BEAZER HOMES USA INC (BZH) — Institutional Holders, Q2 2026
188 institutional investment managers reported a BZH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $675.2M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BZH in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- BOOTHBAY FUND MANAGEMENTNew · +900,000 sh+$25.2M
- COOPER CREEK PARTNERS MANAGEMENTNew · +711,032 sh+$19.9M
- TIG AdvisorsNew · +296,510 sh+$8.3M
- Governors LaneNew · +217,362 sh+$6.1M
- Slotnik CapitalNew · +155,000 sh+$4.3M
Biggest sellers
- LAKEWOOD CAPITAL MANAGEMENTSold out · -777,506 sh-$21.8M
- First Eagle Investment ManagementSold out · -694,671 sh-$19.5M
- MORGAN STANLEYTrimmed · -350,008 sh-$9.8M
- STOREBRAND ASSET MANAGEMENT ASTrimmed · -300,939 sh-$8.4M
- LSV ASSET MANAGEMENTTrimmed · -231,099 sh-$6.5M
BZH 13F holders ranked 1–100 of 188
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 2,846,230 sh | 2,846,230 | $79.8M | <0.01% | -1.3% |
| 2 | DONALD SMITH#2 · 2,814,181 sh | 2,814,181 | $78.9M | 1.40% | -5.8% |
| 3 | Capital World Investors#3 · 1,706,364 sh | 1,706,364 | $47.9M | <0.01% | +2.8% |
| 4 | Wealthspire Advisors#4 · 1,117,128 sh | 1,117,128 | $31.3M | 0.17% | 0.0% |
| 5 | STATE STREET#5 · 1,114,169 sh | 1,114,169 | $31.3M | <0.01% | -7.8% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 1,093,934 sh | 1,093,934 | $30.7M | <0.01% | -11.3% |
| 7 | BOOTHBAY FUND MANAGEMENT#7 · 900,000 sh | 900,000 | $25.2M | 0.33% | New |
| 8 | DIMENSIONAL FUND ADVISORS#8 · 899,269 sh | 899,269 | $25.2M | <0.01% | -10.1% |
| 9 | Mill Road Capital Management#9 · 841,235 sh | 841,235 | $23.6M | 11.65% | +0.4% |
| 10 | COOPER CREEK PARTNERS MANAGEMENT#10 · 711,032 sh | 711,032 | $19.9M | 0.47% | New |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 652,021 sh | 652,021 | $18.3M | <0.01% | -2.7% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT#12 · 547,058 sh | 547,058 | $15.3M | <0.01% | -16.5% |
| 13 | Nokomis Capital, L.L.C.#13 · 509,170 sh | 509,170 | $14.3M | 4.79% | -15.2% |
| 14 | WINSLOW ASSET MANAGEMENT#14 · 483,968 sh | 483,968 | $13.6M | 2.36% | +0.3% |
| 15 | AMERIPRISE FINANCIAL#15 · 388,272 sh | 388,272 | $10.9M | <0.01% | +24.7% |
| 16 | AMERICAN CENTURY COMPANIES#16 · 364,531 sh | 364,531 | $10.2M | <0.01% | +17.9% |
| 17 | GOLDMAN SACHS GROUP#17 · 305,082 sh | 305,082 | $8.6M | <0.01% | -9.0% |
| 18 | TIG Advisors#18 · 296,510 sh | 296,510 | $8.3M | 0.37% | New |
| 19 | VANGUARD PORTFOLIO MANAGEMENT#19 · 280,084 sh | 280,084 | $7.9M | <0.01% | -7.6% |
| 20 | AQR CAPITAL MANAGEMENT#20 · 245,658 sh | 245,658 | $6.9M | <0.01% | +42.5% |
| 21 | NORTHERN#21 · 240,559 sh | 240,559 | $6.7M | <0.01% | -3.4% |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT#22 · 226,617 sh | 226,617 | $6.4M | 0.11% | +3.6% |
| 23 | Governors Lane#23 · 217,362 sh | 217,362 | $6.1M | 0.51% | New |
| 24 | UBS Group AG#24 · 192,307 sh | 192,307 | $5.4M | <0.01% | -0.1% |
| 25 | MORGAN STANLEY#25 · 183,463 sh | 183,463 | $5.1M | <0.01% | -65.6% |
| 26 | Round Hill Asset Management#26 · 171,285 sh | 171,285 | $4.8M | 3.02% | +6.8% |
| 27 | Cerity Partners#27 · 167,143 sh | 167,143 | $4.7M | <0.01% | +8.4% |
| 28 | VANGUARD FIDUCIARY#28 · 163,357 sh | 163,357 | $4.6M | <0.01% | -6.4% |
| 29 | Slotnik Capital#29 · 155,000 sh | 155,000 | $4.3M | 1.12% | New |
| 30 | Empowered Funds#30 · 149,317 sh | 149,317 | $4.2M | 0.02% | +5.6% |
| 31 | PEREGRINE CAPITAL MANAGEMENT#31 · 145,377 sh | 145,377 | $4.1M | 0.13% | -29.8% |
| 32 | Nuveen#32 · 117,596 sh | 117,596 | $3.3M | <0.01% | +46.9% |
| 33 | TUDOR INVESTMENT ET AL#33 · 113,520 sh | 113,520 | $3.2M | <0.01% | New |
| 34 | BALYASNY ASSET MANAGEMENT L.P.#34 · 109,859 sh | 109,859 | $3.1M | <0.01% | -33.5% |
| 35 | Russell Investments Group, Ltd.#35 · 108,780 sh | 108,780 | $3.1M | <0.01% | +42.6% |
| 36 | JAMISON PRIVATE WEALTH MANAGEMENT#36 · 103,881 sh | 103,881 | $2.9M | — | -0.6% |
| 37 | Saba Capital Management, L.P.#37 · 98,452 sh | 98,452 | $2.8M | 0.07% | New |
| 38 | LSV ASSET MANAGEMENT#38 · 98,252 sh | 98,252 | $2.8M | <0.01% | -70.2% |
| 39 | HRT FINANCIAL#39 · 97,457 sh | 97,457 | $2.7M | <0.01% | +377.7% |
| 40 | Register Financial Advisors#40 · 96,267 sh | 96,267 | $2.7M | — | +19.3% |
| 41 | CITADEL ADVISORS#41 · 96,085 sh | 96,085 | $2.7M | <0.01% | +8.6% |
| 42 | BW Gestao de Investimentos Ltda.#42 · 95,300 sh | 95,300 | $2.7M | 0.05% | 0.0% |
| 43 | STOREBRAND ASSET MANAGEMENT AS#43 · 87,929 sh | 87,929 | $2.5M | <0.01% | -77.4% |
| 44 | Beacon Pointe Advisors#44 · 86,285 sh | 86,285 | $2.4M | 0.01% | -1.3% |
| 45 | Bank of New York Mellon#45 · 84,273 sh | 84,273 | $2.4M | <0.01% | -9.1% |
| 46 | SEI INVESTMENTS#46 · 83,021 sh | 83,021 | $2.3M | <0.01% | -26.2% |
| 47 | FRANKLIN RESOURCES#47 · 80,616 sh | 80,616 | $2.3M | <0.01% | +9.1% |
| 48 | CITIGROUP#48 · 80,559 sh | 80,559 | $2.3M | <0.01% | -56.8% |
| 49 | Man Group plc#49 · 80,062 sh | 80,062 | $2.2M | <0.01% | New |
| 50 | HARVEST MANAGEMENT#50 · 80,000 sh | 80,000 | $2.2M | 0.88% | New |
| 51 | D. E. Shaw#51 · 77,835 sh | 77,835 | $2.2M | <0.01% | +22.9% |
| 52 | Invesco Ltd.#52 · 73,700 sh | 73,700 | $2.1M | <0.01% | -16.3% |
| 53 | Jump Financial#53 · 73,303 sh | 73,303 | $2.1M | 0.02% | +324.2% |
| 54 | ARISTEIA CAPITAL, L.L.C.#54 · 72,500 sh | 72,500 | $2.0M | 0.03% | New |
| 55 | WESBANCO BANK#55 · 66,500 sh | 66,500 | $1.9M | 0.05% | 0.0% |
| 56 | GHE#56 · 64,554 sh | 64,554 | $1.8M | 0.68% | +322.9% |
| 57 | BANK OF AMERICA#57 · 60,855 sh | 60,855 | $1.7M | <0.01% | -57.8% |
| 58 | Squarepoint Ops#58 · 59,695 sh | 59,695 | $1.7M | <0.01% | -47.1% |
| 59 | HB Wealth Management#59 · 59,448 sh | 59,448 | $1.7M | — | +1.4% |
| 60 | EXCHANGE TRADED CONCEPTS#60 · 54,435 sh | 54,435 | $1.5M | <0.01% | +7.7% |
| 61 | Tweedy, Browne#61 · 54,435 sh | 54,435 | $1.5M | 0.12% | +7.7% |
| 62 | Swiss National Bank#62 · 53,300 sh | 53,300 | $1.5M | <0.01% | -4.5% |
| 63 | Badgley Phelps Wealth Managers#63 · 53,068 sh | 53,068 | $1.5M | — | 0.0% |
| 64 | Clear Harbor Asset Management#64 · 52,947 sh | 52,947 | $1.5M | 0.09% | +0.3% |
| 65 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#65 · 50,775 sh | 50,775 | $1.4M | <0.01% | +18.4% |
| 66 | LPL Financial#66 · 50,151 sh | 50,151 | $1.4M | <0.01% | +0.1% |
| 67 | Creative Planning#67 · 48,718 sh | 48,718 | $1.4M | <0.01% | -12.5% |
| 68 | BARCLAYS PLC#68 · 48,599 sh | 48,599 | $1.4M | <0.01% | +2.7% |
| 69 | Rafferty Asset Management#69 · 47,424 sh | 47,424 | $1.3M | <0.01% | +24.1% |
| 70 | PRICE T ROWE ASSOCIATES#70 · 47,170 sh | 47,170 | $1.3M | <0.01% | +21.4% |
| 71 | Quantinno Capital Management#71 · 46,865 sh | 46,865 | $1.3M | <0.01% | +19.6% |
| 72 | TWO SIGMA INVESTMENTS#72 · 45,585 sh | 45,585 | $1.3M | <0.01% | -61.0% |
| 73 | Fort Baker Capital Management#73 · 38,400 sh | 38,400 | $1.1M | 0.08% | New |
| 74 | RBF Capital#74 · 35,974 sh | 35,974 | $1.0M | 0.04% | -34.6% |
| 75 | SG Americas Securities#75 · 35,076 sh | 35,076 | $984.0K | <0.01% | +102.5% |
| 76 | RHUMBLINE ADVISERS#76 · 34,231 sh | 34,231 | $960.2K | <0.01% | -5.7% |
| 77 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#77 · 33,500 sh | 33,500 | $939.7K | <0.01% | 0.0% |
| 78 | Trexquant Investment#78 · 30,421 sh | 30,421 | $853.3K | <0.01% | -61.2% |
| 79 | DEUTSCHE BANK AG\#79 · 26,138 sh | 26,138 | $733.2K | <0.01% | -2.9% |
| 80 | RITHOLTZ WEALTH MANAGEMENT#80 · 25,159 sh | 25,159 | $705.7K | 0.01% | +0.3% |
| 81 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#81 · 24,694 sh | 24,694 | $692.7K | <0.01% | -2.9% |
| 82 | WELLS FARGO & COMPANY#82 · 23,051 sh | 23,051 | $646.6K | <0.01% | +83.8% |
| 83 | Abacus Wealth Partners#83 · 22,862 sh | 22,862 | $641.3K | 0.07% | -45.2% |
| 84 | XTX Topco Ltd#84 · 21,598 sh | 21,598 | $605.8K | <0.01% | -72.3% |
| 85 | NINE MASTS CAPITAL Ltd#85 · 21,535 sh | 21,535 | $604.1K | 0.06% | New |
| 86 | Zurcher Kantonalbank (Zurich Cantonalbank)#86 · 20,401 sh | 20,401 | $572.2K | <0.01% | +29.7% |
| 87 | VANGUARD ASSET MANAGEMENT, Ltd#87 · 20,163 sh | 20,163 | $565.6K | <0.01% | +4.2% |
| 88 | FULLER & THALER ASSET MANAGEMENT#88 · 19,755 sh | 19,755 | $554.1K | <0.01% | -0.9% |
| 89 | Legal & General Group Plc#89 · 18,571 sh | 18,571 | $520.9K | <0.01% | -39.3% |
| 90 | Vanguard Global Advisers#90 · 17,784 sh | 17,784 | $498.8K | <0.01% | -64.7% |
| 91 | MARSHALL WACE, LLP#91 · 17,200 sh | 17,200 | $482.5K | <0.01% | -7.7% |
| 92 | Harbour Capital Advisors#92 · 14,585 sh | 14,585 | $465.1K | — | New |
| 93 | ALLIANCEBERNSTEIN L.P.#93 · 22,576 sh | 22,576 | $434.4K | <0.01% | 0.0% |
| 94 | MetLife Investment Management#94 · 15,165 sh | 15,165 | $425.4K | <0.01% | 0.0% |
| 95 | Point72 Asset Management, L.P.#95 · 15,000 sh | 15,000 | $420.8K | <0.01% | New |
| 96 | QUADRANT CAPITAL GROUP#96 · 14,375 sh | 14,375 | $403.2K | — | -50.6% |
| 97 | Jupiter Topco#97 · 14,000 sh | 14,000 | $392.6K | <0.01% | — |
| 98 | MERCER GLOBAL ADVISORS#98 · 13,903 sh | 13,903 | $390.0K | <0.01% | +7.9% |
| 99 | SCHRODER INVESTMENT MANAGEMENT GROUP#99 · 13,138 sh | 13,138 | $384.4K | <0.01% | New |
| 100 | HARBOR CAPITAL ADVISORS#100 · 13,545 sh | 13,545 | $380.0K | — | +7.3% |
Funds that sold out of BZH in Q2 2026 (26)
Held BZH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| LAKEWOOD CAPITAL MANAGEMENT777,506 sh | 777,506 | $15.0M |
| First Eagle Investment Management694,671 sh | 694,671 | $13.4M |
| Numerai GP144,759 sh | 144,759 | $2.8M |
| CSM Advisors132,540 sh | 132,540 | $2.6M |
| READYSTATE ASSET MANAGEMENT129,918 sh | 129,918 | $2.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH78,511 sh | 78,511 | $1.5M |
| CAXTON ASSOCIATES LLP39,634 sh | 39,634 | $762.6K |
| DRW Securities36,785 sh | 36,785 | $707.7K |
| Assenagon Asset Management S.A.33,996 sh | 33,996 | $654.1K |
| JANE STREET GROUP31,788 sh | 31,788 | $611.6K |
| CANADA PENSION PLAN INVESTMENT BOARD31,000 sh | 31,000 | $596.4K |
| ALLSTATE30,250 sh | 30,250 | $582.0K |
| PDT Partners25,787 sh | 25,787 | $496.1K |
| Unifi Asset Management20,158 sh | 20,158 | $387.8K |
| JAMES INVESTMENT RESEARCH16,882 sh | 16,882 | $324.8K |
| Koss-Olinger Consulting16,326 sh | 16,326 | $314.1K |
| Quadrature Capital Ltd16,004 sh | 16,004 | $307.9K |
| nVerses Capital14,243 sh | 14,243 | $274.0K |
| Daytona Street Capital12,000 sh | 12,000 | $240.6K |
| State of Wyoming4,108 sh | 4,108 | $79.0K |
| GROUP ONE TRADING, L.P.1,621 sh | 1,621 | $31.2K |
| BARROW HANLEY MEWHINNEY & STRAUSS235 sh | 235 | $4.5K |
| Advisory Services Network180 sh | 180 | $3.5K |
| Walleye Capital109 sh | 109 | $2.1K |
| Performa Ltd (US)100 sh | 100 | $1.9K |
| Root Financial Partners50 sh | 50 | $962.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.