| 4 | FMR LLC | 1.2M | $197.8M | +0.8% | 4.774% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 1.1M | $177.8M | -0.8% | 4.292% | 0.00% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | $176.3M | -1.6% | 4.254% | 0.01% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $170.7M | -0.6% | 4.121% | 0.03% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 682K | $109.7M | +3.4% | 2.647% | 0.01% |
| 9 | GOLDMAN SACHS GROUP INC | 596K | $95.9M | +36.7% | 2.314% | 0.01% |
| 10 | AMERICAN CENTURY COMPANIES INC | 571K | $91.8M | -18.8% | 2.216% | 0.04% |
| 11 | FRANKLIN RESOURCES INC | 558K | $89.8M | +20.1% | 2.167% | 0.02% |
| 12 | MILLENNIUM MANAGEMENT LLC | 467K | $75.0M | -13.7% | 1.811% | 0.03% |
| 13 | Invesco Ltd. | 431K | $69.3M | -0.9% | 1.674% | 0.01% |
| 14 | Junto Capital Management LP | 338K | $54.4M | +3.1% | 1.313% | 0.95% |
| 15 | NORTHERN TRUST CORP | 321K | $51.5M | +4.0% | 1.244% | 0.01% |
| 16 | ROYCE & ASSOCIATES LP | 316K | $50.9M | -14.3% | 1.228% | 0.41% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 309K | $49.7M | -3.4% | 1.200% | 0.01% |
| 18 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 296K | $47.6M | -2.7% | 1.149% | 0.07% |
| 19 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 285K | $45.7M | +17.1% | 1.104% | 0.01% |
| 20 | JPMORGAN CHASE & CO | 272K | $44.0M | -8.2% | 1.054% | 0.00% |
| 21 | MORGAN STANLEY | 262K | $42.2M | +2.4% | 1.018% | 0.00% |
| 22 | GRS Advisors, LLC | 258K | $41.4M | — | 1.000% | 3.50% |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 232K | $37.3M | +44.3% | 0.899% | 0.02% |
| 24 | BANK OF AMERICA CORP /DE/ | 196K | $31.6M | +34.1% | 0.762% | 0.00% |
| 25 | Bank of New York Mellon Corp | 187K | $30.0M | +0.4% | 0.725% | 0.00% |
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.
| 96.60% |
| 0.96 pp |
| $2.70B |
| 14% |
| Q4 2024 | 337 | 1.2% | 97.56% | 3.56 pp | $3.15B | 25% |
| Q3 2024 | 341 | — | 101.12% | — | $4.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
MHO institutional ownership rose by 1.68 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 57.6% of all reported 13F value in MHO, and the top 25 account for 77.3%.
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