M/I HomesMHO

13F holders, Q4 2024 (December 31)
340holders −9
42new positions
58sold out
9famous investors
$132.98avg. 13F price*

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

0100200300400 Q1 2024: 302Q1 2024Q2 2024: 290Q2 2024Q3 2024: 349Q3 2024Q4 2024: 340Q4 2024Q1 2025: 321Q1 2025Q2 2025: 323Q2 2025Q3 2025: 339Q3 2025Q4 2025: 338Q4 2025Q1 2026: 332Q1 2026Q2 2026: 351Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$80.5M
Exits58$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.