Who owns M/I Homes (MHO)
Which tracked institutional funds hold MHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MHO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MHO is one-sided between 2026-Q1 and 2026-Q2: 137 added or opened and 44 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MHO’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MHO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MHO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 321 tracked filers holding MHO, 182 increased or opened the position and 169 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MHO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- GRS Advisors, LLC$41M
- Jupiter Topco LLC$21M
- PALISADE CAPITAL MANAGEMENT, LP$3M
- Bridgewater Associates, LP$2M
- ExodusPoint Capital Management, LP$2M
- NORGES BANK$2M
Full exits 30
- T. Rowe Price Investment Management, Inc.$59M
- JANUS HENDERSON GROUP PLC$11M
- JANE STREET GROUP, LLC$7M
- SummitTX Capital, L.P.$5M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4M
- BESSEMER GROUP INC$3M
Largest adds
- BlackRock, Inc.$399M
- STATE STREET CORP$59M
- FMR LLC$48M
- GOLDMAN SACHS GROUP INC$42M
- DONALD SMITH & CO., INC.$41M
- VANGUARD CAPITAL MANAGEMENT LLC$41M
Largest trims
- Assenagon Asset Management S.A.$11M
- De Lisle Partners LLP$7M
- NORDEA INVESTMENT MANAGEMENT AB$6M
- EMG Holdings, L.P.$4M
- CITADEL ADVISORS LLC$3M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 4,787,460 | $770M | 20.8% | 2026-Q2 |
| DONALD SMITH & CO., INC. trimmed | 1,391,480 | $224M | 6.0% | 2026-Q2 |
| STATE STREET CORP added | 1,326,840 | $213M | 5.8% | 2026-Q2 |
| FMR LLC added | 1,230,136 | $198M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 1,105,880 | $178M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,096,189 | $176M | 4.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,061,933 | $171M | 4.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 682,159 | $110M | 3.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 596,306 | $96M | 2.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 571,029 | $92M | 2.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 558,268 | $90M | 2.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 466,674 | $75M | 2.0% | 2026-Q2 |
| Invesco Ltd. added | 431,282 | $69M | 1.9% | 2026-Q2 |
| Junto Capital Management LP added | 338,298 | $54M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 320,582 | $52M | 1.4% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 316,385 | $51M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 309,075 | $50M | 1.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 296,161 | $48M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 284,506 | $46M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 271,728 | $44M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 262,230 | $42M | 1.1% | 2026-Q2 |
| GRS Advisors, LLC new | 257,646 | $41M | 1.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 231,676 | $37M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 196,284 | $32M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 186,778 | $30M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 169,086 | $27M | 0.7% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 157,703 | $25M | 0.7% | 2026-Q2 |
| BARCLAYS PLC trimmed | 141,643 | $23M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 141,141 | $23M | 0.6% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 140,330 | $23M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 139,175 | $22M | 0.6% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 136,364 | $22M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 128,812 | $21M | 0.6% | 2026-Q2 |
| Jupiter Topco LLC new | 128,800 | $21M | 0.6% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 122,870 | $20M | 0.5% | 2026-Q2 |
| Gradient Investments LLC added | 121,911 | $20M | 0.5% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 113,355 | $18M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 106,821 | $17M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 106,580 | $17M | 0.5% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 85,861 | $14M | 0.4% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 83,400 | $13M | 0.4% | 2026-Q2 |
| Capelight Capital Asset Management LP added | 80,000 | $13M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 75,643 | $12M | 0.3% | 2026-Q2 |
| Steamboat Capital Partners, LLC trimmed | 75,523 | $12M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 73,716 | $12M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 73,509 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 72,408 | $12M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 72,322 | $12M | 0.3% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 64,249 | $10M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 64,056 | $10M | 0.3% | 2026-Q2 |
| DENALI ADVISORS LLC added | 61,445 | $10M | 0.3% | 2026-Q2 |
| UBS Group AG added | 61,149 | $10M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 60,219 | $10M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 56,249 | $9M | 0.2% | 2026-Q2 |
| ASSETMARK, INC trimmed | 55,296 | $9M | 0.2% | 2026-Q2 |
| Long Pond Capital, LP added | 55,230 | $9M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 54,250 | $9M | 0.2% | 2026-Q2 |
| STRS OHIO trimmed | 51,600 | $8M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 51,223 | $8M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 50,578 | $8M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 50,400 | $8M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 48,858 | $8M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 46,820 | $6M | 0.2% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT added | 46,712 | $8M | 0.2% | 2026-Q2 |
| Ruffer LLP trimmed | 45,809 | $7M | 0.2% | 2026-Q2 |
| Old North State Wealth Management, LLC added | 45,526 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 45,031 | $7M | 0.2% | 2026-Q2 |
| Edgestream Partners, L.P. trimmed | 44,743 | $7M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 44,446 | $7M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 43,133 | $7M | 0.2% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. added | 42,966 | $7M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 41,709 | $7M | 0.2% | 2026-Q2 |
| RBF Capital, LLC | 41,700 | $7M | 0.2% | 2026-Q2 |
| CRAMER ROSENTHAL MCGLYNN LLC trimmed | 40,972 | $7M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 38,652 | $6M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 33,373 | $5M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 30,337 | $4M | 0.1% | 2026-Q2 |
| Shay Capital LLC | 30,000 | $5M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 29,583 | $5M | 0.1% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 29,435 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 27,986 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 27,618 | $4M | 0.1% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 26,686 | $4M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 25,389 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 23,540 | $4M | 0.1% | 2026-Q2 |
| Militia Capital Management LLC | 23,000 | $4M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 22,425 | $4M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 21,864 | $4M | 0.1% | 2026-Q2 |
| 1492 Capital Management LLC trimmed | 21,656 | $3M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 21,103 | $3M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 20,964 | $3M | 0.1% | 2026-Q2 |
| Round Hill Asset Management trimmed | 20,932 | $3M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added | 20,285 | $3M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 19,420 | $3M | 0.1% | 2026-Q2 |
| Phocas Financial Corp. trimmed | 18,865 | $3M | 0.1% | 2026-Q2 |
| PALISADE CAPITAL MANAGEMENT, LP new | 18,679 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,082 | $3M | 0.1% | 2026-Q2 |
| ENGLISH CAPITAL MANAGEMENT LLC added | 16,502 | $6M | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC added | 14,977 | $2M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 14,595 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.