MHO
M/I Homes, Inc. · Consumer Cyclical · Residential Construction
Données momentum (gérants comparables) :
étendue des détenteurs -3.7% ·
flux d'actions 0.0% ·
nouvelles positions nettes -4.8%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.76M | -2.2% | $582.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | State Street Global Advisors ✦ (passif) | 1.26M | -5.8% | $154.26M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 1.22M | +3.1% | $149.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 1.22M | +3.1% | $149.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.22M | +3.1% | $149.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 1.22M | +3.1% | $149.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Vanguard Capital Management Llc | 1.12M | — | $136.54M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.07M | -1.6% | $130.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.07M | -1.6% | $130.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.07M | -1.6% | $130.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.07M | -1.6% | $130.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | American Century Companies Inc | 703.07K | -22.5% | $86.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passif) | 659.54K | +2.9% | $80.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passif) | 659.54K | +2.9% | $80.78M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Millennium Management ✦ | 540.77K | +24.5% | $66.22M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 32 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 465.05K | +48.0% | $56.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 436.17K | -6.6% | $53.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 436.17K | -6.6% | $53.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Invesco Ltd. | 435.04K | +79.6% | $53.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Charles Schwab Investment… | 319.83K | +1.4% | $39.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Northern Trust Corp | 308.40K | +3.0% | $37.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Nomura Asset Management… | 304.30K | -1.6% | $37.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 295.92K | +11.4% | $35.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Morgan Stanley ✦ | 256.11K | -5.0% | $31.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Massachusetts Financial Services Co… | 242.95K | -5.0% | $29.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Barclays Plc | 201.33K | +7.2% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Barclays Plc | 201.33K | +7.2% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Barclays Plc | 201.33K | +7.2% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Barclays Plc | 201.33K | +7.2% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 185.96K | -3.8% | $22.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Qube Research & Technologies Ltd | 169.89K | -19.6% | $20.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Victory Capital Management Inc | 160.54K | +1520.8% | $19.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Squarepoint Ops LLC | 155.80K | +36.5% | $19.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| First Eagle Investment… | $7.69M | était 0.0% |
| Renaissance Technologies | $6.90M | était 0.0% |
| Norges Bank | $5.47M | était 0.0% |
| Hrt Financial Lp | $3.15M | était 0.0% |
| Bridgewater Associates | $1.35M | était 0.0% |
| National Bank Of Canada /Fi/ | $61,059 | était 0.0% |
| Optiver Holding B.V. | $3,327 | était 0.0% |
| Kayne Anderson Rudnick… | $640 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 329 détenteurs, 24.01M actions, $2.84B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.