VCP ScannerFree US Stock Screener & Financial AnalysisFree US Stock Screener
ScreenerThemesMarketEarningsCompareWatchlistInsider
PHMPulteGroup, Inc.
$126.96$24.4B
Research
OverviewAnalysis
Valuation
ValuationTargetsPrice
Financials
RevenueEarningsP/ERatiosDividend
Ownership
Holders
Tools
Total ReturnDCA Calculator
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Verify deeply. Act with conviction.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly stock ideas — free

Follow VCP Scanner on XFollow VCP Scanner on LinkedIn
© 2026 VCP Scanner
AboutPrivacyTerms
Not financial advice. Do your own research.
ScreenerNewsCompareWatchlist
HomeStocksPHMInstitutional Holders

PHM logoPulteGroup, Inc. (PHM) Institutional Ownership

Q1 2026 13F Data|Updated 2026-06-13

✨

Institutional ownership decreased this quarter (-2.04 pp), while top 10 holders maintain a highly concentrated 53.2% of value.

Institutional Ownership
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
81.6%$19.3B total value · ▼ 2.04 pp vs prior quarter
Smart Money Score
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
39 / 100
Bearish
Institutions & Flow1,016 holders+5 net flow (+121 / -116)

AI Insights & Key Takeaways

  • Positive Institutional Flow (+5)
  • Greenhaven Associates Inc maintains a significant position
  • Top 10 holders control 53.2% of institutional value
  • No Insider Signal

Top Institutional Holders of PHM

Ranked by reported Q1 2026 13F market value

Top 10 Holders
53.2%
Top 25 Holders
70.3%

Share of total reported institutional value in PHM held by the largest 10 / 25 filers.

#InstitutionShares HeldMarket ValueQoQ ChangeOwnership %% of Fund
1BlackRock, Inc.19.3M$2.26B+0.4%10.022%0.04%
2FRANKLIN RESOURCES INC15.0M$1.76B+10.5%7.796%0.43%
3VANGUARD CAPITAL MANAGEMENT LLC12.5M$1.47B—6.509%0.04%
4STATE STREET CORP8.9M$1.05B-2.5%4.625%0.04%
5VANGUARD PORTFOLIO MANAGEMENT LLC8.2M$961.9M—4.256%0.05%
6GREENHAVEN ASSOCIATES INC5.5M$646.5M-0.7%2.861%10.65%
7FMR LLC5.4M$632.4M-18.0%2.799%0.03%
8GEODE CAPITAL MANAGEMENT, LLC5.3M$617.3M+1.1%2.742%0.04%
9FIRST TRUST ADVISORS LP4.3M$507.4M+7.8%2.245%0.36%
10DIMENSIONAL FUND ADVISORS LP3.1M$370.0M+0.9%1.638%0.08%
11MORGAN STANLEY2.9M$343.2M+7.4%1.519%0.02%
12Invesco Ltd.2.4M$284.5M+7.2%1.259%0.04%
13MASSACHUSETTS FINANCIAL SERVICES CO /MA/2.2M$264.4M-4.0%1.170%0.09%
14CAISSE DE DEPOT ET PLACEMENT DU QUEBEC2.2M$264.1M+13.0%1.168%0.42%
15GOLDMAN SACHS GROUP INC2.1M$248.2M-1.3%1.098%0.03%
16NORTHERN TRUST CORP2.0M$234.3M-1.7%1.037%0.03%
17BANK OF AMERICA CORP /DE/2.0M$230.9M+4.3%1.022%0.02%
18AMERIPRISE FINANCIAL INC1.8M$213.2M+11.3%0.944%0.05%
19UBS ASSET MANAGEMENT AMERICAS INC1.5M$182.3M-10.0%0.807%0.04%
20AMERICAN CENTURY COMPANIES INC1.5M$175.1M-2.4%0.775%0.09%
21Bank of New York Mellon Corp1.5M$172.8M-6.4%0.765%0.03%
22CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.4M$170.4M+1.7%0.754%0.03%
23Legal & General Group Plc1.4M$170.1M+2.5%0.753%0.04%
24DEUTSCHE BANK AG\1.4M$169.2M-13.2%0.749%0.06%
25Amundi1.4M$169.2M+28.6%0.749%0.05%

denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PHM — a direct measure of their conviction.

Quarterly Institutional Activity

Filings activity in PHM during Q1 2026, grouped by how each filer changed its position.

OverviewNew Buyers121Added To514Trimmed371Exited116
  • BlackRock, Inc.$2.26B
  • FRANKLIN RESOURCES INC$1.76B
  • GEODE CAPITAL MANAGEMENT, LLC$617.3M
  • FIRST TRUST ADVISORS LP$507.4M
  • DIMENSIONAL FUND ADVISORS LP$370.0M
  • MORGAN STANLEY$343.2M
  • Invesco Ltd.$284.5M
  • CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$264.1M
  • BANK OF AMERICA CORP /DE/$230.9M
  • AMERIPRISE FINANCIAL INC$213.2M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$170.4M
  • Legal & General Group Plc$170.1M

PHM Institutional Ownership by Quarter

8 quarters of 13F filings · Δ columns show change vs prior quarter

QuarterInst. HoldersΔ HoldersOwnership %Δ OwnershipTotal 13F ValueΔ Value
Q1 20261,016+0.5%81.60%2.04 pp$19.31B2.4%
Q4 20251,011+5.4%83.64%12.47 pp$19.79B13%
Q3 2025959+3.5%96.11%+6.52 pp$22.74B+7.3%
Q2 20259271.1%89.59%+14.53 pp$21.20B+19%
Q1 20259372.3%75.06%5.86 pp$17.76B7.2%
Q4 20249591.1%80.92%26.11 pp$19.15B24%
Q3 2024970+6.0%107.03%+0.77 pp$25.33B+0.7%
Q2 2024915—106.26%—$25.15B—

Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.

PHM — Frequently Asked Questions

Quick answers to the most common questions about buying PHM stock.

What percentage of PHM is owned by institutions?

Based on Q1 2026 13F filings, institutional ownership of PulteGroup, Inc. stands at 81.6%, held across 1,016 reporting institutions.

Who is the largest institutional holder of PHM?

BlackRock, Inc. is the largest reported institutional holder of PHM, with approximately 19,256,894 shares worth $2.26B as of Q1 2026.

Is PHM a hedge fund favorite?

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PHM, including GREENHAVEN ASSOCIATES INC.

What is PHM's Smart Money Score?

Our composite Smart Money Score for PHM is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

How many institutions bought PHM this quarter?

121 institutions opened new positions in PHM during Q1 2026, while 116 fully exited. 514 added to existing positions and 371 trimmed.

How is institutional ownership of PHM changing?

PHM institutional ownership fell by 2.04 percentage points quarter-over-quarter, with a net change of +5 holders.

How concentrated is PHM ownership among the top holders?

The top 10 institutions account for 53.2% of all reported 13F value in PHM, and the top 25 account for 70.3%.

Where does this PHM institutional ownership data come from?

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.