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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 7,948 | $817.1K | 0.01% | −76−0.9% | Reduced |
| Ostrum Asset Management | 7,954 | $817.7K | 0.04% | −96−1.2% | Reduced |
| Empirical Finance, LLC | 7,956 | $817.9K | 0.05% | +237+3.1% | Added |
| Lido Advisors, LLC | 8,022 | $826.4K | 0.00% | +5,029+168.0% | Added |
| FCG Investment Co | 8,083 | $830.9K | 0.52% | +4,706+139.4% | Added |
| Midland Wealth Advisors LLC | 8,121 | $834.8K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,133 | $836.0K | 0.00% | −10,226−55.7% | Reduced |
| Concurrent Investment Advisors, LLC | 8,212 | $844.2K | 0.02% | +3,831+87.4% | Added |
| William B. Walkup & Associates, Inc. | 8,276 | $850.8K | 0.52% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,314 | $854.7K | 0.04% | +5,037+153.7% | Added |
| Savant Capital, LLC | 8,318 | $855.1K | 0.01% | −9,626−53.6% | Reduced |
| Allstate Corp | 8,334 | $856.7K | 0.03% | +2,085+33.4% | Added |
| Barden Capital Management, Inc. | 8,351 | $858.5K | 0.76% | +167+2.0% | Added |
| Atlas Capital Advisors LLC | 8,378 | $861.3K | 0.11% | −506−5.7% | Reduced |
| Fidelis Capital Partners, LLC | 8,675 | $883.8K | 0.09% | +4,291+97.9% | Added |
| Monticello Wealth Management, LLC | 8,602 | $884.3K | 0.07% | +20.0% | Added |
| E. Ohman J:or Asset Management AB | 8,900 | $914.9K | 0.02% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 9,008 | $926.0K | 0.09% | +9,008 | New |
| Independent Advisor Alliance | 9,012 | $926.5K | 0.03% | −856−8.7% | Reduced |
| SRN Advisors, LLC | 9,218 | $947.6K | 1.06% | −233−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 9,297 | $955.7K | 0.01% | +969+11.6% | Added |
| Metis Global Partners, LLC | 9,365 | $962.7K | 0.03% | +1,209+14.8% | Added |
| Jennison Associates LLC | 9,379 | $964.2K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,389 | $965.2K | 0.07% | −1,223−11.5% | Reduced |
| Lord, Abbett & Co. LLC | 9,427 | $969.0K | 0.00% | −432,039−97.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,511 | $977.7K | 0.01% | −12,505−56.8% | Reduced |
| SG Americas Securities, LLC | 9,528 | $979.0K | 0.00% | −121,711−92.7% | Reduced |
| Maryland State Retirement & Pension System | 9,532 | $979.9K | 0.02% | −1,356−12.5% | Reduced |
| New Mexico Educational Retirement Board | 9,538 | $981.0K | 0.04% | −400−4.0% | Reduced |
| Inspire Advisors, LLC | 9,566 | $983.4K | 0.11% | +515+5.7% | Added |
| CIBC Private Wealth Group, LLC | 10,759 | $990.0K | 0.00% | +646+6.4% | Added |
| Trivant Custom Portfolio Group, LLC | 9,764 | $1.00M | 0.58% | −4,510−31.6% | Reduced |
| Crestwood Advisors Group LLC | 9,794 | $1.01M | 0.02% | +9,794 | New |
| Cetera Trust Company, N.A | 9,922 | $1.02M | 0.65% | +775+8.5% | Added |
| Washington Capital Management Inc | 10,000 | $1.03M | 0.83% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $1.03M | 0.13% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 10,008 | $1.03M | 0.34% | +10,008 | New |
| Dai-Ichi Life Insurance Company, Ltd | 10,082 | $1.04M | 0.03% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 10,106 | $1.04M | 0.07% | −11−0.1% | Reduced |
| Meridian Wealth Management, LLC | 10,108 | $1.04M | 0.05% | −3,116−23.6% | Reduced |
| Integrity Alliance, LLC. | 10,172 | $1.05M | 0.04% | +10,172 | New |
| Coastline Trust Co | 10,303 | $1.06M | 0.13% | +706+7.4% | Added |
| Advisors Asset Management, Inc. | 10,368 | $1.07M | 0.02% | +1,595+18.2% | Added |
| Pensionfund Sabic | 10,400 | $1.07M | 0.32% | −1,600−13.3% | Reduced |
| Quest Partners LLC | 10,408 | $1.07M | 0.12% | −6,340−37.9% | Reduced |
| Capital Fund Management S.A. | 10,447 | $1.07M | 0.01% | −88,723−89.5% | Reduced |
| BNP Paribas | 10,457 | $1.08M | 0.05% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,529 | $1.08M | 0.14% | +17+0.2% | Added |
| Securian Asset Management, Inc | 10,633 | $1.09M | 0.03% | −318−2.9% | Reduced |
| Norinchukin Bank, The | 10,656 | $1.10M | 0.02% | +1,340+14.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,656 | $1.10M | 0.10% | +1,525+16.7% | Added |
| X-Square Capital, LLC | 10,750 | $1.10M | 0.48% | −42−0.4% | Reduced |
| Aspire Private Capital, LLC | 10,838 | $1.11M | 0.28% | +696+6.9% | Added |
| Wolverine Trading, LLC | 10,976 | $1.12M | 0.04% | −8,172−42.7% | Reduced |
| Louisiana State Employees Retirement System | 10,900 | $1.12M | 0.02% | −100−0.9% | Reduced |
| Natixis | 11,288 | $1.15M | 0.01% | +11,288 | New |
| Caisse des Depots Et Consignations | 11,342 | $1.17M | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 11,443 | $1.18M | 0.02% | +182+1.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,532 | $1.19M | 0.00% | −3,749−24.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,544 | $1.19M | 0.02% | −1,331−10.3% | Reduced |
| Shell Asset Management Co | 11,593 | $1.19M | 0.06% | −290−2.4% | Reduced |
| JT Stratford LLC | 11,603 | $1.19M | 0.21% | −1,291−10.0% | Reduced |
| Institute for Wealth Management, LLC. | 11,870 | $1.22M | 0.16% | +1,595+15.5% | Added |
| Thrivent Financial for Lutherans | 11,006 | $1.23M | 0.00% | −8,560−43.7% | Reduced |
| Dean Capital Management | 12,079 | $1.24M | 0.54% | +301+2.6% | Added |
| Vista Investment Partners II, LLC | 12,119 | $1.25M | 0.69% | +3,322+37.8% | Added |
| Darwin Advisors, LLC | 11,496 | $1.25M | 0.42% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 12,227 | $1.26M | 0.04% | −5,196−29.8% | Reduced |
| Hartford Investment Management Co | 12,506 | $1.29M | 0.04% | −324−2.5% | Reduced |
| Colony Group, LLC | 12,517 | $1.29M | 0.00% | +2,114+20.3% | Added |
| Centennial Bank | 12,547 | $1.29M | 0.61% | −63−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,653 | $1.30M | 0.01% | −3,469−21.5% | Reduced |
| iA Global Asset Management Inc. | 12,701 | $1.31M | 0.02% | +12,701 | New |
| Advisory Services Network, LLC | 12,767 | $1.31M | 0.03% | +587+4.8% | Added |
| Centiva Capital, LP | 12,779 | $1.31M | 0.08% | −8,558−40.1% | Reduced |
| Redwood Investment Management, LLC | 12,779 | $1.31M | 0.14% | −298−2.3% | Reduced |
| AXS Investments LLC | 12,795 | $1.32M | 0.36% | −6,509−33.7% | Reduced |
| Systematic Alpha Investments, LLC | 13,088 | $1.35M | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 13,310 | $1.37M | 0.09% | +6,413+93.0% | Added |
| Logan Capital Management Inc | 13,439 | $1.38M | 0.06% | +649+5.1% | Added |
| NEOS Investment Management LLC | 13,489 | $1.39M | 0.03% | +2,504+22.8% | Added |
| Principal Securities, Inc. | 12,790 | $1.39M | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 13,602 | $1.40M | 0.01% | +6,035+79.8% | Added |
| Federation des caisses Desjardins du Quebec | 13,750 | $1.41M | 0.01% | −15,537−53.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,764 | $1.41M | 0.06% | −371−2.6% | Reduced |
| Kentucky Retirement Systems | 13,922 | $1.43M | 0.04% | −339−2.4% | Reduced |
| New Age Alpha Advisors, LLC | 13,938 | $1.43M | 0.06% | −3,952−22.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 14,168 | $1.46M | 0.29% | +253+1.8% | Added |
| Bayview Asset Management, LLC | 14,287 | $1.47M | 1.65% | +2,599+22.2% | Added |
| CWM, LLC | 14,433 | $1.48M | 0.01% | −791−5.2% | Reduced |
| Vestcor Inc | 14,484 | $1.49M | 0.05% | +10+0.1% | Added |
| Huntington National Bank | 14,631 | $1.50M | 0.01% | +4,358+42.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,878 | $1.53M | 0.04% | −57,186−79.4% | Reduced |
| Polymer Capital Management (US) LLC | 15,082 | $1.55M | 0.47% | +15,082 | New |
| Inlet Private Wealth, LLC | 15,135 | $1.56M | 0.40% | +385+2.6% | Added |
| Atria Investments LLC | 15,344 | $1.58M | 0.02% | +3,139+25.7% | Added |
| Merit Financial Group, LLC | 15,388 | $1.58M | 0.02% | +2,613+20.5% | Added |
| Roof Eidam & Maycock | 15,415 | $1.58M | 0.42% | +1,130+7.9% | Added |
| Teachers Retirement System of the State of Kentucky | 15,829 | $1.63M | 0.01% | +513+3.3% | Added |
| Elo Mutual Pension Insurance Co | 15,921 | $1.64M | 0.04% | −6,697−29.6% | Reduced |