As of the latest SEC filings, PULTEGROUP INC/MI/ (PHM) is held by 758 institutional funds. The largest fund shareholder is Putnam Large Cap Value Fund (PEYAX), holding an estimated $874,313,101.76 in market value, representing 1.74% of its portfolio.
Funds holding PULTEGROUP INC/MI/ (PHM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHM
- CIK:
- 0000822416
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PEYAX
Putnam Large Cap Value Fund
|
MF | Independent / Boutique | 1.74% | $874,313,101.76 | 7,145,416 | Apr 30, 2026 | Jun 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $718,397,633.44 | 6,108,304 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $574,108,157.77 | 4,881,457 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.25% | $488,502,779.02 | 4,153,582 | Mar 31, 2026 | May 28, 2026 |
|
RDVY
First Trust Rising Dividend Achievers ETF
|
ETF | First Trust | 1.87% | $371,699,701.23 | 3,160,443 | Mar 31, 2026 | May 21, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.05% | $340,332,969.20 | 2,480,561 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $290,629,364.08 | 2,471,128 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $261,997,091.97 | 2,227,677 | Mar 31, 2026 | May 28, 2026 |
|
QUAL
iShares MSCI USA Quality Factor ETF
|
ETF | BlackRock / iShares | 0.50% | $251,315,081.64 | 2,053,899 | Apr 30, 2026 | Jun 25, 2026 |
|
ITB
iShares U.S. Home Construction ETF
|
ETF | BlackRock / iShares | 9.17% | $219,052,858.96 | 1,862,536 | Mar 31, 2026 | May 22, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.09% | $209,254,652.25 | 1,779,225 | Mar 31, 2026 | May 28, 2026 |
|
PVAL
Putnam Focused Large Cap Value ETF
|
ETF | Independent / Boutique | 2.01% | $176,244,787.60 | 1,284,583 | Feb 27, 2026 | Apr 24, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.08% | $170,410,220.40 | 1,242,057 | Feb 28, 2026 | Apr 24, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $167,311,026.12 | 1,367,367 | Apr 30, 2026 | Jun 29, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.97% | $155,261,547.79 | 1,320,139 | Mar 31, 2026 | May 26, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.42% | $147,037,903.76 | 1,250,216 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $127,316,823.74 | 1,082,534 | Mar 31, 2026 | May 28, 2026 |
|
PAULX
T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
MF | T. Rowe Price | 0.74% | $121,472,547.62 | 1,032,842 | Mar 31, 2026 | May 28, 2026 |
|
XLY
State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.56% | $120,616,346.82 | 1,025,562 | Mar 31, 2026 | May 28, 2026 |
|
COWZ
Pacer US Cash Cows 100 ETF
|
ETF | Pacer | 0.58% | $104,891,764.04 | 857,239 | Apr 30, 2026 | Jun 29, 2026 |
|
RRMVX
T. Rowe Price Mid-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.61% | $90,562,757.86 | 770,026 | Mar 31, 2026 | May 28, 2026 |
|
LCCAX
Columbia Contrarian Core Fund
|
MF | Columbia Threadneedle | 0.55% | $89,742,794.40 | 654,102 | Feb 28, 2026 | Apr 27, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.18% | $88,033,492.68 | 719,463 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.18% | $87,184,528.22 | 741,302 | Mar 31, 2026 | May 28, 2026 |
|
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
|
ETF | First Trust | 0.82% | $83,146,271.26 | 706,966 | Mar 31, 2026 | May 21, 2026 |
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