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, Q1 2026
Institutional positions in Pultegroup Inc as of Mar 31, 2026. 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
- 1,037
- +20 vs. Q4 2025
- Shares held
- 176.5M
- +24.9M (+16.4%) vs. Q4 2025
- Total value
- $20.7B
- +$2.95B (+16.6%) vs. Q4 2025
- New holders
- 113
- 389 more added
- Sold out
- 93
- 376 more reduced
17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 72 | $8.44K | 0.00% | +1+1.4% | Added |
| Frazier Financial Advisors, LLC | 73 | $8.59K | 0.00% | +14+23.7% | Added |
| High Note Wealth, LLC | 75 | $8.82K | 0.00% | +8+11.9% | Added |
| Avion Wealth | 84 | $9.00K | 0.00% | +12+16.7% | Added |
| S&T Bank | 77 | $9.06K | 0.00% | +33+75.0% | Added |
| Kemnay Advisory Services Inc. | 77 | $9.06K | 0.00% | +77 | New |
| Cherry Tree Wealth Management, LLC | 80 | $9.41K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 83 | $9.76K | 0.00% | +27+48.2% | Added |
| Atwood & Palmer Inc | 84 | $9.88K | 0.00% | +5+6.3% | Added |
| PlanVest Financial, Inc | 85 | $10.1K | 0.01% | +85 | New |
| Wedbush Fund Advisers, LLC | 87 | $10.2K | 0.00% | +87 | New |
| SJS Investment Consulting Inc. | 88 | $10.3K | 0.00% | +6+7.3% | Added |
| Financial Management Professionals, Inc. | 90 | $10.6K | 0.00% | +14+18.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 95 | $11.2K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 101 | $11.9K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 102 | $12.0K | 0.01% | +102 | New |
| 1015 Capital Partners, LLC | 103 | $12.1K | 0.01% | −7−6.4% | Reduced |
| Manning & Napier Advisors LLC | 109 | $12.4K | 0.00% | +61+127.1% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 108 | $12.7K | 0.00% | +15+16.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 113 | $13.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 114 | $13.4K | 0.00% | +71+165.1% | Added |
| Innovative Asset Advisors Group, LLC | 114 | $13.5K | 0.01% | +114 | New |
| JPL Wealth Management, LLC | 115 | $13.5K | 0.00% | +115 | New |
| Washington Trust Advisors, Inc. | 119 | $14.0K | 0.00% | +32+36.8% | Added |
| Quarry LP | 120 | $14.1K | 0.00% | −622−83.8% | Reduced |
| Crews Bank & Trust | 120 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 105 | $14.1K | 0.00% | −147,076−99.9% | Reduced |
| CDKV Holdings LLC | 121 | $14.2K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $14.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 125 | $14.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 126 | $14.9K | 0.00% | +126 | New |
| Entrust Financial LLC | 127 | $14.9K | 0.01% | +127 | New |
| Swiss Re Ltd | 128 | $15.1K | 0.09% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 130 | $15.3K | 0.01% | −3−2.3% | Reduced |
| Richardson Financial Services Inc. | 130 | $15.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $15.5K | 0.00% | −8−5.7% | Reduced |
| GW&K Investment Management, LLC | 135 | $16.0K | 0.00% | +9+7.1% | Added |
| Arlington Trust Co LLC | 139 | $16.3K | 0.00% | +47+51.1% | Added |
| Synergy Investment Management, LLC | 140 | $16.5K | 0.01% | +140 | New |
| Salomon & Ludwin, LLC | 142 | $16.7K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 142 | $16.7K | 0.01% | +142 | New |
| Valued Wealth Advisors LLC | 143 | $16.9K | 0.01% | +4+2.9% | Added |
| TSFG, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 148 | $17.4K | 0.00% | +28+23.3% | Added |
| Torren Management, LLC | 149 | $17.5K | 0.01% | −1,718−92.0% | Reduced |
| Addison Advisors LLC | 150 | $17.6K | 0.00% | −8−5.1% | Reduced |
| Byrne Asset Management LLC | 150 | $17.6K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 150 | $17.7K | 0.00% | +100+200.0% | Added |
| Evelyn Partners Investment Management LLP | 154 | $18.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 158 | $18.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 161 | $18.9K | 0.00% | +93+136.8% | Added |
| Darwin Advisors, LLC | 162 | $19.1K | 0.01% | −44−21.4% | Reduced |
| First Command Advisory Services, Inc. | 170 | $20.0K | 0.00% | +131+335.9% | Added |
| WPG Advisers, LLC | 173 | $20.3K | 0.01% | +4+2.4% | Added |
| New Age Alpha Advisors, LLC | 175 | $20.6K | 0.00% | −9,969−98.3% | Reduced |
| RWM Asset Management, LLC | 176 | $20.7K | 0.00% | +176 | New |
| Bell Investment Advisors, Inc | 186 | $21.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 193 | $22.7K | 0.00% | −4,839−96.2% | Reduced |
| Costello Asset Management, INC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 205 | $24.1K | 0.01% | −6−2.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $24.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $24.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 210 | $24.7K | 0.00% | +198+1,650.0% | Added |
| Hager Investment Management Services, LLC | 225 | $26.5K | 0.01% | −262−53.8% | Reduced |
| Owl Creek Wealth Partners LLC | 226 | $26.6K | 0.01% | +226 | New |
| Country Trust Bank | 230 | $27.1K | 0.00% | +43+23.0% | Added |
| Wellington Grp LLC | 238 | $28.0K | 0.01% | −61−20.4% | Reduced |
| Security National Bank | 243 | $28.6K | 0.00% | −74−23.3% | Reduced |
| Fortitude Family Office, LLC | 247 | $29.1K | 0.01% | +74+42.8% | Added |
| United Financial Planning Group LLC | 249 | $29.3K | 0.02% | +81+48.2% | Added |
| Financial Perspectives, Inc | 250 | $29.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $29.4K | 0.00% | +250 | New |
| International Assets Investment Management, LLC | 257 | $30.1K | 0.00% | −5,260−95.3% | Reduced |
| Rachor Investment Advisory Services, LLC | 266 | $31.3K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 266 | $31.3K | 0.00% | +9+3.5% | Added |
| WealthCollab, LLC | 269 | $31.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 271 | $31.9K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 274 | $32.2K | 0.00% | +168+158.5% | Added |
| Strategic Wealth Partners, Ltd. | 275 | $32.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 284 | $33.4K | 0.00% | −200−41.3% | Reduced |
| Whittier Trust Co | 280 | $33.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 300 | $35.3K | 0.00% | +300 | New |
| True Wealth Design, LLC | 302 | $35.5K | 0.01% | −34−10.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 313 | $36.8K | 0.00% | +313 | New |
| Rossby Financial, LCC | 317 | $37.1K | 0.01% | +243+328.4% | Added |
| High Point Wealth Management, LLC | 321 | $37.8K | 0.04% | +1+0.3% | Added |
| Rexford Capital Inc | 330 | $38.8K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $39.3K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 338 | $39.8K | 0.02% | −51−13.1% | Reduced |
| Beacon Financial Strategies CORP | 340 | $40.0K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 342 | $40.2K | 0.01% | +342 | New |
| Park Place Capital Corp | 358 | $42.1K | 0.01% | −36−9.1% | Reduced |
| Gill Capital Partners, LLC | 363 | $42.7K | 0.01% | +363 | New |
| Intentional Wealth Strategies, LLC | 370 | $43.5K | 0.04% | +370 | New |
| Vanguard National Trust Co | 385 | $45.3K | 0.00% | +385 | New |
| Spire Wealth Management | 394 | $46.3K | 0.00% | +354+885.0% | Added |
| Salem Investment Counselors Inc | 395 | $46.6K | 0.00% | +395 | New |
| Strive Financial Group ,LLC | 399 | $47.0K | 0.02% | +41+11.5% | Added |