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Sally Beauty Ownership | Who Owns Sally Beauty?

OverviewForecastRevenueFinancialsChartTranscripts

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. Fidelity Low-Priced Stock is the top mutual fund, with 7.71% of its assets in Sally Beauty shares.

SBH Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSally Beauty106.99%1.51%-8.50%
SectorConsumer Cyclical Stocks 59.49%12.59%27.92%
IndustrySpecialty Retail Stocks 50.74%11.31%37.95%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock16.29M15.62%$174.82M
Fmr15.01M14.39%$161.04M
Vanguard group12.28M11.78%$131.75M
State street4.46M4.28%$47.90M
Arrowmark colorado4.43M4.25%$47.54M
Lsv asset management3.59M3.44%$38.48M
Victory capital management3.50M3.36%$37.61M
Dimensional fund advisors lp3.29M3.15%$35.28M
Wasatch advisors lp3.19M3.06%$34.22M
Fisher asset management2.68M2.57%$28.80M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Profit investment management249.37K1.67%$2.68M
Polaris capital management2.37M1.36%$25.46M
Acuitas investments196.94K1.13%$2.11M
Access investment management250.00K0.87%$2.68M
Invenomic capital management lp1.61M0.84%$17.27M
Arrowmark colorado4.43M0.57%$47.54M
Landscape capital management403.88K0.37%$4.33M
Centerbook partners lp541.84K0.36%$5.81M
Hussman strategic advisors105.00K0.31%$1.13M
Weiss asset management lp677.36K0.27%$7.27M

Top Buyers

HolderShares% AssetsChange
Balyasny asset management1.33M0.02%1.25M
Marshall wace, llp1.10M0.02%1.10M
Dimensional fund advisors lp3.29M0.01%833.72K
Millennium management847.96K0.00%766.82K
D. e. shaw1.61M0.02%689.08K

Top Sellers

HolderShares% AssetsChange
Champlain investment partners---3.87M
Schroder investment management group---3.74M
Arrowstreet capital, limited partnership---1.62M
Fmr15.01M0.01%-723.87K
Teacher retirement system of texas11.01K0.00%-602.14K

New Positions

HolderShares% AssetsChangeValue
Marshall wace, llp1.10M0.02%1.10M$11.80M
Weiss asset management lp677.36K0.27%677.36K$7.27M
Landscape capital management403.88K0.37%403.88K$4.33M
Norges bank301.30K0.00%301.30K$3.23M
Corebridge financial60.53K0.00%60.53K$649.44K

Sold Out

HolderChange
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

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 2024244-0.41%109,491,554-4.19%1060.89%110-12.00%9219.48%
Jun 30, 20242456.52%114,283,061-0.86%1090.90%12520.19%77-7.23%
Mar 31, 20242307.98%115,273,6350.33%1100.94%104-3.70%8312.16%
Dec 31, 20232130.47%114,896,4962.91%1081.00%1086.93%74-
Sep 30, 20232124.43%111,651,544-3.08%1040.91%10112.22%742.78%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Fidelity Low-Priced Stock7.86M7.71%-
iShares Core S&P Small-Cap ETF6.63M6.51%3.44K
Vanguard Total Stock Mkt Idx Inv3.25M3.17%5.28K
iShares Russell 2000 ETF2.87M2.82%-6.01K
Vanguard Small Cap Index2.58M2.51%5.05K
Polaris Capital Mgt Polaris Glbl Eq2.09M2.04%23.60K
Fidelity Value2.02M1.96%-
Vanguard Explorer Inv1.89M1.84%-
Vanguard Small Cap Value Index Inv1.74M1.69%-600.00
Jupiter Global Value Equity X Acc1.61M1.58%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 25, 2024Sherman Scott C See RemarksSell$195.62K
Nov 25, 2024McIntosh Kim GVP, CONTROLLER & CAOSell$62.48K
Feb 22, 2024Sherman Scott C See RemarksSell$103.56K
Feb 22, 2024Sherman Scott C See RemarksSell$25.96K
Dec 12, 2023Paulonis Denise President & CEOBuy$45.16K

Insider Transactions Trends

DateBuySell
2024 Q4-2
2024 Q1-2
2023 Q41-
2023 Q2--
2023 Q1-1

SBH Ownership FAQ

Who Owns Sally Beauty?

Sally Beauty shareholders are primarily institutional investors at 106.99%, followed by 1.51% insiders and -8.50% retail investors. The average institutional ownership in Sally Beauty's industry, Specialty Retail Stocks , is 50.74%, 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 7.71% of its total shares outstanding invested in 7.86M Sally Beauty shares.

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