Who owns PulteGroup (PHM)
Which tracked institutional funds hold PHM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PHM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
339 tracked funds added or opened PHM while 147 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PHM’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PHM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PHM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 978 tracked filers holding PHM, 461 increased or opened the position and 551 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PHM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 28
- Capital Research Global Investors$117M
- BAMCO INC /NY/$45M
- TUDOR INVESTMENT CORP ET AL$25M
- Sophron Capital Management L.P.$10M
- ASR Vermogensbeheer N.V.$9M
- Nykredit A/S$8M
Full exits 83
- LSV ASSET MANAGEMENT$312M
- Amundi$169M
- Pacer Advisors, Inc.$106M
- CANADA LIFE ASSURANCE Co$59M
- Junto Capital Management LP$36M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$26M
Largest adds
- BlackRock, Inc.$651M
- FRANKLIN RESOURCES INC$373M
- VANGUARD CAPITAL MANAGEMENT LLC$238M
- STATE STREET CORP$214M
- NORGES BANK$199M
- FMR LLC$198M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$154M
- AustralianSuper Pty Ltd$74M
- FIRST TRUST ADVISORS LP$73M
- BALYASNY ASSET MANAGEMENT L.P.$57M
- Squarepoint Ops LLC$45M
- PFA Pension, Forsikringsaktieselskab$38M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 18,734,222 | $2.6B | 12.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 15,559,037 | $2.1B | 10.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 12,457,824 | $1.7B | 8.0% | 2026-Q2 |
| STATE STREET CORP added | 9,174,111 | $1.3B | 5.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,158,644 | $1.1B | 5.2% | 2026-Q2 |
| FMR LLC added | 6,037,176 | $828M | 3.9% | 2026-Q2 |
| GREENHAVEN ASSOCIATES INC trimmed | 5,455,949 | $749M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,272,775 | $721M | 3.4% | 2026-Q2 |
| NORGES BANK added | 4,339,538 | $595M | 2.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 3,576,416 | $491M | 2.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,218,932 | $442M | 2.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 3,162,716 | $434M | 2.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,565,379 | $352M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,317,393 | $318M | 1.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 2,305,346 | $316M | 1.5% | 2026-Q2 |
| Nuveen, LLC added | 2,106,430 | $289M | 1.4% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 2,091,909 | $287M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,989,841 | $273M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,982,352 | $272M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,947,246 | $267M | 1.3% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 1,824,180 | $250M | 1.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,602,144 | $220M | 1.0% | 2026-Q2 |
| Legal & General Group Plc added | 1,489,149 | $204M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,478,774 | $203M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,438,684 | $197M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,384,237 | $190M | 0.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,353,108 | $186M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,166,862 | $160M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,095,171 | $151M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 1,069,413 | $147M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 986,476 | $135M | 0.6% | 2026-Q2 |
| Public Sector Pension Investment Board added | 936,383 | $128M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 911,227 | $125M | 0.6% | 2026-Q2 |
| Capital Research Global Investors new | 855,457 | $117M | 0.6% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 686,517 | $95M | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 681,701 | $94M | 0.4% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 666,200 | $91M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 648,075 | $89M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 642,167 | $88M | 0.4% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 627,404 | $86M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 596,843 | $82M | 0.4% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 566,747 | $78M | 0.4% | 2026-Q2 |
| Swedbank AB added | 564,839 | $78M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 559,571 | $77M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 540,400 | $74M | 0.3% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 536,557 | $71M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 532,875 | $73M | 0.3% | 2026-Q2 |
| Freestone Grove Partners LP added | 530,182 | $73M | 0.3% | 2026-Q2 |
| National Pension Service added | 514,398 | $71M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 490,246 | $67M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 478,556 | $66M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 478,245 | $66M | 0.3% | 2026-Q2 |
| EFG International AG trimmed | 476,224 | $65M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 461,587 | $63M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 455,101 | $62M | 0.3% | 2026-Q2 |
| MARSHALL WACE, LLP added | 451,257 | $62M | 0.3% | 2026-Q2 |
| Prana Capital Management, LP added | 441,025 | $61M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 429,307 | $59M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 423,503 | $58M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 421,821 | $58M | 0.3% | 2026-Q2 |
| Homestead Advisers Corp added | 416,294 | $57M | 0.3% | 2026-Q2 |
| STRS OHIO added | 400,407 | $55M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 399,951 | $55M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 389,363 | $53M | 0.3% | 2026-Q2 |
| Vest Financial, LLC trimmed | 383,925 | $53M | 0.2% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC added | 380,746 | $52M | 0.2% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 376,253 | $52M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 375,744 | $52M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 364,813 | $50M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 364,352 | $50M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 359,552 | $49M | 0.2% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 358,198 | $49M | 0.2% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 341,756 | $47M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 336,993 | $46M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 332,684 | $46M | 0.2% | 2026-Q2 |
| BAMCO INC /NY/ new | 329,727 | $45M | 0.2% | 2026-Q2 |
| CLOUGH CAPITAL PARTNERS L P added | 318,540 | $44M | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. added | 315,201 | $43M | 0.2% | 2026-Q2 |
| MILFORD FUNDS LTD trimmed | 312,140 | $43M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH added | 295,366 | $35M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 289,291 | $40M | 0.2% | 2026-Q2 |
| FIL Ltd added | 275,697 | $38M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 271,148 | $37M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 260,565 | $31M | 0.1% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 247,389 | $34M | 0.2% | 2026-Q2 |
| Teewinot Capital Advisers, L.L.C. added | 246,526 | $34M | 0.2% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 235,000 | $32M | 0.2% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 231,442 | $32M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 218,908 | $30M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 206,730 | $28M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 206,704 | $28M | 0.1% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc trimmed | 203,052 | $28M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 199,920 | $27M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 199,148 | $27M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 197,851 | $27M | 0.1% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT added | 188,500 | $26M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 187,285 | $26M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 185,438 | $25M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 181,560 | $25M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 180,775 | $25M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.