M/I Homes

MHO • NYSE

M/I Homes is a residential construction company in the consumer cyclical sector on NYSE, led by Elizabeth (Lisa) K. Ingram, with a market cap of $3.5B. As of Q3 2025, 94% of shares are held by 332 institutional investors, with BlackRock, Inc. as the largest holder at 18.3%.

CEOElizabeth (Lisa) K. Ingram

Market Cap$3.5B

Residential Construction

Consumer Cyclical

Employees1.6K

Websitemihomes.com

Country

United States of America

Overview

Overview of institutional ownership in MHO as of Q3 2025 with a market cap of $3.8B

All Institutions

Institutions: 332
Value Held: $3.6B
Shares Held: 24.9M
Avg Position: $10.8M
Median Position: $852.3K

Hedge Funds

Hedge Funds: 47
Value Held: $295.6M
Shares Held: 2.0M
Avg Position: $6.3M
Median Position: $2.4M

Ownership Breakdown

Institutional (non-HF)

86.46%

$3.3B

Hedge Funds

7.76%

$295.6M

Retail & Other

5.78%

$220.3M

Based on market cap of $3.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MHO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$697.7M 0.01% of portfolio	18.30% 4.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$362.6M 0.01% of portfolio	9.51% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DONALD SMITH & CO., INC. Long Only Manager	Richard Lawrence Greenberg CEO	$199.5M 3.98% of portfolio	5.23% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$189.1M 0.01% of portfolio	4.96% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$166.3M 0.01% of portfolio	4.36% 1.2M shares	Q3 2016 Held for 9y 2m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$156.6M 0.03% of portfolio	4.11% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
A AMERICAN CENTURY COMPANIES INC Institution	-	$135.3M 0.07% of portfolio	3.55% 936.6K shares	Q4 2020 Held for 4y 11m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$92.7M 0.01% of portfolio	2.43% 641.5K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$75.2M 0.01% of portfolio	1.97% 520.8K shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$64.2M 0.02% of portfolio	1.68% 444.6K shares	≤ Q2 2013 Held for 12y 5m+	$395.36B

Net Capital Flow

Institutional buying and selling activity for MHO in Q3 2025

Traded: +$31.0M
Buyers: 160
Sellers: 176
Total Bought: +$450.7M
Total Sold: −$419.7M
Avg Position: $9.7M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$145.8M +1.0M shares	$166.3M 1.2M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$59.2M +410.0K shares	$59.2M 410.0K shares
Junto Capital Management LP Hedge Fund•Long/Short	+$35.9M +248.3K shares	$35.9M 248.3K shares
Invesco Ltd. ETF Provider	+$23.4M +161.9K shares	$43.5M 300.9K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	+$17.5M +121.5K shares	$17.5M 121.5K shares
Long Pond Capital, LP Hedge Fund•Long/Short	+$15.2M +105.5K shares	$32.9M 227.6K shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	+$13.3M +92.2K shares	$13.3M 92.2K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$13.2M +91.7K shares	$135.3M 936.6K shares
S STRS OHIO Institution	+$10.0M +69.3K shares	$10.1M 69.9K shares
Brandywine Global Investment Management, LLC Long Only Manager	+$9.7M +67.1K shares	$9.7M 67.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$43.0M −297.6K shares	$30.2M 209.4K shares
R ROYAL BANK OF CANADA Institution	−$42.1M −291.8K shares	$23.2M 160.6K shares
HENNESSY ADVISORS INC Institution	−$30.2M −269.5K shares	Sold Off 0 shares
FRANKLIN RESOURCES INC Institution	−$18.5M −128.4K shares	$64.2M 444.6K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	−$16.8M −150.0K shares	Sold Off 0 shares
ACADIAN ASSET MANAGEMENT LLC Long Only Manager	−$16.5M −114.2K shares	$39.1M 270.4K shares
VANGUARD GROUP INC Institution	−$15.8M −109.7K shares	$362.6M 2.5M shares
GOLDMAN SACHS GROUP INC Institution	−$15.1M −104.8K shares	$75.2M 520.8K shares
B BlackRock, Inc. Institution	−$14.3M −99.1K shares	$697.7M 4.8M shares
Bridgewater Associates, LP Hedge Fund•Global Macro	−$12.8M −88.4K shares	$3.6M 25.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MHO in Q3 2025

New Positions: 25
New Value: $139.2M
Exited Positions: 38
Exited Value: $67.2M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$59.2M 410.0K shares
Junto Capital Management LP Hedge Fund•Long/Short	$35.9M 248.3K shares
FRONTIER CAPITAL MANAGEMENT CO LLC Long Only Manager	$17.5M 121.5K shares
CRAMER ROSENTHAL MCGLYNN LLC Long Only Manager	$13.3M 92.2K shares
F First Eagle Investment Management, LLC Long Only Manager	$4.1M 28.6K shares
Phocas Financial Corp. Long Only Manager	$3.7M 25.5K shares
SEGALL BRYANT & HAMILL Long Only Manager	$3.4M 23.5K shares
Vestmark Advisory Solutions, Inc. Fund of Funds	$386.8K 2.7K shares
Round Rock Advisors, LLC RIA/Wealth	$267.8K 1.9K shares
Callan Family Office, LLC Family Office	$250.5K 1.7K shares

Exited Positions

Institution	Previous Position
HENNESSY ADVISORS INC Institution	$30.2M 269.5K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$16.8M 150.0K shares
Y Y-Intercept Ltd Institution	$3.3M 29.1K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.2M 19.7K shares
J Jump Financial, LLC Institution	$1.6M 14.5K shares
F Fisher Asset Management, LLC Institution	$1.5M 13.0K shares
OCCUDO QUANTITATIVE STRATEGIES LP Hedge Fund•Market Neutral	$1.1M 9.7K shares
F FOX RUN MANAGEMENT, L.L.C. Hedge Fund•Quant	$1.0M 9.3K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$1.0M 9.2K shares
Range Financial Group LLC RIA/Wealth	$909.1K 8.1K shares

Options Activity

Institutions with the largest Call and Put options positions in MHO as of Q3 2025

Call Positions: 6
Call Value: $28.7M
Put Positions: 7
Put Value: $11.5M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$14.3M 991.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$6.6M 458.0 contracts
J JANE STREET GROUP, LLC Institution	$3.0M 205.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$2.2M 152.0 contracts
P PEAK6 LLC Institution	$1.4M 98.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.2M 81.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.2M 293.0 contracts
Hudson Bay Capital Management LP Hedge Fund•Multi-Strategy	$2.2M 154.0 contracts
J JANE STREET GROUP, LLC Institution	$2.2M 150.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$2.1M 146.0 contracts
W WOLVERINE TRADING, LLC Institution	$523.0K 36.0 contracts
Lido Advisors, LLC RIA/Wealth	$158.9K 11.0 contracts
P PEAK6 LLC Institution	$101.1K 7.0 contracts

Most Committed Institutions

Institutions with MHO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
DONALD SMITH & CO., INC. Long Only Manager	Richard Lawrence Greenberg CEO	3.98% $199.5M	5.23% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$5.0B
Old North State Wealth Management, LLC RIA/Wealth	Paul Daniel Knott Managing Partner	3.02% $6.5M	0.17% 44.7K shares	Q4 2021 Held for 3y 11m	$213.8M
S Steamboat Capital Partners, LLC Hedge Fund•Long/Short	Parsa Nmn Kiai Managing Partner	2.89% $11.1M	0.29% 77.0K shares	Q1 2023 Held for 2y 8m	$384.1M
E EMG Holdings, L.P. Institution	-	2.69% $2.6M	0.07% 17.8K shares	Q2 2025 Held for 5 months	$95.7M
Long Pond Capital, LP Hedge Fund•Long/Short	John Peter Khoury Managing Partner	2.16% $32.9M	0.86% 227.6K shares	Q2 2025 Held for 5 months	$1.5B
Round Hill Asset Management RIA/Wealth	Channing Turner Lushbough President	2.00% $3.1M	0.08% 21.4K shares	Q1 2017 Held for 8y 8m	$154.6M
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	Jordan Neil Hymowitz Managing Partner	1.68% $8.5M	0.22% 58.6K shares	Q2 2025 Held for 5 months	$503.5M
D De Lisle Partners LLP Institution	-	1.32% $10.8M	0.28% 74.6K shares	Q1 2024 Held for 1y 8m	$815.6M
V Voss Capital LLC Institution	-	1.03% $18.1M	0.47% 125.0K shares	Q4 2023 Held for 1y 11m	$1.8B
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short	Bennett David Lindenbaum Managing Partner	1.03% $22.1M	0.58% 153.3K shares	Q3 2017 Held for 8y 2m	$2.2B

Hedge Fund Spotlight

Discover hedge funds investing in MHO

New Age Alpha Advisors, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerArmen Raphael Arus

Portfolio Value: $2.4B
Positions: 799
Last Reported: Q3 2025

Sector Allocation

Position in M/I Homes

Market Value: $102.3K
Shares Held: 708.0
Portfolio Weight: 0.00%
Owned Since: 2024-Q4

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