Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MHO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.8M | $582.9M | -2.2% | 18.474% | 0.01% |
| 2 | DONALD SMITH & CO., INC. | 1.5M | $182.5M | +1.8% | 5.783% | 3.28% |
| 3 | STATE STREET CORP | 1.3M | $154.3M | -5.8% | 4.889% | 0.01% |
| 4 | FMR LLC | 1.2M | $149.4M | +3.1% | 4.735% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $136.5M | — | 4.327% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | $136.4M | — | 4.324% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $130.9M | -1.6% | 4.147% | 0.03% |
| 8 | AMERICAN CENTURY COMPANIES INC | 703K | $86.1M | -22.5% | 2.728% | 0.04% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 660K | $80.8M | +2.9% | 2.560% | 0.01% |
| 10 | MILLENNIUM MANAGEMENT LLC | 541K | $66.2M | +24.5% | 2.099% | 0.04% |
| 11 | FRANKLIN RESOURCES INC | 465K | $56.9M | +47.9% | 1.805% | 0.01% |
| 12 | GOLDMAN SACHS GROUP INC | 436K | $53.4M | -6.6% | 1.693% | 0.01% |
| 13 | Invesco Ltd. | 435K | $53.3M | +79.6% | 1.688% | 0.01% |
| 14 | ROYCE & ASSOCIATES LP | 369K | $45.2M | +13.1% | 1.433% | 0.45% |
| 15 | Junto Capital Management LP | 328K | $40.2M | +20.5% | 1.274% | 0.85% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 320K | $39.2M | +1.4% | 1.241% | 0.01% |
| 17 | NORTHERN TRUST CORP | 308K | $37.8M | +3.0% | 1.197% | 0.00% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 304K | $37.3M | -1.6% | 1.181% | 0.06% |
| 19 | MORGAN STANLEY | 256K | $31.4M | -5.0% | 0.994% | 0.00% |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 243K | $29.7M | -5.1% | 0.943% | 0.01% |
| 21 | BARCLAYS PLC | 201K | $24.7M | +7.2% | 0.781% | 0.01% |
| 22 | Bank of New York Mellon Corp | 186K | $22.8M | -3.8% | 0.722% | 0.00% |
| 23 | Qube Research & Technologies Ltd | 170K | $20.8M | -19.6% | 0.659% | 0.02% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 168K | $20.6M | — | 0.652% | 0.01% |
| 25 | VICTORY CAPITAL MANAGEMENT INC | 161K | $19.7M | +1520.8% | 0.623% | 0.01% |
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 MHO — a direct measure of their conviction.
Filings activity in MHO during Q1 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q1 2026 | 327 | 2.1% | 78.43% | 5.01 pp | $2.86B | 6.0% |
| Q4 2025 | 334 | +1.5% | 83.44% | 11.73 pp | $3.04B | 12% |
| Q3 2025 | 329 | +4.4% | 95.17% | +20.83 pp | $3.47B | +28% |
| Q2 2025 | 315 | +0.6% | 74.34% | +0.07 pp | $2.71B | +0.1% |
| Q1 2025 | 313 | 7.1% | 74.27% | 12.29 pp | $2.70B | 14% |
| Q4 2024 | 337 | 1.2% | 86.56% | 28.70 pp | $3.15B | 25% |
| Q3 2024 | 341 | +20% | 115.26% | +35.32 pp | $4.20B | +44% |
| Q2 2024 | 285 | — | 79.94% | — | $2.91B | — |
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 MHO stock.
Based on Q1 2026 13F filings, institutional ownership of M/I Homes, Inc. stands at 78.4%, held across 327 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MHO, with approximately 4,760,231 shares worth $0.58B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MHO, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for MHO is 34 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
42 institutions opened new positions in MHO during Q1 2026, while 49 fully exited. 97 added to existing positions and 185 trimmed.
MHO institutional ownership fell by 5.01 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 59.7% of all reported 13F value in MHO, and the top 25 account for 78.4%.
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.
M/I Homes, Inc. (MHO) Institutional Ownership