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 ($1.7m this quarter). Holder counts are more reliable. Shares outstanding: 25.8m as of 2026-02-11, 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 ≈ $127.96. Options: 6 managers hold calls ($20.1m notional), 4 hold puts ($4.0m).
Trends to Q4 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 |
| Q2 2025 | 325 |
| Q3 2025 | 340 |
| Q4 2025 | 338 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2024 | 155 | 142 |
| Q2 2024 | 151 | 148 |
| Q3 2024 | 200 | 134 |
| Q4 2024 | 168 | 176 |
| Q1 2025 | 161 | 184 |
| Q2 2025 | 163 | 163 |
| Q3 2025 | 160 | 183 |
| Q4 2025 | 156 | 170 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $31.0m | $14.3m | 0.46 |
| Q2 2025 | $31.4m | $14.0m | 0.45 |
| Q3 2025 | $30.3m | $12.0m | 0.40 |
| Q4 2025 | $20.1m | $4.0m | 0.20 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +225.1k |
| T. Rowe Price Investment Management, Inc. | Added | +108.8k |
| Squarepoint Ops LLC | Added | +108.1k |
| Gradient Investments LLC | Added | +100.2k |
| DONALD SMITH & CO., INC. | Added | +82.1k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | New | +77.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +66.8k |
| DENALI ADVISORS LLC | Added | +42.1k |
| RBF Capital, LLC | Added | +41.7k |
| BARCLAYS PLC | Added | +38.1k |
Biggest sellers
| MACQUARIE GROUP LTD | Sold out | -319.9k |
| JPMORGAN CHASE & CO | Reduced | -267.6k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -195.6k |
| Long Pond Capital, LP | Reduced | -156.5k |
| ROYAL BANK OF CANADA | Reduced | -149.6k |
| FRANKLIN RESOURCES INC | Reduced | -130.3k |
| Allianz Asset Management GmbH | Reduced | -120.4k |
| CRAMER ROSENTHAL MCGLYNN LLC | Sold out | -92.2k |
| Assenagon Asset Management S.A. | Reduced | -65.8k |
| Edgestream Partners, L.P. | Sold out | -60.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.7m68.3k shares |
| CITADEL ADVISORS LLC | Reduced | $4.0m31.6k shares |
| JANE STREET GROUP, LLC | Added | $3.4m26.9k shares |
| PEAK6 LLC | Unchanged | $2.5m19.6k shares |
| SIMPLEX TRADING, LLC | Added | $703.7k5.5k shares |
| GROUP ONE TRADING LLC | New | $639.8k5.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m18.4k shares |
| CITADEL ADVISORS LLC | Reduced | $882.9k6.9k shares |
| JANE STREET GROUP, LLC | Reduced | $780.5k6.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.8k100 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 2 | $6.2m | — |
| Q4 2025 | 0 | — | 0 | — | — |
None reported in Q4 2025.
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.9m $622.8m | Added +37.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 2.5m $320.6m | Reduced -4.3k |
| DONALD SMITH & CO., INC. 3.51% of their portfolio | 1.5m $187.2m | Added +82.1k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $171.1m | Added +28.2k |
| FMR LLC 0.01% of their portfolio | 1.2m $151.4m | Added +31.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $138.9m | Added +2.1k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 906.9k $116.0m | Reduced -29.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 640.7k $82.0m | Reduced -798 |
| T. Rowe Price Investment Management, Inc. 0.03% of their portfolio | 518.8k $66.4m | Added +108.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 466.8k $59.7m | Reduced -54.0k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 434.5k $55.6m | Added +225.1k |
| ROYCE & ASSOCIATES LP 0.42% of their portfolio | 326.6k $41.8m | Added +16.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 315.4k $40.4m | Reduced -29.8k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 314.3k $40.2m | Reduced -130.3k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 309.3k $39.6m | First filing |
| NORTHERN TRUST CORP 0.00% of their portfolio | 299.3k $38.3m | Reduced -19.5k |
| Junto Capital Management LP 0.78% of their portfolio | 272.4k $34.9m | Added +24.0k |
| MORGAN STANLEY 0.00% of their portfolio | 269.5k $34.5m | Added +23.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 265.6k $34.0m | Reduced -267.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 255.9k $32.7m | Reduced -9.2k |
| Invesco Ltd. 0.00% of their portfolio | 242.2k $31.0m | Reduced -58.7k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 211.2k $27.0m | Reduced -6.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 193.3k $24.7m | Reduced -4.6k |
| BARCLAYS PLC 0.01% of their portfolio | 187.9k $24.0m | Added +38.1k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 181.3k $23.2m | Added +66.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 153.7k $19.7m | Reduced -34.2k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.84% of their portfolio | 148.9k $19.1m | Reduced -4.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 147.0k $18.8m | Added +5.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.19% of their portfolio | 141.3k $18.1m | Added +19.8k |
| Gradient Investments LLC 0.23% of their portfolio | 114.8k $14.7m | Added +100.2k |
| Squarepoint Ops LLC 0.03% of their portfolio | 114.1k $14.6m | Added +108.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 107.9k $13.8m | Reduced -65.8k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 107.3k $13.7m | Reduced -6.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 106.0k $13.6m | Added +1.3k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 101.1k $12.9m | Added +13.4k |
| ALGERT GLOBAL LLC 0.20% of their portfolio | 99.9k $12.8m | Reduced -46.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 97.5k $12.5m | Reduced -2.8k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 93.4k $12.0m | Reduced -21.1k |
| Nuveen, LLC 0.00% of their portfolio | 92.7k $11.9m | Reduced -6.5k |
| RBF Capital, LLC 0.24% of their portfolio | 83.4k $10.7m | Added +41.7k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 79.8k $10.2m | Reduced -2.8k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.23% of their portfolio | 77.9k $10.0m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 77.5k $10.0m | Reduced -11.7k |
| Steamboat Capital Partners, LLC 2.70% of their portfolio | 77.0k $9.8m | Reduced -14 |
| UBS Group AG 0.00% of their portfolio | 76.1k $9.7m | Reduced -37.7k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.35% of their portfolio | 75.0k $9.6m | Added +1.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 74.8k $9.6m | Reduced -195.6k |
| De Lisle Partners LLP 1.23% of their portfolio | 74.6k $9.6m | Unchanged |
| STRS OHIO 0.03% of their portfolio | 72.5k $9.3m | Added +2.6k |
| Long Pond Capital, LP 1.07% of their portfolio | 71.1k $9.1m | Reduced -156.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 69.4k $8.9m | Reduced -6.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 68.4k $8.8m | Added +5.8k |
| Legal & General Group Plc 0.00% of their portfolio | 67.4k $8.6m | Reduced -3.6k |
| Brandywine Global Investment Management, LLC 0.06% of their portfolio | 64.7k $8.3m | Reduced -2.3k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 63.8k $8.2m | Added +25.4k |
| First Eagle Investment Management, LLC 0.01% of their portfolio | 60.1k $7.7m | Added +31.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 56.9k $7.3m | Reduced -4.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 55.8k $7.1m | Added +3.3k |
| DENALI ADVISORS LLC 0.78% of their portfolio | 55.2k $7.1m | Added +42.1k |
| Capelight Capital Asset Management LP 6.97% of their portfolio | 55.0k $7.0m | First filing |
| ASSETMARK, INC 0.01% of their portfolio | 54.0k $6.9m | Added +490 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 53.9k $6.9m | Added +33.8k |
| Swiss National Bank 0.00% of their portfolio | 52.0k $6.7m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 51.1k $6.5m | Added +13.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 49.7k $6.4m | Added +29.2k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 49.1k $6.3m | Reduced -120.4k |
| Trexquant Investment LP 0.05% of their portfolio | 47.4k $6.1m | Added +36.9k |
| CONGRESS ASSET MANAGEMENT CO 0.04% of their portfolio | 47.3k $6.1m | Reduced -1.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 45.7k $5.8m | Reduced -20.2k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 44.0k $5.6m | Added +37.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 43.3k $5.5m | Added +13.5k |
| Old North State Wealth Management, LLC 2.60% of their portfolio | 43.3k $5.5m | Reduced -1.4k |
| JAMES INVESTMENT RESEARCH, INC. 0.60% of their portfolio | 43.0k $5.5m | Added +58 |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 42.8k $5.5m | Added +3.0k |
| NORGES BANK 0.00% of their portfolio | 42.7k $5.5m | Not comparable |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 41.7k $5.3m | Reduced -511 |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 39.9k $5.1m | Reduced -6.3k |
| Engineers Gate Manager LP 0.06% of their portfolio | 39.7k $5.1m | Added +8.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 37.1k $4.7m | Added +20.4k |
| SummitTX Capital, L.P. 0.14% of their portfolio | 35.8k $4.6m | New |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 34.1k $4.4m | Added +31.1k |
| CITIGROUP INC 0.00% of their portfolio | 32.1k $4.1m | Reduced -1.9k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.2k $3.9m | Reduced -654 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 29.9k $3.8m | Reduced -2.9k |
| EMG Holdings, L.P. 5.63% of their portfolio | 27.5k $3.5m | Added +9.7k |
| Cerity Partners LLC 0.00% of their portfolio | 26.6k $3.4m | Added +3.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 26.5k $3.4m | Added +1.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 26.4k $3.4m | Added +10.6k |
| Phocas Financial Corp. 0.42% of their portfolio | 25.5k $3.3m | Reduced -57 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 25.0k $3.2m | Added +6.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 25.0k $3.2m | Reduced -47 |
| HRT FINANCIAL LP 0.01% of their portfolio | 24.6k $3.1m | Reduced -5.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 24.4k $3.1m | Added +701 |
| BESSEMER GROUP INC 0.00% of their portfolio | 24.2k $3.1m | Added +24.1k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 23.4k $3.0m | Reduced -104 |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 22.9k $2.9m | Reduced -4.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 22.4k $2.9m | Reduced -23.2k |
| Ruffer LLP 0.13% of their portfolio | 21.8k $2.8m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.5k $2.8m | Added +260 |
| Round Hill Asset Management 1.74% of their portfolio | 21.2k $2.7m | Reduced -195 |