Meritage Homes Corp

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Mackay Shields LLC

INCREASED

Shares28,105,000 from 28,031,000

Change+74,000 (+0%)

Value$27.0M (-$2.0M)

Filed 2026-10-13

Rational Advisors, Inc.

UNCHANGED

Shares9,102,000 from 9,102,000

Change0 (0%)

Value$8.7M (-$672.8K)

Filed 2026-11-02

Conning Inc.

UNCHANGED

Shares5,940,000 from 5,940,000

Change0 (0%)

Value$5.7M (-$445.5K)

Filed 2026-10-27

Income Research & Management

DECREASED

Shares5,715,000 from 6,215,000

Change-500,000 (-8%)

Value$5.5M (-$937.7K)

Filed 2026-10-21

Thrivent Financial for Lutherans

DECREASED

Shares4,750,000 from 5,800,000

Change-1,050,000 (-18%)

Value$4.6K (-$1.4K)

Filed 2026-11-05

AGF Management LTD

UNCHANGED

Shares2,275,000 from 2,275,000

Change0 (0%)

Value$2.2M (-$168.2K)

Filed 2026-11-03

Citigroup Inc

INCREASED

Shares1,024,000 from 282,000

Change+742,000 (+263%)

Value$979.5K (+$688.9K)

Filed 2026-11-04

Calamos Advisors LLC

DECREASED

Shares534,000 from 844,000

Change-310,000 (-37%)

Value$512.7K (-$361.6K)

Filed 2026-11-02

Aegon USA Investment Management, LLC

UNCHANGED

Shares475,000 from 475,000

Change0 (0%)

Value$454.4K (-$35.1K)

Filed 2026-10-30

Oppenheimer Asset Management Inc.

DECREASED

Shares179,000 from 182,000

Change-3,000 (-2%)

Value$171.2K (-$16.3K)

Filed 2026-10-27

Choreo, LLC

UNCHANGED

Shares28,000 from 28,000

Change0 (0%)

Value$27.0K (-$1.9K)

Filed 2026-10-28

Valen Private Capital, LLC

NEW

Shares27,000

Change+27,000

Value$25.8K

Filed 2026-10-23

Wealth Enhancement Advisory Services, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$11.5K (-$624)

Filed 2026-10-13

Balboa Wealth Partners

DECREASED

Shares11,000 from 17,000

Change-6,000 (-35%)

Value$10.5K (-$7.0K)

Filed 2026-10-20

Lanark Financial, Inc.

UNCHANGED

Shares7,000 from 7,000

Change0 (0%)

Value$6.7K (-$517)

Filed 2026-10-26

Fifth Third Bancorp

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$3.8K (-$296)

Filed 2026-11-05

Foresight Capital Management Advisors, Inc.

NEW

Shares2,000

Change+2,000

Value$1.9K

Filed 2026-10-27

Victory Capital Management Inc

N/A

Shares— from 93,969,000

Change-93,969,000 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 57,324,000

Change-57,324,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 56,723,000

Change-56,723,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 48,267,000

Change-48,267,000 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 44,655,000

Change-44,655,000 (-100%)

Value—

Wellesley Asset Management

N/A

Shares— from 32,281,000

Change-32,281,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 26,039,000

Change-26,039,000 (-100%)

Value—

Pier 88 Investment Partners LLC

N/A

Shares— from 19,761,000

Change-19,761,000 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 17,127,000

Change-17,127,000 (-100%)

Value—

Camden Asset Management L P

N/A

Shares— from 15,922,000

Change-15,922,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 14,500,000

Change-14,500,000 (-100%)

Value—

DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main

N/A

Shares— from 12,000,000

Change-12,000,000 (-100%)

Value—

PenderFund Capital Management Ltd.

N/A

Shares— from 12,000,000

Change-12,000,000 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 7,250,000

Change-7,250,000 (-100%)

Value—

Universal- Beteiligungs- und Servicegesellschaft mbH

N/A

Shares— from 6,514,000

Change-6,514,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,466,000

Change-6,466,000 (-100%)

Value—

Palisade Capital Management, LP

N/A

Shares— from 6,043,000

Change-6,043,000 (-100%)

Value—

Barclays PLC

N/A

Shares— from 5,839,000

Change-5,839,000 (-100%)

Value—

Shenkman Capital Management Inc

N/A

Shares— from 5,190,000

Change-5,190,000 (-100%)

Value—

Nykredit A/S

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Ontario Teachers Pension Plan Board

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Nomura Asset Management Co LTD

N/A

Shares— from 5,000,000

Change-5,000,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 4,897,000

Change-4,897,000 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 4,000,000

Change-4,000,000 (-100%)

Value—

LBP AM SA

N/A

Shares— from 3,200,000

Change-3,200,000 (-100%)

Value—

Nomura Asset Management International Inc.

N/A

Shares— from 2,919,000

Change-2,919,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 2,236,000

Change-2,236,000 (-100%)

Value—

Russell Investments Group, Ltd.

N/A

Shares— from 1,600,000

Change-1,600,000 (-100%)

Value—

Groupama Asset Managment

N/A

Shares— from 1,500,000

Change-1,500,000 (-100%)

Value—

Man Group plc

N/A

Shares— from 1,470,000

Change-1,470,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 1,438,000

Change-1,438,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 1,348,000

Change-1,348,000 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,265,000

Change-1,265,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 1,000,000

Change-1,000,000 (-100%)

Value—

Toronto Dominion Bank

N/A

Shares— from 487,000

Change-487,000 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 337,000

Change-337,000 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 238,000

Change-238,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 198,000

Change-198,000 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 185,000

Change-185,000 (-100%)

Value—

&partners

N/A

Shares— from 158,000

Change-158,000 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 71,000

Change-71,000 (-100%)

Value—

Stephens Inc

N/A

Shares— from 59,000

Change-59,000 (-100%)

Value—

Blair William & Co

N/A

Shares— from 36,000

Change-36,000 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 17,000

Change-17,000 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 14,750

Change-14,750 (-100%)

Value—

Insigneo Advisory Services, LLC

N/A

Shares— from 14,000

Change-14,000 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 11,000

Change-11,000 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 2,131

Change-2,131 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 506

Change-506 (-100%)

Value—

Erste Asset Management GmbH

N/A

Shares— from 0

Change0

Value—

	Status
Mackay Shields LLC	INCREASED	28,105,000	28,031,000	+74,000	+0%	$29.0M	$27.0M	-$2.0M	2026-10-13
Rational Advisors, Inc.	UNCHANGED	9,102,000	9,102,000	0	0%	$9.4M	$8.7M	-$672.8K	2026-11-02
Conning Inc.	UNCHANGED	5,940,000	5,940,000	0	0%	$6.1M	$5.7M	-$445.5K	2026-10-27
Income Research & Management	DECREASED	5,715,000	6,215,000	-500,000	-8%	$6.4M	$5.5M	-$937.7K	2026-10-21
Thrivent Financial for Lutherans	DECREASED	4,750,000	5,800,000	-1,050,000	-18%	$6.0K	$4.6K	-$1.4K	2026-11-05
AGF Management LTD	UNCHANGED	2,275,000	2,275,000	0	0%	$2.3M	$2.2M	-$168.2K	2026-11-03
Citigroup Inc	INCREASED	1,024,000	282,000	+742,000	+263%	$290.6K	$979.5K	+$688.9K	2026-11-04
Calamos Advisors LLC	DECREASED	534,000	844,000	-310,000	-37%	$874.3K	$512.7K	-$361.6K	2026-11-02
Aegon USA Investment Management, LLC	UNCHANGED	475,000	475,000	0	0%	$489.5K	$454.4K	-$35.1K	2026-10-30
Oppenheimer Asset Management Inc.	DECREASED	179,000	182,000	-3,000	-2%	$187.6K	$171.2K	-$16.3K	2026-10-27
Choreo, LLC	UNCHANGED	28,000	28,000	0	0%	$28.9K	$27.0K	-$1.9K	2026-10-28
Valen Private Capital, LLC	NEW	27,000	—	+27,000	—	—	$25.8K	—	2026-10-23
Wealth Enhancement Advisory Services, LLC	UNCHANGED	12,000	12,000	0	0%	$12.1K	$11.5K	-$624	2026-10-13
Balboa Wealth Partners	DECREASED	11,000	17,000	-6,000	-35%	$17.5K	$10.5K	-$7.0K	2026-10-20
Lanark Financial, Inc.	UNCHANGED	7,000	7,000	0	0%	$7.2K	$6.7K	-$517	2026-10-26
Fifth Third Bancorp	UNCHANGED	4,000	4,000	0	0%	$4.1K	$3.8K	-$296	2026-11-05
Foresight Capital Management Advisors, Inc.	NEW	2,000	—	+2,000	—	—	$1.9K	—	2026-10-27
Victory Capital Management Inc	N/A	—	93,969,000	-93,969,000	-100%	$97.1M	—	—	—
Wellington Management Group LLP	N/A	—	57,324,000	-57,324,000	-100%	$59.5M	—	—	—
BlackRock, Inc.	N/A	—	56,723,000	-56,723,000	-100%	$58.5M	—	—	—
Advent Capital Management	N/A	—	48,267,000	-48,267,000	-100%	$50.1M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	44,655,000	-44,655,000	-100%	$46.2K	—	—	—
Wellesley Asset Management	N/A	—	32,281,000	-32,281,000	-100%	$33.2M	—	—	—
JPMorgan Chase & Co	N/A	—	26,039,000	-26,039,000	-100%	$26.7M	—	—	—
Pier 88 Investment Partners LLC	N/A	—	19,761,000	-19,761,000	-100%	$20.4M	—	—	—
Bank of America Corp	N/A	—	17,127,000	-17,127,000	-100%	$17.6M	—	—	—
Camden Asset Management L P	N/A	—	15,922,000	-15,922,000	-100%	$16.4M	—	—	—
State Street Corp	N/A	—	14,500,000	-14,500,000	-100%	$15.0M	—	—	—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	N/A	—	12,000,000	-12,000,000	-100%	$12.4M	—	—	—
PenderFund Capital Management Ltd.	N/A	—	12,000,000	-12,000,000	-100%	$12.5M	—	—	—
Morgan Stanley	N/A	—	7,250,000	-7,250,000	-100%	$7.5M	—	—	—
Universal- Beteiligungs- und Servicegesellschaft mbH	N/A	—	6,514,000	-6,514,000	-100%	$6.8M	—	—	—
FMR LLC	N/A	—	6,466,000	-6,466,000	-100%	$6.7M	—	—	—
Palisade Capital Management, LP	N/A	—	6,043,000	-6,043,000	-100%	$6.2M	—	—	—
Barclays PLC	N/A	—	5,839,000	-5,839,000	-100%	$6.0M	—	—	—
Shenkman Capital Management Inc	N/A	—	5,190,000	-5,190,000	-100%	$5.5M	—	—	—
Nykredit A/S	N/A	—	5,000,000	-5,000,000	-100%	$5.2M	—	—	—
Ontario Teachers Pension Plan Board	N/A	—	5,000,000	-5,000,000	-100%	$5.2M	—	—	—
Nomura Asset Management Co LTD	N/A	—	5,000,000	-5,000,000	-100%	$5.2M	—	—	—
Wells Fargo & Company	N/A	—	4,897,000	-4,897,000	-100%	$5.0M	—	—	—
State of Wisconsin Investment Board	N/A	—	4,000,000	-4,000,000	-100%	$4.1M	—	—	—
LBP AM SA	N/A	—	3,200,000	-3,200,000	-100%	$3.3M	—	—	—
Nomura Asset Management International Inc.	N/A	—	2,919,000	-2,919,000	-100%	$3.0M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	2,236,000	-2,236,000	-100%	$2.3M	—	—	—
Russell Investments Group, Ltd.	N/A	—	1,600,000	-1,600,000	-100%	$1.7M	—	—	—
Groupama Asset Managment	N/A	—	1,500,000	-1,500,000	-100%	$1.5M	—	—	—
Man Group plc	N/A	—	1,470,000	-1,470,000	-100%	$1.5M	—	—	—
Millennium Management LLC	N/A	—	1,438,000	-1,438,000	-100%	$1.5M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	1,348,000	-1,348,000	-100%	$1.4M	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,265,000	-1,265,000	-100%	$1.3M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,000,000	-1,000,000	-100%	$1.0M	—	—	—
Lazard Asset Management LLC	N/A	—	1,000,000	-1,000,000	-100%	$10.4K	—	—	—
Toronto Dominion Bank	N/A	—	487,000	-487,000	-100%	$503.4K	—	—	—
Franklin Resources Inc	N/A	—	337,000	-337,000	-100%	$349.0K	—	—	—
SEI Investments Co	N/A	—	238,000	-238,000	-100%	$245.3K	—	—	—
UBS Group AG	N/A	—	198,000	-198,000	-100%	$204.0K	—	—	—
SSI Investment Management LLC	N/A	—	185,000	-185,000	-100%	$190.6K	—	—	—
&partners	N/A	—	158,000	-158,000	-100%	$162.8K	—	—	—
LPL Financial LLC	N/A	—	71,000	-71,000	-100%	$73.0K	—	—	—
Stephens Inc	N/A	—	59,000	-59,000	-100%	$60.8K	—	—	—
Blair William & Co	N/A	—	36,000	-36,000	-100%	$37.1K	—	—	—
Focus Partners Wealth	N/A	—	30,000	-30,000	-100%	$30.9K	—	—	—
Ameriprise Financial Inc	N/A	—	17,000	-17,000	-100%	$17.5K	—	—	—
SG Americas Securities, LLC	N/A	—	14,750	-14,750	-100%	$1.5K	—	—	—
Insigneo Advisory Services, LLC	N/A	—	14,000	-14,000	-100%	$14.4K	—	—	—
Inspire Advisors, LLC	N/A	—	11,000	-11,000	-100%	$11.3K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	3,000	-3,000	-100%	$3.1K	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	2,131	-2,131	-100%	$2.2M	—	—	—
Oddo BHF Asset Management SAS	N/A	—	506	-506	-100%	$523.5K	—	—	—
Erste Asset Management GmbH	N/A	—	0	0	—	$0	—	—	—

Showing 70 of 70 institutions