MHO — M/I HOMES INC
As of Q2 2026, 34 SEC-registered investment managers reported holding MHO (M/I HOMES INC) in their latest 13F filings, with a combined reported value of $1.90B across 11.85M shares. That is +4.5% by share count (+512.36K shares) versus the previous quarter, while reported value moved +37.2%. Ownership is concentrated: the five largest holders account for 66.4% of reported value and the top ten for 82.0%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MHO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.79M | $769.78M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 2.51M | $320.62M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.23M | $197.79M | 0.01% | Add |
| Geode Capital Management history | Q2 2026 | 682.16K | $109.70M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 596.31K | $95.88M | 0.01% | Add |
| Franklin Resources history | Q2 2026 | 558.27K | $89.76M | 0.02% | Add |
| Millennium Management history | Q2 2026 | 466.67K | $75.04M | 0.03% | Reduce |
| Invesco Ltd history | Q2 2026 | 431.28K | $69.35M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 320.58K | $51.55M | 0.01% | Add |
| Royce & Associates history | Q2 2026 | 316.38K | $50.87M | 0.41% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 309.07K | $49.70M | 0.01% | Reduce |
| MFS Investment Management history | Q2 2026 | 284.51K | $45.75M | 0.01% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 271.73K | $44.03M | 0.01% | New |
| Morgan Stanley history | Q2 2026 | 262.23K | $42.16M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 196.28K | $31.56M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 186.78K | $30.03M | 0.01% | Hold |
| Two Sigma Investments history | Q2 2026 | 141.14K | $22.69M | 0.02% | Add |
| Principal Global Investors history | Q2 2026 | 139.18K | $22.38M | 0.01% | Reduce |
| PSP Investments history | Q2 2026 | 106.58K | $17.14M | 0.04% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 75.64K | $12.16M | 0.01% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 271.73K sh · $44.03M
- Bridgewater Associates 13.68K sh · $2.20M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 93.39K sh · $11.43M
- Point72 Asset Management sold 17.66K sh · $2.16M
- CPP Investments sold 1.90K sh · $232.66K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.79M | 5.12M | 5.03M | 4.93M | 4.83M | 4.87M | 4.76M | 4.79M |
| Fidelity Management & Research (FMR) | 2.66M | 2.00M | 2.11M | 1.53M | 601.88K | 564.87K | 122.52K | 105.98K | 93.01K | 79.81K | 68.09K | 68.45K | 96.81K | 103.70K | 146.14K | 141.93K | 1.15M | 1.18M | 1.22M | 1.23M |
| Geode Capital Management | 541.79K | 569.84K | 501.12K | 484.57K | 483.87K | 488.85K | 510.39K | 535.94K | 557.40K | 633.98K | 660.34K | 702.22K | 723.80K | 622.12K | 649.26K | 647.14K | 641.51K | 640.71K | 659.54K | 682.16K |
| Goldman Sachs Group | 187.19K | 301.04K | 349.77K | 496.12K | 392.06K | 391.83K | 534.96K | 712.62K | 932.25K | 809.42K | 754.99K | 932.81K | 866.19K | 843.80K | 760.15K | 625.59K | 520.80K | 466.81K | 436.17K | 596.31K |
| Franklin Resources | 1.18M | 1.13M | 1.31M | 1.31M | 1.29M | 1.58M | 1.06M | 756.13K | 587.91K | 533.61K | 721.72K | 701.30K | 671.80K | 687.49K | 570.95K | 572.98K | 444.58K | 314.33K | 465.05K | 558.27K |
| Millennium Management | 87.90K | 469.88K | 33.31K | 182.34K | 450.58K | 165.94K | 209.56K | 87.39K | 24.16K | 43.04K | 39.25K | 46.94K | 128.74K | 238.83K | 500.21K | 506.96K | 209.36K | 434.48K | 540.77K | 466.67K |
| Invesco Ltd | 369.43K | 224.00K | 269.62K | 172.22K | 244.98K | 300.36K | 316.53K | 370.12K | 427.28K | 527.24K | 524.19K | 460.25K | 541.89K | 290.91K | 169.97K | 139.03K | 300.91K | 242.23K | 435.04K | 431.28K |
| Northern Trust Corp | 370.48K | 368.37K | 358.17K | 347.66K | 339.59K | 343.24K | 340.11K | 364.25K | 365.46K | 364.69K | 346.73K | 315.15K | 320.18K | 347.00K | 342.08K | 325.72K | 318.80K | 299.27K | 308.40K | 320.58K |
| Royce & Associates | — | 181.40K | 139.35K | 107.16K | 197.47K | 206.71K | 188.31K | 166.01K | 148.49K | 142.05K | 139.91K | 148.35K | 192.91K | 274.87K | 314.36K | 338.38K | 310.16K | 326.61K | 369.26K | 316.38K |
| Charles Schwab Investment Management | 317.85K | 331.00K | 358.81K | 395.71K | 428.98K | 458.49K | 472.69K | 461.69K | 447.06K | 435.01K | 421.08K | 442.33K | 462.08K | 462.12K | 428.28K | 376.53K | 345.23K | 315.44K | 319.83K | 309.07K |
| MFS Investment Management | — | — | — | — | — | — | — | — | — | 4.96K | 5.01K | 5.38K | — | — | — | 274.46K | 265.02K | 255.86K | 242.95K | 284.51K |
| JPMorgan Chase & Co | 93.12K | 122.94K | 135.33K | 116.41K | 94.47K | 97.98K | 85.91K | 396.48K | 398.54K | 301.09K | 288.55K | 253.36K | 267.68K | 267.88K | 240.00K | 211.38K | 266.58K | 265.58K | — | 271.73K |
| Morgan Stanley | 159.42K | 246.98K | 180.20K | 297.62K | 319.23K | 301.47K | 346.41K | 369.73K | 261.33K | 271.10K | 263.71K | 225.50K | 359.12K | 366.72K | 302.90K | 309.42K | 246.16K | 269.48K | 256.11K | 262.23K |
| Bank of America Corp | 91.57K | 162.89K | 126.51K | 80.11K | 60.70K | 86.64K | 88.68K | 36.55K | 43.09K | 65.98K | 85.88K | 85.68K | 95.42K | 68.18K | 127.40K | 170.66K | 187.95K | 153.74K | 146.35K | 196.28K |
| BNY Mellon | 370.58K | 347.12K | 351.23K | 316.12K | 321.77K | 349.73K | 333.63K | 328.37K | 313.73K | 263.59K | 248.59K | 262.37K | 233.30K | 223.03K | 216.04K | 201.82K | 197.82K | 193.27K | 185.96K | 186.78K |
| Two Sigma Investments | — | 8.21K | 69.86K | 21.26K | 44.89K | 14.79K | 49.36K | 22.98K | 18.96K | 18.96K | 14.96K | 15.11K | 18.62K | 27.95K | 165.48K | 185.12K | 114.48K | 181.26K | 95.07K | 141.14K |
| Principal Global Investors | 200.06K | 193.74K | 192.07K | 174.92K | 171.12K | 167.83K | 165.79K | 161.50K | 154.95K | 152.23K | 156.14K | 150.17K | 136.82K | 140.98K | 144.68K | 143.65K | 141.57K | 147.04K | 141.36K | 139.18K |
| PSP Investments | 74.67K | 59.27K | 54.31K | 52.37K | 50.89K | 49.90K | 48.24K | 49.40K | 34.36K | 57.80K | 57.09K | 61.02K | 58.12K | 67.79K | 97.90K | 101.13K | 113.85K | 107.32K | 110.11K | 106.58K |
| D. E. Shaw & Co | 27.35K | 13.89K | 15.68K | — | 9.41K | 5.55K | — | — | 26.49K | 20.44K | 57.60K | 61.20K | 69.00K | 26.60K | 66.17K | 45.31K | 16.74K | 37.10K | 96.97K | 75.64K |
| AQR Capital Management | 47.90K | 48.41K | 57.74K | 47.06K | 87.27K | 106.41K | 116.89K | 144.92K | 94.49K | 75.72K | 72.32K | 72.97K | 63.88K | 62.56K | 47.75K | 57.15K | 62.62K | 68.41K | 81.72K | 73.72K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details