Fiche du titre · trimestre archivé
MTH
Meritage Homes Corporation · Consumer Cyclical · Residential Construction
19Détenteurs suivis
-2Δ détenteurs
37.44MActions détenues
$2.71BValeur déclarée
+0Nouvelles positions
−3Sorties
Données momentum (gérants comparables) :
étendue des détenteurs -9.5% ·
flux d'actions +2.9% ·
nouvelles positions nettes -15.8%
— 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 Q3 2025
Évolution de la détention dans le temps
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 124 | +2 | 52.89M | $4.43B | +8 | −5 |
| Q1 2026 | 124 | +1 | 50.34M | $3.11B | +5 | −5 |
| Q4 2025 | 122 | -1 | 57.25M | $3.77B | +1 | −1 |
| Q3 2025 | 19 | -2 | 37.44M | $2.71B | — | −3 |
| Q2 2025 | 19 | +1 | 33.07M | $2.21B | +1 | — |
| Q1 2025 | 15 | 0 | 13.25M | $939.49M | +1 | −1 |
| Q4 2024 | 15 | 0 | 6.15M | $945.42M | +3 | −3 |
| Q3 2024 | 14 | -2 | 4.19M | $859.73M | +1 | −3 |
| Q2 2024 | 16 | — | 4.51M | $729.83M | — | — |
Qui le détient · Q3 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 11.96M | +6.0% | $865.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | The Vanguard Group ✦ (passif) | 7.86M | -1.8% | $569.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passif) | 3.58M | +2.9% | $259.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 3.38M | +686.8% | $244.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.38M | +686.8% | $244.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 3.38M | +686.8% | $244.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.38M | +686.8% | $244.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 3.38M | +686.8% | $244.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Capital World Investors ✦ | 1.99M | +44.3% | $143.98M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 1.98M | — | $143.74M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Geode Capital Management ✦ (passif) | 1.71M | +1.1% | $124.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 47 | Geode Capital Management ✦ (passif) | 1.71M | +1.1% | $124.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 1.60M | — | $115.94M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 1.60M | — | $115.94M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 1.60M | — | $115.94M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 1.60M | — | $115.94M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 1.60M | — | $115.94M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Wellington Management ✦ | 1.07M | 0.0% | $77.63M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 845.50K | — | $61.24M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Millennium Management ✦ | 529.80K | -33.0% | $38.37M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 67 | Citadel Advisors ✦ | 511.91K | -70.1% | $37.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 511.91K | -70.1% | $37.08M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 119.94K | -70.9% | $8.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 109.19K | +72.7% | $7.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 109.19K | +72.7% | $7.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 109.19K | +72.7% | $7.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 73 | AQR Capital Management ✦ | 109.19K | +72.7% | $7.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 109.19K | +72.7% | $7.91M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 75 | D. E. Shaw & Co. ✦ | 64.70K | -52.9% | $4.69M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 76 | T. Rowe Price ✦ | 62.15K | +4.8% | $4.50M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 77 | Point72 Asset Management ✦ | 41.80K | -86.3% | $3.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Fisher Asset Management ✦ | 22.70K | -96.6% | $1.64M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 79 | Marshall Wace ✦ | 4.25K | -98.9% | $307,538 | 0.0% | ▼ Trim | 4 | 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)
| Norges Bank | $75.15M | était 0.0% |
| Renaissance Technologies | $4.69M | était 0.0% |
| Bridgewater Associates | $1.16M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 405 détenteurs, 65.38M actions, $3.95B 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.
Fréquemment codétenus
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q3 2025 ·
Méthodologie ·
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