M/I HOMES INC MHO
COM · Common Stock · CUSIP 55305B101 · ISIN US55305B1017
American home construction company
- SectorIndustrials
- IndustryOperative Builders
- HeadquartersColumbus, OH
- Founded1976
- Websitemihomes.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.0m this quarter). Holder counts are more reliable. Shares outstanding: 25.3m as of 2026-07-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $160.81. Options: 6 managers hold calls ($46.0m notional), 3 hold puts ($2.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 223 |
| Q4 2022 | 220 |
| Q1 2023 | 246 |
| Q2 2023 | 261 |
| Q3 2023 | 263 |
| Q4 2023 | 285 |
| Q1 2024 | 304 |
| Q2 2024 | 292 |
| Q3 2024 | 351 |
| Q4 2024 | 343 |
| Q1 2025 | 324 |
| Q2 2025 | 325 |
| Q3 2025 | 340 |
| Q4 2025 | 338 |
| Q1 2026 | 332 |
| Q2 2026 | 351 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 200 | 134 |
| Q4 2024 | 168 | 176 |
| Q1 2025 | 161 | 184 |
| Q2 2025 | 163 | 163 |
| Q3 2025 | 160 | 183 |
| Q4 2025 | 156 | 170 |
| Q1 2026 | 156 | 153 |
| Q2 2026 | 183 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $30.3m | $12.0m | 0.40 |
| Q4 2025 | $20.1m | $4.0m | 0.20 |
| Q1 2026 | $25.3m | $1.8m | 0.07 |
| Q2 2026 | $46.0m | $2.7m | 0.06 |
Biggest buyers
| GRS Advisors, LLC | New | +257.6k |
| T. Rowe Price Investment Management, Inc. | Added | +179.4k |
| GOLDMAN SACHS GROUP INC | Added | +160.1k |
| FRANKLIN RESOURCES INC | Added | +93.2k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +71.1k |
| STATE STREET CORP | Added | +67.1k |
| BOOTHBAY FUND MANAGEMENT, LLC | Added | +60.5k |
| CONGRESS ASSET MANAGEMENT CO | Added | +54.7k |
| BANK OF AMERICA CORP /DE/ | Added | +49.9k |
| PICTON MAHONEY ASSET MANAGEMENT | Added | +46.7k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -132.0k |
| DONALD SMITH & CO., INC. | Reduced | -98.6k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -74.1k |
| Assenagon Asset Management S.A. | Reduced | -73.5k |
| De Lisle Partners LLP | Reduced | -61.0k |
| BARCLAYS PLC | Reduced | -59.7k |
| JANE STREET GROUP, LLC | Sold out | -55.1k |
| NORDEA INVESTMENT MANAGEMENT AB | Reduced | -54.4k |
| ROYCE & ASSOCIATES LP | Reduced | -52.9k |
| Militia Capital Management LLC | Reduced | -46.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.5m114.9k shares |
| JANE STREET GROUP, LLC | Added | $9.3m58.0k shares |
| CITADEL ADVISORS LLC | Added | $6.9m43.1k shares |
| GROUP ONE TRADING LLC | Added | $5.1m31.8k shares |
| IMC-Chicago, LLC | Added | $4.2m26.4k shares |
| SIMPLEX TRADING, LLC | Added | $1.9m11.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $1.8m11.2k shares |
| JANE STREET GROUP, LLC | New | $611.0k3.8k shares |
| CITADEL ADVISORS LLC | Reduced | $257.3k1.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -3.0 pts · filed 2025-04-29 | 15.8% |
| DONALD SMITH & CO., INC. 13G · institution -0.4 pts · filed 2026-08-11 | 5.4% |
| STATE STREET CORP 13G · institution +0.3 pts · filed 2026-08-07 | 5.2% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 2 | $22.8m | — |
| Q1 2025 | 0 | — | 3 | $4.9m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $6.2m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 4 | $15.1m | — |
| Q2 2026 | 0 | — | 1 | $228.8k | — |
| Q3 2026 | 0 | — | 1 | $7.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-05 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.5m10.0k shares |
| 2026-08-04 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $3.0m20.0k shares |
| 2026-08-03 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.5m10.0k shares |
| 2026-07-31 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.5m10.0k shares |
| 2026-05-21 | KRAMER NANCY J Director | Sold | $228.8k1.8k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.8m $769.8m | Added +27.2k |
| DONALD SMITH & CO., INC. 3.96% of their portfolio | 1.4m $223.7m | Reduced -98.6k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $213.3m | Added +67.1k |
| FMR LLC 0.01% of their portfolio | 1.2m $197.8m | Added +10.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $177.8m | Reduced -9.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $176.3m | Reduced -18.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $170.7m | Reduced -6.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 682.2k $109.7m | Added +22.6k |
| T. Rowe Price Investment Management, Inc. 0.07% of their portfolio | 660.0k $106.1m | Added +179.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 596.3k $95.9m | Added +160.1k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 571.0k $91.8m | Reduced -132.0k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 558.3k $89.8m | Added +93.2k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 466.7k $75.0m | Reduced -74.1k |
| Invesco Ltd. 0.01% of their portfolio | 431.3k $69.3m | Reduced -3.8k |
| Junto Capital Management LP 1.01% of their portfolio | 338.3k $54.4m | Added +10.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 320.6k $51.5m | Added +12.2k |
| ROYCE & ASSOCIATES LP 0.41% of their portfolio | 316.4k $50.9m | Reduced -52.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 309.1k $49.7m | Reduced -10.8k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.07% of their portfolio | 296.2k $47.6m | Reduced -8.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 284.5k $45.7m | Added +41.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 271.7k $44.0m | Reduced -24.2k |
| MORGAN STANLEY 0.00% of their portfolio | 262.2k $42.2m | Added +6.1k |
| GRS Advisors, LLC 3.50% of their portfolio | 257.6k $41.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 231.7k $37.3m | Added +71.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 196.3k $31.6m | Added +49.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 186.8k $30.0m | Added +815 |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 169.1k $27.2m | Added +1.1k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.24% of their portfolio | 157.7k $25.4m | Added +13.0k |
| BARCLAYS PLC 0.01% of their portfolio | 141.6k $22.8m | Reduced -59.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 141.1k $22.7m | Added +46.1k |
| Squarepoint Ops LLC 0.04% of their portfolio | 140.3k $22.6m | Reduced -15.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 139.2k $22.4m | Reduced -2.2k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.94% of their portfolio | 136.4k $21.9m | Reduced -742 |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 128.8k $20.7m | Reduced -41.1k |
| Jupiter Topco LLC 0.01% of their portfolio | 128.8k $20.7m | First filing |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 122.9k $19.8m | Added +27.8k |
| Gradient Investments LLC 0.27% of their portfolio | 121.9k $19.6m | Added +1.9k |
| CONGRESS ASSET MANAGEMENT CO 0.11% of their portfolio | 113.4k $18.2m | Added +54.7k |
| Nuveen, LLC 0.00% of their portfolio | 106.8k $17.2m | Added +4.7k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 106.6k $17.1m | Reduced -3.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.28% of their portfolio | 85.9k $13.8m | Added +4.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.28% of their portfolio | 83.4k $13.4m | Added +7.0k |
| Capelight Capital Asset Management LP 6.41% of their portfolio | 80.0k $12.9m | Added +10.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 75.6k $12.2m | Reduced -21.3k |
| Steamboat Capital Partners, LLC 2.60% of their portfolio | 75.5k $12.1m | Reduced -955 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 73.7k $11.9m | Reduced -8.0k |
| ALGERT GLOBAL LLC 0.14% of their portfolio | 73.5k $11.8m | Added +8.4k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 72.4k $11.6m | Reduced -8.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 72.3k $11.6m | Reduced -16.3k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.19% of their portfolio | 64.2k $10.3m | Added +60.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 64.1k $10.3m | Added +1.5k |
| DENALI ADVISORS LLC 0.99% of their portfolio | 61.4k $9.9m | Added +2.1k |
| UBS Group AG 0.00% of their portfolio | 61.1k $9.8m | Added +11.8k |
| Legal & General Group Plc 0.00% of their portfolio | 60.2k $9.7m | Reduced -1.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 56.2k $9.0m | Reduced -853 |
| ASSETMARK, INC 0.02% of their portfolio | 55.3k $8.9m | Reduced -1.0k |
| Long Pond Capital, LP 0.93% of their portfolio | 55.2k $8.9m | Added +7.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 54.2k $8.7m | Reduced -15 |
| STRS OHIO 0.03% of their portfolio | 51.6k $8.3m | Reduced -5.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 51.2k $8.2m | Added +3.1k |
| CITIGROUP INC 0.00% of their portfolio | 50.6k $8.1m | Added +20.6k |
| Swiss National Bank 0.00% of their portfolio | 50.4k $8.1m | Reduced -1.6k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 48.9k $7.9m | Added +11.7k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 46.8k $5.8m | Added +78 |
| PICTON MAHONEY ASSET MANAGEMENT 0.07% of their portfolio | 46.7k $7.5m | Added +46.7k |
| Ruffer LLP 0.26% of their portfolio | 45.8k $7.4m | Reduced -6.5k |
| Old North State Wealth Management, LLC 3.13% of their portfolio | 45.5k $7.3m | Added +1.4k |
| Creative Planning 0.00% of their portfolio | 45.0k $7.2m | Added +25.8k |
| Edgestream Partners, L.P. 0.21% of their portfolio | 44.7k $7.2m | Reduced -27.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 44.4k $7.1m | Added +3.2k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 43.1k $6.9m | Added +1.3k |
| JAMES INVESTMENT RESEARCH, INC. 0.70% of their portfolio | 43.0k $6.9m | Added +166 |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 42.2k $6.8m | Reduced -73.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 41.7k $6.7m | Added +6.0k |
| RBF Capital, LLC 0.28% of their portfolio | 41.7k $6.7m | Unchanged |
| CRAMER ROSENTHAL MCGLYNN LLC 0.33% of their portfolio | 41.0k $6.6m | Reduced -1.1k |
| Corient Private Wealth LP 0.01% of their portfolio | 38.6k $6.2m | Added +5 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 33.4k $5.4m | Added +4.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 31.5k $5.1m | Reduced -950 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.3k $3.7m | Added +160 |
| Shay Capital LLC 0.53% of their portfolio | 30.0k $4.8m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 29.6k $4.8m | Added +2.2k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 29.4k $4.7m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 28.0k $4.5m | Reduced -4.1k |
| Cerity Partners LLC 0.01% of their portfolio | 27.6k $4.4m | Added +1.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 26.7k $4.3m | Added +340 |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 25.4k $4.1m | Added +21.4k |
| BESSEMER GROUP INC 0.01% of their portfolio | 24.2k $3.9m | Reduced -38 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 23.5k $3.8m | Added +60 |
| Militia Capital Management LLC 0.67% of their portfolio | 23.0k $3.7m | Reduced -46.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 22.4k $3.6m | Added +12.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.9k $3.5m | Added +473 |
| 1492 Capital Management LLC 1.03% of their portfolio | 21.7k $3.5m | Reduced -365 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 21.4k $3.4m | Reduced -772 |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 21.0k $3.4m | Reduced -1.5k |
| Round Hill Asset Management 2.15% of their portfolio | 20.9k $3.4m | Reduced -120 |
| CSM Advisors, LLC 0.07% of their portfolio | 20.3k $3.3m | Added +18.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 20.3k $3.3m | Added +17.3k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 19.4k $3.1m | Reduced -54.4k |
| Phocas Financial Corp. 0.42% of their portfolio | 18.9k $3.0m | Reduced -1.0k |