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 ($805.6k this quarter). Holder counts are more reliable. Shares outstanding: 26.8m as of 2025-04-23, 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 ≈ $114.18. Options: 10 managers hold calls ($31.0m notional), 7 hold puts ($14.3m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 125 | 138 |
| Q3 2023 | 129 | 135 |
| Q4 2023 | 135 | 143 |
| Q1 2024 | 155 | 142 |
| Q2 2024 | 151 | 148 |
| Q3 2024 | 200 | 134 |
| Q4 2024 | 168 | 176 |
| Q1 2025 | 161 | 184 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $22.3m | $11.6m | 0.52 |
| Q3 2024 | $48.8m | $24.1m | 0.49 |
| Q4 2024 | $23.9m | $10.3m | 0.43 |
| Q1 2025 | $31.0m | $14.3m | 0.46 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +261.4k |
| Balyasny Asset Management L.P. | New | +187.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Added | +156.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +137.5k |
| DONALD SMITH & CO., INC. | Added | +118.8k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +115.8k |
| Allianz Asset Management GmbH | Added | +100.0k |
| Cubist Systematic Strategies, LLC | New | +98.1k |
| Assenagon Asset Management S.A. | Added | +88.5k |
| Cerity Partners LLC | Added | +74.1k |
Biggest sellers
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -644.9k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -272.1k |
| STATE STREET CORP | Reduced | -129.8k |
| Invesco Ltd. | Reduced | -120.9k |
| FRANKLIN RESOURCES INC | Reduced | -116.5k |
| COMERICA BANK | Reduced | -98.3k |
| UBS Group AG | Reduced | -88.3k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -87.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -86.2k |
| BlackRock, Inc. | Reduced | -83.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.4m108.7k shares |
| CITADEL ADVISORS LLC | Added | $9.2m80.8k shares |
| Hudson Bay Capital Management LP | Added | $5.4m47.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.4m12.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $639.0k5.6k shares |
| PEAK6 LLC | Added | $616.6k5.4k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $559.5k4.9k shares |
| Cubist Systematic Strategies, LLC | Reduced | $491.0k4.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $261.0k2.3k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Hudson Bay Capital Management LP | Added | $6.7m58.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m33.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.0m17.6k shares |
| JANE STREET GROUP, LLC | Added | $1.3m11.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $306.3k2.7k shares |
| SIMPLEX TRADING, LLC | Added | $137.0k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 3 | $8.5m | — |
| Q3 2023 | 0 | — | 3 | $10.0m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $8.7m | — |
| Q2 2024 | 0 | — | 2 | $3.4m | — |
| Q3 2024 | 0 | — | 3 | $11.0m | — |
| Q4 2024 | 0 | — | 2 | $22.8m | — |
| Q1 2025 | 0 | — | 3 | $4.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-20 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $249.6k2.2k shares |
| 2025-02-19 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $426.7k3.7k shares |
| 2025-02-19 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $213.5k1.9k shares |
| 2025-02-19 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $42.9k374 shares |
| 2025-02-13 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.1m9.6k shares |
| 2025-02-13 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $49.6k420 shares |
| 2025-02-12 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $1.7m14.7k shares |
| 2025-02-12 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.0m8.8k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 5.0m $574.6m | Reduced -83.7k |
| VANGUARD GROUP INC 0.01% of their portfolio | 2.6m $300.4m | Reduced -8.9k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $159.4m | Reduced -129.8k |
| DONALD SMITH & CO., INC. 3.59% of their portfolio | 1.3m $146.5m | Added +118.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $129.7m | Reduced -44.3k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 763.0k $87.1m | Reduced -87.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 760.2k $86.8m | Reduced -83.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 649.3k $74.1m | Added +27.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 571.0k $65.2m | Reduced -116.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.17% of their portfolio | 525.7k $60.0m | Reduced -272.1k |
| MILLENNIUM MANAGEMENT LLC 0.06% of their portfolio | 500.2k $57.1m | Added +261.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 428.3k $48.9m | Reduced -33.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 342.1k $39.1m | Reduced -4.9k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 322.0k $36.8m | Reduced -19.5k |
| ROYCE & ASSOCIATES LP 0.39% of their portfolio | 314.4k $35.9m | Added +39.5k |
| MORGAN STANLEY 0.00% of their portfolio | 302.9k $34.6m | Reduced -63.8k |
| HENNESSY ADVISORS INC 1.14% of their portfolio | 299.2k $34.2m | Reduced -29.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 240.0k $27.4m | Reduced -27.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 231.9k $26.5m | Added +156.4k |
| Allianz Asset Management GmbH 0.04% of their portfolio | 229.1k $26.2m | Added +100.0k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 218.0k $24.9m | Added +56.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 216.0k $24.7m | Reduced -7.0k |
| Assenagon Asset Management S.A. 0.04% of their portfolio | 196.9k $22.5m | Added +88.5k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 187.5k $21.4m | New |
| BARCLAYS PLC 0.01% of their portfolio | 172.9k $19.7m | Added +3.1k |
| Invesco Ltd. 0.00% of their portfolio | 170.0k $19.4m | Reduced -120.9k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 165.5k $18.9m | Added +137.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 158.6k $18.1m | Added +115.8k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.99% of their portfolio | 154.2k $17.6m | Reduced -19.7k |
| FMR LLC 0.00% of their portfolio | 146.1k $16.7m | Added +42.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 144.7k $16.5m | Added +3.7k |
| ALGERT GLOBAL LLC 0.37% of their portfolio | 129.7k $14.8m | Added +28.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 127.4k $14.5m | Added +59.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 116.3k $13.2m | Reduced -15.5k |
| Nuveen, LLC 0.00% of their portfolio | 103.6k $11.8m | First filing |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 101.1k $11.5m | Added +20.9k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 100.0k $11.4m | Added +10.2k |
| Brandywine Global Investment Management, LLC 0.08% of their portfolio | 98.8k $11.3m | Added +3.9k |
| Cubist Systematic Strategies, LLC 0.15% of their portfolio | 98.1k $11.2m | New |
| Public Sector Pension Investment Board 0.05% of their portfolio | 97.9k $11.2m | Added +30.1k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 93.8k $10.7m | Added +17.6k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 91.4k $10.4m | Added +68.8k |
| Cerity Partners LLC 0.02% of their portfolio | 91.3k $10.4m | Added +74.1k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 86.5k $9.8m | Added +1.2k |
| UBS Group AG 0.00% of their portfolio | 83.7k $9.6m | Reduced -88.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 83.4k $9.5m | Reduced -4.3k |
| Bridgewater Associates, LP 0.04% of their portfolio | 83.1k $9.5m | Added +57.5k |
| CITIGROUP INC 0.01% of their portfolio | 83.0k $9.5m | Added +21.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.4k $9.2m | Reduced -13.1k |
| Legal & General Group Plc 0.00% of their portfolio | 74.9k $8.6m | Reduced -1.8k |
| De Lisle Partners LLP 1.41% of their portfolio | 74.6k $8.5m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 71.5k $8.2m | Reduced -1.8k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 66.2k $7.6m | Added +42.3k |
| SummitTX Capital, L.P. 0.32% of their portfolio | 62.9k $7.2m | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 60.0k $6.9m | Reduced -62.4k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.33% of their portfolio | 58.2k $6.6m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 57.7k $6.6m | Added +17.6k |
| Steamboat Capital Partners, LLC 1.95% of their portfolio | 56.5k $6.5m | Reduced -1.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 55.2k $6.3m | Reduced -6.8k |
| Swiss National Bank 0.00% of their portfolio | 52.7k $6.0m | Reduced -1.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 50.3k $5.7m | Added +31.6k |
| Quantbot Technologies LP 0.18% of their portfolio | 50.1k $5.7m | Added +19.5k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 48.5k $5.5m | Reduced -2.7k |
| ASSETMARK, INC 0.02% of their portfolio | 48.4k $5.5m | Added +5.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.1k $5.5m | Reduced -1.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 47.7k $5.5m | Reduced -14.8k |
| Old North State Wealth Management, LLC 2.94% of their portfolio | 46.3k $5.3m | Reduced -405 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 45.3k $5.2m | Reduced -2.3k |
| Schonfeld Strategic Advisors LLC 0.03% of their portfolio | 44.2k $5.0m | Added +19.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 42.8k $4.9m | Added +6.3k |
| Voss Capital, LP 0.37% of their portfolio | 42.4k $4.8m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 42.2k $4.8m | Reduced -4.8k |
| RBF Capital, LLC 0.30% of their portfolio | 41.7k $4.8m | Unchanged |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 41.4k $4.7m | Reduced -30.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 40.7k $4.6m | First filing |
| JAMES INVESTMENT RESEARCH, INC. 0.59% of their portfolio | 40.5k $4.6m | Reduced -3.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 38.3k $4.4m | Added +19.8k |
| Fisher Asset Management, LLC 0.00% of their portfolio | 34.7k $4.0m | Reduced -1.6k |
| Engineers Gate Manager LP 0.06% of their portfolio | 33.3k $3.8m | Added +19.3k |
| ExodusPoint Capital Management, LP 0.05% of their portfolio | 31.4k $3.6m | Added +17.7k |
| Jump Financial, LLC 0.05% of their portfolio | 31.3k $3.6m | Added +19.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.9k $3.5m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 29.9k $3.4m | Reduced -2.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 29.8k $3.4m | Added +9.4k |
| Verition Fund Management LLC 0.02% of their portfolio | 27.2k $3.1m | Added +14.7k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.9k $3.1m | Reduced -49.9k |
| Holocene Advisors, LP 0.01% of their portfolio | 26.8k $3.1m | Reduced -19.0k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 26.2k $3.0m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25.2k $2.9m | Reduced -361 |
| Mariner, LLC 0.00% of their portfolio | 25.1k $2.9m | Added +127 |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 24.2k $2.8m | Added +18.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 24.0k $2.7m | Reduced -86.2k |
| Mitsubishi UFJ Trust & Banking Corp 0.01% of their portfolio | 23.7k $2.7m | Added +199 |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 23.1k $2.6m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 22.0k $2.5m | Added +1.9k |
| HRT FINANCIAL LP 0.02% of their portfolio | 21.9k $2.5m | Added +18.2k |
| Round Hill Asset Management 1.77% of their portfolio | 21.5k $2.5m | Added +6.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.0k $2.4m | Added +1.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 20.0k $2.3m | Reduced -3.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 19.8k $2.3m | New |