Institutional Ownership MHO (NYSE) - M/I Homes Inc
Institutional Ownership Insights: Discover MHO Holdings. Gain a Comprehensive Overview of Funds and Institutions.
Institutions
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| Valid Date | Name | Percent of MHO shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-09-30 | Arrowstreet Capital Limited Partnership | 2.533% | 0.072% | 705460 | 2615 | 0.37% |
| 2023-09-30 | HHG PLC | 1.395% | 0.021% | 388451 | 500 | 0.13% |
| 2023-09-30 | Franklin Resources Inc | 2.111% | 0.025% | 587915 | -168214 | -22.25% |
| 2023-09-30 | Donald Smith & Co Inc | 7.290% | 5.867% | 2030201 | -26890 | -1.31% |
| 2023-09-30 | Northern Trust Corp | 1.312% | 0.006% | 365462 | 1210 | 0.33% |
| 2023-09-30 | Dimensional Fund Advisors, Inc. | 4.814% | 0.037% | 1340556 | -356 | -0.03% |
| 2023-09-30 | Westfield Capital Management Company, LP | 3.512% | 0.560% | 977922 | 977922 | - |
| 2023-09-30 | Pacer Advisors, INC. | 2.574% | 0.231% | 716727 | 260460 | 57.09% |
| 2023-09-30 | Bank of New York Mellon Corp | 1.127% | 0.006% | 313733 | -14640 | -4.46% |
| 2023-09-30 | American Century Companies Inc | 1.727% | 0.032% | 480872 | 102358 | 27.04% |
| 2023-09-30 | Towle & Co | 1.219% | 3.894% | 339477 | -210631 | -38.29% |
| 2023-09-30 | State Street Corporation | 4.459% | 0.006% | 1241687 | 33230 | 2.75% |
| 2023-09-30 | Vanguard Group Inc | 7.043% | 0.004% | 1961428 | 43417 | 2.26% |
| 2023-06-30 | American Century Companies Inc | 1.362% | 0.025% | 378514 | 115174 | 43.74% |
| 2023-06-30 | JPMorgan Chase & Co | 1.426% | 0.004% | 396480 | 276730 | 231.09% |
| 2023-06-30 | Pacer Advisors, INC. | 1.641% | 0.160% | 456267 | 191266 | 72.18% |
| 2023-06-30 | Morgan Stanley - Brokerage Accounts | 1.330% | 0.003% | 369729 | 23317 | 6.73% |
| 2023-06-30 | Northern Trust Corp | 1.310% | 0.006% | 364252 | 24144 | 7.10% |
| 2023-06-30 | Vanguard Group Inc | 6.900% | 0.004% | 1918011 | 8465 | 0.44% |
| 2023-06-30 | Nuveen Asset Management, LLC | 1.010% | 0.009% | 280709 | -23822 | -7.82% |
| 2023-06-30 | Towle & Co | 1.979% | 6.324% | 550108 | -9910 | -1.77% |
| 2023-06-30 | State Street Corporation | 4.347% | 0.006% | 1208457 | 13183 | 1.10% |
| 2023-06-30 | HHG PLC | 1.396% | 0.021% | 387951 | 36216 | 10.30% |
| 2023-06-30 | Goldman Sachs Group Inc | 2.564% | 0.013% | 712622 | 177667 | 33.21% |
| 2023-06-30 | BlackRock Inc | 17.513% | 0.012% | 4868507 | 246699 | 5.34% |
| 2023-06-30 | Bank of New York Mellon Corp | 1.181% | 0.006% | 328373 | -5261 | -1.58% |
| 2023-06-30 | Charles Schwab Investment Management Inc | 1.661% | 0.012% | 461689 | -10998 | -2.33% |
| 2023-06-30 | Dimensional Fund Advisors, Inc. | 4.824% | 0.037% | 1340912 | -17011 | -1.25% |
| 2023-06-30 | Assenagon Asset Management SA | 1.572% | 0.132% | 436865 | 78684 | 21.97% |
| 2023-06-30 | Donald Smith & Co Inc | 7.400% | 6.172% | 2057091 | -2345 | -0.11% |
| 2023-06-30 | Franklin Resources Inc | 2.720% | 0.031% | 756129 | -307392 | -28.90% |
| 2023-06-30 | Arrowstreet Capital Limited Partnership | 2.528% | 0.075% | 702845 | 2108 | 0.30% |
| 2023-06-30 | Amvescap Plc. | 1.331% | 0.009% | 370119 | 53590 | 16.93% |
| 2023-06-30 | Geode Capital Management, LLC | 1.928% | 0.006% | 535940 | 25547 | 5.01% |
| 2023-03-31 | BlackRock Inc | 16.626% | 0.009% | 4621808 | -158645 | -3.32% |
| 2023-03-31 | Goldman Sachs Group Inc | 1.924% | 0.007% | 534955 | 143121 | 36.53% |
| 2023-03-31 | State Street Corporation | 4.300% | 0.004% | 1195274 | 20350 | 1.73% |
| 2023-03-31 | Schonfeld Strategic Advisors LLC | 1.534% | 0.258% | 426525 | 426525 | - |
| 2023-03-31 | Charles Schwab Investment Management Inc | 1.700% | 0.009% | 472687 | 14197 | 3.10% |
| 2023-03-31 | Donald Smith & Co Inc | 7.408% | 4.789% | 2059436 | -26166 | -1.25% |
| 2023-03-31 | Morgan Stanley - Brokerage Accounts | 1.246% | 0.002% | 346412 | 44945 | 14.91% |
| 2023-03-31 | Geode Capital Management, LLC | 1.836% | 0.004% | 510393 | 21542 | 4.41% |
| 2023-03-31 | Amvescap Plc. | 1.139% | 0.006% | 316529 | 16174 | 5.38% |
Funds
| Valid Date | Name | Percent of MHO shares |
Percent of Portfolio |
Number of Shares that are hold |
Change (in shares) |
Change (in Percent) |
|---|---|---|---|---|---|---|
| 2023-10-31 | Vanguard Institutional Extnd Mkt Idx Tr | 1.394% | 0.040% | 388226 | 3054 | 0.79% |
| 2023-10-31 | iShares Russell 2000 Value ETF | 0.881% | 0.205% | 245267 | -159 | -0.06% |
| 2023-10-31 | SPDR® Portfolio S&P 600 Sm Cap ETF | 0.816% | 0.247% | 227137 | 104 | 0.05% |
| 2023-10-31 | iShares US Home Construction ETF | 0.769% | 1.058% | 214216 | -1896 | -0.88% |
| 2023-10-31 | Vanguard Total Stock Mkt Idx Inv | 2.921% | 0.005% | 813492 | 16531 | 2.07% |
| 2023-10-31 | Pacer US Small Cap Cash Cows 100 ETF | 2.998% | 1.747% | 835016 | 2960 | 0.36% |
| 2023-10-31 | Vanguard Tax-Managed Small Cap Adm | 0.785% | 0.242% | 218619 | - | - |
| 2023-10-31 | iShares Core S&P Small-Cap ETF | 6.675% | 0.244% | 1858975 | -1617 | -0.09% |
| 2023-10-31 | Avantis US Small Cap Value ETF | 1.551% | 0.533% | 431994 | - | - |
| 2023-10-31 | iShares Russell 2000 ETF | 2.223% | 0.106% | 618994 | 6148 | 1.00% |
| 2023-10-31 | iShares S&P Small-Cap 600 Value ETF | 1.222% | 0.477% | 340236 | -780 | -0.23% |
| 2023-09-30 | Janus Henderson Small Cap Value L | 1.283% | 1.287% | 357170 | - | - |
| 2023-09-30 | Franklin US Small Cap Growth Equity | 1.222% | 1.173% | 340346 | -148300 | -30.35% |
| 2023-09-30 | Franklin Small Cap Growth Adv | 1.222% | 1.173% | 340346 | -30000 | -8.10% |
| 2023-09-30 | Vanguard Institutional Extnd Mkt Idx Tr | 1.386% | 0.038% | 385172 | 7351 | 1.95% |
| 2023-09-30 | Donald Smith & Co. All Cap Val Eq | 2.385% | 6.631% | 664087 | - | - |
| 2023-09-30 | Vanguard Selected Value Inv | 3.207% | 1.245% | 893000 | - | - |
| 2023-09-30 | Vanguard Total Stock Mkt Idx Inv | 2.867% | 0.005% | 796961 | -50493 | -5.96% |
| 2023-09-30 | Vanguard Tax-Managed Small Cap Adm | 0.785% | 0.234% | 218619 | -18600 | -7.84% |
| 2023-09-30 | Donald Smith & Co. All Eq Accounts Comp | 7.229% | 5.754% | 2013241 | -27021 | -1.32% |
| 2023-09-30 | Donald Smith & Co. Md-Cap Val Eq | 3.207% | 6.003% | 893000 | - | - |
| 2023-09-30 | DFA US Small Cap Value I | 1.560% | 0.268% | 434428 | - | - |
| 2023-09-29 | Pacer US Small Cap Cash Cows 100 ETF | 2.576% | 1.695% | 716156 | 9240 | 1.31% |
| 2023-09-29 | Avantis US Small Cap Value ETF | 1.476% | 0.517% | 410293 | 1250 | 0.31% |
| 2023-09-29 | iShares US Home Construction ETF | 0.830% | 1.016% | 230806 | -15642 | -6.35% |
| 2023-09-29 | iShares S&P Small-Cap 600 Value ETF | 1.261% | 0.467% | 350417 | - | - |
| 2023-09-29 | iShares Russell 2000 Value ETF | 0.869% | 0.197% | 241644 | -316 | -0.13% |
| 2023-09-29 | iShares Core S&P Small-Cap ETF | 6.752% | 0.237% | 1876924 | -438 | -0.02% |
| 2023-09-29 | iShares Russell 2000 ETF | 2.204% | 0.101% | 612743 | -11342 | -1.82% |
| 2023-09-28 | SPDR® Portfolio S&P 600 Sm Cap ETF | 0.789% | 0.239% | 219449 | 624 | 0.29% |
| 2023-08-31 | iShares Russell 2000 Value ETF | 0.880% | 0.216% | 244488 | -1580 | -0.64% |
| 2023-08-31 | iShares S&P Small-Cap 600 Value ETF | 1.384% | 0.552% | 384863 | 686 | 0.18% |
| 2023-08-31 | iShares US Home Construction ETF | 0.900% | 1.074% | 250119 | 472 | 0.19% |
| 2023-08-31 | iShares Russell 2000 ETF | 2.261% | 0.113% | 628397 | -2289 | -0.36% |
| 2023-08-31 | Avantis US Small Cap Value ETF | 1.418% | 0.562% | 394128 | 1040 | 0.26% |
| 2023-08-31 | DFA US Small Cap Value I | 1.563% | 0.297% | 434428 | - | - |
| 2023-08-31 | Fidelity® Small Cap Index | 0.888% | 0.110% | 247177 | 6776 | 2.82% |
| 2023-08-31 | Vanguard Tax-Managed Small Cap Adm | 0.853% | 0.278% | 237219 | -2787 | -1.16% |
| 2023-08-31 | Vanguard Extended Market Index Investor | 1.359% | 0.041% | 377821 | 4938 | 1.32% |
| 2023-08-31 | Franklin Small Cap Growth Adv | 1.332% | 1.388% | 370346 | -57200 | -13.38% |
| 2023-08-31 | Vanguard Total Stock Mkt Idx Inv | 3.049% | 0.006% | 847454 | -83 | -0.01% |
| 2023-08-31 | iShares Core S&P Small-Cap ETF | 7.053% | 0.272% | 1960648 | -4853 | -0.25% |
| 2023-08-31 | Vanguard Institutional Extnd Mkt Idx Tr | 1.359% | 0.041% | 377821 | 4938 | 1.32% |
| 2023-08-31 | Pacer US Small Cap Cash Cows 100 ETF | 2.078% | 1.694% | 577571 | 2208 | 0.38% |
| 2023-08-30 | Pacer US Small Cap Cash Cows 100 ETF | 2.070% | 1.671% | 575363 | 736 | 0.13% |
| 2023-08-30 | iShares US Home Construction ETF | 0.898% | 1.064% | 249647 | -2360 | -0.94% |
| 2023-08-30 | iShares S&P Small-Cap 600 Value ETF | 1.382% | 0.544% | 384177 | - | - |
| 2023-08-30 | Avantis US Small Cap Value ETF | 1.414% | 0.552% | 393088 | 660 | 0.17% |
| 2023-08-29 | iShares Core S&P Small-Cap ETF | 7.072% | 0.265% | 1965811 | 1240 | 0.06% |
| 2023-08-29 | iShares Russell 2000 Value ETF | 0.885% | 0.210% | 246068 | -632 | -0.26% |
| 2023-08-29 | iShares Russell 2000 ETF | 2.277% | 0.110% | 632975 | -2943 | -0.46% |
| 2023-07-31 | iShares US Home Construction ETF | 0.973% | 1.063% | 270415 | -472 | -0.17% |
| 2023-07-31 | Vanguard Extended Market Index Investor | 1.341% | 0.039% | 372883 | 1200 | 0.32% |
| 2023-07-31 | Vanguard Total Stock Mkt Idx Inv | 3.049% | 0.006% | 847537 | -1097 | -0.13% |
| 2023-07-31 | DFA US Small Cap Value I | 1.563% | 0.290% | 434428 | - | - |
| 2023-07-31 | Fidelity® Small Cap Index | 0.865% | 0.106% | 240401 | 3579 | 1.51% |
| 2023-07-31 | SPDR® Portfolio S&P 600 Sm Cap ETF | 0.820% | 0.269% | 228036 | 165 | 0.07% |
| 2023-07-31 | Franklin Small Cap Growth Adv | 1.538% | 1.544% | 427546 | -61100 | -12.50% |
| 2023-07-31 | Vanguard Tax-Managed Small Cap Adm | 0.863% | 0.272% | 240006 | - | - |
| 2023-07-31 | iShares Core S&P Small-Cap ETF | 7.082% | 0.268% | 1968674 | - | - |
| 2023-07-31 | iShares Russell 2000 ETF | 2.257% | 0.110% | 627525 | -1853 | -0.29% |
| 2023-07-31 | iShares Russell 2000 Value ETF | 0.906% | 0.209% | 251732 | - | - |
| 2023-07-31 | Pacer US Small Cap Cash Cows 100 ETF | 1.841% | 1.680% | 511835 | 1840 | 0.36% |
| 2023-07-31 | iShares S&P Small-Cap 600 Value ETF | 1.388% | 0.536% | 385953 | -718 | -0.19% |
| 2023-07-29 | Avantis® U.S. Small Cap Value ETF | 1.222% | 0.496% | 339711 | - | - |
| 2023-06-30 | Donald Smith & Co. All Eq Accounts Comp | 7.339% | 6.030% | 2040262 | -2400 | -0.12% |
| 2023-06-30 | Donald Smith & Co. Md-Cap Val Eq | 3.212% | 6.183% | 893000 | - | - |
| 2023-06-30 | DFA US Small Cap Value I | 1.563% | 0.271% | 434428 | - | - |
| 2023-06-30 | Fidelity® Small Cap Index | 0.852% | 0.097% | 236822 | 4268 | 1.84% |
| 2023-06-30 | Donald Smith & Co. All Cap Val Eq | 2.389% | 6.874% | 664087 | - | - |
| 2023-06-30 | Franklin Small Cap Growth Adv | 1.758% | 1.605% | 488646 | -60900 | -11.08% |
| 2023-06-30 | Franklin US Small Cap Growth Equity | 1.758% | 1.605% | 488646 | -163000 | -25.01% |
| 2023-06-30 | Janus Henderson Small Cap Value L | 1.285% | 1.242% | 357170 | 32624 | 10.05% |
| 2023-06-30 | Vanguard Selected Value Inv | 3.212% | 1.247% | 893000 | - | - |
| 2023-05-31 | Fidelity® Small Cap Index | 0.837% | 0.084% | 232554 | 3885 | 1.70% |
| 2023-03-31 | Vanguard Instl Ttl Stck Mkt Idx Tr | 3.017% | 0.004% | 838637 | -994 | -0.12% |