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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 2,078 | $244.4K | 0.00% | +488+30.7% | Added |
| Omnia Family Wealth, LLC | 2,074 | $244.5K | 0.08% | +9+0.4% | Added |
| Meeder Asset Management Inc | 2,084 | $245.1K | 0.01% | +1,993+2,190.1% | Added |
| HBK Sorce Advisory LLC | 2,091 | $245.8K | 0.01% | +82+4.1% | Added |
| Edmp, Inc. | 2,091 | $245.9K | 0.20% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,102 | $247.2K | 0.02% | −56−2.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,114 | $248.6K | 0.06% | −55−2.5% | Reduced |
| AMG National Trust Bank | 2,121 | $249.5K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,130 | $250.5K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 2,150 | $252.7K | 0.04% | +221+11.5% | Added |
| Colonial Trust Co | 2,149 | $252.8K | 0.03% | +4+0.2% | Added |
| Centaurus Financial, Inc. | 2,154 | $253.0K | 0.01% | −226−9.5% | Reduced |
| Wayfinding Financial, LLC | 2,149 | $253.0K | 0.11% | +310+16.9% | Added |
| Prime Capital Investment Advisors, LLC | 2,153 | $253.3K | 0.00% | +149+7.4% | Added |
| Perigon Wealth Management, LLC | 2,157 | $253.7K | 0.00% | −515−19.3% | Reduced |
| Meridian Wealth Management, LLC | 2,161 | $254.1K | 0.01% | −269−11.1% | Reduced |
| 71 West Capital Partners | 2,174 | $255.7K | 0.01% | +2,174 | New |
| Blue Capital, Inc. | 2,225 | $261.7K | 0.17% | +2,225 | New |
| Providence Capital Advisors, LLC | 2,241 | $263.6K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,244 | $263.9K | 0.01% | −3,990−64.0% | Reduced |
| Clark Capital Management Group, Inc. | 2,258 | $265.6K | 0.00% | +103+4.8% | Added |
| Sagewood Asset Management LP | 2,290 | $269.3K | 0.08% | +544+31.2% | Added |
| Trust Asset Management LLC | 2,292 | $269.6K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,290 | $270.0K | 0.01% | +10+0.4% | Added |
| Interchange Capital Partners, LLC | 2,474 | $273.2K | 0.09% | −1,790−42.0% | Reduced |
| Saber Capital Managment, LLC | 2,336 | $274.8K | 0.21% | −5,780−71.2% | Reduced |
| Resources Investment Advisors, LLC. | 2,349 | $276.2K | 0.00% | −1,062−31.1% | Reduced |
| Apella Capital, LLC | 2,183 | $276.2K | 0.00% | +15+0.7% | Added |
| Leonteq Securities AG | 2,349 | $276.3K | 0.02% | −657−21.9% | Reduced |
| Fiduciary Alliance LLC | 2,318 | $280.1K | 0.02% | −68−2.8% | Reduced |
| Patten Group, Inc. | 2,392 | $281.3K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,411 | $283.6K | 0.01% | −362−13.1% | Reduced |
| Manchester Capital Management LLC | 2,427 | $285.4K | 0.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,463 | $289.7K | 0.12% | −25−1.0% | Reduced |
| SC&H Financial Advisors, Inc. | 2,480 | $291.7K | 0.04% | 00.0% | Unchanged |
| Everett Harris & Co | 2,500 | $294.0K | 0.00% | −27−1.1% | Reduced |
| Washington Trust Bank | 2,500 | $294.0K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,504 | $294.5K | 0.01% | +375+17.6% | Added |
| Diversified Trust Co | 2,513 | $295.6K | 0.01% | +136+5.7% | Added |
| Westpac Banking Corp | 2,513 | $295.6K | 0.02% | −35−1.4% | Reduced |
| Leavell Investment Management, Inc. | 2,519 | $296.9K | 0.01% | −5−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 2,318 | $298.1K | 0.02% | −399−14.7% | Reduced |
| Oakmont Advisory Group, LLC | 2,539 | $298.6K | 0.30% | +20+0.8% | Added |
| Wealthcare Advisory Partners LLC | 2,554 | $300.4K | 0.01% | +101+4.1% | Added |
| Second Line Capital, LLC | 2,455 | $300.4K | 0.06% | +410+20.0% | Added |
| Personal Cfo Solutions, LLC | 2,551 | $300.7K | 0.04% | +234+10.1% | Added |
| Myriad Asset Management US LP | 2,573 | $303.0K | 0.45% | +284+12.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,578 | $303.2K | 0.02% | −25−1.0% | Reduced |
| Renasant Bank | 2,584 | $303.9K | 0.22% | −125−4.6% | Reduced |
| Savvy Advisors, Inc. | 2,596 | $305.3K | 0.01% | +80+3.2% | Added |
| First Business Financial Services, Inc. | 2,605 | $306.4K | 0.03% | +2,605 | New |
| Diversified Enterprises, LLC | 2,644 | $310.9K | 0.02% | −34−1.3% | Reduced |
| KMG Fiduciary Partners, LLC | 2,646 | $311.2K | 0.02% | −480−15.4% | Reduced |
| COFG Advisors, LLC | 2,655 | $312.3K | 0.08% | +74+2.9% | Added |
| Horizon Advisory Services, Inc. | 2,655 | $312.3K | 0.16% | −117−4.2% | Reduced |
| Phoenix Holdings Ltd. | 2,660 | $313.3K | 0.00% | +230+9.5% | Added |
| BAM Wealth Management, LLC | 2,684 | $315.7K | 0.24% | −450−14.4% | Reduced |
| Greenleaf Trust | 2,688 | $316.1K | 0.00% | +206+8.3% | Added |
| Exencial Wealth Advisors, LLC | 2,706 | $318.2K | 0.01% | +40+1.5% | Added |
| Freestone Capital Holdings, LLC | 2,720 | $319.9K | 0.01% | +6+0.2% | Added |
| Bingham Private Wealth, LLC | 2,735 | $321.7K | 0.26% | +223+8.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,740 | $322.3K | 0.01% | +196+7.7% | Added |
| Transcend Wealth Collective, LLC | 2,752 | $323.7K | 0.03% | +2+0.1% | Added |
| Argent Trust Co | 2,770 | $325.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,779 | $326.9K | 0.00% | +201+7.8% | Added |
| Clearbridge Investments, LLC | 2,802 | $329.5K | 0.00% | +365+15.0% | Added |
| CenterBook Partners LP | 2,811 | $330.6K | 0.02% | −1,808−39.1% | Reduced |
| Summitry LLC | 2,812 | $330.7K | 0.01% | −550−16.4% | Reduced |
| Exchange Traded Concepts, LLC | 2,814 | $331.0K | 0.00% | +418+17.4% | Added |
| TD Private Client Wealth LLC | 2,834 | $333.3K | 0.01% | −871−23.5% | Reduced |
| Wilian Securities, LLC | 2,855 | $335.8K | 0.82% | +70+2.5% | Added |
| Sanchez Gaunt Capital Management, LLC | 2,862 | $336.6K | 0.21% | +2,862 | New |
| Quent Capital, LLC | 2,866 | $337.1K | 0.02% | −79−2.7% | Reduced |
| Advisors Capital Management, LLC | 2,877 | $338.5K | 0.00% | −395−12.1% | Reduced |
| Portside Wealth Group, LLC | 2,890 | $339.9K | 0.05% | +96+3.4% | Added |
| Pallas Capital Advisors LLC | 2,897 | $340.7K | 0.01% | +692+31.4% | Added |
| Florida Financial Advisors, LLC | 2,962 | $348.7K | 0.08% | +290+10.9% | Added |
| Riversedge Advisors, LLC | 2,979 | $350.4K | 0.06% | +780+35.5% | Added |
| Plato Investment Management Ltd | 2,991 | $352.0K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,000 | $352.8K | 0.08% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,000 | $352.8K | 0.02% | +457+18.0% | Added |
| Concentric Capital Strategies, LP | 3,028 | $356.1K | 0.03% | +3,028 | New |
| First Eagle Investment Management, LLC | 3,031 | $356.5K | 0.00% | +772+34.2% | Added |
| Moors & Cabot, Inc. | 3,037 | $357.2K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 3,040 | $357.5K | 0.00% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,042 | $357.8K | 0.19% | −1,559−33.9% | Reduced |
| Smith, Salley & Associates | 3,042 | $357.8K | 0.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,083 | $361.2K | 0.01% | −108−3.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,081 | $362.4K | 0.01% | −840−21.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,085 | $363.0K | 0.00% | −4,591−59.8% | Reduced |
| CX Institutional | 3,093 | $364.0K | 0.01% | +196+6.8% | Added |
| Stratos Wealth Partners, LTD. | 3,104 | $365.1K | 0.00% | +1,030+49.7% | Added |
| Machina Capital S.A.S. | 3,108 | $365.5K | 0.07% | +3,108 | New |
| GeoWealth Management, LLC | 3,126 | $367.6K | 0.01% | −378−10.8% | Reduced |
| Fiduciary Trust Co | 3,129 | $368.0K | 0.00% | −34−1.1% | Reduced |
| Richard W. Paul & Associates, LLC | 3,143 | $369.6K | 0.12% | −70−2.2% | Reduced |
| First Horizon Corp | 3,159 | $371.5K | 0.02% | +12+0.4% | Added |
| Nautilus Advisors LLC | 3,195 | $375.8K | 0.26% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,197 | $376.0K | 0.26% | +19+0.6% | Added |
| Baron Wealth Management LLC | 3,200 | $376.4K | 0.11% | +3,200 | New |