Filing Research | MHO - M/I HOMES INC Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Gradient Investments LLC	Shares	121.9KSH	$19.6M
2	CONGRESS ASSET MANAGEMENT CO	Shares	113.4KSH	$18.2M
3	Capelight Capital Asset Management LP	Shares	80.0KSH	$12.9M
4	Old North State Wealth Management, LLC	Shares	45.5KSH	$7.3M
5	JAMES INVESTMENT RESEARCH, INC.	Shares	43.0KSH	$6.9M
6	Assenagon Asset Management S.A.	Shares	21.1KSH	$3.4M
7	Louisiana State Employees Retirement System	Shares	11.2KSH	$1.8M
8	Police & Firemen's Retirement System of New Jersey	Shares	7.6KSH	$1.2M
9	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.4KSH	$1.2M
10	Unison Advisors LLC	Shares	6.9KSH	$1.1M
11	SummerHaven Investment Management, LLC	Shares	6.1KSH	$987.4K
12	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.1KSH	$975.7K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.5KSH	$891.4K
14	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	Shares	5.5KSH	$879.0K
15	Bay Rivers Group	Shares	4.3KSH	$684.2K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	4.0KSH	$596.5K
17	Abel Hall, LLC	Shares	2.4KSH	$382.8K
18	GAMMA Investing LLC	Shares	2.1KSH	$341.0K
19	Paladin Wealth, LLC	Shares	1.4KSH	$231.1K
20	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	1.3KSH	$209.0K
21	CV Advisors LLC	Shares	1.3KSH	$205.8K
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.1KSH	$171.4K
23	Versant Capital Management, Inc	Shares	409SH	$65.8K
24	Founders Capital Management	Shares	400SH	$64.3K
25	SIGNATUREFD, LLC	Shares	322SH	$51.8K
26	FIRST HORIZON CORP	Shares	298SH	$47.9K
27	EverSource Wealth Advisors, LLC	Shares	214SH	$34.4K
28	Farther Finance Advisors, LLC	Shares	175SH	$28.1K
29	True Wealth Design, LLC	Shares	167SH	$26.9K
30	LifeSteps Financial, Inc.	Shares	130SH	$20.9K
31	IFP Advisors, Inc	Shares	78SH	$12.5K
32	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	50SH	$7.8K
33	Strategic Investment Solutions, Inc. /IL	Shares	44SH	$7.1K
34	CoreCap Advisors, LLC	Shares	34SH	$5.5K
35	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	31.5KSH	$5.1K
36	High Note Wealth, LLC	Shares	31SH	$5.0K
37	SBI Securities Co., Ltd.	Shares	21SH	$3.4K
38	Valued Wealth Advisors LLC	Shares	20SH	$3.2K
39	FARMERS & MERCHANTS INVESTMENTS INC	Shares	15SH	$2.4K
40	State of Alaska, Department of Revenue	Shares	10.0KSH	$1.6K
41	Handelsbanken Fonder AB	Shares	9.3KSH	$1.5K
42	Ares Financial Consulting, LLC	Shares	8SH	$1.3K
43	AMALGAMATED BANK	Shares	6.9KSH	$1.1K
44	MassMutual Private Wealth & Trust, FSB	Shares	5SH	$804
45	JNBA Financial Advisors	Shares	4SH	$644
46	Bogart Wealth, LLC	Shares	4SH	$643
47	Hughes Financial Services, LLC	Shares	4SH	$643
48	GILPIN WEALTH MANAGEMENT, LLC	Shares	3SH	$483
49	SJS Investment Consulting Inc.	Shares	3SH	$483
50	Davis Capital Management	Shares	2SH	$322

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

50 / 56 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+54.7K	+$11.0M	$18.2M
2	Gradient Investments LLC added	Shares	+1.9K	+$4.9M	$19.6M
3	Capelight Capital Asset Management LP added	Shares	+10.0K	+$4.3M	$12.9M
4	Old North State Wealth Management, LLC added	Shares	+1.4K	+$1.9M	$7.3M
5	JAMES INVESTMENT RESEARCH, INC. added	Shares	+166	+$1.7M	$6.9M
6	Abel Hall, LLC new	Shares	+2.4K	+$382.8K	$382.8K
7	Louisiana State Employees Retirement System trimmed	Shares	-400	+$380.4K	$1.8M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+394	+$339.2K	$1.2M
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-97	+$272.3K	$1.2M
10	Unison Advisors LLC unchanged	Shares	0	+$265.2K	$1.1M
11	SummerHaven Investment Management, LLC unchanged	Shares	0	+$235.4K	$987.4K
12	Paladin Wealth, LLC new	Shares	+1.4K	+$231.1K	$231.1K
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.0K	+$226.8K	$596.5K
14	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna unchanged	Shares	0	+$209.6K	$879.0K
15	BUTENSKY & COHEN FINANCIAL SECURITY, INC new	Shares	+1.3K	+$209.0K	$209.0K
16	CV Advisors LLC new	Shares	+1.3K	+$205.8K	$205.8K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-399	+$183.8K	$975.7K
18	Bay Rivers Group trimmed	Shares	-100	+$150.9K	$684.2K
19	GAMMA Investing LLC added	Shares	+190	+$104.6K	$341.0K
20	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+152	+$59.5K	$171.4K
21	FIRST HORIZON CORP new	Shares	+298	+$47.9K	$47.9K
22	Versant Capital Management, Inc added	Shares	+234	+$44.3K	$65.8K
23	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.4K	+$39.5K	$891.4K
24	SIGNATUREFD, LLC added	Shares	+155	+$31.3K	$51.8K
25	LifeSteps Financial, Inc. new	Shares	+130	+$20.9K	$20.9K
26	Founders Capital Management unchanged	Shares	0	+$15.3K	$64.3K
27	Farther Finance Advisors, LLC added	Shares	+44	+$12.0K	$28.1K
28	True Wealth Design, LLC unchanged	Shares	0	+$6.4K	$26.9K
29	CoreCap Advisors, LLC new	Shares	+34	+$5.5K	$5.5K
30	IFP Advisors, Inc added	Shares	+10	+$4.2K	$12.5K
31	Valued Wealth Advisors LLC new	Shares	+20	+$3.2K	$3.2K
32	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$1.7K	$7.1K
33	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-950	+$1.1K	$5.1K
34	High Note Wealth, LLC trimmed	Shares	-2	+$943	$5.0K
35	SBI Securities Co., Ltd. added	Shares	+1	+$928	$3.4K
36	JNBA Financial Advisors new	Shares	+4	+$644	$644
37	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$575	$2.4K
38	Hughes Financial Services, LLC added	Shares	+3	+$521	$643
39	SJS Investment Consulting Inc. added	Shares	+2	+$360	$483
40	Davis Capital Management new	Shares	+2	+$322	$322
41	JFS WEALTH ADVISORS, LLC new	Shares	+2	+$322	$322
42	Handelsbanken Fonder AB trimmed	Shares	-300	+$319	$1.5K
43	Ares Financial Consulting, LLC unchanged	Shares	0	+$302	$1.3K
44	GILPIN WEALTH MANAGEMENT, LLC added	Shares	+1	+$238	$483
45	Hunter Perkins Capital Management, LLC new	Shares	+1.4K	+$226	$226
46	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$192	$804
47	AMALGAMATED BANK trimmed	Shares	-602	+$190	$1.1K
48	Bogart Wealth, LLC unchanged	Shares	0	+$153	$643
49	Abound Wealth Management unchanged	Shares	0	+$38	$161
50	TFC Financial Management, Inc. unchanged	Shares	0	+$38	$161

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