Meritage Homes CORP
MTH- Exchange
- NYSE
- Industry
- Operative Builders
- SEC CIK
- 0000833079
No open-market purchases or sales by Meritage Homes CORP insiders were filed in the last 90 days; 402 institutions reported holding it in 13F filings for Q2 2026, worth $5.67B in total; Greenhaven Associates is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Meritage Homes CORP as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 365
- −3 vs. Q4 2023
- Shares held
- 35.4M
- −312.8K (−0.9%) vs. Q4 2023
- Total value
- $6.21B
- −$11.9M (−0.2%) vs. Q4 2023
- New holders
- 51
- 120 more added
- Sold out
- 54
- 148 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MTH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 402 | $5.67B |
| Q1 2026 | 411 | $4.07B |
| Q4 2025 | 402 | $4.57B |
| Q3 2025 | 409 | $5.06B |
| Q2 2025 | 395 | $4.81B |
| Q1 2025 | 392 | $4.99B |
| Q4 2024 | 399 | $5.42B |
| Q3 2024 | 422 | $7.33B |
| Q2 2024 | 395 | $5.71B |
| Q1 2024 | 365 | $6.21B |
| Q4 2023 | 370 | $6.23B |
| Q3 2023 | 349 | $4.40B |
| Q2 2023 | 336 | $5.29B |
| Q1 2023 | 315 | $4.23B |
| Q4 2022 | 288 | $3.28B |
| Q3 2022 | 271 | $2.53B |
| Q2 2022 | 280 | $2.58B |
| Q1 2022 | 280 | $2.72B |
| Q4 2021 | 315 | $4.36B |
| Q3 2021 | 290 | $3.51B |
| Q2 2021 | 289 | $3.45B |
| Q1 2021 | 282 | $3.38B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Meritage Homes CORP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $702 | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $702 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $877 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 5 | $877 | 0.00% | +5 | New |
| National Bank of Canada | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.58K | 0.00% | +9 | New |
| Umb Bank N A | 14 | $2.46K | 0.00% | +14 | New |
| Sachetta, LLC | 18 | $3.14K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 18 | $3.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $3.51K | 0.00% | −36−64.3% | Reduced |
| Key Financial Inc | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $3.69K | 0.00% | −1−4.5% | Reduced |
| Carolinas Wealth Consulting LLC | 21 | $3.70K | 0.00% | −1−4.5% | Reduced |
| GWM Advisors LLC | 22 | $3.86K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 24 | $4.21K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $6.32K | 0.00% | +36 | New |
| ClariVest Asset Management LLC | 37 | $6.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $7.54K | 0.00% | +24+126.3% | Added |
| Cetera Trust Company, N.A | 46 | $8.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $8.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $8.77K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 54 | $9.51K | 0.00% | −5−8.5% | Reduced |
| Founders Capital Management | 56 | $9.83K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $10.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $10.4K | 0.01% | +59 | New |
| Central Trust Co | 70 | $12.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $17.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 112 | $19.7K | 0.00% | −19−14.5% | Reduced |
| CoreCap Advisors, LLC | 115 | $20.2K | 0.00% | +115 | New |
| Bessemer Group Inc | 118 | $21.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 125 | $21.9K | 0.00% | +125 | New |
| Steward Partners Investment Advisory, LLC | 132 | $23.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 165 | $29.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 177 | $31.1K | 0.00% | +25+16.4% | Added |
| Principal Securities, Inc. | 187 | $32.8K | 0.00% | −80−30.0% | Reduced |
| Salem Investment Counselors Inc | 190 | $33.3K | 0.00% | −100−34.5% | Reduced |
| Aquatic Capital Management LLC | 200 | $35.1K | 0.00% | +200 | New |
| Lindbrook Capital, LLC | 205 | $36.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 205 | $36.0K | 0.03% | +80+64.0% | Added |
| Parallel Advisors, LLC | 252 | $44.2K | 0.00% | +15+6.3% | Added |
| Farther Finance Advisors, LLC | 285 | $49.0K | 0.00% | −100−26.0% | Reduced |
| First Horizon Advisors, Inc. | 311 | $54.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 314 | $55.1K | 0.02% | +1+0.3% | Added |
| Signaturefd, LLC | 319 | $56.0K | 0.00% | +222+228.9% | Added |
| Parkside Financial Bank & Trust | 322 | $56.5K | 0.01% | +212+192.7% | Added |
| CWM, LLC | 333 | $58.0K | 0.00% | +2+0.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 335 | $59.0K | 0.00% | −2,166−86.6% | Reduced |
| Proequities, Inc. | 337 | $59.4K | 0.00% | +1+0.3% | Added |
| Nomura Asset Management Co Ltd | 400 | $70.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 426 | $70.6K | 0.01% | −24−5.3% | Reduced |
| Archer Investment Corp | 475 | $83.3K | 0.03% | +475 | New |
| Rocky Mountain Advisers, LLC | 500 | $87.7K | 0.03% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 502 | $88.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 529 | $92.8K | 0.00% | −49−8.5% | Reduced |
| GAMMA Investing LLC | 676 | $118.6K | 0.02% | +97+16.8% | Added |
| EntryPoint Capital, LLC | 694 | $121.8K | 0.11% | +416+149.6% | Added |
| Covestor Ltd | 702 | $123.0K | 0.08% | −952−57.6% | Reduced |
| Ronald Blue Trust, Inc. | 828 | $145.3K | 0.00% | +200+31.8% | Added |
| KBC Group NV | 831 | $146.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 904 | $158.6K | 0.01% | +281+45.1% | Added |
| Northwestern Mutual Wealth Management Co | 971 | $170.4K | 0.00% | +251+34.9% | Added |
| Ci Investments Inc. | 1,015 | $178.0K | 0.00% | −1,173−53.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,058 | $185.6K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,164 | $200.9K | 0.04% | +1,164 | New |
| Marex Group plc | 1,155 | $202.7K | 0.01% | +1,155 | New |
| Dakota Wealth Management | 1,217 | $213.5K | 0.01% | −441−26.6% | Reduced |
| Blair William & Co | 1,228 | $215.5K | 0.00% | +1,228 | New |
| State of Wyoming | 1,235 | $216.7K | 0.04% | −275−18.2% | Reduced |
| Palouse Capital Management, Inc. | 1,245 | $218.4K | 0.14% | −70−5.3% | Reduced |
| CAPROCK Group, Inc. | 1,250 | $219.7K | 0.01% | +26+2.1% | Added |
| Catalyst Funds Management Pty Ltd | 1,300 | $228.1K | 0.06% | +1,300 | New |
| University of Texas/Texas Am Investment Managment Co | 1,312 | $229.4K | 0.03% | +656+100.0% | Added |
| Tower Research Capital LLC (TRC) | 1,311 | $230.0K | 0.01% | −10,190−88.6% | Reduced |
| Park Avenue Securities LLC | 1,319 | $231.0K | 0.00% | −383−22.5% | Reduced |
| Danske Bank A/S | 1,338 | $234.8K | 0.00% | +1,338 | New |
| O'Neil Global Advisors, Inc. | 1,365 | $240.0K | 0.30% | +1,365 | New |
| Prime Capital Investment Advisors, LLC | 1,493 | $262.0K | 0.00% | +42+2.9% | Added |
| Moulton Wealth Management, Inc | 1,509 | $264.7K | 0.28% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,510 | $264.9K | 0.20% | +1,510 | New |
| Kennedy Capital Management, Inc. | 1,541 | $270.4K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 1,548 | $271.6K | 0.00% | −3,634−70.1% | Reduced |
| Davenport & Co LLC | 1,550 | $272.0K | 0.00% | +33+2.2% | Added |
| Carmel Capital Partners, LLC | 1,551 | $272.1K | 0.11% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 1,555 | $272.8K | 0.08% | +1,555 | New |
| Private Advisor Group, LLC | 1,565 | $274.6K | 0.00% | +1,565 | New |
| First Bank & Trust | 1,572 | $275.8K | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,399 | $280.1K | 0.00% | −8,000−76.9% | Reduced |
| Ethic Inc. | 1,639 | $287.6K | 0.01% | −277−14.5% | Reduced |
| Shelton Capital Management | 1,656 | $290.6K | 0.01% | −56−3.3% | Reduced |
| BOS Asset Management, LLC | 1,661 | $291.4K | 0.15% | +1,661 | New |
| Sequoia Financial Advisors, LLC | 1,689 | $296.4K | 0.00% | +70+4.3% | Added |
| O'Shaughnessy Asset Management, LLC | 1,707 | $299.5K | 0.00% | +534+45.5% | Added |
| Innealta Capital, LLC | 1,731 | $303.7K | 0.13% | +363+26.5% | Added |