PultegroupPHM

13F holders, Q4 2024 (December 31)
984holders −22
70new positions
132sold out
8famous investors
$108.93avg. 13F price*

At the end of Q4 2024, 984 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, down 22 from Q3 2024. 70 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($2.6B), BlackRock, Inc. ($2.4B) and Franklin Resources Inc. ($1.3B). 8 famous investors held it, including Ray Dalio (0.4% of Bridgewater Associates's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
Pultegroup Inc.
Sector
Consumer Discretionary
CUSIP
745867101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 911Q1 2024Q2 2024: 938Q2 2024Q3 2024: 1,006Q3 2024Q4 2024: 984Q4 2024Q1 2025: 962Q1 2025Q2 2025: 947Q2 2025Q3 2025: 987Q3 2025Q4 2025: 1,034Q4 2025Q1 2026: 1,037Q1 2026Q2 2026: 1,045Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions70$308.6M
Exits132$364.2M

All 13F filers, Q3 2024 → Q4 2024: 13,397,671 shares bought and 15,554,828 shares sold, net −2,157,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 984 holders

Vanguard Group Inc. 0.04% Reduce -0.8% 23,691,583 $2.6B
BlackRock, Inc. 0.05% Add +0.9% 22,304,952 $2.4B
Franklin Resources Inc. 0.37% Add +6.1% 11,937,866 $1.3B
State Street Corp. 0.05% Add +1.9% 10,737,235 $1.2B
FMR LLC 0.05% Reduce -20.5% 7,185,802 $782.5M
Greenhaven Associates Inc. 9.00% Reduce -0.2% 5,584,228 $608.1M
Geode Capital Management, LLC 0.04% Add +1.3% 5,120,878 $556.5M
Dimensional Fund Advisors LP 0.11% Reduce -4.3% 4,099,377 $446.4M
Norges Bank 0.06% Add +5.6% 3,926,185 $427.6M
Morgan Stanley 0.02% Add +4.9% 3,157,974 $343.9M
LSV Asset Management 0.76% Reduce -6.9% 3,029,572 $329.9M
Invesco Ltd. 0.06% Reduce -25.9% 2,857,387 $311.2M
JPMorgan Chase & Co. 0.02% Add +54.6% 2,543,840 $277.0M
Northern Trust Corp. 0.04% Add +14.9% 2,425,941 $264.2M
Ameriprise Financial Inc. 0.06% Reduce -19.0% 2,298,105 $250.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +9.1% 2,033,776 $221.5M
Deutsche Bank AG 0.08% Add +14.3% 1,859,029 $202.4M
Amundi 0.06% Add +77.9% 1,636,562 $180.8M
Goldman Sachs Group Inc. 0.03% Reduce -23.2% 1,648,417 $179.5M
Legal & General Group Plc 0.04% Reduce -0.4% 1,534,006 $167.1M
Bank of New York Mellon Corp 0.03% Reduce -0.4% 1,517,570 $165.3M
Bank of America Corp. 0.02% Reduce -18.6% 1,510,098 $164.4M
Nuveen Asset Management, LLC 0.05% Reduce -3.1% 1,474,212 $160.5M
AQR Capital Management 0.20% Add +9.6% 1,459,297 $158.9M
Nordea Investment Management AB 0.16% Add +10.0% 1,424,119 $155.9M
HSBC Holdings PLC 0.09% Add +14.1% 1,376,331 $149.9M
Charles Schwab Investment Management Inc. 0.03% Add +1.5% 1,351,491 $147.2M
T. Rowe Price Associates Inc. 0.02% Add +15.8% 1,303,715 $142.0M
Arrowstreet Capital, Limited Partnership 0.11% Reduce -19.4% 1,256,330 $136.8M
Caisse de depot et placement du Quebec 0.28% Add +10.6% 1,238,096 $134.8M
Citadel Advisors 0.12% New 1,195,561 $130.2M
Victory Capital Management Inc. 0.12% Add +8.5% 1,112,782 $121.2M
First Trust Advisors LP 0.10% Add +45.5% 1,065,190 $116.0M
UBS Group AG 0.03% Add +20.2% 1,042,526 $113.5M
Captrust Financial Advisors 0.31% Add +4.1% 996,970 $108.6M
Man Group plc 0.34% Add +136.8% 988,963 $107.7M
Bridgewater Associates 0.39% Add +118.8% 783,581 $85.3M
Qube Research & Technologies Ltd 0.14% Add +768.7% 774,847 $84.4M
Clark Capital Management Group, Inc. 0.58% Add +0.4% 766,261 $83.4M
Squarepoint Ops LLC 0.21% Add +122.1% 745,553 $81.2M
Wells Fargo & Company 0.02% Reduce -29.5% 721,746 $78.6M
Allianz Asset Management GmbH 0.11% Reduce -30.1% 709,341 $77.2M
Allspring Global Investments Holdings, LLC 0.12% Reduce -20.5% 684,625 $73.8M
Millennium Management 0.06% Add +171.8% 636,858 $69.4M
Citigroup Inc. 0.07% Reduce -2.7% 635,905 $69.3M
Russell Investments Group, Ltd. 0.09% Reduce -5.1% 624,015 $68.0M
Assetmark, Inc. 0.18% Add +1.6% 615,447 $67.0M
Barclays PLC 0.03% Add +27.8% 612,320 $66.7M
Robeco Institutional Asset Management B.V. 0.12% Reduce -15.5% 600,507 $65.4M
Swiss National Bank 0.04% Reduce -6.1% 586,300 $63.8M
Pictet Asset Management Holding SA 0.07% Add +0.2% 574,023 $62.5M
Swedbank AB 0.08% Reduce -1.8% 564,197 $61.4M
Raymond James Financial Inc. 0.02% — 555,274 $60.5M
Alliancebernstein L.P. 0.02% Reduce -48.4% 552,944 $60.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -0.9% 531,426 $57.9M
Homestead Advisers Corp 1.20% Add +4.0% 455,800 $49.6M
BNP Paribas Financial Markets 0.04% Add +50.8% 447,692 $48.8M
Royal Bank of Canada 0.01% Reduce -4.2% 447,213 $48.7M
Lord, Abbett & Co. LLC 0.16% Add +17.2% 441,466 $48.1M
Voloridge Investment Management, LLC 0.17% New 432,808 $47.1M
National Pension Service 0.04% Reduce -8.5% 400,259 $43.6M
QRG Capital Management, Inc. 0.44% Reduce -4.3% 395,079 $43.0M
Rhumbline Advisers 0.04% Reduce -1.6% 392,565 $42.8M
LPL Financial LLC 0.02% Add +11.2% 390,579 $42.5M
Brandywine Global Investment Management, LLC 0.29% Add +14.7% 370,296 $40.3M
California Public Employees Retirement System 0.03% Reduce -7.7% 370,030 $40.3M
Mackenzie Financial Corp. 0.05% Reduce -28.2% 356,937 $38.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.11% Reduce -34.1% 343,839 $37.4M
CANADA LIFE ASSURANCE Co 0.06% Reduce -4.9% 342,971 $37.3M
O'shaughnessy Asset Management, LLC 0.32% Add +0.5% 341,509 $37.2M
Jane Street Group, LLC 0.06% Add +47.8% 338,052 $36.8M
AustralianSuper Pty Ltd 0.17% Reduce -3.8% 325,573 $35.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +2.9% 316,252 $34.8M
Teacher Retirement System of Texas 0.12% Add +32.2% 316,811 $34.5M
Envestnet Asset Management Inc. 0.01% Reduce -13.2% 312,997 $34.1M
California State Teachers Retirement System 0.04% Reduce -12.6% 295,692 $32.2M
Mercer Global Advisors Inc. 0.08% Reduce -8.8% 292,558 $31.9M
American Century Companies Inc. 0.02% Reduce -11.0% 291,109 $31.7M
Aware Super Pty Ltd as trustee of Aware Super 0.49% — 284,892 $31.0M
GMO 0.10% Add +68.5% 279,792 $30.5M
Principal Financial Group Inc. 0.02% Reduce -16.3% 277,957 $30.3M
Twinbeech Capital LP 0.52% New 277,741 $30.2M
Janney Montgomery Scott LLC 0.08% Reduce -12.2% 265,962 $29.0M
Danske Bank A/S 0.09% Reduce -32.8% 265,335 $28.9M
New York State Teachers Retirement System 0.06% Reduce -0.7% 256,622 $27.9M
Los Angeles Capital Management LLC 0.11% Reduce -72.4% 252,470 $27.5M
Storebrand Asset Management As 0.08% Reduce -9.1% 251,741 $27.4M
Mitsubishi UFJ Trust & Banking Corp 0.06% Reduce -5.2% 250,626 $27.3M
Andra AP-fonden 0.44% Add +15.2% 250,000 $27.2M
Moran Wealth Management, LLC 0.86% Reduce -2.7% 248,180 $27.0M
Edmond DE Rothschild Holding S.A. 0.46% Add +23.4% 246,719 $26.9M
Winslow Asset Management Inc. 5.29% Reduce -6.4% 243,836 $26.6M
Bank of Montreal 0.01% Reduce -19.3% 243,415 $26.5M
State Board of Administration of Florida Retirement System 0.05% Reduce -4.6% 240,945 $26.2M
Schroder Investment Management Group 0.02% Reduce -18.4% 236,010 $25.7M
Regions Financial Corp. 0.19% Add +0.2% 232,893 $25.4M
Sei Investments Co. 0.03% Reduce -23.9% 228,958 $24.9M
Tidal Investments LLC 0.20% Add +28.8% 223,715 $24.4M
Retirement Systems of Alabama 0.09% Reduce -0.4% 220,780 $24.0M
Zacks Investment Management 0.22% Reduce -17.9% 215,356 $23.5M

"% of holder's portfolio" is PHM's weight in each manager's 13F, not the share of Pultegroup Inc. the manager owns.

Show all 984 holders