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 |
|---|---|---|---|---|---|
| Hager Investment Management Services, LLC | 420 | $44.3K | 0.03% | +105+33.3% | Added |
| Financial Perspectives, Inc | 410 | $43.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 409 | $43.1K | 0.01% | −500−55.0% | Reduced |
| Ancora Advisors, LLC | 404 | $42.6K | 0.00% | +4+1.0% | Added |
| Security National Bank | 390 | $41.1K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 381 | $40.2K | 0.00% | −9,922−96.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 301 | $37.1K | 0.01% | +301 | New |
| DT Investment Partners, LLC | 334 | $35.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 330 | $34.8K | 0.03% | +330 | New |
| Headlands Technologies LLC | 329 | $34.7K | 0.00% | −1,030−75.8% | Reduced |
| Talon Private Wealth, LLC | 306 | $32.3K | 0.00% | +306 | New |
| Salem Investment Counselors Inc | 285 | $30.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 284 | $30.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $29.5K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 259 | $27.3K | 0.02% | +11+4.4% | Added |
| Rossby Financial, LCC | 247 | $26.0K | 0.01% | +20+8.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 227 | $23.9K | 0.00% | −700−75.5% | Reduced |
| LRI Investments, LLC | 221 | $23.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 217 | $23.2K | 0.00% | +67+44.7% | Added |
| CNB Bank | 219 | $23.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $22.4K | 0.00% | −5−2.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $22.1K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $22.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 205 | $21.6K | 0.00% | +34+19.9% | Added |
| Costello Asset Management, INC | 200 | $21.1K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 197 | $20.8K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 187 | $19.7K | 0.00% | +187 | New |
| AdvisorNet Financial, Inc | 186 | $19.7K | 0.00% | −6−3.1% | Reduced |
| Creative Financial Designs Inc | 185 | $19.5K | 0.00% | −49−20.9% | Reduced |
| Fortitude Family Office, LLC | 171 | $18.0K | 0.01% | −151−46.9% | Reduced |
| NewSquare Capital LLC | 165 | $17.4K | 0.00% | −35−17.5% | Reduced |
| Whipplewood Advisors, LLC | 154 | $16.2K | 0.01% | +127+470.4% | Added |
| Evelyn Partners Investment Management LLP | 154 | $16.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 150 | $15.8K | 0.01% | +6+4.2% | Added |
| Byrne Asset Management LLC | 150 | $15.8K | 0.01% | −32−17.6% | Reduced |
| Bellwether Advisors, LLC | 146 | $15.4K | 0.00% | −6,055−97.6% | Reduced |
| TSFG, LLC | 146 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 142 | $15.0K | 0.00% | −1,926−93.1% | Reduced |
| HHM Wealth Advisors, LLC | 141 | $14.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 138 | $14.6K | 0.00% | +138 | New |
| Strategic Wealth Partners, Ltd. | 138 | $14.6K | 0.00% | +138 | New |
| Creekmur Asset Management LLC | 137 | $14.4K | 0.00% | +137 | New |
| Quest 10 Wealth Builders, Inc. | 135 | $14.2K | 0.01% | −1−0.7% | Reduced |
| Addison Advisors LLC | 130 | $13.7K | 0.00% | +62+91.2% | Added |
| Valued Wealth Advisors LLC | 129 | $13.6K | 0.01% | −40−23.7% | Reduced |
| GW&K Investment Management, LLC | 122 | $13.0K | 0.00% | +8+7.0% | Added |
| Armstrong Advisory Group, Inc | 122 | $12.9K | 0.00% | −47−27.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $12.8K | 0.00% | +13+12.0% | Added |
| Morse Asset Management, Inc | 120 | $12.7K | 0.00% | −450−78.9% | Reduced |
| Crews Bank & Trust | 120 | $12.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $11.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 108 | $11.4K | 0.00% | +54+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $11.2K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 106 | $11.2K | 0.00% | +106 | New |
| Private Wealth Asset Management, LLC | 102 | $10.8K | 0.00% | −655−86.5% | Reduced |
| Proffitt & Goodson Inc | 101 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 97 | $10.3K | 0.01% | −37−27.6% | Reduced |
| Beacon Capital Management, LLC | 97 | $10.2K | 0.00% | +9+10.2% | Added |
| New Millennium Group LLC | 89 | $9.39K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 84 | $8.86K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $8.44K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 79 | $8.33K | 0.00% | +79 | New |
| Financial Management Professionals, Inc. | 76 | $8.03K | 0.00% | −273−78.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 75 | $7.91K | 0.00% | −18−19.4% | Reduced |
| High Note Wealth, LLC | 73 | $7.70K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 71 | $7.49K | 0.00% | −60−45.8% | Reduced |
| Private Wealth Management Group, LLC | 71 | $7.49K | 0.00% | −12−14.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 70 | $7.38K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 69 | $7.28K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 67 | $7.07K | 0.00% | −3−4.3% | Reduced |
| Avion Wealth | 68 | $7.00K | 0.00% | −6−8.1% | Reduced |
| MV Capital Management, Inc. | 62 | $6.54K | 0.00% | −418−87.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 62 | $6.54K | 0.00% | +62 | New |
| Hollencrest Capital Management | 60 | $6.33K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $6.22K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 55 | $6.20K | 0.00% | +1+1.9% | Added |
| Global Wealth Strategies & Associates | 57 | $6.01K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 55 | $5.80K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $5.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $5.48K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 50 | $5.29K | 0.00% | −151−75.1% | Reduced |
| Abound Wealth Management | 50 | $5.27K | 0.00% | +44+733.3% | Added |
| DiNuzzo Private Wealth, Inc. | 49 | $5.17K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $4.65K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 43 | $4.54K | 0.00% | +43 | New |
| Valley National Advisers Inc | 38 | $4.00K | 0.00% | −5−11.6% | Reduced |
| ORG Partners LLC | 35 | $3.85K | 0.00% | −26−42.6% | Reduced |
| Cape Investment Advisory, Inc. | 36 | $3.80K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 35 | $3.69K | 0.00% | +35 | New |
| Heritage Wealth Advisors | 32 | $3.38K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $3.27K | 0.00% | +31 | New |
| Trifecta Capital Advisors, LLC | 31 | $3.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 31 | $3.27K | 0.00% | +22+244.4% | Added |
| Zions Bancorporation, National Association | 30 | $3.16K | 0.00% | +15+100.0% | Added |
| S&T Bank | 30 | $3.16K | 0.00% | +15+100.0% | Added |
| DAGCO, Inc. | 29 | $3.06K | 0.00% | 00.0% | Unchanged |