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 ($1.8m this quarter). Holder counts are more reliable. Shares outstanding: 25.6m as of 2026-04-22, 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 ≈ $122.40. Options: 6 managers hold calls ($25.3m notional), 2 hold puts ($1.8m).
Trends to Q1 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 |
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 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 |
| Q1 2026 | 156 | 153 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $31.4m | $14.0m | 0.45 |
| Q3 2025 | $30.3m | $12.0m | 0.40 |
| Q4 2025 | $20.1m | $4.0m | 0.20 |
| Q1 2026 | $25.3m | $1.8m | 0.07 |
Biggest buyers
| Invesco Ltd. | Added | +192.8k |
| FRANKLIN RESOURCES INC | Added | +150.7k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +150.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +106.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | New | +95.1k |
| Edgestream Partners, L.P. | New | +72.1k |
| D. E. Shaw & Co., Inc. | Added | +59.9k |
| Junto Capital Management LP | Added | +55.9k |
| ROYCE & ASSOCIATES LP | Added | +42.6k |
| CRAMER ROSENTHAL MCGLYNN LLC | New | +42.1k |
Biggest sellers
| AMERICAN CENTURY COMPANIES INC | Reduced | -203.8k |
| BlackRock, Inc. | Reduced | -107.0k |
| TWO SIGMA ADVISERS, LP | Sold out | -101.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -86.2k |
| STATE STREET CORP | Reduced | -77.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -75.2k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -74.6k |
| PANAGORA ASSET MANAGEMENT INC | Sold out | -63.8k |
| First Eagle Investment Management, LLC | Sold out | -60.1k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -53.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.5m102.2k shares |
| JANE STREET GROUP, LLC | Added | $5.2m42.3k shares |
| CITADEL ADVISORS LLC | Reduced | $3.5m28.5k shares |
| IMC-Chicago, LLC | New | $2.2m18.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m9.3k shares |
| GROUP ONE TRADING LLC | Added | $746.9k6.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m11.2k shares |
| CITADEL ADVISORS LLC | Reduced | $428.6k3.5k 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2026 | 0 | — | 4 | $15.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-20 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $313.5k2.2k shares |
| 2026-02-19 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $94.9k661 shares |
| 2026-02-18 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $4.0m27.6k shares |
| 2026-02-18 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $262.6k1.8k shares |
| 2026-02-18 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $78.9k542 shares |
| 2026-02-18 | HUNKER ANN MARIE Principal Accounting Officer | Sold | $17.6k121 shares |
| 2026-02-13 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.6m10.9k shares |
| 2026-02-13 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $113.0k763 shares |
| 2026-02-12 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $2.2m15.0k shares |
| 2026-02-12 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.3m8.6k shares |
| 2026-02-12 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $72.1k491 shares |
| 2026-02-12 | HUNKER ANN MARIE Principal Accounting Officer | Sold | $19.4k132 shares |
| 2026-02-10 | SCHOTTENSTEIN ROBERT H Chairman, CEO & President, director | Sold | $2.9m20.0k shares |
| 2026-02-02 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $1.5m10.9k shares |
| 2026-01-30 | Krohne Susan E Chief Legal Officer, Secretary | Sold | $671.4k5.0k shares |
| 2026-01-30 | CREEK PHILLIP G Ex. Vice President and CFO, director | Sold | $13.0k96 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 4.8m $582.9m | Reduced -107.0k |
| DONALD SMITH & CO., INC. 3.28% of their portfolio | 1.5m $182.5m | Added +26.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $154.3m | Reduced -77.4k |
| FMR LLC 0.01% of their portfolio | 1.2m $149.4m | Added +36.7k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $136.5m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.1m $136.4m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.1m $130.9m | Reduced -17.3k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 703.1k $86.1m | Reduced -203.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 659.5k $80.8m | Added +18.8k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 540.8k $66.2m | Added +106.3k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 480.5k $58.8m | Reduced -38.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 465.0k $56.9m | Added +150.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 436.2k $53.4m | Reduced -30.6k |
| Invesco Ltd. 0.01% of their portfolio | 435.0k $53.3m | Added +192.8k |
| ROYCE & ASSOCIATES LP 0.45% of their portfolio | 369.3k $45.2m | Added +42.6k |
| Junto Capital Management LP 0.85% of their portfolio | 328.3k $40.2m | Added +55.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 319.8k $39.2m | Added +4.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 308.4k $37.8m | Added +9.1k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.06% of their portfolio | 304.3k $37.3m | Reduced -5.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 295.9k $35.1m | Added +30.3k |
| MORGAN STANLEY 0.00% of their portfolio | 256.1k $31.4m | Reduced -13.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 243.0k $29.7m | Reduced -12.9k |
| BARCLAYS PLC 0.01% of their portfolio | 201.3k $24.7m | Added +13.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 186.0k $22.8m | Reduced -7.3k |
| Qube Research & Technologies Ltd 0.03% of their portfolio | 169.9k $20.8m | Reduced -41.3k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 168.0k $20.6m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 160.5k $19.7m | Added +150.6k |
| Squarepoint Ops LLC 0.04% of their portfolio | 155.8k $19.1m | Added +41.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 146.4k $17.9m | Reduced -7.4k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.18% of their portfolio | 144.7k $17.7m | Added +3.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 141.4k $17.3m | Reduced -5.7k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.86% of their portfolio | 137.1k $16.8m | Reduced -11.8k |
| Gradient Investments LLC 0.23% of their portfolio | 120.0k $14.7m | Added +5.2k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 115.7k $14.2m | Added +7.8k |
| Public Sector Pension Investment Board 0.04% of their portfolio | 110.1k $13.5m | Added +2.8k |
| Nuveen, LLC 0.00% of their portfolio | 102.1k $12.5m | Added +9.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 97.0k $11.9m | Added +59.9k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 95.1k $11.6m | New |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 95.1k $11.6m | Reduced -86.2k |
| JANUS HENDERSON GROUP PLC 0.01% of their portfolio | 93.4k $11.4m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 88.6k $10.9m | Reduced -8.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 81.7k $10.0m | Added +13.3k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.23% of their portfolio | 81.2k $9.9m | Added +3.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 81.1k $9.9m | Added +1.3k |
| Steamboat Capital Partners, LLC 2.33% of their portfolio | 76.5k $9.4m | Reduced -498 |
| OBERWEIS ASSET MANAGEMENT INC/ 0.28% of their portfolio | 76.4k $9.4m | Added +1.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 73.8k $8.9m | Reduced -3.7k |
| Edgestream Partners, L.P. 0.29% of their portfolio | 72.1k $8.8m | New |
| Capelight Capital Asset Management LP 7.13% of their portfolio | 70.0k $8.6m | Added +15.0k |
| Militia Capital Management LLC 0.64% of their portfolio | 69.0k $8.4m | First filing |
| De Lisle Partners LLP 0.97% of their portfolio | 66.4k $8.1m | Reduced -8.2k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 65.1k $8.0m | Reduced -34.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 62.6k $7.7m | Added +5.7k |
| Legal & General Group Plc 0.00% of their portfolio | 61.6k $7.5m | Reduced -5.8k |
| DENALI ADVISORS LLC 0.81% of their portfolio | 59.3k $7.3m | Added +4.1k |
| CONGRESS ASSET MANAGEMENT CO 0.05% of their portfolio | 58.6k $7.2m | Added +11.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 57.1k $7.0m | Added +1.3k |
| STRS OHIO 0.03% of their portfolio | 56.7k $6.9m | Reduced -15.8k |
| ASSETMARK, INC 0.01% of their portfolio | 56.3k $6.9m | Added +2.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 55.1k $6.7m | Added +34.5k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 54.3k $6.6m | Added +3.2k |
| Ruffer LLP 0.26% of their portfolio | 52.3k $6.4m | Added +30.4k |
| Swiss National Bank 0.00% of their portfolio | 52.0k $6.4m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 49.4k $6.0m | Reduced -26.8k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 48.1k $5.9m | Added +2.5k |
| EMG Holdings, L.P. 8.58% of their portfolio | 47.7k $5.8m | Added +20.2k |
| Long Pond Capital, LP 0.60% of their portfolio | 47.6k $5.8m | Reduced -23.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 46.7k $5.7m | Reduced -2.4k |
| Old North State Wealth Management, LLC 2.50% of their portfolio | 44.1k $5.4m | Added +825 |
| JAMES INVESTMENT RESEARCH, INC. 0.59% of their portfolio | 42.8k $5.2m | Reduced -224 |
| SummitTX Capital, L.P. 0.17% of their portfolio | 42.6k $5.2m | Added +6.8k |
| CRAMER ROSENTHAL MCGLYNN LLC 0.38% of their portfolio | 42.1k $5.2m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 41.9k $5.1m | Reduced -27.5k |
| RBF Capital, LLC 0.25% of their portfolio | 41.7k $5.1m | Reduced -41.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 41.2k $5.0m | Added +1.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 38.6k $4.7m | Added +31.6k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 37.2k $4.6m | Reduced -5.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 35.7k $4.4m | Added +5.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 32.4k $4.0m | Reduced -9.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 32.1k $3.9m | Added +7.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 30.8k $3.8m | Reduced -75.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 30.2k $3.9m | Unchanged |
| Shay Capital LLC 0.52% of their portfolio | 30.0k $3.7m | Added +11.4k |
| CITIGROUP INC 0.00% of their portfolio | 30.0k $3.7m | Reduced -2.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 29.4k $3.6m | Reduced -13.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 28.6k $3.5m | Added +26.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 28.5k $3.5m | Added +4.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.4k $3.4m | Added +1.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 26.3k $3.2m | Reduced -140 |
| Cerity Partners LLC 0.00% of their portfolio | 25.8k $3.2m | Reduced -832 |
| Quantbot Technologies LP 0.12% of their portfolio | 24.3k $3.0m | Added +7.8k |
| BESSEMER GROUP INC 0.00% of their portfolio | 24.2k $3.0m | Added +36 |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 23.5k $2.9m | First filing |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 22.5k $2.8m | Reduced -940 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 22.2k $2.7m | Reduced -778 |
| 1492 Capital Management LLC 1.03% of their portfolio | 22.0k $2.7m | Added +6.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.4k $2.6m | Reduced -109 |
| Y-Intercept (Hong Kong) Ltd 0.05% of their portfolio | 21.2k $2.6m | Added +9.0k |
| Round Hill Asset Management 1.72% of their portfolio | 21.1k $2.6m | Reduced -160 |
| Phocas Financial Corp. 0.38% of their portfolio | 19.9k $2.4m | Reduced -5.6k |