Who owns Meritage Homes (MTH)
Which tracked institutional funds hold MTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTH 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
159 tracked funds added or opened MTH while 67 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
MTH’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MTH 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 378 tracked filers holding MTH, 200 increased or opened the position and 223 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 MTH 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 20
- BAMCO INC /NY/$112M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$26M
- Atlas FRM LLC$18M
- SCHWERIN BOYLE CAPITAL MANAGEMENT INC$12M
- RATIONAL ADVISORS, INC.$9M
- Impax Asset Management Group plc$9M
Full exits 38
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$42M
- Woodline Partners LP$35M
- TUDOR INVESTMENT CORP ET AL$15M
- Sophron Capital Management L.P.$15M
- LSV ASSET MANAGEMENT$14M
- DDD Partners, LLC$12M
Largest adds
- BlackRock, Inc.$412M
- FMR LLC$107M
- VANGUARD PORTFOLIO MANAGEMENT LLC$94M
- STATE STREET CORP$88M
- TWO SIGMA INVESTMENTS, LP$68M
- VANGUARD CAPITAL MANAGEMENT LLC$65M
Largest trims
- Qube Research & Technologies Ltd$34M
- JANE STREET GROUP, LLC$33M
- SummitTX Capital, L.P.$24M
- CITADEL ADVISORS LLC$21M
- Squarepoint Ops LLC$18M
- NORGES BANK$18M
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 | 12,228,015 | $1.0B | 19.2% | 2026-Q2 |
| RATIONAL ADVISORS, INC. new | 9,102,000 | $9M | 0.2% | 2026-Q2 |
| INCOME RESEARCH & MANAGEMENT new | 6,215,000 | $6M | 0.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,046,067 | $339M | 6.4% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,000,000 | $4M | 0.1% | 2026-Q2 |
| FMR LLC added | 3,916,619 | $328M | 6.1% | 2026-Q2 |
| STATE STREET CORP added | 3,594,997 | $301M | 5.6% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 2,896,044 | $243M | 4.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,873,406 | $241M | 4.5% | 2026-Q2 |
| Capital World Investors added | 2,042,101 | $171M | 3.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,839,080 | $154M | 2.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,718,277 | $144M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,443,063 | $121M | 2.3% | 2026-Q2 |
| BAMCO INC /NY/ new | 1,341,653 | $112M | 2.1% | 2026-Q2 |
| GREENHAVEN ASSOCIATES INC trimmed | 1,297,494 | $109M | 2.0% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,296,501 | $109M | 2.0% | 2026-Q2 |
| UBS Group AG added | 1,155,013 | $97M | 1.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 1,120,468 | $94M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,036,907 | $87M | 1.6% | 2026-Q2 |
| NORGES BANK trimmed | 931,561 | $78M | 1.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 821,387 | $69M | 1.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 804,790 | $67M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 793,553 | $67M | 1.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 772,275 | $65M | 1.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 665,083 | $56M | 1.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 638,872 | $54M | 1.0% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 614,232 | $52M | 1.0% | 2026-Q2 |
| BARCLAYS PLC added | 612,251 | $51M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 583,680 | $49M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 508,935 | $43M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 504,035 | $42M | 0.8% | 2026-Q2 |
| GRS Advisors, LLC added | 458,625 | $38M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 441,260 | $37M | 0.7% | 2026-Q2 |
| Callodine Capital Management, LP added | 440,000 | $37M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 412,023 | $35M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 367,561 | $31M | 0.6% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 356,121 | $30M | 0.6% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 322,372 | $27M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 305,797 | $26M | 0.5% | 2026-Q2 |
| Aberdeen Group plc trimmed | 296,900 | $25M | 0.5% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 273,317 | $23M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 267,223 | $22M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 249,123 | $21M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 246,045 | $21M | 0.4% | 2026-Q2 |
| Walleye Capital LLC trimmed | 237,291 | $20M | 0.4% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 229,264 | $19M | 0.4% | 2026-Q2 |
| Lodge Hill Capital, LLC trimmed | 227,600 | $19M | 0.4% | 2026-Q2 |
| MetLife Investment Management, LLC added | 224,462 | $19M | 0.4% | 2026-Q2 |
| Atlas FRM LLC new | 220,000 | $18M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 217,472 | $18M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 203,639 | $17M | 0.3% | 2026-Q2 |
| MIZUHO MARKETS AMERICAS LLC added | 202,381 | $17M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 200,476 | $17M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 178,002 | $15M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 173,043 | $15M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 171,890 | $14M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 167,683 | $14M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 158,984 | $13M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 155,724 | $13M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 154,193 | $13M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 152,184 | $13M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 150,629 | $13M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 149,973 | $13M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 149,550 | $13M | 0.2% | 2026-Q2 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC new | 142,423 | $12M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 142,297 | $12M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 130,500 | $11M | 0.2% | 2026-Q2 |
| Sone Capital Management, LLC trimmed | 128,168 | $11M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 127,343 | $11M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 127,133 | $11M | 0.2% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 126,515 | $11M | 0.2% | 2026-Q2 |
| Security National Bank | 123,500 | $10M | 0.2% | 2026-Q2 |
| Creative Planning added | 116,078 | $10M | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 111,479 | $9M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 107,966 | $9M | 0.2% | 2026-Q2 |
| Impax Asset Management Group plc new | 106,961 | $9M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 103,164 | $8M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 96,398 | $8M | 0.2% | 2026-Q2 |
| Clearbridge Investments, LLC trimmed | 94,003 | $8M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 87,357 | $5M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 86,473 | $7M | 0.1% | 2026-Q2 |
| 1492 Capital Management LLC trimmed | 84,158 | $7M | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 83,164 | $7M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 81,585 | $7M | 0.1% | 2026-Q2 |
| EASTERLY INVESTMENT PARTNERS LLC added | 78,263 | $7M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 77,786 | $7M | 0.1% | 2026-Q2 |
| Swedbank AB | 75,280 | $6M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 74,061 | $6M | 0.1% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed | 73,800 | $6M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 67,743 | $6M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 63,741 | $5M | 0.1% | 2026-Q2 |
| ENGLISH CAPITAL MANAGEMENT LLC added | 63,298 | $5M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. trimmed | 61,129 | $5M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 60,292 | $5M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 60,101 | $5M | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 58,819 | $5M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 58,430 | $5M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 57,576 | $5M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 53,839 | $5M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 49,947 | $4M | 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.