M/I HomesMHO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 340 institutions reported holding M/I Homes Inc. (MHO) in their 13F filings, down 9 from Q3 2024. 42 opened new positions and 58 sold out. The largest holders were BlackRock, Inc. ($680.1M), Vanguard Group Inc. ($350.9M) and State Street Corp. ($202.9M). 9 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- M/I Homes Inc.
- CUSIP
- 55305B101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $80.5M |
| Exits | 58 | $68.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,996,017 shares bought and 2,783,122 shares sold, net −787,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 340 holders
| BlackRock, Inc. | 0.01% | Add +6.9% | 5,115,711 | $680.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.1% | 2,639,542 | $350.9M |
| State Street Corp. | 0.01% | Add +6.1% | 1,525,845 | $202.9M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -2.2% | 1,180,669 | $157.0M |
| Donald Smith & Co., Inc. | 3.70% | Add +6.0% | 1,164,189 | $154.8M |
| American Century Companies Inc. | 0.07% | Add +2.4% | 850,417 | $113.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.6% | 843,800 | $112.2M |
| Acadian Asset Management LLC | 0.31% | Reduce -14.6% | 797,731 | $106.0M |
| Franklin Resources Inc. | 0.03% | Add +2.3% | 687,488 | $91.4M |
| Westfield Capital Management Co. LP | 0.37% | Reduce -41.8% | 644,854 | $85.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -14.1% | 622,117 | $82.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.0% | 462,115 | $61.4M |
| Morgan Stanley | 0.00% | Add +2.1% | 366,717 | $48.8M |
| Northern Trust Corp. | 0.01% | Add +8.4% | 347,000 | $46.1M |
| Macquarie Group Ltd. | 0.06% | Reduce -4.3% | 341,420 | $45.4M |
| Hennessy Advisors Inc. | 1.30% | New | 328,500 | $43.7M |
| Invesco Ltd. | 0.01% | Reduce -46.3% | 290,906 | $38.7M |
| Royce & Associates LP | 0.34% | Add +42.5% | 274,871 | $36.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 267,882 | $35.6M |
| Millennium Management | 0.03% | Add +85.5% | 238,826 | $31.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 223,034 | $29.7M |
| Basswood Capital Management, L.L.C. | 1.35% | Reduce -44.8% | 173,847 | $23.1M |
| UBS Group AG | 0.01% | Add +312.9% | 172,029 | $22.9M |
| Barclays PLC | 0.01% | Add +34.1% | 169,796 | $22.6M |
| Qube Research & Technologies Ltd | 0.04% | Add +17.1% | 161,588 | $21.5M |
| Principal Financial Group Inc. | 0.01% | Add +3.0% | 140,980 | $18.7M |
| Janus Henderson Group PLC | 0.01% | Reduce -28.6% | 131,802 | $17.5M |
| Allianz Asset Management GmbH | 0.02% | Reduce -0.4% | 129,036 | $17.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -1.7% | 122,395 | $16.3M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -78.2% | 110,183 | $14.6M |
| Assenagon Asset Management S.A. | 0.03% | Reduce -45.8% | 108,376 | $14.4M |
| Comerica Bank | 0.06% | Reduce -48.8% | 107,730 | $14.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -17.1% | 105,834 | $14.1M |
| FMR LLC | 0.00% | Add +7.1% | 103,704 | $13.8M |
| Algert Global LLC | 0.32% | Add +37.7% | 101,128 | $13.4M |
| Brandywine Global Investment Management, LLC | 0.09% | Reduce -19.4% | 94,901 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 93,478 | $12.4M |
| Sei Investments Co. | 0.02% | Add +21.9% | 89,763 | $11.9M |
| Rhumbline Advisers | 0.01% | Add +2.4% | 87,708 | $11.7M |
| Nordea Investment Management AB | 0.01% | Add +3.6% | 85,309 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 80,271 | $10.7M |
| Legal & General Group Plc | 0.00% | Reduce -0.6% | 76,758 | $10.2M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -5.2% | 76,804 | $10.2M |
| Jane Street Group, LLC | 0.02% | Add +45.6% | 76,263 | $10.1M |
| Voloridge Investment Management, LLC | 0.04% | Add +3243.7% | 75,535 | $10.0M |
| De Lisle Partners LLP | 1.45% | No change | 74,589 | $9.9M |
| Prudential Financial Inc. | 0.01% | Reduce -16.8% | 73,240 | $9.7M |
| Bridgeway Capital Management, LLC | 0.22% | Reduce -63.8% | 72,314 | $9.6M |
| Bank of America Corp. | 0.00% | Reduce -28.5% | 68,183 | $9.1M |
| Public Sector Pension Investment Board | 0.04% | Add +16.6% | 67,789 | $9.0M |
| AQR Capital Management | 0.01% | Reduce -2.1% | 62,558 | $8.3M |
| Hotchkis & Wiley Capital Management LLC | 0.03% | Add +9.5% | 62,043 | $8.2M |
| Citigroup Inc. | 0.01% | Add +10.7% | 61,667 | $8.2M |
| Oberweis Asset Management Inc./ | 0.36% | Add +31.4% | 58,200 | $7.7M |
| Steamboat Capital Partners, LLC | 2.38% | Reduce -2.0% | 57,610 | $7.7M |
| Swiss National Bank | 0.00% | Reduce -0.4% | 53,900 | $7.2M |
| Congress Asset Management Co. | 0.05% | Add +11.7% | 51,248 | $6.8M |
| New York State Teachers Retirement System | 0.01% | No change | 49,934 | $6.6M |
| Deutsche Bank AG | 0.00% | Add +19.7% | 47,617 | $6.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.6% | 47,049 | $6.3M |
| Old North State Wealth Management, LLC | 3.49% | Reduce -1.5% | 46,661 | $6.2M |
| Holocene Advisors, LP | 0.02% | New | 45,816 | $6.1M |
| James Investment Research, Inc. | 0.69% | Reduce -0.6% | 43,556 | $5.8M |
| Assetmark, Inc. | 0.02% | Reduce -1.4% | 42,899 | $5.7M |
| Renaissance Technologies | 0.01% | Add +14.8% | 42,800 | $5.7M |
| RBF Capital, LLC | 0.29% | No change | 41,700 | $5.5M |
| Citadel Advisors | 0.01% | New | 40,828 | $5.4M |
| First Trust Advisors LP | 0.00% | Reduce -20.7% | 40,133 | $5.3M |
| Vision Capital Corp | 1.93% | Reduce -47.6% | 37,999 | $5.1M |
| Marshall Wace, LLP | 0.01% | Add +17.9% | 36,462 | $4.8M |
| Fisher Asset Management | 0.00% | Add +122.4% | 36,293 | $4.8M |
| Crestline Management, L.P. | 0.15% | New | 32,344 | $4.3M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.4% | 32,317 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.8% | 30,860 | $4.1M |
| Quantbot Technologies LP | 0.15% | Add +326.8% | 30,638 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +6.1% | 30,571 | $4.1M |
| NewSquare Capital LLC | 0.32% | Add +5.1% | 30,252 | $4.0M |
| Empowered Funds, LLC | 0.06% | Reduce -70.3% | 29,785 | $4.0M |
| Two Sigma Investments, LP | 0.01% | Add +50.1% | 27,950 | $3.7M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 25,580 | $3.4M |
| Bridgewater Associates | 0.02% | Add +55.2% | 25,560 | $3.4M |
| Mariner, LLC | 0.01% | Add +1.8% | 25,021 | $3.3M |
| Teacher Retirement System of Texas | 0.01% | Add +8.0% | 24,900 | $3.3M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +49.2% | 24,630 | $3.3M |
| STRS Ohio | 0.01% | Reduce -17.7% | 24,200 | $3.2M |
| Man Group plc | 0.01% | Add +45.3% | 23,989 | $3.2M |
| HSBC Holdings PLC | 0.00% | Add +17.7% | 23,745 | $3.2M |
| D. E. Shaw & Co. | 0.00% | New | 23,900 | $3.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +15.3% | 23,550 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.2% | 23,353 | $3.1M |
| Two Sigma Advisers, LP | 0.01% | Add +126.0% | 22,600 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +20.6% | 22,352 | $3.0M |
| Harbor Capital Advisors, Inc. | 0.13% | Reduce -28.7% | 21,645 | $2.9M |
| Cerity Partners LLC | 0.01% | Add +8.6% | 17,188 | $2.8M |
| Amundi | 0.00% | Reduce -0.8% | 21,160 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +150.5% | 20,352 | $2.7M |
| Intech Investment Management LLC | 0.03% | Add +117.5% | 20,109 | $2.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.3% | 19,665 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.1% | 19,369 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -4.5% | 18,763 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -60.6% | 18,515 | $2.5M |
| Tudor Investment Corporation | 0.03% | New | 18,425 | $2.4M |
| LSV Asset Management | 0.01% | Reduce -37.6% | 18,400 | $2.4M |
| Shaker Investments LLC | 1.02% | Add +21.8% | 18,396 | $2.4M |
| Rafferty Asset Management, LLC | 0.01% | Add +50.5% | 18,396 | $2.4M |
| Wells Fargo & Company | 0.00% | Reduce -53.4% | 18,216 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -20.6% | 17,225 | $2.3M |
| Huntington National Bank | 0.02% | Add +2.1% | 17,059 | $2.3M |
| MetLife Investment Management, LLC | 0.01% | Add +6.9% | 16,148 | $2.1M |
| CW Advisors, LLC | 0.03% | Reduce -53.3% | 15,950 | $2.1M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -0.6% | 15,550 | $2.1M |
| Illinois Municipal Retirement Fund | 0.03% | Add +3.6% | 15,504 | $2.1M |
| Quadrature Capital Ltd | 0.04% | Add +649.8% | 15,385 | $2.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 15,165 | $2.0M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 15,055 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.9% | 15,046 | $2.0M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -14.7% | 14,838 | $2.0M |
| Round Hill Asset Management | 1.38% | Add +12.4% | 14,753 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Add +79.0% | 14,500 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.3% | 14,203 | $1.9M |
| Walleye Capital LLC | 0.02% | New | 14,174 | $1.9M |
| Engineers Gate Manager LP | 0.03% | Add +66.6% | 13,995 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +143.6% | 13,775 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | Add +48.4% | 13,646 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +11.8% | 13,478 | $1.8M |
| LPL Financial LLC | 0.00% | Add +23.2% | 13,223 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -0.8% | 13,200 | $1.8M |
| Dynamic Technology Lab Private Ltd | 0.28% | New | 13,060 | $1.7M |
| Verition Fund Management LLC | 0.01% | Add +85.3% | 12,479 | $1.7M |
| Zacks Investment Management | 0.02% | Reduce -8.5% | 12,342 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 12,340 | $1.6M |
| Jump Financial, LLC | 0.03% | New | 11,939 | $1.6M |
| Arlington Capital Management, Inc. | 1.09% | Add +6.9% | 11,885 | $1.6M |
| Danske Bank A/S | 0.00% | Add +27.9% | 11,583 | $1.5M |
| Vestcor Inc | 0.05% | No change | 11,354 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -5.5% | 11,373 | $1.5M |
| Belpointe Asset Management LLC | 0.09% | Reduce -2.7% | 8,888 | $1.4M |
| Martingale Asset Management L P | 0.03% | Reduce -17.9% | 10,642 | $1.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.9% | 10,425 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -2.6% | 10,354 | $1.4M |
| Quartz Partners, LLC | 0.82% | Add +11.6% | 10,100 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -0.3% | 9,672 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Reduce -48.4% | 9,649 | $1.3M |
| AlphaQuest LLC | 0.17% | Add +18.4% | 9,362 | $1.2M |
| Maryland State Retirement & Pension System | 0.03% | Reduce -0.8% | 9,187 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.36% | Reduce -3.0% | 9,087 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.9% | 9,020 | $1.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 8,980 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 8,427 | $1.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -44.6% | 8,248 | $1.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -68.4% | 8,100 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +44.2% | 8,040 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 7,974 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 7,956 | $1.1M |
| Truvestments Capital LLC | 0.27% | Add +20.5% | 7,954 | $1.1M |
| Gsa Capital Partners LLP | 0.08% | Reduce -8.3% | 7,948 | $1.1M |
| Amalgamated Bank | 0.01% | Reduce -1.5% | 7,953 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -41.9% | 7,900 | $1.1M |
| GMO | 0.00% | Add +21.3% | 7,733 | $1.0M |
| KLP Kapitalforvaltning As | 0.00% | — | 7,700 | $1.0M |
| Summit Global Investments | 0.06% | Reduce -18.1% | 7,505 | $998K |
| Pathstone Holdings, LLC | 0.00% | Add +11.0% | 7,357 | $978K |
| Handelsbanken Fonder AB | 0.00% | No change | 7,000 | $931K |
| Unison Advisors LLC | 0.11% | No change | 6,917 | $920K |
| Exchange Traded Concepts, LLC | 0.02% | Add +5.5% | 6,587 | $876K |
| Fox Run Management, L.L.C. | 0.16% | Add +104.8% | 6,500 | $864K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -1.6% | 6,385 | $849K |
| SummerHaven Investment Management, LLC | 0.52% | No change | 6,329 | $841K |
| Range Financial Group LLC | 0.38% | New | 6,271 | $834K |
| Cullen Capital Management, LLC | 0.01% | Add +6.7% | 6,248 | $831K |
| DGS Capital Management, LLC | 0.20% | Reduce -1.9% | 6,006 | $798K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -18.1% | 5,985 | $796K |
| Hudson Bay Capital Management LP | 0.01% | New | 5,952 | $791K |
| Two Sigma Securities, LLC | 0.14% | New | 5,813 | $773K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.9% | 5,808 | $772K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 5,674 | $754K |
| Vontobel Holding Ltd. | 0.00% | Add +107.2% | 5,523 | $734K |
| Bank of Montreal | 0.00% | Add +10.3% | 5,423 | $721K |
| Creative Planning | 0.00% | Reduce -16.9% | 5,397 | $718K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +0.2% | 5,344 | $710K |
| Bailard, Inc. | 0.02% | Reduce -5.4% | 5,300 | $705K |
| Caxton Associates LP | 0.02% | Reduce -59.2% | 5,244 | $697K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.5% | 5,212 | $693K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.1% | 5,104 | $679K |
| Counterpoint Mutual Funds LLC | 0.08% | Reduce -19.0% | 5,023 | $668K |
| Bay Rivers Group | 0.32% | Add +2.7% | 4,911 | $653K |
| Brevan Howard Capital Management LP | 0.02% | Reduce -31.5% | 4,803 | $639K |
| Dark Forest Capital Management LP | 0.09% | New | 4,785 | $636K |
| Virtu Financial LLC | 0.03% | New | 4,626 | $615K |
| Corsair Capital Management, L.P. | 0.13% | Reduce -2.4% | 4,597 | $611K |
| Pictet Asset Management Holding SA | 0.00% | Add +23.6% | 4,542 | $604K |
| Oak Associates Ltd. | 0.04% | New | 4,521 | $601K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 4,442 | $591K |
| Great Lakes Advisors, LLC | 0.01% | Reduce -0.7% | 4,406 | $586K |
| Penserra Capital Management LLC | 0.01% | Reduce -13.8% | 4,202 | $558K |
| Graham Capital Management, L.P. | 0.03% | New | 4,125 | $548K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -0.1% | 4,121 | $548K |
| Hantz Financial Services, Inc. | 0.01% | Reduce -3.8% | 4,089 | $544K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -0.8% | 4,078 | $542K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.21% | Add +0.6% | 4,012 | $531K |
| Aspen Investment Management Inc | 0.24% | Add +110.6% | 3,960 | $526K |
| Ellsworth Advisors, LLC | 0.14% | Add +11.8% | 3,936 | $523K |
| Invst, LLC | 0.06% | Add +13.2% | 3,843 | $511K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.5% | 3,826 | $509K |
| HighTower Advisors, LLC | 0.00% | Add +46.1% | 3,795 | $505K |
| HRT Financial LP | 0.00% | Reduce -28.4% | 3,703 | $492K |
| Janney Montgomery Scott LLC | 0.00% | Add +35.0% | 3,636 | $483K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,584 | $476K |
| Burney Co./ | 0.02% | New | 3,578 | $476K |
| NewEdge Wealth, LLC | 0.01% | New | 3,448 | $458K |
| CastleKnight Management LP | 0.05% | No change | 3,400 | $452K |
| NewEdge Advisors, LLC | 0.00% | Add +1173.3% | 3,196 | $425K |
| Bokf, NA | 0.01% | Add +5.5% | 3,396 | $422K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 3,129 | $416K |
| Farringdon Capital, Ltd. | 0.17% | — | 3,112 | $414K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -3.1% | 3,040 | $404K |
| US Bancorp \de | 0.00% | No change | 3,009 | $400K |
| Inspire Investing, LLC | 0.04% | Add +23.4% | 2,992 | $398K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.6% | 2,787 | $371K |
| Fieldview Capital Management, LLC | 0.06% | — | 2,703 | $359K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -8.9% | 2,580 | $343K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.0% | 2,575 | $342K |
| Magnetar Financial LLC | 0.01% | New | 2,565 | $341K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -3.2% | 2,512 | $334K |
| Cibc World Markets Corp. | 0.00% | New | 2,492 | $331K |
| Colonial River Investments, LLC | 0.16% | Add +5.9% | 2,451 | $326K |
| Axxcess Wealth Management, LLC | 0.01% | Add +5.7% | 2,437 | $324K |
| Corient Private Wealth LP | 0.00% | Add +9.4% | 2,403 | $319K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 2,400 | $319K |
| Praxis Investment Management Inc. | 0.02% | Reduce -33.0% | 2,350 | $312K |
| Trek Financial, LLC | 0.02% | Reduce -22.2% | 2,248 | $299K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -25.4% | 2,235 | $297K |
| Arkadios Wealth Advisors | 0.02% | Add +4.2% | 2,226 | $296K |
| Cibc World Market Inc. | 0.00% | New | 2,171 | $289K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +20.5% | 2,171 | $289K |
| Net Worth Advisory Group | 0.09% | Add +0.6% | 2,164 | $288K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +248.1% | 2,151 | $286K |
| Alps Advisors Inc. | 0.00% | No change | 2,150 | $286K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.9% | 2,124 | $282K |
| Triumph Capital Management | 0.09% | Add +18.1% | 2,065 | $275K |
| US Asset Management LLC | 0.24% | New | 2,046 | $272K |
| Cim, LLC | 0.04% | Reduce -1.0% | 2,022 | $269K |
| Hamilton Capital, LLC | 0.02% | No change | 2,007 | $267K |
| Virtus Investment Advisers, LLC | 0.21% | Reduce -56.5% | 2,000 | $266K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 2,000 | $266K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -1.2% | 1,962 | $261K |
| Avior Wealth Management, LLC | 0.01% | Reduce -56.6% | 1,935 | $257K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 1,927 | $256K |
| Edgestream Partners, L.P. | 0.01% | New | 1,922 | $256K |
| Xponance LLC | 0.00% | Add +10.7% | 1,922 | $256K |
| Contravisory Investment Management, Inc. | 0.05% | No change | 1,897 | $252K |
| SkyOak Wealth, LLC | 0.05% | New | 1,830 | $243K |
| Nvest Financial, LLC | 0.12% | Add +7.8% | 1,822 | $242K |
| Cornerstone Investment Partners, LLC | 0.01% | Add +0.3% | 1,803 | $240K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +13.0% | 1,781 | $237K |
| CIBC Asset Management Inc | 0.00% | New | 1,767 | $235K |
| MML Investors Services, LLC | 0.00% | New | 1,720 | $229K |
| New Age Alpha Advisors, LLC | 0.01% | New | 1,624 | $216K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +38.5% | 1,622 | $216K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +38.5% | 1,622 | $216K |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.5% | 1,584 | $211K |
| PharVision Advisers, LLC | 0.18% | — | 1,575 | $209K |
| World Investment Advisors | 0.01% | New | 1,527 | $203K |
| Townsquare Capital LLC | 0.00% | Reduce -37.3% | 1,526 | $203K |
| Foundry Partners, LLC | 0.01% | Reduce -34.0% | 1,511 | $201K |
| Headlands Technologies LLC | 0.02% | New | 1,374 | $183K |
| KBC Group NV | 0.00% | Add +60.2% | 1,267 | $168K |
| State of Wyoming | 0.02% | New | 1,221 | $162K |
| Leonteq Securities AG | 0.01% | New | 1,149 | $153K |
| Quadrant Capital Group LLC | 0.01% | Reduce -6.3% | 1,062 | $141K |
| National Bank of Canada | 0.00% | Add +72.4% | 855 | $114K |
| Sterling Capital Management LLC | 0.00% | Reduce -86.2% | 851 | $113K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.5% | 808 | $107K |
| Cwm, LLC | 0.00% | Reduce -13.1% | 733 | $97K |
| Smartleaf Asset Management LLC | 0.01% | Add +283.3% | 667 | $88K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -1.8% | 609 | $81K |
| Jones Financial Companies LLLP | 0.00% | New | 605 | $80K |
| GAMMA Investing LLC | 0.01% | Reduce -3.8% | 583 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 530 | $70K |
| WealthCollab, LLC | 0.04% | Reduce -10.6% | 517 | $69K |
| Private Trust Co. NA | 0.01% | No change | 515 | $68K |
| Daiwa Securities Group Inc. | 0.00% | No change | 500 | $66K |
| Founders Capital Management | 0.03% | No change | 400 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 414 | $53K |
| Signaturefd, LLC | 0.00% | Add +7.3% | 380 | $51K |
| Aster Capital Management (DIFC) Ltd | 0.02% | New | 373 | $50K |
| Quarry LP | 0.01% | Reduce -17.7% | 372 | $49K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 290 | $39K |
| Covestor Ltd | 0.02% | Reduce -36.0% | 279 | $37K |
| Fifth Third Bancorp | 0.00% | Reduce -5.5% | 274 | $36K |
| R Squared Ltd | 0.03% | — | 250 | $33K |
| Principal Securities, Inc. | 0.00% | New | 205 | $27K |
| V-Square Quantitative Management LLC | 0.00% | No change | 155 | $21K |
| West Oak Capital, LLC | 0.01% | No change | 100 | $13K |
| Oarsman Capital, Inc. | 0.00% | No change | 100 | $13K |
| Lindbrook Capital, LLC | 0.00% | Reduce -1.1% | 90 | $12K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -25.6% | 87 | $12K |
| UMB Bank, n.a. | 0.00% | Add +40.3% | 87 | $12K |
| Clearstead Advisors, LLC | 0.00% | Reduce -87.0% | 84 | $11K |
| Bessemer Group Inc. | 0.00% | Add +78.7% | 84 | $11K |
| Blue Trust, Inc. | 0.00% | New | 74 | $10K |
| Legacy Investment Solutions, LLC | 0.01% | Add +16.7% | 84 | $10K |
| Legacy Wealth Managment, LLC | 0.01% | Add +16.7% | 84 | $10K |
| Versant Capital Management, Inc | 0.00% | Reduce -33.7% | 67 | $9K |
| SBI Securities Co., Ltd. | 0.00% | — | 53 | $7K |
| PenderFund Capital Management Ltd. | 0.00% | New | 36 | $7K |
| Tower View Wealth Management LLC | 0.00% | No change | 50 | $7K |
| MAI Capital Management | 0.00% | New | 50 | $7K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 48 | $6K |
| Parallel Advisors, LLC | 0.00% | Add +6.8% | 47 | $6K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 44 | $6K |
| IFP Advisors, Inc | 0.00% | Add +720.0% | 41 | $5K |
| Hillsdale Investment Management Inc. | 0.00% | No change | 40 | $5K |
| Harbour Investments, Inc. | 0.00% | Add +333.3% | 39 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +8.6% | 38 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +137.5% | 38 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -15.9% | 37 | $5K |
| Hemington Wealth Management | 0.00% | No change | 31 | $4K |
| Rothschild Investment LLC | 0.00% | Add +11.5% | 29 | $4K |
| High Note Wealth, LLC | 0.00% | New | 26 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 19 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 19 | $3K |
| Continuum Advisory, LLC | 0.00% | Add +16.7% | 14 | $2K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 13 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +200.0% | 12 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 12 | $2K |
| Allworth Financial LP | 0.00% | No change | 11 | $2K |
| Pineridge Advisors LLC | 0.00% | No change | 9 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 9 | $1K |
| Larson Financial Group LLC | 0.00% | Add +166.7% | 8 | $1K |
| Avion Wealth | 0.00% | No change | 9 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 7 | $1K |
| Synergy Asset Management, LLC | 0.00% | New | 5 | $857 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 6 | $798 |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 5 | $665 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $662 |
| Whipplewood Advisors, LLC | 0.00% | — | 3 | $399 |
| Abound Wealth Management | 0.00% | Reduce -33.3% | 2 | $266 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $133 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $133 |
"% of holder's portfolio" is MHO's weight in each manager's 13F, not the share of M/I Homes Inc. the manager owns.