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Meritage Homes

399 hedge funds and large institutions have $5.66B invested in Meritage Homes in 2026 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 150 increasing their positions, 145 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $4.07B → $5.66B (+$1.59B)

2.66% more ownership

Funds ownership: 98.63%101.29% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 145

5% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $12M

8% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 61

3% less funds holding

Funds holding: 411399 (-12)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
399
Holders Change
-12
Holders Change %
-2.92%
% of All Funds
4.82%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
56
Increased
150
Reduced
145
Closed
61
Calls
$11.4M
Puts
$12M
Net Calls
-$579K
Net Calls Change
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.03B +$34.4M +503,452 +4%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$339M +$5.37M +78,631 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$328M +$22.4M +328,569 +9%
State Street
4
State Street
Massachusetts
$301M +$9.58M +140,265 +4%
Vanguard Capital Management
5
Vanguard Capital Management
Pennsylvania
$243M +$904K +13,234 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$241M -$312K -4,562 -0.2%
Capital World Investors
7
Capital World Investors
California
$171M +$3.71M +54,251 +3%
Two Sigma Investments
8
Two Sigma Investments
New York
$154M +$29.9M +438,051 +31%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$144M +$3.86M +56,536 +3%
Goldman Sachs
10
Goldman Sachs
New York
$121M +$3.09M +45,274 +3%
BAMCO Inc
11
BAMCO Inc
New York
$112M +$91.6M +1,341,653 New
GA
12
Greenhaven Associates
New York
$109M -$10.7M -157,355 -11%
EARNEST Partners
13
EARNEST Partners
Georgia
$109M -$3.46M -50,712 -4%
UBS Group
14
UBS Group
Switzerland
$96.8M +$31.7M +463,423 +67%
Millennium Management
15
Millennium Management
New York
$94M +$18.4M +270,044 +32%
Charles Schwab
16
Charles Schwab
California
$86.9M +$3.74M +54,698 +6%
Norges Bank
17
Norges Bank
Norway
$78.1M +$63.6M +931,561 New
T. Rowe Price Investment Management
18
T. Rowe Price Investment Management
Maryland
$75.5M +$48.9M +715,501 +387%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$68.9M -$132K -1,935 -0.2%
Morgan Stanley
20
Morgan Stanley
New York
$67.5M -$10.1M -148,183 -16%
Northern Trust
21
Northern Trust
Illinois
$66.5M +$4.68M +68,520 +9%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$64.8M +$6.46M +94,656 +14%
Ameriprise
23
Ameriprise
Minnesota
$55.8M +$4.17M +61,014 +10%
NAMI
24
Nomura Asset Management International
Pennsylvania
$53.6M -$2.48M -36,321 -5%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$51.5M -$223K -3,270 -0.5%

MTH Hedge Fund Activity: Q2 2026 in Review

399 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Meritage Homes (MTH) for Q2 2026, worth a combined $5.66B — up 39% from $4.07B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MTH and 56 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 150 added.

The largest buyer was BAMCO Inc, opening a new position worth an estimated $91.6M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $42.4M.

  • 399 institutional investors held Meritage Homes (MTH) as of Q2 2026, down from 411 in Q1 2026.
  • Funds reported $5.66B of Meritage Homes stock for Q2 2026, up 39% quarter-over-quarter.
  • 56 funds opened new Meritage Homes positions in Q2 2026 and 61 closed out, a net change of -5 holders.
  • The largest Meritage Homes buyer in Q2 2026 was BAMCO Inc, an estimated $91.6M added.
  • The largest Meritage Homes seller in Q2 2026 was Qube Research & Technologies (QRT), an estimated $42.4M sold.

Based on aggregated 13F filings for Q2 2026.