Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in LGIH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.6M | $226.8M | +3.6% | 15.330% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.3M | $82.4M | +1.5% | 5.568% | 0.00% |
| 3 | STATE STREET CORP | 1.2M | $76.9M | -2.7% | 5.197% | 0.00% |
| 4 | Atlas FRM LLC | 967K | $61.6M | +51.1% | 4.162% | 2.64% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 883K | $56.3M | +1.7% | 3.802% | 0.00% |
| 6 | DISCIPLINED GROWTH INVESTORS INC /MN | 815K | $51.9M | +13.0% | 3.508% | 0.88% |
| 7 | River Road Asset Management, LLC | 799K | $50.9M | -4.6% | 3.437% | 0.57% |
| 8 | CDAM (UK) Ltd | 725K | $46.2M | -19.4% | 3.123% | 11.93% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 723K | $46.1M | -33.2% | 3.114% | 0.01% |
| 10 | Altshuler Shaham Ltd | 714K | $45.5M | -34.3% | 3.074% | 0.57% |
| 11 | GOLDMAN SACHS GROUP INC | 666K | $42.4M | +1.3% | 2.869% | 0.00% |
| 12 | CITADEL ADVISORS LLC | 639K | $40.7M | +873.9% | 2.748% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 556K | $35.4M | +5.7% | 2.392% | 0.00% |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 526K | $33.5M | -16.4% | 2.263% | 0.31% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 459K | $29.2M | -6.8% | 1.974% | 0.00% |
| 16 | MORGAN STANLEY | 435K | $27.7M | +37.7% | 1.870% | 0.00% |
| 17 | Invesco Ltd. | 371K | $23.6M | +182.3% | 1.595% | 0.00% |
| 18 | MILLENNIUM MANAGEMENT LLC | 358K | $22.8M | -35.7% | 1.540% | 0.01% |
| 19 | TWO SIGMA INVESTMENTS, LP | 304K | $19.4M | -5.1% | 1.310% | 0.01% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 239K | $15.2M | +167.5% | 1.027% | 0.01% |
| 21 | Nuveen, LLC | 224K | $14.3M | +348.5% | 0.965% | 0.00% |
| 22 | WASATCH ADVISORS LP | 213K | $13.6M | +16.2% | 0.919% | 0.09% |
| 23 | Trexquant Investment LP | 211K | $13.5M | +79.4% | 0.909% | 0.08% |
| 24 | NORTHERN TRUST CORP | 211K | $13.4M | +10.5% | 0.906% | 0.00% |
| 25 | Philadelphia Financial Management of San Francisco, LLC | 175K | $11.2M | — | 0.754% | 2.25% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in LGIH — a direct measure of their conviction.
Filings activity in LGIH during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new LGIH position in Q2 2026
Institutions that fully closed their LGIH position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 251 | +22% | 92.86% | +1.83 pp | $1.33B | +61% |
| Q1 2026 | 205 | 5.5% | 91.03% | +2.70 pp | $829M | 3.7% |
| Q4 2025 | 217 | 8.4% | 88.33% | 3.49 pp | $860M | 20% |
| Q3 2025 | 237 | +6.8% | 91.82% | 1.37 pp | $1.07B | 1.0% |
| Q2 2025 | 222 | 4.3% | 93.19% | +7.85 pp | $1.08B | 17% |
| Q1 2025 | 232 | +2.2% | 85.34% | 114.65 pp | $1.31B | 71% |
| Q4 2024 | 227 | 8.5% | 199.99% | +113.35 pp | $4.47B | +87% |
| Q3 2024 | 248 | — | 86.64% | — | $2.39B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying LGIH stock.
Based on Q2 2026 13F filings, institutional ownership of LGI Homes, Inc. stands at 92.9%, held across 251 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of LGIH, with approximately 3,561,545 shares worth $0.23B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of LGIH, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for LGIH is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
65 institutions opened new positions in LGIH during Q2 2026, while 18 fully exited. 165 added to existing positions and 16 trimmed.
LGIH institutional ownership rose by 1.83 percentage points quarter-over-quarter, with a net change of +46 holders.
The top 10 institutions account for 55.8% of all reported 13F value in LGIH, and the top 25 account for 82.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
LGI Homes, Inc. (LGIH) Institutional Ownership