BEAZER HOMES USA INC BZH
COM NEW · Common Stock · CUSIP 07556Q881
American homebuilding company
- SectorIndustrials
- IndustryOperative Builders
- HeadquartersAtlanta, GA
- Websitebeazer.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.9m this quarter). Holder counts are more reliable. Shares outstanding: 26.7m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $28.05. Options: 6 managers hold calls ($23.1m notional), 9 hold puts ($18.9m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 155 |
| Q4 2022 | 149 |
| Q1 2023 | 160 |
| Q2 2023 | 173 |
| Q3 2023 | 185 |
| Q4 2023 | 188 |
| Q1 2024 | 173 |
| Q2 2024 | 185 |
| Q3 2024 | 197 |
| Q4 2024 | 208 |
| Q1 2025 | 197 |
| Q2 2025 | 199 |
| Q3 2025 | 195 |
| Q4 2025 | 183 |
| Q1 2026 | 177 |
| Q2 2026 | 188 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 100 | 86 |
| Q4 2024 | 93 | 91 |
| Q1 2025 | 106 | 95 |
| Q2 2025 | 104 | 90 |
| Q3 2025 | 96 | 90 |
| Q4 2025 | 81 | 94 |
| Q1 2026 | 82 | 92 |
| Q2 2026 | 94 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $8.6m | $15.2m | 1.76 |
| Q4 2025 | $9.2m | $13.2m | 1.43 |
| Q1 2026 | $17.2m | $15.3m | 0.89 |
| Q2 2026 | $23.1m | $18.9m | 0.82 |
Biggest buyers
| BOOTHBAY FUND MANAGEMENT, LLC | New | +900.0k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | New | +711.0k |
| TIG Advisors, LLC | New | +296.5k |
| Governors Lane LP | New | +217.4k |
| Slotnik Capital, LLC | New | +155.0k |
| TUDOR INVESTMENT CORP ET AL | New | +113.5k |
| Saba Capital Management, L.P. | New | +98.5k |
| Man Group plc | New | +80.1k |
| HARVEST MANAGEMENT LLC | New | +80.0k |
| HRT FINANCIAL LP | Added | +77.1k |
Biggest sellers
| LAKEWOOD CAPITAL MANAGEMENT, LP | Sold out | -777.5k |
| First Eagle Investment Management, LLC | Sold out | -694.7k |
| MORGAN STANLEY | Reduced | -350.0k |
| STOREBRAND ASSET MANAGEMENT AS | Reduced | -300.9k |
| LSV ASSET MANAGEMENT | Reduced | -231.1k |
| DONALD SMITH & CO., INC. | Reduced | -172.4k |
| JPMORGAN CHASE & CO | Reduced | -154.2k |
| Numerai GP LLC | Sold out | -144.8k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -139.0k |
| CSM Advisors, LLC | Sold out | -132.5k |
Biggest calls
| JANE STREET GROUP, LLC | Reduced | $7.2m258.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.0m251.1k shares |
| CITADEL ADVISORS LLC | Reduced | $5.7m203.0k shares |
| PEAK6 LLC | Added | $2.6m93.5k shares |
| Walleye Capital LLC | Added | $370.3k13.2k shares |
| Walleye Trading LLC | Reduced | $84.2k3.0k shares |
Biggest puts
| ONTARIO TEACHERS PENSION PLAN BOARD | Unchanged | $11.1m394.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.3m80.3k shares |
| JANE STREET GROUP, LLC | Added | $1.9m67.0k shares |
| CITIGROUP INC | Unchanged | $1.4m50.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $875.2k31.2k shares |
| IMC-Chicago, LLC | Reduced | $591.9k21.1k shares |
| Walleye Capital LLC | Reduced | $426.4k15.2k shares |
| Walleye Trading LLC | Reduced | $283.3k10.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $123.4k4.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| DONALD SMITH & CO., INC. 13G · institution -0.1 pts · filed 2026-08-11 | 10.3% |
| BlackRock, Inc. 13G · institution filed 2025-04-17 | 8.3% |
Fell to 5% or below in the last year: MERRILL ALLAN P (0.0%, 2026-10-20), VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $194.2k | — |
| Q1 2025 | 6 | $1.3m | 0 | — | — |
| Q2 2025 | 1 | $215.0k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.8m $79.8m | Reduced -36.6k |
| DONALD SMITH & CO., INC. 1.40% of their portfolio | 2.8m $78.9m | Reduced -172.4k |
| Capital World Investors 0.01% of their portfolio | 1.7m $47.9m | Added +46.6k |
| Wealthspire Advisors, LLC 0.17% of their portfolio | 1.1m $31.3m | Reduced -10 |
| STATE STREET CORP 0.00% of their portfolio | 1.1m $31.3m | Reduced -94.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $30.7m | Reduced -139.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.47% of their portfolio | 900.0k $25.2m | New |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 899.3k $25.2m | Reduced -100.5k |
| Mill Road Capital Management LLC 11.65% of their portfolio | 841.2k $23.6m | Added +3.2k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.83% of their portfolio | 711.0k $19.9m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 652.0k $18.3m | Reduced -18.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 547.1k $15.3m | Reduced -107.8k |
| Nokomis Capital, L.L.C. 5.24% of their portfolio | 509.2k $14.3m | Reduced -91.5k |
| WINSLOW ASSET MANAGEMENT INC 2.36% of their portfolio | 484.0k $13.6m | Added +1.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 388.3k $10.9m | Added +76.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 364.5k $10.2m | Added +55.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 305.1k $8.6m | Reduced -30.3k |
| TIG Advisors, LLC 0.38% of their portfolio | 296.5k $8.3m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 280.1k $7.9m | Reduced -23.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 245.7k $6.9m | Added +73.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 240.6k $6.7m | Reduced -8.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.11% of their portfolio | 226.6k $6.4m | Added +7.9k |
| Governors Lane LP 0.61% of their portfolio | 217.4k $6.1m | New |
| UBS Group AG 0.00% of their portfolio | 192.3k $5.4m | Reduced -281 |
| MORGAN STANLEY 0.00% of their portfolio | 183.5k $5.1m | Reduced -350.0k |
| Round Hill Asset Management 3.08% of their portfolio | 171.3k $4.8m | Added +10.9k |
| Cerity Partners LLC 0.01% of their portfolio | 167.1k $4.7m | Added +13.0k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 163.4k $4.6m | Reduced -11.2k |
| Slotnik Capital, LLC 1.21% of their portfolio | 155.0k $4.3m | New |
| Empowered Funds, LLC 0.02% of their portfolio | 149.3k $4.2m | Added +7.9k |
| PEREGRINE CAPITAL MANAGEMENT LLC 0.13% of their portfolio | 145.4k $4.1m | Reduced -61.6k |
| Nuveen, LLC 0.00% of their portfolio | 117.6k $3.3m | Added +37.6k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 113.5k $3.2m | New |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 109.9k $3.1m | Reduced -55.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 108.8k $3.1m | Added +32.5k |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. 0.30% of their portfolio | 103.9k $2.9m | Reduced -617 |
| Saba Capital Management, L.P. 0.08% of their portfolio | 98.5k $2.8m | New |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 98.3k $2.8m | Reduced -231.1k |
| HRT FINANCIAL LP 0.01% of their portfolio | 97.5k $2.7m | Added +77.1k |
| Register Financial Advisors LLC 0.83% of their portfolio | 96.3k $2.7m | Added +15.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 96.1k $2.7m | Added +7.6k |
| BW Gestao de Investimentos Ltda. 0.06% of their portfolio | 95.3k $2.7m | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 87.9k $2.5m | Reduced -300.9k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 86.3k $2.4m | Reduced -1.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 84.3k $2.4m | Reduced -8.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 83.0k $2.3m | Reduced -29.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 80.6k $2.3m | Added +6.7k |
| CITIGROUP INC 0.00% of their portfolio | 80.6k $2.3m | Reduced -106.0k |
| Man Group plc 0.00% of their portfolio | 80.1k $2.2m | New |
| HARVEST MANAGEMENT LLC 1.00% of their portfolio | 80.0k $2.2m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 77.8k $2.2m | Added +14.5k |
| Invesco Ltd. 0.00% of their portfolio | 73.7k $2.1m | Reduced -14.3k |
| Jump Financial, LLC 0.02% of their portfolio | 73.3k $2.1m | Added +56.0k |
| ARISTEIA CAPITAL, L.L.C. 0.03% of their portfolio | 72.5k $2.0m | New |
| WESBANCO BANK INC 0.05% of their portfolio | 66.5k $1.9m | Unchanged |
| GHE, LLC 0.68% of their portfolio | 64.6k $1.8m | Reduced -1.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 60.9k $1.7m | Reduced -83.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 59.8k $1.7m | Added +29.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 59.7k $1.7m | Reduced -53.1k |
| HB Wealth Management, LLC 0.01% of their portfolio | 59.4k $1.7m | Added +833 |
| Tweedy, Browne Co LLC 0.12% of their portfolio | 54.4k $1.5m | Added +3.9k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 54.4k $1.5m | Added +3.9k |
| Swiss National Bank 0.00% of their portfolio | 53.3k $1.5m | Reduced -2.5k |
| Badgley Phelps Wealth Managers, LLC 0.03% of their portfolio | 53.1k $1.5m | Unchanged |
| Clear Harbor Asset Management, LLC 0.09% of their portfolio | 52.9k $1.5m | Added +150 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 50.8k $1.4m | Added +7.9k |
| LPL Financial LLC 0.00% of their portfolio | 50.2k $1.4m | Added +73 |
| Creative Planning 0.00% of their portfolio | 48.7k $1.4m | Reduced -7.0k |
| BARCLAYS PLC 0.00% of their portfolio | 48.6k $1.4m | Added +1.3k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 47.4k $1.3m | Added +9.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 47.2k $1.3m | Added +8.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 46.9k $1.3m | Added +7.7k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 45.6k $1.3m | Reduced -71.2k |
| Fort Baker Capital Management LP 0.09% of their portfolio | 38.4k $1.1m | New |
| RBF Capital, LLC 0.04% of their portfolio | 36.0k $1.0m | Reduced -19.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 35.1k $984.0k | Added +17.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 34.2k $960.2k | Reduced -2.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 33.5k $939.7k | Unchanged |
| Trexquant Investment LP 0.01% of their portfolio | 30.4k $853.3k | Reduced -48.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 26.1k $733.2k | Reduced -785 |
| RITHOLTZ WEALTH MANAGEMENT 0.01% of their portfolio | 25.2k $705.7k | Added +66 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 24.7k $692.7k | Reduced -747 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 23.1k $646.6k | Added +10.5k |
| Abacus Wealth Partners, LLC 0.07% of their portfolio | 22.9k $641.3k | Reduced -18.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.6k $434.4k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 21.6k $605.8k | Reduced -56.2k |
| NINE MASTS CAPITAL Ltd 0.07% of their portfolio | 21.5k $604.1k | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 20.4k $572.2k | Added +4.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 20.2k $565.6k | Added +808 |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.00% of their portfolio | 19.8k $554.1k | Reduced -180 |
| Legal & General Group Plc 0.00% of their portfolio | 18.6k $520.9k | Reduced -12.0k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 17.8k $498.8k | Reduced -32.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 17.2k $482.5k | Reduced -1.4k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.2k $425.4k | Unchanged |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 15.0k $420.8k | New |
| Harbour Capital Advisors, LLC 0.08% of their portfolio | 14.6k $465.1k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 14.4k $403.2k | Reduced -183 |
| Jupiter Topco LLC 0.00% of their portfolio | 14.0k $392.6k | First filing |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 13.9k $390.0k | Added +1.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.03% of their portfolio | 13.5k $380.0k | Added +923 |