Skip to main content
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, Q2 2025

Institutional positions in Pultegroup Inc as of Jun 30, 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
947
−5 vs. Q1 2025
Shares held
185.3M
−88.2K (0.0%) vs. Q1 2025
Total value
$19.6B
+$501.3M (+2.6%) vs. Q1 2025
New holders
105
334 more added
Sold out
110
379 more reduced

10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 947 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 heldQ2 2025: $19.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2025.

Institutions holding PHM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc1$570.00%+1Added
Redwood Park Advisors LLC2$2110.00%−22−91.7%Reduced
ROSS\JOHNSON & Associates LLC2$2110.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$2110.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC2$2110.00%+2New
Quaker Wealth Management, LLC2$2110.00%+2New
DecisionPoint Financial, LLC2$2200.00%+2New
IMA Wealth, Inc.3$3170.00%+3New
Dogwood Wealth Management LLC3$3270.00%−12−80.0%Reduced
Crewe Advisors LLC4$4220.00%00.0%Unchanged
WestEnd Advisors, LLC4$4220.00%00.0%Unchanged
American Capital Advisory, LLC4$4220.00%+4New
NVWM, LLC5$5270.00%00.0%Unchanged
Transce3nd, LLC5$5270.00%00.0%Unchanged
Sachetta, LLC5$5280.00%−4−44.4%Reduced
Mowery & Schoenfeld Wealth Management, LLC6$6330.00%00.0%Unchanged
Stephens Consulting, LLC6$6330.00%+6New
Highline Wealth Partners LLC7$7380.00%−1−12.5%Reduced
Kilter Group LLC7$7390.00%+7New
HFM Investment Advisors, LLC8$8440.00%+5+166.7%Added
Essential Partners LLC8$8440.00%+8New
Trust Co of Vermont9$9490.00%00.0%Unchanged
Activest Wealth Management9$9490.00%+9New
Tortoise Investment Management, LLC9$9490.00%+9New
Ogorek Anthony Joseph13$1.00K0.00%−47−78.3%Reduced
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Garde Capital, Inc.10$1.05K0.00%00.0%Unchanged
Total Investment Management Inc10$1.07K0.00%+10New
Raffa Wealth Management, LLC11$1.16K0.00%00.0%Unchanged
BankPlus Trust Department11$1.16K0.00%00.0%Unchanged
Binnacle Investments Inc11$1.16K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC12$1.27K0.00%−8−40.0%Reduced
Legacy Investment Solutions, LLC12$1.27K0.00%+12New
Parkworth Wealth Management, Inc.13$1.37K0.00%+3+30.0%Added
Dunhill Financial, LLC15$1.67K0.00%−35−70.0%Reduced
Rialto Wealth Management, LLC16$1.69K0.00%+1+6.7%Added
Hughes Financial Services, LLC15$1.80K0.00%−5−25.0%Reduced
IAG Wealth Partners, LLC20$2.07K0.00%−36−64.3%Reduced
Spire Wealth Management20$2.11K0.00%−2,936−99.3%Reduced
Bruce G. Allen Investments, LLC20$2.11K0.00%−28−58.3%Reduced
Asset Dedication, LLC21$2.21K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.22$2.32K0.00%00.0%Unchanged
WealthTrak Capital Management LLC22$2.32K0.00%+11+100.0%Added
SJS Investment Consulting Inc.26$2.74K0.00%−20−43.5%Reduced
Truvestments Capital LLC26$2.74K0.00%+26New
Pineridge Advisors LLC28$2.98K0.00%00.0%Unchanged
DAGCO, Inc.29$3.06K0.00%00.0%Unchanged
Zions Bancorporation, National Association30$3.16K0.00%+15+100.0%Added
S&T Bank30$3.16K0.00%+15+100.0%Added
Trifecta Capital Advisors, LLC31$3.27K0.00%00.0%Unchanged
TFC Financial Management31$3.27K0.00%+22+244.4%Added
CBIZ Investment Advisory Services, LLC31$3.27K0.00%+31New
Heritage Wealth Advisors32$3.38K0.00%00.0%Unchanged
Evergreen Private Wealth LLC35$3.69K0.00%+35New
Cape Investment Advisory, Inc.36$3.80K0.00%00.0%Unchanged
ORG Partners LLC35$3.85K0.00%−26−42.6%Reduced
Valley National Advisers Inc38$4.00K0.00%−5−11.6%Reduced
Howard Hughes Medical Institute43$4.54K0.00%+43New
Prestige Wealth Management Group LLC44$4.65K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.49$5.17K0.00%00.0%Unchanged
Abound Wealth Management50$5.27K0.00%+44+733.3%Added
N.E.W. Advisory Services LLC50$5.29K0.00%−151−75.1%Reduced
Harbor Investment Advisory, LLC52$5.48K0.00%00.0%Unchanged
Red Tortoise LLC54$5.70K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$5.80K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$6.01K0.00%00.0%Unchanged
Kozak & Associates, Inc.55$6.20K0.00%+1+1.9%Added
Frazier Financial Advisors, LLC59$6.22K0.00%00.0%Unchanged
Hollencrest Capital Management60$6.33K0.00%00.0%Unchanged
MV Capital Management, Inc.62$6.54K0.00%−418−87.1%Reduced
Caitong International Asset Management Co., Ltd62$6.54K0.00%+62New
Avion Wealth68$7.00K0.00%−6−8.1%Reduced
Rakuten Securities, Inc.67$7.07K0.00%−3−4.3%Reduced
Caldwell Sutter Capital, Inc.69$7.28K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC70$7.38K0.00%00.0%Unchanged
SBI Securities Co., Ltd.71$7.49K0.00%−60−45.8%Reduced
Private Wealth Management Group, LLC71$7.49K0.00%−12−14.5%Reduced
High Note Wealth, LLC73$7.70K0.00%00.0%Unchanged
South State Corp.75$7.91K0.00%−18−19.4%Reduced
Hazlett, Burt & Watson, Inc.76$8.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.76$8.03K0.00%−273−78.2%Reduced
Atwood & Palmer Inc79$8.33K0.00%+79New
Cherry Tree Wealth Management, LLC80$8.44K0.00%00.0%Unchanged
Aspect Partners, LLC84$8.86K0.00%00.0%Unchanged
West Oak Capital, LLC85$9.00K0.00%00.0%Unchanged
New Millennium Group LLC89$9.39K0.01%00.0%Unchanged
Beacon Capital Management, LLC97$10.2K0.00%+9+10.2%Added
Sierra Ocean, LLC97$10.3K0.01%−37−27.6%Reduced
Proffitt & Goodson Inc101$10.7K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC102$10.8K0.00%−655−86.5%Reduced
Brown, Lisle/Cummings, Inc.106$11.2K0.00%00.0%Unchanged
GFG Capital, LLC106$11.2K0.00%+106New
True Wealth Design, LLC108$11.4K0.00%+54+100.0%Added
Moisand Fitzgerald Tamayo, LLC113$11.9K0.00%00.0%Unchanged
Morse Asset Management, Inc120$12.7K0.00%−450−78.9%Reduced
Crews Bank & Trust120$12.7K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC121$12.8K0.00%+13+12.0%Added
Armstrong Advisory Group, Inc122$12.9K0.00%−47−27.8%Reduced
GW&K Investment Management, LLC122$13.0K0.00%+8+7.0%Added
Valued Wealth Advisors LLC129$13.6K0.01%−40−23.7%Reduced