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
- 1,036
- +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
- 388 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 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 5,322 | $627.5K | 0.00% | +805+17.8% | Added |
| Fulcrum Asset Management LLP | 5,523 | $628.1K | 0.09% | +4,107+290.0% | Added |
| Anchor Investment Management, LLC | 5,347 | $628.9K | 0.05% | −184−3.3% | Reduced |
| Outlook Wealth Advisors, LLC | 5,367 | $631.3K | 0.15% | −181−3.3% | Reduced |
| GTS Securities LLC | 5,376 | $632.3K | 0.02% | −18,882−77.8% | Reduced |
| Tocqueville Asset Management L.P. | 5,377 | $632.4K | 0.01% | −489−8.3% | Reduced |
| Ellevest, Inc. | 5,384 | $633.2K | 0.09% | +819+17.9% | Added |
| Convergence Financial, LLC | 5,397 | $634.7K | 0.07% | +5,397 | New |
| Patron Partners Advisors, LLC | 5,400 | $635.1K | 0.28% | 00.0% | Unchanged |
| Keybank National Association | 5,496 | $646.4K | 0.00% | +5,496 | New |
| Penserra Capital Management LLC | 5,515 | $647.0K | 0.01% | +120+2.2% | Added |
| Metis Global Partners, LLC | 5,505 | $647.4K | 0.02% | −728−11.7% | Reduced |
| Versant Capital Management, Inc | 5,546 | $652.3K | 0.06% | −618−10.0% | Reduced |
| Liberty Wealth Management LLC | 5,582 | $656.6K | 0.08% | +12+0.2% | Added |
| Belpointe Asset Management LLC | 5,585 | $657.0K | 0.02% | +834+17.6% | Added |
| Legato Capital Management LLC | 5,613 | $660.1K | 0.06% | +5,613 | New |
| North Dakota State Investment Board | 5,614 | $660.3K | 0.03% | −1,128−16.7% | Reduced |
| V-Square Quantitative Management LLC | 5,652 | $664.7K | 0.07% | −117−2.0% | Reduced |
| AlphaGrep UK Ltd | 5,686 | $668.7K | 0.20% | +608+12.0% | Added |
| Premier Path Wealth Partners, LLC | 5,690 | $669.2K | 0.09% | +3,697+185.5% | Added |
| Coldstream Capital Management Inc | 5,824 | $685.0K | 0.01% | +1,922+49.3% | Added |
| Gryphon Financial Partners LLC | 5,850 | $688.1K | 0.07% | +428+7.9% | Added |
| Brookstone Capital Management | 5,861 | $689.3K | 0.01% | +267+4.8% | Added |
| SRS Capital Advisors, Inc. | 5,907 | $694.7K | 0.02% | −1,129−16.0% | Reduced |
| Crestwood Advisors Group LLC | 5,933 | $697.8K | 0.01% | −2,402−28.8% | Reduced |
| Chicago Partners Investment Group LLC | 5,512 | $703.1K | 0.02% | −28−0.5% | Reduced |
| Applied Finance Capital Management, LLC | 5,994 | $705.0K | 0.05% | +4+0.1% | Added |
| Johnson Investment Counsel Inc | 5,995 | $705.1K | 0.01% | −119−1.9% | Reduced |
| Norden Group LLC | 6,021 | $708.2K | 0.07% | −39−0.6% | Reduced |
| Cooper Financial Group | 6,082 | $715.3K | 0.07% | −232−3.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,149 | $723.2K | 0.01% | −79−1.3% | Reduced |
| Intrust Bank NA | 6,188 | $727.8K | 0.06% | +953+18.2% | Added |
| Atomi Financial Group, Inc. | 6,240 | $733.9K | 0.02% | −155−2.4% | Reduced |
| Lecap Asset Management Ltd | 6,252 | $735.3K | 0.28% | −12,367−66.4% | Reduced |
| HB Wealth Management, LLC | 6,258 | $736.1K | 0.00% | +1,143+22.3% | Added |
| Montgomery Investment Management Inc | 6,350 | $746.8K | 0.25% | +350+5.8% | Added |
| Guggenheim Capital LLC | 6,357 | $747.6K | 0.01% | +2,833+80.4% | Added |
| Farther Finance Advisors, LLC | 6,438 | $754.2K | 0.01% | −3,029−32.0% | Reduced |
| Bank of Hawaii | 6,426 | $755.8K | 0.04% | −114−1.7% | Reduced |
| TCG Advisory Services, LLC | 6,443 | $757.8K | 0.02% | +798+14.1% | Added |
| Brevan Howard Capital Management LP | 6,534 | $768.5K | 0.01% | −21,305−76.5% | Reduced |
| Baker Avenue Asset Management, LP | 6,547 | $770.0K | 0.02% | −883−11.9% | Reduced |
| Voleon Capital Management LP | 6,586 | $774.6K | 0.02% | −5,642−46.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 6,614 | $777.9K | 0.03% | +1,081+19.5% | Added |
| Crossmark Global Holdings, Inc. | 6,620 | $778.6K | 0.01% | −672−9.2% | Reduced |
| Virtu Financial LLC | 6,625 | $779.0K | 0.03% | +3,869+140.4% | Added |
| Marshall Financial Group LLC | 6,695 | $787.4K | 0.13% | +103+1.6% | Added |
| We Are One Seven, LLC | 6,858 | $806.6K | 0.02% | −2,605−27.5% | Reduced |
| Independent Advisor Alliance | 6,875 | $808.6K | 0.01% | +264+4.0% | Added |
| Athena Wealth Management, LLC | 6,914 | $813.2K | 0.67% | +2,354+51.6% | Added |
| Atom Investors LP | 6,936 | $815.7K | 0.06% | +6,936 | New |
| Traub Capital Management LLC | 6,951 | $817.5K | 0.81% | −681−8.9% | Reduced |
| Jefferies Financial Group Inc. | 6,995 | $822.7K | 0.01% | −986−12.4% | Reduced |
| Everhart Financial Group, Inc. | 7,008 | $824.2K | 0.07% | −89−1.3% | Reduced |
| J. Safra Sarasin Holding AG | 7,045 | $827.8K | 0.01% | −495−6.6% | Reduced |
| Banque Cantonale Vaudoise | 7,130 | $839.0K | 0.03% | +4,423+163.4% | Added |
| Vestmark Advisory Solutions, Inc. | 7,164 | $842.6K | 0.01% | +118+1.7% | Added |
| Saudi Central Bank | 7,195 | $846.2K | 0.02% | +7,195 | New |
| William B. Walkup & Associates, Inc. | 8,276 | $850.8K | 0.51% | −248−2.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,250 | $852.7K | 0.01% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 7,259 | $853.7K | 0.19% | +7,259 | New |
| CoreCap Advisors, LLC | 7,293 | $857.7K | 0.03% | −20−0.3% | Reduced |
| Winnow Wealth LLC | 7,367 | $866.4K | 0.67% | −437−5.6% | Reduced |
| Main Street Research LLC | 7,382 | $868.2K | 0.05% | +7,382 | New |
| Klein Pavlis & Peasley Financial, Inc. | 7,401 | $870.4K | 0.48% | +288+4.0% | Added |
| Bradley Foster & Sargent Inc | 7,405 | $870.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,417 | $872.3K | 0.01% | 00.0% | Unchanged |
| Wellington Management Group LLP | 7,420 | $872.7K | 0.00% | +2,648+55.5% | Added |
| RSM US Wealth Management LLC | 7,430 | $875.9K | 0.01% | −846−10.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,599 | $893.7K | 0.03% | 00.0% | Unchanged |
| Woodline Partners LP | 7,602 | $894.1K | 0.00% | −81,792−91.5% | Reduced |
| AlTi Global, Inc. | 7,642 | $900.1K | 0.02% | −357−4.5% | Reduced |
| Gsa Capital Partners LLP | 7,667 | $902.0K | 0.06% | −7,279−48.7% | Reduced |
| Checchi Capital Advisers, LLC | 7,696 | $905.1K | 0.06% | +500+6.9% | Added |
| Empirical Finance, LLC | 7,704 | $906.1K | 0.04% | −28−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,788 | $916.0K | 0.00% | +1,264+19.4% | Added |
| Centennial Bank | 7,794 | $916.7K | 0.33% | −160−2.0% | Reduced |
| E. Ohman J:or Asset Management AB | 7,800 | $917.4K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 7,802 | $918.0K | 0.03% | −1,268−14.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,830 | $920.9K | 0.02% | +7,830 | New |
| MUFG Securities EMEA plc | 7,877 | $926.4K | 0.01% | −18,957−70.6% | Reduced |
| Kestra Private Wealth Services, LLC | 7,914 | $930.7K | 0.01% | −175−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,978 | $938.3K | 0.01% | −3,840−32.5% | Reduced |
| Abn Amro Investment Solutions | 7,988 | $939.5K | 0.01% | +227+2.9% | Added |
| Midland Wealth Advisors LLC | 8,121 | $955.1K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,177 | $961.7K | 0.01% | +218+2.7% | Added |
| Morningstar Investment Management LLC | 8,259 | $971.3K | 0.06% | +1,947+30.8% | Added |
| Winton Group Ltd | 8,303 | $976.5K | 0.03% | +8,303 | New |
| Econ Financial Services Corp | 8,341 | $981.0K | 0.46% | +3,000+56.2% | Added |
| Atlas Capital Advisors LLC | 8,353 | $982.4K | 0.11% | −35−0.4% | Reduced |
| Strong Retirement Solutions LLC | 8,383 | $985.9K | 0.69% | +450+5.7% | Added |
| Mount Yale Investment Advisors, LLC | 8,392 | $988.9K | 0.02% | +1,339+19.0% | Added |
| Syon Capital LLC | 8,598 | $1.01M | 0.05% | −1,286−13.0% | Reduced |
| Monticello Wealth Management, LLC | 8,602 | $1.01M | 0.06% | 00.0% | Unchanged |
| Novem Group | 8,691 | $1.02M | 0.12% | +393+4.7% | Added |
| Kesler, Norman & Wride, LLC | 8,692 | $1.02M | 0.18% | +83+1.0% | Added |
| Fiduciary Family Office, LLC | 8,723 | $1.03M | 0.29% | +1,202+16.0% | Added |
| Brown Brothers Harriman & Co | 8,734 | $1.03M | 0.01% | +2,631+43.1% | Added |
| Private Advisor Group, LLC | 8,742 | $1.03M | 0.00% | −748−7.9% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 8,753 | $1.03M | 0.55% | −2,735−23.8% | Reduced |