M/i Homes Inc (MHO) 13F Holders & Ownership Data (356 Funds, Q2 2026)

MHO ranks #1761 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MHO is a top-conviction position for Capelight Capital Asset Management LP — at 6.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MHO belongs to BlackRock, Inc., but the position matters far more to Capelight Capital Asset Management LP, who has 6.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Congress Asset Management Co has added to its MHO position for two straight quarters, increasing it by $11.4M to reach $18.6M today.

Assenagon Asset Management S.A. has trimmed its MHO position for two straight quarters, cutting it by $12.0M while still holding $2.1M.

MHO is down 1.2% today, but institutions show net buying of $739.0M this quarter — a divergence between today's price move and the underlying institutional flow.

MHO posted net income of $317.4M over the trailing twelve months, and currently trades at a P/E of 10.7.

• Profitable — net income of $317.4M over the trailing twelve months
• Revenue declined 5.0% year over year
• Net income declined year over year, from $511.4M to $317.4M
• Generated $137.3M in positive operating cash flow
• Liabilities run 0.51x equity — within a conventional range