Meritage Homes Ownership | Who Owns Meritage Homes?

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Meritage Homes Ownership Summary

Meritage Homes is owned by 97.00% institutional investors, 2.08% insiders, and 0.91% retail investors. Blackrock is the largest institutional shareholder, holding 16.52% of MTH shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in Meritage Homes shares.

MTH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Meritage Homes	97.00%	2.08%	0.91%
Sector	Consumer Cyclical Stocks	56.74%	12.13%	31.13%
Industry	Residential Construction Stocks	80.56%	8.95%	10.49%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	6.00M	16.52%	$970.96M
Vanguard group	3.92M	10.80%	$634.54M
State street	1.70M	4.68%	$275.01M
Dimensional fund advisors lp	1.61M	4.45%	$261.24M
T. rowe price investment management	1.32M	3.64%	$214.03M
Geode capital management	855.95K	2.36%	$138.56M
Fuller & thaler asset management	815.90K	2.25%	$132.05M
Greenhaven associates	772.15K	2.13%	$124.97M
Fisher asset management	731.67K	2.02%	$118.42M
Macquarie group	723.00K	1.99%	$117.02M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fulcrum asset management llp	8.36K	3.59%	$1.15M
Castellan group	30.46K	2.35%	$4.93M
First sabrepoint capital management lp	38.50K	1.88%	$6.23M
Greenhaven associates	772.15K	1.64%	$124.97M
Security national bank	59.25K	1.39%	$9.59M
Centric wealth management	22.14K	1.28%	$4.43M
Woodson capital management, lp	42.50K	1.19%	$6.88M
Neumeier poma investment counsel	67.82K	1.00%	$10.98M
Moody aldrich partners	28.53K	0.90%	$4.62M
Emg	10.96K	0.87%	$1.77M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	653.74K	0.02%	653.74K
State street	1.70M	0.01%	308.76K
Goldman sachs group	660.00K	0.02%	161.09K
Mizuho markets americas	141.41K	0.55%	141.41K
Wells fargo & company/mn	238.63K	0.01%	132.85K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	509.19K	0.01%	-251.03K
Arrowstreet capital, limited partnership	72.24K	0.01%	-230.21K
Blackrock	6.00M	0.02%	-196.41K
Invesco	262.69K	0.01%	-186.95K
Long pond capital, lp	-	-	-184.10K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	653.74K	0.02%	653.74K	$105.81M
Mizuho markets americas	141.41K	0.55%	141.41K	$22.89M
Cubist systematic strategies	53.17K	0.06%	53.17K	$8.61M
Segall bryant & hamill	33.77K	0.10%	33.77K	$5.47M
Castellan group	30.46K	2.35%	30.46K	$4.93M

Sold Out

Holder	Change
Avion wealth	-3.00
Ifp advisors	-4.00
National bank of canada /fi/	-5.00
Hexagon capital partners	-6.00
Geneos wealth management	-9.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	432	7.73%	35,140,843	-0.31%	97	1.03%	214	-0.93%	150	19.05%
Jun 30, 2024	394	7.07%	35,208,627	0.94%	96	1.05%	212	28.48%	126	-15.44%
Mar 31, 2024	368	-2.13%	34,881,862	-1.91%	96	1.01%	165	-14.95%	149	6.43%
Dec 31, 2023	376	4.74%	35,560,657	-2.77%	97	0.98%	194	12.79%	140	7.69%
Sep 30, 2023	359	2.57%	36,573,501	-1.60%	99	0.98%	172	1.78%	130	-2.99%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	2.31M	6.40%	1.98K
Vanguard Total Stock Mkt Idx Inv	1.14M	3.15%	-4.17K
iShares Russell 2000 ETF	925.07K	2.56%	-2.09K
Vanguard Small Cap Index	911.16K	2.52%	1.80K
FullerThaler Behavioral Sm-Cp Eq R6	773.46K	2.13%	99.60K
FullerThaler Behavioral Small-Cap Equity	773.46K	2.13%	-
Vanguard Small Cap Value Index Inv	615.55K	1.70%	-212.00
DFA US Small Cap Value I	556.39K	1.54%	-
Vanguard Institutional Extnd Mkt Idx Tr	544.66K	1.51%	-8.95K
T. Rowe Price Small-Cap Value	496.47K	1.37%	-68.61K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 23, 2024	Michael R. Odell	-	Sell	$1.00M
Jul 31, 2024	Sferruzza Hilla	Chief Financial Officer	Sell	$512.50K
Jul 30, 2024	CALDERA LOUIS E	-	Sell	$200.50K
Jul 26, 2024	Feliciano Javier	EVP Chief People Officer	Sell	$595.08K
Jul 26, 2024	Lord Phillippe	Chief Executive Officer	Sell	$1.81M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	8
2024 Q1	-	24
2023 Q4	-	1
2023 Q3	-	5

MTH Ownership FAQ

Who Owns Meritage Homes?

Meritage Homes shareholders are primarily institutional investors at 97.00%, followed by 2.08% insiders and 0.92% retail investors. The average institutional ownership in Meritage Homes's industry, Residential Construction Stocks , is 80.56%, which Meritage Homes exceeds.

Who owns the most shares of Meritage Homes?

Meritage Homes’s largest shareholders are Blackrock (6M shares, 16.52%), Vanguard group (3.92M shares, 10.80%), and State street (1.7M shares, 4.68%). Together, they hold 32.00% of Meritage Homes’s total shares outstanding.

Does Blackrock own Meritage Homes?

Yes, BlackRock owns 16.52% of Meritage Homes, totaling 6M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 970.96M$. In the last quarter, BlackRock decreased its holdings by -196K shares, a -3.17% change.

Who is Meritage Homes’s biggest shareholder by percentage of total assets invested?

Fulcrum asset management llp is Meritage Homes’s biggest shareholder by percentage of total assets invested, with 3.59% of its assets in 8.36K Meritage Homes shares, valued at 1.15M$.

Who is the top mutual fund holder of Meritage Homes shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Meritage Homes shares, with 6.40% of its total shares outstanding invested in 2.31M Meritage Homes shares.

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