Taylor Morrison Home CORP (TMHC) — Who Owns This Stock? 13F Breakdown (Q2 2026)

TMHC ranks #1361 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TMHC is a top-conviction position for Slotnik Capital, LLC — at 14.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TMHC belongs to BlackRock, Inc., but the position matters far more to Slotnik Capital, LLC, who has 14.6% 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.

California State Teachers Retirement System has added to its TMHC position for two straight quarters, increasing it by $106.5M to reach $112.0M today.

Cliff Asness has trimmed its TMHC position for two straight quarters, cutting it by $201.5M while still holding $16.8M.

TMHC posted net income of $667.7M over the trailing twelve months.

• Profitable — net income of $667.7M over the trailing twelve months
• Revenue declined 9.0% year over year
• Net income declined year over year, from $906.5M to $667.7M
• Generated $817.3M in positive operating cash flow
• Liabilities run 0.56x equity — within a conventional range