PultegroupPHM

13F holders, Q1 2025 (March 31)
962holders −22
107new positions
129sold out
8famous investors
$102.76avg. 13F price*

At the end of Q1 2025, 962 institutions reported holding Pultegroup Inc. (PHM) in their 13F filings, down 22 from Q4 2024. 107 opened new positions and 129 sold out. The largest holders were Vanguard Group Inc. ($2.4B), BlackRock, Inc. ($2.2B) and Franklin Resources Inc. ($1.3B). 8 famous investors held it, including Ray Dalio (0.5% of Bridgewater Associates's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Jeremy Grantham (0.1% of GMO'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions107$267.3M
Exits129$269.6M

All 13F filers, Q4 2024 → Q1 2025: 13,533,922 shares bought and 14,595,892 shares sold, net −1,061,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 962 holders

Vanguard Group Inc. 0.04% Reduce -0.9% 23,487,789 $2.4B
BlackRock, Inc. 0.05% Reduce -2.3% 21,784,293 $2.2B
Franklin Resources Inc. 0.37% Add +2.2% 12,195,573 $1.3B
State Street Corp. 0.04% Reduce -6.5% 10,036,601 $1.0B
FMR LLC 0.05% Add +7.5% 7,727,023 $794.3M
Greenhaven Associates Inc. 9.13% Add +0.1% 5,587,328 $574.4M
Geode Capital Management, LLC 0.04% Add +3.0% 5,274,330 $540.5M
Norges Bank 0.06% Reduce -1.8% 3,856,814 $396.5M
Dimensional Fund Advisors LP 0.10% Reduce -8.6% 3,748,026 $385.2M
JPMorgan Chase & Co. 0.03% Add +37.0% 3,486,330 $358.4M
Morgan Stanley 0.02% Reduce -2.4% 3,081,063 $316.7M
LSV Asset Management 0.72% Reduce -3.9% 2,912,472 $299.4M
Invesco Ltd. 0.05% Reduce -8.6% 2,611,224 $268.4M
Ameriprise Financial Inc. 0.07% Add +11.8% 2,570,022 $264.2M
First Trust Advisors LP 0.23% Add +136.2% 2,516,178 $258.7M
Northern Trust Corp. 0.04% Reduce -5.0% 2,304,860 $236.9M
Nuveen, LLC 0.06% — 2,072,884 $213.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% Add +0.1% 2,036,295 $209.3M
Deutsche Bank AG 0.07% Reduce -1.2% 1,837,023 $188.8M
Goldman Sachs Group Inc. 0.03% Add +4.8% 1,728,374 $177.7M
T. Rowe Price Associates Inc. 0.02% Add +21.2% 1,579,792 $162.4M
Bank of America Corp. 0.01% Add +2.8% 1,552,371 $159.6M
Legal & General Group Plc 0.04% Reduce -0.8% 1,522,484 $156.5M
Bank of New York Mellon Corp 0.03% Reduce -5.4% 1,436,012 $147.6M
Victory Capital Management Inc. 0.15% Add +25.6% 1,397,409 $143.7M
Charles Schwab Investment Management Inc. 0.03% Add +1.7% 1,374,328 $141.3M
Caisse de depot et placement du Quebec 0.30% Add +10.8% 1,371,589 $141.0M
HSBC Holdings PLC 0.09% Reduce -4.0% 1,320,876 $135.7M
Squarepoint Ops LLC 0.32% Add +70.4% 1,270,548 $130.6M
Pacer Advisors, Inc. 0.31% Add +2586.8% 1,166,902 $120.0M
Citadel Advisors 0.12% Reduce -3.0% 1,159,423 $119.2M
Bridgewater Associates 0.50% Add +34.1% 1,050,725 $108.0M
AustralianSuper Pty Ltd 0.60% Add +219.2% 1,039,107 $106.8M
Arrowstreet Capital, Limited Partnership 0.08% Reduce -21.6% 985,173 $101.3M
Captrust Financial Advisors 0.25% Reduce -1.8% 979,525 $100.7M
Qube Research & Technologies Ltd 0.15% Add +24.7% 966,331 $99.3M
Amundi 0.04% Reduce -39.3% 994,155 $97.2M
Nordea Investment Management AB 0.09% Reduce -38.7% 872,843 $88.7M
UBS Group AG 0.02% Reduce -17.4% 860,819 $88.5M
Citigroup Inc. 0.06% Add +25.2% 796,297 $81.9M
BNP Paribas Financial Markets 0.06% Add +69.1% 757,103 $77.8M
Barclays PLC 0.03% Add +19.9% 734,210 $75.5M
Allspring Global Investments Holdings, LLC 0.13% Add +4.5% 715,783 $73.8M
Man Group plc 0.22% Reduce -30.5% 687,102 $70.6M
Clark Capital Management Group, Inc. 0.46% Reduce -18.6% 624,148 $64.2M
Assetmark, Inc. 0.17% Add +0.5% 618,601 $63.6M
Pictet Asset Management Holding SA 0.07% Add +1.9% 584,739 $60.1M
Swiss National Bank 0.04% Reduce -1.3% 578,500 $59.5M
Swedbank AB 0.08% Reduce -0.9% 559,337 $57.5M
Allianz Asset Management GmbH 0.08% Reduce -24.0% 539,216 $55.4M
CANADA LIFE ASSURANCE Co 0.10% Add +53.8% 527,593 $54.3M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -1.1% 525,662 $54.0M
Wells Fargo & Company 0.01% Reduce -27.8% 520,993 $53.6M
Alyeska Investment Group, L.P. 0.21% New 518,112 $53.3M
Russell Investments Group, Ltd. 0.07% Reduce -17.4% 515,224 $53.0M
Voloridge Investment Management, LLC 0.19% Add +17.0% 506,570 $52.1M
Raymond James Financial Inc. 0.02% Reduce -12.4% 486,302 $50.0M
AQR Capital Management 0.05% Reduce -66.9% 483,643 $48.7M
Danske Bank A/S 0.15% Add +75.2% 464,808 $47.8M
Homestead Advisers Corp 1.15% No change 455,800 $46.9M
National Pension Service 0.04% Add +13.3% 453,480 $46.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.13% Add +26.2% 433,815 $44.6M
Rhumbline Advisers 0.04% Add +10.1% 432,341 $44.4M
Marshall Wace, LLP 0.06% Add +102.8% 431,009 $44.3M
Brandywine Global Investment Management, LLC 0.30% Add +9.7% 406,254 $41.8M
QRG Capital Management, Inc. 0.41% Reduce -2.2% 386,223 $39.7M
California Public Employees Retirement System 0.03% Reduce -0.0% 369,994 $38.0M
Mackenzie Financial Corp. 0.05% Add +2.0% 364,118 $37.4M
LPL Financial LLC 0.01% Reduce -8.8% 356,020 $36.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +10.6% 349,906 $36.0M
American Century Companies Inc. 0.02% Add +8.9% 317,008 $32.6M
Envestnet Asset Management Inc. 0.01% Add +0.9% 315,927 $32.5M
Cohen & Steers, Inc. 0.06% New 313,394 $32.2M
Vest Financial, LLC 0.50% Add +1311.3% 312,723 $32.1M
Royal Bank of Canada 0.01% Reduce -30.5% 310,959 $32.0M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.23% — 307,331 $31.6M
GMO 0.10% Add +7.1% 299,703 $30.8M
Point72 Asset Management 0.09% New 296,926 $30.5M
Canada Pension Plan Investment Board 0.03% Add +87.6% 294,808 $30.3M
O'shaughnessy Asset Management, LLC 0.24% Reduce -13.8% 294,368 $30.3M
California State Teachers Retirement System 0.04% Reduce -1.9% 290,233 $29.8M
Aware Super Pty Ltd as trustee of Aware Super 0.50% No change 284,892 $29.3M
Mercer Global Advisors Inc. 0.07% Reduce -4.8% 278,469 $28.6M
Teacher Retirement System of Texas 0.12% Reduce -14.9% 269,667 $27.7M
Principal Financial Group Inc. 0.02% Reduce -3.0% 269,649 $27.7M
Edmond DE Rothschild Holding S.A. 0.48% Add +7.4% 265,000 $27.2M
Alliancebernstein L.P. 0.01% Reduce -53.2% 258,951 $26.6M
Mitsubishi UFJ Trust & Banking Corp 0.07% Add +1.1% 253,459 $26.1M
Storebrand Asset Management As 0.08% Reduce -0.6% 250,297 $25.7M
Korea Investment CORP 0.06% Add +31.1% 240,826 $24.8M
New York State Teachers Retirement System 0.06% Reduce -6.3% 240,354 $24.7M
Winslow Asset Management Inc. 5.39% Reduce -2.5% 237,772 $24.4M
State Board of Administration of Florida Retirement System 0.05% Reduce -1.9% 236,305 $24.3M
Macquarie Group Ltd. 0.03% Add +3.0% 226,173 $23.3M
Woodline Partners LP 0.15% Add +13.0% 225,440 $23.2M
Shelton Capital Management 0.54% Add +123.5% 219,897 $22.6M
Sei Investments Co. 0.03% Reduce -8.1% 210,381 $21.6M
Robeco Institutional Asset Management B.V. 0.04% Reduce -65.2% 208,856 $21.5M
Quantinno Capital Management LP 0.14% Add +212.3% 207,217 $21.3M
Zacks Investment Management 0.18% Reduce -10.5% 192,791 $19.8M

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

Show all 962 holders