SMHINYSEDeep Sea Foreign Transportation of FreightFiscal year ends December 31
SEACOR Marine Holdings Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$8.70+0.49 (+5.97%)
Close on Oct 19, 2026
- Market cap
- $229.28M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
48.7%
13M of 27M shares
Institutional holders
95
15 new, 9 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 32 sales
Net sold $2.75M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Chernett Jorey | 1,946,963 | 7.19% | 13D (active) | Jun 22, 2026 |
| BlackRock, Inc. | 1,724,788 | 6.40% | 13G (passive) | Dec 31, 2023 |
| John M. Gellert | 1,424,425 | 5.10% | 13D (active) | Jan 10, 2025 |
| Carl K. Oppenheimer | 1,383,792 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SMHI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 2,067,978 | 7.62% | $15.82M | +997,489 | 0.01% |
| BlackRock, Inc. | 1,593,198 | 5.87% | $12.19M | +53,691 | 0.00% |
| Oppenheimer & Close, LLC | 1,383,792 | 5.10% | $10.59M | +2,425 | 6.68% |
| Dimensional Fund Advisors LP | 1,186,855 | 4.37% | $9.08M | −65,865 | 0.00% |
| Vanguard Capital Management LLC | 943,391 | 3.48% | $7.22M | −74,396 | 0.00% |
| Robotti Robert | 713,219 | 2.63% | $5.46M | −54,727 | 0.88% |
| Flat Footed LLC | 683,777 | 2.52% | $5.23M | New | 0.40% |
| Geode Capital Management, LLC | 530,553 | 1.96% | $4.06M | +26,942 | 0.00% |
| State Street Corp | 496,809 | 1.83% | $3.80M | −1,720 | 0.00% |
| Cerity Partners LLC | 431,723 | 1.59% | $3.30M | −3,209 | 0.00% |
| First Manhattan Co. LLC. | 309,085 | 1.14% | $2.36M | −11,500 | 0.01% |
| Morgan Stanley | 248,053 | 0.91% | $1.90M | −4,258 | 0.00% |
| Oppenheimer & Co Inc | 227,400 | 0.84% | $1.74M | +4,400 | 0.02% |
| Glenorchy Capital Ltd | 219,261 | 0.81% | $1.68M | +8,334 | 0.06% |
| Semper Augustus Investments Group LLC | 208,175 | 0.77% | $1.59M | – | 0.18% |
| Northern Trust Corp | 171,051 | 0.63% | $1.31M | −24,040 | 0.00% |
| Vanguard Portfolio Management LLC | 148,776 | 0.55% | $1.14M | +22,272 | 0.00% |
| Vanguard Fiduciary Trust Co | 136,115 | 0.50% | $1.04M | +1,767 | 0.00% |
| HighTower Advisors, LLC | 128,988 | 0.48% | $986.76K | +213 | 0.00% |
| Renaissance Technologies LLC | 114,200 | 0.42% | $873.63K | −6,200 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 95 | 13M | 48.7% | 15 / 31 | 30 / 9 | 2M | 1M |
| Q1 2026 | 91 | 12M | 43.3% | 21 / 20 | 31 / 9 | 2M | 1M |
| Q4 2025 | 81 | 11M | 41.5% | 5 / 18 | 33 / 15 | 0M | 1M |
| Q3 2025 | 91 | 12M | 43.4% | 12 / 23 | 32 / 2 | 0M | 1M |
| Q2 2025 | 81 | 12M | 43.8% | 5 / 22 | 34 / 12 | 0M | 2M |
| Q1 2025 | 88 | 14M | 51.1% | 10 / 31 | 28 / 12 | 1M | 1M |
| Q4 2024 | 91 | 13M | 49.5% | 19 / 32 | 22 / 18 | 1M | 3M |
| Q3 2024 | 90 | 15M | 54.7% | 15 / 39 | 16 / 11 | 3M | 1M |
| Q2 2024 | 89 | 15M | 55.2% | 14 / 29 | 30 / 17 | 2M | 3M |
| Q1 2024 | 92 | 16M | 59.9% | 17 / 36 | 20 / 7 | 3M | 3M |
| Q4 2023 | 82 | 16M | 60.7% | 15 / 32 | 15 / 8 | 1M | 1M |
| Q3 2023 | 75 | 16M | 60.7% | 12 / 22 | 19 / 0 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SMHI | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Eagle Small Cap Opportunity Fund | 909,380 | 3.35% | $8.58M | 0.30% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 687,242 | 2.53% | $5.26M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 546,632 | 2.01% | $4.18M | 0.01% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 273,280 | 1.01% | $2.58M | 0.01% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 239,686 | 0.88% | $2.26M | 0.01% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 222,614 | 0.82% | $1.70M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 191,091 | 0.70% | $1.46M | 0.01% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 156,891 | 0.58% | $1.48M | 0.01% | Jul 31, 2026 |
| Pinnacle Value Fund | 139,801 | 0.52% | $1.07M | 2.76% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 111,481 | 0.41% | $841.68K | 0.00% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 110,755 | 0.41% | $836.20K | 0.00% | May 31, 2026 |
| U.S. Small Cap Portfolio | 104,580 | 0.39% | $986.19K | 0.01% | Jul 31, 2026 |
| Dimensional US Small Cap Value ETF | 104,247 | 0.38% | $983.05K | 0.01% | Jul 31, 2026 |
| U.S. Micro Cap Portfolio | 89,979 | 0.33% | $848.50K | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 79,037 | 0.29% | $745.32K | 0.00% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John M. Gellert | President and CEO, Director | 1,305,219 | 4.81% | Mar 10, 2026 |
| Jesus Llorca | EVP & CFO | 382,981 | 1.41% | Sep 4, 2026 |
| Andrew H. Everett II | Sr. VP, General Counsel & Secy | 194,279 | 0.72% | Sep 4, 2026 |
| Gregory Scott Rossmiller | SVP & CAO | 244,506 | 0.90% | Jul 31, 2026 |
| Bejos Alfredo Miguel | Director | 1,144,234 | 4.22% | Jun 4, 2026 |
| Lisa P. Young | Director | 48,242 | 0.18% | Jun 4, 2026 |
| Julie Persily | Director | 100,698 | 0.37% | Jun 4, 2026 |
| Robert Christopher Regan | Director | 144,382 | 0.53% | Jun 4, 2026 |
| Andrew R. Morse | Director | 193,556 | 0.71% | Jun 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Sep 2, 2026 | Sale(10b5-1 plan) | −4,116 | $10.00 | $41.16K | 194,279 |
| Jesus Llorca EVP & CFO | Sep 2, 2026 | Sale(10b5-1 plan) | −4,000 | $10.00 | $40.00K | 382,981 |
| Jesus Llorca EVP & CFO | Sep 2, 2026 | Option exercise | +2,100 | $4.39 | $9.22K | 386,981 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Aug 21, 2026 | Sale(10b5-1 plan) | −200 | $10.00 | $2.00K | 198,395 |
| Jesus Llorca EVP & CFO | Aug 21, 2026 | Sale(10b5-1 plan) | −401 | $10.00 | $4.01K | 384,881 |
| Jesus Llorca EVP & CFO | Aug 21, 2026 | Option exercise | +200 | $4.39 | $878 | 385,282 |
| Jesus Llorca EVP & CFO | Aug 17, 2026 | Sale(10b5-1 plan) | −3,207 | $9.85 | $31.59K | 385,082 |
| Jesus Llorca EVP & CFO | Aug 14, 2026 | Sale(10b5-1 plan) | −5,927 | $9.78 | $57.97K | 388,289 |
| Jesus Llorca EVP & CFO | Aug 13, 2026 | Sale(10b5-1 plan) | −1,503 | $9.75 | $14.65K | 394,216 |
| Jesus Llorca EVP & CFO | Aug 12, 2026 | Sale(10b5-1 plan) | −2,840 | $9.76 | $27.72K | 395,719 |
| Jesus Llorca EVP & CFO | Aug 11, 2026 | Sale(10b5-1 plan) | −13,054 | $9.79 | $127.80K | 398,559 |
| Jesus Llorca EVP & CFO | Aug 7, 2026 | Sale(10b5-1 plan) | −205 | $9.75 | $2.00K | 411,613 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Aug 4, 2026 | Sale(10b5-1 plan) | −1,018 | $9.56 | $9.73K | 198,595 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Aug 3, 2026 | Sale(10b5-1 plan) | −5,113 | $9.52 | $48.68K | 199,613 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jul 31, 2026 | Sale(10b5-1 plan) | −1,637 | $9.54 | $15.62K | 204,726 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jul 30, 2026 | Sale(10b5-1 plan) | −45,892 | $9.00 | $413.03K | 223,595 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jul 30, 2026 | Sale(10b5-1 plan) | −17,232 | $9.51 | $163.88K | 206,363 |
| Jesus Llorca EVP & CFO | Jul 30, 2026 | Sale(10b5-1 plan) | −60,823 | $9.12 | $554.71K | 411,818 |
| Gregory Scott Rossmiller SVP & CAO | Jul 30, 2026 | Sale(10b5-1 plan) | −15,000 | $9.52 | $142.80K | 244,506 |
| Gregory Scott Rossmiller SVP & CAO | Jul 30, 2026 | Sale(10b5-1 plan) | −12,741 | $8.74 | $111.36K | 259,506 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jul 15, 2026 | Sale(10b5-1 plan) | −4,108 | $8.50 | $34.92K | 269,487 |
| Gregory Scott Rossmiller SVP & CAO | Jul 15, 2026 | Sale(10b5-1 plan) | −3,223 | $8.50 | $27.40K | 272,247 |
| Jesus Llorca EVP & CFO | Jul 15, 2026 | Sale(10b5-1 plan) | −13,914 | $8.42 | $117.16K | 472,641 |
| Jesus Llorca EVP & CFO | Jul 14, 2026 | Sale(10b5-1 plan) | −7,816 | $8.29 | $64.79K | 486,555 |
| Jesus Llorca EVP & CFO | Jul 1, 2026 | Sale(10b5-1 plan) | −1,386 | $8.01 | $11.10K | 494,371 |
| Jesus Llorca EVP & CFO | Jun 30, 2026 | Sale(10b5-1 plan) | −1,649 | $8.02 | $13.22K | 495,757 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jun 29, 2026 | Sale(10b5-1 plan) | −10,565 | $8.04 | $84.94K | 273,595 |
| Jesus Llorca EVP & CFO | Jun 29, 2026 | Sale(10b5-1 plan) | −14,461 | $8.03 | $116.12K | 497,406 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Jun 23, 2026 | Sale(10b5-1 plan) | −9,435 | $8.02 | $75.67K | 284,160 |
| Jesus Llorca EVP & CFO | Jun 23, 2026 | Sale(10b5-1 plan) | −11,963 | $7.98 | $95.46K | 511,867 |
| Jesus Llorca EVP & CFO | Jun 22, 2026 | Sale(10b5-1 plan) | −14,432 | $7.73 | $111.56K | 523,830 |
| Gregory Scott Rossmiller SVP & CAO | Jun 16, 2026 | Sale(10b5-1 plan) | −9,601 | $7.17 | $68.84K | 275,470 |
| Gregory Scott Rossmiller SVP & CAO | Jun 15, 2026 | Sale(10b5-1 plan) | −9,670 | $7.27 | $70.30K | 285,071 |
| Lisa P. Young Director | Jun 2, 2026 | Award | +16,564 | – | – | 48,242 |
| Andrew R. Morse Director | Jun 2, 2026 | Award | +20,592 | – | – | 193,556 |
| Bejos Alfredo Miguel Director | Jun 2, 2026 | Award | +11,864 | – | – | 144,234 |
| Bejos Alfredo Miguel Director | Jun 2, 2026 | Tax withholding | −5,502 | $7.56 | $41.60K | 132,370 |
| Robert Christopher Regan Director | Jun 2, 2026 | Award | +17,235 | – | – | 95,897 |
| Julie Persily Director | Jun 2, 2026 | Award | +15,222 | – | – | 100,698 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Mar 7, 2026 | Option exercise | +3,984 | – | – | 295,633 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Mar 7, 2026 | Tax withholding | −2,038 | $7.31 | $14.90K | 293,595 |
| John M. Gellert President and CEO, Director | Mar 7, 2026 | Option exercise | +9,562 | – | – | 1,057,215 |
| John M. Gellert President and CEO, Director | Mar 7, 2026 | Tax withholding | −4,193 | $7.31 | $30.65K | 1,053,022 |
| Gregory Scott Rossmiller SVP & CAO | Mar 7, 2026 | Option exercise | +3,719 | – | – | 296,205 |
| Gregory Scott Rossmiller SVP & CAO | Mar 7, 2026 | Tax withholding | −1,464 | $7.31 | $10.70K | 294,741 |
| Jesus Llorca EVP & CFO | Mar 7, 2026 | Option exercise | +7,703 | – | – | 542,195 |
| Jesus Llorca EVP & CFO | Mar 7, 2026 | Tax withholding | −3,933 | $7.31 | $28.75K | 538,262 |
| John M. Gellert President and CEO, Director | Mar 4, 2026 | Tax withholding | −65,932 | $7.63 | $503.06K | 1,047,653 |
| Jesus Llorca EVP & CFO | Mar 4, 2026 | Tax withholding | −66,997 | $7.63 | $511.19K | 534,492 |
| Gregory Scott Rossmiller SVP & CAO | Mar 4, 2026 | Tax withholding | −24,933 | $7.63 | $190.24K | 292,486 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Mar 4, 2026 | Tax withholding | −34,723 | $7.63 | $264.94K | 291,649 |
| Jesus Llorca EVP & CFO | Feb 27, 2026 | Award | +70,865 | – | – | 601,489 |
| John M. Gellert President and CEO, Director | Feb 27, 2026 | Award | +87,965 | – | – | 1,113,585 |
| Andrew H. Everett II Sr. VP, General Counsel & Secy | Feb 27, 2026 | Award | +36,655 | – | – | 326,372 |
| Gregory Scott Rossmiller SVP & CAO | Feb 27, 2026 | Award | +34,215 | – | – | 317,419 |
| Robert Christopher Regan Director | Nov 12, 2025 | Gift | −13,515 | – | – | 48,485 |
| Julie Persily Director | Nov 11, 2025 | Sale | −7,000 | $7.45 | $52.15K | 85,476 |
| Bejos Alfredo Miguel Director | Jun 3, 2025 | Award | +18,337 | – | – | 139,883 |
| Bejos Alfredo Miguel Director | Jun 3, 2025 | Tax withholding | −2,011 | $5.73 | $11.52K | 137,872 |
| Lisa P. Young Director | Jun 3, 2025 | Award | +25,600 | – | – | 31,678 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Everett Andrew Officer | Jun 24, 2026 | 145,000 | $1.34M | Jun 23, 2026 | Employment related - restricted award lapse |
| Llorca Jesus Officer | Jun 22, 2026 | 309,925 | $6.05M | Jun 22, 2026 | Employment related - restricted stock award |
| Persily Julie Director | Nov 12, 2025 | 7,000 | $51.76K | Nov 11, 2025 | Employment related - restricted award |
| Andrew H. Everett II Officer | Jul 16, 2024 | 4,646 | $69.43K | Jul 16, 2024 | Employment Related |
| Gregory Scott Rossmiller Officer | Jul 16, 2024 | 8,617 | $128.87K | Jul 16, 2024 | Employment related |
| Jesus Llorca Officer | Jul 16, 2024 | 14,168 | $211.66K | Jul 16, 2024 | Employment Related |
| Julie Persily Officer | May 9, 2024 | 7,500 | $98.98K | May 9, 2024 | Stock Options |
| Julie Persily Officer | Nov 3, 2023 | 20,000 | $260.00K | Nov 3, 2023 | Employment related |
| Robert Christopher Regan Director | Nov 3, 2023 | 20,000 | $265.12K | Nov 3, 2023 | BONUS COMPENSATION |
| Andrew H. Everett II Officer | Oct 19, 2023 | 16,790 | $251.85K | Oct 19, 2023 | Employment related |
| Jesus Llorca Officer | Oct 19, 2023 | 20,000 | $300.00K | Oct 19, 2023 | Employment related |
| Gregory Scott Rossmiller Officer | Sep 12, 2023 | 13,838 | $193.73K | Sep 11, 2023 | Employment Related |
| Jesus Llorca Officer | Sep 12, 2023 | 16,771 | $234.79K | Sep 11, 2023 | Employment Related |
| Jesus Llorca Officer | Sep 5, 2023 | 205,315 | $130.00K | Sep 5, 2023 | Employment related |
| Jesus Llorca Officer | Jul 21, 2023 | 3,511 | $41.93K | Jul 21, 2023 | Long Sale |