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 |
|---|---|---|---|---|---|
| Horizon Advisory Services, Inc. | 2,976 | $306.0K | 0.17% | +77+2.7% | Added |
| Abc Arbitrage SA | 2,979 | $306.2K | 0.06% | −20,199−87.1% | Reduced |
| Accurate Wealth Management, LLC | 3,285 | $310.4K | 0.06% | +653+24.8% | Added |
| Plato Investment Management Ltd | 2,991 | $310.8K | 0.03% | −1,775−37.2% | Reduced |
| Everett Harris & Co | 3,027 | $311.2K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 3,040 | $312.5K | 0.01% | −2,314−43.2% | Reduced |
| GAMMA Investing LLC | 3,043 | $312.8K | 0.02% | +853+38.9% | Added |
| Umpqua Bank | 3,044 | $312.9K | 0.11% | +3,044 | New |
| Planned Solutions, Inc. | 3,057 | $314.3K | 0.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,061 | $314.7K | 0.01% | −3,985−56.6% | Reduced |
| First Horizon Advisors, Inc. | 3,071 | $315.7K | 0.01% | +90+3.0% | Added |
| Avestar Capital, LLC | 3,088 | $318.1K | 0.03% | +759+32.6% | Added |
| Optas, LLC | 3,110 | $319.7K | 0.06% | +3,110 | New |
| Ashton Thomas Private Wealth, LLC | 3,108 | $320.2K | 0.01% | +593+23.6% | Added |
| Modern Wealth Management, LLC | 3,125 | $321.3K | 0.01% | +3,125 | New |
| Signal Advisors Wealth, LLC | 3,126 | $321.3K | 0.03% | +162+5.5% | Added |
| Tower Research Capital LLC (TRC) | 3,160 | $324.8K | 0.01% | −5,909−65.2% | Reduced |
| Nautilus Advisors LLC | 3,195 | $328.4K | 0.27% | 00.0% | Unchanged |
| Greenleaf Trust | 3,205 | $329.5K | 0.00% | −1,125−26.0% | Reduced |
| Wedmont Private Capital | 3,493 | $330.2K | 0.02% | +443+14.5% | Added |
| Centurion Wealth Management LLC | 3,055 | $332.7K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,300 | $339.2K | 0.01% | +298+9.9% | Added |
| Cynosure Management, LLC | 3,311 | $340.4K | 0.05% | +779+30.8% | Added |
| Resources Investment Advisors, LLC. | 3,321 | $341.4K | 0.00% | +424+14.6% | Added |
| Financial Counselors Inc | 3,352 | $344.6K | 0.01% | −100−2.9% | Reduced |
| Aaron Wealth Advisors | 3,352 | $344.6K | 0.04% | +1,201+55.8% | Added |
| Parallel Advisors, LLC | 3,358 | $345.1K | 0.01% | −142−4.1% | Reduced |
| Fiduciary Alliance LLC | 3,380 | $347.5K | 0.03% | −750−18.2% | Reduced |
| Capital Investment Advisors, LLC | 3,404 | $349.9K | 0.01% | +23+0.7% | Added |
| Quantum Private Wealth, LLC | 3,408 | $350.3K | 0.13% | +50+1.5% | Added |
| Eads & Heald Wealth Management | 3,412 | $351.0K | 0.18% | −140−3.9% | Reduced |
| One Wealth Advisors, LLC | 3,419 | $352.2K | 0.05% | +3+0.1% | Added |
| KMG Fiduciary Partners, LLC | 3,429 | $352.5K | 0.03% | +98+2.9% | Added |
| Farther Finance Advisors, LLC | 3,430 | $353.5K | 0.01% | +53+1.6% | Added |
| Walleye Trading LLC | 3,473 | $357.0K | 0.01% | +3,473 | New |
| Tectonic Advisors LLC | 3,480 | $357.8K | 0.02% | −198−5.4% | Reduced |
| Richard W. Paul & Associates, LLC | 3,485 | $358.3K | 0.14% | −30−0.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,496 | $359.4K | 0.00% | −1,112−24.1% | Reduced |
| Ballentine Partners, LLC | 3,518 | $361.6K | 0.01% | −616−14.9% | Reduced |
| Peapack Gladstone Financial Corp | 3,536 | $364.0K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,544 | $364.3K | 0.12% | +651+22.5% | Added |
| True Vision MN LLC | 3,548 | $365.5K | 0.22% | +3,548 | New |
| Pensionmark Financial Group, LLC | 3,557 | $365.7K | 0.01% | −8,490−70.5% | Reduced |
| Glen Eagle Advisors, LLC | 3,567 | $366.7K | 0.06% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,569 | $366.9K | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,584 | $368.4K | 0.04% | +556+18.4% | Added |
| Kestra Private Wealth Services, LLC | 3,616 | $371.7K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,679 | $378.2K | 0.08% | +3,679 | New |
| Norden Group LLC | 3,698 | $380.2K | 0.04% | +3,698 | New |
| Patten Group, Inc. | 3,725 | $382.9K | 0.09% | −258−6.5% | Reduced |
| D'Orazio & Associates, Inc. | 3,783 | $388.9K | 0.06% | −35−0.9% | Reduced |
| Three Seasons Wealth, LLC | 3,804 | $391.9K | 0.19% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,818 | $392.5K | 0.02% | −1,452−27.6% | Reduced |
| Advus Financial Partners, LLC | 3,820 | $392.7K | 0.11% | +1,360+55.3% | Added |
| Ground Swell Capital, LLC | 3,829 | $393.6K | 0.90% | +3,829 | New |
| Ellevest, Inc. | 3,841 | $394.9K | 0.03% | −116−2.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,838 | $395.0K | 0.09% | −5−0.1% | Reduced |
| Old National Bancorp | 3,860 | $396.8K | 0.01% | −491−11.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $397.1K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,894 | $400.3K | 0.03% | −14−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,916 | $402.6K | 0.02% | +483+14.1% | Added |
| Mystic Asset Management, Inc. | 3,950 | $406.1K | 0.11% | +3,950 | New |
| Simon Quick Advisors, LLC | 3,964 | $407.5K | 0.02% | +3,964 | New |
| Ci Investments Inc. | 3,980 | $409.0K | 0.00% | +200+5.3% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $411.2K | 0.45% | 00.0% | Unchanged |
| One68 Global Capital, LLC | 4,000 | $411.2K | 0.20% | +4,000 | New |
| HighPoint Advisor Group LLC | 4,048 | $411.8K | 0.02% | −20.0% | Reduced |
| Raleigh Capital Management Inc. | 4,015 | $412.7K | 0.19% | −152−3.6% | Reduced |
| Legal Advantage Investments, Inc. | 4,020 | $413.3K | 0.22% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,022 | $413.5K | 0.01% | +1,143+39.7% | Added |
| Genus Capital Management Inc. | 4,040 | $415.3K | 0.06% | +4,040 | New |
| Family Firm, Inc. | 4,042 | $415.6K | 0.09% | +8+0.2% | Added |
| Atomi Financial Group, Inc. | 4,063 | $417.7K | 0.02% | −61−1.5% | Reduced |
| Advisors Capital Management, LLC | 4,067 | $418.1K | 0.01% | +26+0.6% | Added |
| M.E. Allison & Co., Inc. | 4,074 | $418.8K | 0.41% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 4,186 | $430.3K | 0.39% | +4,186 | New |
| Forum Financial Management, LP | 4,224 | $434.2K | 0.01% | −39−0.9% | Reduced |
| Versant Capital Management, Inc | 4,235 | $435.4K | 0.07% | +3,593+559.7% | Added |
| Harbor Capital Advisors, Inc. | 4,257 | $438.0K | 0.02% | −302−6.6% | Reduced |
| NorthRock Partners, LLC | 4,259 | $438.7K | 0.01% | +481+12.7% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 4,300 | $442.0K | 0.21% | +4,300 | New |
| Prudential PLC | 4,316 | $443.7K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 4,316 | $443.7K | 0.01% | −5−0.1% | Reduced |
| Maridea Wealth Management LLC | 4,317 | $443.8K | 0.14% | +4,317 | New |
| Marex Group plc | 4,328 | $444.9K | 0.01% | +1,539+55.2% | Added |
| Brown Brothers Harriman & Co | 4,377 | $450.0K | 0.00% | +20.0% | Added |
| HB Wealth Management, LLC | 4,381 | $450.4K | 0.00% | +1,308+42.6% | Added |
| GTS Securities LLC | 4,396 | $451.9K | 0.02% | −2,613−37.3% | Reduced |
| Schwartz Investment Counsel Inc | 4,398 | $452.1K | 0.02% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,440 | $452.7K | 0.05% | +10+0.2% | Added |
| Leonteq Securities AG | 4,477 | $456.7K | 0.03% | +1,218+37.4% | Added |
| United Services Automobile Association | 4,539 | $461.8K | 0.01% | +4,539 | New |
| Change Path, LLC | 4,529 | $465.7K | 0.01% | +294+6.9% | Added |
| United Community Bank | 4,576 | $470.4K | 0.18% | −1,173−20.4% | Reduced |
| Intrust Bank NA | 4,578 | $470.6K | 0.05% | +1,840+67.2% | Added |
| Van Hulzen Asset Management, LLC | 4,616 | $474.5K | 0.04% | −1,606−25.8% | Reduced |
| Keebeck Wealth Management, LLC | 4,620 | $476.0K | 0.07% | −1,172−20.2% | Reduced |
| Gallacher Capital Management LLC | 4,700 | $483.2K | 0.24% | +4,700 | New |
| Petrus Trust Company, LTA | 4,767 | $490.0K | 0.05% | +4,767 | New |
| Coldstream Capital Management Inc | 4,774 | $490.8K | 0.01% | +150+3.2% | Added |