Meritage Corporation (MTH) Ownership

69.14 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Meritage Corporation (MTH), owning a total of 6.1 million shares. Combined, the top 45 institutional holders of MTH own 66.66% of the company with a total of 36.9 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of MTH by 711 thousand shares. 12 institutions bought 1,323,710 total additional shares and increased their ownership by an average of 25.18%. However 8 institutions sold 612,400 total shares and decreased their ownership by an average of 9.63%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Meritage Corporation increased by a net total of 711,310 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.460%	0.683%	6,071,025	41,180	2024-12-31
Vanguard Group Inc	5.678%	0.664%	4,074,741	26,889	2024-12-31
State Street Corp	2.559%	3.555%	1,836,659	63,050	2024-12-31
Dimensional Fund Advisors, Inc.	2.104%	-2.567%	1,509,876	-39,782	2024-12-31
Citadel Advisors Llc	1.189%	3.216%	853,244	26,583	2024-12-31
Geode Capital Management, LLC	1.160%	-0.530%	832,525	-4,438	2024-12-31
Morgan Stanley - Brokerage Accounts	1.086%	11.974%	779,275	83,332	2024-12-31
Greenhaven Associates Inc	1.030%	-0.719%	739,013	-5,350	2024-12-31
Fisher Asset Management, LLC	0.966%	-4.627%	693,147	-33,630	2024-12-31
Earnest Partners LLC	0.963%	-0.773%	691,338	-5,388	2024-12-31
Goldman Sachs Group Inc	0.930%	8.370%	667,553	51,557	2024-12-31
NORGES BANK	0.921%	1.130%	661,127	7,386	2024-12-31
First Trust Advisors L.P.	0.796%	61.561%	571,120	217,618	2024-12-31
T. Rowe Price Investment Management,Inc.	0.731%	-38.251%	524,318	-324,790	2024-12-31
Groupama Asset Management	0.697%	0.000%	500,000	500,000	2024-12-31
Charles Schwab Investment Management Inc	0.677%	-0.585%	486,176	-2,859	2024-12-31
Macquarie Group Ltd	0.671%	-28.960%	481,186	-196,163	2024-12-31
Northern Trust Corp	0.663%	4.647%	475,678	21,123	2024-12-31
Jacobs Levy Equity Management, Inc.	0.584%	205.507%	418,884	281,773	2024-12-31
Bank of New York Mellon Corp	0.566%	0.800%	405,854	3,219	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	8.460%	0.683%	6,071,025	41,180	2024-12-31
Vanguard Group Inc	5.678%	0.664%	4,074,741	26,889	2024-12-31
State Street Corp	2.559%	3.555%	1,836,659	63,050	2024-12-31
Dimensional Fund Advisors, Inc.	2.104%	-2.567%	1,509,876	-39,782	2024-12-31
State Street Corporation	3.828%	1.250%	1,390,426	17,161	2024-03-31
T. Rowe Price Associates, Inc.	3.695%	-2.242%	1,351,137	-30,987	2022-06-30
Citadel Advisors Llc	1.189%	3.216%	853,244	26,583	2024-12-31
Geode Capital Management, LLC	1.160%	-0.530%	832,525	-4,438	2024-12-31
Fuller & Thaler Asset Management Inc	2.255%	14.338%	815,899	102,313	2024-06-30
Pacer Advisors, INC.	2.146%	46.778%	779,549	248,440	2023-12-31
Morgan Stanley - Brokerage Accounts	1.086%	11.974%	779,275	83,332	2024-12-31
Greenhaven Associates Inc	1.030%	-0.719%	739,013	-5,350	2024-12-31
Fisher Asset Management, LLC	0.966%	-4.627%	693,147	-33,630	2024-12-31
Earnest Partners LLC	0.963%	-0.773%	691,338	-5,388	2024-12-31
Goldman Sachs Group Inc	0.930%	8.370%	667,553	51,557	2024-12-31
NORGES BANK	0.921%	1.130%	661,127	7,386	2024-12-31
Envestnet Asset Management Inc	1.579%	883.786%	580,650	521,628	2023-03-31
First Trust Advisors L.P.	0.796%	61.561%	571,120	217,618	2024-12-31
Balyasny Asset Management LLC	0.787%	2,179.610%	566,074	541,242	2024-09-30
T. Rowe Price Investment Management,Inc.	0.731%	-38.251%	524,318	-324,790	2024-12-31
Wellington Management Company LLP	1.407%	-33.021%	509,189	-251,031	2024-06-30
Groupama Asset Management	0.697%	0.000%	500,000	500,000	2024-12-31
Bank of America Corp	1.348%	10.468%	495,719	46,973	2023-03-31
Millennium Management LLC	1.329%	252.941%	488,657	350,204	2022-12-31
Charles Schwab Investment Management Inc	0.677%	-0.585%	486,176	-2,859	2024-12-31
Westfield Capital Management Company, LP	1.335%	26.928%	483,159	102,502	2024-09-30
Westfield Capital Management Company, L.P.	0.672%	26.928%	483,159	102,502	2024-09-30
Schonfeld Strategic Advisors LLC	1.312%	10.913%	482,279	47,451	2022-12-31
Macquarie Group Ltd	0.671%	-28.960%	481,186	-196,163	2024-12-31
Arrowstreet Capital Limited Partnership	1.310%	35.932%	477,473	126,214	2023-06-30
Northern Trust Corp	0.663%	4.647%	475,678	21,123	2024-12-31
JPMorgan Chase & Co	0.657%	-6.709%	472,472	-33,980	2024-09-30
FMR Inc	1.293%	-13.133%	469,574	-70,993	2023-12-31
Amvescap Plc.	1.238%	-5.950%	449,638	-28,446	2024-03-31
Victory Capital Management Inc.	1.170%	26.145%	426,313	88,359	2023-06-30
American Century Companies Inc	0.592%	-5.319%	425,680	-23,916	2024-09-30
Echo Street Capital Management LLC	1.165%	-32.057%	424,765	-200,412	2023-09-30
AllianceBernstein L.P.	0.588%	-14.052%	422,535	-69,082	2024-09-30
Jacobs Levy Equity Management, Inc.	0.584%	205.507%	418,884	281,773	2024-12-31
Bank of New York Mellon Corp	0.566%	0.800%	405,854	3,219	2024-12-31
Ameriprise Financial Inc	1.002%	-12.027%	368,475	-50,376	2023-03-31
Capital World Investors	0.961%	0.000%	353,400	0	2023-03-31
New York State Common Retirement Fund	0.883%	34.351%	323,046	82,596	2022-06-30
BNP Paribas Investment Partners SA	0.878%	9.342%	320,940	27,421	2022-09-30
Wishbone Management, LP	0.797%	0.000%	291,529	291,529	2022-09-30

Mutual Fund Ownership

Performer (AFRIS) is the biggest individual fund holder of Meritage Corporation (MTH), owning a total of 7 million shares. Combined, the top 49 mutual fund holders of MTH own 81.75% of the company with a total of 42 million shares.

In the latest ownership report on February 28th 2025, the top 49 fund holders increased their combined ownership of MTH by 85 thousand shares. 4 funds bought 21,923 total additional shares and increased their ownership by an average of 1.17%. However 8 funds sold 106,566 total shares and decreased their ownership by an average of 1.64%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Meritage Corporation decreased by a net total of -84,643 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.426%	-0.022%	4,611,941	-990	2025-02-28
Vanguard Total Stock Mkt Idx Inv	3.179%	0.056%	2,281,747	1,279	2025-02-28
Vanguard Small Cap Index	2.574%	0.082%	1,847,482	1,512	2025-02-28
iShares Russell 2000 ETF	2.571%	-1.161%	1,845,158	-21,681	2025-02-28
Vanguard Small Cap Value Index Inv	1.695%	-0.380%	1,216,403	-4,641	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	1.529%	0.140%	1,097,406	1,532	2025-02-28
iShares S&P Small-Cap 600 Value ETF	1.125%	0.000%	807,494	0	2025-02-28
iShares US Home Construction ETF	0.970%	-0.734%	696,144	-5,148	2025-02-28
iShares Russell 2000 Value ETF	0.918%	-0.752%	659,008	-4,994	2025-02-28
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.896%	-0.111%	643,307	-714	2025-02-28
SPDR® S&P Homebuilders ETF	0.867%	-9.786%	621,861	-67,456	2025-02-28
Vanguard Tax-Managed Small Cap Adm	0.721%	0.000%	517,202	0	2025-02-28
SPDR® S&P 600 Small Cap Value ETF	0.633%	-0.207%	454,111	-942	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.582%	4.396%	417,996	17,600	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Performer (AFRIS)	19.358%	0.000%	7,032,349	7,032,349	2024-02-29
iShares Core S&P Small-Cap ETF	6.426%	-0.022%	4,611,941	-990	2025-02-28
Vanguard Total Stock Mkt Idx Inv	3.179%	0.056%	2,281,747	1,279	2025-02-28
Vanguard Small Cap Index	2.574%	0.082%	1,847,482	1,512	2025-02-28
iShares Russell 2000 ETF	2.571%	-1.161%	1,845,158	-21,681	2025-02-28
Vanguard Small Cap Value Index Inv	1.695%	-0.380%	1,216,403	-4,641	2025-02-28
First Trust SMID Cp Rising Div Achv ETF	1.586%	0.215%	1,138,471	2,440	2025-02-27
Vanguard Institutional Extnd Mkt Idx Tr	1.529%	0.140%	1,097,406	1,532	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	2.946%	-3.583%	1,073,705	-39,898	2023-03-31
DFA US Small Cap Value I	1.458%	0.000%	1,046,522	0	2025-01-31
Pacer US Small Cap Cash Cows 100 ETF	2.850%	0.437%	1,030,833	4,480	2024-02-29
iShares S&P Small-Cap 600 Value ETF	1.125%	0.000%	807,494	0	2025-02-28
Nomura High-Yield Corp Bd Open MF	1.904%	0.000%	700,000	0	2022-11-07
iShares US Home Construction ETF	0.970%	-0.734%	696,144	-5,148	2025-02-28
iShares Russell 2000 Value ETF	0.918%	-0.752%	659,008	-4,994	2025-02-28
Fuller & Thaler Behavioral Sm-Cp Eq R6	1.789%	10.487%	652,160	61,900	2023-09-30
Fuller & Thaler Behavioral Small-Cap Eq	1.789%	0.000%	652,160	0	2023-11-30
Macquarie Small Cap Value A	0.901%	0.000%	646,600	0	2025-01-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.896%	-0.111%	643,307	-714	2025-02-28
SPDR® S&P Homebuilders ETF	0.867%	-9.786%	621,861	-67,456	2025-02-28
Delaware Sm-Cap Val Eq	1.684%	0.000%	615,900	0	2022-03-31
FullerThaler Behavioral Small-Cap Equity	0.769%	-28.635%	551,980	-221,480	2024-09-30
Delaware US Small Cap Value Eq SMA	1.475%	-5.178%	542,100	-29,600	2023-06-30
AF High Growth (AFRIS)	1.471%	0.000%	534,371	534,371	2024-02-29
T. Rowe Price Small-Cap Value	0.735%	-11.033%	527,447	-65,409	2025-01-31
Vanguard Tax-Managed Small Cap Adm	0.721%	0.000%	517,202	0	2025-02-28
Vanguard Extended Market Index Investor	1.375%	0.777%	505,497	3,899	2023-08-31
DFA US Targeted Value I	0.703%	0.000%	504,272	0	2025-01-31
SPDR® S&P 600 Small Cap Value ETF	0.633%	-0.207%	454,111	-942	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.582%	4.396%	417,996	17,600	2025-02-28
T. Rowe Price U.S. SC Value Eq Tr-Z	1.118%	2.549%	406,119	10,094	2024-06-30
Fidelity Extended Market Index	0.547%	-2.225%	392,311	-8,929	2025-01-31
Avantis US Small Cap Value ETF	1.047%	0.000%	380,391	0	2024-07-31
DFA US Small Cap I	0.529%	-6.168%	379,891	-24,971	2025-01-31
Harbor Small Cap Value Instl	1.031%	1.211%	379,151	4,536	2023-03-31
Vanguard Explorer Inv	0.516%	-16.855%	373,308	-75,674	2024-09-30
Fidelity Small Cap Index	0.508%	-0.518%	364,801	-1,898	2024-11-30
iShares S&P Small-Cap 600 Growth ETF	0.983%	0.000%	355,731	0	2024-11-30
American Funds SMALLCAP World A	0.492%	0.000%	353,400	0	2024-12-31
Fidelity® Small Cap Index	0.963%	2.741%	350,959	9,363	2023-10-31
Avantis® U.S. Small Cap Value ETF	0.951%	-0.066%	349,741	-230	2023-07-29
Schwab US Small-Cap ETF™	0.485%	0.000%	348,328	0	2025-02-27
SPDR® Portfolio S&P 600 Sm Cap ETF	0.916%	0.021%	331,193	68	2024-02-29
Delaware Small Cap Value A	0.905%	-9.033%	327,300	-32,500	2024-10-31
EARNEST Small Cap Value	0.865%	65,428.900%	315,194	314,713	2023-12-31
AB Small Cap Growth A	0.844%	-1.755%	307,615	-5,494	2023-10-31
Goldman Sachs Small Cap Value A	0.795%	-3.356%	290,787	-10,097	2022-09-30
Hennessy Cornerstone Mid Cap 30 Inv	0.388%	0.000%	280,500	280,500	2024-12-31
FullerThaler Behavioral Sm-Cp Eq R6	0.381%	-64.318%	275,990	-497,470	2024-09-30