Taylor Morrison Home Corp (TMHC) — Institutional Holders, Q2 2026
445 institutional investment managers reported a TMHC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $6.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TMHC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- First Capital Management L.P.New · +3,002,025 sh+$215.4M
- BALYASNY ASSET MANAGEMENT L.P.Added · +2,022,956 sh+$145.1M
- FIL LtdNew · +1,400,000 sh+$100.4M
- NEXPOINT ASSET MANAGEMENT, L.P.New · +1,049,930 sh+$75.3M
- Quinn Opportunity PartnersNew · +878,376 sh+$63.0M
Biggest sellers
- AQR CAPITAL MANAGEMENTTrimmed · -2,885,332 sh-$207.0M
- T. Rowe Price Investment ManagementTrimmed · -2,641,759 sh-$189.5M
- Assenagon Asset Management S.A.Sold out · -2,554,498 sh-$183.3M
- CITADEL ADVISORSTrimmed · -1,171,636 sh-$84.1M
- VICTORY CAPITAL MANAGEMENTTrimmed · -1,130,719 sh-$81.1M
TMHC 13F holders ranked 1–100 of 445
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 13,987,929 sh | 13,987,929 | $1.0B | 0.01% | +3.9% |
| 2 | DIMENSIONAL FUND ADVISORS#2 · 6,508,962 sh | 6,508,962 | $467.0M | 0.08% | +1.5% |
| 3 | STATE STREET#3 · 4,439,153 sh | 4,439,153 | $318.5M | <0.01% | -0.2% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT#4 · 4,389,390 sh | 4,389,390 | $314.9M | 0.01% | -1.3% |
| 5 | VANGUARD CAPITAL MANAGEMENT#5 · 4,054,952 sh | 4,054,952 | $290.9M | <0.01% | -2.5% |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 3,161,931 sh | 3,161,931 | $240.2M | 0.01% | +5.0% |
| 7 | First Capital Management L.P.#7 · 3,002,025 sh | 3,002,025 | $215.4M | 12.54% | New |
| 8 | AMERICAN CENTURY COMPANIES#8 · 2,409,449 sh | 2,409,449 | $172.9M | 0.08% | -4.9% |
| 9 | BALYASNY ASSET MANAGEMENT L.P.#9 · 2,246,104 sh | 2,246,104 | $161.1M | 0.20% | +906.6% |
| 10 | FULLER & THALER ASSET MANAGEMENT#10 · 2,234,273 sh | 2,234,273 | $160.3M | 0.44% | -4.2% |
| 11 | MILLENNIUM MANAGEMENT#11 · 1,784,792 sh | 1,784,792 | $128.0M | 0.05% | +18.1% |
| 12 | FIL Ltd#12 · 1,400,000 sh | 1,400,000 | $100.4M | 0.07% | New |
| 13 | NORTHERN#13 · 1,377,019 sh | 1,377,019 | $98.8M | 0.01% | -2.5% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT#14 · 1,352,358 sh | 1,352,358 | $97.0M | 0.01% | -2.9% |
| 15 | NORGES BANK#15 · 1,252,607 sh | 1,252,607 | $89.9M | <0.01% | — |
| 16 | FMR#16 · 1,171,456 sh | 1,171,456 | $84.0M | <0.01% | -31.1% |
| 17 | PRINCIPAL FINANCIAL GROUP#17 · 1,149,033 sh | 1,149,033 | $82.4M | 0.04% | -5.7% |
| 18 | BANK OF AMERICA#18 · 1,148,885 sh | 1,148,885 | $82.4M | <0.01% | +78.5% |
| 19 | ALLIANCEBERNSTEIN L.P.#19 · 1,308,987 sh | 1,308,987 | $76.2M | 0.03% | -8.6% |
| 20 | NEXPOINT ASSET MANAGEMENT, L.P.#20 · 1,049,930 sh | 1,049,930 | $75.3M | 5.03% | New |
| 21 | Qube Research & Technologies Ltd#21 · 1,034,842 sh | 1,034,842 | $74.2M | 0.07% | +126.3% |
| 22 | GOLDMAN SACHS GROUP#22 · 1,018,171 sh | 1,018,171 | $73.0M | <0.01% | -37.4% |
| 23 | MORGAN STANLEY#23 · 989,211 sh | 989,211 | $71.0M | <0.01% | -33.6% |
| 24 | Quinn Opportunity Partners#24 · 878,376 sh | 878,376 | $63.0M | 2.92% | New |
| 25 | DONALD SMITH#25 · 862,507 sh | 862,507 | $61.9M | 1.10% | -48.4% |
| 26 | WATER ISLAND CAPITAL#26 · 727,492 sh | 727,492 | $52.2M | 4.85% | New |
| 27 | SOROS FUND MANAGEMENT#27 · 723,523 sh | 723,523 | $51.9M | 0.64% | New |
| 28 | Bank of New York Mellon#28 · 672,269 sh | 672,269 | $48.2M | <0.01% | -6.1% |
| 29 | TORONTO DOMINION BANK#29 · 627,601 sh | 627,601 | $45.0M | 0.05% | New |
| 30 | VANGUARD FIDUCIARY#30 · 615,926 sh | 615,926 | $44.2M | <0.01% | -2.2% |
| 31 | CITADEL ADVISORS#31 · 603,551 sh | 603,551 | $43.3M | <0.01% | -66.0% |
| 32 | Invesco Ltd.#32 · 551,797 sh | 551,797 | $39.6M | <0.01% | +49.8% |
| 33 | JPMORGAN CHASE#33 · 539,629 sh | 539,629 | $39.0M | <0.01% | -20.6% |
| 34 | Boston Partners#34 · 535,801 sh | 535,801 | $38.5M | 0.03% | +4.0% |
| 35 | Slotnik Capital#35 · 535,000 sh | 535,000 | $38.4M | 9.92% | New |
| 36 | NUANCE INVESTMENTS#36 · 528,263 sh | 528,263 | $37.9M | 6.45% | New |
| 37 | ODDO BHF ASSET MANAGEMENT SAS#37 · 475,000 sh | 475,000 | $34.1M | 1.58% | New |
| 38 | UBS Group AG#38 · 453,661 sh | 453,661 | $32.5M | <0.01% | -54.8% |
| 39 | MARSHALL WACE, LLP#39 · 416,989 sh | 416,989 | $29.9M | 0.02% | +2943.9% |
| 40 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.#40 · 386,436 sh | 386,436 | $27.7M | 1.10% | -12.1% |
| 41 | Pacer Advisors#41 · 374,672 sh | 374,672 | $26.9M | 0.07% | -31.8% |
| 42 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#42 · 368,442 sh | 368,442 | $26.4M | 0.04% | +146.7% |
| 43 | WILLIAM BLAIR INVESTMENT MANAGEMENT#43 · 317,329 sh | 317,329 | $22.8M | 0.07% | -22.3% |
| 44 | RHUMBLINE ADVISERS#44 · 308,711 sh | 308,711 | $22.1M | 0.02% | -1.0% |
| 45 | TIG Advisors#45 · 307,894 sh | 307,894 | $22.1M | 0.98% | New |
| 46 | GAMCO INVESTORS, ET AL#46 · 294,645 sh | 294,645 | $21.1M | 0.19% | +2137.2% |
| 47 | Polar Asset Management Partners#47 · 293,163 sh | 293,163 | $21.0M | 0.35% | New |
| 48 | Woodline Partners#48 · 280,260 sh | 280,260 | $20.1M | 0.06% | +34.2% |
| 49 | AQR Arbitrage#49 · 278,088 sh | 278,088 | $20.0M | 0.28% | New |
| 50 | ADAGE CAPITAL PARTNERS GP, L.L.C.#50 · 270,503 sh | 270,503 | $19.4M | 0.03% | New |
| 51 | Verition Fund Management#51 · 260,463 sh | 260,463 | $18.7M | 0.03% | +1727.9% |
| 52 | TWO SIGMA INVESTMENTS#52 · 260,383 sh | 260,383 | $18.7M | 0.01% | +39.0% |
| 53 | HARVEST MANAGEMENT#53 · 252,500 sh | 252,500 | $18.1M | 7.12% | New |
| 54 | Allianz Asset Management GmbH#54 · 288,640 sh | 288,640 | $18.0M | 0.02% | +41.3% |
| 55 | BARCLAYS PLC#55 · 241,299 sh | 241,299 | $17.3M | <0.01% | -70.8% |
| 56 | Nuveen#56 · 236,375 sh | 236,375 | $17.0M | <0.01% | -54.9% |
| 57 | AQR CAPITAL MANAGEMENT#57 · 233,964 sh | 233,964 | $16.8M | <0.01% | -92.5% |
| 58 | First Eagle Investment Management#58 · 227,601 sh | 227,601 | $16.3M | 0.03% | -5.2% |
| 59 | CITIGROUP#59 · 223,732 sh | 223,732 | $16.1M | <0.01% | +13.2% |
| 60 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#60 · 221,586 sh | 221,586 | $15.9M | <0.01% | -27.0% |
| 61 | BRUNI J V#61 · 220,735 sh | 220,735 | $15.8M | 1.45% | -72.2% |
| 62 | GABELLI FUNDS#62 · 210,726 sh | 210,726 | $15.1M | 0.10% | New |
| 63 | D. E. Shaw#63 · 197,204 sh | 197,204 | $14.1M | <0.01% | -56.8% |
| 64 | Swiss National Bank#64 · 190,160 sh | 190,160 | $13.6M | <0.01% | -1.8% |
| 65 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#65 · 189,662 sh | 189,662 | $13.6M | <0.01% | -2.0% |
| 66 | Sagefield Capital#66 · 189,638 sh | 189,638 | $13.6M | 1.01% | New |
| 67 | Rafferty Asset Management#67 · 179,846 sh | 179,846 | $12.9M | 0.03% | +28.2% |
| 68 | Creative Planning#68 · 174,131 sh | 174,131 | $12.5M | <0.01% | +54.2% |
| 69 | Vestcor#69 · 172,339 sh | 172,339 | $12.4M | 0.31% | +1197.0% |
| 70 | BANK OF MONTREAL#70 · 171,957 sh | 171,957 | $12.3M | <0.01% | +834.8% |
| 71 | ASSETMARK#71 · 165,254 sh | 165,254 | $11.9M | — | -79.1% |
| 72 | Squarepoint Ops#72 · 162,751 sh | 162,751 | $11.7M | 0.01% | -65.2% |
| 73 | PUBLIC SECTOR PENSION INVESTMENT BOARD#73 · 162,389 sh | 162,389 | $11.6M | 0.03% | New |
| 74 | MUHLENKAMP#74 · 158,625 sh | 158,625 | $11.4M | 3.30% | 0.0% |
| 75 | Retirement Systems of Alabama#75 · 157,154 sh | 157,154 | $11.3M | 0.03% | -42.5% |
| 76 | Legal & General Group Plc#76 · 141,635 sh | 141,635 | $10.2M | <0.01% | +8.9% |
| 77 | CANADA PENSION PLAN INVESTMENT BOARD#77 · 134,200 sh | 134,200 | $9.6M | <0.01% | -27.6% |
| 78 | Cambria Investment Management, L.P.#78 · 133,390 sh | 133,390 | $9.6M | 0.47% | -15.4% |
| 79 | Russell Investments Group, Ltd.#79 · 127,413 sh | 127,413 | $9.1M | <0.01% | +92.9% |
| 80 | PRICE T ROWE ASSOCIATES#80 · 127,081 sh | 127,081 | $9.1M | <0.01% | +14.1% |
| 81 | AMERIPRISE FINANCIAL#81 · 124,336 sh | 124,336 | $8.9M | <0.01% | -72.5% |
| 82 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#82 · 122,367 sh | 122,367 | $8.8M | 0.04% | +399.8% |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#83 · 122,132 sh | 122,132 | $8.8M | <0.01% | +65.0% |
| 84 | TEACHER RETIREMENT SYSTEM OF TEXAS#84 · 117,421 sh | 117,421 | $8.4M | 0.02% | -8.4% |
| 85 | HRT FINANCIAL#85 · 115,748 sh | 115,748 | $8.3M | 0.02% | New |
| 86 | FIRST ADVISORS#86 · 113,863 sh | 113,863 | $8.2M | <0.01% | -6.7% |
| 87 | Point72 Asset Management, L.P.#87 · 109,604 sh | 109,604 | $7.9M | <0.01% | +112.1% |
| 88 | MIRAE ASSET GLOBAL ETFS Ltd.#88 · 108,761 sh | 108,761 | $7.8M | <0.01% | 0.0% |
| 89 | WELLS FARGO & COMPANY#89 · 106,384 sh | 106,384 | $7.6M | <0.01% | -24.4% |
| 90 | DEUTSCHE BANK AG\#90 · 100,418 sh | 100,418 | $7.2M | <0.01% | -37.1% |
| 91 | Chicago Capital Management#91 · 133,000 sh | 133,000 | $7.2M | — | New |
| 92 | TUDOR INVESTMENT ET AL#92 · 100,000 sh | 100,000 | $7.2M | 0.01% | -47.0% |
| 93 | MetLife Investment Management#93 · 98,898 sh | 98,898 | $7.1M | 0.03% | -0.1% |
| 94 | Allspring Global Investments#94 · 96,834 sh | 96,834 | $6.9M | 0.01% | -80.0% |
| 95 | NEW YORK LIFE INVESTMENT MANAGEMENT#95 · 94,821 sh | 94,821 | $6.8M | 0.05% | New |
| 96 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#96 · 90,273 sh | 90,273 | $6.5M | <0.01% | -2.7% |
| 97 | VANGUARD ASSET MANAGEMENT, Ltd#97 · 88,854 sh | 88,854 | $6.4M | <0.01% | +1.3% |
| 98 | Quantbot Technologies#98 · 87,516 sh | 87,516 | $6.3M | 0.25% | +335.4% |
| 99 | THIRD AVENUE MANAGEMENT#99 · 85,941 sh | 85,941 | $6.2M | 0.99% | New |
| 100 | PICTON MAHONEY ASSET MANAGEMENT#100 · 85,000 sh | 85,000 | $6.1M | 0.05% | New |
Funds that sold out of TMHC in Q2 2026 (101)
Held TMHC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
And 1 smaller position.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.