PulteGroup Inc (PHM) shareholders
PHMNYSEOperative BuildersFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 22, 2026Score 13/3025% above fair value
$127.01+0.11 (+0.09%)
Close on Nov 13, 2026Market cap $23.38BP/E 13.6Yield 0.72%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
97.1%
179M of 184M shares
Institutional holders
1,039
120 new, 98 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 8 sales
Net sold $26.41M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 21,338,135 | 10.10% | 13G (passive) amendment | Feb 29, 2024 |
| Franklin Resources, Inc. Joint filing with Putnam Investment Management LLC (5.90%) | 14,978,904 | 7.80% | 13G (passive) amendment | Mar 31, 2026 |
| Vanguard Capital Management | 14,428,435 | 7.53% | 13G (passive) | Mar 31, 2026 |
| Putnam Investments, LLC. d/b/a/ Putnam Investments | 11,008,695 | 5.10% | 13G (passive) | Dec 31, 2023 |
| State Street Corporation | 10,038,978 | 5.00% | 13G (passive) | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PHM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 18,734,222 | 10.18% | $2.57B | −522,672 | 0.04% |
| Franklin Resources Inc | 15,559,037 | 8.45% | $2.13B | +580,133 | 0.46% |
| Vanguard Capital Management LLC | 12,457,824 | 6.77% | $1.71B | −48,836 | 0.04% |
| State Street Corp | 9,174,111 | 4.98% | $1.26B | +288,054 | 0.04% |
| Vanguard Portfolio Management LLC | 8,158,644 | 4.43% | $1.12B | −19,679 | 0.05% |
| FMR LLC | 6,037,176 | 3.28% | $828.36M | +659,729 | 0.04% |
| Greenhaven Associates Inc | 5,455,949 | 2.96% | $748.61M | −41,160 | 8.64% |
| Geode Capital Management, LLC | 5,272,775 | 2.86% | $720.69M | +4,358 | 0.04% |
| Norges Bank | 4,339,538 | 2.36% | $595.43M | New | 0.06% |
| Price T Rowe Associates Inc /Md/ | 3,576,416 | 1.94% | $490.72M | −1,909,508 | 0.05% |
| Dimensional Fund Advisors LP | 3,218,932 | 1.75% | $441.70M | +72,075 | 0.08% |
| First Trust Advisors LP | 3,162,716 | 1.72% | $433.96M | −1,151,785 | 0.26% |
| Lsv Asset Management | 2,734,765 | 1.49% | $375.24M | +79,086 | 0.68% |
| Morgan Stanley | 2,565,379 | 1.39% | $352.00M | −352,430 | 0.02% |
| Goldman Sachs Group Inc | 2,317,393 | 1.26% | $317.97M | +318,627 | 0.03% |
| Invesco Ltd. | 2,305,346 | 1.25% | $316.32M | −113,479 | 0.03% |
| Nuveen, LLC | 2,106,430 | 1.14% | $289.02M | +696,783 | 0.07% |
| Caisse De Depot Et Placement Du Quebec | 2,091,909 | 1.14% | $287.03M | −153,336 | 0.41% |
| Ameriprise Financial Inc | 1,989,841 | 1.08% | $273.04M | +176,899 | 0.06% |
| Bank Of America Corp /De/ | 1,982,352 | 1.08% | $272.00M | +19,177 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,039 | 179M | 97.1% | 120 / 364 | 411 / 98 | 16M | 13M |
| Q1 2026 | 1,036 | 176M | 95.9% | 113 / 385 | 381 / 95 | 35M | 16M |
| Q4 2025 | 1,033 | 180M | 97.7% | 165 / 347 | 369 / 96 | 19M | 21M |
| Q3 2025 | 987 | 183M | 99.4% | 133 / 343 | 353 / 78 | 19M | 22M |
| Q2 2025 | 947 | 186M | 100.0% | 106 / 332 | 380 / 110 | 13M | 13M |
| Q1 2025 | 961 | 186M | 100.0% | 124 / 324 | 384 / 128 | 16M | 15M |
| Q4 2024 | 984 | 187M | 100.0% | 131 / 352 | 382 / 137 | 15M | 16M |
| Q3 2024 | 1,006 | 189M | 100.0% | 159 / 341 | 393 / 85 | 40M | 16M |
| Q2 2024 | 938 | 188M | 100.0% | 123 / 350 | 342 / 84 | 9M | 17M |
| Q1 2024 | 911 | 197M | 100.0% | 127 / 308 | 368 / 74 | 26M | 13M |
| Q4 2023 | 870 | 195M | 100.0% | 186 / 253 | 342 / 62 | 14M | 17M |
| Q3 2023 | 760 | 199M | 100.0% | 94 / 276 | 277 / 91 | 15M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
732 funds held PHM in Q2 2026, 51% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PHM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | 7,204,131 | 3.91% | $911.11M | 1.64% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 6,047,159 | 3.28% | $829.73M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 4,934,570 | 2.68% | $677.07M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 4,127,514 | 2.24% | $566.34M | 0.25% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 2,620,568 | 1.42% | $359.57M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,458,843 | 1.34% | $290.59M | 0.03% | May 31, 2026 |
| First Trust Rising Dividend Achievers ETF | 2,364,572 | 1.28% | $324.44M | 1.33% | Jun 30, 2026 |
| iShares U.S. Home Construction ETF | 1,811,858 | 0.98% | $248.61M | 9.55% | Jun 30, 2026 |
| Vanguard Value Index Fund | 1,811,505 | 0.98% | $248.56M | 0.10% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,572,576 | 0.85% | $198.88M | 0.21% | Jul 31, 2026 |
| Putnam Focused Large Cap Value ETF | 1,561,534 | 0.85% | $184.54M | 1.67% | May 29, 2026 |
| iShares MSCI USA Quality Factor ETF | 1,541,673 | 0.84% | $194.98M | 0.42% | Jul 31, 2026 |
| MFS Mid Cap Value Fund | 1,304,516 | 0.71% | $178.99M | 1.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 1,223,423 | 0.66% | $167.87M | 0.45% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 1,159,607 | 0.63% | $137.04M | 0.05% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ryan Marshall | Chief Exec Officer, President, Director | 656,721 | 0.36% | Feb 6, 2026 |
| Todd N. Sheldon | EVP, Gen Counsel, Corp Sec'y | 67,003 | 0.04% | Oct 27, 2026 |
| Kevin A. Henry | EVP and Chief People Officer | 12,580 | 0.01% | Jun 23, 2026 |
| Matthew William Koart | Exec. VP & COO | 28,100 | 0.02% | May 27, 2026 |
| James L. Ossowski | Exec VP and CFO | 49,000 | 0.03% | Feb 6, 2026 |
| Robert OShaughnessy | Exec. VP | 75,205 | 0.04% | Feb 6, 2026 |
| Brien P. O'Meara | Vice President & Controller | 8,601 | 0.00% | Feb 6, 2026 |
| Thomas J. Folliard | Director | 0 | – | Nov 9, 2026 |
| Bryce Blair | Director | 143,533 | 0.08% | Sep 11, 2026 |
| Lila Snyder | Director | 3,540 | 0.00% | May 8, 2026 |
| Kristin F. Gannon | Director | 1,799 | 0.00% | May 1, 2026 |
| Cheryl W. Grise | Director | 12,410 | 0.01% | May 1, 2026 |
| Andre J. Hawaux | Director | 75,326 | 0.04% | May 1, 2026 |
| Scott F. Powers | Director | 26,998 | 0.01% | May 1, 2026 |
| John R. Peshkin | Director | 5,615 | 0.00% | May 1, 2026 |
| Kristen Actis-Grande | Director | 4,867 | 0.00% | May 1, 2026 |
| Benjamin Schall | Director | 1,507 | 0.00% | May 1, 2026 |
| Brian P. Anderson | Director | 58,449 | 0.03% | May 1, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas J. Folliard Director | Nov 6, 2026 | Gift | −8,230 | – | – | 0 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Oct 26, 2026 | Gift | −2,750 | – | – | 67,003 |
| Bryce Blair Director | Jul 30, 2026 | Gift | +7,639 | – | – | 16,800 |
| Bryce Blair Director | Jul 30, 2026 | Gift | −7,639 | – | – | 126,733 |
| Kevin A. Henry EVP and Chief People Officer | Jun 22, 2026 | Tax withholding | −2,093 | $126.02 | $263.76K | 12,580 |
| Matthew William Koart Exec. VP & COO | May 27, 2026 | Sale | −7,457 | $120.00 | $894.84K | 28,100 |
| Matthew William Koart Exec. VP & COO | May 18, 2026 | Tax withholding | −6,861 | $111.77 | $766.85K | 35,557 |
| Lila Snyder Director | May 8, 2026 | Sale | −3,339 | $117.18 | $391.26K | 3,540 |
| Benjamin Schall Director | Apr 29, 2026 | Award | +1,507 | – | – | 1,507 |
| Bryce Blair Director | Apr 29, 2026 | Award | +1,507 | – | – | 134,372 |
| Kristen Actis-Grande Director | Apr 29, 2026 | Award | +1,507 | – | – | 4,867 |
| Andre J. Hawaux Director | Apr 29, 2026 | Award | +1,507 | – | – | 75,326 |
| Lila Snyder Director | Apr 29, 2026 | Award | +1,507 | – | – | 6,879 |
| Cheryl W. Grise Director | Apr 29, 2026 | Award | +1,507 | – | – | 12,410 |
| Kristin F. Gannon Director | Apr 29, 2026 | Award | +1,507 | – | – | 1,799 |
| Kevin A. Henry EVP and Chief People Officer | Feb 24, 2026 | Sale | −5,173 | $141.04 | $729.60K | 14,673 |
| Kristin F. Gannon Director | Feb 10, 2026 | Award | +292 | – | – | 292 |
| Brien P. O'Meara Vice President & Controller | Feb 6, 2026 | Sale | −4,000 | $135.51 | $542.04K | 8,601 |
| Matthew William Koart Exec. VP & COO | Feb 6, 2026 | Sale | −15,309 | $135.79 | $2.08M | 42,418 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Feb 6, 2026 | Sale | −14,220 | $135.01 | $1.92M | 69,753 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 5, 2026 | Gift | −3,750 | – | – | 655,642 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 5, 2026 | Sale | −111,250 | $133.86 | $14.89M | 659,392 |
| Thomas J. Folliard Director | Feb 5, 2026 | Sale | −37,000 | $134.04 | $4.96M | 8,230 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 4, 2026 | Award | +120,818 | – | – | 795,285 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 4, 2026 | Tax withholding | −53,813 | $130.87 | $7.04M | 741,472 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 4, 2026 | Award | +29,170 | – | – | 770,642 |
| Brien P. O'Meara Vice President & Controller | Feb 4, 2026 | Award | +1,010 | – | – | 12,601 |
| Brien P. O'Meara Vice President & Controller | Feb 4, 2026 | Tax withholding | −1,966 | $130.87 | $257.29K | 11,591 |
| Brien P. O'Meara Vice President & Controller | Feb 4, 2026 | Award | +4,489 | – | – | 13,557 |
| James L. Ossowski Exec VP and CFO | Feb 4, 2026 | Award | +8,112 | – | – | 20,055 |
| James L. Ossowski Exec VP and CFO | Feb 4, 2026 | Tax withholding | −3,657 | $130.87 | $478.59K | 16,398 |
| James L. Ossowski Exec VP and CFO | Feb 4, 2026 | Award | +6,283 | – | – | 22,681 |
| Robert OShaughnessy Exec. VP | Feb 4, 2026 | Tax withholding | −14,644 | $130.87 | $1.92M | 75,205 |
| Robert OShaughnessy Exec. VP | Feb 4, 2026 | Award | +4,114 | – | – | 79,319 |
| Robert OShaughnessy Exec. VP | Feb 4, 2026 | Award | +32,795 | – | – | 89,849 |
| Kevin A. Henry EVP and Chief People Officer | Feb 4, 2026 | Award | +9,304 | – | – | 21,041 |
| Kevin A. Henry EVP and Chief People Officer | Feb 4, 2026 | Award | +2,992 | – | – | 19,846 |
| Kevin A. Henry EVP and Chief People Officer | Feb 4, 2026 | Tax withholding | −4,187 | $130.87 | $547.95K | 16,854 |
| Matthew William Koart Exec. VP & COO | Feb 4, 2026 | Tax withholding | −13,246 | $130.87 | $1.73M | 49,125 |
| Matthew William Koart Exec. VP & COO | Feb 4, 2026 | Award | +8,602 | – | – | 57,727 |
| Matthew William Koart Exec. VP & COO | Feb 4, 2026 | Award | +28,350 | – | – | 62,371 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Feb 4, 2026 | Tax withholding | −6,920 | $130.87 | $905.62K | 79,485 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Feb 4, 2026 | Award | +15,535 | – | – | 86,405 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Feb 4, 2026 | Award | +4,488 | – | – | 83,973 |
| Ryan Marshall Chief Exec Officer, President, Director | Feb 2, 2026 | Tax withholding | −27,598 | $125.44 | $3.46M | 674,467 |
| James L. Ossowski Exec VP and CFO | Feb 2, 2026 | Tax withholding | −1,804 | $125.44 | $226.29K | 11,943 |
| Matthew William Koart Exec. VP & COO | Feb 2, 2026 | Tax withholding | −122 | $125.44 | $15.30K | 34,021 |
| Kevin A. Henry EVP and Chief People Officer | Feb 2, 2026 | Tax withholding | −56 | $125.44 | $7.02K | 11,737 |
| Brien P. O'Meara Vice President & Controller | Feb 2, 2026 | Tax withholding | −1,090 | $125.44 | $136.73K | 9,068 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Feb 2, 2026 | Tax withholding | −2,452 | $125.44 | $307.58K | 71,306 |
| Robert OShaughnessy Exec. VP | Feb 2, 2026 | Tax withholding | −7,210 | $125.44 | $904.42K | 57,054 |
| Todd N. Sheldon EVP, Gen Counsel, Corp Sec'y | Nov 12, 2025 | Gift | −1,000 | – | – | 73,758 |
| Lila Snyder Director | Nov 6, 2025 | Gift | −1,000 | – | – | 5,372 |
| Brien P. O'Meara Vice President & Controller | Aug 14, 2025 | Sale | −814 | $127.97 | $104.17K | 10,558 |
| Brien P. O'Meara Vice President & Controller | Aug 14, 2025 | Gift | −400 | – | – | 10,158 |
| Robert OShaughnessy Exec. VP | Aug 14, 2025 | Sale | −21,927 | $128.03 | $2.81M | 64,264 |
| Brian P. Anderson Director | Apr 30, 2025 | Award | +1,832 | – | – | 58,449 |
| Andre J. Hawaux Director | Apr 30, 2025 | Award | +1,832 | – | – | 73,819 |
| Bryce Blair Director | Apr 30, 2025 | Award | +1,832 | – | – | 132,865 |
| Lila Snyder Director | Apr 30, 2025 | Award | +1,832 | – | – | 6,372 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.35%
8M shares short
Days to cover
3.2
At 2M shares a day
Change since last report
-1.4%
From 8M shares
Short volume, 20 days
69.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of PulteGroup's stock actually held short. Settlement fails (shares not delivered on time) peaked at 99,762 shares on Sep 24, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John R. Peshkin Director | Jul 30, 2026 | 8,998 | $1.17M | Aug 5, 2026 | Board of Directors Compensation |
| Matthew William Koart Officer | May 27, 2026 | 7,457 | $894.84K | May 27, 2026 | Restricted Stock Vesting |
| Lila Snyder Director | May 8, 2026 | 3,339 | $391.26K | May 8, 2026 | Restricted Stock Vesting |
| Kevin A. Henry Officer | Feb 24, 2026 | 5,173 | $729.58K | Feb 24, 2026 | Restricted Stock Vesting |
| Brien P. O'Meara Officer | Feb 6, 2026 | 4,000 | $542.04K | Feb 6, 2026 | Restricted Stock Vesting |
| Matthew William Koart Officer | Feb 6, 2026 | 15,309 | $2.08M | Feb 6, 2026 | Restricted Stock Vesting |
| Todd N. Sheldon Officer | Feb 6, 2026 | 14,220 | $1.92M | Feb 6, 2026 | Restricted Stock Vesting |
| Thomas J. Folliard Director | Feb 5, 2026 | 37,000 | $4.96M | Feb 5, 2026 | Acquired as compensation -- Restricted Stock Units |
| Ryan Marshall Officer | Feb 5, 2026 | 111,250 | $14.91M | Feb 5, 2026 | Acquired as compensation -- Restricted Stock Units |
| Brien P. O'Meara Officer | Aug 14, 2025 | 814 | $104.17K | Aug 14, 2025 | Restricted Stock Vesting |
| Robert OShaughnessy Officer | Aug 14, 2025 | 21,927 | $2.81M | Aug 14, 2025 | Restricted Stock Vesting |
| Todd N. Sheldon Officer | Feb 13, 2025 | 15,191 | $1.62M | Feb 13, 2025 | Restricted Stock Vesting |
| Brien P. O'Meara Officer | Feb 13, 2025 | 3,500 | $372.40K | Feb 13, 2025 | Restricted Stock Vesting |
| Brian P. Anderson Director | Feb 10, 2025 | 2,500 | $266.13K | Feb 10, 2025 | Restricted Stock Vesting |
| Thomas J. Folliard Director | Aug 28, 2024 | 19,000 | $2.54M | Aug 28, 2024 | Acquired as compensation -- Restricted Stock Units |
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