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BZH · Beazer Homes USA Inc · Holdings

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$33.48 +0.03 (+0.09%) At close · Oct 19 Q2 2026 earnings call transcript
Rebalance outlook locked
Market Cap
$893.23M
Shares
26.68M
Volume · Oct 19 2.51M Avg daily vol (3M) 940.93K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of BZH: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 194
Total Value: $718,402,662
Total Shares: 25,550,154
Showing 1–100 of 203 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Superinvestors Holding BZH

All superinvestors →
Tweedy Browne $1,526,901

Holder Concentration

Across 191 13F filers
Top Holder
11.1%
Sep 2023 → Jun 2026 · range 10.5% – 11.9%
of institutional value
Top 5
37.5%
Sep 2023 → Jun 2026 · range 34.3% – 42.3%
of institutional value
Top 10
54.9%
Sep 2023 → Jun 2026 · range 47.2% – 56.4%
of institutional value
HHI
434
Sep 2023 → Jun 2026 · range 352 – 475
Broadly held

Who Holds BZH

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 187 filers, like-for-like change -5.3%; actively managed books -3.7%; index-like books -8.7%.

Holder type Share Filers Change
Registered adviser 57.4% 98 -6.0%
Exempt adviser 0.2% 2 +107.9%
Adviser 12.3% 5 +38.8%
Bank 7.8% 14 -19.2%
Broker-dealer 0.2% 1 -3.0%
Benefit plan 0.3% 3 +116.8%
Non-US 0.5% 7 -8.6%
Holding company 14.2% 7 -11.3%
Insurer 0.0% 0 -100.0%
Unknown 7.2% 50 -19.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 3 holders with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd; JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

187 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
2
1.07% of filers hold it in their top 10
Mar 31, 2026: 3
Holders above 5%
2
median weight 0.001%
Mar 31, 2026: 1
Crowding
36.9%
of shares outstanding, 90th percentile
Mar 31, 2026: 33.8%
Private-fund advisers
32.9%
of shares outstanding
Institutional ownership
88.3%
96.0% of the estimated free float
Top 10 holders
58.2%
of 13F shares, Herfindahl 0.048
Active holders
-3.7%
like-for-like share change of active filers
5% stakes on record
4
1 13D, 3 13G (3 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 14.9 quarters
Under 1 year 25.2% 1 to 3 years 22.6% 3 years or more 52.2% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$24.33
estimated per share
Mar 31, 2026: $24.36
Quarter-end price
$28.05
implied by 13F values
Estimated gain or loss
+15.3%
price against the estimated cost
Estimated at a loss
12.7%
of costed 13F value

Estimated cost covers 34.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies BZH's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 TWOD Two Harbors Investment Corp. 5
2 UNF Unifirst Corp 5
3 ONCH 1RT Acquisition Corp. 3
4 CEPS Cantor Equity Partners VI, Inc. 3
5 PMTR Perimeter Acquisition Corp. I 3
6 RAMP LiveRamp Holdings, Inc. 4
7 TMHC Taylor Morrison Home Corp 5
8 GUAC Berto Acquisition Corp. II 3
9 FCRS FutureCrest Acquisition Corp. 3
10 CCII Cohen Circle Acquisition Corp. II 3

Shareholder Targets

13F filers that own its peers but not BZH, quarter ended Jun 30, 2026

Found through its holder-overlap peers: TWOD, UNF, ONCH, CEPS, PMTR, RAMP, TMHC, GUAC, FCRS, CCII, EVOX, KEYY, SVIV, HACQ, CZR, AVNS, CEPV, PAYO, CEPF, APGE. 761 filers in all.

# Filer In peers
1 Venrock Adviser, LLC Registered adviser, Concentrated $1,127,318,496 1 held
2 Pentwater Capital Management LP Registered adviser, Concentrated $624,578,129 5 held
3 HBK INVESTMENTS L P Registered adviser, Concentrated $398,484,690 8 held
4 First Trust Capital Management L.P. Registered adviser, Diversified active $387,603,751 14 held
5 AQR Arbitrage LLC Registered adviser, Diversified active $384,238,172 20 held
6 Magnetar Financial LLC Registered adviser, Concentrated $360,315,833 17 held
7 GLAZER CAPITAL, LLC Registered adviser, Diversified active $356,997,388 16 held
8 Qube Research & Technologies Ltd Exempt adviser, Systematic-like $302,134,289 10 held
9 Technology Crossover Management VIII, Ltd. Unknown, Unknown $243,483,465 1 held
10 Driehaus Capital Management LLC Registered adviser, Diversified active $230,963,605 1 held

Fund Ownership of BZH by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 17.49% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.80% 1,014,920
Index ETFs 13.69% 3,651,556
Active ETFs 2.02% 537,679
Active funds 12.40% 3,307,695
Unclassified 1.50% 400,180
All registered funds 33.40% 8,912,030
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 101 Exempt adviser 2 Adviser 5 Bank 14 Broker-dealer 2 Benefit plan 3 Non-US 8 Holding company 7 Unknown 52
Showing 100 of 203
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $79,836,745 11.11% 2,846,230
DONALD SMITH & CO., INC. $78,937,777 10.99% 2,814,181
Capital World Investors $47,863,510 6.66% 1,706,364
Wealthspire Advisors, LLC $31,335,440 4.36% 1,117,128
STATE STREET CORP $31,252,440 4.35% 1,114,169
VANGUARD CAPITAL MANAGEMENT LLC $30,684,848 4.27% 1,093,934
BOOTHBAY FUND MANAGEMENT, LLC $25,245,000 3.51% 900,000
DIMENSIONAL FUND ADVISORS LP $25,224,493 3.51% 899,269
Mill Road Capital Management LLC $23,596,641 3.28% 841,235
COOPER CREEK PARTNERS MANAGEMENT LLC $19,944,447 2.78% 711,032
GEODE CAPITAL MANAGEMENT, LLC $18,289,189 2.55% 652,021
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $15,344,976 2.14% 547,058
Nokomis Capital, L.L.C. $14,282,218 1.99% 509,170
WINSLOW ASSET MANAGEMENT INC $13,575,302 1.89% 483,968
ONTARIO TEACHERS PENSION PLAN BOARD $11,051,700 1.54% 394,000
AMERIPRISE FINANCIAL INC $10,891,029 1.52% 388,272
AMERICAN CENTURY COMPANIES INC $10,225,094 1.42% 364,531
GOLDMAN SACHS GROUP INC $8,557,549 1.19% 305,082
TIG Advisors, LLC $8,317,105 1.16% 296,510
VANGUARD PORTFOLIO MANAGEMENT LLC $7,856,356 1.09% 280,084
JANE STREET GROUP, LLC $7,239,705 1.01% 258,100
SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,043,355 0.98% 251,100
AQR CAPITAL MANAGEMENT LLC $6,890,704 0.96% 245,658
NORTHERN TRUST CORP $6,747,678 0.94% 240,559
BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,356,606 0.88% 226,617
Governors Lane LP $6,097,004 0.85% 217,362
CITADEL ADVISORS LLC $5,694,150 0.79% 203,000
UBS Group AG $5,394,209 0.75% 192,307
MORGAN STANLEY $5,146,135 0.72% 183,463
Round Hill Asset Management $4,804,544 0.67% 171,285
Cerity Partners LLC $4,688,360 0.65% 167,143
VANGUARD FIDUCIARY TRUST CO $4,582,163 0.64% 163,357
Slotnik Capital, LLC $4,347,750 0.61% 155,000
Empowered Funds, LLC $4,188,341 0.58% 149,317
PEREGRINE CAPITAL MANAGEMENT LLC $4,077,824 0.57% 145,377
Nuveen, LLC $3,298,566 0.46% 117,596
TUDOR INVESTMENT CORP ET AL $3,184,236 0.44% 113,520
JAMISON PRIVATE WEALTH MANAGEMENT, INC. $3,104,618 0.43% 93,092
Balyasny Asset Management L.P. $3,081,544 0.43% 109,859
Russell Investments Group, Ltd. $3,051,278 0.42% 108,780
Saba Capital Management, L.P. $2,761,578 0.38% 98,452
LSV ASSET MANAGEMENT $2,755,968 0.38% 98,252
HRT FINANCIAL LP $2,733,668 0.38% 97,457
CITADEL ADVISORS LLC $2,695,183 0.38% 96,085
BW Gestao de Investimentos Ltda. $2,673,165 0.37% 95,300
PEAK6 LLC $2,622,675 0.37% 93,500
STOREBRAND ASSET MANAGEMENT AS $2,466,408 0.34% 87,929
Beacon Pointe Advisors, LLC $2,420,294 0.34% 86,285
Bank of New York Mellon Corp $2,363,856 0.33% 84,273
SEI INVESTMENTS CO $2,328,738 0.32% 83,021
FRANKLIN RESOURCES INC $2,261,278 0.31% 80,616
CITIGROUP INC $2,259,679 0.31% 80,559
CITADEL ADVISORS LLC $2,252,415 0.31% 80,300
Man Group plc $2,245,738 0.31% 80,062
HARVEST MANAGEMENT LLC $2,244,000 0.31% 80,000
D. E. Shaw & Co., Inc. $2,183,271 0.30% 77,835
Invesco Ltd. $2,067,283 0.29% 73,700
Jump Financial, LLC $2,056,148 0.29% 73,303
ARISTEIA CAPITAL, L.L.C. $2,033,625 0.28% 72,500
Transmarket Holdings LP $1,967,650 0.27% 59,000
HB Wealth Management, LLC $1,945,605 0.27% 58,339
JANE STREET GROUP, LLC $1,879,350 0.26% 67,000
WESBANCO BANK INC $1,865,325 0.26% 66,500
GHE, LLC $1,810,739 0.25% 64,554
Badgley Phelps Wealth Managers, LLC $1,769,817 0.25% 53,068
BANK OF AMERICA CORP /DE/ $1,706,982 0.24% 60,855
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,678,175 0.23% 59,828
Squarepoint Ops LLC $1,674,444 0.23% 59,695
EXCHANGE TRADED CONCEPTS, LLC $1,526,901 0.21% 54,435
Tweedy, Browne Co LLC $1,526,901 0.21% 54,435
Swiss National Bank $1,495,065 0.21% 53,300
Clear Harbor Asset Management, LLC $1,485,163 0.21% 52,947
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,424,236 0.20% 50,775
LPL Financial LLC $1,406,735 0.20% 50,151
CITIGROUP INC $1,402,500 0.20% 50,000
Creative Planning $1,366,539 0.19% 48,718
BARCLAYS PLC $1,363,201 0.19% 48,599
Rafferty Asset Management, LLC $1,330,243 0.19% 47,424
PRICE T ROWE ASSOCIATES INC /MD/ $1,323,118 0.18% 47,170
Quantinno Capital Management LP $1,314,563 0.18% 46,865
TWO SIGMA INVESTMENTS, LP $1,278,659 0.18% 45,585
Fort Baker Capital Management LP $1,077,120 0.15% 38,400
RBF Capital, LLC $1,009,070 0.14% 35,974
SG Americas Securities, LLC $983,881 0.14% 35,076
RHUMBLINE ADVISERS $960,179 0.13% 34,231
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $939,675 0.13% 33,500
SUSQUEHANNA INTERNATIONAL GROUP, LLP $875,160 0.12% 31,200
Trexquant Investment LP $853,309 0.12% 30,421
DEUTSCHE BANK AG\ $733,170 0.10% 26,138
RITHOLTZ WEALTH MANAGEMENT $705,709 0.10% 25,159
SUSQUEHANNA INTERNATIONAL GROUP, LLP $692,666 0.10% 24,694
WELLS FARGO & COMPANY/MN $646,579 0.09% 23,051
Abacus Wealth Partners, LLC $641,279 0.09% 22,862
ALLIANCEBERNSTEIN L.P. $633,256 0.09% 22,576
XTX Topco Ltd $605,823 0.08% 21,598
NINE MASTS CAPITAL Ltd $604,056 0.08% 21,535
Zurcher Kantonalbank (Zurich Cantonalbank) $572,248 0.08% 20,401
VANGUARD ASSET MANAGEMENT, Ltd $565,572 0.08% 20,163
FULLER & THALER ASSET MANAGEMENT, INC. $554,127 0.08% 19,755
Legal & General Group Plc $520,915 0.07% 18,571

Showing the top 100 of 203 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 915840 CUSIP 07556Q881 13F (30d) 32 filings 32 filers Visit website