PHM PulteGroup, Inc.
PulteGroup, Inc. (PHM) Institutional Ownership
What the institutions did with PHM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Only 9 managers reported a position this quarter, so the percentages above describe a very small sample.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Versant Capital Management, Inc | 3.9K | 29.1% |
| CX Institutional | 3.6K | 26.5% |
| EASTERN BANK | 3.1K | 23.4% |
| General Partner, Inc. | 718 | 5.3% |
| Polaris Financial Partners | 694 | 5.2% |
| Miller Global Investments, LLC | 648 | 4.8% |
| MassMutual Private Wealth & Trust, FSB | 407 | 3.0% |
| Sarver Vrooman Wealth Advisors | 327 | 2.4% |
| Planning Strategies Inc. | 12 | 0.1% |
| Noble Wealth Management PBC | 10 | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| EASTERN BANK | Reduced | 6.6K | 3.1K | -3.5K |
| Miller Global Investments, LLC | New | 0 | 648 | +648 |
| Versant Capital Management, Inc | Reduced | 4.1K | 3.9K | -226 |
| CX Institutional | Reduced | 3.7K | 3.6K | -134 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 459 | 407 | -52 |
| Noble Wealth Management PBC | New | 0 | 10 | +10 |
| Planning Strategies Inc. | Increased | 10 | 12 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.