SEACOR MARINE HLDGS INC SMHI
COM · Common Stock · CUSIP 78413P101
- SectorIndustrials
- IndustryDeep Sea Foreign Transportation of Freight
- HeadquartersHouston, TX
- 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 ($172.6k this quarter). Holder counts are more reliable. Shares outstanding: 27.1m as of 2026-07-24, 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 ≈ $7.65. Options: 1 managers hold calls ($7.7k notional), 0 hold puts (—).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 43 |
| Q4 2022 | 48 |
| Q1 2023 | 62 |
| Q2 2023 | 65 |
| Q3 2023 | 76 |
| Q4 2023 | 83 |
| Q1 2024 | 93 |
| Q2 2024 | 90 |
| Q3 2024 | 91 |
| Q4 2024 | 92 |
| Q1 2025 | 89 |
| Q2 2025 | 83 |
| Q3 2025 | 91 |
| Q4 2025 | 81 |
| Q1 2026 | 91 |
| Q2 2026 | 95 |
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 | 51 | 27 |
| Q4 2024 | 45 | 40 |
| Q1 2025 | 40 | 38 |
| Q2 2025 | 28 | 46 |
| Q3 2025 | 35 | 35 |
| Q4 2025 | 22 | 48 |
| Q1 2026 | 37 | 40 |
| Q2 2026 | 46 | 39 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $162.7k | $32.0k | 0.20 |
| Q4 2025 | $12.6k | $30.1k | 2.38 |
| Q1 2026 | $3.6k | $35.8k | 10.00 |
| Q2 2026 | $7.7k | $0 | 0.00 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +997.5k |
| Flat Footed LLC | New | +683.8k |
| AQR CAPITAL MANAGEMENT LLC | New | +55.6k |
| BlackRock, Inc. | Added | +53.7k |
| UBS Group AG | Added | +43.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +26.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +22.3k |
| XTX Topco Ltd | Added | +15.9k |
| CITIGROUP INC | Added | +15.1k |
| LEVIN CAPITAL STRATEGIES, L.P. | New | +12.0k |
Biggest sellers
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -74.4k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -65.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -59.8k |
| ROBOTTI ROBERT | Reduced | -54.7k |
| JPMORGAN CHASE & CO | Reduced | -53.9k |
| CITADEL ADVISORS LLC | Reduced | -47.5k |
| GSA CAPITAL PARTNERS LLP | Sold out | -38.7k |
| NORTHERN TRUST CORP | Reduced | -24.0k |
| Wilmington Savings Fund Society, FSB | Reduced | -20.0k |
| INTECH INVESTMENT MANAGEMENT LLC | Sold out | -12.2k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $7.7k1.0k shares |
Biggest puts
| None |
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 |
|---|---|
Chernett Jorey
13D · may seek influence
+0.3 pts · filed 2026-06-22
Stated purposeThe Reporting Person purchased the Shares based on the Reporting Person's belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the Reporting Person, and the availability of Shares at prices that would make the purchase or sale of Shares desirable, the Reporting Person may endeavor to further increase or decrease his position in the Issuer through, among other things, the purchase or sale of Shares on the open market or in private transactions or otherwise, on such terms and at such times as the Reporting Person may deem advisable. The Reporting Person does not have any present plan or proposal which would relate to or result in any of the matters … Full filing |
7.2% |
| Oppenheimer & Close, LLC 13G · exempt (held before listing) -0.1 pts · filed 2026-08-11 | 5.1% |
Gellert John M
13D · may seek influence
new · filed 2025-01-17
Stated purposeThe securities were acquired in connection with the anticipated vesting of 58,905 performance restricted stock units ("PRSUs") on March 11, 2025. The acquisition of shares of Common Stock resulting from the vesting of the PRSUs, caused Mr. Gellert to exceed 5% beneficial ownership in the Issuer. On March 11, 2022, Mr. Gellert was granted 58,905 PRSUs consisting of five equal tranches, each of which would be earned if and when the closing price of one share of Common Stock equals or exceeds the specified stock price performance goal for such tranche for 60 consecutive trading days during the three year performance period beginning on the grant date, provided that any earned PRSUs would not be settled until the third anniversary of the grant date, subject to satisfaction of the service-base… Full filing |
5.1% |
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-01-21)
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 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $52.1k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 3 | $636.1k | $636.1k |
| Q3 2026 | 0 | — | 3 | $2.1m | $2.1m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-02 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $41.2k4.1k shares |
| 2026-09-02 | Llorca Jesus EVP & CFO | Sold plan | $40.0k4.0k shares |
| 2026-08-21 | Llorca Jesus EVP & CFO | Sold plan | $4.0k401 shares |
| 2026-08-21 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $2.0k200 shares |
| 2026-08-17 | Llorca Jesus EVP & CFO | Sold plan | $31.6k3.2k shares |
| 2026-08-14 | Llorca Jesus EVP & CFO | Sold plan | $58.0k5.9k shares |
| 2026-08-13 | Llorca Jesus EVP & CFO | Sold plan | $14.7k1.5k shares |
| 2026-08-12 | Llorca Jesus EVP & CFO | Sold plan | $27.7k2.8k shares |
| 2026-08-11 | Llorca Jesus EVP & CFO | Sold plan | $127.8k13.1k shares |
| 2026-08-07 | Llorca Jesus EVP & CFO | Sold plan | $2.0k205 shares |
| 2026-08-04 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $9.7k1.0k shares |
| 2026-08-03 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $48.7k5.1k shares |
| 2026-07-31 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $15.6k1.6k shares |
| 2026-07-30 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $576.9k63.1k shares |
| 2026-07-30 | Llorca Jesus EVP & CFO | Sold plan | $554.7k60.8k shares |
| 2026-07-30 | Rossmiller Gregory Scott SVP & CAO | Sold plan | $254.2k27.7k shares |
| 2026-07-15 | Llorca Jesus EVP & CFO | Sold plan | $117.2k13.9k shares |
| 2026-07-15 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $34.9k4.1k shares |
| 2026-07-15 | Rossmiller Gregory Scott SVP & CAO | Sold plan | $27.4k3.2k shares |
| 2026-07-14 | Llorca Jesus EVP & CFO | Sold plan | $64.8k7.8k shares |
| 2026-07-01 | Llorca Jesus EVP & CFO | Sold plan | $11.1k1.4k shares |
| 2026-06-30 | Llorca Jesus EVP & CFO | Sold plan | $13.2k1.6k shares |
| 2026-06-29 | Llorca Jesus EVP & CFO | Sold plan | $116.1k14.5k shares |
| 2026-06-29 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $84.9k10.6k shares |
| 2026-06-23 | Llorca Jesus EVP & CFO | Sold plan | $95.5k12.0k shares |
| 2026-06-23 | Everett Andrew H II Sr. VP, General Counsel & Secy | Sold plan | $75.7k9.4k shares |
| 2026-06-22 | Llorca Jesus EVP & CFO | Sold plan | $111.6k14.4k shares |
| 2026-06-16 | Rossmiller Gregory Scott SVP & CAO | Sold plan | $68.8k9.6k shares |
| 2026-06-15 | Rossmiller Gregory Scott SVP & CAO | Sold plan | $70.3k9.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| First Eagle Investment Management, LLC 0.01% of their portfolio | 2.1m $15.8m | Added +997.5k |
| BlackRock, Inc. 0.00% of their portfolio | 1.6m $12.2m | Added +53.7k |
| Oppenheimer & Close, LLC 6.68% of their portfolio | 1.4m $10.6m | Added +2.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.2m $9.1m | Reduced -65.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 943.4k $7.2m | Reduced -74.4k |
| ROBOTTI ROBERT 0.88% of their portfolio | 713.2k $5.5m | Reduced -54.7k |
| Flat Footed LLC 0.91% of their portfolio | 683.8k $5.2m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 530.6k $4.1m | Added +26.9k |
| STATE STREET CORP 0.00% of their portfolio | 496.8k $3.8m | Reduced -1.7k |
| Cerity Partners LLC 0.00% of their portfolio | 431.7k $3.3m | Reduced -3.2k |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 309.1k $2.4m | Reduced -11.5k |
| MORGAN STANLEY 0.00% of their portfolio | 248.1k $1.9m | Reduced -4.3k |
| OPPENHEIMER & CO INC 0.02% of their portfolio | 227.4k $1.7m | Added +4.4k |
| Glenorchy Capital Ltd 1.05% of their portfolio | 219.3k $1.7m | Added +8.3k |
| SEMPER AUGUSTUS INVESTMENTS GROUP LLC 0.18% of their portfolio | 208.2k $1.6m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 171.1k $1.3m | Reduced -24.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 148.8k $1.1m | Added +22.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 136.1k $1.0m | Added +1.8k |
| HighTower Advisors, LLC 0.00% of their portfolio | 129.0k $986.8k | Added +213 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 114.2k $873.6k | Reduced -6.2k |
| UBS Group AG 0.00% of their portfolio | 108.9k $832.8k | Added +43.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 93.4k $748.7k | Reduced -53.9k |
| Nuveen, LLC 0.00% of their portfolio | 74.8k $572.3k | Added +4.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 72.0k $550.6k | Reduced -47.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 65.6k $502.1k | Added +6.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 63.6k $486.2k | Added +5.3k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 56.6k $432.8k | Reduced -7.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 55.6k $425.0k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 52.5k $401.9k | Reduced -1.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 49.9k $381.9k | Added +3.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 47.5k $363.4k | Reduced -222 |
| Perennial Advisors, LLC 0.05% of their portfolio | 46.0k $352.2k | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 29.9k $229.1k | Reduced -59.8k |
| Invesco Ltd. 0.00% of their portfolio | 29.4k $225.3k | Added +139 |
| XTX Topco Ltd 0.00% of their portfolio | 28.5k $217.9k | Added +15.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 27.8k $212.7k | Reduced -866 |
| BARCLAYS PLC 0.00% of their portfolio | 27.8k $212.4k | Reduced -662 |
| STEPHENS INC /AR/ 0.00% of their portfolio | 23.5k $180.1k | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 22.3k $170.6k | Added +3.2k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 21.7k $166.2k | Added +8.2k |
| Empowered Funds, LLC 0.00% of their portfolio | 21.2k $162.0k | Reduced -7.5k |
| Hilltop Holdings Inc. 0.01% of their portfolio | 20.6k $157.6k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.9k $135.3k | Added +2.8k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 18.9k $144.3k | Added +2.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 18.7k $142.7k | Added +10.4k |
| Wilmington Savings Fund Society, FSB 0.00% of their portfolio | 18.6k $142.0k | Reduced -20.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 18.3k $140.0k | Added +5.5k |
| CITIGROUP INC 0.00% of their portfolio | 16.1k $123.4k | Added +15.1k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 13.1k $99.9k | Added +590 |
| LEVIN CAPITAL STRATEGIES, L.P. 0.01% of their portfolio | 12.0k $91.8k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.2k $85.6k | Reduced -4.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 10.5k $80.2k | Added +8.7k |
| FMR LLC 0.00% of their portfolio | 10.4k $79.4k | Reduced -381 |
| Pathstone Holdings, LLC 0.00% of their portfolio | 10.3k $78.6k | Reduced -550 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 10.3k $78.5k | Added +73 |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 9.5k $72.5k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 4.9k $37.4k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 4.2k $32.2k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 3.9k $29.8k | Reduced -761 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.7k $20.5k | Reduced -3.9k |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.0k $15.2k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.0k $15.0k | Reduced -3.8k |
| Legal & General Group Plc 0.00% of their portfolio | 1.9k $14.5k | Unchanged |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 1.6k $11.9k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 1.4k $10.8k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $9.1k | Reduced -616 |
| MV CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 1.1k $8.7k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 1.0k $7.7k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 409 $3.1k | Reduced -314 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 306 $2.3k | Reduced -875 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 292 $2.2k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 281 $2.1k | Added +38 |
| Private Wealth Management Group, LLC 0.00% of their portfolio | 208 $1.6k | Unchanged |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 204 $1.6k | New |
| SBI Securities Co., Ltd. 0.00% of their portfolio | 152 $1.2k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 127 $972 | Unchanged |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 125 $956 | Unchanged |
| Essential Partners LLC 0.00% of their portfolio | 116 $887 | New |
| Cornerstone Financial Management LLC 0.00% of their portfolio | 110 $842 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 108 $827 | Added +98 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 100 $765 | Unchanged |
| Rialto Wealth Management, LLC 0.00% of their portfolio | 69 $528 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 40 $306 | Added +20 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 36 $275 | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 36 $276 | Reduced -3 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 34 $260 | Added +31 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 18 $138 | New |
| Fortitude Family Office, LLC 0.00% of their portfolio | 16 $122 | New |
| Transamerica Financial Advisors, LLC 0.00% of their portfolio | 9 $68 | New |
| Caitong International Asset Management Co., Ltd 0.00% of their portfolio | 7 $54 | Added +4 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 6 $46 | New |
| Wealth Enhancement Trust Services, Inc. 0.00% of their portfolio | 6 $46 | New |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 4 $31 | New |
| IFP Advisors, Inc 0.00% of their portfolio | 2 $15 | New |
| Optiver Holding B.V. 0.00% of their portfolio | 2 $15 | Reduced -208 |