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M/I Homes shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of M/I Homes (MHO) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in M/I Homes

Tip: Access up to 7 years of quarterly data

All positions including M/I Homes held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in M/I Homes by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.3M 30k 112.12
2025-03-31 $1.8M 16k 114.18
2024-12-31 $2.1M 16k 132.95
2024-09-30 $5.8M 34k 171.36

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Top funds holding M/I Homes

BlackRock
Vanguard Group
Donald Smith & Co
State Street Corporation
FMR
Dimensional Fund Advisors
American Century Companies
Geode Capital Management
Goldman Sachs Group
Franklin Resources
T. Rowe Price Investment Management
Charles Schwab Investment Management
Macquarie Group
Northern Trust
Royce & Associates

View all funds holding M/I Homes