318 tracked 13F filers disclose a position in TMHC as of the latest SEC 13F filings, a combined $4.9B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $784.3M | 13.5M | ▼−1.4% Reduced · −188K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $373.5M | 6.4M | ▲+0.2% Added · +11K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $259.1M | 4.4M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $259.0M | 4.4M | ▲+0.3% Added · +13K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $242.1M | 4.2M | →First observed position No prior filed position | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $181.1M | 3.1M | ▼−16% Reduced · −592K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $183.9M | 3.0M | ▲+22% Added · +551K sh | Q1 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | Withheld | 2.7M | ▲+13% Added · +317K sh | Q1 2026 | |
| 9 | AMERICAN CENTURY COMPANIES INC | $147.6M | 2.5M | ▲+21% Added · +435K sh | Q1 2026 | |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | $135.8M | 2.3M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $103.4M | 1.8M | ▲+267% Added · +1.3M sh | Q1 2026 | |
| 12 | FMR LLC | $99.0M | 1.7M | ▼−22% Reduced · −484K sh | Q1 2026 | |
| 13 | DONALD SMITH & CO., INC. | $97.4M | 1.7M | ▲+1.2% Added · +20K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $94.7M | 1.6M | ▼−11% Reduced · −209K sh | Q1 2026 | |
| 15 | MILLENNIUM MANAGEMENT LLC | $88.0M | 1.5M | ▲+116% Added · +812K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $86.8M | 1.5M | ▼−24% Reduced · −483K sh | Q1 2026 | |
| 17 | NORGES BANK | $85.0M | 1.4M | ▼−5.3% Reduced · −81K sh | Q4 2025 | |
| 18 | ALLIANCEBERNSTEIN L.P. | $84.3M | 1.4M | ▲+6.0% Added · +82K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $82.2M | 1.4M | ▲+2.2% Added · +31K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81.2M | 1.4M | ▲+1.0% Added · +14K sh | Q1 2026 | |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $71.0M | 1.2M | ▼−2.5% Reduced · −31K sh | Q1 2026 | |
| 22 | VICTORY CAPITAL MANAGEMENT INC | $68.0M | 1.2M | ▼−4.8% Reduced · −60K sh | Q1 2026 | |
| 23 | UBS Group AG | $58.5M | 1.0M | ▲+75% Added · +429K sh | Q1 2026 | |
| 24 | BARCLAYS PLC | $48.1M | 826K | ▲+0.1% Added · +723 sh | Q1 2026 | |
| 25 | ASSETMARK, INC | $46.1M | 792K | ▼−0.8% Reduced · −6K 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.
Last quarter, 4 funds opened a new position in TMHC and 27 added to an existing one, while 20 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 154 funds | $50.3B |
| MICROSOFT CORPMSFT | 153 funds | $68.1B |
| ALPHABET INC-CL AGOOGL | 153 funds | $43.8B |
| META PLATFORMS INC-CLASS AMETA | 152 funds | $32.2B |
| APPLE INCAAPL | 150 funds | $77.7B |
| BROADCOM INCAVGO | 149 funds | $35.9B |
| JPMORGAN CHASE & COJPM | 149 funds | $19.6B |
| NETFLIX INCNFLX | 149 funds | $9.6B |
| NVIDIA CORPNVDA | 148 funds | $91.6B |
| ELI LILLY & COLLY | 148 funds | $17.2B |
| TESLA INCTSLA | 147 funds | $19.8B |
| BANK OF AMERICA CORPBAC | 147 funds | $7.2B |
Ranked by how many of TMHC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 13, 2026 | Warren Denise | Director | Sell (S) | 3K | $206K |
| Feb 13, 2026 | Warren Denise | Director | Sell (S) | 100 | $7K |
| Sep 12, 2025 | Merrill Stevin Todd | EVP, CLO & Secretary | Sell (S) | 4K | $309K |
| Sep 11, 2025 | MARIUCCI ANNE L | Director | Sell (S) | 14K | $980K |
| Sep 5, 2025 | Palmer Sheryl | Chairman, President and CEO, Director | Sell (S) | 14K | $974K |
| Aug 22, 2025 | VANHYFTE CURTIS | CFO | Sell (S) | 5K | $356K |
| Aug 22, 2025 | Palmer Sheryl | Chairman, President and CEO, Director | Sell (S) | 25K | $1.8M |
| Aug 20, 2025 | VANHYFTE CURTIS | CFO | Sell (S) | 4K | $240K |
| Aug 6, 2025 | VANHYFTE CURTIS | CFO | Sell (S) | 10K | $636K |
| Mar 11, 2025 | Terracciano Joseph | Chief Accounting Officer | Sell (S) | 2K | $93K |
| Feb 25, 2025 | MERRITT DAVID C | Director | Sell (S) | 2K | $141K |
| Feb 25, 2025 | MERRITT DAVID C | Director | Sell (S) | 200 | $13K |
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TMHC/capital-change-brief"
Use Arkolith's capital_change_brief for TMHC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TMHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.