SBH Institutional Ownership
Sally Beauty Holdings, Inc.
1W: +0.8%
1M: +1.5%
3M: +11.6%
YTD: +18.6%
1Y: +13.3%
3Y: +116.1%
5Y: +9.4%
$17.18
-0.25 (-1.43%)
After Hours: $17.38 (+0.20, +1.14%)
Weekly Expected Move ±6.2%
$15
$16
$17
$18
$20
Credit Risk of going bust: higher than 56% of companies Debt: 48.2% of company value Bonds: $73.3M held by 95 funds, 184 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.67 (down 96%), Sally Beauty Holdings, Inc. would be worth roughly what it owes.
Total debt $1.52B against a stock market value of $1.63B.
Distance to default 4.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $405.8M (short-term plus half of long-term), stock volatility 42.6%; Altman Z'' 3.96. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $0.67 (down 96%), Sally Beauty Holdings, Inc. would be worth roughly what it owes.
Total debt $1.52B against a stock market value of $1.63B.
Distance to default 4.62 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $405.8M (short-term plus half of long-term), stock volatility 42.6%; Altman Z'' 3.96. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SBH
294
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$1B
Total Invested
36
New Positions
86
Increased
130
Reduced
43
Closed
2.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STATE STREET CORP NEW | 4,439,992 | $76M | +4,439,992 | — | 1Q | SEC ↗ |
| 2 | WASATCH ADVISORS LP | 3,213,008 | $55M | -92,978 | -2.8% | 3Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC NEW | 2,452,890 | $42M | +2,452,890 | — | 1Q | SEC ↗ |
| 4 | CALIFORNIA STATE TEACHERS RETIREMENT S | 1,671,857 | $29M | +1,550,463 | +1277.2% | 2Q | SEC ↗ |
| 5 | MARSHALL WACE, LLP NEW | 1,153,626 | $20M | +1,153,626 | — | 1Q | SEC ↗ |
| 6 | GAMCO INVESTORS, INC. ET AL NEW | 806,050 | $14M | +806,050 | — | 1Q | SEC ↗ |
| 7 | PRINCIPAL FINANCIAL GROUP INC NEW | 597,875 | $10M | +597,875 | — | 1Q | SEC ↗ |
| 8 | Access Investment Management LLC NEW | 574,104 | $10M | +574,104 | — | 1Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC NEW | 489,353 | $8M | +489,353 | — | 1Q | SEC ↗ |
| 10 | GABELLI FUNDS LLC NEW | 461,072 | $8M | +461,072 | — | 1Q | SEC ↗ |
| 11 | CX Institutional | 450,630 | $8M | +32,740 | +7.8% | 2Q | SEC ↗ |
| 12 | HSBC HOLDINGS PLC | 295,219 | $5M | +275,961 | +1433.0% | 2Q | SEC ↗ |
| 13 | Allianz Asset Management GmbH NEW | 234,583 | $4M | +234,583 | — | 1Q | SEC ↗ |
| 14 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 227,790 | $4M | +227,790 | — | 1Q | SEC ↗ |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 190,522 | $3M | +190,522 | — | 1Q | SEC ↗ |
| 16 | EXCHANGE TRADED CONCEPTS, LLC NEW | 113,962 | $2M | +113,962 | — | 1Q | SEC ↗ |
| 17 | VIRGINIA RETIREMENT SYSTEMS ET Al NEW | 108,600 | $2M | +108,600 | — | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC NEW | 106,262 | $2M | +106,262 | — | 1Q | SEC ↗ |
| 19 | B. Metzler seel. Sohn & Co. AG NEW | 77,157 | $1M | +77,157 | — | 1Q | SEC ↗ |
| 20 | State of Alaska, Department of Revenue | 70,609 | $1M | +231 | +0.3% | 2Q | SEC ↗ |
| 21 | Freestone Grove Partners LP | 61,570 | $1M | +19,029 | +44.7% | 2Q | SEC ↗ |
| 22 | SummerHaven Investment Management, LLC NEW | 59,811 | $1M | +59,811 | — | 1Q | SEC ↗ |
| 23 | Walleye Trading LLC NEW | 59,702 | $1M | +59,702 | — | 1Q | SEC ↗ |
| 24 | DENALI ADVISORS LLC NEW | 58,455 | $1M | +58,455 | — | 1Q | SEC ↗ |
| 25 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 53,305 | $916K | +53,305 | — | 1Q | SEC ↗ |
| 26 | GUIDANCE CAPITAL, INC NEW | 44,649 | $767K | +44,649 | — | 1Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN NEW | 44,264 | $760K | +44,264 | — | 1Q | SEC ↗ |
| 28 | Louisiana State Employees Retirement S | 43,000 | $739K | — | +0.0% | 2Q | SEC ↗ |
| 29 | MANUFACTURERS LIFE INSURANCE COMPANY, | 39,754 | $683K | -1,816 | -4.4% | 2Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC NEW | 29,533 | $507K | +29,533 | — | 1Q | SEC ↗ |
| 31 | FOSTER & MOTLEY INC NEW | 26,480 | $455K | +26,480 | — | 1Q | SEC ↗ |
| 32 | Hennion & Walsh Asset Management, Inc. NEW | 25,839 | $444K | +25,839 | — | 1Q | SEC ↗ |
| 33 | TEACHERS RETIREMENT SYSTEM OF THE STAT NEW | 25,122 | $432K | +25,122 | — | 1Q | SEC ↗ |
| 34 | Sterling Capital Management LLC NEW | 24,452 | $420K | +24,452 | — | 1Q | SEC ↗ |
| 35 | VISTA INVESTMENT PARTNERS II, LLC NEW | 24,039 | $413K | +24,039 | — | 1Q | SEC ↗ |
| 36 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 23,692 | $407K | +23,692 | — | 1Q | SEC ↗ |
| 37 | BOKF, NA | 23,296 | $400K | -5,553 | -19.2% | 2Q | SEC ↗ |
| 38 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SC | 22,625 | $389K | -1,365 | -5.7% | 2Q | SEC ↗ |
| 39 | INTECH INVESTMENT MANAGEMENT LLC NEW | 19,455 | $334K | +19,455 | — | 1Q | SEC ↗ |
| 40 | Corient Private Wealth LP NEW | 17,745 | $305K | +17,745 | — | 1Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV NEW | 16,386 | $282K | +16,386 | — | 1Q | SEC ↗ |
| 42 | Investors Research Corp | 15,825 | $272K | — | +0.0% | 3Q | SEC ↗ |
| 43 | Hudson Portfolio Management LLC NEW | 14,400 | $247K | +14,400 | — | 1Q | SEC ↗ |
| 44 | GAMMA Investing LLC | 14,141 | $243K | +300 | +2.2% | 3Q | SEC ↗ |
| 45 | ProShare Advisors LLC NEW | 13,845 | $238K | +13,845 | — | 1Q | SEC ↗ |
| 46 | Fifth Third Wealth Advisors LLC NEW | 12,769 | $219K | +12,769 | — | 1Q | SEC ↗ |
| 47 | Jump Financial, LLC NEW | 12,596 | $216K | +12,596 | — | 1Q | SEC ↗ |
| 48 | RWC Asset Management LLP NEW | 10,066 | $173K | +10,066 | — | 1Q | SEC ↗ |
| 49 | Pinnacle Wealth Planning Services, Inc NEW | 7,739 | $133K | +7,739 | — | 1Q | SEC ↗ |
| 50 | Fulcrum Asset Management LLP NEW | 6,498 | $112K | +6,498 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 4,439,992 | $76M |
| GOLDMAN SACHS GROUP INC | 2,452,890 | $42M |
| MARSHALL WACE, LLP | 1,153,626 | $20M |
| GAMCO INVESTORS, INC. ET AL | 806,050 | $14M |
| PRINCIPAL FINANCIAL GROUP INC | 597,875 | $10M |
| Access Investment Management LLC | 574,104 | $10M |
| AMERIPRISE FINANCIAL INC | 489,353 | $8M |
| GABELLI FUNDS LLC | 461,072 | $8M |
| Allianz Asset Management GmbH | 234,583 | $4M |
| STATE BOARD OF ADMINISTRATION OF FL | 227,790 | $4M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 190,522 | $3M |
| EXCHANGE TRADED CONCEPTS, LLC | 113,962 | $2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 108,600 | $2M |
| CITADEL ADVISORS LLC | 106,262 | $2M |
| B. Metzler seel. Sohn & Co. AG | 77,157 | $1M |
| SummerHaven Investment Management, | 59,811 | $1M |
| Walleye Trading LLC | 59,702 | $1M |
| DENALI ADVISORS LLC | 58,455 | $1M |
| NEW YORK STATE COMMON RETIREMENT FU | 53,305 | $916K |
| GUIDANCE CAPITAL, INC | 44,649 | $767K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +1,550,463 | +1277.2% | 1,671,857 |
| HSBC HOLDINGS PLC | +277,439 | +2881.3% | 287,068 |
| CX Institutional | +32,740 | +7.8% | 450,630 |
| Freestone Grove Partners LP | +19,029 | +44.7% | 61,570 |
| State of Alaska, Department of Reve | +4,000 | +11.4% | 39,189 |
| Farther Finance Advisors, LLC | +3,287 | +797.8% | 3,699 |
| GAMMA Investing LLC | +300 | +2.2% | 14,141 |
| FIRST HORIZON CORP | +191 | +74.6% | 447 |
| Parkside Financial Bank & Trust | +46 | +328.6% | 60 |
| FARMERS & MERCHANTS INVESTMENTS INC | +41 | +74.5% | 96 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | -92,978 | -2.8% | 3,213,008 |
| BOKF, NA | -5,553 | -19.2% | 23,296 |
| State of Alaska, Department of Reve | -3,769 | -10.7% | 31,420 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,816 | -4.4% | 39,754 |
| HSBC HOLDINGS PLC | -1,478 | -15.3% | 8,151 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -1,365 | -5.7% | 22,625 |