Who owns Taylor Morrison Home (TMHC)
Which tracked institutional funds hold TMHC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TMHC company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
84 tracked funds added or opened TMHC while 109 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
TMHC’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 TMHC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in TMHC 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 2025-Q4 and 2026-Q1, across 450 tracked filers holding TMHC, 229 increased or opened the position and 222 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 TMHC between the 2025-Q4 and 2026-Q1 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
- VANGUARD PORTFOLIO MANAGEMENT LLC$259M
- VANGUARD CAPITAL MANAGEMENT LLC$242M
- VANGUARD FIDUCIARY TRUST CO$37M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$26M
- Woodline Partners LP$12M
- Long Pond Capital, LP$10M
Full exits 28
- VANGUARD GROUP INC$553M
- Walleye Capital LLC$20M
- PUBLIC SECTOR PENSION INVESTMENT BOARD$14M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$10M
- TWO SIGMA ADVISERS, LP$10M
- PANAGORA ASSET MANAGEMENT INC$8M
Largest adds
- T. Rowe Price Investment Management, Inc.$86M
- Assenagon Asset Management S.A.$72M
- CITADEL ADVISORS LLC$71M
- MILLENNIUM MANAGEMENT LLC$47M
- GEODE CAPITAL MANAGEMENT, LLC$39M
- UBS Group AG$25M
Largest trims
- BlackRock, Inc.$131M
- FMR LLC$38M
- AQR CAPITAL MANAGEMENT LLC$37M
- MORGAN STANLEY$29M
- M&T Bank Corp$22M
- BANK OF AMERICA CORP /DE/$21M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 13,987,929 | $1.0B | 15.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 6,412,420 | $373M | 5.8% | 2026-Q1 |
| STATE STREET CORP trimmed | 4,439,153 | $318M | 5.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,448,416 | $259M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,157,019 | $242M | 3.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,012,168 | $184M | 2.9% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 2,246,104 | $161M | 2.5% | 2026-Q2 |
| T. Rowe Price Investment Management, Inc. added | 2,715,398 | $158M | 2.5% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 2,554,498 | $149M | 2.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 2,534,179 | $148M | 2.3% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. trimmed | 2,332,054 | $136M | 2.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,784,792 | $128M | 2.0% | 2026-Q2 |
| DONALD SMITH & CO., INC. added | 1,672,693 | $97M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,625,283 | $95M | 1.5% | 2026-Q1 |
| NORGES BANK trimmed | 1,252,607 | $90M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,490,215 | $87M | 1.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,431,730 | $84M | 1.3% | 2026-Q1 |
| FMR LLC trimmed | 1,171,456 | $84M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,412,051 | $82M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,393,388 | $81M | 1.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,218,934 | $71M | 1.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 1,167,775 | $68M | 1.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,050,960 | $61M | 1.0% | 2026-Q1 |
| UBS Group AG added | 1,004,709 | $59M | 0.9% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 723,523 | $52M | 0.8% | 2026-Q2 |
| BARCLAYS PLC added | 826,198 | $48M | 0.8% | 2026-Q1 |
| BRUNI J V & CO /CO trimmed | 793,011 | $46M | 0.7% | 2026-Q1 |
| ASSETMARK, INC trimmed | 791,740 | $46M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 603,551 | $43M | 0.7% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 716,925 | $42M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 716,225 | $42M | 0.7% | 2026-Q1 |
| Invesco Ltd. added | 551,797 | $40M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 679,705 | $39M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 643,711 | $37M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 629,465 | $37M | 0.6% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 572,307 | $33M | 0.5% | 2026-Q1 |
| BAMCO INC /NY/ added | 554,505 | $32M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. added | 549,111 | $32M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 524,263 | $31M | 0.5% | 2026-Q1 |
| Boston Partners trimmed | 515,242 | $30M | 0.5% | 2026-Q1 |
| MARSHALL WACE, LLP added | 416,989 | $30M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 483,771 | $28M | 0.4% | 2026-Q1 |
| Squarepoint Ops LLC added | 467,884 | $27M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 457,220 | $27M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 452,395 | $26M | 0.4% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 440,817 | $26M | 0.4% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed | 439,523 | $26M | 0.4% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 408,605 | $24M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 332,202 | $19M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 323,624 | $19M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 260,463 | $19M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 260,383 | $19M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 311,965 | $18M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 303,545 | $18M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 233,964 | $17M | 0.3% | 2026-Q2 |
| Empowered Funds, LLC added | 283,380 | $17M | 0.3% | 2026-Q1 |
| First Eagle Investment Management, LLC trimmed | 227,601 | $16M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama added | 273,529 | $16M | 0.2% | 2026-Q1 |
| GREENHAVEN ASSOCIATES INC added | 270,608 | $16M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 197,204 | $14M | 0.2% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 228,345 | $13M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 215,449 | $13M | 0.2% | 2026-Q1 |
| Hodges Capital Management Inc. added | 212,208 | $12M | 0.2% | 2026-Q1 |
| Woodline Partners LP trimmed | 208,836 | $12M | 0.2% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 205,651 | $12M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 204,253 | $12M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 197,692 | $12M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 193,660 | $11M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 193,529 | $11M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 185,300 | $11M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 180,972 | $11M | 0.2% | 2026-Q1 |
| Long Pond Capital, LP trimmed | 174,364 | $10M | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 159,720 | $9M | 0.1% | 2026-Q1 |
| MUHLENKAMP & CO INC added | 158,606 | $9M | 0.1% | 2026-Q1 |
| Cambria Investment Management, L.P. added | 157,747 | $9M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 127,081 | $9M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 154,188 | $9M | 0.1% | 2026-Q1 |
| BURNEY CO/ trimmed | 150,327 | $9M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 149,342 | $9M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 146,345 | $9M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 143,443 | $8M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 140,811 | $8M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 140,336 | $8M | 0.1% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. added | 136,915 | $8M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 136,051 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 9,396,572 | $553M | 8.6% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 1,320,812 | $87M | 1.4% | 2025-Q3 stale |
| Freestone Grove Partners LP added | 861,900 | $57M | 0.9% | 2025-Q3 stale |
| GLOBEFLEX CAPITAL L P added | 552,084 | $34M | 0.5% | 2025-Q2 stale |
| Clark Capital Management Group, Inc. added | 518,618 | $32M | 0.5% | 2025-Q2 stale |
| Junto Capital Management LP trimmed | 314,449 | $21M | 0.3% | 2025-Q3 stale |
| Walleye Capital LLC added | 342,678 | $20M | 0.3% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 229,717 | $15M | 0.2% | 2025-Q3 stale |
| PUBLIC SECTOR PENSION INVESTMENT BOARD added | 235,435 | $14M | 0.2% | 2025-Q4 stale |
| Penn Capital Management Company, LLC new | 199,438 | $13M | 0.2% | 2025-Q3 stale |
| Cannell & Spears LLC added | 158,045 | $10M | 0.2% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 171,667 | $10M | 0.2% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 167,500 | $10M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 163,730 | $10M | 0.2% | 2025-Q1 stale |
| PANAGORA ASSET MANAGEMENT INC added | 133,813 | $8M | 0.1% | 2025-Q4 stale |
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.