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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 3,950 | $406.1K | 0.11% | +3,950 | New |
| Fifth Third Wealth Advisors LLC | 3,916 | $402.6K | 0.02% | +483+14.1% | Added |
| Rehmann Capital Advisory Group | 3,894 | $400.3K | 0.03% | −14−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $397.1K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 3,860 | $396.8K | 0.01% | −491−11.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,838 | $395.0K | 0.09% | −5−0.1% | Reduced |
| Ellevest, Inc. | 3,841 | $394.9K | 0.03% | −116−2.9% | Reduced |
| Ground Swell Capital, LLC | 3,829 | $393.6K | 0.90% | +3,829 | New |
| Advus Financial Partners, LLC | 3,820 | $392.7K | 0.11% | +1,360+55.3% | Added |
| Profund Advisors LLC | 3,818 | $392.5K | 0.02% | −1,452−27.6% | Reduced |
| Three Seasons Wealth, LLC | 3,804 | $391.9K | 0.19% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3,783 | $388.9K | 0.06% | −35−0.9% | Reduced |
| Patten Group, Inc. | 3,725 | $382.9K | 0.09% | −258−6.5% | Reduced |
| Norden Group LLC | 3,698 | $380.2K | 0.04% | +3,698 | New |
| SkyOak Wealth, LLC | 3,679 | $378.2K | 0.08% | +3,679 | New |
| Kestra Private Wealth Services, LLC | 3,616 | $371.7K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,584 | $368.4K | 0.04% | +556+18.4% | Added |
| Smith, Salley & Associates | 3,569 | $366.9K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,567 | $366.7K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,557 | $365.7K | 0.01% | −8,490−70.5% | Reduced |
| True Vision MN LLC | 3,548 | $365.5K | 0.22% | +3,548 | New |
| Measured Wealth Private Client Group, LLC | 3,544 | $364.3K | 0.12% | +651+22.5% | Added |
| Peapack Gladstone Financial Corp | 3,536 | $364.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 3,518 | $361.6K | 0.01% | −616−14.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,496 | $359.4K | 0.00% | −1,112−24.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,485 | $358.3K | 0.14% | −30−0.9% | Reduced |
| Tectonic Advisors LLC | 3,480 | $357.8K | 0.02% | −198−5.4% | Reduced |
| Walleye Trading LLC | 3,473 | $357.0K | 0.01% | +3,473 | New |
| Farther Finance Advisors, LLC | 3,430 | $353.5K | 0.01% | +53+1.6% | Added |
| KMG Fiduciary Partners, LLC | 3,429 | $352.5K | 0.03% | +98+2.9% | Added |
| One Wealth Advisors, LLC | 3,419 | $352.2K | 0.05% | +3+0.1% | Added |
| Eads & Heald Wealth Management | 3,412 | $351.0K | 0.18% | −140−3.9% | Reduced |
| Quantum Private Wealth, LLC | 3,408 | $350.3K | 0.13% | +50+1.5% | Added |
| Capital Investment Advisors, LLC | 3,404 | $349.9K | 0.01% | +23+0.7% | Added |
| Fiduciary Alliance LLC | 3,380 | $347.5K | 0.03% | −750−18.2% | Reduced |
| Parallel Advisors, LLC | 3,358 | $345.1K | 0.01% | −142−4.1% | Reduced |
| 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 |
| Resources Investment Advisors, LLC. | 3,321 | $341.4K | 0.00% | +424+14.6% | Added |
| Cynosure Management, LLC | 3,311 | $340.4K | 0.05% | +779+30.8% | Added |
| J.W. Cole Advisors, Inc. | 3,300 | $339.2K | 0.01% | +298+9.9% | Added |
| Centurion Wealth Management LLC | 3,055 | $332.7K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,493 | $330.2K | 0.02% | +443+14.5% | Added |
| Greenleaf Trust | 3,205 | $329.5K | 0.00% | −1,125−26.0% | Reduced |
| Nautilus Advisors LLC | 3,195 | $328.4K | 0.27% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,160 | $324.8K | 0.01% | −5,909−65.2% | Reduced |
| Signal Advisors Wealth, LLC | 3,126 | $321.3K | 0.03% | +162+5.5% | Added |
| Modern Wealth Management, LLC | 3,125 | $321.3K | 0.01% | +3,125 | New |
| Ashton Thomas Private Wealth, LLC | 3,108 | $320.2K | 0.01% | +593+23.6% | Added |
| Optas, LLC | 3,110 | $319.7K | 0.06% | +3,110 | New |
| Avestar Capital, LLC | 3,088 | $318.1K | 0.03% | +759+32.6% | Added |
| First Horizon Advisors, Inc. | 3,071 | $315.7K | 0.01% | +90+3.0% | Added |
| Exchange Traded Concepts, LLC | 3,061 | $314.7K | 0.01% | −3,985−56.6% | Reduced |
| Planned Solutions, Inc. | 3,057 | $314.3K | 0.13% | 00.0% | Unchanged |
| Umpqua Bank | 3,044 | $312.9K | 0.11% | +3,044 | New |
| GAMMA Investing LLC | 3,043 | $312.8K | 0.02% | +853+38.9% | Added |
| Allianz SE | 3,040 | $312.5K | 0.01% | −2,314−43.2% | Reduced |
| Everett Harris & Co | 3,027 | $311.2K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,991 | $310.8K | 0.03% | −1,775−37.2% | Reduced |
| Accurate Wealth Management, LLC | 3,285 | $310.4K | 0.06% | +653+24.8% | Added |
| Abc Arbitrage SA | 2,979 | $306.2K | 0.06% | −20,199−87.1% | Reduced |
| Horizon Advisory Services, Inc. | 2,976 | $306.0K | 0.17% | +77+2.7% | Added |
| Renasant Bank | 2,967 | $305.0K | 0.20% | −852−22.3% | Reduced |
| Spire Wealth Management | 2,956 | $303.9K | 0.01% | +1,322+80.9% | Added |
| Algert Global LLC | 2,949 | $303.2K | 0.01% | +2,949 | New |
| Delta Investment Management, LLC | 2,946 | $302.8K | 0.06% | +243+9.0% | Added |
| Argent Trust Co | 2,938 | $302.0K | 0.01% | +8+0.3% | Added |
| Horizon Investments, LLC | 2,920 | $300.2K | 0.01% | +79+2.8% | Added |
| 1858 Wealth Management, LLC | 2,919 | $300.1K | 0.25% | +570+24.3% | Added |
| Optimum Investment Advisors | 2,900 | $298.1K | 0.14% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 2,884 | $296.5K | 0.01% | +824+40.0% | Added |
| MBB Public Markets I LLC | 2,880 | $296.1K | 0.03% | +2,880 | New |
| Clark Financial Services Group Inc | 2,867 | $294.7K | 0.20% | +722+33.7% | Added |
| Quent Capital, LLC | 2,860 | $294.0K | 0.03% | −28−1.0% | Reduced |
| Scotia Capital Inc. | 2,856 | $293.6K | 0.00% | −46,138−94.2% | Reduced |
| Evergreen Capital Management LLC | 2,797 | $288.1K | 0.01% | +2,797 | New |
| 111 Capital | 2,802 | $288.0K | 0.06% | +598+27.1% | Added |
| Camden Capital, LLC | 2,781 | $285.9K | 0.03% | +498+21.8% | Added |
| Ieq Capital, LLC | 2,752 | $282.9K | 0.00% | −10,568−79.3% | Reduced |
| Waterloo Capital, L.P. | 2,725 | $280.1K | 0.03% | +113+4.3% | Added |
| Perigon Wealth Management, LLC | 2,722 | $279.8K | 0.01% | −407−13.0% | Reduced |
| Moore Capital Management, LP | 2,703 | $277.9K | 0.01% | +233+9.4% | Added |
| National Asset Management, Inc. | 2,698 | $277.4K | 0.01% | +117+4.5% | Added |
| Verdence Capital Advisors LLC | 2,673 | $274.8K | 0.02% | −369−12.1% | Reduced |
| Voya Financial Advisors, Inc. | 2,697 | $274.4K | 0.03% | +84+3.2% | Added |
| Fiduciary Trust Co | 2,622 | $269.5K | 0.00% | +29+1.1% | Added |
| Golden State Equity Partners | 2,617 | $269.0K | 0.05% | +356+15.7% | Added |
| Kestra Investment Management, LLC | 2,617 | $269.0K | 0.01% | +694+36.1% | Added |
| Hilltop Holdings Inc. | 2,581 | $265.3K | 0.02% | +2,581 | New |
| Geneos Wealth Management Inc. | 2,567 | $263.9K | 0.01% | −18,377−87.7% | Reduced |
| Balyasny Asset Management LLC | 2,563 | $263.5K | 0.00% | +2,563 | New |
| EP Wealth Advisors, LLC | 2,559 | $263.1K | 0.00% | −30−1.2% | Reduced |
| Voleon Capital Management LP | 2,551 | $262.2K | 0.02% | +2,551 | New |
| Trust Co of Oklahoma | 2,546 | $261.7K | 0.09% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,544 | $261.5K | 0.05% | −470−15.6% | Reduced |
| Centaurus Financial, Inc. | 2,539 | $261.0K | 0.02% | +272+12.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,529 | $259.9K | 0.00% | −1,024−28.8% | Reduced |
| TD Private Client Wealth LLC | 2,524 | $259.5K | 0.01% | +460+22.3% | Added |
| Capula Management Ltd | 2,516 | $258.6K | 0.00% | +2,516 | New |
| Burford Brothers, Inc. | 2,508 | $257.8K | 0.13% | −173−6.5% | Reduced |