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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 2,505 | $257.6K | 0.10% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 2,502 | $257.2K | 0.01% | +70+2.9% | Added |
| Washington Trust Bank | 2,500 | $257.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 2,526 | $255.9K | 0.01% | +2,526 | New |
| SC&H Financial Advisors, Inc. | 2,480 | $254.9K | 0.05% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,479 | $254.8K | 0.02% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,472 | $254.1K | 0.26% | +2,472 | New |
| Allworth Financial LP | 2,457 | $252.7K | 0.00% | −52−2.1% | Reduced |
| Harbour Investments, Inc. | 2,450 | $251.9K | 0.01% | −811−24.9% | Reduced |
| Paradigm Financial Partners, LLC | 2,447 | $251.6K | 0.03% | −212−8.0% | Reduced |
| Colonial River Wealth Management, LLC | 2,446 | $251.4K | 0.14% | −740−23.2% | Reduced |
| Equitable Holdings, Inc. | 2,432 | $250.0K | 0.00% | +22+0.9% | Added |
| Smithfield Trust Co | 2,453 | $250.0K | 0.01% | −153−5.9% | Reduced |
| Integrated Wealth Concepts LLC | 2,410 | $247.8K | 0.00% | −1,416−37.0% | Reduced |
| State of Wyoming | 2,399 | $246.6K | 0.03% | −1,942−44.7% | Reduced |
| Siemens Fonds Invest GmbH | 2,393 | $246.0K | 0.02% | +132+5.8% | Added |
| Manchester Capital Management LLC | 2,385 | $245.2K | 0.03% | −2−0.1% | Reduced |
| CFC Planning Co LLC | 2,383 | $245.0K | 0.27% | +2,383 | New |
| Trust Asset Management LLC | 2,382 | $244.9K | 0.02% | −245−9.3% | Reduced |
| CX Institutional | 2,369 | $244.0K | 0.01% | −1,260−34.7% | Reduced |
| Archer Investment Corp | 2,362 | $242.8K | 0.06% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,350 | $242.0K | 0.01% | −1,015−30.2% | Reduced |
| Bank of Hawaii | 2,353 | $241.9K | 0.01% | +2,353 | New |
| Omnia Family Wealth, LLC | 2,333 | $240.3K | 0.10% | +180+8.4% | Added |
| Diversified Trust Co | 2,332 | $239.7K | 0.01% | +2,332 | New |
| Foundations Investment Advisors, LLC | 2,330 | $239.5K | 0.00% | +2,330 | New |
| Westover Capital Advisors, LLC | 2,325 | $239.0K | 0.05% | −7,826−77.1% | Reduced |
| Benjamin Edwards Inc | 2,322 | $238.7K | 0.00% | −461−16.6% | Reduced |
| Dynamic Advisor Solutions LLC | 2,305 | $237.0K | 0.01% | +2,305 | New |
| Pallas Capital Advisors LLC | 2,301 | $236.5K | 0.01% | −658−22.2% | Reduced |
| Summit Financial, LLC | 2,286 | $235.0K | 0.01% | +417+22.3% | Added |
| Premier Path Wealth Partners, LLC | 2,269 | $233.2K | 0.04% | −303−11.8% | Reduced |
| Cidel Asset Management Inc | 2,259 | $232.2K | 0.02% | −130−5.4% | Reduced |
| Callan Family Office, LLC | 2,248 | $231.1K | 0.02% | −164−6.8% | Reduced |
| Hancock Whitney Corp | 2,246 | $230.9K | 0.01% | +2,246 | New |
| Providence Capital Advisors, LLC | 2,241 | $230.4K | 0.05% | −47−2.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,234 | $229.6K | 0.04% | +133+6.3% | Added |
| Stephens Inc | 2,224 | $228.6K | 0.00% | −1,455−39.5% | Reduced |
| Independent Financial Group, LLC | 2,218 | $228.0K | 0.01% | +12+0.5% | Added |
| Carolina Wealth Advisors, LLC | 2,207 | $226.9K | 0.12% | −3,275−59.7% | Reduced |
| Colonial Trust Co | 2,200 | $226.1K | 0.04% | +29+1.3% | Added |
| Leavell Investment Management, Inc. | 2,158 | $222.3K | 0.01% | +320+17.4% | Added |
| Opal Wealth Advisors, LLC | 2,159 | $221.9K | 0.07% | +2,159 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 2,154 | $221.4K | 0.23% | +2,154 | New |
| Guardian Wealth Advisors, LLC | 2,127 | $218.7K | 0.02% | +24+1.1% | Added |
| Integrated Investment Consultants, LLC | 2,127 | $218.7K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,125 | $218.5K | 0.01% | −13−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 2,122 | $218.1K | 0.10% | −1,857−46.7% | Reduced |
| AMG National Trust Bank | 2,121 | $218.0K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 2,102 | $216.1K | 0.00% | +2,102 | New |
| Edmp, Inc. | 2,091 | $215.0K | 0.18% | +2,091 | New |
| Interchange Capital Partners, LLC | 2,080 | $213.6K | 0.06% | +2,080 | New |
| Sound Income Strategies, LLC | 2,068 | $212.6K | 0.01% | +107+5.5% | Added |
| Cigna Investments Inc | 2,069 | $212.0K | 0.04% | −42−2.0% | Reduced |
| Moody National Bank Trust Division | 2,035 | $209.2K | 0.02% | −744−26.8% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $207.6K | 0.08% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,000 | $205.6K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,998 | $205.4K | 0.01% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 1,990 | $204.6K | 0.01% | −15,360−88.5% | Reduced |
| Apella Capital, LLC | 2,066 | $200.7K | 0.01% | +2,066 | New |
| Bryn Mawr Trust Co | 1,945 | $199.9K | 0.00% | −2−0.1% | Reduced |
| CoreCap Advisors, LLC | 1,856 | $190.8K | 0.01% | +322+21.0% | Added |
| Skopos Labs, Inc. | 1,803 | $185.3K | 0.04% | +586+48.2% | Added |
| Hemington Wealth Management | 1,778 | $182.0K | 0.03% | +40+2.3% | Added |
| Private Trust Co NA | 1,699 | $174.7K | 0.02% | −1,307−43.5% | Reduced |
| Smartleaf Asset Management LLC | 1,711 | $174.1K | 0.02% | −383−18.3% | Reduced |
| Massmutual Trust Co FSB | 1,672 | $171.9K | 0.00% | −174−9.4% | Reduced |
| Wayfinding Financial, LLC | 1,629 | $167.0K | 0.07% | −899−35.6% | Reduced |
| Covestor Ltd | 1,627 | $167.0K | 0.11% | +581+55.5% | Added |
| First Eagle Investment Management, LLC | 1,614 | $165.9K | 0.00% | −1,225−43.1% | Reduced |
| Peterson Wealth Services | 1,550 | $159.3K | 0.05% | −7−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,549 | $159.2K | 0.00% | +32+2.1% | Added |
| Park Square Financial Group, LLC | 1,539 | $158.2K | 0.13% | −3−0.2% | Reduced |
| Ossiam | 1,507 | $154.9K | 0.00% | +403+36.5% | Added |
| Mather Group, LLC. | 1,495 | $153.7K | 0.00% | −176−10.5% | Reduced |
| Bokf, NA | 1,472 | $151.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,415 | $145.5K | 0.01% | +828+141.1% | Added |
| MAI Capital Management | 1,380 | $141.8K | 0.00% | −153−10.0% | Reduced |
| Headlands Technologies LLC | 1,359 | $139.7K | 0.02% | −2,239−62.2% | Reduced |
| Westpac Banking Corp | 1,162 | $119.5K | 0.01% | −30,973−96.4% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $108.8K | 0.07% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,028 | $105.7K | 0.00% | −2,341−69.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 971 | $99.8K | 0.00% | −374−27.8% | Reduced |
| Pandora Wealth, Inc. | 947 | $97.4K | 0.06% | +947 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 927 | $95.3K | 0.02% | +483+108.8% | Added |
| Golden State Wealth Management, LLC | 909 | $93.4K | 0.01% | +125+15.9% | Added |
| Bay Harbor Wealth Management, LLC | 890 | $91.7K | 0.03% | −27−2.9% | Reduced |
| Adirondack Trust Co | 815 | $83.8K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 800 | $82.2K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 773 | $79.5K | 0.05% | +773 | New |
| Reyes Financial Architecture, Inc. | 770 | $79.2K | 0.06% | +228+42.1% | Added |
| Grove Bank & Trust | 760 | $78.1K | 0.01% | +240+46.2% | Added |
| Lindbrook Capital, LLC | 759 | $78.0K | 0.01% | +261+52.4% | Added |
| Private Wealth Asset Management, LLC | 757 | $77.8K | 0.01% | +757 | New |
| General Partner, Inc. | 718 | $73.8K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 705 | $72.5K | 0.00% | +547+346.2% | Added |
| Raiffeisen Bank International AG | 711 | $72.3K | 0.00% | −6,100−89.6% | Reduced |
| Rothschild Investment LLC | 664 | $68.3K | 0.00% | +23+3.6% | Added |
| Bartlett & Co. Wealth Management LLC | 651 | $67.1K | 0.00% | +2+0.3% | Added |
| CVA Family Office, LLC | 637 | $65.5K | 0.01% | +67+11.8% | Added |