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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 2,252 | $237.5K | 0.00% | +2,252 | New |
| Hilltop Holdings Inc. | 2,247 | $237.0K | 0.02% | −334−12.9% | Reduced |
| National Asset Management, Inc. | 2,247 | $236.9K | 0.01% | −451−16.7% | Reduced |
| Hancock Whitney Corp | 2,244 | $236.7K | 0.00% | −2−0.1% | Reduced |
| Providence Capital Advisors, LLC | 2,241 | $236.3K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,233 | $235.5K | 0.01% | +15+0.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,224 | $234.6K | 0.04% | −10−0.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,223 | $234.4K | 0.07% | −1,321−37.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,209 | $233.0K | 0.00% | −320−12.7% | Reduced |
| Colonial Trust Co | 2,196 | $231.5K | 0.03% | −4−0.2% | Reduced |
| Pallas Capital Advisors LLC | 2,185 | $230.4K | 0.01% | −116−5.0% | Reduced |
| Foundations Investment Advisors, LLC | 2,166 | $228.4K | 0.00% | −164−7.0% | Reduced |
| Ieq Capital, LLC | 2,164 | $228.2K | 0.00% | −588−21.4% | Reduced |
| Patton Fund Management, Inc. | 2,161 | $227.9K | 0.05% | +2,161 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 2,154 | $227.2K | 0.22% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,150 | $226.7K | 0.00% | +536+33.2% | Added |
| Guardian Wealth Advisors, LLC | 2,134 | $225.1K | 0.02% | +7+0.3% | Added |
| Apella Capital, LLC | 2,076 | $224.5K | 0.01% | +10+0.5% | Added |
| Red Door Wealth Management, LLC | 2,129 | $224.5K | 0.03% | +2,129 | New |
| AMG National Trust Bank | 2,121 | $223.7K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,112 | $222.8K | 0.01% | −13−0.6% | Reduced |
| Fortem Financial Group, LLC | 2,105 | $222.0K | 0.07% | −400−16.0% | Reduced |
| Edmp, Inc. | 2,091 | $220.5K | 0.19% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,065 | $218.2K | 0.08% | −268−11.5% | Reduced |
| Opal Wealth Advisors, LLC | 2,045 | $215.7K | 0.06% | −114−5.3% | Reduced |
| Moody National Bank Trust Division | 2,035 | $214.6K | 0.02% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,019 | $212.9K | 0.08% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,008 | $212.3K | 0.05% | +2,008 | New |
| Maripau Wealth Management LLC | 1,996 | $210.3K | 0.11% | +1,996 | New |
| Interchange Capital Partners, LLC | 1,983 | $209.0K | 0.05% | −97−4.7% | Reduced |
| Roman Butler Fullerton & Co | 1,796 | $209.0K | 0.06% | +1,796 | New |
| Cigna Investments Inc | 1,976 | $208.0K | 0.04% | −93−4.5% | Reduced |
| Avestar Capital, LLC | 1,964 | $207.6K | 0.02% | −1,124−36.4% | Reduced |
| Clearstead Advisors, LLC | 1,961 | $206.8K | 0.00% | +1,961 | New |
| Omnitrust Wealth Management, Inc | 1,502 | $206.1K | 0.25% | +1,502 | New |
| Stratos Wealth Partners, LTD. | 1,900 | $200.4K | 0.00% | −4,352−69.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,892 | $199.5K | 0.01% | −106−5.3% | Reduced |
| Harbour Investments, Inc. | 1,888 | $199.1K | 0.01% | −562−22.9% | Reduced |
| Harbor Asset Planning, Inc. | 1,886 | $198.9K | 0.19% | +1,886 | New |
| Ossiam | 1,878 | $198.1K | 0.00% | +371+24.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,821 | $192.0K | 0.00% | +793+77.1% | Added |
| Hemington Wealth Management | 1,751 | $184.0K | 0.03% | −27−1.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,715 | $180.9K | 0.00% | +166+10.7% | Added |
| Bryn Mawr Trust Co | 1,642 | $173.2K | 0.00% | −303−15.6% | Reduced |
| Key Financial Inc | 1,604 | $169.2K | 0.03% | +1,604 | New |
| Park Square Financial Group, LLC | 1,518 | $160.1K | 0.12% | −21−1.4% | Reduced |
| Bokf, NA | 1,472 | $155.2K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 1,466 | $154.6K | 0.04% | +1,466 | New |
| Clear Street Markets LLC | 1,422 | $150.0K | 0.05% | +1,422 | New |
| Cohen & Steers, Inc. | 1,400 | $148.0K | 0.00% | −311,994−99.6% | Reduced |
| Peterson Wealth Services | 1,386 | $146.2K | 0.04% | −164−10.6% | Reduced |
| Simplex Trading, LLC | 1,369 | $144.0K | 0.00% | −3,924−74.1% | Reduced |
| Covestor Ltd | 1,351 | $142.0K | 0.08% | −276−17.0% | Reduced |
| Franchise Capital Ltd | 1,300 | $137.1K | 0.07% | +1,300 | New |
| Smartleaf Asset Management LLC | 1,280 | $135.1K | 0.01% | −431−25.2% | Reduced |
| Concord Wealth Partners | 1,276 | $134.6K | 0.02% | −5,636−81.5% | Reduced |
| Massmutual Trust Co FSB | 1,272 | $134.1K | 0.00% | −400−23.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,212 | $127.8K | 0.01% | +804+197.1% | Added |
| Westpac Banking Corp | 1,162 | $122.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,158 | $122.1K | 0.01% | −1,241−51.7% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $111.6K | 0.08% | 00.0% | Unchanged |
| MAI Capital Management | 1,009 | $106.4K | 0.00% | −371−26.9% | Reduced |
| Private Trust Co NA | 1,005 | $106.0K | 0.01% | −694−40.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 961 | $101.3K | 0.01% | +961 | New |
| Bay Harbor Wealth Management, LLC | 935 | $98.8K | 0.03% | +45+5.1% | Added |
| Quarry LP | 934 | $98.5K | 0.02% | +363+63.6% | Added |
| Hantz Financial Services, Inc. | 922 | $97.0K | 0.00% | +466+102.2% | Added |
| Pandora Wealth, Inc. | 857 | $90.4K | 0.06% | −90−9.5% | Reduced |
| Adirondack Trust Co | 822 | $86.7K | 0.03% | +7+0.9% | Added |
| Grove Bank & Trust | 754 | $79.5K | 0.01% | −6−0.8% | Reduced |
| General Partner, Inc. | 718 | $75.7K | 0.04% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 711 | $73.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20,499 | $72.7K | 0.01% | +20,499 | New |
| Park Place Capital Corp | 632 | $69.5K | 0.02% | +20+3.3% | Added |
| Sentry Investment Management LLC | 637 | $69.0K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 653 | $68.9K | 0.01% | −9,755−93.7% | Reduced |
| CVA Family Office, LLC | 636 | $67.1K | 0.01% | −1−0.2% | Reduced |
| Sarver Vrooman Wealth Advisors | 624 | $65.8K | 0.04% | −149−19.3% | Reduced |
| Richardson Financial Services Inc. | 587 | $64.5K | 0.04% | +71+13.8% | Added |
| Johnson Financial Group, Inc. | 609 | $64.4K | 0.00% | +609 | New |
| MUFG Securities EMEA plc | 596 | $62.9K | 0.00% | +596 | New |
| Rothschild Investment LLC | 587 | $61.9K | 0.00% | −77−11.6% | Reduced |
| Cromwell Holdings LLC | 580 | $61.3K | 0.04% | +88+17.9% | Added |
| Bartlett & Co. Wealth Management LLC | 549 | $58.0K | 0.00% | −102−15.7% | Reduced |
| Onefund, LLC | 553 | $58.0K | 0.04% | +553 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 544 | $57.5K | 0.02% | +57+11.7% | Added |
| REAP Financial Group, LLC | 533 | $56.2K | 0.01% | +348+188.1% | Added |
| AllSquare Wealth Management LLC | 516 | $54.4K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 448 | $54.2K | 0.01% | −61−12.0% | Reduced |
| 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 |
| TD Waterhouse Canada Inc. | 452 | $49.7K | 0.00% | +31+7.4% | Added |
| Reyes Financial Architecture, Inc. | 466 | $49.1K | 0.04% | −304−39.5% | Reduced |
| Oakworth Capital, Inc. | 465 | $49.0K | 0.00% | −64−12.1% | Reduced |
| Capital Advisors, Ltd. LLC | 468 | $49.0K | 0.01% | −2−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $47.8K | 0.00% | −74−14.0% | Reduced |
| Parkside Financial Bank & Trust | 451 | $47.6K | 0.01% | +57+14.5% | Added |
| Arlington Trust Co LLC | 440 | $46.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 428 | $45.1K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 426 | $44.9K | 0.03% | 00.0% | Unchanged |