$SMHI

$8.84 +$0.19 (2.2%) Close

$SMHI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 27.1M shares outstanding

Who owns SMHI?

By type of holder

Institutions 44.8% Insiders 14.7% Everyone else 40.5%

Concentration Top 10 holders own 44.4%

Chernett Jorey 7.2% · BlackRock, Inc. 5.9%

Institutional ownership

44.8%

+1.5 pts vs last qtr

Institutional holders

+3 vs last qtr

Net shares bought

+406.5K

by institutions in Q2 2026

New / sold out

14 / 11

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Flat Footed LLC NEW +683.8K
Aqr Capital Management LLC NEW +55.6K

Biggest sellers in Q2 2026

Vanguard Capital Management LLC −74.4K
Dimensional Fund Advisors LP −65.9K

Who is planning to sell?

Notices of proposed sale, last 12 months

$7.44M

3 notices from 3 people

Shares covered

461.9K

1.70% of the company

Arranged in advance

18%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Jesus Llorca Officer $6.05M
Andrew Everett Officer 10b5-1 $1.34M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+11.5%

+1.83% a year

Each share's claim on the business

−10.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$7.09M vs $39M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years72% 3–5 years6% 1–3 years15% Under 1 year8%

Quarterly turnover

6.9%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SMHI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	1.6M	5.87%	+53.7K (+3.5%)	≤2021	0.0%
Shares held by quarter Peak holding1.8M (Q4'24) Change over 8 quarters−164.5K Share of the company5.870% BlackRock, Inc.'s full portfolio →
OC Oppenheimer & Close, LLC	1.4M	5.10%	+2.4K (+0.2%)	≤2021	6.7%
Shares held by quarter Peak holding1.4M (Q2'26) Change over 8 quarters+802.6K Share of the company5.100% Oppenheimer & Close, LLC's full portfolio →

BlackRock, Inc.

1.6M

% of company

5.87%

Change vs last qtr

+53.7K (+3.5%)

Held since

≤2021

Oppenheimer & Close, LLC

1.4M

% of company

5.10%

Change vs last qtr

+2.4K (+0.2%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding SEACOR Marine Holdings Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMHI on Form N-PORT; together they hold 18.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FE First Eagle Small Cap Opportunity Fund First Eagle Funds	$8.58M	909.4K	3.35%	0.30%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.26M	687.2K	2.53%	0.00%	June 30, 2026

First Eagle Small Cap Opportunity Fund

First Eagle Funds

Position value

$8.58M

% of company

3.35%

% of the fund

0.30%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.26M

% of company

2.53%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SEACOR Marine Holdings Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
CJ Chernett Jorey 5%+ holder 13D · 7.2%	1.9M	7.18%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company7.180% Disclosed stake13D · 7.2% View the 13D/G filing →
JM John M. Gellert 5%+ holder 13D · 5.1%	1.4M	5.25%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.250% Disclosed stake13D · 5.1% View the 13D/G filing →

Chernett Jorey

5%+ holder13D · 7.2%

1.9M

% of company

7.18%

Change vs last qtr

—

Held since

—

John M. Gellert

5%+ holder13D · 5.1%

1.4M

% of company

5.25%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of SEACOR Marine Holdings Inc.

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