Sally Beauty Ownership | Who Owns Sally Beauty?

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Sally Beauty Ownership Summary

Sally Beauty is owned by 109.60% institutional investors, 1.51% insiders. Blackrock is the largest institutional shareholder, holding 15.62% of SBH shares. Fidelity Low-Priced Stock is the top mutual fund, with 7.65% of its assets in Sally Beauty shares.

SBH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sally Beauty	109.60%	1.51%	-11.10%
Sector	Consumer Cyclical Stocks	57.35%	11.97%	30.68%
Industry	Specialty Retail Stocks	48.62%	10.54%	40.85%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	16.29M	15.62%	$174.82M
Fmr	15.01M	14.39%	$161.04M
Vanguard group	12.28M	11.78%	$131.75M
State street	4.46M	4.28%	$47.90M
Arrowmark colorado	4.43M	4.25%	$47.54M
Lsv asset management	3.59M	3.44%	$38.48M
Victory capital management	3.50M	3.36%	$37.61M
Dimensional fund advisors lp	3.29M	3.15%	$35.28M
Wasatch advisors lp	3.19M	3.06%	$34.22M
Fisher asset management	2.68M	2.57%	$28.80M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Profit investment management	249.37K	1.67%	$2.68M
Polaris capital management	2.37M	1.36%	$25.46M
Acuitas investments	196.94K	1.13%	$2.11M
Access investment management	250.00K	0.87%	$2.68M
Invenomic capital management lp	1.61M	0.84%	$17.27M
Arrowmark colorado	4.43M	0.57%	$47.54M
Landscape capital management	403.88K	0.37%	$4.33M
Centerbook partners lp	541.84K	0.36%	$5.81M
Hussman strategic advisors	105.00K	0.31%	$1.13M
Weiss asset management lp	677.36K	0.27%	$7.27M

Top Buyers

Holder	Shares	% Assets	Change
Balyasny asset management	1.33M	0.02%	1.25M
Marshall wace, llp	1.10M	0.02%	1.10M
Dimensional fund advisors lp	3.29M	0.01%	833.72K
Millennium management	847.96K	0.00%	766.82K
D. e. shaw	1.61M	0.02%	689.08K

Top Sellers

Holder	Shares	% Assets	Change
Champlain investment partners	-	-	-3.87M
Schroder investment management group	-	-	-3.74M
Arrowstreet capital, limited partnership	-	-	-1.62M
Fmr	15.01M	0.01%	-723.87K
Teacher retirement system of texas	11.01K	0.00%	-602.14K

New Positions

Holder	Shares	% Assets	Change	Value
Marshall wace, llp	1.10M	0.02%	1.10M	$11.80M
Weiss asset management lp	677.36K	0.27%	677.36K	$7.27M
Landscape capital management	403.88K	0.37%	403.88K	$4.33M
Norges bank	301.30K	0.00%	301.30K	$3.23M
Corebridge financial	60.53K	0.00%	60.53K	$649.44K

Sold Out

Holder	Change
Nelson, van denburg & campbell wealth management group	-21.00
Innealta capital	-48.00
St germain d j	-78.00
Bell investment advisors	-101.00
Ancora advisors	-255.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	245	6.52%	114,283,061	-0.86%	109	0.90%	125	20.19%	77	-7.23%
Mar 31, 2024	230	7.98%	115,273,635	0.33%	110	0.94%	104	-3.70%	83	12.16%
Dec 31, 2023	213	0.47%	114,896,496	2.91%	108	1.00%	108	6.93%	74	-
Sep 30, 2023	212	4.43%	111,651,544	-3.08%	104	0.91%	101	12.22%	74	2.78%
Jun 30, 2023	203	-8.97%	115,199,659	-3.35%	107	0.87%	90	-6.25%	72	-15.29%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Fidelity Low-Priced Stock	7.86M	7.65%	-3.73K
iShares Core S&P Small-Cap ETF	6.55M	6.38%	6.88K
Vanguard Total Stock Mkt Idx Inv	3.25M	3.17%	5.28K
iShares Russell 2000 ETF	2.67M	2.60%	-6.01K
Vanguard Small Cap Index	2.58M	2.51%	5.05K
Polaris Capital Mgt Polaris Glbl Eq	2.09M	2.04%	23.60K
Fidelity Value	2.02M	1.96%	-
Vanguard Explorer Inv	1.89M	1.84%	-
Vanguard Small Cap Value Index Inv	1.74M	1.69%	-600.00
Jupiter Global Value Equity X Acc	1.61M	1.57%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 22, 2024	Sherman Scott C	See Remarks	Sell	$25.96K
Feb 22, 2024	Sherman Scott C	See Remarks	Sell	$103.56K
Dec 12, 2023	Paulonis Denise	President & CEO	Buy	$45.16K
Feb 16, 2023	Spinks Mark Gregory	See Remarks	Sell	$609.13K
Mar 02, 2022	Goss John Howard JR	SVP & President, Sally Beauty	Sell	$381.64K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q1	-	2
2023 Q4	1	-
2023 Q2	-	-
2023 Q1	-	1

SBH Ownership FAQ

Who Owns Sally Beauty?

Sally Beauty shareholders are primarily institutional investors at 109.60%, followed by 1.51% insiders and -11.11% retail investors. The average institutional ownership in Sally Beauty's industry, Specialty Retail Stocks , is 48.62%, which Sally Beauty exceeds.

Who owns the most shares of Sally Beauty?

Sally Beauty’s largest shareholders are Blackrock (16.29M shares, 15.62%), Fmr (15.01M shares, 14.39%), and Vanguard group (12.28M shares, 11.78%). Together, they hold 41.79% of Sally Beauty’s total shares outstanding.

Does Blackrock own Sally Beauty?

Yes, BlackRock owns 15.62% of Sally Beauty, totaling 16.29M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 174.82M$. In the last quarter, BlackRock decreased its holdings by -444K shares, a -2.65% change.

Who is Sally Beauty’s biggest shareholder by percentage of total assets invested?

Profit investment management is Sally Beauty’s biggest shareholder by percentage of total assets invested, with 1.67% of its assets in 249.36K Sally Beauty shares, valued at 2.68M$.

Who is the top mutual fund holder of Sally Beauty shares?

Fidelity Low-Priced Stock is the top mutual fund holder of Sally Beauty shares, with 7.65% of its total shares outstanding invested in 7.86M Sally Beauty shares.

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