Skip to main content
Livermore
Livermore
ZHEN

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
CoreCap Advisors, LLC1,856$190.8K0.01%+322+21.0%Added
Bryn Mawr Trust Co1,945$199.9K0.00%−2−0.1%Reduced
Apella Capital, LLC2,066$200.7K0.01%+2,066New
Bridgeway Capital Management, LLC1,990$204.6K0.01%−15,360−88.5%Reduced
Ameritas Investment Partners, Inc.1,998$205.4K0.01%00.0%Unchanged
Paradigm Asset Management Co LLC2,000$205.6K0.05%00.0%Unchanged
Juncture Wealth Strategies, LLC2,019$207.6K0.08%00.0%Unchanged
Moody National Bank Trust Division2,035$209.2K0.02%−744−26.8%Reduced
Cigna Investments Inc2,069$212.0K0.04%−42−2.0%Reduced
Sound Income Strategies, LLC2,068$212.6K0.01%+107+5.5%Added
Interchange Capital Partners, LLC2,080$213.6K0.06%+2,080New
Edmp, Inc.2,091$215.0K0.18%+2,091New
Prime Capital Investment Advisors, LLC2,102$216.1K0.00%+2,102New
AMG National Trust Bank2,121$218.0K0.01%00.0%Unchanged
Sherbrooke Park Advisers LLC2,122$218.1K0.10%−1,857−46.7%Reduced
Stratos Wealth Advisors, LLC2,125$218.5K0.01%−13−0.6%Reduced
Integrated Investment Consultants, LLC2,127$218.7K0.04%00.0%Unchanged
Guardian Wealth Advisors, LLC2,127$218.7K0.02%+24+1.1%Added
Stonehaven Wealth & Tax Solutions, LLC2,154$221.4K0.23%+2,154New
Opal Wealth Advisors, LLC2,159$221.9K0.07%+2,159New
Leavell Investment Management, Inc.2,158$222.3K0.01%+320+17.4%Added
Colonial Trust Co2,200$226.1K0.04%+29+1.3%Added
Carolina Wealth Advisors, LLC2,207$226.9K0.12%−3,275−59.7%Reduced
Independent Financial Group, LLC2,218$228.0K0.01%+12+0.5%Added
Stephens Inc2,224$228.6K0.00%−1,455−39.5%Reduced
McGlone Suttner Wealth Management, Inc.2,234$229.6K0.04%+133+6.3%Added
Providence Capital Advisors, LLC2,241$230.4K0.05%−47−2.1%Reduced
Hancock Whitney Corp2,246$230.9K0.01%+2,246New
Callan Family Office, LLC2,248$231.1K0.02%−164−6.8%Reduced
Cidel Asset Management Inc2,259$232.2K0.02%−130−5.4%Reduced
Premier Path Wealth Partners, LLC2,269$233.2K0.04%−303−11.8%Reduced
Summit Financial, LLC2,286$235.0K0.01%+417+22.3%Added
Pallas Capital Advisors LLC2,301$236.5K0.01%−658−22.2%Reduced
Dynamic Advisor Solutions LLC2,305$237.0K0.01%+2,305New
Benjamin Edwards Inc2,322$238.7K0.00%−461−16.6%Reduced
Westover Capital Advisors, LLC2,325$239.0K0.05%−7,826−77.1%Reduced
Foundations Investment Advisors, LLC2,330$239.5K0.00%+2,330New
Diversified Trust Co2,332$239.7K0.01%+2,332New
Omnia Family Wealth, LLC2,333$240.3K0.10%+180+8.4%Added
Bank of Hawaii2,353$241.9K0.01%+2,353New
Capital Analysts, LLC2,350$242.0K0.01%−1,015−30.2%Reduced
Archer Investment Corp2,362$242.8K0.06%00.0%Unchanged
CX Institutional2,369$244.0K0.01%−1,260−34.7%Reduced
Trust Asset Management LLC2,382$244.9K0.02%−245−9.3%Reduced
CFC Planning Co LLC2,383$245.0K0.27%+2,383New
Manchester Capital Management LLC2,385$245.2K0.03%−2−0.1%Reduced
Siemens Fonds Invest GmbH2,393$246.0K0.02%+132+5.8%Added
State of Wyoming2,399$246.6K0.03%−1,942−44.7%Reduced
Integrated Wealth Concepts LLC2,410$247.8K0.00%−1,416−37.0%Reduced
Smithfield Trust Co2,453$250.0K0.01%−153−5.9%Reduced
Equitable Holdings, Inc.2,432$250.0K0.00%+22+0.9%Added
Colonial River Wealth Management, LLC2,446$251.4K0.14%−740−23.2%Reduced
Paradigm Financial Partners, LLC2,447$251.6K0.03%−212−8.0%Reduced
Harbour Investments, Inc.2,450$251.9K0.01%−811−24.9%Reduced
Allworth Financial LP2,457$252.7K0.00%−52−2.1%Reduced
Bingham Private Wealth, LLC2,472$254.1K0.26%+2,472New
Bristlecone Advisors, LLC2,479$254.8K0.02%00.0%Unchanged
SC&H Financial Advisors, Inc.2,480$254.9K0.05%00.0%Unchanged
Chicago Partners Investment Group LLC2,526$255.9K0.01%+2,526New
Washington Trust Bank2,500$257.0K0.03%00.0%Unchanged
Exencial Wealth Advisors, LLC2,502$257.2K0.01%+70+2.9%Added
Fortem Financial Group, LLC2,505$257.6K0.10%00.0%Unchanged
Burford Brothers, Inc.2,508$257.8K0.13%−173−6.5%Reduced
Capula Management Ltd2,516$258.6K0.00%+2,516New
TD Private Client Wealth LLC2,524$259.5K0.01%+460+22.3%Added
Cullen/Frost Bankers, Inc.2,529$259.9K0.00%−1,024−28.8%Reduced
Centaurus Financial, Inc.2,539$261.0K0.02%+272+12.0%Added
Tyler-Stone Wealth Management2,544$261.5K0.05%−470−15.6%Reduced
Trust Co of Oklahoma2,546$261.7K0.09%00.0%Unchanged
Voleon Capital Management LP2,551$262.2K0.02%+2,551New
EP Wealth Advisors, LLC2,559$263.1K0.00%−30−1.2%Reduced
Balyasny Asset Management LLC2,563$263.5K0.00%+2,563New
Geneos Wealth Management Inc.2,567$263.9K0.01%−18,377−87.7%Reduced
Hilltop Holdings Inc.2,581$265.3K0.02%+2,581New
Kestra Investment Management, LLC2,617$269.0K0.01%+694+36.1%Added
Golden State Equity Partners2,617$269.0K0.05%+356+15.7%Added
Fiduciary Trust Co2,622$269.5K0.00%+29+1.1%Added
Voya Financial Advisors, Inc.2,697$274.4K0.03%+84+3.2%Added
Verdence Capital Advisors LLC2,673$274.8K0.02%−369−12.1%Reduced
National Asset Management, Inc.2,698$277.4K0.01%+117+4.5%Added
Moore Capital Management, LP2,703$277.9K0.01%+233+9.4%Added
Perigon Wealth Management, LLC2,722$279.8K0.01%−407−13.0%Reduced
Waterloo Capital, L.P.2,725$280.1K0.03%+113+4.3%Added
Ieq Capital, LLC2,752$282.9K0.00%−10,568−79.3%Reduced
Camden Capital, LLC2,781$285.9K0.03%+498+21.8%Added
111 Capital2,802$288.0K0.06%+598+27.1%Added
Evergreen Capital Management LLC2,797$288.1K0.01%+2,797New
Scotia Capital Inc.2,856$293.6K0.00%−46,138−94.2%Reduced
Quent Capital, LLC2,860$294.0K0.03%−28−1.0%Reduced
Clark Financial Services Group Inc2,867$294.7K0.20%+722+33.7%Added
MBB Public Markets I LLC2,880$296.1K0.03%+2,880New
Sagespring Wealth Partners, LLC2,884$296.5K0.01%+824+40.0%Added
Optimum Investment Advisors2,900$298.1K0.14%00.0%Unchanged
1858 Wealth Management, LLC2,919$300.1K0.25%+570+24.3%Added
Horizon Investments, LLC2,920$300.2K0.01%+79+2.8%Added
Argent Trust Co2,938$302.0K0.01%+8+0.3%Added
Delta Investment Management, LLC2,946$302.8K0.06%+243+9.0%Added
Algert Global LLC2,949$303.2K0.01%+2,949New
Spire Wealth Management2,956$303.9K0.01%+1,322+80.9%Added
Renasant Bank2,967$305.0K0.20%−852−22.3%Reduced