LPL Financial
MHO icon

LPL Financial’s M/I Homes MHO Stock Holding History

LPL Financial’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Buy
5,467
+243
+5% +$32.5K ﹤0.01% 4525
2026
Q1 		$640K Buy
5,224
+735
+16% +$99K ﹤0.01% 4551
2025
Q4 		$574K Buy
4,489
+737
+20% +$97.4K ﹤0.01% 4593
2025
Q3 		$542K Sell
3,752
-515
-12% -$69.7K ﹤0.01% 4553
2025
Q2 		$478K Sell
4,267
-2,726
-39% -$296K ﹤0.01% 4423
2025
Q1 		$798K Sell
6,993
-6,230
-47% -$765K ﹤0.01% 3748
2024
Q4 		$1.76M Buy
13,223
+2,492
+23% +$392K ﹤0.01% 2979
2024
Q3 		$1.84M Sell
10,731
-1,093
-9% -$166K ﹤0.01% 2813
2024
Q2 		$1.44M Buy
11,824
+555
+5% +$67.8K ﹤0.01% 2909
2024
Q1 		$1.54M Buy
11,269
+244
+2% +$31K ﹤0.01% 2783
2023
Q4 		$1.52M Sell
11,025
-367
-3% -$36.7K ﹤0.01% 2668
2023
Q3 		$957K Buy
11,392
+3,889
+52% +$360K ﹤0.01% 2938
2023
Q2 		$654K Buy
7,503
+825
+12% +$58.4K ﹤0.01% 3217
2023
Q1 		$421K Buy
6,678
+229
+4% +$13.2K ﹤0.01% 3475
2022
Q4 		$298K Buy
+6,449
New +$277K ﹤0.01% 3652
2022
Q1 		– Sell
-10,633
Closed -$661K – 4321
2021
Q4 		$661K Sell
10,633
-1,337
-11% -$79.9K ﹤0.01% 3039
2021
Q3 		$692K Buy
11,970
+2,939
+33% +$180K ﹤0.01% 2915
2021
Q2 		$530K Buy
9,031
+481
+6% +$31.1K ﹤0.01% 3106
2021
Q1 		$505K Sell
8,550
-142
-2% -$7.37K ﹤0.01% 3012
2020
Q4 		$385K Sell
8,692
-1,092
-11% -$49.3K ﹤0.01% 2992
2020
Q3 		$451K Buy
9,784
+3,679
+60% +$153K ﹤0.01% 2558
2020
Q2 		$210K Buy
+6,105
New +$167K ﹤0.01% 3095
2020
Q1 		– Sell
-6,261
Closed -$246K – 3354
2019
Q4 		$246K Buy
+6,261
New +$262K ﹤0.01% 2936

Other funds holding MHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCAM
Capelight Capital Asset Management New York $208M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial's MHO Position: Q2 2026 in Review

LPL Financial increased its M/I Homes (MHO) stake by 4.7% in Q2 2026, buying an estimated $32.5K and bringing the position to 5,467 shares worth $879K. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

LPL Financial first reported a position in MHO in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.84M in Q3 2024. 123 funds tracked by Wall St. Rank hold MHO as of Q2 2026.

  • LPL Financial held 5,467 shares of M/I Homes worth $879K as of Q2 2026.
  • LPL Financial bought 243 M/I Homes shares in Q2 2026, an estimated $32.5K.
  • M/I Homes made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4525 holding.
  • LPL Financial first reported a position in M/I Homes in Q4 2019 and has held it in 23 quarters since.
  • LPL Financial's M/I Homes position peaked at $1.84M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held M/I Homes as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.