MHO
M/I Homes, Inc. · Consumer Cyclical · Residential Construction
Momentum inputs (comparable managers):
holder breadth -3.7% ·
share flow 0.0% ·
net new positions -4.8%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 2 | State Street Global Advisors ✦ (passive) | 1.26M | -5.8% | $154.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 1.22M | +3.1% | $149.39M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 1.12M | — | $136.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.07M | -1.6% | $130.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | American Century Companies Inc | 703.07K | -22.5% | $86.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 659.54K | +2.9% | $80.78M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 540.77K | +24.5% | $66.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 9 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 10 | Goldman Sachs Group ✦ | 436.17K | -6.6% | $53.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 12 | Charles Schwab Investment… | 319.83K | +1.4% | $39.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | Nomura Asset Management… | 304.30K | -1.6% | $37.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 17 | Massachusetts Financial Services Co… | 242.95K | -5.0% | $29.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Barclays Plc | 201.33K | +7.2% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 20 | Qube Research & Technologies Ltd | 169.89K | -19.6% | $20.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Victory Capital Management Inc | 160.54K | +1520.8% | $19.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Squarepoint Ops LLC | 155.80K | +36.5% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 146.35K | -4.8% | $17.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 24 | Principal Financial Group Inc | 141.36K | -3.9% | $17.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Assenagon Asset Management S.A. | 115.66K | +7.2% | $14.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 102.09K | +10.1% | $12.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | D. E. Shaw & Co. ✦ | 96.97K | +161.3% | $11.87M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 95.07K | -47.5% | $11.64M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Janus Henderson Group Plc | 93.39K | 0.0% | $11.43M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 30 | Bnp Paribas Financial Markets | 88.62K | -9.1% | $10.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 81.72K | +19.5% | $10.01M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 32 | Rhumbline Advisers | 81.10K | +1.6% | $9.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Nordea Investment Management Ab | 73.78K | -4.8% | $8.87M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Ameriprise Financial Inc | 62.60K | +9.9% | $7.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Legal & General Group Plc | 61.57K | -8.6% | $7.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | UBS AM, a distinct business unit of… | 57.10K | +2.2% | $6.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 37 | Assetmark, Inc | 56.31K | +4.3% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 55.09K | +167.8% | $6.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Swiss National Bank | 52.00K | 0.0% | $6.37M | 0.0% | Held | 2 | SEC ↗ |
| 40 | UBS Group AG | 49.35K | -35.2% | $6.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Deutsche Bank Ag\ | 48.12K | +5.4% | $5.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | Allianz Asset Management GmbH | 46.74K | -4.8% | $5.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Raymond James Financial Inc | 41.86K | -39.7% | $5.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Prudential Financial Inc | 41.22K | +3.2% | $5.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Corient Private Wealth LP | 38.59K | +452.9% | $4.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | First Trust Advisors Lp | 35.70K | +19.6% | $4.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California State Teachers… | 32.10K | +28.3% | $3.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 30.18K | 0.0% | $3.86M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 29.98K | -6.6% | $3.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 50 | Healthcare Of Ontario Pension Plan… | 29.43K | -32.0% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Citadel Advisors ✦ | 28.65K | +980.6% | $3.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 52 | T. Rowe Price ✦ | 28.49K | +17.0% | $3.49M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | New York State Common Retirement… | 27.38K | +3.8% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Hotchkis & Wiley Capital Management… | 26.35K | -0.5% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 25.77K | -3.1% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Voya Investment Management Llc | 21.39K | -0.5% | $2.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Creative Planning | 19.24K | +55.7% | $2.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 18.89K | -24.6% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Point72 Asset Management ✦ | 17.66K | -59.8% | $2.16M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Mitsubishi UFJ Trust & Banking Corp | 17.05K | +5.4% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Tudor Investment Corp Et Al | 12.38K | -63.6% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.26K | +1.3% | $1.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mariner, LLC | 11.87K | -5.8% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 11.52K | -3.5% | $1.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Grantham, Mayo, Van Otterloo & Co.… | 11.41K | +0.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 11.35K | -8.9% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Fifth Third Bancorp | 10.49K | +5254.6% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 10.43K | -48.6% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 10.33K | -79.2% | $1.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 70 | Sei Investments Co | 10.18K | -54.5% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | State Of Wisconsin Investment Board | 9.48K | -25.8% | $1.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Amundi | 8.83K | +88.4% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Quantinno Capital Management LP | 8.35K | +13.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Zurcher Kantonalbank (Zurich… | 7.96K | +56.4% | $975,314 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Osaic Holdings, Inc. | 6.98K | -31.6% | $854,814 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 76 | Russell Investments Group, Ltd. | 6.51K | +7.2% | $797,394 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Captrust Financial Advisors | 6.44K | New | $788,945 | 0.0% | New | 1 | SEC ↗ |
| 78 | State Board Of Administration Of… | 5.88K | 0.0% | $719,639 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Allspring Global Investments… | 5.32K | +11.5% | $654,729 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 80 | LPL Financial LLC | 5.22K | +16.4% | $639,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Universal- Beteiligungs- und… | 5.03K | +23.7% | $616,046 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Envestnet Asset Management Inc | 4.89K | New | $598,781 | 0.0% | New | 1 | SEC ↗ |
| 83 | ProShare Advisors LLC | 4.06K | -20.0% | $497,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 4.03K | +7.8% | $492,861 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 85 | Pictet Asset Management Holding SA | 4.00K | -0.6% | $490,167 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Lazard Asset Management Llc | 3.86K | New | $472,779 | 0.0% | New | 1 | SEC ↗ |
| 87 | Cwm, Llc | 3.53K | +7.9% | $432,493 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Schroder Investment Management Group | 3.32K | — | $393,378 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 89 | Wealth Enhancement Advisory… | 3.04K | -44.5% | $369,725 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Mackenzie Financial Corp | 2.54K | -31.6% | $311,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | CIBC Asset Management Inc | 2.54K | -2.6% | $310,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Neuberger Berman Group LLC | 2.52K | +28.9% | $308,697 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Us Bancorp \De\ | 2.48K | +0.3% | $303,431 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Mercer Global Advisors Inc /Adv | 2.31K | +20.3% | $282,737 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 2.18K | -0.3% | $267,432 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 96 | HighTower Advisors, LLC | 2.04K | -5.7% | $250,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Canada Pension Plan Investment Board | 1.90K | -90.2% | $232,655 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | CIBC Bancorp USA Inc. | 1.81K | — | $221,267 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 99 | Ensign Peak Advisors, Inc | 1.41K | 0.0% | $172,042 | 0.0% | Held | 2 | SEC ↗ |
| 100 | Royal Bank Of Canada | 1.27K | -88.4% | $155,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Captrust Financial Advisors | $788,945 | 0.0% |
| Envestnet Asset Management Inc | $598,781 | 0.0% |
| Lazard Asset Management Llc | $472,779 | 0.0% |
Exited
| First Eagle Investment… | $7.69M | was 0.0% |
| Renaissance Technologies | $6.90M | was 0.0% |
| Norges Bank | $5.47M | was 0.0% |
| Hrt Financial Lp | $3.15M | was 0.0% |
| Bridgewater Associates | $1.35M | was 0.0% |
| National Bank Of Canada /Fi/ | $61,059 | was 0.0% |
| Optiver Holding B.V. | $3,327 | was 0.0% |
| Kayne Anderson Rudnick… | $640 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 329 holders, 24.01M shares, $2.84B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.