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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 620 | $63.7K | 0.01% | −439−41.5% | Reduced |
| Park Place Capital Corp | 612 | $62.9K | 0.02% | −2,736−81.7% | Reduced |
| Sentry Investment Management LLC | 637 | $61.0K | 0.04% | +637 | New |
| Quarry LP | 571 | $58.7K | 0.02% | +174+43.8% | Added |
| Morse Asset Management, Inc | 570 | $58.6K | 0.01% | −2,385−80.7% | Reduced |
| Continuum Advisory, LLC | 560 | $57.6K | 0.01% | +57+11.3% | Added |
| Oakworth Capital, Inc. | 529 | $54.4K | 0.00% | +54+11.4% | Added |
| Catalyst Capital Advisors LLC | 527 | $54.2K | 0.00% | +527 | New |
| Richardson Financial Services Inc. | 516 | $53.0K | 0.04% | −106−17.0% | Reduced |
| AllSquare Wealth Management LLC | 516 | $53.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 509 | $51.4K | 0.01% | +13+2.6% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $51.4K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $51.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 492 | $50.7K | 0.03% | +10+2.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $50.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 480 | $49.3K | 0.01% | +11+2.3% | Added |
| Capital Advisors, Ltd. LLC | 470 | $48.0K | 0.01% | −31−6.2% | Reduced |
| Hantz Financial Services, Inc. | 456 | $47.0K | 0.00% | +60+15.2% | Added |
| Evermay Wealth Management LLC | 450 | $46.3K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 440 | $45.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $45.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $44.0K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 426 | $43.8K | 0.03% | −47−9.9% | Reduced |
| TD Waterhouse Canada Inc. | 421 | $43.4K | 0.00% | +72+20.6% | Added |
| Financial Perspectives, Inc | 410 | $42.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 408 | $41.9K | 0.00% | +116+39.7% | Added |
| Winnow Wealth LLC | 405 | $41.5K | 0.04% | −5−1.2% | Reduced |
| Ancora Advisors, LLC | 400 | $41.1K | 0.00% | −2−0.5% | Reduced |
| Parkside Financial Bank & Trust | 394 | $40.5K | 0.01% | −3−0.8% | Reduced |
| Security National Bank | 390 | $40.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 376 | $38.7K | 0.00% | +376 | New |
| Financial Management Professionals, Inc. | 349 | $35.9K | 0.00% | −33−8.6% | Reduced |
| DT Investment Partners, LLC | 334 | $34.3K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 329 | $33.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 322 | $33.1K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 315 | $32.4K | 0.02% | +50+18.9% | Added |
| Salem Investment Counselors Inc | 285 | $29.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 284 | $29.2K | 0.02% | −8−2.7% | Reduced |
| Whittier Trust Co | 280 | $28.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 248 | $25.5K | 0.02% | +149+150.5% | Added |
| Creative Financial Designs Inc | 234 | $24.1K | 0.00% | −39−14.3% | Reduced |
| Rossby Financial, LCC | 227 | $23.1K | 0.01% | +227 | New |
| LRI Investments, LLC | 221 | $22.7K | 0.00% | −45−16.9% | Reduced |
| CNB Bank | 219 | $22.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 217 | $22.3K | 0.00% | +5+2.4% | Added |
| Community Bank, N.A. | 210 | $21.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $21.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 201 | $20.6K | 0.00% | +201 | New |
| NewSquare Capital LLC | 200 | $20.6K | 0.00% | +187+1,438.5% | Added |
| Costello Asset Management, INC | 200 | $20.6K | 0.01% | +200 | New |
| Bell Investment Advisors, Inc | 197 | $20.3K | 0.00% | −8−3.9% | Reduced |
| PrairieView Partners, LLC | 200 | $20.0K | 0.00% | −300−60.0% | Reduced |
| AdvisorNet Financial, Inc | 192 | $19.8K | 0.00% | +1+0.5% | Added |
| REAP Financial Group, LLC | 185 | $19.0K | 0.00% | +71+62.3% | Added |
| Byrne Asset Management LLC | 182 | $18.7K | 0.01% | −4−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 169 | $18.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 171 | $17.6K | 0.00% | −43−20.1% | Reduced |
| Valued Wealth Advisors LLC | 169 | $17.4K | 0.01% | +16+10.5% | Added |
| Whipplewood Advisors, LLC | 27 | $15.8K | 0.01% | −131−82.9% | Reduced |
| Evelyn Partners Investment Management LLP | 154 | $15.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 146 | $15.0K | 0.00% | +146 | New |
| Rise Advisors, LLC | 144 | $14.8K | 0.01% | +14+10.8% | Added |
| HHM Wealth Advisors, LLC | 141 | $14.5K | 0.00% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 140 | $14.4K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 136 | $13.9K | 0.01% | +45+49.5% | Added |
| Sierra Ocean, LLC | 134 | $13.8K | 0.01% | +63+88.7% | Added |
| SBI Securities Co., Ltd. | 131 | $13.5K | 0.00% | +111+555.0% | Added |
| PFG Private Wealth Management, LLC | 126 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 122 | $12.5K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 120 | $12.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 114 | $12.0K | 0.00% | +15+15.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 108 | $11.2K | 0.00% | −21−16.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 106 | $10.9K | 0.00% | +6+6.0% | Added |
| Proffitt & Goodson Inc | 101 | $10.4K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 93 | $9.56K | 0.00% | +93 | New |
| New Millennium Group LLC | 89 | $9.15K | 0.01% | −11−11.0% | Reduced |
| Beacon Capital Management, LLC | 88 | $9.05K | 0.00% | +60+214.3% | Added |
| Global Financial Private Client, LLC | 86 | $8.84K | 0.00% | −6,704−98.7% | Reduced |
| West Oak Capital, LLC | 85 | $8.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 84 | $8.63K | 0.00% | −3−3.4% | Reduced |
| Private Wealth Management Group, LLC | 83 | $8.53K | 0.00% | −3−3.5% | Reduced |
| Saudi Central Bank | 81 | $8.33K | 0.04% | +81 | New |
| Cherry Tree Wealth Management, LLC | 80 | $8.22K | 0.00% | +80 | New |
| Avion Wealth | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $8.00K | 0.00% | +76 | New |
| High Note Wealth, LLC | 73 | $7.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 70 | $7.20K | 0.00% | −50−41.7% | Reduced |
| Rakuten Securities, Inc. | 70 | $7.20K | 0.00% | −16−18.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 69 | $7.09K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 68 | $6.99K | 0.00% | +15+28.3% | Added |
| Atala Financial Inc | 66 | $6.79K | 0.01% | 00.0% | Unchanged |
| Greenline Partners, LLC | 66 | $6.79K | 0.00% | +66 | New |
| Capital A Wealth Management, LLC | 63 | $6.48K | 0.01% | −4−6.0% | Reduced |
| ORG Partners LLC | 61 | $6.29K | 0.00% | −491−88.9% | Reduced |
| Hollencrest Capital Management | 60 | $6.17K | 0.00% | −894−93.7% | Reduced |
| Frazier Financial Advisors, LLC | 59 | $6.07K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 60 | $6.00K | 0.00% | +60 | New |