MHONYSEOperative BuildersFiscal year ends December 31
M/I HOMES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$122.02−2.46 (-1.98%)
Close on Oct 19, 2026
- Market cap
- $3.20B
- P/E (TTM)
- 10.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.8%
25M of 25M shares
Institutional holders
351
59 new, 34 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 38 sales
Net sold $22.79M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 4,273,466 | 15.80% | 13G (passive) amendment | Mar 31, 2025 |
| Donald Smith & Co., Inc. | 1,463,340 | 5.60% | 13G (passive) | Dec 31, 2025 |
| DSCO Value Fund, L.P. | 1,391,480 | 5.40% | 13G (passive) | Jun 30, 2026 |
| State Street Corporation | 1,326,840 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 1,313,896 | 5.09% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MHO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4,787,460 | 18.94% | $769.78M | +27,229 | 0.01% |
| Donald Smith & Co., Inc. | 1,391,480 | 5.50% | $223.74M | −98,558 | 3.94% |
| State Street Corp | 1,326,840 | 5.25% | $213.34M | +67,052 | 0.01% |
| FMR LLC | 1,230,136 | 4.87% | $197.79M | +10,087 | 0.01% |
| Vanguard Capital Management LLC | 1,105,880 | 4.37% | $177.81M | −9,227 | 0.00% |
| Vanguard Portfolio Management LLC | 1,096,189 | 4.34% | $176.26M | −18,061 | 0.01% |
| Dimensional Fund Advisors LP | 1,061,933 | 4.20% | $170.75M | −6,708 | 0.03% |
| Geode Capital Management, LLC | 682,159 | 2.70% | $109.70M | +22,621 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 659,995 | 2.61% | $106.12K | +179,447 | 0.07% |
| Goldman Sachs Group Inc | 596,306 | 2.36% | $95.88M | +160,139 | 0.01% |
| American Century Companies Inc | 571,029 | 2.26% | $91.82M | −132,037 | 0.04% |
| Franklin Resources Inc | 558,268 | 2.21% | $89.76M | +93,223 | 0.02% |
| Millennium Management LLC | 466,674 | 1.85% | $75.04M | −74,094 | 0.03% |
| Invesco Ltd. | 431,282 | 1.71% | $69.35M | −3,753 | 0.01% |
| Junto Capital Management LP | 338,298 | 1.34% | $54.39M | +10,047 | 0.95% |
| Northern Trust Corp | 320,582 | 1.27% | $51.55M | +12,180 | 0.01% |
| Royce & Associates LP | 316,385 | 1.25% | $50.87M | −52,871 | 0.41% |
| Charles Schwab Investment Management Inc | 309,075 | 1.22% | $49.70M | −10,755 | 0.01% |
| Nomura Asset Management International Inc. | 296,161 | 1.17% | $47.62M | −8,140 | 0.07% |
| Massachusetts Financial Services Co /Ma/ | 284,506 | 1.13% | $45.75M | +41,553 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 351 | 25M | 97.8% | 59 / 130 | 122 / 34 | 2M | 1M |
| Q1 2026 | 332 | 24M | 96.3% | 38 / 128 | 116 / 38 | 4M | 2M |
| Q4 2025 | 338 | 25M | 97.4% | 50 / 120 | 124 / 45 | 2M | 3M |
| Q3 2025 | 339 | 25M | 99.0% | 61 / 100 | 143 / 41 | 3M | 4M |
| Q2 2025 | 323 | 25M | 100.0% | 42 / 123 | 124 / 39 | 3M | 2M |
| Q1 2025 | 322 | 25M | 98.1% | 52 / 113 | 118 / 66 | 3M | 3M |
| Q4 2024 | 340 | 25M | 99.4% | 52 / 126 | 118 / 59 | 2M | 3M |
| Q3 2024 | 349 | 26M | 100.0% | 90 / 116 | 105 / 30 | 7M | 2M |
| Q2 2024 | 290 | 26M | 100.0% | 41 / 114 | 98 / 50 | 1M | 3M |
| Q1 2024 | 302 | 27M | 100.0% | 58 / 102 | 105 / 37 | 2M | 2M |
| Q4 2023 | 283 | 27M | 100.0% | 62 / 83 | 108 / 35 | 3M | 2M |
| Q3 2023 | 261 | 26M | 100.0% | 40 / 89 | 100 / 34 | 3M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MHO | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,541,737 | 6.10% | $247.90M | 0.22% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 769,645 | 3.04% | $123.75M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 669,044 | 2.65% | $107.58M | 0.13% | Jun 30, 2026 |
| Fidelity Low-Priced Stock Fund | 443,589 | 1.75% | $64.82M | 0.26% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 398,926 | 1.58% | $52.51M | 0.19% | May 31, 2026 |
| Vanguard Selected Value Fund | 388,800 | 1.54% | $56.82M | 0.82% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 362,972 | 1.44% | $53.04M | 0.27% | Jul 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 361,290 | 1.43% | $58.09M | 0.55% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 293,292 | 1.16% | $47.16M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 280,666 | 1.11% | $41.01M | 0.12% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 278,543 | 1.10% | $44.79M | 0.02% | Jun 30, 2026 |
| iShares U.S. Home Construction ETF | 247,137 | 0.98% | $39.74M | 1.53% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 242,572 | 0.96% | $39.00M | 0.27% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 234,053 | 0.93% | $37.63M | 0.22% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 220,303 | 0.87% | $35.42M | 0.44% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Phillip G. Creek | Ex. Vice President and CFO, Director | 38,050 | 0.15% | Aug 6, 2026 |
| Robert H. Schottenstein | Chairman, CEO & President, Director | 787,913 | 3.12% | Feb 19, 2026 |
| Susan E. Krohne | Chief Legal Officer, Secretary | 6,805 | 0.03% | Feb 20, 2026 |
| Ann Marie Hunker | Principal Accounting Officer | 3,335 | 0.01% | Feb 19, 2026 |
| Bruce A. Soll | Director | 824 | 0.00% | Aug 13, 2026 |
| Nancy J. Kramer | Director | 0 | – | May 22, 2026 |
| Yvette McGee Brown | Director | – | – | May 14, 2026 |
| Michael P. Glimcher | Director | 0 | – | May 14, 2026 |
| Eugene Dubois Smith | Director | – | – | May 14, 2026 |
| Elizabeth K. Ingram | Director | – | – | May 14, 2026 |
| Kumi D. Walker | Director | 455 | 0.00% | May 14, 2026 |
| Norman L. Traeger | Director | 13,631 | 0.05% | Dec 12, 2025 |
| Friedrich Km Bohm | Director | 34,694 | 0.14% | Jan 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 5, 2026 | Sale | −2,868 | $150.53 | $431.72K | 38,050 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 5, 2026 | Sale | −544 | $152.09 | $82.74K | 30,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 5, 2026 | Sale | −6,588 | $151.54 | $998.35K | 31,462 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 5, 2026 | Option exercise | +10,000 | $51.82 | $518.20K | 40,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 4, 2026 | Option exercise | +12,000 | $51.82 | $621.84K | 42,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 4, 2026 | Sale | −10,000 | $150.13 | $1.50M | 30,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 4, 2026 | Sale | −10,000 | $149.00 | $1.49M | 40,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 4, 2026 | Option exercise | +8,000 | $47.59 | $380.72K | 50,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 3, 2026 | Option exercise | +10,000 | $47.59 | $475.90K | 40,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Aug 3, 2026 | Sale | −10,000 | $148.00 | $1.48M | 30,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Jul 31, 2026 | Option exercise | +10,000 | $47.59 | $475.90K | 40,918 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Jul 31, 2026 | Sale | −10,000 | $150.00 | $1.50M | 30,918 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −100 | $125.82 | $12.58K | 0 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −3 | $125.72 | $377 | 925 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −4 | $125.74 | $503 | 921 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −4 | $125.75 | $503 | 917 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −477 | $125.78 | $60.00K | 440 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −794 | $125.28 | $99.47K | 1,028 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −100 | $125.67 | $12.57K | 928 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −100 | $125.80 | $12.58K | 100 |
| Nancy J. Kramer Director | May 21, 2026 | Sale | −240 | $125.79 | $30.19K | 200 |
| Nancy J. Kramer Director | May 13, 2026 | Option exercise | +1,822 | – | – | 1,822 |
| Kumi D. Walker Director | May 13, 2026 | Option exercise | +455 | – | – | 455 |
| Bruce A. Soll Director | Feb 24, 2026 | Option exercise | +824 | – | – | 824 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 20, 2026 | Sale | −2,205 | $142.18 | $313.51K | 30,918 |
| Susan E. Krohne Chief Legal Officer, Secretary | Feb 19, 2026 | Sale | −661 | $143.59 | $94.91K | 6,805 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 18, 2026 | Sale | −1,805 | $145.50 | $262.63K | 33,123 |
| Ann Marie Hunker Principal Accounting Officer | Feb 18, 2026 | Sale | −121 | $145.50 | $17.61K | 3,335 |
| Susan E. Krohne Chief Legal Officer, Secretary | Feb 18, 2026 | Sale | −542 | $145.50 | $78.86K | 7,466 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 18, 2026 | Option exercise | +24,000 | $47.59 | $1.14M | 372,513 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 18, 2026 | Sale | −304 | $147.10 | $44.72K | 344,905 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 18, 2026 | Sale | −16,354 | $143.55 | $2.35M | 356,159 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 18, 2026 | Sale | −10,409 | $145.30 | $1.51M | 345,750 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 18, 2026 | Sale | −541 | $146.68 | $79.35K | 345,209 |
| Susan E. Krohne Chief Legal Officer, Secretary | Feb 13, 2026 | Sale | −763 | $148.13 | $113.02K | 8,008 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 13, 2026 | Sale | −55 | $150.30 | $8.27K | 34,928 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 13, 2026 | Sale | −6,728 | $149.30 | $1.00M | 34,983 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 13, 2026 | Sale | −3,604 | $148.75 | $536.10K | 41,711 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 13, 2026 | Sale | −500 | $147.19 | $73.60K | 45,315 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 12, 2026 | Sale | −14,974 | $146.80 | $2.20M | 348,513 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 12, 2026 | Sale | −8,616 | $146.80 | $1.26M | 45,815 |
| Ann Marie Hunker Principal Accounting Officer | Feb 12, 2026 | Sale | −132 | $146.80 | $19.38K | 3,456 |
| Susan E. Krohne Chief Legal Officer, Secretary | Feb 12, 2026 | Sale | −491 | $146.80 | $72.08K | 8,771 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 11, 2026 | Award | +25,540 | $145.39 | $3.71M | 339,414 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 11, 2026 | Award | +24,073 | – | – | 363,487 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 11, 2026 | Award | +12,036 | – | – | 54,431 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 11, 2026 | Award | +15,324 | $145.39 | $2.23M | 42,395 |
| Ann Marie Hunker Principal Accounting Officer | Feb 11, 2026 | Award | +1,031 | – | – | 3,588 |
| Susan E. Krohne Chief Legal Officer, Secretary | Feb 11, 2026 | Award | +3,095 | – | – | 9,262 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 10, 2026 | Option exercise | +20,000 | $42.23 | $844.60K | 333,874 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Feb 10, 2026 | Sale | −20,000 | $144.47 | $2.89M | 313,874 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 2, 2026 | Option exercise | +10,904 | $42.23 | $460.48K | 37,975 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Feb 2, 2026 | Sale | −10,904 | $134.00 | $1.46M | 27,071 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Jan 30, 2026 | Sale | −96 | $135.69 | $13.03K | 27,071 |
| Phillip G. Creek Ex. Vice President and CFO, Director | Jan 30, 2026 | Option exercise | +96 | $42.23 | $4.05K | 27,167 |
| Susan E. Krohne Chief Legal Officer, Secretary | Jan 30, 2026 | Option exercise | +5,000 | $63.40 | $317.00K | 11,167 |
| Susan E. Krohne Chief Legal Officer, Secretary | Jan 30, 2026 | Sale | −5,000 | $134.28 | $671.40K | 6,167 |
| Norman L. Traeger Director | Dec 11, 2025 | Gift | −1,000 | – | – | 13,531 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Aug 21, 2025 | Option exercise | +9,852 | $51.82 | $510.53K | 360,226 |
| Robert H. Schottenstein Chairman, CEO & President, Director | Aug 21, 2025 | Option exercise | +11,670 | $47.59 | $555.38K | 371,896 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Phillip G. Creek Officer, Director | Aug 5, 2026 | 10,000 | $1.51M | Aug 5, 2026 | Stock Option Exercise |
| Phillip G. Creek Officer, Director | Aug 4, 2026 | 20,000 | $2.99M | Aug 4, 2026 | Stock Option Exercise |
| Phillip G. Creek Officer, Director | Aug 3, 2026 | 10,000 | $1.48M | Aug 3, 2026 | Stock Option Exercise |
| Phillip G. Creek Officer, Director | Jul 31, 2026 | 10,000 | $1.50M | Jul 31, 2026 | Stock Option Exercise |
| Norman L. Traeger Former Director | Jul 9, 2026 | 24,000 | $3.52M | Jul 9, 2026 | Restricted Stock Vesting |
| Nancy J. Kramer Director | May 21, 2026 | 1,822 | $228.77K | May 21, 2026 | Restricted Stock Vesting |
| Phillip G. Creek Officer, Director | Feb 20, 2026 | 2,205 | $313.51K | Feb 20, 2026 | Restricted Stock Vesting |
| Susan E. Krohne Officer | Feb 19, 2026 | 661 | $94.91K | Feb 19, 2026 | Restricted Stock Vesting |
| Phillip G. Creek Officer, Director | Feb 18, 2026 | 1,805 | $262.62K | Feb 18, 2026 | Restricted Stock Vesting |
| Ann Marie Hunker Officer | Feb 18, 2026 | 121 | $17.61K | Feb 18, 2026 | Restricted Stock Vesting |
| Susan E. Krohne Officer | Feb 18, 2026 | 542 | $78.86K | Feb 18, 2026 | Restricted Stock Vesting |
| Robert H. Schottenstein Officer, Director | Feb 18, 2026 | 3,608 | $524.95K | Feb 18, 2026 | Restricted Stock Vesting |
| Robert H. Schottenstein Officer, Director | Feb 18, 2026 | 24,000 | $3.46M | Feb 18, 2026 | Option Granted - 02/17/2022 |
| Phillip G. Creek Officer, Director | Feb 13, 2026 | 10,887 | $1.62M | Feb 13, 2026 | Restricted Stock Vesting |
| Susan E. Krohne Director | Feb 13, 2026 | 763 | $113.02K | Feb 13, 2026 | Restricted Stock Vesting |