MTH

Meritage Homes Corp Cross-source read
IndustrialsCUSIP 59001A102

Among active 13F managers last quarter, 3 opened and 27 added, while 23 reduced; the largest holder to move was Greenhaven Associates Inc (−11%). Over the last 180 days, 1 insider sold and none bought, a net -$79K in open-market trades.

Tracked 13F holders
353
179 in Q2 2026 filings
13F value (tracked)
$3.9B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
30 adding · 23 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$79K
US House · STOCK Act, 180d
0 buying · 0 selling

The legs disagree, or only one of them leans.

Who owns MTH?

353 tracked 13F filers · ranked by shares held

353 tracked 13F filers disclose a position in MTH as of the latest SEC 13F filings, a combined $3.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.11.7M
$725.0M
−3.2%
Reduced · −390K sh
Q1 2026
2Vanguard Portfolio Management LLC4.0M
$245.3M
New filer
Inherited book · not a new buyer
Q1 2026
3State Street Corp3.6M
$301.4M
+4.1%
Added · +140K sh
Q2 2026
4FMR LLC3.6M
$221.9M
−4.3%
Reduced · −162K sh
Q1 2026
5Vanguard Capital Management LLC2.9M
$178.3M
New filer
Inherited book · not a new buyer
Q1 2026
6Dimensional Fund Advisors LP2.9M
$178.0M
−0.8%
Reduced · −24K sh
Q1 2026
7Geode Capital Management, LLC1.7M
$144.1M
+3.4%
Added · +57K sh
Q2 2026
8Two Sigma Investments, LP1.4M
$86.6M
+128%
Added · +786K sh
Q1 2026
9Goldman Sachs Group Inc1.4M
$86.4M
−13%
Reduced · −204K sh
Q1 2026
10Greenhaven Associates Inc1.3M
$108.8M
−11%
Reduced · −157K sh
Q2 2026
11Earnest Partners LLC1.3M
$108.7M
−3.8%
Reduced · −51K sh
Q2 2026
12Charles Schwab Investment Management Inc982K
$60.7M
−4.4%
Reduced · −46K sh
Q1 2026
13Norges Bank958K
$63.1M
−15%
Reduced · −164K sh
Q4 2025
14Morgan Stanley953K
$58.9M
−48%
Reduced · −873K sh
Q1 2026
15Millennium Management LLC850K
$52.6M
+7.3%
Added · +58K sh
Q1 2026
16Bank of New York Mellon Corp823K
$50.9M
−3.8%
Reduced · −32K sh
Q1 2026
17Qube Research & Technologies Ltd821K
$50.8M
+26%
Added · +167K sh
Q1 2026
18Northern Trust Corp725K
$44.8M
−0.5%
Reduced · −4K sh
Q1 2026
19UBS Group AG692K
$42.8M
+151%
Added · +416K sh
Q1 2026
20BNP Paribas Asset Management Holding S.A.618K
$38.2M
+5.5%
Added · +32K sh
Q1 2026
21Bank Of America Corp616K
$38.1M
−9.6%
Reduced · −65K sh
Q1 2026
22Ameriprise Financial Inc604K
$37.4M
−1.7%
Reduced · −10K sh
Q1 2026
23Squarepoint Ops LLC589K
$36.4M
+174%
Added · +374K sh
Q1 2026
24Woodline Partners LP567K
$35.1M
+102%
Added · +287K sh
Q1 2026
25Barclays PLC567K
$35.0M
−12%
Reduced · −75K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is MTH being bought or sold by institutions?

Last quarter, 3 funds opened a new position in MTH and 27 added to an existing one, while 23 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
3
funds took a first position
Added
27
added to an existing position
Reduced
23
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MTH also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT194 funds$255.7B
Meta Platforms Inc-Class AMETA191 funds$112.9B
Amazon.com IncAMZN190 funds$195.6B
Nvidia CorpNVDA187 funds$381.2B
JPMorgan Chase & CoJPM184 funds$61.6B
Apple IncAAPL183 funds$289.6B
Alphabet Inc-CL AGOOGL183 funds$163.0B
Eli Lilly & CoLLY179 funds$80.7B
Bank Of America CorpBAC179 funds$32.6B
Alphabet Inc-CL CGOOG178 funds$116.8B
Chevron CorpCVX178 funds$31.8B
Tesla IncTSLA177 funds$70.1B

Ranked by how many of MTH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MTH.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$79K
1 insider
Net · 180d
-$79K
1 open-market transaction
DateInsiderRoleActionSharesValue
May 12, 2026Sasser AlisonSVP - Chief Accounting OfficerSell (S)1K$79K
Feb 24, 2026Woffinden Austin MEVP, Corp. Ops & StrategySell (S)143$11K
Feb 24, 2026Sasser AlisonSVP - Chief Accounting OfficerSell (S)151$12K
Feb 23, 2026Lord PhillippeChief Executive Officer, DirectorSell (S)
3 lots, same day
33K$2.5M
Feb 23, 2026Sferruzza HillaEVP- Chief Financial OfficerSell (S)
3 lots, same day
11K$834K
Feb 23, 2026Feliciano JavierEVP Chief People OfficerSell (S)
3 lots, same day
4K$273K
Feb 23, 2026Clinton MalissiaEVP - Gen. Counsel, SecretarySell (S)
3 lots, same day
5K$395K
Feb 23, 2026Hilton Steven JExecutive Chairman, DirectorSell (S)
2 lots, same day
5K$368K
Feb 20, 2026Sasser AlisonSVP - Chief Accounting OfficerSell (S)158$12K
Feb 20, 2026Woffinden Austin MEVP, Corp. Ops & StrategySell (S)263$21K
Feb 18, 2026Sasser AlisonSVP - Chief Accounting OfficerSell (S)680$54K
Feb 18, 2026Lord PhillippeChief Executive Officer, DirectorSell (S)5K$400K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4349
Insiders
Form 4 open-market
01-$79K
US House
STOCK Act trades
00$0
Sector rotation
MTH is in Industrials, which smart money is rotating OUT OF
$1.1B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

179 tracked filers in Q2 2026 filingsstill filing
0173346Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $951.9M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MTH

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Ask your agent what changed in MTH

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MTH/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MTH.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for MTH. Filings are public domain, sourced to SEC EDGAR.