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PHM · Pultegroup Inc · Holdings

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$121.19 +1.71 (+1.43%) At close · Oct 23
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$22.31B
Shares
184.09M
Volume · Oct 23 3.16M Avg daily vol (3M) 1.69M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of PHM: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 1,047
Total Value: $24,665,532,983
Total Shares: 180,506,197
Showing 1–100 of 1,079 holdings by value · page 1 of 11

Institutional Ownership Trend

27 quarters

Superinvestors Holding PHM

All superinvestors →
Joel Greenblatt $4,467,694 Ray Dalio $2,191,106

Holder Concentration

Across 1,053 13F filers
Top Holder
10.4%
Sep 2023 → Jun 2026 · range 10.4% – 12.6%
of institutional value
Top 5
35.5%
Sep 2023 → Jun 2026 · range 35.5% – 40.7%
of institutional value
Top 10
49.2%
Sep 2023 → Jun 2026 · range 47.5% – 52.2%
of institutional value
HHI
347
Sep 2023 → Jun 2026 · range 347 – 442
Broadly held

Who Holds PHM

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,045 filers, like-for-like change -1.3%; actively managed books -1.4%; index-like books -1.2%.

Holder type Share Filers Change
Registered adviser 34.8% 590 -4.1%
Exempt adviser 0.3% 4 +12.2%
Adviser 15.0% 21 +5.9%
Bank 11.2% 41 -0.5%
Insurer 0.4% 5 +2.8%
Broker-dealer 0.1% 3 -6.5%
Benefit plan 0.7% 8 -0.1%
Non-US 5.6% 18 -10.5%
Holding company 17.7% 15 -0.5%
Unknown 14.2% 340 -1.2%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 9 holders with no observed 2026-03-31 13F and 8 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd; JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

1,045 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
4
0.383% of filers hold it in their top 10
Mar 31, 2026: 5
Holders above 5%
2
median weight 0.020%
Mar 31, 2026: 2
Crowding
14.8%
of shares outstanding, 44th percentile
Mar 31, 2026: 16.4%
Private-fund advisers
14.3%
of shares outstanding
Institutional ownership
93.7%
94.3% of the estimated free float
Top 10 holders
49.7%
of 13F shares, Herfindahl 0.035
Active holders
-1.4%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (4 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 18.1 quarters
Under 1 year 17.7% 1 to 3 years 16.2% 3 years or more 66.1% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$98.25
estimated per share
Mar 31, 2026: $96.55
Quarter-end price
$137.13
implied by 13F values
Estimated gain or loss
+39.6%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 13.3% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies PHM's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 SYF Synchrony Financial 34
2 JPM Jpmorgan Chase & Co 164
3 BAC Bank Of America Corp 128
4 DHI Horton D R Inc 38
5 WMT Walmart Inc. 146
6 AVGO Broadcom Inc. 156
7 COST Costco Wholesale Corp 138
8 LLY ELI LILLY & Co 147
9 AAPL Apple Inc. 172
10 CSCO Cisco Systems, Inc. 136

Shareholder Targets

13F filers that own its peers but not PHM, quarter ended Jun 30, 2026

Found through its holder-overlap peers: SYF, JPM, BAC, DHI, WMT, AVGO, COST, LLY, AAPL, CSCO, MSFT, META, GOOGL, ABBV, JNJ, V, LRCX, NVDA, AMAT, AMZN. 6,255 filers in all.

# Filer In peers
1 Capital World Investors Adviser, Diversified active $242,719,706,120 19 held
2 Capital International Investors Adviser, Diversified active $159,014,087,324 17 held
3 Berkshire Hathaway Inc Insurer, Concentrated $131,258,756,781 4 held
4 LILLY ENDOWMENT INC Unknown, Unknown $108,400,867,760 1 held
5 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $76,967,621,372 17 held
6 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Registered adviser, Diversified active $59,812,014,443 19 held
7 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Unknown, Diversified active $50,252,921,522 20 held
8 Sanders Capital, LLC Registered adviser, Concentrated $48,387,768,287 13 held
9 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active $44,108,333,197 12 held
10 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $32,425,415,066 14 held

Fund Ownership of PHM by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 26.19% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.85% 8,925,587
Index ETFs 21.34% 39,288,792
Active ETFs 2.07% 3,811,863
Active funds 13.32% 24,511,883
Unclassified 2.35% 4,332,325
All registered funds 43.93% 80,870,450
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 585 Exempt adviser 6 Adviser 21 Bank 41 Insurer 5 Broker-dealer 4 Benefit plan 8 Non-US 19 Holding company 15 Unknown 343
Showing 100 of 1,079
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $2,570,522,591 10.42% 18,734,222
FRANKLIN RESOURCES INC $2,134,855,461 8.66% 15,559,037
VANGUARD CAPITAL MANAGEMENT LLC $1,709,338,031 6.93% 12,457,824
STATE STREET CORP $1,258,779,770 5.10% 9,174,111
VANGUARD PORTFOLIO MANAGEMENT LLC $1,119,447,543 4.54% 8,158,644
FMR LLC $828,360,918 3.36% 6,037,176
GREENHAVEN ASSOCIATES INC $748,610,762 3.04% 5,455,949
GEODE CAPITAL MANAGEMENT, LLC $723,477,457 2.93% 5,272,775
NORGES BANK $595,428,008 2.41% 4,339,538
PRICE T ROWE ASSOCIATES INC /MD/ $490,720,038 1.99% 3,576,416
DIMENSIONAL FUND ADVISORS LP $441,669,657 1.79% 3,218,932
FIRST TRUST ADVISORS LP $433,956,262 1.76% 3,162,716
LSV ASSET MANAGEMENT $375,237,105 1.52% 2,734,765
MORGAN STANLEY $351,995,644 1.43% 2,565,379
GOLDMAN SACHS GROUP INC $317,969,492 1.29% 2,317,393
Invesco Ltd. $316,316,517 1.28% 2,305,346
Nuveen, LLC $289,023,258 1.17% 2,106,430
Caisse de depot et placement du Quebec $287,030,833 1.16% 2,091,909
AMERIPRISE FINANCIAL INC $273,026,081 1.11% 1,989,841
BANK OF AMERICA CORP /DE/ $271,998,515 1.10% 1,982,352
NORTHERN TRUST CORP $267,181,619 1.08% 1,947,246
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $250,295,735 1.01% 1,824,180
AMERICAN CENTURY COMPANIES INC $219,830,178 0.89% 1,602,144
Legal & General Group Plc $204,326,133 0.83% 1,489,149
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $202,902,579 0.82% 1,478,774
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $197,401,825 0.80% 1,438,684
Bank of New York Mellon Corp $189,931,149 0.77% 1,384,237
DEUTSCHE BANK AG\ $185,659,941 0.75% 1,353,108
CAPTRUST FINANCIAL ADVISORS $160,105,135 0.65% 1,166,862
JPMORGAN CHASE & CO $150,268,405 0.61% 1,095,171
VANGUARD FIDUCIARY TRUST CO $146,734,157 0.59% 1,069,413
BARCLAYS PLC $135,354,371 0.55% 986,476
Public Sector Pension Investment Board $128,481,111 0.52% 936,383
VICTORY CAPITAL MANAGEMENT INC $125,029,456 0.51% 911,227
Amundi $123,233,239 0.50% 898,136
Pacer Advisors, Inc. $122,681,930 0.50% 894,118
Capital Research Global Investors $117,377,254 0.48% 855,457
NORDEA INVESTMENT MANAGEMENT AB $94,196,996 0.38% 686,517
UBS Group AG $93,536,192 0.38% 681,701
MENORA MIVTACHIM HOLDINGS LTD. $91,409,302 0.37% 666,200
HSBC HOLDINGS PLC $88,922,365 0.36% 648,075
RAYMOND JAMES FINANCIAL INC $88,111,733 0.36% 642,167
Zurcher Kantonalbank (Zurich Cantonalbank) $86,086,102 0.35% 627,404
CITIGROUP INC $81,892,827 0.33% 596,843
Schonfeld Strategic Advisors LLC $77,763,355 0.32% 566,747
Swedbank AB $77,501,559 0.31% 564,839
CANADA PENSION PLAN INVESTMENT BOARD $76,778,736 0.31% 559,571
Swiss National Bank $74,148,284 0.30% 540,400
Allspring Global Investments Holdings, LLC $73,620,984 0.30% 536,557
Quantinno Capital Management LP $73,115,778 0.30% 532,875
Freestone Grove Partners LP $72,746,272 0.29% 530,182
Thrivent Financial for Lutherans $72,079,980 0.29% 525,326
National Pension Service $70,580,549 0.29% 514,398
WELLS FARGO & COMPANY/MN $67,266,650 0.27% 490,246
BNP PARIBAS ARBITRAGE, SA $65,662,668 0.27% 478,556
Sumitomo Mitsui Trust Group, Inc. $65,619,996 0.27% 478,245
EFG International AG $65,342,693 0.26% 476,224
Mitsubishi UFJ Asset Management Co., Ltd. $63,334,352 0.26% 461,587
MARSHALL WACE, LLP $61,916,972 0.25% 451,257
Prana Capital Management, LP $60,513,040 0.25% 441,025
CANADA LIFE ASSURANCE Co $59,688,819 0.24% 435,018
ASSETMARK, INC $59,060,612 0.24% 508,880
ROYAL BANK OF CANADA $58,905,209 0.24% 429,307
California Public Employees Retirement System $58,108,846 0.24% 423,503
Vanguard Global Advisers, LLC $57,878,059 0.23% 421,821
Homestead Advisers Corp $57,119,699 0.23% 416,294
STRS OHIO $54,939,844 0.22% 400,407
Russell Investments Group, Ltd. $54,877,272 0.22% 399,951
VANGUARD ASSET MANAGEMENT, Ltd $53,424,497 0.22% 389,363
SEIZERT CAPITAL PARTNERS, LLC $52,242,158 0.21% 380,746
Pictet Asset Management Holding SA $51,625,674 0.21% 376,253
Rafferty Asset Management, LLC $51,555,834 0.21% 375,744
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $50,055,991 0.20% 364,813
RHUMBLINE ADVISERS $49,992,737 0.20% 364,352
ENVESTNET ASSET MANAGEMENT INC $49,334,129 0.20% 359,552
Alyeska Investment Group, L.P. $49,148,347 0.20% 358,198
Eurizon Capital SGR S.p.A. $46,892,340 0.19% 341,756
PRINCIPAL FINANCIAL GROUP INC $46,238,807 0.19% 336,993
AQR CAPITAL MANAGEMENT LLC $45,647,568 0.19% 332,684
JANE STREET GROUP, LLC $45,471,394 0.18% 331,400
BAMCO INC /NY/ $45,241,841 0.18% 329,727
CLOUGH CAPITAL PARTNERS L P $43,706,873 0.18% 318,540
MILFORD FUNDS LTD $42,828,729 0.17% 312,140
CITADEL ADVISORS LLC $40,847,417 0.17% 297,700
Allianz Asset Management GmbH $40,076,021 0.16% 292,078
TWO SIGMA INVESTMENTS, LP $39,693,618 0.16% 289,291
Assenagon Asset Management S.A. $39,163,518 0.16% 337,442
iA Global Asset Management Inc. $38,937,453 0.16% 283,780
FIL Ltd $37,828,385 0.15% 275,697
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $37,204,217 0.15% 271,148
ALLIANCEBERNSTEIN L.P. $35,752,123 0.14% 260,565
Grantham, Mayo, Van Otterloo & Co. LLC $33,944,244 0.14% 247,389
Teewinot Capital Advisers, L.L.C. $33,825,832 0.14% 246,526
Vest Financial, LLC $32,999,919 0.13% 284,335
SG Americas Securities, LLC $32,862,343 0.13% 239,504
EDMOND DE ROTHSCHILD HOLDING S.A. $32,244,350 0.13% 235,000
SUSQUEHANNA INTERNATIONAL GROUP, LLP $32,216,908 0.13% 234,800
Jefferies Financial Group Inc. $31,756,156 0.13% 231,442
NATIXIS ADVISORS, LLC $31,116,621 0.13% 226,781
MERCER GLOBAL ADVISORS INC /ADV $30,036,366 0.12% 218,908

Showing the top 100 of 1,079 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 822416 CUSIP 745867101 13F (30d) 223 filings 211 filers Visit website Investor relations