🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

PulteGroup, Inc.

PHM Consumer Discretionary
$116.43 +$0.13 (0.11%)
Market Cap: $22.18 B
Gurus Holding
10
Popularity Rank
#439
% of Shares Held
0.51%
Net Activity (Q1 2026)
+$14.1 M

Guru Ownership Trend

Guru Analysis for PulteGroup, Inc. (PHM)

PulteGroup, Inc. (PHM), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $112.03 M.

Top institutional holders include Cliff Asness and Jeremy Grantham.

Institutional sentiment is currently Bullish. This is evidenced by a $14.1 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 526.7%. Conversely, Ray Dalio reduced exposure by 76.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$28.47 M
Total Buy Value
New Buys 0
Additions 6
-$14.38 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for PulteGroup, Inc. (PHM)

Major holders include Cliff Asness ($37.55 M), Jeremy Grantham ($29.12 M), Renaissance Technologies (RenTech) ($22.82 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 962,200 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $14.1 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited PHM. The total reported sell value was $14.38 M.

Yes, 0 managers opened new positions in PHM, and 6 increased their existing holdings. The total reported buy value was $28.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Reduce -8.7% 323,732 $37.55 M Q1 2026
0.07% Add 13.6% 247,631 $29.12 M Q1 2026
0.04% Add 526.7% 194,067 $22.82 M Q1 2026
0.03% Add 119.5% 89,003 $10.47 M Q1 2026
0.08% Reduce -1.4% 71,062 $8.36 M Q1 2026
0.01% Reduce -76.5% 24,766 $2.91 M Q1 2026
0.01% Reduce -12.4% 6,995 $822,682 Q1 2026
0.00% Add 34.2% 3,031 $356,476 Q1 2026
0.00% Add 3.3% 1,804 $212,264 Q1 2026
0.00% Add 127.1% 109 $12,395 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form