证券记录 · 已归档季度
MHO
M/I Homes, Inc. · Consumer Cyclical · Residential Construction
15被追踪持有人
0Δ持有人
10.69M持有股份
$1.20B报告持仓市值
+2新建仓位
−2清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -1.8% · 净新建仓位 0.0% — 公式
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +1 | 17.57M | $2.82B | +7 | −5 |
| Q1 2026 | 105 | -4 | 17.62M | $2.16B | +3 | −8 |
| Q4 2025 | 108 | -1 | 19.05M | $2.44B | +1 | −1 |
| Q3 2025 | 18 | 0 | 12.27M | $1.77B | +1 | −1 |
| Q2 2025 | 15 | 0 | 10.69M | $1.20B | +2 | −2 |
| Q1 2025 | 12 | -1 | 3.19M | $364.16M | — | −1 |
| Q4 2024 | 13 | +2 | 2.81M | $374.01M | +2 | — |
| Q3 2024 | 10 | -1 | 1.56M | $267.08M | +1 | −2 |
| Q2 2024 | 11 | — | 1.55M | $189.90M | — | — |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (被动) | 4.93M | — | $552.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (被动) | 2.62M | — | $293.73M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (被动) | 2.62M | — | $293.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (被动) | 2.62M | — | $293.73M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (被动) | 2.62M | — | $293.73M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (被动) | 2.62M | — | $293.73M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | State Street Global Advisors ✦ (被动) | 1.28M | -8.4% | $143.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Geode Capital Management ✦ (被动) | 647.14K | -0.3% | $72.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | Geode Capital Management ✦ (被动) | 647.14K | -0.3% | $72.57M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Millennium Management ✦ | 506.96K | +1.4% | $56.84M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 185.12K | +11.9% | $20.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 141.93K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 141.93K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 141.93K | — | $15.91M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bridgewater Associates ✦ | 113.64K | +36.8% | $12.74M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 105.10K | -33.7% | $11.78M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 57.15K | +19.7% | $6.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 57.15K | +19.7% | $6.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 57.15K | +19.7% | $6.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 57.15K | +19.7% | $6.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 45.31K | -31.5% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 22.58K | +7.4% | $2.53M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 17.45K | 新增 | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 40 | Fisher Asset Management ✦ | 12.97K | -62.6% | $1.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Point72 Asset Management ✦ | 4.90K | 新增 | $549,388 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $1.96M | 0.0% |
| Point72 Asset Management | $549,388 | 0.0% |
已清仓
| Marshall Wace | $4.88M | 曾为 0.0% |
| Arrowstreet Capital | $2.74M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 329 持有人, 24.01M 股份, $2.84B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据