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Pultegroup Inc

PHM
Exchange
NYSE
Industry
Operative Builders
SEC CIK
0000822416

No open-market purchases or sales by Pultegroup Inc insiders were filed in the last 90 days; 1,045 institutions reported holding it in 13F filings for Q2 2026, worth $24.5B in total; Greenhaven Associates is the only superinvestor holding it.

13F holders, Q1 2025

Institutional positions in Pultegroup Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
962
−4 vs. Q4 2024
Shares held
185.7M
+1.52M (+0.8%) vs. Q4 2024
Total value
$19.1B
−$979.9M (−4.9%) vs. Q4 2024
New holders
125
326 more added
Sold out
129
382 more reduced

19 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PHM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 962 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ1 2025: $19.1B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2024.

Institutions holding PHM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc0$10.00%0New
Principia Wealth Advisory, LLC2$1940.00%−3−60.0%Reduced
Stonebridge Financial Group, LLC2$2060.00%+2New
ROSS\JOHNSON & Associates LLC2$2060.00%+2New
Bear Mountain Capital, Inc.3$3070.00%+3New
Ruedi Wealth Management, Inc.3$3080.00%00.0%Unchanged
GoalVest Advisory LLC3$3080.00%+3New
HFM Investment Advisors, LLC3$3090.00%+3New
WestEnd Advisors, LLC4$4110.00%+3+300.0%Added
Crewe Advisors LLC4$4120.00%00.0%Unchanged
NVWM, LLC5$5140.00%−5−50.0%Reduced
Transce3nd, LLC5$5140.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC6$6170.00%−1−14.3%Reduced
Abound Wealth Management6$6170.00%00.0%Unchanged
Highline Wealth Partners LLC8$8220.00%00.0%Unchanged
Trust Co of Vermont9$9250.00%00.0%Unchanged
Sachetta, LLC9$9260.00%−11−55.0%Reduced
TFC Financial Management9$9260.00%−8−47.1%Reduced
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Parkworth Wealth Management, Inc.10$1.03K0.00%00.0%Unchanged
Chesapeake Asset Management LLC10$1.03K0.00%+10New
Garde Capital, Inc.10$1.03K0.00%+10New
WealthTrak Capital Management LLC11$1.13K0.00%−1−8.3%Reduced
Raffa Wealth Management, LLC11$1.13K0.00%00.0%Unchanged
BankPlus Trust Department11$1.13K0.00%00.0%Unchanged
Binnacle Investments Inc11$1.13K0.00%+11New
Zions Bancorporation, National Association15$1.54K0.00%+15New
Osterweis Capital Management Inc15$1.54K0.00%+15New
S&T Bank15$1.54K0.00%+15New
Rialto Wealth Management, LLC15$1.54K0.00%+15New
Dogwood Wealth Management LLC15$1.54K0.00%+15New
North Star Investment Management Corp.16$1.65K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC20$2.06K0.00%00.0%Unchanged
Hughes Financial Services, LLC20$2.06K0.00%+20New
Asset Dedication, LLC21$2.16K0.00%−5−19.2%Reduced
GHP Investment Advisors, Inc.22$2.26K0.00%00.0%Unchanged
Flaharty Asset Management, LLC22$2.26K0.00%+22New
Redwood Park Advisors LLC24$2.47K0.00%+2+9.1%Added
Pineridge Advisors LLC28$2.90K0.00%00.0%Unchanged
DAGCO, Inc.29$2.98K0.00%+29New
Trifecta Capital Advisors, LLC31$3.19K0.00%00.0%Unchanged
Heritage Wealth Advisors32$3.29K0.00%−7−17.9%Reduced
Cape Investment Advisory, Inc.36$3.70K0.00%−1−2.7%Reduced
Valley National Advisers Inc43$4.00K0.00%−26−37.7%Reduced
Cranbrook Wealth Management, LLC43$4.42K0.00%+43New
Prestige Wealth Management Group LLC44$4.53K0.00%00.0%Unchanged
SJS Investment Consulting Inc.46$4.73K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC48$4.93K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC49$5.04K0.00%+5+11.4%Added
DiNuzzo Private Wealth, Inc.49$5.04K0.00%−1−2.0%Reduced
Dunhill Financial, LLC50$5.14K0.00%−3−5.7%Reduced
Kozak & Associates, Inc.54$5.19K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich52$5.34K0.00%−1,841−97.3%Reduced
Harbor Investment Advisory, LLC52$5.35K0.00%00.0%Unchanged
West Paces Advisors Inc.53$5.45K0.00%00.0%Unchanged
Red Tortoise LLC54$5.55K0.00%00.0%Unchanged
True Wealth Design, LLC54$5.55K0.00%+38+237.5%Added
Pinnacle Bancorp, Inc.55$5.65K0.00%+23+71.9%Added
IAG Wealth Partners, LLC56$5.76K0.00%00.0%Unchanged
Synergy Investment Management, LLC56$5.76K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$5.86K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.58$5.96K0.00%+58New
Ogorek Anthony Joseph60$6.00K0.00%+60New
Frazier Financial Advisors, LLC59$6.07K0.00%00.0%Unchanged
Hollencrest Capital Management60$6.17K0.00%−894−93.7%Reduced
ORG Partners LLC61$6.29K0.00%−491−88.9%Reduced
Capital A Wealth Management, LLC63$6.48K0.01%−4−6.0%Reduced
Atala Financial Inc66$6.79K0.01%00.0%Unchanged
Greenline Partners, LLC66$6.79K0.00%+66New
Addison Advisors LLC68$6.99K0.00%+15+28.3%Added
Caldwell Sutter Capital, Inc.69$7.09K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC70$7.20K0.00%−50−41.7%Reduced
Rakuten Securities, Inc.70$7.20K0.00%−16−18.6%Reduced
High Note Wealth, LLC73$7.50K0.00%00.0%Unchanged
Avion Wealth74$8.00K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.76$8.00K0.00%+76New
Cherry Tree Wealth Management, LLC80$8.22K0.00%+80New
Saudi Central Bank81$8.33K0.04%+81New
Private Wealth Management Group, LLC83$8.53K0.00%−3−3.5%Reduced
Aspect Partners, LLC84$8.63K0.00%−3−3.4%Reduced
West Oak Capital, LLC85$8.70K0.00%00.0%Unchanged
Global Financial Private Client, LLC86$8.84K0.00%−6,704−98.7%Reduced
Beacon Capital Management, LLC88$9.05K0.00%+60+214.3%Added
New Millennium Group LLC89$9.15K0.01%−11−11.0%Reduced
South State Corp.93$9.56K0.00%+93New
Laurel Wealth Advisors LLC100$10.3K0.00%00.0%Unchanged
Proffitt & Goodson Inc101$10.4K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.106$10.9K0.00%+6+6.0%Added
Kayne Anderson Rudnick Investment Management LLC108$11.2K0.00%−21−16.3%Reduced
Moisand Fitzgerald Tamayo, LLC113$11.6K0.00%00.0%Unchanged
GW&K Investment Management, LLC114$12.0K0.00%+15+15.2%Added
Crews Bank & Trust120$12.3K0.00%00.0%Unchanged
Financially Speaking Inc122$12.5K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC126$13.0K0.01%00.0%Unchanged
SBI Securities Co., Ltd.131$13.5K0.00%+111+555.0%Added
Sierra Ocean, LLC134$13.8K0.01%+63+88.7%Added
Quest 10 Wealth Builders, Inc.136$13.9K0.01%+45+49.5%Added
Farmers & Merchants Investments Inc140$14.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC141$14.5K0.00%+1+0.7%Added
Rise Advisors, LLC144$14.8K0.01%+14+10.8%Added