Sally Beauty Ownership | Who Owns Sally Beauty?
Sally Beauty Ownership Summary
Sally Beauty is owned by 106.99% institutional investors, 1.51% insiders. Blackrock is the largest institutional shareholder, holding 15.62% of SBH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.38% of its assets in Sally Beauty shares.
SBH Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Sally Beauty | 106.99% | 1.51% | -8.50% |
Sector | Consumer Cyclical Stocks | 59.80% | 12.55% | 27.65% |
Industry | Specialty Retail Stocks | 51.35% | 11.45% | 37.20% |
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 |
---|---|---|---|
Acuitas investments | 286.57K | 2.46% | $2.99M |
Profit investment management | 194.21K | 1.63% | $2.03M |
Polaris capital management | 2.39M | 1.21% | $25.00M |
Access investment management | 303.85K | 0.92% | $3.18M |
Invenomic capital management lp | 1.61M | 0.84% | $17.27M |
Hussman strategic advisors | 210.00K | 0.65% | $2.19M |
Arrowmark colorado | 4.43M | 0.57% | $47.54M |
Summerhaven investment management | 71.37K | 0.46% | $745.78K |
Landscape capital management | 403.88K | 0.37% | $4.33M |
Centerbook partners lp | 541.84K | 0.36% | $5.81M |
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 |
---|---|
Mendota financial group | -11.00 |
Nelson, van denburg & campbell wealth management group | -21.00 |
Innealta capital | -48.00 |
St germain d j | -78.00 |
Capital performance advisors llp | -92.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 244 | -0.41% | 109,491,554 | -4.19% | 106 | 0.89% | 110 | -12.00% | 92 | 19.48% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Small-Cap ETF | 6.54M | 6.38% | - |
Fidelity Low-Priced Stock | 6.13M | 5.98% | -1.66M |
Vanguard Total Stock Mkt Idx Inv | 3.23M | 3.15% | - |
iShares Russell 2000 ETF | 2.80M | 2.73% | -424.00 |
Vanguard Small Cap Index | 2.59M | 2.53% | 1.12K |
Polaris Capital Mgt Polaris Glbl Eq | 2.09M | 2.04% | 23.60K |
Fidelity Value | 2.02M | 1.97% | - |
Vanguard Explorer Inv | 1.96M | 1.91% | 65.80K |
Vanguard Small Cap Value Index Inv | 1.72M | 1.68% | -25.25K |
Jupiter Global Value Equity X Acc | 1.61M | 1.58% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Nov 25, 2024 | Sherman Scott C | See Remarks | Sell | $195.62K |
Nov 25, 2024 | McIntosh Kim | GVP, CONTROLLER & CAO | Sell | $62.48K |
Feb 22, 2024 | Sherman Scott C | See Remarks | Sell | $103.56K |
Feb 22, 2024 | Sherman Scott C | See Remarks | Sell | $25.96K |
Dec 12, 2023 | Paulonis Denise | President & CEO | Buy | $45.16K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q4 | - | 2 |
2024 Q1 | - | 2 |
2023 Q4 | 1 | - |
2023 Q2 | - | - |
2023 Q1 | - | 1 |
SBH Ownership FAQ
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