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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 6,016 | $634.4K | 0.05% | +1,400+30.3% | Added |
| Penserra Capital Management LLC | 6,022 | $633.0K | 0.01% | +403+7.2% | Added |
| Montgomery Investment Management Inc | 6,000 | $632.8K | 0.24% | +6,000 | New |
| Jain Global LLC | 5,998 | $632.5K | 0.01% | +5,998 | New |
| Fiduciary Family Office, LLC | 5,932 | $625.6K | 0.20% | −4,076−40.7% | Reduced |
| We Are One Seven, LLC | 5,880 | $620.1K | 0.02% | −486−7.6% | Reduced |
| Kathmere Capital Management, LLC | 5,689 | $600.0K | 0.05% | +487+9.4% | Added |
| Knuff & Co LLC | 5,465 | $586.9K | 0.18% | −322−5.6% | Reduced |
| Leonteq Securities AG | 5,554 | $585.7K | 0.03% | +1,077+24.1% | Added |
| Liberty Wealth Management LLC | 5,551 | $585.4K | 0.09% | +13+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,546 | $584.9K | 0.04% | −384−6.5% | Reduced |
| Inscription Capital, LLC | 5,543 | $584.6K | 0.08% | +5,543 | New |
| Anchor Investment Management, LLC | 5,531 | $583.3K | 0.05% | −443−7.4% | Reduced |
| CSS LLC | 5,480 | $577.9K | 0.04% | −1,010−15.6% | Reduced |
| IFP Advisors, Inc | 4,588 | $576.3K | 0.02% | −1,709−27.1% | Reduced |
| Jones Financial Companies LLLP | 5,449 | $574.9K | 0.00% | +506+10.2% | Added |
| Meeder Advisory Services, Inc. | 5,443 | $574.0K | 0.03% | +647+13.5% | Added |
| Everhart Financial Group, Inc. | 5,434 | $573.1K | 0.07% | +10+0.2% | Added |
| Wahed Invest LLC | 5,430 | $572.6K | 0.09% | −62−1.1% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $569.5K | 0.28% | 00.0% | Unchanged |
| Econ Financial Services Corp | 5,375 | $566.8K | 0.29% | +5,375 | New |
| NBC Securities, Inc. | 5,365 | $565.0K | 0.05% | +170+3.3% | Added |
| Monument Capital Management | 5,339 | $563.1K | 0.15% | −37,013−87.4% | Reduced |
| Meridian Wealth Management, LLC | 5,280 | $556.9K | 0.02% | −4,828−47.8% | Reduced |
| Menard Financial Group LLC | 5,243 | $552.9K | 0.33% | +57+1.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,226 | $551.1K | 0.02% | −318−5.7% | Reduced |
| Kestra Investment Management, LLC | 5,274 | $549.3K | 0.01% | +2,657+101.5% | Added |
| Tocqueville Asset Management L.P. | 5,206 | $549.0K | 0.01% | +144+2.8% | Added |
| Csenge Advisory Group | 5,585 | $547.5K | 0.03% | +163+3.0% | Added |
| LVW Advisors, LLC | 5,170 | $545.2K | 0.06% | −1,783−25.6% | Reduced |
| Johnson Investment Counsel Inc | 5,114 | $539.3K | 0.00% | −1,276−20.0% | Reduced |
| Applied Finance Capital Management, LLC | 5,096 | $537.4K | 0.04% | −172−3.3% | Reduced |
| Corient IA LLC | 5,000 | $527.3K | 0.31% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 4,951 | $522.1K | 0.01% | −2,668−35.0% | Reduced |
| Quadrant Capital Group LLC | 4,934 | $520.3K | 0.02% | +122+2.5% | Added |
| Banque Cantonale Vaudoise | 4,911 | $518.0K | 0.02% | −1,084−18.1% | Reduced |
| Strategic Investment Advisors | 4,960 | $517.1K | 0.05% | −897−15.3% | Reduced |
| 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 |
| Ellevest, Inc. | 4,869 | $513.5K | 0.08% | +1,028+26.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,852 | $512.8K | 0.22% | +4,852 | New |
| Clarkston Capital Partners, LLC | 4,829 | $509.3K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,822 | $508.5K | 0.01% | +48+1.0% | Added |
| Snowden Capital Advisors LLC | 4,775 | $504.6K | 0.01% | −456−8.7% | 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 |
| Belpointe Asset Management LLC | 4,613 | $486.5K | 0.02% | −3,701−44.5% | Reduced |
| Keebeck Wealth Management, LLC | 4,602 | $486.3K | 0.06% | −18−0.4% | Reduced |
| Central Trust Co | 4,584 | $483.4K | 0.01% | −654−12.5% | Reduced |
| Everence Capital Management Inc | 4,530 | $478.0K | 0.03% | +4,530 | New |
| Wetherby Asset Management Inc | 4,516 | $476.3K | 0.02% | +4,516 | New |
| Versant Capital Management, Inc | 4,511 | $475.7K | 0.07% | +276+6.5% | Added |
| Groupama Asset Managment | 4,464 | $471.0K | 0.01% | +4,464 | New |
| Intrust Bank NA | 4,443 | $468.6K | 0.04% | −135−2.9% | Reduced |
| MUFG Securities Americas Inc. | 4,442 | $468.5K | 0.04% | +858+23.9% | Added |
| Naviter Wealth, LLC | 4,430 | $468.2K | 0.06% | −10−0.2% | Reduced |
| Colonial River Wealth Management, LLC | 4,056 | $467.1K | 0.20% | +1,610+65.8% | Added |
| Callan Family Office, LLC | 4,415 | $465.6K | 0.01% | +2,167+96.4% | Added |
| Jump Financial, LLC | 4,398 | $463.8K | 0.01% | −712−13.9% | Reduced |
| Schwartz Investment Counsel Inc | 4,398 | $463.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4,388 | $462.8K | 0.00% | +11+0.3% | Added |
| DoubleLine ETF Adviser LP | 4,379 | $461.8K | 0.15% | −577−11.6% | Reduced |
| Chicago Partners Investment Group LLC | 3,865 | $461.0K | 0.01% | +1,339+53.0% | Added |
| Nomura Holdings Inc | 4,352 | $459.0K | 0.00% | −2,038−31.9% | Reduced |
| Prudential PLC | 4,316 | $455.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,277 | $451.1K | 0.01% | +255+6.3% | Added |
| Inceptionr LLC | 4,263 | $449.6K | 0.10% | +4,263 | New |
| Harbor Capital Advisors, Inc. | 4,234 | $447.0K | 0.02% | −23−0.5% | Reduced |
| Forum Financial Management, LP | 4,232 | $446.3K | 0.01% | +8+0.2% | Added |
| Atomi Financial Group, Inc. | 4,164 | $439.1K | 0.02% | +101+2.5% | Added |
| Scientech Research LLC | 4,152 | $437.9K | 0.11% | +4,152 | New |
| Ci Investments Inc. | 4,145 | $437.0K | 0.00% | +165+4.1% | Added |
| Cynosure Management, LLC | 4,133 | $435.9K | 0.05% | +822+24.8% | Added |
| Allium Financial Advisors, LLC | 4,106 | $433.0K | 0.38% | −80−1.9% | Reduced |
| Gryphon Financial Partners LLC | 4,095 | $431.9K | 0.06% | +4,095 | New |
| M.E. Allison & Co., Inc. | 4,074 | $429.6K | 0.35% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,072 | $429.5K | 0.00% | −309−7.1% | Reduced |
| Apollon Wealth Management, LLC | 4,037 | $425.8K | 0.01% | −279−6.5% | Reduced |
| TCG Advisory Services, LLC | 4,028 | $424.8K | 0.01% | +4,028 | New |
| Yorktown Management & Research Co Inc | 4,000 | $421.8K | 0.40% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,985 | $420.3K | 0.01% | +428+12.0% | Added |
| Tectonic Advisors LLC | 3,978 | $419.5K | 0.02% | +498+14.3% | Added |
| HighPoint Advisor Group LLC | 3,975 | $419.2K | 0.02% | −73−1.8% | Reduced |
| Mystic Asset Management, Inc. | 3,950 | $416.6K | 0.10% | 00.0% | Unchanged |
| United Community Bank | 3,937 | $415.2K | 0.14% | −639−14.0% | Reduced |
| Old National Bancorp | 3,926 | $414.0K | 0.01% | +66+1.7% | Added |
| Legal Advantage Investments, Inc. | 3,920 | $413.4K | 0.19% | −100−2.5% | Reduced |
| Farringdon Capital, Ltd. | 3,900 | $411.3K | 0.14% | −979−20.1% | Reduced |
| SkyOak Wealth, LLC | 3,895 | $410.8K | 0.08% | +216+5.9% | Added |
| Rehmann Capital Advisory Group | 3,883 | $409.5K | 0.02% | −11−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $407.4K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,858 | $406.9K | 0.17% | −157−3.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,838 | $405.0K | 0.09% | 00.0% | Unchanged |
| Norden Group LLC | 3,839 | $404.9K | 0.04% | +141+3.8% | Added |
| Accurate Wealth Management, LLC | 3,507 | $403.8K | 0.06% | +222+6.8% | Added |
| Three Seasons Wealth, LLC | 3,804 | $402.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,763 | $396.8K | 0.01% | −55−1.4% | Reduced |
| D'Orazio & Associates, Inc. | 3,751 | $395.6K | 0.06% | −32−0.8% | Reduced |
| Umpqua Bank | 3,629 | $395.1K | 0.12% | +585+19.2% | Added |
| Gsa Capital Partners LLP | 3,666 | $387.0K | 0.03% | +3,666 | New |
| Panagora Asset Management Inc | 3,639 | $383.8K | 0.00% | −114,152−96.9% | Reduced |