Sally Beauty Ownership | Who Owns Sally Beauty?

Overview Forecast RevenueFinancials Chart Transcripts

Sally Beauty Ownership Summary

Sally Beauty is owned by 101.31% institutional investors, 0.83% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 16.35% of SBH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.18% of its assets in Sally Beauty shares.

SBH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sally Beauty	101.31%	0.83%	-2.13%
Sector	Consumer Cyclical Stocks	48.44%	13.23%	38.33%
Industry	Specialty Retail Stocks	43.48%	11.88%	44.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	16.99M	16.35%	$177.54M
Blackrock	16.29M	15.62%	$174.82M
Vanguard group	12.43M	11.96%	$129.88M
Fmr	9.55M	9.19%	$99.78M
State street	4.46M	4.28%	$47.90M
Dimensional fund advisors lp	4.05M	3.90%	$42.32M
Arrowmark colorado	4.02M	3.87%	$42.04M
Victory capital management	3.67M	3.53%	$38.37M
Lsv asset management	3.12M	3.00%	$32.58M
Charles schwab investment management	2.61M	2.51%	$27.23M

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
Hussman strategic advisors	210.00K	0.65%	$2.19M
Arrowmark colorado	4.02M	0.57%	$42.04M
Summerhaven investment management	71.37K	0.46%	$745.78K
Invenomic capital management lp	725.69K	0.36%	$7.58M
Olympiad research lp	26.12K	0.28%	$272.95K
Bridgeway capital management	986.30K	0.23%	$10.31M

Top Buyers

Holder	Shares	% Assets	Change
Qube research	1.82M	0.03%	1.78M
Millennium management	1.14M	0.01%	1.05M
Blackrock funding, inc. /de	16.99M	0.00%	823.68K
Invesco	1.42M	0.00%	716.61K
Renaissance	645.52K	0.01%	645.52K

Top Sellers

Holder	Shares	% Assets	Change
Fmr	9.55M	0.01%	-5.85M
Champlain investment partners	-	-	-3.87M
Schroder investment management group	-	-	-3.74M
Wasatch advisors lp	-	-	-2.07M
D. e. shaw	1.35M	0.01%	-816.97K

New Positions

Holder	Shares	% Assets	Change	Value
Renaissance	645.52K	0.01%	645.52K	$6.75M
Hillsdale investment management	303.98K	0.16%	303.98K	$3.18M
Panagora asset management	230.38K	0.01%	230.38K	$2.41M
Intrinsic edge capital management	130.69K	0.17%	130.69K	$1.37M
Norges bank	123.92K	0.00%	123.92K	$1.29M

Sold Out

Holder	Change
Mendota financial group	-11.00
Coppell advisory solutions	-14.00
Nelson, van denburg & campbell wealth management group	-21.00
Innealta capital	-48.00
Srs capital advisors	-68.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	234	-5.26%	105,298,267	-4.33%	101	0.88%	134	19.64%	61	-33.70%
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	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	6.30M	6.18%	4.37K
Fidelity Low-Priced Stock	3.90M	3.83%	-885.82K
Vanguard US Total Market Shares ETF	3.25M	3.19%	-
Vanguard Total Stock Mkt Idx Inv	3.23M	3.17%	-
iShares Russell 2000 ETF	2.71M	2.66%	-23.48K
Vanguard Small Cap Index	2.60M	2.55%	2.12K
Polaris Capital Mgt Polaris Glbl Eq	2.09M	2.04%	-4.40K
Fidelity Value	2.02M	1.97%	-
Vanguard Explorer Inv	1.96M	1.91%	65.80K
Vanguard Small Cap Value Index Inv	1.71M	1.68%	-4.50K

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

Who Owns Sally Beauty?

Sally Beauty shareholders are primarily institutional investors at 101.31%, followed by 0.83% insiders and -2.14% retail investors. The average institutional ownership in Sally Beauty's industry, Specialty Retail Stocks , is 43.48%, which Sally Beauty exceeds.

Who owns the most shares of Sally Beauty?

Sally Beauty’s largest shareholders are Blackrock funding, inc. /de (16.99M shares, 16.35%), Blackrock (16.29M shares, 15.62%), and Vanguard group (12.43M shares, 11.96%). Together, they hold 43.93% 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?

Acuitas investments is Sally Beauty’s biggest shareholder by percentage of total assets invested, with 2.46% of its assets in 286.58K Sally Beauty shares, valued at 2.99M$.

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

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Sally Beauty shares, with 6.18% of its total shares outstanding invested in 6.3M Sally Beauty shares.

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