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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 4,796 | $493.0K | 0.03% | −199−4.0% | Reduced |
| Quadrant Capital Group LLC | 4,812 | $494.7K | 0.02% | +3,100+181.1% | Added |
| Cinctive Capital Management LP | 4,820 | $495.5K | 0.04% | +4,820 | New |
| Florida Financial Advisors, LLC | 4,832 | $495.8K | 0.20% | +1,129+30.5% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $496.4K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,879 | $501.6K | 0.25% | +4,879 | New |
| Jones Financial Companies LLLP | 4,943 | $502.9K | 0.00% | −981−16.6% | Reduced |
| Aldebaran Financial Inc. | 4,900 | $503.7K | 0.62% | −1,155−19.1% | Reduced |
| DoubleLine ETF Adviser LP | 4,956 | $509.5K | 0.17% | +4,956 | New |
| Lazard Asset Management LLC | 4,996 | $513.0K | 0.00% | −22,276−81.7% | Reduced |
| Corient IA LLC | 5,000 | $514.0K | 0.37% | +5,000 | New |
| Csenge Advisory Group | 5,422 | $514.8K | 0.03% | −1,357−20.0% | Reduced |
| RSM US Wealth Management LLC | 5,031 | $518.3K | 0.01% | −1,598−24.1% | Reduced |
| Tocqueville Asset Management L.P. | 5,062 | $520.4K | 0.01% | +100+2.0% | Added |
| Menard Financial Group LLC | 5,186 | $523.0K | 0.34% | +5,132+9,503.7% | Added |
| Wedbush Securities Inc | 5,086 | $523.0K | 0.02% | −389−7.1% | Reduced |
| Jump Financial, LLC | 5,110 | $525.3K | 0.01% | −11,689−69.6% | Reduced |
| Bridgefront Capital, LLC | 5,131 | $527.5K | 0.15% | +5,131 | New |
| Aprio Wealth Management, LLC | 5,139 | $528.3K | 0.07% | −1,085−17.4% | Reduced |
| NBC Securities, Inc. | 5,195 | $534.0K | 0.05% | +5,190+103,800.0% | Added |
| Kathmere Capital Management, LLC | 5,202 | $534.8K | 0.05% | +140+2.8% | Added |
| Central Trust Co | 5,238 | $538.5K | 0.01% | −5,903−53.0% | Reduced |
| Snowden Capital Advisors LLC | 5,231 | $538.9K | 0.02% | −45,013−89.6% | Reduced |
| Fieldview Capital Management, LLC | 5,251 | $539.8K | 0.08% | −7,523−58.9% | Reduced |
| Applied Finance Capital Management, LLC | 5,268 | $541.5K | 0.04% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,293 | $544.0K | 0.02% | +5,293 | New |
| Patron Partners Advisors, LLC | 5,400 | $555.1K | 0.30% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,424 | $557.6K | 0.08% | −17−0.3% | Reduced |
| Axxcess Wealth Management, LLC | 5,446 | $559.8K | 0.02% | −724−11.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,474 | $562.7K | 0.00% | −14,189−72.2% | Reduced |
| Wahed Invest LLC | 5,492 | $564.6K | 0.10% | +318+6.1% | Added |
| Moors & Cabot, Inc. | 5,515 | $566.9K | 0.03% | −300−5.2% | Reduced |
| Liberty Wealth Management LLC | 5,538 | $569.3K | 0.11% | +20.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,544 | $569.9K | 0.03% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 5,545 | $570.0K | 0.17% | −5,451−49.6% | Reduced |
| GeoWealth Management, LLC | 5,561 | $571.7K | 0.02% | +2,115+61.4% | Added |
| Penserra Capital Management LLC | 5,619 | $576.0K | 0.01% | −1,052−15.8% | Reduced |
| Knuff & Co LLC | 5,787 | $594.9K | 0.20% | +1,290+28.7% | Added |
| Ascent Group, LLC | 5,801 | $596.3K | 0.03% | −12−0.2% | Reduced |
| Strategic Investment Advisors | 5,857 | $602.1K | 0.06% | −514−8.1% | Reduced |
| Sowell Financial Services LLC | 5,877 | $604.1K | 0.03% | +5,877 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,930 | $609.6K | 0.04% | −6,279−51.4% | Reduced |
| Anchor Investment Management, LLC | 5,974 | $614.1K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 5,995 | $616.0K | 0.03% | +5,995 | New |
| Bellwether Advisors, LLC | 6,201 | $637.5K | 0.13% | +6,057+4,206.3% | Added |
| Moloney Securities Asset Management, LLC | 6,208 | $638.2K | 0.09% | −39−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 6,252 | $642.7K | 0.01% | −3,982−38.9% | Reduced |
| IFP Advisors, Inc | 6,297 | $648.8K | 0.02% | −789−11.1% | Reduced |
| We Are One Seven, LLC | 6,366 | $654.5K | 0.03% | −104−1.6% | Reduced |
| Nomura Holdings Inc | 6,390 | $656.9K | 0.00% | −22,839−78.1% | Reduced |
| Johnson Investment Counsel Inc | 6,390 | $656.9K | 0.01% | −374−5.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,439 | $661.9K | 0.01% | −73−1.1% | Reduced |
| Cresset Asset Management, LLC | 6,442 | $663.6K | 0.00% | +1,205+23.0% | Added |
| Machina Capital S.A.S. | 6,476 | $665.7K | 0.20% | −1,643−20.2% | Reduced |
| CSS LLC | 6,490 | $667.2K | 0.05% | −490−7.0% | Reduced |
| V-Square Quantitative Management LLC | 6,504 | $668.6K | 0.10% | −19−0.3% | Reduced |
| Denali Advisors LLC | 6,523 | $670.6K | 0.08% | +1,806+38.3% | Added |
| TFB Advisors LLC | 6,547 | $673.0K | 0.19% | −19−0.3% | Reduced |
| Cooper Financial Group | 6,605 | $679.0K | 0.09% | +914+16.1% | Added |
| denkapparat Operations GmbH | 6,606 | $679.1K | 0.72% | +2,888+77.7% | Added |
| Signaturefd, LLC | 6,644 | $683.0K | 0.01% | +127+1.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,700 | $688.8K | 0.03% | 00.0% | Unchanged |
| Syon Capital LLC | 6,761 | $695.0K | 0.06% | +1,965+41.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,800 | $699.0K | 0.06% | −100−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,850 | $704.0K | 0.10% | +6,850 | New |
| Outlook Wealth Advisors, LLC | 6,850 | $704.2K | 0.20% | −70−1.0% | Reduced |
| Caitlin John, LLC | 6,873 | $706.5K | 0.69% | −8,902−56.4% | Reduced |
| Concord Wealth Partners | 6,912 | $710.5K | 0.12% | +1,715+33.0% | Added |
| GWN Securities Inc. | 6,994 | $713.8K | 0.04% | +6,994 | New |
| LVW Advisors, LLC | 6,953 | $714.8K | 0.09% | −2,659−27.7% | Reduced |
| Gateway Investment Advisers LLC | 6,959 | $715.4K | 0.01% | −81−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 6,953 | $715.9K | 0.01% | −6,047−46.5% | Reduced |
| Formidable Asset Management, LLC | 7,120 | $731.9K | 0.12% | +7,120 | New |
| Mount Lucas Management LP | 7,173 | $737.4K | 0.35% | −8,187−53.3% | Reduced |
| Schechter Investment Advisors, LLC | 7,201 | $740.3K | 0.06% | −294−3.9% | Reduced |
| Eqis Capital Management, Inc. | 7,255 | $745.8K | 0.06% | −8,879−55.0% | Reduced |
| Private Advisor Group, LLC | 7,273 | $747.7K | 0.00% | −3,135−30.1% | Reduced |
| Fifth Third Bancorp | 7,279 | $748.3K | 0.00% | −146−2.0% | Reduced |
| Semanteon Capital Management, LP | 7,284 | $748.8K | 0.41% | −2,008−21.6% | Reduced |
| Concord Asset Management, LLC | 7,418 | $749.7K | 0.17% | +2,255+43.7% | Added |
| Greenfield Savings Bank | 7,302 | $750.6K | 0.37% | +250+3.5% | Added |
| Stance Capital LLC | 7,316 | $752.1K | 0.56% | +5,918+423.3% | Added |
| Mach-1 Financial Group, Inc. | 7,366 | $757.2K | 0.23% | +7,366 | New |
| Bradley Foster & Sargent Inc | 7,405 | $761.2K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 7,424 | $763.2K | 0.03% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,448 | $765.7K | 0.62% | +24+0.3% | Added |
| HM Payson & Co | 7,450 | $765.9K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,457 | $766.6K | 0.00% | −7,222−49.2% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,523 | $773.4K | 0.26% | +7,523 | New |
| Guggenheim Capital LLC | 7,544 | $775.5K | 0.01% | −1,988−20.9% | Reduced |
| AIA Group Ltd | 7,617 | $783.0K | 0.02% | +2,005+35.7% | Added |
| Investment Management Corp of Ontario | 7,619 | $783.2K | 0.02% | +7,619 | New |
| AG2R la Mondiale Gestion D'Actifs | 8,010 | $785.2K | 0.04% | +8,010 | New |
| AlTi Global, Inc. | 7,641 | $786.5K | 0.02% | −32−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 7,667 | $788.1K | 0.00% | −4,226−35.5% | Reduced |
| Kane Investment Management, Inc. | 7,685 | $790.1K | 0.38% | −92−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,720 | $793.7K | 0.03% | +7,720 | New |
| Kesler, Norman & Wride, LLC | 7,742 | $796.4K | 0.15% | +1,550+25.0% | Added |
| Duncan Williams Asset Management, LLC | 7,860 | $808.1K | 0.29% | +923+13.3% | Added |
| River Street Advisors LLC | 7,898 | $811.9K | 0.40% | +582+8.0% | Added |