SALLY BEAUTY HLDGS INC SBH
COM · Common Stock · CUSIP 79546E104
American professional beauty supplies retailer and distributor
- SectorConsumer discretionary
- IndustryRetail-Retail Stores, NEC
- HeadquartersPlano, TX
- Founded1964
- Websitesallybeauty.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 ($8.6m this quarter). Holder counts are more reliable. Shares outstanding: 93.6m as of 2026-07-30, 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 ≈ $14.14. Options: 2 managers hold calls ($9.9k notional), 6 hold puts ($6.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 204 |
| Q4 2022 | 215 |
| Q1 2023 | 218 |
| Q2 2023 | 197 |
| Q3 2023 | 209 |
| Q4 2023 | 206 |
| Q1 2024 | 230 |
| Q2 2024 | 241 |
| Q3 2024 | 243 |
| Q4 2024 | 250 |
| Q1 2025 | 246 |
| Q2 2025 | 236 |
| Q3 2025 | 252 |
| Q4 2025 | 250 |
| Q1 2026 | 265 |
| Q2 2026 | 251 |
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 | 109 | 129 |
| Q4 2024 | 133 | 98 |
| Q1 2025 | 130 | 109 |
| Q2 2025 | 115 | 126 |
| Q3 2025 | 127 | 117 |
| Q4 2025 | 118 | 126 |
| Q1 2026 | 118 | 119 |
| Q2 2026 | 118 | 133 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $5.2m | $12.3m | 2.36 |
| Q4 2025 | $899.8k | $674.1k | 0.75 |
| Q1 2026 | $367.0k | $11.9m | 32.43 |
| Q2 2026 | $9.9k | $6.5m | 657.00 |
Biggest buyers
| SCHRODER INVESTMENT MANAGEMENT GROUP | New | +8.6m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +718.5k |
| Cambria Investment Management, L.P. | Added | +678.4k |
| BlackRock, Inc. | Added | +605.6k |
| MARSHALL WACE, LLP | Added | +602.1k |
| LSV ASSET MANAGEMENT | Added | +578.3k |
| Ranmore Fund Management Ltd | Added | +568.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +535.5k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +252.8k |
| Qube Research & Technologies Ltd | Added | +249.3k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -924.7k |
| Public Sector Pension Investment Board | Reduced | -749.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -408.8k |
| Squarepoint Ops LLC | Reduced | -402.9k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -310.0k |
| VISTA INVESTMENT PARTNERS LLC | Sold out | -284.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -235.1k |
| Bridgewater Associates, LP | Sold out | -229.2k |
| Bronte Capital Management Pty Ltd. | Sold out | -220.7k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $8.5k600 shares |
| SIMPLEX TRADING, LLC | New | $1.4k100 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $3.5m245.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m138.1k shares |
| JANE STREET GROUP, LLC | Reduced | $586.8k41.5k shares |
| Walleye Trading LLC | Reduced | $282.8k20.0k shares |
| CITADEL ADVISORS LLC | Reduced | $182.4k12.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $24.0k1.7k 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 |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 15.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP 13G · institution +4.7 pts · filed 2026-02-13 | 8.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 6.6% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution +1.1 pts · filed 2026-10-08 | 6.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
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 | — | 2 | $258.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 4 | $163.1k | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $336.7k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 1 | $543.2k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-06-08 | Platz Marlo Michelle Cormier Former SVP & CFO | Sold | $543.2k42.8k 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 |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 15.8m $223.2m | Added +605.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.09% of their portfolio | 8.6m $121.7m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 6.4m $90.9m | Added +129.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.1m $85.6m | Added +182.5k |
| LSV ASSET MANAGEMENT 0.11% of their portfolio | 4.5m $63.0m | Added +578.3k |
| STATE STREET CORP 0.00% of their portfolio | 4.4m $62.8m | Added +61.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.2m $60.0m | Reduced -18.9k |
| Fisher Asset Management, LLC 0.02% of their portfolio | 3.8m $53.2m | Reduced -93.1k |
| FMR LLC 0.00% of their portfolio | 3.7m $52.8m | Added +103.3k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 3.4m $47.7m | Added +535.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 3.3m $46.9m | Added +252.8k |
| WASATCH ADVISORS LP 0.31% of their portfolio | 3.3m $46.7m | Reduced -87.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.3m $46.1m | Added +718.5k |
| Ranmore Fund Management Ltd 4.69% of their portfolio | 3.0m $42.4m | Added +568.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 2.9m $41.5m | Added +177.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.5m $34.7m | Reduced -1.2m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 2.0m $28.6m | Reduced -408.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $22.4m | Reduced -56.0k |
| JUPITER ASSET MANAGEMENT LTD 0.10% of their portfolio | 1.4m $19.8m | Reduced -3.7k |
| Invesco Ltd. 0.00% of their portfolio | 1.3m $19.0m | Added +185.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.2m $16.3m | Added +602.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $15.6m | Added +44.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.25% of their portfolio | 996.9k $14.1m | Added +18.4k |
| CSM Advisors, LLC 0.25% of their portfolio | 836.7k $11.8m | Added +155.0k |
| GAMCO INVESTORS, INC. ET AL 0.10% of their portfolio | 806.0k $11.4m | Reduced -7.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 788.1k $11.1m | Added +42.5k |
| Cambria Investment Management, L.P. 0.49% of their portfolio | 698.1k $9.9m | Added +678.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 661.0k $9.3m | Reduced -1.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 633.9k $9.0m | Added +2.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 597.9k $8.5m | Added +453 |
| Pacer Advisors, Inc. 0.02% of their portfolio | 587.1k $8.3m | Added +2.2k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 568.6k $8.0m | Reduced -749.7k |
| Access Investment Management LLC 2.05% of their portfolio | 566.7k $8.0m | Added +2.9k |
| Hillsdale Investment Management Inc. 0.18% of their portfolio | 565.5k $8.0m | Added +75.3k |
| UBS Group AG 0.00% of their portfolio | 554.3k $7.8m | Reduced -181.1k |
| Empowered Funds, LLC 0.04% of their portfolio | 513.7k $7.3m | Added +32.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 502.0k $7.1m | Added +12.6k |
| GABELLI FUNDS LLC 0.04% of their portfolio | 461.1k $6.5m | Reduced -50.7k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 453.0k $6.4m | Added +249.3k |
| CX Institutional 0.18% of their portfolio | 450.6k $6.4m | Added +32.7k |
| Nuveen, LLC 0.00% of their portfolio | 394.5k $5.6m | Added +7.2k |
| CastleKnight Management LP 0.20% of their portfolio | 392.1k $5.5m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 384.1k $5.4m | Added +5.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 375.2k $5.3m | Reduced -402.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 374.7k $5.3m | Added +85.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 343.4k $4.8m | Added +24.6k |
| Woodline Partners LP 0.01% of their portfolio | 341.6k $4.8m | Added +245.2k |
| GREAT LAKES ADVISORS, LLC 0.04% of their portfolio | 331.5k $4.7m | Reduced -34.4k |
| Creative Planning 0.00% of their portfolio | 310.3k $4.4m | Added +149.3k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 303.8k $4.3m | Reduced -22.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 302.8k $4.3m | Reduced -43.9k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 295.2k $4.2m | Added +108.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 264.1k $3.7m | Added +8.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 251.5k $3.6m | Reduced -34.0k |
| Legal & General Group Plc 0.00% of their portfolio | 240.9k $3.4m | Reduced -3.2k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 234.6k $3.3m | Added +45.7k |
| Invenomic Capital Management LP 0.19% of their portfolio | 230.7k $3.3m | Reduced -54.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 227.8k $3.2m | Added +21.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 205.0k $2.9m | Added +178.5k |
| BESSEMER GROUP INC 0.00% of their portfolio | 200.3k $2.8m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 199.6k $2.8m | Reduced -53.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 196.4k $2.8m | Added +52.6k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 190.8k $2.7m | Reduced -309 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 190.5k $2.7m | Reduced -924.7k |
| Swiss National Bank 0.00% of their portfolio | 189.8k $2.7m | Reduced -4.9k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 189.3k $2.7m | Added +9.1k |
| Swedbank AB 0.00% of their portfolio | 171.1k $2.4m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 165.3k $2.3m | Reduced -192.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 150.6k $2.2m | Reduced -23.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 149.6k $2.1m | Reduced -235.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 146.2k $2.1m | Added +17.0k |
| CITIGROUP INC 0.00% of their portfolio | 145.3k $2.1m | Added +120.6k |
| ROYCE & ASSOCIATES LP 0.02% of their portfolio | 137.0k $1.9m | Added +76.7k |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 131.5k $1.9m | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.12% of their portfolio | 126.9k $1.8m | New |
| ARMISTICE CAPITAL, LLC 0.05% of their portfolio | 126.2k $1.8m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 122.3k $1.7m | Reduced -78.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 122.2k $1.7m | Reduced -7.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 118.2k $1.7m | Reduced -3.2k |
| EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio | 114.0k $1.6m | Added +6.3k |
| Quantinno Capital Management LP 0.00% of their portfolio | 111.3k $1.6m | Added +48.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 109.3k $1.5m | Reduced -40.8k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 108.6k $1.5m | Added +5.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 108.0k $1.5m | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 106.3k $1.5m | Reduced -29.6k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 103.8k $1.5m | Added +3.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 101.8k $1.4m | Added +12.4k |
| Cinctive Capital Management LP 0.05% of their portfolio | 91.2k $1.3m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 90.8k $1.3m | Added +14.7k |
| AUXIER ASSET MANAGEMENT LLC 0.17% of their portfolio | 89.1k $1.3m | Reduced -53 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 88.4k $1.3m | Added +44.2k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 83.9k $1.2m | Reduced -52.4k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 83.6k $1.2m | Reduced -4.0k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 77.2k $1.1m | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 70.6k $998.0k | Reduced -12.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 70.6k $997.7k | Added +2.2k |
| SG Americas Securities, LLC 0.00% of their portfolio | 69.9k $989.0k | Added +2.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 65.0k $919.0k | Unchanged |
| Mountain Lake Investment Management LLC 0.56% of their portfolio | 63.6k $898.6k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 63.5k $898.0k | Unchanged |