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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
Marshall & Sterling Wealth Advisors Inc.58$5.96K0.00%+58New
Global Wealth Strategies & Associates57$5.86K0.00%00.0%Unchanged
IAG Wealth Partners, LLC56$5.76K0.00%00.0%Unchanged
Synergy Investment Management, LLC56$5.76K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$5.65K0.00%+23+71.9%Added
True Wealth Design, LLC54$5.55K0.00%+38+237.5%Added
Red Tortoise LLC54$5.55K0.00%00.0%Unchanged
West Paces Advisors Inc.53$5.45K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$5.35K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich52$5.34K0.00%−1,841−97.3%Reduced
Kozak & Associates, Inc.54$5.19K0.00%00.0%Unchanged
Dunhill Financial, LLC50$5.14K0.00%−3−5.7%Reduced
DiNuzzo Private Wealth, Inc.49$5.04K0.00%−1−2.0%Reduced
Carolinas Wealth Consulting LLC49$5.04K0.00%+5+11.4%Added
Bruce G. Allen Investments, LLC48$4.93K0.00%00.0%Unchanged
SJS Investment Consulting Inc.46$4.73K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$4.53K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC43$4.42K0.00%+43New
Valley National Advisers Inc43$4.00K0.00%−26−37.7%Reduced
Cape Investment Advisory, Inc.36$3.70K0.00%−1−2.7%Reduced
Heritage Wealth Advisors32$3.29K0.00%−7−17.9%Reduced
Trifecta Capital Advisors, LLC31$3.19K0.00%00.0%Unchanged
DAGCO, Inc.29$2.98K0.00%+29New
Pineridge Advisors LLC28$2.90K0.00%00.0%Unchanged
Redwood Park Advisors LLC24$2.47K0.00%+2+9.1%Added
GHP Investment Advisors, Inc.22$2.26K0.00%00.0%Unchanged
Flaharty Asset Management, LLC22$2.26K0.00%+22New
Asset Dedication, LLC21$2.16K0.00%−5−19.2%Reduced
Hughes Financial Services, LLC20$2.06K0.00%+20New
Legacy Wealth Managment, LLC20$2.06K0.00%00.0%Unchanged
North Star Investment Management Corp.16$1.65K0.00%00.0%Unchanged
Dogwood Wealth Management LLC15$1.54K0.00%+15New
Zions Bancorporation, National Association15$1.54K0.00%+15New
Osterweis Capital Management Inc15$1.54K0.00%+15New
S&T Bank15$1.54K0.00%+15New
Rialto Wealth Management, LLC15$1.54K0.00%+15New
WealthTrak Capital Management LLC11$1.13K0.00%−1−8.3%Reduced
Raffa Wealth Management, LLC11$1.13K0.00%00.0%Unchanged
BankPlus Trust Department11$1.13K0.00%00.0%Unchanged
Binnacle Investments Inc11$1.13K0.00%+11New
Parkworth Wealth Management, Inc.10$1.03K0.00%00.0%Unchanged
Chesapeake Asset Management LLC10$1.03K0.00%+10New
Garde Capital, Inc.10$1.03K0.00%+10New
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Sachetta, LLC9$9260.00%−11−55.0%Reduced
TFC Financial Management9$9260.00%−8−47.1%Reduced
Trust Co of Vermont9$9250.00%00.0%Unchanged
Highline Wealth Partners LLC8$8220.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC6$6170.00%−1−14.3%Reduced
Abound Wealth Management6$6170.00%00.0%Unchanged
NVWM, LLC5$5140.00%−5−50.0%Reduced
Transce3nd, LLC5$5140.00%00.0%Unchanged
Crewe Advisors LLC4$4120.00%00.0%Unchanged
WestEnd Advisors, LLC4$4110.00%+3+300.0%Added
HFM Investment Advisors, LLC3$3090.00%+3New
Ruedi Wealth Management, Inc.3$3080.00%00.0%Unchanged
GoalVest Advisory LLC3$3080.00%+3New
Bear Mountain Capital, Inc.3$3070.00%+3New
Stonebridge Financial Group, LLC2$2060.00%+2New
ROSS\JOHNSON & Associates LLC2$2060.00%+2New
Principia Wealth Advisory, LLC2$1940.00%−3−60.0%Reduced
Hallmark Capital Management Inc0$10.00%0New
Proequities, Inc.0$00.00%−1,851−100.0%Sold out
Twinbeech Capital LP0$00.00%−277,741−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−252,470−100.0%Sold out
Prana Capital Management, LP0$00.00%−179,685−100.0%Sold out
Engineers Gate Manager LP0$00.00%−142,032−100.0%Sold out
Generate Investment Management Ltd0$00.00%−113,497−100.0%Sold out
Quantbot Technologies LP0$00.00%−102,058−100.0%Sold out
Muhlenkamp & Co Inc0$00.00%−98,071−100.0%Sold out
Crestline Management, LP0$00.00%−73,469−100.0%Sold out
Weiss Asset Management LP0$00.00%−63,388−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−47,820−100.0%Sold out
BTC Capital Management, Inc.0$00.00%−62,670−100.0%Sold out
NatWest Group plc0$00.00%−62,547−100.0%Sold out
Spectrum Wealth Counsel, LLC0$00.00%−59,529−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−57,996−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−54,000−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−52,468−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−32,265−100.0%Sold out
JB Capital LLC0$00.00%−30,838−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−29,253−100.0%Sold out
Two Sigma Investments, LP0$00.00%−28,562−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−28,058−100.0%Sold out
Peak Financial Advisors LLC0$00.00%−27,460−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−27,211−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−26,420−100.0%Sold out
First Sabrepoint Capital Management LP0$00.00%−25,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−24,033−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−22,873−100.0%Sold out
Myriad Asset Management US LP0$00.00%−21,064−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−20,728−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−16,549−100.0%Sold out
Estate Counselors, LLC0$00.00%−14,690−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−14,394−100.0%Sold out
Financial Advocates Investment Management0$00.00%−13,859−100.0%Sold out
Argonautica Private Wealth Management, Inc0$00.00%−13,729−100.0%Sold out
L2 Asset Management, LLC0$00.00%−13,702−100.0%Sold out
Jupiter Wealth Management LLC0$00.00%−12,902−100.0%Sold out
FORA Capital, LLC0$00.00%−11,983−100.0%Sold out