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 |
|---|---|---|---|---|---|
| Sfam, LLC | 400 | $47.0K | 0.04% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 426 | $50.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 431 | $50.7K | 0.00% | −854−66.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 444 | $52.2K | 0.02% | +444 | New |
| Signature Equity Partners, LLC | 453 | $53.2K | 0.03% | −7−1.5% | Reduced |
| Oakworth Capital, Inc. | 465 | $54.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 468 | $55.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $58.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 507 | $59.6K | 0.00% | +3+0.6% | Added |
| Root Financial Partners, LLC | 516 | $60.7K | 0.00% | +39+8.2% | Added |
| Onefund, LLC | 534 | $62.6K | 0.04% | −69−11.4% | Reduced |
| Clear Street Markets LLC | 541 | $63.6K | 0.03% | +251+86.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 551 | $64.9K | 0.01% | +5+0.9% | Added |
| Covestor Ltd | 563 | $66.0K | 0.05% | −251−30.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 563 | $66.3K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 584 | $68.8K | 0.04% | +4+0.7% | Added |
| Cornerstone Planning Group LLC | 591 | $69.7K | 0.01% | +35+6.3% | Added |
| Keating Financial Advisory Services, Inc. | 614 | $72.2K | 0.01% | −598−49.3% | Reduced |
| Ancora Advisors, LLC | 630 | $74.1K | 0.00% | +43+7.3% | Added |
| Johnson Financial Group, Inc. | 635 | $74.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 651 | $75.0K | 0.00% | +62+10.5% | Added |
| Peoples Financial Services Corp. | 638 | $75.0K | 0.04% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 653 | $76.8K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 656 | $77.2K | 0.00% | +656 | New |
| Harvest Fund Management Co., Ltd | 687 | $81.0K | 0.00% | −2,310−77.1% | Reduced |
| Rothschild Investment LLC | 706 | $83.0K | 0.00% | +112+18.9% | Added |
| General Partner, Inc. | 718 | $84.4K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 724 | $85.1K | 0.02% | −142−16.4% | Reduced |
| LRI Investments, LLC | 730 | $85.9K | 0.01% | +509+230.3% | Added |
| Private Trust Co NA | 747 | $87.9K | 0.01% | −6−0.8% | Reduced |
| CVA Family Office, LLC | 799 | $94.0K | 0.01% | +164+25.8% | Added |
| CNB Bank | 813 | $95.6K | 0.04% | −55−6.3% | Reduced |
| Adirondack Trust Co | 815 | $95.9K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 817 | $96.1K | 0.01% | +15+1.9% | Added |
| Raiffeisen Bank International AG | 851 | $96.8K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 858 | $101.1K | 0.03% | −21−2.4% | Reduced |
| Deseret Mutual Benefit Administrators | 932 | $109.6K | 0.04% | +455+95.4% | Added |
| Parkside Financial Bank & Trust | 950 | $111.7K | 0.01% | +80+9.2% | Added |
| Essential Partners LLC | 971 | $114.2K | 0.04% | +18+1.9% | Added |
| Wilkerson Advisory Group LLC | 983 | $115.6K | 0.04% | +484+97.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,001 | $119.0K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,020 | $120.0K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,058 | $124.4K | 0.07% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,097 | $129.1K | 0.00% | −10,362−90.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,096 | $129.2K | 0.01% | +673+159.1% | Added |
| MAI Capital Management | 1,150 | $135.2K | 0.00% | +114+11.0% | Added |
| Los Angeles Capital Management LLC | 1,161 | $136.5K | 0.00% | −62,603−98.2% | Reduced |
| Prosperity Bancshares Inc | 1,195 | $140.5K | 0.11% | +511+74.7% | Added |
| Bryn Mawr Trust Co | 1,321 | $155.4K | 0.00% | −103−7.2% | Reduced |
| Bokf, NA | 1,402 | $164.9K | 0.00% | −75−5.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,405 | $165.2K | 0.02% | +8+0.6% | Added |
| Cohen & Steers, Inc. | 1,463 | $172.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,475 | $173.5K | 0.00% | −1,673−53.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,500 | $179.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,604 | $188.6K | 0.03% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,638 | $192.6K | 0.02% | +1,634+40,850.0% | Added |
| Sciencast Management LP | 1,714 | $201.6K | 0.03% | −49,035−96.6% | Reduced |
| Gateway Wealth Partners, LLC | 1,714 | $201.6K | 0.01% | +1,714 | New |
| Ameritas Investment Partners, Inc. | 1,723 | $202.6K | 0.01% | −75−4.2% | Reduced |
| Third View Private Wealth, LLC | 1,729 | $203.3K | 0.03% | +1,729 | New |
| Wellington-Altus USA Inc. | 1,495 | $205.1K | 0.12% | 00.0% | Unchanged |
| Oasis Advisors, LLC | 1,745 | $205.5K | 0.04% | +1,745 | New |
| Fielder Capital Group LLC | 1,764 | $207.4K | 0.05% | +1,764 | New |
| EverSource Wealth Advisors, LLC | 1,775 | $208.8K | 0.01% | +530+42.6% | Added |
| National Asset Management, Inc. | 1,839 | $209.1K | 0.01% | −38−2.0% | Reduced |
| Summit Financial, LLC | 1,781 | $209.8K | 0.00% | +40+2.3% | Added |
| Mather Group, LLC. | 1,790 | $210.5K | 0.00% | +1,790 | New |
| PDS Planning, Inc | 1,790 | $210.5K | 0.01% | +1,790 | New |
| Peterson Wealth Services | 1,792 | $210.8K | 0.05% | +344+23.8% | Added |
| Dorsey & Whitney Trust CO LLC | 1,797 | $211.3K | 0.01% | +44+2.5% | Added |
| Fisher Asset Management, LLC | 1,804 | $212.3K | 0.00% | +58+3.3% | Added |
| Oslo Pensjonsforsikring AS | 1,810 | $212.9K | 0.03% | +1,810 | New |
| Patton Fund Management, Inc. | 1,816 | $213.6K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,776 | $213.9K | 0.06% | −118−6.2% | Reduced |
| Graetz Wealth LLC | 1,834 | $215.7K | 0.19% | −111−5.7% | Reduced |
| Frec Markets, Inc. | 1,837 | $216.1K | 0.04% | +1,837 | New |
| Cigna Investments Inc | 1,840 | $217.0K | 0.03% | −76−4.0% | Reduced |
| Symmetry Partners, LLC | 1,848 | $217.3K | 0.01% | −2−0.1% | Reduced |
| Smithfield Trust Co | 1,871 | $219.0K | 0.01% | −274−12.8% | Reduced |
| NewEdge Wealth, LLC | 1,882 | $221.3K | 0.00% | −2,405−56.1% | Reduced |
| Harbor Asset Planning, Inc. | 1,886 | $221.8K | 0.19% | 00.0% | Unchanged |
| Stephens Inc | 1,895 | $222.9K | 0.00% | −455−19.4% | Reduced |
| Fortem Financial Group, LLC | 1,900 | $223.5K | 0.06% | −200−9.5% | Reduced |
| Stratos Wealth Advisors, LLC | 1,947 | $229.1K | 0.01% | −71−3.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,958 | $230.3K | 0.01% | +1,958 | New |
| Franchise GP Ltd | 1,960 | $230.5K | 0.08% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,819 | $233.3K | 0.02% | −242−11.7% | Reduced |
| Nomura Holdings Inc | 1,993 | $234.4K | 0.00% | −3,170−61.4% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,000 | $235.2K | 0.12% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,066 | $236.8K | 0.02% | −496−19.4% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $237.5K | 0.08% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 2,026 | $238.3K | 0.21% | +26+1.3% | Added |
| Finivi Inc. | 2,027 | $238.4K | 0.13% | +2,027 | New |
| Ieq Capital, LLC | 2,031 | $238.9K | 0.00% | −309−13.2% | Reduced |
| Kingsview Wealth Management, LLC | 2,032 | $239.0K | 0.00% | −2,453−54.7% | Reduced |
| Smartleaf Asset Management LLC | 2,109 | $239.8K | 0.01% | −24−1.1% | Reduced |
| Brighton Jones LLC | 2,049 | $240.9K | 0.01% | +2,049 | New |
| Hancock Whitney Corp | 1,975 | $241.6K | 0.00% | −155−7.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,069 | $243.3K | 0.00% | −16,697−89.0% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,070 | $244.0K | 0.03% | −856−29.3% | Reduced |