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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 11,603 | $1.19M | 0.21% | −1,291−10.0% | Reduced |
| Shell Asset Management Co | 11,593 | $1.19M | 0.06% | −290−2.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,544 | $1.19M | 0.02% | −1,331−10.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,532 | $1.19M | 0.00% | −3,749−24.5% | Reduced |
| Umb Bank N A | 11,443 | $1.18M | 0.02% | +182+1.6% | Added |
| Caisse des Depots Et Consignations | 11,342 | $1.17M | 0.06% | 00.0% | Unchanged |
| Natixis | 11,288 | $1.15M | 0.01% | +11,288 | New |
| Louisiana State Employees Retirement System | 10,900 | $1.12M | 0.02% | −100−0.9% | Reduced |
| Wolverine Trading, LLC | 10,976 | $1.12M | 0.04% | −8,172−42.7% | Reduced |
| Aspire Private Capital, LLC | 10,838 | $1.11M | 0.28% | +696+6.9% | Added |
| X-Square Capital, LLC | 10,750 | $1.10M | 0.48% | −42−0.4% | 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 |
| Securian Asset Management, Inc | 10,633 | $1.09M | 0.03% | −318−2.9% | Reduced |
| Unison Advisors LLC | 10,529 | $1.08M | 0.14% | +17+0.2% | Added |
| BNP Paribas | 10,457 | $1.08M | 0.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 10,447 | $1.07M | 0.01% | −88,723−89.5% | Reduced |
| Quest Partners LLC | 10,408 | $1.07M | 0.12% | −6,340−37.9% | Reduced |
| Pensionfund Sabic | 10,400 | $1.07M | 0.32% | −1,600−13.3% | Reduced |
| Advisors Asset Management, Inc. | 10,368 | $1.07M | 0.02% | +1,595+18.2% | Added |
| Coastline Trust Co | 10,303 | $1.06M | 0.13% | +706+7.4% | Added |
| Integrity Alliance, LLC. | 10,172 | $1.05M | 0.04% | +10,172 | New |
| Meridian Wealth Management, LLC | 10,108 | $1.04M | 0.05% | −3,116−23.6% | Reduced |
| Checchi Capital Advisers, LLC | 10,106 | $1.04M | 0.07% | −11−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,082 | $1.04M | 0.03% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 10,008 | $1.03M | 0.34% | +10,008 | New |
| 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 |
| Cetera Trust Company, N.A | 9,922 | $1.02M | 0.65% | +775+8.5% | Added |
| Crestwood Advisors Group LLC | 9,794 | $1.01M | 0.02% | +9,794 | New |
| Trivant Custom Portfolio Group, LLC | 9,764 | $1.00M | 0.58% | −4,510−31.6% | Reduced |
| CIBC Private Wealth Group, LLC | 10,759 | $990.0K | 0.00% | +646+6.4% | Added |
| Inspire Advisors, LLC | 9,566 | $983.4K | 0.11% | +515+5.7% | Added |
| New Mexico Educational Retirement Board | 9,538 | $981.0K | 0.04% | −400−4.0% | Reduced |
| Maryland State Retirement & Pension System | 9,532 | $979.9K | 0.02% | −1,356−12.5% | Reduced |
| SG Americas Securities, LLC | 9,528 | $979.0K | 0.00% | −121,711−92.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,511 | $977.7K | 0.01% | −12,505−56.8% | Reduced |
| Lord, Abbett & Co. LLC | 9,427 | $969.0K | 0.00% | −432,039−97.9% | Reduced |
| Transcend Wealth Collective, LLC | 9,389 | $965.2K | 0.07% | −1,223−11.5% | Reduced |
| Jennison Associates LLC | 9,379 | $964.2K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 9,365 | $962.7K | 0.03% | +1,209+14.8% | Added |
| United Capital Financial Advisers, LLC | 9,297 | $955.7K | 0.01% | +969+11.6% | Added |
| SRN Advisors, LLC | 9,218 | $947.6K | 1.06% | −233−2.5% | Reduced |
| Independent Advisor Alliance | 9,012 | $926.5K | 0.03% | −856−8.7% | Reduced |
| Point72 (DIFC) Ltd | 9,008 | $926.0K | 0.09% | +9,008 | New |
| E. Ohman J:or Asset Management AB | 8,900 | $914.9K | 0.02% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,602 | $884.3K | 0.07% | +20.0% | Added |
| Fidelis Capital Partners, LLC | 8,675 | $883.8K | 0.09% | +4,291+97.9% | Added |
| Atlas Capital Advisors LLC | 8,378 | $861.3K | 0.11% | −506−5.7% | Reduced |
| Barden Capital Management, Inc. | 8,351 | $858.5K | 0.76% | +167+2.0% | Added |
| Allstate Corp | 8,334 | $856.7K | 0.03% | +2,085+33.4% | Added |
| Savant Capital, LLC | 8,318 | $855.1K | 0.01% | −9,626−53.6% | Reduced |
| Belpointe Asset Management LLC | 8,314 | $854.7K | 0.04% | +5,037+153.7% | Added |
| William B. Walkup & Associates, Inc. | 8,276 | $850.8K | 0.52% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 8,212 | $844.2K | 0.02% | +3,831+87.4% | Added |
| Bessemer Group Inc | 8,133 | $836.0K | 0.00% | −10,226−55.7% | Reduced |
| Midland Wealth Advisors LLC | 8,121 | $834.8K | 0.05% | 00.0% | Unchanged |
| FCG Investment Co | 8,083 | $830.9K | 0.52% | +4,706+139.4% | Added |
| Lido Advisors, LLC | 8,022 | $826.4K | 0.00% | +5,029+168.0% | Added |
| Empirical Finance, LLC | 7,956 | $817.9K | 0.05% | +237+3.1% | Added |
| Ostrum Asset Management | 7,954 | $817.7K | 0.04% | −96−1.2% | Reduced |
| Beacon Pointe Advisors, LLC | 7,948 | $817.1K | 0.01% | −76−0.9% | Reduced |
| River Street Advisors LLC | 7,898 | $811.9K | 0.40% | +582+8.0% | Added |
| Duncan Williams Asset Management, LLC | 7,860 | $808.1K | 0.29% | +923+13.3% | Added |
| Kesler, Norman & Wride, LLC | 7,742 | $796.4K | 0.15% | +1,550+25.0% | Added |
| Ameritas Advisory Services, LLC | 7,720 | $793.7K | 0.03% | +7,720 | New |
| Kane Investment Management, Inc. | 7,685 | $790.1K | 0.38% | −92−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 7,667 | $788.1K | 0.00% | −4,226−35.5% | Reduced |
| AlTi Global, Inc. | 7,641 | $786.5K | 0.02% | −32−0.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,010 | $785.2K | 0.04% | +8,010 | New |
| Investment Management Corp of Ontario | 7,619 | $783.2K | 0.02% | +7,619 | New |
| AIA Group Ltd | 7,617 | $783.0K | 0.02% | +2,005+35.7% | Added |
| Guggenheim Capital LLC | 7,544 | $775.5K | 0.01% | −1,988−20.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 7,523 | $773.4K | 0.26% | +7,523 | New |
| Kestra Advisory Services, LLC | 7,457 | $766.6K | 0.00% | −7,222−49.2% | Reduced |
| HM Payson & Co | 7,450 | $765.9K | 0.01% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,448 | $765.7K | 0.62% | +24+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,424 | $763.2K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 7,405 | $761.2K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 7,366 | $757.2K | 0.23% | +7,366 | New |
| Stance Capital LLC | 7,316 | $752.1K | 0.56% | +5,918+423.3% | Added |
| Greenfield Savings Bank | 7,302 | $750.6K | 0.37% | +250+3.5% | Added |
| Concord Asset Management, LLC | 7,418 | $749.7K | 0.17% | +2,255+43.7% | Added |
| Semanteon Capital Management, LP | 7,284 | $748.8K | 0.41% | −2,008−21.6% | Reduced |
| Fifth Third Bancorp | 7,279 | $748.3K | 0.00% | −146−2.0% | Reduced |
| Private Advisor Group, LLC | 7,273 | $747.7K | 0.00% | −3,135−30.1% | Reduced |
| Eqis Capital Management, Inc. | 7,255 | $745.8K | 0.06% | −8,879−55.0% | Reduced |
| Schechter Investment Advisors, LLC | 7,201 | $740.3K | 0.06% | −294−3.9% | Reduced |
| Mount Lucas Management LP | 7,173 | $737.4K | 0.35% | −8,187−53.3% | Reduced |
| Formidable Asset Management, LLC | 7,120 | $731.9K | 0.12% | +7,120 | New |
| Atria Wealth Solutions, Inc. | 6,953 | $715.9K | 0.01% | −6,047−46.5% | Reduced |
| Gateway Investment Advisers LLC | 6,959 | $715.4K | 0.01% | −81−1.2% | Reduced |
| LVW Advisors, LLC | 6,953 | $714.8K | 0.09% | −2,659−27.7% | Reduced |
| GWN Securities Inc. | 6,994 | $713.8K | 0.04% | +6,994 | New |
| Concord Wealth Partners | 6,912 | $710.5K | 0.12% | +1,715+33.0% | Added |
| Caitlin John, LLC | 6,873 | $706.5K | 0.69% | −8,902−56.4% | Reduced |
| Outlook Wealth Advisors, LLC | 6,850 | $704.2K | 0.20% | −70−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 6,850 | $704.0K | 0.10% | +6,850 | New |
| Sheaff Brock Investment Advisors, LLC | 6,800 | $699.0K | 0.06% | −100−1.4% | Reduced |
| Syon Capital LLC | 6,761 | $695.0K | 0.06% | +1,965+41.0% | Added |