Stock ownership · SEC 13F · Q4 2025

SALLY BEAUTY HLDGS INC COM

Institutional ownership of SALLY BEAUTY HLDGS INC COM (CUSIP 79546E104) - who holds it, how concentrated it is, and what moved last quarter.

$830K
Reported value
1
Institutions
100%
Top-5 share

The verdict

1 institutions report $830K of SALLY BEAUTY HLDGS INC COM positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

1
institutions hold it
$830K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 79546E104 · Q4 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $0.8M
  • HOLDERS-FOCUS 1 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 1 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - SALLY BEAUTY HLDGS INC COM's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a SALLY BEAUTY HLDGS INC COM position has fallen from 2 to 1 over the last 7 quarters of 13F filings.

0.511.522.5 Q1'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 1
Distinct 13F filers holding SALLY BEAUTY HLDGS INC COM, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 DGS Capital Management, LLC 58,191 $830K 100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SALLY BEAUTY HLDGS INC COM's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold SALLY BEAUTY HLDGS INC COM?
SALLY BEAUTY HLDGS INC COM is held by 1 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of SALLY BEAUTY HLDGS INC COM?
Institutions report $830K of SALLY BEAUTY HLDGS INC COM as of Q4 2025.
How concentrated is ownership of SALLY BEAUTY HLDGS INC COM?
The top five institutional holders account for 100% of the reported institutional value in SALLY BEAUTY HLDGS INC COM, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of SALLY BEAUTY HLDGS INC COM?
DGS Capital Management, LLC is the largest reported holder of SALLY BEAUTY HLDGS INC COM with $830K across 58,191 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.