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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Addison Advisors LLC | 130 | $13.7K | 0.00% | +62+91.2% | Added |
| Quest 10 Wealth Builders, Inc. | 135 | $14.2K | 0.01% | −1−0.7% | Reduced |
| Creekmur Asset Management LLC | 137 | $14.4K | 0.00% | +137 | New |
| Strategic Wealth Partners, Ltd. | 138 | $14.6K | 0.00% | +138 | New |
| Atlantic Trust, LLC | 138 | $14.6K | 0.00% | +138 | New |
| Farmers & Merchants Investments Inc | 140 | $14.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 141 | $14.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 142 | $15.0K | 0.00% | −1,926−93.1% | Reduced |
| TSFG, LLC | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 146 | $15.4K | 0.00% | −6,055−97.6% | Reduced |
| Byrne Asset Management LLC | 150 | $15.8K | 0.01% | −32−17.6% | Reduced |
| Rise Advisors, LLC | 150 | $15.8K | 0.01% | +6+4.2% | Added |
| Whipplewood Advisors, LLC | 154 | $16.2K | 0.01% | +127+470.4% | Added |
| Evelyn Partners Investment Management LLP | 154 | $16.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 165 | $17.4K | 0.00% | −35−17.5% | Reduced |
| Fortitude Family Office, LLC | 171 | $18.0K | 0.01% | −151−46.9% | Reduced |
| Creative Financial Designs Inc | 185 | $19.5K | 0.00% | −49−20.9% | Reduced |
| AdvisorNet Financial, Inc | 186 | $19.7K | 0.00% | −6−3.1% | Reduced |
| Country Trust Bank | 187 | $19.7K | 0.00% | +187 | New |
| Bell Investment Advisors, Inc | 197 | $20.8K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $21.1K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 205 | $21.6K | 0.00% | +34+19.9% | Added |
| Community Bank, N.A. | 210 | $22.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $22.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $22.4K | 0.00% | −5−2.3% | Reduced |
| CNB Bank | 219 | $23.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 217 | $23.2K | 0.00% | +67+44.7% | Added |
| LRI Investments, LLC | 221 | $23.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 227 | $23.9K | 0.00% | −700−75.5% | Reduced |
| Rossby Financial, LCC | 247 | $26.0K | 0.01% | +20+8.8% | Added |
| WPG Advisers, LLC | 259 | $27.3K | 0.02% | +11+4.4% | Added |
| Whittier Trust Co | 280 | $29.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 284 | $30.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $30.1K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 306 | $32.3K | 0.00% | +306 | New |
| Headlands Technologies LLC | 329 | $34.7K | 0.00% | −1,030−75.8% | Reduced |
| Rexford Capital Inc | 330 | $34.8K | 0.03% | +330 | New |
| DT Investment Partners, LLC | 334 | $35.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 301 | $37.1K | 0.01% | +301 | New |
| Coastline Trust Co | 381 | $40.2K | 0.00% | −9,922−96.3% | Reduced |
| Security National Bank | 390 | $41.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 404 | $42.6K | 0.00% | +4+1.0% | Added |
| Golden State Wealth Management, LLC | 409 | $43.1K | 0.01% | −500−55.0% | Reduced |
| Financial Perspectives, Inc | 410 | $43.2K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 420 | $44.3K | 0.03% | +105+33.3% | Added |
| Longview Financial Advisors LLC | 426 | $44.9K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $45.1K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $46.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 451 | $47.6K | 0.01% | +57+14.5% | Added |
| Catalyst Capital Advisors LLC | 453 | $47.8K | 0.00% | −74−14.0% | Reduced |
| Capital Advisors, Ltd. LLC | 468 | $49.0K | 0.01% | −2−0.4% | Reduced |
| Oakworth Capital, Inc. | 465 | $49.0K | 0.00% | −64−12.1% | Reduced |
| Reyes Financial Architecture, Inc. | 466 | $49.1K | 0.04% | −304−39.5% | Reduced |
| TD Waterhouse Canada Inc. | 452 | $49.7K | 0.00% | +31+7.4% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $52.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 500 | $52.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 448 | $54.2K | 0.01% | −61−12.0% | Reduced |
| AllSquare Wealth Management LLC | 516 | $54.4K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 533 | $56.2K | 0.01% | +348+188.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $57.5K | 0.02% | +57+11.7% | Added |
| Onefund, LLC | 553 | $58.0K | 0.04% | +553 | New |
| Bartlett & Co. Wealth Management LLC | 549 | $58.0K | 0.00% | −102−15.7% | Reduced |
| Cromwell Holdings LLC | 580 | $61.3K | 0.04% | +88+17.9% | Added |
| Rothschild Investment LLC | 587 | $61.9K | 0.00% | −77−11.6% | Reduced |
| MUFG Securities EMEA plc | 596 | $62.9K | 0.00% | +596 | New |
| Johnson Financial Group, Inc. | 609 | $64.4K | 0.00% | +609 | New |
| Richardson Financial Services Inc. | 587 | $64.5K | 0.04% | +71+13.8% | Added |
| Sarver Vrooman Wealth Advisors | 624 | $65.8K | 0.04% | −149−19.3% | Reduced |
| CVA Family Office, LLC | 636 | $67.1K | 0.01% | −1−0.2% | Reduced |
| Quest Partners LLC | 653 | $68.9K | 0.01% | −9,755−93.7% | Reduced |
| Sentry Investment Management LLC | 637 | $69.0K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 632 | $69.5K | 0.02% | +20+3.3% | Added |
| International Assets Investment Management, LLC | 20,499 | $72.7K | 0.01% | +20,499 | New |
| Raiffeisen Bank International AG | 711 | $73.6K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 718 | $75.7K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 754 | $79.5K | 0.01% | −6−0.8% | Reduced |
| Adirondack Trust Co | 822 | $86.7K | 0.03% | +7+0.9% | Added |
| Pandora Wealth, Inc. | 857 | $90.4K | 0.06% | −90−9.5% | Reduced |
| Hantz Financial Services, Inc. | 922 | $97.0K | 0.00% | +466+102.2% | Added |
| Quarry LP | 934 | $98.5K | 0.02% | +363+63.6% | Added |
| Bay Harbor Wealth Management, LLC | 935 | $98.8K | 0.03% | +45+5.1% | Added |
| Mount Yale Investment Advisors, LLC | 961 | $101.3K | 0.01% | +961 | New |
| Private Trust Co NA | 1,005 | $106.0K | 0.01% | −694−40.8% | Reduced |
| MAI Capital Management | 1,009 | $106.4K | 0.00% | −371−26.9% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $111.6K | 0.08% | 00.0% | Unchanged |
| State of Wyoming | 1,158 | $122.1K | 0.01% | −1,241−51.7% | Reduced |
| Westpac Banking Corp | 1,162 | $122.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,212 | $127.8K | 0.01% | +804+197.1% | Added |
| Massmutual Trust Co FSB | 1,272 | $134.1K | 0.00% | −400−23.9% | Reduced |
| Concord Wealth Partners | 1,276 | $134.6K | 0.02% | −5,636−81.5% | Reduced |
| Smartleaf Asset Management LLC | 1,280 | $135.1K | 0.01% | −431−25.2% | Reduced |
| Franchise Capital Ltd | 1,300 | $137.1K | 0.07% | +1,300 | New |
| Covestor Ltd | 1,351 | $142.0K | 0.08% | −276−17.0% | Reduced |
| Simplex Trading, LLC | 1,369 | $144.0K | 0.00% | −3,924−74.1% | Reduced |
| Peterson Wealth Services | 1,386 | $146.2K | 0.04% | −164−10.6% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $148.0K | 0.00% | −311,994−99.6% | Reduced |
| Clear Street Markets LLC | 1,422 | $150.0K | 0.05% | +1,422 | New |
| Fulcrum Asset Management LLP | 1,466 | $154.6K | 0.04% | +1,466 | New |
| Bokf, NA | 1,472 | $155.2K | 0.00% | 00.0% | Unchanged |