | -5.45% | 60 | 20.00% |
| Jun 30, 2024 | 190 | 3.26% | 26,118,481 | 0.85% | 84 | 1.20% | 108 | 35.00% | 49 | -26.87% |
| Mar 31, 2024 | 184 | -9.36% | 25,899,379 | -4.23% | 84 | 1.08% | 80 | -13.98% | 67 | -11.84% |
| Dec 31, 2023 | 203 | 0.99% | 27,044,468 | 2.66% | 88 | 1.17% | 93 | -15.45% | 76 | 35.71% |
| Sep 30, 2023 | 201 | 6.35% | 26,343,892 | 6.31% | 86 | 1.31% | 110 | 6.80% | 56 | 5.66% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Donald Smith & Co. All Eq Accounts Comp | 3.11M | 9.99% | 44.10K |
| American Funds SMALLCAP World A | 1.66M | 5.34% | - |
| Vanguard Total Stock Mkt Idx Inv | 935.42K | 3.01% | 1.39K |
| iShares Russell 2000 ETF | 821.44K | 2.65% | -1.72K |
| Donald Smith & Co. All Cap Val Eq | 690.64K | 2.22% | - |
| SPDR® S&P Homebuilders ETF | 551.24K | 1.78% | - |
| First Eagle Small Cap Opportunity I | 495.63K | 1.60% | 6.37K |
| First Eagle US Small Cap Strategy | 489.27K | 1.57% | 88.38K |
| Vanguard Institutional Extnd Mkt Idx Tr | 404.36K | 1.30% | -1.31K |
| Fidelity Small Cap Index | 305.43K | 0.98% | -4.74K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 12, 2024 | Goldberg David I | SVP, Chief Financial Officer | Sell | $76.50K |
| Nov 12, 2024 | Goldberg David I | SVP, Chief Financial Officer | Sell | $117.69K |
| Jul 16, 2024 | Belknap Keith L Jr | EVP, General Counsel | Sell | $2.67M |
| Jul 15, 2024 | Belknap Keith L Jr | EVP, General Counsel | Sell | $414.56K |
| Jul 12, 2024 | Belknap Keith L Jr | EVP, General Counsel | Sell | $413.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
BZH Ownership FAQ
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