Who owns PulteGroup, Inc. (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-Q1 13F filings (latest filed 2026-05-18). 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
181 tracked funds added or opened PHM while 207 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 1030 tracked filers holding PHM, 490 increased or opened the position and 495 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 44
- VANGUARD CAPITAL MANAGEMENT LLC$1.5B
- VANGUARD PORTFOLIO MANAGEMENT LLC$962M
- VANGUARD FIDUCIARY TRUST CO$127M
- MENORA MIVTACHIM HOLDINGS LTD.$78M
- Vanguard Global Advisers, LLC$51M
- VANGUARD ASSET MANAGEMENT, Ltd$41M
Full exits 50
- VANGUARD GROUP INC$2.7B
- VIRGINIA RETIREMENT SYSTEMS ET Al$38M
- Brandywine Global Investment Management, LLC$18M
- Janney Montgomery Scott LLC$14M
- Trexquant Investment LP$10M
- COMERICA BANK$8M
Largest adds
- FRANKLIN RESOURCES INC$172M
- PRICE T ROWE ASSOCIATES INC /MD/$143M
- BALYASNY ASSET MANAGEMENT L.P.$72M
- FIRST TRUST ADVISORS LP$38M
- Amundi$38M
- UBS Group AG$36M
Largest trims
- BlackRock, Inc.$329M
- AGF MANAGEMENT LTD$159M
- FMR LLC$139M
- VICTORY CAPITAL MANAGEMENT INC$79M
- NORGES BANK$70M
- CITADEL ADVISORS LLC$43M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 16,322,985 | $1.9B | 9.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 14,978,904 | $1.8B | 8.3% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,506,660 | $1.5B | 6.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 8,886,057 | $1.0B | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,178,323 | $962M | 4.5% | 2026-Q1 |
| GREENHAVEN ASSOCIATES INC trimmed | 5,497,109 | $647M | 3.0% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 5,485,924 | $645M | 3.0% | 2026-Q1 |
| FMR LLC trimmed | 5,356,405 | $630M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,268,417 | $617M | 2.9% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 4,314,501 | $507M | 2.4% | 2026-Q1 |
| NORGES BANK trimmed | 3,856,814 | $396M | 1.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,146,857 | $370M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 2,917,809 | $343M | 1.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,655,679 | $312M | 1.5% | 2026-Q1 |
| Invesco Ltd. added | 2,343,957 | $276M | 1.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 2,247,863 | $264M | 1.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 2,245,245 | $264M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,998,766 | $235M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,991,935 | $234M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,963,175 | $231M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,812,942 | $213M | 1.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,549,730 | $182M | 0.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,488,935 | $175M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,469,176 | $173M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,449,117 | $170M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 1,446,589 | $170M | 0.8% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,438,871 | $169M | 0.8% | 2026-Q1 |
| Amundi added | 1,438,508 | $169M | 0.8% | 2026-Q1 |
| Nuveen, LLC added | 1,409,647 | $166M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,156,990 | $136M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,173,053 | $133M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,081,029 | $127M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,069,670 | $126M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 936,144 | $110M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 913,931 | $107M | 0.5% | 2026-Q1 |
| Pacer Advisors, Inc. added | 1,429,433 | $106M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 875,145 | $103M | 0.5% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 706,836 | $83M | 0.4% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 698,854 | $82M | 0.4% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB added | 689,235 | $80M | 0.4% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. new | 666,200 | $78M | 0.4% | 2026-Q1 |
| Quantinno Capital Management LP added | 650,025 | $76M | 0.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 613,670 | $72M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 579,064 | $68M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 572,100 | $67M | 0.3% | 2026-Q1 |
| Swedbank AB trimmed | 562,594 | $66M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 560,179 | $66M | 0.3% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 559,396 | $66M | 0.3% | 2026-Q1 |
| Vest Financial, LLC added | 513,876 | $60M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 498,666 | $59M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 499,780 | $59M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 496,098 | $58M | 0.3% | 2026-Q1 |
| MILFORD FUNDS LTD trimmed | 490,308 | $58M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 486,629 | $57M | 0.3% | 2026-Q1 |
| National Pension Service trimmed | 486,171 | $57M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 485,428 | $57M | 0.3% | 2026-Q1 |
| Pictet Asset Management Holding SA trimmed | 485,465 | $57M | 0.3% | 2026-Q1 |
| EFG International AG trimmed | 483,969 | $57M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 473,295 | $55M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 457,837 | $54M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 444,909 | $52M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 442,465 | $52M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 436,091 | $51M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 432,434 | $51M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 420,701 | $49M | 0.2% | 2026-Q1 |
| Homestead Advisers Corp trimmed | 415,194 | $49M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 396,241 | $47M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 370,068 | $44M | 0.2% | 2026-Q1 |
| STRS OHIO trimmed | 348,946 | $41M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 347,534 | $41M | 0.2% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 344,862 | $41M | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 342,547 | $40M | 0.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 341,318 | $40M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 341,028 | $40M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 329,830 | $39M | 0.2% | 2026-Q1 |
| CLOUGH CAPITAL PARTNERS L P added | 318,349 | $37M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 318,379 | $37M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 313,431 | $37M | 0.2% | 2026-Q1 |
| Junto Capital Management LP trimmed | 306,314 | $36M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 295,161 | $35M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 285,432 | $34M | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 285,301 | $34M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 274,092 | $32M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 262,643 | $31M | 0.1% | 2026-Q1 |
| EDMOND DE ROTHSCHILD HOLDING S.A. trimmed | 260,000 | $31M | 0.1% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC new | 252,163 | $30M | 0.1% | 2026-Q1 |
| Vontobel Holding Ltd. added | 251,214 | $30M | 0.1% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 247,631 | $29M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 243,863 | $29M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 241,299 | $28M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 229,036 | $27M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 224,907 | $26M | 0.1% | 2026-Q1 |
| Alyeska Investment Group, L.P. added | 224,459 | $26M | 0.1% | 2026-Q1 |
| FIL Ltd added | 223,369 | $26M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 221,981 | $26M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 22,688,961 | $2.7B | 12.5% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 544,415 | $57M | 0.3% | 2025-Q2 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 506,570 | $52M | 0.2% | 2025-Q1 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 326,531 | $38M | 0.2% | 2025-Q4 stale |
| 1832 Asset Management L.P. added | 223,700 | $30M | 0.1% | 2025-Q3 stale |
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.