Filing Research | LGIH - LGI Homes, Inc. Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	798.5KSH	$50.9M
2	WASATCH ADVISORS LP	Shares	213.5KSH	$13.6M
3	MONTGOMERY INVESTMENT MANAGEMENT INC	Shares	29.1KSH	$1.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	14.4KSH	$855.6K
5	Prospera Financial Services Inc	Shares	11.1KSH	$709.9K
6	Louisiana State Employees Retirement System	Shares	9.0KSH	$573.1K
7	Everhart Financial Group, Inc.	Shares	6.9KSH	$437.6K
8	Counterpoint Mutual Funds LLC	Shares	6.7KSH	$428.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	6.5KSH	$413.5K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	5.4KSH	$344.1K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	4.8KSH	$308.7K
12	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.7KSH	$232.6K
13	Merit Financial Group, LLC	Shares	3.5KSH	$224.2K
14	Versant Capital Management, Inc	Shares	2.3KSH	$147.4K
15	GAMMA Investing LLC	Shares	2.1KSH	$133.3K
16	SIGNATUREFD, LLC	Shares	683SH	$43.5K
17	Farther Finance Advisors, LLC	Shares	566SH	$36.0K
18	Crewe Advisors LLC	Shares	370SH	$23.6K
19	Financial Management Professionals, Inc.	Shares	244SH	$15.5K
20	EverSource Wealth Advisors, LLC	Shares	184SH	$11.7K
21	MassMutual Private Wealth & Trust, FSB	Shares	176SH	$11.2K
22	SBI Securities Co., Ltd.	Shares	80SH	$5.1K
23	Owl Creek Wealth Partners LLC	Shares	40SH	$2.5K
24	Bogart Wealth, LLC	Shares	38SH	$2.4K
25	Cedar Mountain Advisors, LLC	Shares	22SH	$1.4K
26	Fortitude Family Office, LLC	Shares	20SH	$1.3K
27	SJS Investment Consulting Inc.	Shares	20SH	$1.3K
28	Marquette Asset Management, LLC	Shares	19SH	$1.2K
29	Grove Bank & Trust	Shares	17SH	$1.1K
30	Wealth Enhancement Trust Services, Inc.	Shares	15SH	$955
31	FARMERS & MERCHANTS INVESTMENTS INC	Shares	14SH	$892
32	Physician Wealth Advisors, Inc.	Shares	13SH	$828
33	FINANCIAL CONSULATE, INC	Shares	12SH	$765
34	Trust Co	Shares	10SH	$637
35	State of Alaska, Department of Revenue	Shares	6.7KSH	$428
36	AMALGAMATED BANK	Shares	5.5KSH	$351
37	IFP Advisors, Inc	Shares	5SH	$318
38	GILPIN WEALTH MANAGEMENT, LLC	Shares	4SH	$255
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4SH	$243
40	Abound Wealth Management	Shares	2SH	$128
41	Davis Capital Management	Shares	1SH	$64
42	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	655SH	$42

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	River Road Asset Management, LLC trimmed	Shares	-38.9K	+$17.7M	$50.9M
2	WASATCH ADVISORS LP added	Shares	+29.7K	+$6.3M	$13.6M
3	MONTGOMERY INVESTMENT MANAGEMENT INC trimmed	Shares	-1.0K	+$663.5K	$1.9M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.9K	+$494.4K	$855.6K
5	Everhart Financial Group, Inc. new	Shares	+6.9K	+$437.6K	$437.6K
6	Counterpoint Mutual Funds LLC new	Shares	+6.7K	+$428.5K	$428.5K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+4.8K	+$308.7K	$308.7K
8	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+3.7K	+$232.6K	$232.6K
9	Merit Financial Group, LLC new	Shares	+3.5K	+$224.2K	$224.2K
10	Louisiana State Employees Retirement System unchanged	Shares	0	+$217.3K	$573.1K
11	Prospera Financial Services Inc trimmed	Shares	-1.7K	+$200.5K	$709.9K
12	Police & Firemen's Retirement System of New Jersey added	Shares	+730	+$185.7K	$413.5K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-26	+$129.5K	$344.1K
14	Versant Capital Management, Inc added	Shares	+1.2K	+$102.9K	$147.4K
15	GAMMA Investing LLC added	Shares	+269	+$61.2K	$133.3K
16	Farther Finance Advisors, LLC added	Shares	+349	+$27.7K	$36.0K
17	SIGNATUREFD, LLC trimmed	Shares	-82	+$13.3K	$43.5K
18	Crewe Advisors LLC unchanged	Shares	0	+$8.9K	$23.6K
19	Financial Management Professionals, Inc. unchanged	Shares	0	+$5.9K	$15.5K
20	EverSource Wealth Advisors, LLC trimmed	Shares	-18	+$3.7K	$11.7K
21	Owl Creek Wealth Partners LLC new	Shares	+40	+$2.5K	$2.5K
22	Bogart Wealth, LLC new	Shares	+38	+$2.4K	$2.4K
23	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-58	+$2.0K	$11.2K
24	SBI Securities Co., Ltd. trimmed	Shares	-10	+$1.5K	$5.1K
25	Marquette Asset Management, LLC new	Shares	+19	+$1.2K	$1.2K
26	SJS Investment Consulting Inc. added	Shares	+15	+$1.1K	$1.3K
27	Grove Bank & Trust added	Shares	+15	+$1.0K	$1.1K
28	Wealth Enhancement Trust Services, Inc. new	Shares	+15	+$955	$955
29	FINANCIAL CONSULATE, INC new	Shares	+12	+$765	$765
30	Physician Wealth Advisors, Inc. added	Shares	+6	+$551	$828
31	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$531	$1.4K
32	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$339	$892
33	Trust Co unchanged	Shares	0	+$242	$637
34	AMALGAMATED BANK trimmed	Shares	-344	+$120	$351
35	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$96	$255
36	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$90	$243
37	Davis Capital Management new	Shares	+1	+$64	$64
38	Abound Wealth Management unchanged	Shares	0	+$48	$128
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+655	+$42	$42
40	State of Alaska, Department of Revenue trimmed	Shares	-3.3K	+$33	$428
41	Fortitude Family Office, LLC trimmed	Shares	-12	+$9	$1.3K
42	IFP Advisors, Inc trimmed	Shares	-3	+$2	$318
43	Rachor Investment Advisory Services, LLC exited	Shares	-4	-$159	$0