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 |
|---|---|---|---|---|---|
| Midwest Trust Co | 3,208 | $377.3K | 0.00% | −172−5.1% | Reduced |
| Baader Bank INC | 3,210 | $377.5K | 0.04% | +3,210 | New |
| TCW Group Inc | 3,217 | $378.4K | 0.00% | +156+5.1% | Added |
| Eads & Heald Wealth Management | 3,242 | $381.3K | 0.19% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 3,006 | $383.0K | 0.10% | +123+4.3% | Added |
| Central Trust Co | 3,276 | $385.3K | 0.01% | −10.0% | Reduced |
| Foundations Investment Advisors, LLC | 3,293 | $387.3K | 0.00% | +224+7.3% | Added |
| State of Wyoming | 3,293 | $387.3K | 0.05% | +1,080+48.8% | Added |
| VestGen Advisors, LLC | 3,385 | $387.8K | 0.01% | −176−4.9% | Reduced |
| Apollon Wealth Management, LLC | 3,343 | $393.1K | 0.01% | +121+3.8% | Added |
| Accurate Wealth Management, LLC | 3,269 | $393.6K | 0.05% | −51−1.5% | Reduced |
| Xxi Wealth, LLC | 3,364 | $395.6K | 0.22% | +21+0.6% | Added |
| Wedmont Private Capital | 3,289 | $396.2K | 0.01% | −6−0.2% | Reduced |
| CSS LLC | 3,390 | $398.7K | 0.02% | +690+25.6% | Added |
| Clark Asset Management, LLC | 3,465 | $407.5K | 0.04% | +5+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 3,488 | $410.2K | 0.02% | +48+1.4% | Added |
| Waterloo Capital, L.P. | 3,500 | $411.6K | 0.03% | +6+0.2% | Added |
| Panagora Asset Management Inc | 3,523 | $414.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,533 | $415.6K | 0.14% | −93−2.6% | Reduced |
| Glen Eagle Advisors, LLC | 3,561 | $418.8K | 0.06% | −216−5.7% | Reduced |
| One Wealth Advisors, LLC | 3,579 | $420.9K | 0.05% | −950−21.0% | Reduced |
| DoubleLine ETF Adviser LP | 3,665 | $431.0K | 0.16% | −583−13.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,678 | $432.6K | 0.01% | −130−3.4% | Reduced |
| Capital Investment Advisors, LLC | 3,684 | $433.3K | 0.01% | +106+3.0% | Added |
| Planned Solutions, Inc. | 3,702 | $435.4K | 0.14% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 3,723 | $438.0K | 0.09% | −107−2.8% | Reduced |
| Harbor Capital Advisors, Inc. | 3,730 | $439.0K | 0.04% | −142−3.7% | Reduced |
| NBC Securities, Inc. | 3,748 | $440.8K | 0.03% | −279−6.9% | Reduced |
| Peapack Gladstone Financial Corp | 3,750 | $441.0K | 0.01% | +12+0.3% | Added |
| Golden State Equity Partners | 3,762 | $442.5K | 0.03% | +755+25.1% | Added |
| Dynamic Advisor Solutions LLC | 3,804 | $447.4K | 0.01% | +210+5.8% | Added |
| Camden Capital, LLC | 3,836 | $451.1K | 0.03% | −1,866−32.7% | Reduced |
| Siemens Fonds Invest GmbH | 3,837 | $451.3K | 0.03% | −378−9.0% | Reduced |
| Ballentine Partners, LLC | 3,840 | $451.6K | 0.01% | +255+7.1% | Added |
| Hantz Financial Services, Inc. | 3,839 | $452.0K | 0.01% | +1,097+40.0% | Added |
| Nicholas Hoffman & Company, LLC. | 3,863 | $454.3K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,892 | $457.7K | 0.03% | −3,109−44.4% | Reduced |
| Pensionmark Financial Group, LLC | 3,912 | $460.1K | 0.01% | −10−0.3% | Reduced |
| Legal Advantage Investments, Inc. | 3,920 | $461.0K | 0.24% | 00.0% | Unchanged |
| JT Stratford LLC | 3,936 | $462.9K | 0.06% | −259−6.2% | Reduced |
| Mystic Asset Management, Inc. | 3,950 | $464.6K | 0.11% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,972 | $467.1K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,985 | $468.7K | 0.01% | +684+20.7% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $470.4K | 0.39% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,016 | $472.3K | 0.04% | −3,100−43.6% | Reduced |
| EP Wealth Advisors, LLC | 4,031 | $474.1K | 0.00% | −473−10.5% | Reduced |
| Corient IA LLC | 4,040 | $475.1K | 0.45% | −960−19.2% | Reduced |
| Umpqua Bank | 4,057 | $477.1K | 0.14% | +10.0% | Added |
| Tema ETFs LLC | 4,060 | $477.5K | 0.03% | +21+0.5% | Added |
| Optas, LLC | 4,066 | $478.2K | 0.07% | +69+1.7% | Added |
| Kera Capital Partners, Inc. | 4,067 | $478.3K | 0.06% | −408−9.1% | Reduced |
| M.E. Allison & Co., Inc. | 4,074 | $479.1K | 0.32% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,096 | $481.7K | 0.01% | −2,244−35.4% | Reduced |
| Allium Financial Advisors, LLC | 4,106 | $482.9K | 0.39% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 4,116 | $484.0K | 0.01% | +50+1.2% | Added |
| Caxton Associates LLP | 4,165 | $489.8K | 0.01% | +619+17.5% | Added |
| Jump Financial, LLC | 4,193 | $493.1K | 0.01% | −3,310−44.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,223 | $496.7K | 0.02% | −2,300−35.3% | Reduced |
| King Luther Capital Management Corp | 4,244 | $499.1K | 0.00% | +4,244 | New |
| Drucker Wealth 3.0, LLC | 4,263 | $501.4K | 0.09% | −376−8.1% | Reduced |
| Evergreen Capital Management LLC | 4,298 | $506.5K | 0.01% | +983+29.7% | Added |
| Prudential PLC | 4,316 | $507.6K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,366 | $513.5K | 0.07% | +711+19.5% | Added |
| Tectonic Advisors LLC | 4,381 | $515.3K | 0.03% | +30+0.7% | Added |
| Colonial River Wealth Management, LLC | 4,383 | $515.5K | 0.18% | −63−1.4% | Reduced |
| Schwartz Investment Counsel Inc | 4,398 | $517.2K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 4,421 | $520.0K | 0.17% | +110+2.6% | Added |
| Naviter Wealth, LLC | 4,439 | $523.2K | 0.07% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,463 | $526.1K | 0.01% | −1,942−30.3% | Reduced |
| Advus Financial Partners, LLC | 4,504 | $529.7K | 0.13% | +1,155+34.5% | Added |
| Quantum Private Wealth, LLC | 4,513 | $530.8K | 0.16% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 4,667 | $530.8K | 0.01% | +210+4.7% | Added |
| Everence Capital Management Inc | 4,530 | $533.0K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 4,652 | $547.1K | 0.01% | +1,563+50.6% | Added |
| IFP Advisors, Inc | 4,672 | $549.5K | 0.01% | +803+20.8% | Added |
| Burney Co | 4,743 | $557.8K | 0.02% | −11,805−71.3% | Reduced |
| Aldebaran Financial Inc. | 4,745 | $558.1K | 0.53% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,747 | $558.3K | 0.01% | −5,390−53.2% | Reduced |
| Federated Hermes, Inc. | 4,766 | $560.5K | 0.00% | −2,339−32.9% | Reduced |
| Boothbay Fund Management, LLC | 4,771 | $561.1K | 0.01% | −3,948−45.3% | Reduced |
| GAMMA Investing LLC | 4,774 | $561.5K | 0.03% | +385+8.8% | Added |
| Formidable Asset Management, LLC | 4,785 | $562.8K | 0.09% | −170−3.4% | Reduced |
| Old National Bancorp | 4,849 | $570.3K | 0.01% | +405+9.1% | Added |
| Pinebridge Investments LLC | 4,855 | $571.0K | 0.00% | −5,416−52.7% | Reduced |
| Equitable Holdings, Inc. | 4,871 | $571.2K | 0.00% | −681−12.3% | Reduced |
| Oxford Asset Management LLP | 4,862 | $571.8K | 0.23% | −1,001−17.1% | Reduced |
| Kentucky Retirement Systems | 28,463 | $580.0K | 0.04% | +16,120+130.6% | Added |
| Wahed Invest LLC | 4,949 | $582.1K | 0.08% | −164−3.2% | Reduced |
| Pitcairn Wealth Advisors LLC | 4,967 | $582.4K | 0.05% | +145+3.0% | Added |
| denkapparat Operations GmbH | 4,956 | $582.9K | 0.24% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 4,998 | $587.8K | 0.02% | +356+7.7% | Added |
| Quadrant Capital Group LLC | 5,125 | $602.8K | 0.02% | +201+4.1% | Added |
| Talon Private Wealth, LLC | 5,156 | $606.4K | 0.08% | +5,156 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $608.5K | 0.04% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 5,200 | $611.6K | 0.02% | −100−1.9% | Reduced |
| Callan Family Office, LLC | 5,231 | $615.2K | 0.01% | +20.0% | Added |
| Ronald Blue Trust, Inc. | 5,238 | $616.0K | 0.01% | +3,422+188.4% | Added |
| Keebeck Wealth Management, LLC | 5,285 | $623.0K | 0.07% | +429+8.8% | Added |
| Monument Capital Management | 5,316 | $625.2K | 0.16% | −23−0.4% | Reduced |
| MUFG Securities Americas Inc. | 5,317 | $625.3K | 0.04% | +66+1.3% | Added |