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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,045 | $24.5B |
| Q1 2026 | 1,037 | $20.7B |
| Q4 2025 | 1,034 | $21.0B |
| Q3 2025 | 987 | $23.7B |
| Q2 2025 | 947 | $19.6B |
| Q1 2025 | 962 | $19.1B |
| Q4 2024 | 985 | $20.3B |
| Q3 2024 | 1,007 | $27.0B |
| Q2 2024 | 940 | $20.6B |
| Q1 2024 | 911 | $22.8B |
| Q4 2023 | 870 | $19.7B |
| Q3 2023 | 761 | $14.9B |
| Q2 2023 | 766 | $15.7B |
| Q1 2023 | 699 | $11.8B |
| Q4 2022 | 657 | $9.29B |
| Q3 2022 | 634 | $7.74B |
| Q2 2022 | 631 | $8.28B |
| Q1 2022 | 656 | $8.86B |
| Q4 2021 | 712 | $12.5B |
| Q3 2021 | 655 | $10.1B |
| Q2 2021 | 681 | $12.5B |
| Q1 2021 | 684 | $12.0B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 146 | $15.0K | 0.00% | +146 | New |
| Westside Investment Management, Inc. | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $15.8K | 0.01% | −131−82.9% | Reduced |
| Evelyn Partners Investment Management LLP | 154 | $15.8K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 169 | $17.4K | 0.01% | +16+10.5% | Added |
| Meeder Asset Management Inc | 171 | $17.6K | 0.00% | −43−20.1% | Reduced |
| Armstrong Advisory Group, Inc | 169 | $18.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 182 | $18.7K | 0.01% | −4−2.2% | Reduced |
| REAP Financial Group, LLC | 185 | $19.0K | 0.00% | +71+62.3% | Added |
| AdvisorNet Financial, Inc | 192 | $19.8K | 0.00% | +1+0.5% | Added |
| PrairieView Partners, LLC | 200 | $20.0K | 0.00% | −300−60.0% | Reduced |
| Bell Investment Advisors, Inc | 197 | $20.3K | 0.00% | −8−3.9% | Reduced |
| NewSquare Capital LLC | 200 | $20.6K | 0.00% | +187+1,438.5% | Added |
| Costello Asset Management, INC | 200 | $20.6K | 0.01% | +200 | New |
| N.E.W. Advisory Services LLC | 201 | $20.6K | 0.00% | +201 | New |
| Community Bank, N.A. | 210 | $21.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $21.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 217 | $22.3K | 0.00% | +5+2.4% | Added |
| CNB Bank | 219 | $22.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 221 | $22.7K | 0.00% | −45−16.9% | Reduced |
| Rossby Financial, LCC | 227 | $23.1K | 0.01% | +227 | New |
| Creative Financial Designs Inc | 234 | $24.1K | 0.00% | −39−14.3% | Reduced |
| WPG Advisers, LLC | 248 | $25.5K | 0.02% | +149+150.5% | Added |
| Whittier Trust Co | 280 | $28.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 284 | $29.2K | 0.02% | −8−2.7% | Reduced |
| Salem Investment Counselors Inc | 285 | $29.4K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 315 | $32.4K | 0.02% | +50+18.9% | Added |
| Fortitude Family Office, LLC | 322 | $33.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 329 | $33.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 349 | $35.9K | 0.00% | −33−8.6% | Reduced |
| American National Bank | 376 | $38.7K | 0.00% | +376 | New |
| Security National Bank | 390 | $40.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 394 | $40.5K | 0.01% | −3−0.8% | Reduced |
| Ancora Advisors, LLC | 400 | $41.1K | 0.00% | −2−0.5% | Reduced |
| Winnow Wealth LLC | 405 | $41.5K | 0.04% | −5−1.2% | Reduced |
| EverSource Wealth Advisors, LLC | 408 | $41.9K | 0.00% | +116+39.7% | Added |
| Financial Perspectives, Inc | 410 | $42.1K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 421 | $43.4K | 0.00% | +72+20.6% | Added |
| Longview Financial Advisors LLC | 426 | $43.8K | 0.03% | −47−9.9% | Reduced |
| Deseret Mutual Benefit Administrators | 428 | $44.0K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 440 | $45.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $45.2K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 450 | $46.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 456 | $47.0K | 0.00% | +60+15.2% | Added |
| Capital Advisors, Ltd. LLC | 470 | $48.0K | 0.01% | −31−6.2% | Reduced |
| MV Capital Management, Inc. | 480 | $49.3K | 0.01% | +11+2.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $50.2K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 492 | $50.7K | 0.03% | +10+2.1% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $51.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $51.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 509 | $51.4K | 0.01% | +13+2.6% | Added |
| Richardson Financial Services Inc. | 516 | $53.0K | 0.04% | −106−17.0% | Reduced |
| AllSquare Wealth Management LLC | 516 | $53.0K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 527 | $54.2K | 0.00% | +527 | New |
| Oakworth Capital, Inc. | 529 | $54.4K | 0.00% | +54+11.4% | Added |
| Continuum Advisory, LLC | 560 | $57.6K | 0.01% | +57+11.3% | Added |
| Morse Asset Management, Inc | 570 | $58.6K | 0.01% | −2,385−80.7% | Reduced |
| Quarry LP | 571 | $58.7K | 0.02% | +174+43.8% | Added |
| Sentry Investment Management LLC | 637 | $61.0K | 0.04% | +637 | New |
| Park Place Capital Corp | 612 | $62.9K | 0.02% | −2,736−81.7% | Reduced |
| Hexagon Capital Partners LLC | 620 | $63.7K | 0.01% | −439−41.5% | Reduced |
| CVA Family Office, LLC | 637 | $65.5K | 0.01% | +67+11.8% | Added |
| Bartlett & Co. Wealth Management LLC | 651 | $67.1K | 0.00% | +2+0.3% | Added |
| Rothschild Investment LLC | 664 | $68.3K | 0.00% | +23+3.6% | Added |
| Raiffeisen Bank International AG | 711 | $72.3K | 0.00% | −6,100−89.6% | Reduced |
| SRS Capital Advisors, Inc. | 705 | $72.5K | 0.00% | +547+346.2% | Added |
| General Partner, Inc. | 718 | $73.8K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 757 | $77.8K | 0.01% | +757 | New |
| Lindbrook Capital, LLC | 759 | $78.0K | 0.01% | +261+52.4% | Added |
| Grove Bank & Trust | 760 | $78.1K | 0.01% | +240+46.2% | Added |
| Reyes Financial Architecture, Inc. | 770 | $79.2K | 0.06% | +228+42.1% | Added |
| Sarver Vrooman Wealth Advisors | 773 | $79.5K | 0.05% | +773 | New |
| Salomon & Ludwin, LLC | 800 | $82.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 815 | $83.8K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 890 | $91.7K | 0.03% | −27−2.9% | Reduced |
| Golden State Wealth Management, LLC | 909 | $93.4K | 0.01% | +125+15.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 927 | $95.3K | 0.02% | +483+108.8% | Added |
| Pandora Wealth, Inc. | 947 | $97.4K | 0.06% | +947 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 971 | $99.8K | 0.00% | −374−27.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,028 | $105.7K | 0.00% | −2,341−69.5% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $108.8K | 0.07% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,162 | $119.5K | 0.01% | −30,973−96.4% | Reduced |
| Headlands Technologies LLC | 1,359 | $139.7K | 0.02% | −2,239−62.2% | Reduced |
| MAI Capital Management | 1,380 | $141.8K | 0.00% | −153−10.0% | Reduced |
| Group One Trading, L.P. | 1,415 | $145.5K | 0.01% | +828+141.1% | Added |
| Bokf, NA | 1,472 | $151.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,495 | $153.7K | 0.00% | −176−10.5% | Reduced |
| Ossiam | 1,507 | $154.9K | 0.00% | +403+36.5% | Added |
| Park Square Financial Group, LLC | 1,539 | $158.2K | 0.13% | −3−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,549 | $159.2K | 0.00% | +32+2.1% | Added |
| Peterson Wealth Services | 1,550 | $159.3K | 0.05% | −7−0.4% | Reduced |
| First Eagle Investment Management, LLC | 1,614 | $165.9K | 0.00% | −1,225−43.1% | Reduced |
| Wayfinding Financial, LLC | 1,629 | $167.0K | 0.07% | −899−35.6% | Reduced |
| Covestor Ltd | 1,627 | $167.0K | 0.11% | +581+55.5% | Added |
| Massmutual Trust Co FSB | 1,672 | $171.9K | 0.00% | −174−9.4% | Reduced |
| Smartleaf Asset Management LLC | 1,711 | $174.1K | 0.02% | −383−18.3% | Reduced |
| Private Trust Co NA | 1,699 | $174.7K | 0.02% | −1,307−43.5% | Reduced |
| Hemington Wealth Management | 1,778 | $182.0K | 0.03% | +40+2.3% | Added |
| Skopos Labs, Inc. | 1,803 | $185.3K | 0.04% | +586+48.2% | Added |