Meritage Homes CORP
MTH- 交易所
- NYSE
- 產業
- Operative Builders
- SEC CIK
- 0000833079
近 90 天,Meritage Homes CORP 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 402 家機構在 13F 申報持有,市值合計 $56.7 億;大師中只有Greenhaven持有。
2025 年第 2 季 13F 持有人
Meritage Homes CORP 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 395
- 較 2025 年第 1 季 +7 家
- 持有股數
- 7,187 萬
- 較 2025 年第 1 季 +143.8 萬 (+2.0%)
- 總市值
- $48.1 億
- 較 2025 年第 1 季 −$1.78 億 (−3.6%)
- 新進機構
- 62
- 另有 166 家加碼
- 清倉機構
- 55
- 另有 131 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 MTH 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 402 | $56.7 億 |
| 2026 年第 1 季 | 411 | $40.7 億 |
| 2025 年第 4 季 | 402 | $45.7 億 |
| 2025 年第 3 季 | 409 | $50.6 億 |
| 2025 年第 2 季 | 395 | $48.1 億 |
| 2025 年第 1 季 | 392 | $49.9 億 |
| 2024 年第 4 季 | 399 | $54.2 億 |
| 2024 年第 3 季 | 422 | $73.3 億 |
| 2024 年第 2 季 | 395 | $57.1 億 |
| 2024 年第 1 季 | 365 | $62.1 億 |
| 2023 年第 4 季 | 370 | $62.3 億 |
| 2023 年第 3 季 | 349 | $44.0 億 |
| 2023 年第 2 季 | 336 | $52.9 億 |
| 2023 年第 1 季 | 315 | $42.3 億 |
| 2022 年第 4 季 | 288 | $32.8 億 |
| 2022 年第 3 季 | 271 | $25.3 億 |
| 2022 年第 2 季 | 280 | $25.8 億 |
| 2022 年第 1 季 | 280 | $27.2 億 |
| 2021 年第 4 季 | 315 | $43.6 億 |
| 2021 年第 3 季 | 290 | $35.1 億 |
| 2021 年第 2 季 | 289 | $34.5 億 |
| 2021 年第 1 季 | 282 | $33.8 億 |
2025 年第 2 季持有機構
每家機構持有 Meritage Homes CORP 的股數、市值與佔組合比重;股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nekton Capital Ltd. | 12,146 | $81.3 萬 | 1.65% | +12,146 | 新進 |
| Aigen Investment Management, LP | 12,473 | $83.5 萬 | 0.11% | +12,473 | 新進 |
| Magnetar Financial LLC | 12,924 | $86.6 萬 | 0.00% | +12,924 | 新進 |
| Mariner, LLC | 13,066 | $87.5 萬 | 0.00% | +3,830+41.5% | 加碼 |
| Hudson Bay Capital Management LP | 13,077 | $87.6 萬 | 0.01% | −40,291−75.5% | 減碼 |
| PDT Partners, LLC | 13,171 | $88.2 萬 | 0.05% | +13,171 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 13,702 | $91.8 萬 | 0.00% | +10,646+348.4% | 加碼 |
| English Capital Management LLC | 13,857 | $92.8 萬 | 0.61% | +13,857 | 新進 |
| US Bancorp | 14,228 | $95.3 萬 | 0.00% | +361+2.6% | 加碼 |
| Amundi | 13,442 | $97.4 萬 | 0.00% | −18,036−57.3% | 減碼 |
| Vestcor Inc | 14,551 | $97.4 萬 | 0.03% | −6,810−31.9% | 減碼 |
| Groupama Asset Managment | – | $97.6 萬 | 0.02% | – | – |
| KLP Kapitalforvaltning AS | 14,800 | $99.1 萬 | 0.00% | +700+5.0% | 加碼 |
| GTS Securities LLC | 15,384 | $103.0 萬 | 0.05% | +15,384 | 新進 |
| JustInvest LLC | 15,424 | $103.3 萬 | 0.01% | +1,898+14.0% | 加碼 |
| ProShare Advisors LLC | 15,885 | $106.4 萬 | 0.00% | −1,045−6.2% | 減碼 |
| HBK Investments L P | 16,189 | $108.4 萬 | 0.02% | −1,077−6.2% | 減碼 |
| Police & Firemen's Retirement System of New Jersey | 16,220 | $108.6 萬 | 0.01% | +878+5.7% | 加碼 |
| Oregon Public Employees Retirement Fund | 16,488 | $110.4 萬 | 0.02% | −100−0.6% | 減碼 |
| Zurich Insurance Group Ltd | 16,500 | $110.5 萬 | 0.01% | 00.0% | 不變 |
| Centric Wealth Management | 15,318 | $110.5 萬 | 0.26% | −2,466−13.9% | 減碼 |
| Cetera Investment Advisers | 16,649 | $111.5 萬 | 0.00% | +6,591+65.5% | 加碼 |
| Federated Hermes, Inc. | 16,885 | $113.1 萬 | 0.00% | −478−2.8% | 減碼 |
| Bridgewater Associates, LP | 17,306 | $115.9 萬 | 0.00% | +12,639+270.8% | 加碼 |
| State of Tennessee, Treasury Department | 17,410 | $116.6 萬 | 0.00% | −5,294−23.3% | 減碼 |
| RBF Capital, LLC | 18,000 | $120.5 萬 | 0.06% | 00.0% | 不變 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 18,442 | $123.5 萬 | 0.01% | +1,126+6.5% | 加碼 |
| Handelsbanken Fonder AB | 18,946 | $126.9 萬 | 0.00% | −100−0.5% | 減碼 |
| Ensign Peak Advisors, Inc | 19,624 | $131.4 萬 | 0.00% | −3,850−16.4% | 減碼 |
| Avantax Advisory Services, Inc. | 19,641 | $131.5 萬 | 0.01% | +2,471+14.4% | 加碼 |
| South Dakota Investment Council | 20,128 | $134.8 萬 | 0.03% | 00.0% | 不變 |
| Amalgamated Bank | 20,472 | $137.1 萬 | 0.01% | −151−0.7% | 減碼 |
| Arizona State Retirement System | 20,963 | $140.4 萬 | 0.01% | +207+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 21,045 | $140.9 萬 | 0.03% | −100−0.5% | 減碼 |
| Voya Investment Management LLC | 21,921 | $146.8 萬 | 0.00% | +139+0.6% | 加碼 |
| LGT Group Foundation | 22,311 | $149.4 萬 | 0.02% | −14,518−39.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 22,552 | $151.0 萬 | 0.01% | −1,714−7.1% | 減碼 |
| Oppenheimer Asset Management Inc. | 22,746 | $152.3 萬 | 0.02% | +2,270+11.1% | 加碼 |
| Danske Bank A/S | 23,214 | $155.5 萬 | 0.00% | +16,256+233.6% | 加碼 |
| Riverview Capital Advisers, LLC | 23,225 | $155.5 萬 | 0.45% | +23,225 | 新進 |
| Empowered Funds, LLC | 24,455 | $163.8 萬 | 0.02% | −8,516−25.8% | 減碼 |
| Campbell & CO Investment Adviser LLC | 24,827 | $166.3 萬 | 0.10% | +24,827 | 新進 |
| Centiva Capital, LP | 24,932 | $167.0 萬 | 0.11% | +24,932 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,115 | $168.2 萬 | 0.00% | −1,557−5.8% | 減碼 |
| New York State Common Retirement Fund | 25,434 | $170.3 萬 | 0.00% | +2,600+11.4% | 加碼 |
| Congress Asset Management Co | 26,075 | $174.6 萬 | 0.01% | −104−0.4% | 減碼 |
| GEM Realty Capital | 26,236 | $175.7 萬 | 0.17% | 00.0% | 不變 |
| LPL Financial LLC | 26,345 | $176.4 萬 | 0.00% | +4,052+18.2% | 加碼 |
| Natixis Advisors, L.P. | 26,467 | $177.2 萬 | 0.00% | +1,662+6.7% | 加碼 |
| Toroso Investments, LLC | 26,613 | $178.2 萬 | 0.01% | +1,417+5.6% | 加碼 |
| ISAM Funds (UK) Ltd | 27,230 | $182.4 萬 | 0.40% | +27,230 | 新進 |
| Yousif Capital Management, LLC | 28,846 | $193.2 萬 | 0.02% | +348+1.2% | 加碼 |
| SEI Investments Co | 28,868 | $193.3 萬 | 0.00% | −89,689−75.7% | 減碼 |
| State of New Jersey Common Pension Fund D | 29,269 | $196.0 萬 | 0.01% | +2,501+9.3% | 加碼 |
| Nisa Investment Advisors, LLC | 29,892 | $200.2 萬 | 0.01% | −433−1.4% | 減碼 |
| HRT Financial LP | 30,126 | $201.7 萬 | 0.01% | −24,920−45.3% | 減碼 |
| Creative Planning | 30,300 | $202.9 萬 | 0.00% | −2,561−7.8% | 減碼 |
| Bank of Montreal | 30,565 | $204.7 萬 | 0.00% | −9,927−24.5% | 減碼 |
| Squarepoint Ops LLC | 31,114 | $208.4 萬 | 0.00% | −25,192−44.7% | 減碼 |
| Moody Aldrich Partners LLC | 31,327 | $209.8 萬 | 0.41% | −471−1.5% | 減碼 |
| XTX Topco Ltd | 31,583 | $211.5 萬 | 0.09% | +16,676+111.9% | 加碼 |
| Jump Financial, LLC | 32,772 | $219.5 萬 | 0.03% | +23,095+238.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 31,742 | $224.2 萬 | 0.00% | +2,135+7.2% | 加碼 |
| Louisiana State Employees Retirement System | 33,600 | $225.0 萬 | 0.04% | −500−1.5% | 減碼 |
| Public Employees Retirement System of Ohio | 34,352 | $230.1 萬 | 0.01% | −1,675−4.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 34,814 | $233.1 萬 | 0.01% | +2,590+8.0% | 加碼 |
| Comerica Bank | 35,207 | $235.8 萬 | 0.01% | +1,123+3.3% | 加碼 |
| CBOE Vest Financial, LLC | 36,310 | $243.2 萬 | 0.03% | −1,310−3.5% | 減碼 |
| Royal Bank of Canada | 36,886 | $247.1 萬 | 0.00% | −1,772−4.6% | 減碼 |
| Illinois Municipal Retirement Fund | 37,749 | $252.8 萬 | 0.03% | +1,264+3.5% | 加碼 |
| Wedge Capital Management L L P | 38,289 | $256.4 萬 | 0.05% | +62+0.2% | 加碼 |
| Caxton Associates LLP | 38,768 | $259.6 萬 | 0.07% | +6,092+18.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 40,133 | $268.8 萬 | 0.01% | −4,934−10.9% | 減碼 |
| Assenagon Asset Management S.A. | 40,298 | $269.9 萬 | 0.00% | +7,011+21.1% | 加碼 |
| Kennedy Capital Management, Inc. | 40,471 | $271.0 萬 | 0.06% | +40,471 | 新進 |
| State of Wisconsin Investment Board | 40,752 | $272.9 萬 | 0.01% | −57,475−58.5% | 減碼 |
| 1492 Capital Management LLC | 44,687 | $299.3 萬 | 1.38% | +31,202+231.4% | 加碼 |
| Shellback Capital, LP | 48,304 | $323.5 萬 | 0.22% | +2,820+6.2% | 加碼 |
| Fifth Third Bancorp | 49,543 | $331.8 萬 | 0.01% | −152−0.3% | 減碼 |
| Segall Bryant & Hamill, LLC | 52,053 | $348.6 萬 | 0.05% | −4,107−7.3% | 減碼 |
| Integrated Wealth Concepts LLC | 54,035 | $361.9 萬 | 0.04% | +9,309+20.8% | 加碼 |
| Van Eck Associates Corp | 54,162 | $362.7 萬 | 0.00% | −13,217−19.6% | 減碼 |
| Brevan Howard Capital Management LP | 54,947 | $368.0 萬 | 0.04% | +47,581+646.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 55,450 | $371.3 萬 | 0.09% | +55,450 | 新進 |
| Intech Investment Management LLC | 57,688 | $386.3 萬 | 0.04% | −8,939−13.4% | 減碼 |
| Rafferty Asset Management, LLC | 58,293 | $390.4 萬 | 0.01% | +6,792+13.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 59,047 | $395.4 萬 | 0.01% | −6,848−10.4% | 減碼 |
| Price T Rowe Associates Inc | 59,275 | $397.0 萬 | 0.00% | +6,090+11.5% | 加碼 |
| Dark Forest Capital Management LP | 60,950 | $408.2 萬 | 0.16% | +9,117+17.6% | 加碼 |
| Swiss Life Asset Management Ltd | 61,231 | $410.1 萬 | 0.02% | +6,774+12.4% | 加碼 |
| State of Alaska, Department of Revenue | 62,748 | $420.1 萬 | 0.04% | +2,654+4.4% | 加碼 |
| AQR Capital Management LLC | 63,237 | $423.5 萬 | 0.00% | +50,300+388.8% | 加碼 |
| Allianz Asset Management GmbH | 64,953 | $435.0 萬 | 0.01% | −16,893−20.6% | 減碼 |
| Canada Pension Plan Investment Board | 65,600 | $439.3 萬 | 0.00% | +45,600+228.0% | 加碼 |
| Sterling Capital Management LLC | 66,461 | $445.1 萬 | 0.06% | +635+1.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 63,008 | $447.2 萬 | 0.01% | +5,086+8.8% | 加碼 |
| California State Teachers Retirement System | 69,189 | $463.4 萬 | 0.01% | −4,505−6.1% | 減碼 |
| Renaissance Technologies LLC | 70,000 | $468.8 萬 | 0.01% | −33,504−32.4% | 減碼 |
| Tudor Investment Corp Et Al | 73,156 | $489.9 萬 | 0.04% | +73,156 | 新進 |
| Graham Capital Management, L.P. | 73,675 | $493.4 萬 | 0.15% | +65,921+850.2% | 加碼 |