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 |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 4,613 | $486.5K | 0.02% | −3,701−44.5% | Reduced |
| Aldebaran Financial Inc. | 4,700 | $495.7K | 0.55% | −200−4.1% | Reduced |
| One Wealth Advisors, LLC | 4,700 | $495.7K | 0.07% | +1,281+37.5% | Added |
| Snowden Capital Advisors LLC | 4,775 | $504.6K | 0.01% | −456−8.7% | Reduced |
| Coldstream Capital Management Inc | 4,822 | $508.5K | 0.01% | +48+1.0% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $509.3K | 0.01% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 4,852 | $512.8K | 0.22% | +4,852 | New |
| Ellevest, Inc. | 4,869 | $513.5K | 0.08% | +1,028+26.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $516.8K | 0.02% | −1,800−26.9% | Reduced |
| Strategic Investment Advisors | 4,960 | $517.1K | 0.05% | −897−15.3% | Reduced |
| Banque Cantonale Vaudoise | 4,911 | $518.0K | 0.02% | −1,084−18.1% | Reduced |
| Quadrant Capital Group LLC | 4,934 | $520.3K | 0.02% | +122+2.5% | Added |
| Investment Management Corp of Ontario | 4,951 | $522.1K | 0.01% | −2,668−35.0% | Reduced |
| Corient IA LLC | 5,000 | $527.3K | 0.31% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,096 | $537.4K | 0.04% | −172−3.3% | Reduced |
| Johnson Investment Counsel Inc | 5,114 | $539.3K | 0.00% | −1,276−20.0% | Reduced |
| LVW Advisors, LLC | 5,170 | $545.2K | 0.06% | −1,783−25.6% | Reduced |
| Csenge Advisory Group | 5,585 | $547.5K | 0.03% | +163+3.0% | Added |
| Tocqueville Asset Management L.P. | 5,206 | $549.0K | 0.01% | +144+2.8% | Added |
| Kestra Investment Management, LLC | 5,274 | $549.3K | 0.01% | +2,657+101.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,226 | $551.1K | 0.02% | −318−5.7% | Reduced |
| Menard Financial Group LLC | 5,243 | $552.9K | 0.33% | +57+1.1% | Added |
| Meridian Wealth Management, LLC | 5,280 | $556.9K | 0.02% | −4,828−47.8% | Reduced |
| Monument Capital Management | 5,339 | $563.1K | 0.15% | −37,013−87.4% | Reduced |
| NBC Securities, Inc. | 5,365 | $565.0K | 0.05% | +170+3.3% | Added |
| Econ Financial Services Corp | 5,375 | $566.8K | 0.29% | +5,375 | New |
| Patron Partners Advisors, LLC | 5,400 | $569.5K | 0.28% | 00.0% | Unchanged |
| Wahed Invest LLC | 5,430 | $572.6K | 0.09% | −62−1.1% | Reduced |
| Everhart Financial Group, Inc. | 5,434 | $573.1K | 0.07% | +10+0.2% | Added |
| Meeder Advisory Services, Inc. | 5,443 | $574.0K | 0.03% | +647+13.5% | Added |
| Jones Financial Companies LLLP | 5,449 | $574.9K | 0.00% | +506+10.2% | Added |
| IFP Advisors, Inc | 4,588 | $576.3K | 0.02% | −1,709−27.1% | Reduced |
| CSS LLC | 5,480 | $577.9K | 0.04% | −1,010−15.6% | Reduced |
| Anchor Investment Management, LLC | 5,531 | $583.3K | 0.05% | −443−7.4% | Reduced |
| Inscription Capital, LLC | 5,543 | $584.6K | 0.08% | +5,543 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,546 | $584.9K | 0.04% | −384−6.5% | Reduced |
| Liberty Wealth Management LLC | 5,551 | $585.4K | 0.09% | +13+0.2% | Added |
| Leonteq Securities AG | 5,554 | $585.7K | 0.03% | +1,077+24.1% | Added |
| Knuff & Co LLC | 5,465 | $586.9K | 0.18% | −322−5.6% | Reduced |
| Kathmere Capital Management, LLC | 5,689 | $600.0K | 0.05% | +487+9.4% | Added |
| We Are One Seven, LLC | 5,880 | $620.1K | 0.02% | −486−7.6% | Reduced |
| Fiduciary Family Office, LLC | 5,932 | $625.6K | 0.20% | −4,076−40.7% | Reduced |
| Jain Global LLC | 5,998 | $632.5K | 0.01% | +5,998 | New |
| Montgomery Investment Management Inc | 6,000 | $632.8K | 0.24% | +6,000 | New |
| Penserra Capital Management LLC | 6,022 | $633.0K | 0.01% | +403+7.2% | Added |
| Van Hulzen Asset Management, LLC | 6,016 | $634.4K | 0.05% | +1,400+30.3% | Added |
| RSM US Wealth Management LLC | 6,017 | $635.9K | 0.01% | +986+19.6% | Added |
| Wellington Management Group LLP | 6,042 | $637.2K | 0.00% | −16,060−72.7% | Reduced |
| Moloney Securities Asset Management, LLC | 6,067 | $639.8K | 0.08% | −141−2.3% | Reduced |
| Intech Investment Management LLC | 6,183 | $652.1K | 0.01% | −30,182−83.0% | Reduced |
| Farther Finance Advisors, LLC | 6,303 | $664.7K | 0.01% | +2,873+83.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,394 | $674.3K | 0.01% | −45−0.7% | Reduced |
| Independent Advisor Alliance | 6,414 | $676.4K | 0.02% | −2,598−28.8% | Reduced |
| Formidable Asset Management, LLC | 6,455 | $680.7K | 0.11% | −665−9.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,504 | $685.9K | 0.02% | −3,578−35.5% | Reduced |
| MQS Management LLC | 6,566 | $692.5K | 0.38% | +6,566 | New |
| Bank of Hawaii | 6,595 | $695.5K | 0.04% | +4,242+180.3% | Added |
| V-Square Quantitative Management LLC | 6,631 | $699.3K | 0.09% | +127+2.0% | Added |
| Concurrent Investment Advisors, LLC | 6,648 | $701.1K | 0.01% | −1,564−19.0% | Reduced |
| Group One Trading, L.P. | 6,665 | $702.9K | 0.02% | +5,250+371.0% | Added |
| Cooper Financial Group | 6,697 | $706.3K | 0.08% | +92+1.4% | Added |
| Two Sigma Securities, LLC | 6,705 | $707.1K | 0.09% | +6,705 | New |
| Outlook Wealth Advisors, LLC | 6,832 | $720.5K | 0.19% | −18−0.3% | Reduced |
| Signaturefd, LLC | 6,838 | $721.1K | 0.01% | +194+2.9% | Added |
| Sowell Financial Services LLC | 6,881 | $725.7K | 0.03% | +1,004+17.1% | Added |
| Erste Asset Management GmbH | 6,937 | $728.0K | 0.01% | +6,937 | New |
| SG Americas Securities, LLC | 6,912 | $729.0K | 0.00% | −2,616−27.5% | Reduced |
| Gateway Investment Advisers LLC | 6,933 | $731.2K | 0.01% | −26−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 6,986 | $736.7K | 0.02% | +1,540+28.3% | Added |
| Aster Capital Management (DIFC) Ltd | 7,004 | $738.6K | 0.17% | −14,385−67.3% | Reduced |
| Eqis Capital Management, Inc. | 7,063 | $744.9K | 0.06% | −192−2.6% | Reduced |
| Drucker Wealth 3.0, LLC | 6,555 | $745.8K | 0.14% | +6,555 | New |
| Private Advisor Group, LLC | 7,084 | $747.1K | 0.00% | −189−2.6% | Reduced |
| Logan Capital Management Inc | 7,116 | $750.5K | 0.03% | −6,323−47.0% | Reduced |
| TFB Advisors LLC | 7,262 | $765.9K | 0.20% | +715+10.9% | Added |
| AIA Group Ltd | 7,283 | $768.1K | 0.02% | −334−4.4% | Reduced |
| Ascent Group, LLC | 7,310 | $770.9K | 0.03% | +1,509+26.0% | Added |
| Graham Capital Management, L.P. | 7,349 | $775.0K | 0.02% | +7,349 | New |
| TownSquare Capital, LLC | 7,394 | $779.8K | 0.08% | −13,775−65.1% | Reduced |
| Intact Investment Management Inc. | 7,400 | $780.4K | 0.03% | +7,400 | New |
| Bradley Foster & Sargent Inc | 7,405 | $780.9K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 7,406 | $781.0K | 0.62% | +800+12.1% | Added |
| Aprio Wealth Management, LLC | 7,416 | $782.1K | 0.09% | +2,277+44.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,424 | $782.9K | 0.03% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 7,448 | $785.5K | 0.59% | 00.0% | Unchanged |
| HM Payson & Co | 7,450 | $785.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,456 | $786.3K | 0.00% | +177+2.4% | Added |
| Sequoia Financial Advisors, LLC | 7,548 | $796.0K | 0.01% | −14,467−65.7% | Reduced |
| CoreCap Advisors, LLC | 7,584 | $799.8K | 0.03% | +5,728+308.6% | Added |
| CIBC Private Wealth Group, LLC | 7,597 | $801.1K | 0.00% | −3,162−29.4% | Reduced |
| Traub Capital Management LLC | 7,672 | $809.1K | 0.75% | +7,672 | New |
| Ostrum Asset Management | 7,820 | $824.7K | 0.04% | −134−1.7% | Reduced |
| Beacon Pointe Advisors, LLC | 7,851 | $828.0K | 0.01% | −97−1.2% | Reduced |
| Fox Run Management, L.L.C. | 7,868 | $829.8K | 0.14% | +7,868 | New |
| Bessemer Group Inc | 7,889 | $833.0K | 0.00% | −244−3.0% | Reduced |
| Kesler, Norman & Wride, LLC | 7,990 | $843.0K | 0.15% | +248+3.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 7,995 | $843.2K | 0.00% | −16,619−67.5% | Reduced |
| Greenfield Savings Bank | 7,997 | $843.4K | 0.38% | +695+9.5% | Added |
| Lighthouse Investment Partners, LLC | 8,000 | $843.7K | 0.04% | +8,000 | New |
| Empirical Finance, LLC | 8,001 | $843.8K | 0.04% | +45+0.6% | Added |