Public record / Tickers / MTH

MTH — Meritage Homes CORP

Both disclosure regimes on one name: who in Congress filed about MTH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming MTH
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
04-27
filed 2020-04-27
13F holders
375
top-375 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Donna E. Shalala · $1.0K–$15.0K

Sale · traded 2019-06-04 → filed 2020-04-27. Ranked over every MTH row by the provable lower bound, never a point estimate.

No member disclosed MTH in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated MTH rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2020-04-27Donna E. Shalala D–FL-27SaleTraded 2019-06-04 LATE·328d$1K–$15K
2020-04-27Donna E. Shalala D–FL-27Sale · partial (partial sale)Traded 2019-05-15 LATE·348d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in MTH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14

No member disclosed MTH in the trailing 12 months.

Congress ↔ notable managers · MTH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · MERITAGE HOMES CORP

Merged timeline of congressional filings and notable-manager moves on MTH
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+199,597 sh
2026-05-14Caxton Associates 13Fadd+10,823 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MTH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$725M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$245M1
3FMR LLC$222M1
4STATE STREET CORP$214M1
5VANGUARD CAPITAL MANAGEMENT LLC$178M1
6DIMENSIONAL FUND ADVISORS LP$178M1
7Capital World Investors$123M1
8GEODE CAPITAL MANAGEMENT, LLC$103M1
9TWO SIGMA INVESTMENTS, LP$86.6M1
10EARNEST PARTNERS LLC$83.3M1
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC$60.7M1
12MORGAN STANLEY$58.9M1
13MILLENNIUM MANAGEMENT LLC$52.6M1
14Bank of New York Mellon Corp$50.9M1
15Qube Research & Technologies Ltd$50.8M1
16NORTHERN TRUST CORP$44.8M1
17UBS Group AG$42.8M1
18WELLINGTON MANAGEMENT GROUP LLP$41.9M1
19NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$41.8M1
20BNP Paribas Asset Management Holding S.A.$38.2M1
21BANK OF AMERICA CORP /DE/$38.1M1
22AMERIPRISE FINANCIAL INC$37.4M1
23Squarepoint Ops LLC$36.4M1
24Woodline Partners LP$35.1M1
25BARCLAYS PLC$35.0M1
26FRANKLIN RESOURCES INC$34.6M1
27JANE STREET GROUP, LLC$33.4M1
28CITADEL ADVISORS LLC$31.4M1
29SummitTX Capital, L.P.$29.2M1
30VANGUARD FIDUCIARY TRUST CO$26.4M1
31Aberdeen Group plc$21.3M1
32Walleye Capital LLC$20.9M1
33PRINCIPAL FINANCIAL GROUP INC$20.1M1
34WELLS FARGO & COMPANY/MN$19.7M1
35D. E. Shaw & Co., Inc.$17.6M1
36ENVESTNET ASSET MANAGEMENT INC$16.5M1
37BALYASNY ASSET MANAGEMENT L.P.$16.3M1
38Invesco Ltd.$16.2M1
39Point72 Asset Management, L.P.$15.5M1
40Sone Capital Management, LLC$15.4M1
41PUBLIC SECTOR PENSION INVESTMENT BOARD$14.8M1
42TUDOR INVESTMENT CORP ET AL$14.6M1
43Sophron Capital Management L.P.$14.5M1
44Lodge Hill Capital, LLC$14.5M1
45AMERICAN CENTURY COMPANIES INC$12.0M1
46DDD Partners, LLC$11.7M1
47UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11.2M1
48AQR CAPITAL MANAGEMENT LLC$10.7M1
49VOLORIDGE INVESTMENT MANAGEMENT, LLC$10.7M1
50Nuveen, LLC$10.5M1
51Legal & General Group Plc$10.4M1
52Trexquant Investment LP$10.4M1
53DEUTSCHE BANK AG\$10.2M1
54Clearbridge Investments, LLC$10.1M1
55HSBC HOLDINGS PLC$10.1M1
56Ceredex Value Advisors LLC$9.9M1
57Baird Financial Group, Inc.$9.0M1
58Swiss National Bank$8.6M1
59Callodine Capital Management, LP$8.3M1
60VICTORY CAPITAL MANAGEMENT INC$7.7M1
61Security National Bank$7.6M1
62MIZUHO MARKETS AMERICAS LLC$7.5M1
63CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$7.4M1
64Janus Henderson Group Ltd.$7.3M1
65SEI INVESTMENTS CO$6.8M1
66FIRST TRUST ADVISORS LP$6.1M1
67CAPITOLIS LIQUID GLOBAL MARKETS LLC$6.0M1
68Rafferty Asset Management, LLC$5.9M1
69RAYMOND JAMES FINANCIAL INC$5.7M1
701492 Capital Management LLC$5.6M1
71Engineers Gate Manager LP$5.6M1
72ALLIANCEBERNSTEIN L.P.$5.4M1
73Atom Investors LP$5.3M1
74MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$5.3M1
75CITIGROUP INC$5.1M1
76ExodusPoint Capital Management, LP$5.1M1
77PRUDENTIAL FINANCIAL INC$4.8M1
78FIFTH THIRD BANCORP$4.7M1
79Swedbank AB$4.7M1
80Pictet Asset Management Holding SA$4.1M1
81Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
82EASTERLY INVESTMENT PARTNERS LLC$3.8M1
83Allspring Global Investments Holdings, LLC$3.8M1
84VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
85ALPS ADVISORS INC$3.6M1
86Empowered Funds, LLC$3.6M1
87TWINBEECH CAPITAL LP$3.5M1
88SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.5M1
89CANADA PENSION PLAN INVESTMENT BOARD$3.5M1
90Qsemble Capital Management, LP$3.3M1
91Focus Partners Wealth$3.3M1
92Schonfeld Strategic Advisors LLC$3.2M1
93Creative Planning$3.2M1
94Allianz Asset Management GmbH$3.1M1
95CAXTON ASSOCIATES LLP$3.1M1
96Assenagon Asset Management S.A.$3.1M1
97Sepio Capital, LP$2.9M1
98ROYCE & ASSOCIATES LP$2.8M1
99Grantham, Mayo, Van Otterloo & Co. LLC$2.8M1
100Illinois Municipal Retirement Fund$2.6M1
101Vanguard Global Advisers, LLC$2.3M1
102WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.3M1
103MOODY ALDRICH PARTNERS LLC$2.1M1
104Man Group plc$2.1M1
105XTX Topco Ltd$2.1M1
106PEAK FINANCIAL ADVISORS LLC$2.0M1
107WEDGE CAPITAL MANAGEMENT L L P/NC$2.0M1
108MANUFACTURERS LIFE INSURANCE COMPANY, THE$2.0M1
109Swiss Life Asset Management Ltd$2.0M1
110CONGRESS ASSET MANAGEMENT CO$1.9M1
111NISA INVESTMENT ADVISORS, LLC$1.9M1
112State of New Jersey Common Pension Fund D$1.9M1
113Zurcher Kantonalbank (Zurich Cantonalbank)$1.9M1
114BAYPOINTE PARTNERS LLC$1.9M1
115OCCUDO QUANTITATIVE STRATEGIES LP$1.8M1
116Cetera Investment Advisers$1.7M1
117STATE OF WISCONSIN INVESTMENT BOARD$1.7M1
118ROYAL BANK OF CANADA$1.6M1
119Quadrature Capital Ltd$1.4M1
120Vanguard Personalized Indexing Management, LLC$1.4M1
121LPL Financial LLC$1.4M1
122GRS Advisors, LLC$1.4M1
123Jefferies Financial Group Inc.$1.4M1
124JENNISON ASSOCIATES LLC$1.3M1
125Holocene Advisors, LP$1.3M1
126YOUSIF CAPITAL MANAGEMENT, LLC$1.2M1
127OPPENHEIMER ASSET MANAGEMENT INC.$1.2M1
128Arizona State Retirement System$1.2M1
129New England Research & Management, Inc.$1.1M1
130Amundi$1.1M1
131Vanguard Investments Australia, Ltd.$1.1M1
132Quantinno Capital Management LP$1.1M1
133INTECH INVESTMENT MANAGEMENT LLC$1.1M1
134COOKSON PEIRCE & CO INC$1.0M1
135COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.0M1
136BANK OF MONTREAL /CAN/$1000K1
137KLP KAPITALFORVALTNING AS$959K1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$946K1
139MERCER GLOBAL ADVISORS INC /ADV$939K1
140RBF Capital, LLC$928K1
141BOOTHBAY FUND MANAGEMENT, LLC$923K1
142LGT Fund Management Co Ltd.$921K1
143Weiss Asset Management LP$916K1
144Brevan Howard Capital Management LP$862K1
145Verition Fund Management LLC$861K1
146ENGLISH CAPITAL MANAGEMENT LLC$857K1
147Radnor Capital Management, LLC$856K1
148LGT Group Foundation$747K1
149DRW Securities, LLC$744K1
150VOYA INVESTMENT MANAGEMENT LLC$710K1
151NOMURA HOLDINGS INC$708K1
152US BANCORP \DE\$702K1
153Centiva Capital, LP$694K1
154&PARTNERS$692K1
155Linden Thomas Advisory Services, LLC$688K1
156Pathstone Holdings, LLC$684K1
157Unison Advisors LLC$666K1
158Ethic Inc.$654K1
159SCHRODER INVESTMENT MANAGEMENT GROUP$654K1
160ProShare Advisors LLC$649K1
161New Age Alpha Advisors, LLC$642K1
162Cerity Partners LLC$608K1
163Maryland State Retirement & Pension System$601K1
164Brooklyn Investment Group$585K1
165Centric Wealth Management$580K1
166GLENMEDE TRUST CO NA$570K1
167Aquatic Capital Management LLC$558K1
168Mariner, LLC$552K1
169Ausbil Investment Management Ltd$549K1
170QRG CAPITAL MANAGEMENT, INC.$545K1
171EVERGREEN CAPITAL MANAGEMENT LLC$544K1
172XPONANCE LLC$543K1
173Legacy Capital Group California, Inc.$535K1
174TEACHER RETIREMENT SYSTEM OF TEXAS$528K1
175Inspire Investing, LLC$517K1
176GUGGENHEIM CAPITAL LLC$516K1
177QUADRANT CAPITAL GROUP LLC$504K1
178Sippican Capital Advisors$501K1
179FIRST CITIZENS BANK & TRUST CO$495K1
180Envestnet Portfolio Solutions, Inc.$477K1
181MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$473K1
182Tidal Investments LLC$463K1
183Quantbot Technologies LP$461K1
184nVerses Capital, LLC$449K1
185Freestone Grove Partners LP$441K1
186South Shore Capital Advisors$431K1
187O'SHAUGHNESSY ASSET MANAGEMENT, LLC$427K1
188Oakum Bay Capital LLC$421K1
189CIBC Asset Management Inc$402K1
190Fieldview Capital Management, LLC$402K1
191HighTower Advisors, LLC$401K1
192Atria Investments, Inc$394K1
193MACKENZIE FINANCIAL CORP$382K1
194CWM, LLC$380K1
195Vestmark Advisory Solutions, Inc.$377K1
196Tower Research Capital LLC (TRC)$376K1
197Gallagher Fiduciary Advisors, LLC$374K1
198ELEVATION POINT WEALTH PARTNERS, LLC$373K1
199Savant Capital, LLC$354K1
200Meeder Advisory Services, Inc.$351K1
201CONNABLE OFFICE INC$349K1
202Ameritas Investment Partners, Inc.$341K1
203Beacon Pointe Advisors, LLC$339K1
204LAZARD ASSET MANAGEMENT LLC$334K1
205PICTON MAHONEY ASSET MANAGEMENT$318K1
206CHOREO, LLC$314K1
207111 Capital$314K1
208Y-Intercept (Hong Kong) Ltd$313K1
209GREAT LAKES ADVISORS, LLC$310K1
210M&T BANK CORP$305K1
211Ballentine Partners, LLC$290K1
212CIBC Bancorp USA Inc.$290K1
213Mitsubishi UFJ Trust & Banking Corp$281K1
214DnB Asset Management AS$279K1
215FOX RUN MANAGEMENT, L.L.C.$271K1
216Corient Private Wealth LLC$250K1
217Jain Global LLC$250K1
218Ensign Peak Advisors, Inc$240K1
219Sequoia Financial Advisors, LLC$233K1
220Obermeyer Wealth Partners$229K1
221PROFUND ADVISORS LLC$228K1
222CFC Planning Co LLC$218K1
223STIFEL FINANCIAL CORP$217K1
224CI INVESTMENTS INC.$215K1
225Fisher Asset Management, LLC$212K1
226MML INVESTORS SERVICES, LLC$209K1
227SEB Asset Management AB$209K1
228MIRABELLA FINANCIAL SERVICES LLP$205K1
229Crossmark Global Holdings, Inc.$204K1
230Private Advisor Group, LLC$203K1
231BLAIR WILLIAM & CO/IL$190K1
232MAI Capital Management$145K1
233Rockefeller Capital Management L.P.$136K1
234State of Wyoming$126K1
235Palouse Capital Management, Inc.$120K1
236BROWN, LISLE/CUMMINGS, INC.$92.8K1
237OSAIC HOLDINGS, INC.$86.0K1
238NOMURA ASSET MANAGEMENT CO LTD$83.5K1
239Aster Capital Management (DIFC) Ltd$82.4K1
240Pinnacle Wealth Planning Services, Inc.$82.3K1
241Clearstead Advisors, LLC$70.4K1
242GROUP ONE TRADING LLC$65.9K1
243ASSETMARK, INC$47.9K1
244SIGNATUREFD, LLC$42.7K1
245Smartleaf Asset Management LLC$40.0K1
246Allworth Financial LP$38.7K1
247Kemnay Advisory Services Inc.$31.2K1
248Atlantic Union Bankshares Corp$30.7K1
249Larson Financial Group LLC$25.4K1
250SALEM INVESTMENT COUNSELORS INC$23.5K1
251Wellington Grp LLC$22.6K1
252Blue Trust, Inc.$20.8K1
253WealthCollab, LLC$18.9K1
254Arax Advisory Partners$18.5K1
255Destiny Wealth Partners, LLC$15.2K1
256MEEDER ASSET MANAGEMENT INC$14.5K1
257NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.5K1
258BARROW HANLEY MEWHINNEY & STRAUSS LLC$14.4K1
259Salomon & Ludwin, LLC$14.2K1
260LSV ASSET MANAGEMENT$13.9K1
261DANSKE BANK A/S$12.4K1
262Pinnacle Holdings, LLC$12.4K1
263HRT FINANCIAL LP$11.1K1
264Strengthening Families & Communities, LLC$10.9K1
265Parkside Financial Bank & Trust$10.2K1
266MCF Advisors LLC$9.5K1
267CENTRAL TRUST Co$8.7K1
268Owl Creek Wealth Partners LLC$7.4K1
269Mitsubishi UFJ Asset Management Co., Ltd.$7.3K1
270Founders Capital Management$6.9K1
271iA Global Asset Management Inc.$6.7K1
272Westside Investment Management, Inc.$6.2K1
273ALGERT GLOBAL LLC$6.0K1
274Bell Investment Advisors, Inc$5.7K1
275Signature Equity Partners, LLC$4.7K1
276Kilter Group LLC$4.5K1
277THRIVENT FINANCIAL FOR LUTHERANS$4.3K1
278NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.1K1
279CANADA LIFE ASSURANCE Co$3.7K1
280Keating Financial Advisory Services, Inc.$3.6K1
281State of Alaska, Department of Revenue$3.5K1
282TORONTO DOMINION BANK$3.5K1
283GSA CAPITAL PARTNERS LLP$3.4K1
284Rakuten Securities, Inc.$3.1K1
285Quarry LP$2.6K1
286FARMERS & MERCHANTS INVESTMENTS INC$2.5K1
287Key FInancial Inc$2.5K1
288SBI Securities Co., Ltd.$2.5K1
289UMB Bank, n.a.$2.3K1
290Manchester Capital Management LLC$2.2K1
291Vanguard National Trust Co$1.9K1
292Retirement Wealth Solutions LLC$1.8K1
293Addison Advisors LLC$1.7K1
294WPG Advisers, LLC$1.7K1
295TD Capital Management LLC$1.6K1
296INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4K1
297AMALGAMATED BANK$1.2K1
298TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.1K1
299South Dakota Investment Council$1.1K1
300Caitong International Asset Management Co., Ltd$9281
301Elequin Capital, LP$8661
302Summit Global Investments$8221
303Transamerica Financial Advisors, LLC$8031
304Investors Portfolio Services LLC$7951
305GILPIN WEALTH MANAGEMENT, LLC$7431
306Solstein Capital, LLC$7421
307JPL Wealth Management, LLC$6191
308FINANCIAL CONSULATE, INC$5571
309Stone House Investment Management, LLC$5261
310Physician Wealth Advisors, Inc.$4951
311CVA Family Office, LLC$4951
312Rialto Wealth Management, LLC$4951
313Penserra Capital Management LLC$4671
314PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$3761
315Prestige Wealth Management Group LLC$3721
316Vestcor Inc$3451
317Hunter Perkins Capital Management, LLC$2561
318Basecamp Wealth Advisors LLC$2471
319DekaBank Deutsche Girozentrale$1641
320KBC Group NV$1421
321SJS Investment Consulting Inc.$1241
322ACADIAN ASSET MANAGEMENT LLC$681
323True Wealth Design, LLC$621
324HARBOR CAPITAL ADVISORS, INC.$601
325Avion Wealth$01
326VANGUARD GROUP INC$01
327SouthState Bank Corp$01
328Brandywine Global Investment Management, LLC$01
329BAHL & GAYNOR INC$01
330PANAGORA ASSET MANAGEMENT INC$01
331COMERICA BANK$01
332BURNEY CO/$01
333TOMPKINS FINANCIAL CORP$01
334CIBC WORLD MARKETS CORP$01
335SIG BROKERAGE, LP$01
336DENALI ADVISORS LLC$01
337CIBC Private Wealth Group LLC$01
338Orion Porfolio Solutions, LLC$01
339NORGES BANK$01
340Walleye Trading LLC$01
341Laurion Capital Management LP$01
342Lisanti Capital Growth, LLC$01
343OXFORD ASSET MANAGEMENT LLP$01
344Legato Capital Management LLC$01
345GTS SECURITIES LLC$01
346EXCHANGE TRADED CONCEPTS, LLC$01
347TWO SIGMA ADVISERS, LP$01
348Diversified Trust Co$01
349SIMPLEX TRADING, LLC$01
350SRH ADVISORS, LLC$01
351LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$01
352PDT Partners, LLC$01
353DLD Asset Management, LP$01
354ARMISTICE CAPITAL, LLC$01
355Caprock Group, LLC$01
356Patten Group, Inc.$01
357Vest Financial, LLC$01
358Belpointe Asset Management LLC$01
359DV Trading LLC$01
360IFG Advisory, LLC$01
361Investors Research Corp$01
362Global Retirement Partners, LLC$01
363Summit Financial, LLC$01
364MOULTON WEALTH MANAGEMENT, INC$01
365HighMark Wealth Management LLC$01
366Archer Investment Corp$01
367Kestra Advisory Services, LLC$01
368Optiver Holding B.V.$01
369AlphaQuest LLC$01
370SageView Advisory Group, LLC$01
371Dunhill Financial, LLC$01
372BOS Asset Management, LLC$01
373Private Wealth Management Group, LLC$01
374Ankerstar Wealth, LLC$01
375Bayhunt Capital LLC$01
Truncated by Public Filings. The published aggregate ranks the top 375 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MTH

RETAINED WINDOW · ACTIVE HITS

Zero hits on MTH in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MTH · financials and macro

Financials — as filed PLANNED

MTH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MTH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing