DaveManuel.com · Institutional Ownership · Who Owns It
SALLY BEAUTY HLDGS INC (SBH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
250
Reporting holders
$1.5B
Reported value
110.6%
Of shares outstanding
0.0%
Calls
0.4%
Puts
-15
Holder change
Institutions report 103,557,965 shares against 93,622,292 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $223.2M | 15,783,038 | 0.00% | 8q | +4.0%+$8.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $90.9M | 6,428,015 | 0.00% | 2q | +2.1%+$1.8M |
| DIMENSIONAL FUND ADVISORS LP | $85.6M | 6,054,462 | 0.02% | 31q | +3.1%+$2.6M |
| LSV ASSET MANAGEMENT | $63.0M | 4,457,727 | 0.11% | 31q | +14.9%+$8.2M |
| STATE STREET CORP | $62.8M | 4,439,992 | 0.00% | 31q | +1.4%+$864.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $60.0M | 4,243,510 | 0.00% | 2q | HELD |
| Fisher Asset Management, LLC | $53.2M | 3,759,581 | 0.02% | 24q | -2.4%-$1.3M |
| FMR LLC | $52.8M | 3,735,366 | 0.00% | 31q | +2.8%+$1.5M |
| AMERICAN CENTURY COMPANIES INC | $47.7M | 3,371,070 | 0.02% | 16q | +18.9%+$7.6M |
| VICTORY CAPITAL MANAGEMENT INC | $46.9M | 3,313,531 | 0.03% | 31q | +8.3%+$3.6M |
| WASATCH ADVISORS LP | $46.7M | 3,305,986 | 0.31% | 4q | -2.6%-$1.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $46.1M | 3,257,918 | 0.00% | 31q | +28.3%+$10.2M |
| Ranmore Fund Management Ltd | $42.4M | 2,995,854 | 4.69% | 7q | +23.4%+$8.0M |
| D. E. Shaw & Co., Inc. | $41.5M | 2,933,962 | 0.02% | 31q | +6.4%+$2.5M |
| GOLDMAN SACHS GROUP INC | $34.7M | 2,452,890 | 0.00% | 31q | -32.2%-$16.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.6M | 2,023,476 | 0.00% | 31q | -16.8%-$5.8M |
| MORGAN STANLEY | $22.4M | 1,583,616 | 0.00% | 35q | -3.4%-$792.5K |
| JUPITER ASSET MANAGEMENT LTD | $19.8M | 1,403,200 | 0.10% | 16q | HELD |
| Invesco Ltd. | $19.0M | 1,340,691 | 0.00% | 31q | +16.0%+$2.6M |
| MARSHALL WACE, LLP | $16.3M | 1,153,626 | 0.01% | 5q | +109.2%+$8.5M |
| NORTHERN TRUST CORP | $15.6M | 1,105,921 | 0.00% | 31q | +4.2%+$631.3K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $14.1M | 996,900 | 0.25% | 11q | +1.9%+$260.3K |
| CSM Advisors, LLC | $11.8M | 836,675 | 0.25% | 5q | +22.7%+$2.2M |
| GAMCO INVESTORS, INC. ET AL | $11.4M | 806,050 | 0.10% | 15q | -0.9%-$101.8K |
| MILLENNIUM MANAGEMENT LLC | $11.1M | 788,145 | 0.00% | 21q | +5.7%+$600.5K |
| Cambria Investment Management, L.P. | $9.9M | 698,098 | 0.49% | 2q | +3445.3%+$9.6M |
| Bank of New York Mellon Corp | $9.3M | 661,006 | 0.00% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $9.0M | 633,915 | 0.00% | 2q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $8.5M | 597,875 | 0.00% | 31q | HELD |
| Pacer Advisors, Inc. | $8.3M | 587,140 | 0.02% | 2q | HELD |
| Public Sector Pension Investment Board | $8.0M | 568,598 | 0.02% | 24q | -56.9%-$10.6M |
| Access Investment Management LLC | $8.0M | 566,724 | 2.05% | 10q | +0.5%+$40.6K |
| Hillsdale Investment Management Inc. | $8.0M | 565,476 | 0.18% | 7q | +15.4%+$1.1M |
| UBS Group AG | $7.8M | 554,346 | 0.00% | 31q | -24.6%-$2.6M |
| Empowered Funds, LLC | $7.3M | 513,695 | 0.04% | 2q | +6.8%+$460.6K |
| AMERIPRISE FINANCIAL INC | $7.1M | 501,969 | 0.00% | 31q | +2.6%+$178.4K |
| GABELLI FUNDS LLC | $6.5M | 461,072 | 0.04% | 15q | -9.9%-$717.3K |
| Qube Research & Technologies Ltd | $6.4M | 453,026 | 0.01% | 8q | +122.4%+$3.5M |
| CX Institutional | $6.4M | 450,630 | 0.18% | 2q | +7.8%+$463.0K |
| Nuveen, LLC | $5.6M | 394,493 | 0.00% | 6q | +1.9%+$101.7K |
| CastleKnight Management LP | $5.5M | 392,050 | 0.08% | 7q | HELD |
| FRANKLIN RESOURCES INC | $5.4M | 384,126 | 0.00% | 13q | +1.5%+$82.1K |
| Squarepoint Ops LLC | $5.3M | 375,196 | 0.01% | 4q | -51.8%-$5.7M |
| FIRST TRUST ADVISORS LP | $5.3M | 374,710 | 0.00% | 27q | +29.3%+$1.2M |
| Woodline Partners LP | $4.8M | 341,596 | 0.01% | 2q | +254.2%+$3.5M |
| AQR CAPITAL MANAGEMENT LLC | $4.8M | 343,363 | 0.00% | 31q | +7.7%+$345.3K |
| GREAT LAKES ADVISORS, LLC | $4.7M | 331,464 | 0.04% | 12q | -9.4%-$485.8K |
| Creative Planning | $4.4M | 310,328 | 0.00% | 11q | +92.7%+$2.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $4.3M | 303,831 | 0.01% | 7q | -6.9%-$316.5K |
| RAYMOND JAMES FINANCIAL INC | $4.3M | 302,829 | 0.00% | 5q | -12.7%-$620.7K |
| HSBC HOLDINGS PLC | $4.2M | 295,219 | 0.00% | 2q | +58.5%+$1.5M |
| GROUP ONE TRADING LLC | $3.8M incl. $3.5M options CALL+PUT | 23,992 | 0.01% | 15q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.7M | 264,137 | 0.00% | 31q | +3.4%+$124.1K |
| RHUMBLINE ADVISERS | $3.6M | 251,516 | 0.00% | 31q | -11.9%-$481.4K |
| Legal & General Group Plc | $3.4M | 240,903 | 0.00% | 31q | -1.3%-$44.6K |
| Allianz Asset Management GmbH | $3.3M | 234,583 | 0.00% | 13q | +24.2%+$645.9K |
| Invenomic Capital Management LP | $3.3M | 230,656 | 0.19% | 11q | -19.1%-$767.9K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $3.2M | 227,790 | 0.01% | 31q | +10.4%+$303.0K |
| CAPITAL FUND MANAGEMENT S.A. | $2.9M | 205,038 | 0.01% | 2q | +672.6%+$2.5M |
| BESSEMER GROUP INC | $2.8M | 200,271 | 0.00% | 13q | HELD |
| PRUDENTIAL FINANCIAL INC | $2.8M | 199,638 | 0.00% | 31q | -21.2%-$761.7K |
| Russell Investments Group, Ltd. | $2.8M | 196,427 | 0.00% | 31q | +36.5%+$743.3K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $2.7M | 190,779 | 0.00% | 5q | HELD |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.7M | 190,522 | 0.00% | 8q | -82.9%-$13.1M |
| Swiss National Bank | $2.7M | 189,800 | 0.00% | 31q | -2.5%-$69.3K |
| Janney Montgomery Scott LLC | $2.7M | 189,311 | 0.01% | 5q | +5.0%+$128.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M incl. $2.0M options PUT | 51,156 | 0.00% | 31q | -4.2%-$117.7K |
| Swedbank AB | $2.4M | 171,050 | 0.00% | new | NEW |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $2.3M | 165,288 | 0.01% | 11q | -53.9%-$2.7M |
| JPMORGAN CHASE & CO | $2.2M | 150,637 | 0.00% | 31q | -13.7%-$349.8K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 149,593 | 0.00% | 31q | -61.1%-$3.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.1M | 146,213 | 0.00% | 31q | +13.2%+$240.4K |
| CITIGROUP INC | $2.1M | 145,299 | 0.00% | 31q | +487.8%+$1.7M |
| ROYCE & ASSOCIATES LP | $1.9M | 136,993 | 0.02% | 5q | +127.4%+$1.1M |
| WOLVERINE ASSET MANAGEMENT LLC | $1.9M | 131,490 | 0.02% | 10q | HELD |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $1.8M | 126,946 | 0.12% | new | NEW |
| ARMISTICE CAPITAL, LLC | $1.8M | 126,227 | 0.02% | new | NEW |
| SEI INVESTMENTS CO | $1.7M | 122,301 | 0.00% | 14q | -38.9%-$1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $1.7M | 122,168 | 0.00% | 3q | -5.4%-$99.3K |
| CITADEL ADVISORS LLC | $1.7M incl. $182.4K options PUT | 106,262 | 0.00% | 31q | -21.8%-$469.2K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.7M | 118,236 | 0.00% | 31q | -2.6%-$44.7K |
| EXCHANGE TRADED CONCEPTS, LLC | $1.6M | 113,962 | 0.01% | 6q | +5.8%+$88.8K |
| Quantinno Capital Management LP | $1.6M | 111,256 | 0.00% | 5q | +77.8%+$688.2K |
| Vanguard Global Advisers, LLC | $1.5M | 109,271 | 0.00% | 2q | -27.2%-$577.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.5M | 108,600 | 0.01% | 6q | +5.5%+$80.6K |
| ALLIANCEBERNSTEIN L.P. | $1.5M | 107,995 | 0.00% | 31q | HELD |
| JENNISON ASSOCIATES LLC | $1.5M | 103,790 | 0.00% | 3q | +3.4%+$47.8K |
| DEUTSCHE BANK AG\ | $1.4M | 101,807 | 0.00% | 34q | +13.9%+$175.6K |
| Cinctive Capital Management LP | $1.3M | 91,216 | 0.05% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.3M | 90,821 | 0.00% | 2q | +19.3%+$207.4K |
| AUXIER ASSET MANAGEMENT LLC | $1.3M | 89,137 | 0.17% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $1.3M | 88,435 | 0.00% | 31q | +99.8%+$624.6K |
| Gotham Asset Management, LLC | $1.2M | 83,919 | 0.00% | 15q | -38.4%-$740.7K |
| CANADA LIFE ASSURANCE Co | $1.2M | 83,590 | 0.00% | 27q | -4.5%-$55.9K |
| Walleye Trading LLC | $1.1M incl. $282.8K options PUT | 59,702 | 0.00% | 6q | +34.8%+$291.2K |
| B. Metzler seel. Sohn & Co. AG | $1.1M | 77,157 | 0.01% | 4q | HELD |
| State of Alaska, Department of Revenue | $998.0K | 70,609 | 0.01% | 28q | -15.0%-$176.2K |
| VOYA INVESTMENT MANAGEMENT LLC | $997.7K | 70,556 | 0.00% | 31q | +3.3%+$31.6K |
| SG Americas Securities, LLC | $989.0K | 69,920 | 0.00% | 6q | +3.0%+$29.2K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $919.0K | 65,000 | 0.00% | 3q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-08 | 13G/A | Dimensional Fund Advisors LP | 6.5% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-08 | Platz Marlo Michelle Cormier | Former SVP & CFO | Sold | 42,771 | $543.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 56 | $129.1M | 7,891,296 | 10 | 19 | 14 | 0.0% |
| Q2 2026 | 250 | $1.5B | 103,557,965 | 33 | 83 | 82 | 0.4% |
| Q1 2026 | 265 | $1.4B | 103,386,921 | 41 | 75 | 88 | 0.8% |
| Q4 2025 | 254 | $1.5B | 105,332,259 | 37 | 79 | 82 | 0.1% |
| Q3 2025 | 255 | $1.8B | 108,156,888 | 46 | 73 | 85 | 1.0% |
| Q2 2025 | 236 | $1.0B | 107,553,469 | 30 | 86 | 82 | 0.8% |
| Q1 2025 | 247 | $1.0B | 114,451,978 | 36 | 92 | 76 | 0.7% |
| Q4 2024 | 249 | $1.2B | 111,535,864 | 31 | 103 | 60 | 0.2% |
| Q3 2024 | 244 | $1.5B | 110,739,786 | 38 | 70 | 91 | 0.3% |
| Q2 2024 | 244 | $1.2B | 114,536,304 | 37 | 80 | 77 | 0.5% |
| Q1 2024 | 232 | $1.5B | 120,883,209 | 40 | 65 | 77 | 0.4% |
| Q4 2023 | 207 | $1.6B | 117,603,631 | 34 | 65 | 71 | 0.6% |
| Q3 2023 | 209 | $941.3M | 111,915,909 | 31 | 63 | 71 | 0.3% |
| Q2 2023 | 199 | $1.4B | 115,199,637 | 23 | 62 | 68 | 0.3% |
| Q1 2023 | 216 | $2.1B | 135,609,546 | 31 | 61 | 83 | 0.3% |
| Q4 2022 | 217 | $1.5B | 115,682,402 | 43 | 65 | 75 | 2.0% |
| Q3 2022 | 185 | $1.6B | 126,563,262 | 25 | 56 | 66 | 0.4% |
| Q2 2022 | 184 | $1.5B | 124,621,318 | 23 | 52 | 72 | 0.4% |
| Q1 2022 | 197 | $2.0B | 128,647,919 | 25 | 57 | 71 | 0.5% |
| Q4 2021 | 204 | $2.8B | 150,117,380 | 25 | 47 | 78 | 0.5% |
| Q3 2021 | 194 | $2.6B | 153,822,021 | 27 | 43 | 70 | 0.4% |
| Q2 2021 | 206 | $3.5B | 155,154,071 | 33 | 56 | 67 | 1.2% |
| Q1 2021 | 203 | $3.1B | 154,516,511 | 42 | 46 | 71 | 1.3% |
| Q4 2020 | 187 | $2.1B | 162,992,826 | 30 | 58 | 62 | 0.1% |
| Q3 2020 | 199 | $1.6B | 183,510,175 | 29 | 53 | 77 | 0.3% |
| Q2 2020 | 206 | $2.4B | 187,476,927 | 46 | 51 | 74 | 0.2% |
| Q1 2020 | 206 | $2.9B | 357,784,777 | 31 | 51 | 77 | 0.0% |
| Q4 2019 | 217 | $12.8B | 701,802,600 | 31 | 48 | 93 | 0.0% |
| Q3 2019 | 218 | $10.8B | 721,497,647 | 41 | 62 | 71 | 0.1% |
| Q2 2019 | 226 | $8.7B | 648,022,834 | 30 | 69 | 75 | 0.3% |
| Q1 2019 | 243 | $10.3B | 558,264,523 | 33 | 81 | 79 | 0.0% |
| Q4 2018 | 250 | $11.7B | 683,316,366 | 6 | 4 | 2 | 0.0% |