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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 3,633 | $383.1K | 0.04% | +281+8.4% | Added |
| Ballentine Partners, LLC | 3,630 | $382.8K | 0.01% | +112+3.2% | Added |
| Advus Financial Partners, LLC | 3,625 | $382.3K | 0.10% | −195−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 3,623 | $382.1K | 0.01% | +323+9.8% | Added |
| EP Wealth Advisors, LLC | 3,586 | $378.2K | 0.00% | +1,027+40.1% | Added |
| Smith, Salley & Associates | 3,569 | $376.4K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,567 | $376.2K | 0.06% | 00.0% | Unchanged |
| Midwest Trust Co | 3,560 | $375.4K | 0.01% | +3,560 | New |
| Peapack Gladstone Financial Corp | 3,536 | $373.0K | 0.01% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,517 | $370.9K | 0.14% | +460+15.0% | Added |
| Quantum Private Wealth, LLC | 3,513 | $370.5K | 0.12% | +105+3.1% | Added |
| Sagespring Wealth Partners, LLC | 3,509 | $370.1K | 0.01% | +625+21.7% | Added |
| Resources Investment Advisors, LLC. | 3,506 | $369.7K | 0.00% | +185+5.6% | Added |
| Natixis | 3,493 | $368.4K | 0.00% | −7,795−69.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,469 | $365.9K | 0.13% | −16−0.5% | Reduced |
| Scotia Capital Inc. | 3,432 | $361.9K | 0.00% | +576+20.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,425 | $361.2K | 0.02% | −491−12.5% | Reduced |
| Advisors Capital Management, LLC | 3,424 | $361.1K | 0.00% | −643−15.8% | Reduced |
| NorthRock Partners, LLC | 3,374 | $356.6K | 0.01% | −885−20.8% | Reduced |
| KMG Fiduciary Partners, LLC | 3,322 | $350.3K | 0.03% | −107−3.1% | Reduced |
| GeoWealth Management, LLC | 3,306 | $348.7K | 0.01% | −2,255−40.6% | Reduced |
| Wedmont Private Capital | 3,049 | $346.9K | 0.01% | −444−12.7% | Reduced |
| Hudson Bay Capital Management LP | 3,284 | $346.3K | 0.00% | −31,632−90.6% | Reduced |
| Eads & Heald Wealth Management | 3,277 | $346.0K | 0.17% | −135−4.0% | Reduced |
| First Horizon Advisors, Inc. | 3,268 | $344.7K | 0.01% | +197+6.4% | Added |
| Capital Investment Advisors, LLC | 3,225 | $340.1K | 0.01% | −179−5.3% | Reduced |
| Waterloo Capital, L.P. | 3,218 | $339.4K | 0.03% | +493+18.1% | Added |
| Global Retirement Partners, LLC | 3,211 | $338.6K | 0.01% | +3,211 | New |
| Paradigm Asset Management Co LLC | 3,200 | $337.5K | 0.08% | +1,200+60.0% | Added |
| Nautilus Advisors LLC | 3,195 | $336.9K | 0.25% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 3,185 | $335.9K | 0.00% | −431−11.9% | Reduced |
| Clark Financial Services Group Inc | 3,178 | $335.2K | 0.21% | +311+10.8% | Added |
| TD Private Client Wealth LLC | 3,168 | $334.1K | 0.01% | +644+25.5% | Added |
| Caitlin John, LLC | 3,160 | $333.3K | 0.30% | −3,713−54.0% | Reduced |
| Algert Global LLC | 3,149 | $332.1K | 0.01% | +200+6.8% | Added |
| Florida Financial Advisors, LLC | 3,137 | $330.8K | 0.11% | −1,695−35.1% | Reduced |
| Equitable Holdings, Inc. | 3,126 | $329.7K | 0.00% | +694+28.5% | Added |
| Canada Post Corp Registered Pension Plan | 3,123 | $329.4K | 0.02% | +3,123 | New |
| Cresset Asset Management, LLC | 3,073 | $324.7K | 0.00% | −3,369−52.3% | Reduced |
| Nilsine Partners, LLC | 3,078 | $324.6K | 0.03% | −21,671−87.6% | Reduced |
| Patten Group, Inc. | 3,069 | $323.7K | 0.07% | −656−17.6% | Reduced |
| Allianz SE | 3,040 | $320.6K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,037 | $320.3K | 0.01% | −2,478−44.9% | Reduced |
| Everett Harris & Co | 3,027 | $319.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,019 | $318.4K | 0.02% | −24−0.8% | Reduced |
| Parallel Advisors, LLC | 3,006 | $317.0K | 0.01% | −352−10.5% | Reduced |
| Horizon Advisory Services, Inc. | 2,996 | $316.0K | 0.17% | +20+0.7% | Added |
| Plato Investment Management Ltd | 2,991 | $314.3K | 0.02% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,949 | $311.0K | 0.02% | −431−12.8% | Reduced |
| Fiduciary Trust Co | 2,932 | $309.2K | 0.00% | +310+11.8% | Added |
| J. Safra Sarasin Holding AG | 2,906 | $306.5K | 0.01% | −17,187−85.5% | Reduced |
| Optimum Investment Advisors | 2,900 | $305.8K | 0.13% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,897 | $305.5K | 0.03% | +37+1.3% | Added |
| Evergreen Capital Management LLC | 2,875 | $303.7K | 0.01% | +78+2.8% | Added |
| Integrated Wealth Concepts LLC | 2,864 | $302.0K | 0.00% | +454+18.8% | Added |
| 1858 Wealth Management, LLC | 2,837 | $299.2K | 0.22% | −82−2.8% | Reduced |
| Renasant Bank | 2,828 | $298.2K | 0.20% | −139−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 2,815 | $296.9K | 0.01% | +510+22.1% | Added |
| Camden Capital, LLC | 2,812 | $296.6K | 0.03% | +31+1.1% | Added |
| EntryPoint Capital, LLC | 2,806 | $295.9K | 0.15% | +2,806 | New |
| Argent Trust Co | 2,805 | $295.8K | 0.01% | −133−4.5% | Reduced |
| Siemens Fonds Invest GmbH | 2,802 | $295.5K | 0.02% | +409+17.1% | Added |
| Geneos Wealth Management Inc. | 2,698 | $284.5K | 0.01% | +131+5.1% | Added |
| CWM Advisors, LLC | 2,677 | $282.3K | 0.03% | −21,382−88.9% | Reduced |
| Transcend Wealth Collective, LLC | 2,675 | $282.1K | 0.02% | −6,714−71.5% | Reduced |
| Encompass More Asset Management | 2,674 | $282.1K | 0.07% | +2,674 | New |
| Greenleaf Trust | 2,667 | $281.3K | 0.00% | −538−16.8% | Reduced |
| Modern Wealth Management, LLC | 2,633 | $277.7K | 0.01% | −492−15.7% | Reduced |
| Paradigm Financial Partners, LLC | 2,622 | $276.5K | 0.03% | +175+7.2% | Added |
| Parallax Volatility Advisers, L.P. | 2,615 | $275.8K | 0.01% | −26,475−91.0% | Reduced |
| Voya Financial Advisors, Inc. | 2,602 | $274.6K | 0.03% | −95−3.5% | Reduced |
| Golden State Equity Partners | 2,598 | $274.0K | 0.05% | −19−0.7% | Reduced |
| Perigon Wealth Management, LLC | 2,596 | $273.8K | 0.01% | −126−4.6% | Reduced |
| Bingham Private Wealth, LLC | 2,554 | $269.3K | 0.26% | +82+3.3% | Added |
| Centaurus Financial, Inc. | 2,551 | $269.0K | 0.02% | +12+0.5% | Added |
| Tyler-Stone Wealth Management | 2,544 | $268.3K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,518 | $265.5K | 0.01% | +2,518 | New |
| Washington Trust Bank | 2,500 | $263.6K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,491 | $262.7K | 0.02% | +232+10.3% | Added |
| Burford Brothers, Inc. | 2,488 | $262.4K | 0.12% | −20−0.8% | Reduced |
| SC&H Financial Advisors, Inc. | 2,480 | $261.5K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,472 | $260.7K | 0.00% | −1,024−29.3% | Reduced |
| 3Chopt Investment Partners, LLC | 2,456 | $259.8K | 0.06% | −21,757−89.9% | Reduced |
| Machina Capital S.A.S. | 2,462 | $259.6K | 0.05% | −4,014−62.0% | Reduced |
| Exencial Wealth Advisors, LLC | 2,445 | $257.9K | 0.01% | −57−2.3% | Reduced |
| Skopos Labs, Inc. | 2,436 | $256.9K | 0.03% | +633+35.1% | Added |
| Manchester Capital Management LLC | 2,385 | $251.5K | 0.03% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,382 | $251.2K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,350 | $248.0K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,336 | $246.4K | 0.03% | −544−18.9% | Reduced |
| CFC Planning Co LLC | 2,333 | $246.0K | 0.24% | −50−2.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,153 | $246.0K | 0.09% | +2,153 | New |
| Smithfield Trust Co | 2,337 | $246.0K | 0.01% | −116−4.7% | Reduced |
| CX Institutional | 2,331 | $246.0K | 0.01% | −38−1.6% | Reduced |
| Portside Wealth Group, LLC | 2,284 | $240.9K | 0.04% | +2,284 | New |
| Bridgefront Capital, LLC | 2,279 | $240.3K | 0.06% | −2,852−55.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,278 | $240.2K | 0.01% | +2,278 | New |
| Diversified Trust Co | 2,277 | $240.1K | 0.01% | −55−2.4% | Reduced |
| Stephens Inc | 2,270 | $239.4K | 0.00% | +46+2.1% | Added |
| Leavell Investment Management, Inc. | 2,260 | $238.8K | 0.01% | +102+4.7% | Added |