MORGAN STANLEY

Position in PHM — Pultegroup Inc/Mi/

CIK 895421 NEW YORK, NY

Back to PHM Full portfolio

Position in PHM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$343,163,507

+$24,608,079 QoQ

Shares Held

2,917,809

+7.4% QoQ

Ownership

1.56%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Common Shares in PHM Over Time

Shares Held

Position Value (USD)

Position in Residential Construction

Consumer Cyclical · as of Mar 31, 2026

MORGAN STANLEY holds $2,081,749,241 across 21 Residential Construction names. PHM ranks #2 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DHI	Horton D R Inc /De/	3,843,868	$527,455,558
2	PHM	Pultegroup Inc/Mi/ This page	2,917,809	$343,163,507
3	LEN	Lennar Corp /New/	3,205,597	$278,374,034
4	NVR	Nvr Inc	32,181	$212,067,313
5	TOL	Toll Brothers, Inc.	1,273,748	$173,828,381
6	IBP	Installed Building Products, Inc.	652,040	$172,888,401
7	TMHC	Taylor Morrison Home Corp	1,490,215	$86,790,113
8	MTH	Meritage Homes CORP	952,973	$58,931,842

All Filings in PHM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$343,163,507	2,917,809	+7.4%	Shares	Defined	2026-05-15
2025-12-31	$318,555,428	2,716,659	-6.0%	Shares	Defined	2026-05-27
2025-09-30	$381,878,550	2,890,173	+4.9%	Shares	Defined	2026-05-27
2025-06-30	$290,625,921	2,755,793	-10.6%	Shares	Defined	2025-08-15
2025-03-31	$316,733,269	3,081,063	-2.4%	Shares	Defined	2025-05-15
2024-12-31	$343,903,361	3,157,974	+4.9%	Shares	Defined	2025-05-15
2024-09-30	$432,040,650	3,010,107	-1.3%	Shares	Defined	2025-05-14
2024-06-30	$335,832,849	3,050,253	+1.0%	Shares	Defined	2025-05-14
2024-03-31	$364,334,151	3,020,512	-0.9%	Shares	Defined	2024-10-17
2023-12-31	$314,541,679	3,047,294	-2.2%	Shares	Defined	2024-08-16
2023-09-30	$230,730,685	3,115,877	+2.0%	Shares	Defined	2023-11-15
2023-06-30	$237,228,809	3,053,924	-11.5%	Shares	Defined	2023-08-14
2023-03-31	$201,040,641	3,449,565	-7.9%	Shares	Defined	2023-05-15
2022-12-31	$170,522,862	3,745,286	+18.5%	Shares	Defined	2023-02-14
2022-09-30	$118,503,259	3,160,087	+3.0%	Shares	Defined	2022-11-14
2022-06-30	$121,561,176	3,067,403	+142.3%	Shares	Defined	2022-10-27
2022-03-31	$53,046,109	1,266,017	-28.8%	Shares	Defined	2022-10-27
2021-12-31	$101,615,843	1,777,744	+35.7%	Shares	Defined	2022-02-14
2021-09-30	$60,174,850	1,310,428	-8.0%	Shares	Defined	2021-11-15
2021-06-30	$77,735,835	1,424,516	-30.1%	Shares	Defined	2021-08-23
2021-03-31	$106,827,563	2,037,139	+23.5%	Shares	Defined	2021-05-17
2020-12-31	$71,130,834	1,649,602	+12.6%	Shares	Defined	2021-02-16
2020-09-30	$67,814,013	1,464,982	-9.1%	Shares	Defined	2020-11-13
2020-06-30	$54,857,752	1,612,041	+182.7%	Shares	Defined	2020-08-14
2020-03-31	$12,726,839	570,199	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.