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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
Park Square Financial Group, LLC1,518$160.1K0.12%−21−1.4%Reduced
Key Financial Inc1,604$169.2K0.03%+1,604New
Bryn Mawr Trust Co1,642$173.2K0.00%−303−15.6%Reduced
Ronald Blue Trust, Inc.1,715$180.9K0.00%+166+10.7%Added
Hemington Wealth Management1,751$184.0K0.03%−27−1.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,821$192.0K0.00%+793+77.1%Added
Ossiam1,878$198.1K0.00%+371+24.6%Added
Harbor Asset Planning, Inc.1,886$198.9K0.19%+1,886New
Harbour Investments, Inc.1,888$199.1K0.01%−562−22.9%Reduced
Ameritas Investment Partners, Inc.1,892$199.5K0.01%−106−5.3%Reduced
Stratos Wealth Partners, LTD.1,900$200.4K0.00%−4,352−69.6%Reduced
Omnitrust Wealth Management, Inc1,502$206.1K0.25%+1,502New
Clearstead Advisors, LLC1,961$206.8K0.00%+1,961New
Avestar Capital, LLC1,964$207.6K0.02%−1,124−36.4%Reduced
Cigna Investments Inc1,976$208.0K0.04%−93−4.5%Reduced
Roman Butler Fullerton & Co1,796$209.0K0.06%+1,796New
Interchange Capital Partners, LLC1,983$209.0K0.05%−97−4.7%Reduced
Maripau Wealth Management LLC1,996$210.3K0.11%+1,996New
Second Line Capital, LLC2,008$212.3K0.05%+2,008New
Juncture Wealth Strategies, LLC2,019$212.9K0.08%00.0%Unchanged
Moody National Bank Trust Division2,035$214.6K0.02%00.0%Unchanged
Opal Wealth Advisors, LLC2,045$215.7K0.06%−114−5.3%Reduced
Omnia Family Wealth, LLC2,065$218.2K0.08%−268−11.5%Reduced
Edmp, Inc.2,091$220.5K0.19%00.0%Unchanged
Fortem Financial Group, LLC2,105$222.0K0.07%−400−16.0%Reduced
Stratos Wealth Advisors, LLC2,112$222.8K0.01%−13−0.6%Reduced
AMG National Trust Bank2,121$223.7K0.01%00.0%Unchanged
Red Door Wealth Management, LLC2,129$224.5K0.03%+2,129New
Apella Capital, LLC2,076$224.5K0.01%+10+0.5%Added
Guardian Wealth Advisors, LLC2,134$225.1K0.02%+7+0.3%Added
First Eagle Investment Management, LLC2,150$226.7K0.00%+536+33.2%Added
Stonehaven Wealth & Tax Solutions, LLC2,154$227.2K0.22%00.0%Unchanged
Patton Fund Management, Inc.2,161$227.9K0.05%+2,161New
Ieq Capital, LLC2,164$228.2K0.00%−588−21.4%Reduced
Foundations Investment Advisors, LLC2,166$228.4K0.00%−164−7.0%Reduced
Pallas Capital Advisors LLC2,185$230.4K0.01%−116−5.0%Reduced
Colonial Trust Co2,196$231.5K0.03%−4−0.2%Reduced
Cullen/Frost Bankers, Inc.2,209$233.0K0.00%−320−12.7%Reduced
Measured Wealth Private Client Group, LLC2,223$234.4K0.07%−1,321−37.3%Reduced
McGlone Suttner Wealth Management, Inc.2,224$234.6K0.04%−10−0.4%Reduced
Independent Financial Group, LLC2,233$235.5K0.01%+15+0.7%Added
Providence Capital Advisors, LLC2,241$236.3K0.04%00.0%Unchanged
Hancock Whitney Corp2,244$236.7K0.00%−2−0.1%Reduced
National Asset Management, Inc.2,247$236.9K0.01%−451−16.7%Reduced
Hilltop Holdings Inc.2,247$237.0K0.02%−334−12.9%Reduced
Brookstone Capital Management2,252$237.5K0.00%+2,252New
Leavell Investment Management, Inc.2,260$238.8K0.01%+102+4.7%Added
Stephens Inc2,270$239.4K0.00%+46+2.1%Added
Diversified Trust Co2,277$240.1K0.01%−55−2.4%Reduced
U.S. Capital Wealth Advisors, LLC2,278$240.2K0.01%+2,278New
Bridgefront Capital, LLC2,279$240.3K0.06%−2,852−55.6%Reduced
Portside Wealth Group, LLC2,284$240.9K0.04%+2,284New
Smithfield Trust Co2,337$246.0K0.01%−116−4.7%Reduced
CX Institutional2,331$246.0K0.01%−38−1.6%Reduced
Rooted Wealth Advisors, Inc.2,153$246.0K0.09%+2,153New
CFC Planning Co LLC2,333$246.0K0.24%−50−2.1%Reduced
MBB Public Markets I LLC2,336$246.4K0.03%−544−18.9%Reduced
Capital Analysts, LLC2,350$248.0K0.01%00.0%Unchanged
Trust Asset Management LLC2,382$251.2K0.02%00.0%Unchanged
Manchester Capital Management LLC2,385$251.5K0.03%00.0%Unchanged
Skopos Labs, Inc.2,436$256.9K0.03%+633+35.1%Added
Exencial Wealth Advisors, LLC2,445$257.9K0.01%−57−2.3%Reduced
Machina Capital S.A.S.2,462$259.6K0.05%−4,014−62.0%Reduced
3Chopt Investment Partners, LLC2,456$259.8K0.06%−21,757−89.9%Reduced
Capstone Investment Advisors, LLC2,472$260.7K0.00%−1,024−29.3%Reduced
SC&H Financial Advisors, Inc.2,480$261.5K0.04%00.0%Unchanged
Burford Brothers, Inc.2,488$262.4K0.12%−20−0.8%Reduced
Cidel Asset Management Inc2,491$262.7K0.02%+232+10.3%Added
Washington Trust Bank2,500$263.6K0.02%00.0%Unchanged
Wealthcare Advisory Partners LLC2,518$265.5K0.01%+2,518New
Tyler-Stone Wealth Management2,544$268.3K0.04%00.0%Unchanged
Centaurus Financial, Inc.2,551$269.0K0.02%+12+0.5%Added
Bingham Private Wealth, LLC2,554$269.3K0.26%+82+3.3%Added
Perigon Wealth Management, LLC2,596$273.8K0.01%−126−4.6%Reduced
Golden State Equity Partners2,598$274.0K0.05%−19−0.7%Reduced
Voya Financial Advisors, Inc.2,602$274.6K0.03%−95−3.5%Reduced
Parallax Volatility Advisers, L.P.2,615$275.8K0.01%−26,475−91.0%Reduced
Paradigm Financial Partners, LLC2,622$276.5K0.03%+175+7.2%Added
Modern Wealth Management, LLC2,633$277.7K0.01%−492−15.7%Reduced
Greenleaf Trust2,667$281.3K0.00%−538−16.8%Reduced
Encompass More Asset Management2,674$282.1K0.07%+2,674New
Transcend Wealth Collective, LLC2,675$282.1K0.02%−6,714−71.5%Reduced
CWM Advisors, LLC2,677$282.3K0.03%−21,382−88.9%Reduced
Geneos Wealth Management Inc.2,698$284.5K0.01%+131+5.1%Added
Siemens Fonds Invest GmbH2,802$295.5K0.02%+409+17.1%Added
Argent Trust Co2,805$295.8K0.01%−133−4.5%Reduced
EntryPoint Capital, LLC2,806$295.9K0.15%+2,806New
Camden Capital, LLC2,812$296.6K0.03%+31+1.1%Added
Dynamic Advisor Solutions LLC2,815$296.9K0.01%+510+22.1%Added
Renasant Bank2,828$298.2K0.20%−139−4.7%Reduced
1858 Wealth Management, LLC2,837$299.2K0.22%−82−2.8%Reduced
Integrated Wealth Concepts LLC2,864$302.0K0.00%+454+18.8%Added
Evergreen Capital Management LLC2,875$303.7K0.01%+78+2.8%Added
Quent Capital, LLC2,897$305.5K0.03%+37+1.3%Added
Optimum Investment Advisors2,900$305.8K0.13%00.0%Unchanged
J. Safra Sarasin Holding AG2,906$306.5K0.01%−17,187−85.5%Reduced
Fiduciary Trust Co2,932$309.2K0.00%+310+11.8%Added
Fiduciary Alliance LLC2,949$311.0K0.02%−431−12.8%Reduced
Plato Investment Management Ltd2,991$314.3K0.02%00.0%Unchanged
Horizon Advisory Services, Inc.2,996$316.0K0.17%+20+0.7%Added