BZH — BEAZER HOMES USA INC
As of Q2 2026, 30 SEC-registered investment managers reported holding BZH (BEAZER HOMES USA INC) in their latest 13F filings, with a combined reported value of $238.23M across 8.54M shares. That is -15.8% by share count (-1.60M shares) versus the previous quarter, while reported value moved +22.5%. Ownership is concentrated: the five largest holders account for 72.4% of reported value and the top ten for 88.4%.
Compared with the prior quarter, 3 opened new positions, 8 added to existing stakes, 17 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BZH is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 2.85M | $79.84M | 0.00% | Reduce |
| Capital World Investors history | Q2 2026 | 1.71M | $47.86M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 1.76M | $35.61M | 0.00% | Reduce |
| Geode Capital Management history | Q2 2026 | 652.02K | $18.29M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 547.06K | $15.34M | 0.00% | Reduce |
| First Eagle Investment Management history | Q1 2026 | 694.67K | $13.37M | 0.02% | Reduce |
| Ontario Teachers Pension Plan history | Q2 2026 | 394.00K | $11.05M | 0.16% | Hold |
| Citadel Advisors history | Q2 2026 | 379.38K | $10.64M | 0.00% | Reduce |
| Royce & Associates history | Q3 2025 | 353.83K | $8.69M | 0.09% | Add |
| Goldman Sachs Group history | Q2 2026 | 305.08K | $8.56M | 0.00% | Reduce |
| AQR Capital Management history | Q2 2026 | 245.66K | $6.89M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 240.56K | $6.75M | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 192.31K | $5.39M | 0.00% | Hold |
| Morgan Stanley history | Q2 2026 | 183.46K | $5.15M | 0.00% | Reduce |
| Norges Bank Investment Management history | Q4 2024 | 151.10K | $4.15M | 0.00% | New |
| Citigroup Inc history | Q2 2026 | 130.56K | $3.66M | 0.00% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 109.86K | $3.08M | 0.00% | Reduce |
| Arrowstreet Capital history | Q4 2025 | 116.77K | $2.37M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 84.27K | $2.36M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 80.62K | $2.26M | 0.00% | Add |
New Positions (Q2 2026)
- Point72 Asset Management 15.00K sh · $420.75K
- JPMorgan Chase & Co 12.13K sh · $355.07K
- Amundi US 7.80K sh · $218.82K
Fully Exited (vs previous quarter)
- First Eagle Investment Management sold 694.67K sh · $13.37M
- CPP Investments sold 31.00K sh · $596.44K
- Janus Henderson Group sold 14.00K sh · $269.50K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.14M | 3.15M | 3.21M | 3.13M | 3.07M | 2.98M | 2.88M | 2.85M |
| Capital World Investors | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.66M | 1.71M |
| Geode Capital Management | 510.43K | 506.22K | 512.32K | 507.80K | 526.21K | 537.93K | 556.72K | 575.17K | 604.04K | 633.30K | 643.72K | 671.80K | 664.20K | 650.33K | 677.36K | 669.42K | 653.22K | 650.77K | 670.35K | 652.02K |
| Charles Schwab Investment Management | 485.36K | 405.50K | 437.19K | 496.24K | 523.31K | 566.37K | 603.71K | 589.07K | 566.86K | 589.53K | 532.10K | 442.90K | 376.37K | 309.71K | 345.61K | 450.53K | 555.87K | 678.47K | 654.85K | 547.06K |
| Ontario Teachers Pension Plan | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 394.00K | 394.00K | 394.00K | 394.00K |
| Citadel Advisors | 149.82K | 138.90K | 180.93K | 238.40K | 375.99K | 217.60K | 149.90K | 310.30K | 263.01K | 139.10K | 116.33K | 231.91K | 298.61K | 185.21K | 298.10K | 399.59K | 201.36K | 264.60K | 477.97K | 379.38K |
| Goldman Sachs Group | 194.71K | 173.25K | 282.31K | 282.75K | 271.12K | 188.05K | 195.34K | 209.89K | 462.62K | 330.39K | 195.26K | 250.32K | 267.36K | 406.71K | 400.30K | 527.00K | 345.79K | 295.52K | 335.33K | 305.08K |
| AQR Capital Management | 48.51K | 51.29K | 130.03K | 132.66K | 216.35K | 519.29K | 697.64K | 555.25K | 321.27K | 317.15K | 267.71K | 236.09K | 118.93K | 146.79K | 198.85K | 132.02K | 121.26K | 171.89K | 172.40K | 245.66K |
| Northern Trust Corp | 491.62K | 486.27K | 464.98K | 465.29K | 462.69K | 450.79K | 441.04K | 466.10K | 468.86K | 470.04K | 419.99K | 411.44K | 263.19K | 290.69K | 286.52K | 275.03K | 269.04K | 250.38K | 248.90K | 240.56K |
| UBS Group AG | 28.11K | 21.54K | 20.04K | 10.31K | 15.16K | 6.96K | 11.62K | 23.38K | 41.39K | 40.06K | 47.47K | 26.75K | 38.83K | 235.77K | 452.70K | 365.06K | 185.57K | 537.66K | 192.59K | 192.31K |
| Morgan Stanley | 272.85K | 215.26K | 164.62K | 240.69K | 362.90K | 382.64K | 499.50K | 513.77K | 756.01K | 560.62K | 467.18K | 517.83K | 592.21K | 465.75K | 500.46K | 340.17K | 679.75K | 608.83K | 533.47K | 183.46K |
| Citigroup Inc | 27.69K | 26.71K | 17.26K | 17.55K | 13.91K | 511.30K | 475.24K | 444.07K | 413.88K | 424.61K | 27.39K | 30.01K | 45.44K | 50.05K | 53.05K | 33.64K | 103.02K | 135.71K | 236.58K | 130.56K |
| Balyasny Asset Management | — | — | — | — | — | — | — | — | — | — | 43.33K | 88.76K | 150.88K | 116.51K | 214.33K | 76.75K | 102.85K | 193.44K | 165.10K | 109.86K |
| BNY Mellon | 178.46K | 164.24K | 167.31K | 159.84K | 170.33K | 190.99K | 185.99K | 184.06K | 182.07K | 171.32K | 142.98K | 152.54K | 128.83K | 119.86K | 120.14K | 122.66K | 122.75K | 86.97K | 92.71K | 84.27K |
| Franklin Resources | 67.81K | 66.96K | 66.95K | 45.38K | 46.03K | 45.66K | 45.77K | 52.68K | 39.66K | 39.62K | 73.63K | 136.42K | 142.22K | 130.32K | 187.97K | 95.29K | 24.34K | 16.52K | 73.89K | 80.62K |
| D. E. Shaw & Co | 20.84K | — | 32.54K | 12.73K | 63.10K | 164.38K | 177.00K | 314.44K | 198.31K | 62.62K | — | 86.43K | 110.29K | 108.57K | 20.71K | 9.30K | 8.72K | 112.51K | 63.33K | 77.83K |
| Invesco Ltd | 1.32M | 1.21M | 626.48K | 180.62K | 171.12K | 211.31K | 174.24K | 192.61K | 485.32K | 352.39K | 311.67K | 154.97K | 130.62K | 130.22K | 120.79K | 104.80K | 96.76K | 86.95K | 88.01K | 73.70K |
| Bank of America Corp | 131.39K | 126.19K | 157.65K | 102.44K | 69.83K | 129.05K | 229.09K | 216.94K | 127.44K | 165.50K | 129.58K | 101.07K | 121.46K | 78.75K | 110.81K | 112.11K | 213.45K | 284.96K | 144.04K | 60.85K |
| Two Sigma Investments | 286.00K | 159.01K | 39.94K | 14.33K | 60.24K | 162.34K | 245.37K | 147.97K | 297.85K | 191.13K | 195.96K | 247.69K | 270.48K | 221.72K | 138.16K | 45.53K | 12.05K | 45.19K | 116.83K | 45.59K |
| Deutsche Bank AG | 158.62K | 144.29K | 137.58K | 39.15K | 37.16K | 37.36K | 18.11K | 80.19K | 16.10K | 60.22K | 34.81K | 31.59K | 110.45K | 120.03K | 27.75K | 21.03K | 24.02K | 25.10K | 26.92K | 26.14K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details