M/i Homes, Inc.: which funds bought and sold

Institutions that bought and sold M/i Homes shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 182 institutions that filed 13F reports for both quarters added to or opened positions in M/i Homes, and 156 cut or closed them. Together they added a net 328K shares, +1.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 159K shares (+2.6%); index fund managers were net buyers of 94K shares (+1.0%). 52 opened a new position and 34 sold out entirely.

Bought, Q2 2026 182 institutions, 52 of them new holders Sold, Q2 2026 156 institutions, 34 of them sold out

Net change, all compared +328K shares (+1.4%)

Net change, active managers +159K shares (+2.6%), 26 bought, 29 sold

Buyers versus sellers

institutions compared, 378

182 bought 40 156 sold

Active managers and hedge funds 26 bought · 29 sold · +159K

Index fund managers 6 bought · 6 sold · +94K

Other institutions 150 bought · 121 sold · +74K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Grs Advisors, LLC	+258K New position	258K	$41.4M
T. Rowe Price Investment Management, Inc. Active manager	+179K +37.3%	660K	$106M
Goldman Sachs Group Inc	+160K +36.7%	596K	$95.9M
Franklin Resources Inc Active manager	+93K +20.0%	558K	$89.8M
Victory Capital Management Inc Active manager	+71K +44.3%	232K	$37.3M
State Street Corp Index funds	+67K +5.3%	1.3M	$213M
Boothbay Fund Management, LLC Hedge fund	+61K +1620.6%	64K	$10.3M
Congress Asset Management Co Active manager	+55K +93.3%	113K	$18.2M
Bank Of America Corp	+50K +34.1%	196K	$31.6M
Picton Mahoney Asset Management	+47K +667214.3%	47K	$7.5M
Two Sigma Investments, LP Hedge fund	+46K +48.5%	141K	$22.7M
Massachusetts Financial Services Co Active manager	+42K +17.1%	285K	$45.7M
William Blair Investment Management, LLC Active manager	+28K +29.2%	123K	$19.8M
Blackrock, Inc. Index funds	+27K +0.6%	4.8M	$770M
Creative Planning	+26K +134.0%	45K	$7.2M
Geode Capital Management, LLC Index funds	+23K +3.4%	682K	$110M
Pictet Asset Management Holding SA	+21K +534.2%	25K	$4.1M
Citigroup Inc	+21K +68.7%	51K	$8.1M
Palisade Capital Management, LP Active manager	+19K New position	19K	$3M
Csm Advisors, LLC	+19K +1118.9%	20K	$3.3M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+179K +37.3%	660K	$106M
Franklin Resources Inc Active manager	+93K +20.0%	558K	$89.8M
Victory Capital Management Inc Active manager	+71K +44.3%	232K	$37.3M
Boothbay Fund Management, LLC Hedge fund	+61K +1620.6%	64K	$10.3M
Congress Asset Management Co Active manager	+55K +93.3%	113K	$18.2M
Two Sigma Investments, LP Hedge fund	+46K +48.5%	141K	$22.7M
Massachusetts Financial Services Co Active manager	+42K +17.1%	285K	$45.7M
William Blair Investment Management, LLC Active manager	+28K +29.2%	123K	$19.8M
Palisade Capital Management, LP Active manager	+19K New position	19K	$3M
Bridgewater Associates, LP Hedge fund	+14K New position	14K	$2.2M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−132K −18.8%	571K	$91.8M
Donald Smith & Co., Inc.	−99K −6.6%	1.4M	$224M
Millennium Management LLC Hedge fund	−74K −13.7%	467K	$75M
Assenagon Asset Management S.A.	−73K −63.5%	42K	$6.8M
De Lisle Partners LLP	−61K −91.9%	5,389	$867,063
Barclays PLC	−60K −29.6%	142K	$22.8M
Jane Street Group, LLC	−55K Sold out	0	—
Nordea Investment Management AB	−54K −73.7%	19K	$3.1M
Royce & Associates LP Active manager	−53K −14.3%	316K	$50.9M
Militia Capital Management LLC	−46K −66.7%	23K	$3.7M
Summittx Capital, L.P.	−43K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−41K −24.2%	129K	$20.7M
Emg Holdings, L.P.	−34K −72.0%	13K	$2.1M
Edgestream Partners, L.P. Hedge fund	−27K −37.9%	45K	$7.2M
Voloridge Investment Management, LLC Hedge fund	−26K −84.0%	4,921	$791,248
Citadel Advisors LLC Hedge fund	−26K −89.9%	2,907	$467,417
Jpmorgan Chase & Co	−24K −8.2%	272K	$44M
Quantbot Technologies LP Hedge fund	−23K −95.7%	1,039	$167,061
D. E. Shaw & Co., Inc. Hedge fund	−21K −22.0%	76K	$12.2M
Y-Intercept (Hong Kong) Ltd	−21K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	−132K −18.8%	571K	$91.8M
Millennium Management LLC Hedge fund	−74K −13.7%	467K	$75M
Royce & Associates LP Active manager	−53K −14.3%	316K	$50.9M
Qube Research & Technologies Ltd Hedge fund	−41K −24.2%	129K	$20.7M
Edgestream Partners, L.P. Hedge fund	−27K −37.9%	45K	$7.2M
Voloridge Investment Management, LLC Hedge fund	−26K −84.0%	4,921	$791,248
Citadel Advisors LLC Hedge fund	−26K −89.9%	2,907	$467,417
Quantbot Technologies LP Hedge fund	−23K −95.7%	1,039	$167,061
D. E. Shaw & Co., Inc. Hedge fund	−21K −22.0%	76K	$12.2M
Quadrature Capital Ltd Hedge fund	−19K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Grs Advisors, LLC	258K	$41.4M
Palisade Capital Management, LPActive manager	19K	$3M
Bridgewater Associates, LPHedge fund	14K	$2.2M
Exoduspoint Capital Management, LPHedge fund	13K	$2.1M
HRT Financial LP	10K	$1.6M
Bayhunt Capital LLC	12K	$1.5M
Polymer Capital Management (US) LLC	9,248	$1.5M
Atom Investors LP	8,867	$1.4M
Xtx Topco Ltd	4,539	$729,826
Janney Montgomery Scott LLC	4,283	$689,000

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Jane Street Group, LLC	55K	$6.7M
Summittx Capital, L.P.	43K	$5.2M
Y-Intercept (Hong Kong) Ltd	21K	$2.6M
Quadrature Capital LtdHedge fund	19K	$2.4M
Point72 Asset Management, L.P.Hedge fund	18K	$2.2M
Readystate Asset Management LP	17K	$2M
Tudor Investment Corp Et AlHedge fund	12K	$1.5M
Brevan Howard Capital Management LPHedge fund	8,578	$1.1M
Fox Run Management, L.L.C.	6,353	$753,656
Jefferies Financial Group Inc.	6,120	$749,394

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 350
Ten largest holders: 56.4%
Index fund managers: 40.1%
Active managers and hedge funds: 25.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	26	29	4	8	+159K	+2.6%
Index fund managers	6	6	0	0	+94K	+1.0%
Other institutions	150	121	48	26	+74K	+0.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on M/i Homes.

Only managers that filed a holdings report for both quarters are compared (378 here). 12 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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