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; 1,044 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 | 1,044 | $24.5B |
| Q1 2026 | 1,036 | $20.7B |
| Q4 2025 | 1,033 | $21.0B |
| Q3 2025 | 986 | $23.7B |
| Q2 2025 | 946 | $19.6B |
| Q1 2025 | 961 | $19.1B |
| Q4 2024 | 984 | $20.3B |
| Q3 2024 | 1,006 | $27.0B |
| Q2 2024 | 939 | $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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 8,767 | $1.03M | 0.10% | +5,215+146.8% | Added |
| Integrated Wealth Concepts LLC | 8,818 | $1.04M | 0.01% | +6,679+312.2% | Added |
| Kestra Advisory Services, LLC | 8,897 | $1.05M | 0.00% | +403+4.7% | Added |
| Redwood Investment Management, LLC | 8,923 | $1.05M | 0.13% | −440−4.7% | Reduced |
| Ci Investments Inc. | 8,925 | $1.05M | 0.01% | −167−1.8% | Reduced |
| Greenfield Savings Bank | 8,985 | $1.06M | 0.45% | +177+2.0% | Added |
| Integrity Alliance, LLC. | 9,011 | $1.06M | 0.04% | +1,022+12.8% | Added |
| Bessemer Group Inc | 9,036 | $1.06M | 0.00% | +910+11.2% | Added |
| McKinney Capital Management, LLC | 9,084 | $1.07M | 0.92% | +9,084 | New |
| Osmosis Investment Management UK Ltd | 9,099 | $1.07M | 0.03% | +9,099 | New |
| Principal Securities, Inc. | 9,139 | $1.07M | 0.02% | −1,061−10.4% | Reduced |
| New Mexico Educational Retirement Board | 9,138 | $1.07M | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 9,197 | $1.08M | 0.00% | +243+2.7% | Added |
| Laird Norton Trust Company, LLC | 9,299 | $1.10M | 0.02% | −271−2.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,400 | $1.11M | 0.04% | +9,400 | New |
| Agf Management Ltd | 9,433 | $1.11M | 0.00% | −1,356,846−99.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 9,465 | $1.11M | 0.05% | +733+8.4% | Added |
| Maryland State Retirement & Pension System | 9,532 | $1.12M | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,710 | $1.14M | 0.00% | +2,732+39.2% | Added |
| Louisiana State Employees Retirement System | 9,800 | $1.15M | 0.02% | −200−2.0% | Reduced |
| Mediolanum International Funds Ltd | 10,171 | $1.16M | 0.01% | +7,095+230.7% | Added |
| Cetera Trust Company, N.A | 9,847 | $1.16M | 0.65% | +585+6.3% | Added |
| Advisors Asset Management, Inc. | 9,902 | $1.16M | 0.02% | −930−8.6% | Reduced |
| Generali Asset Management SPA SGR | 9,937 | $1.17M | 0.02% | +9,937 | New |
| Inscription Capital, LLC | 10,265 | $1.21M | 0.13% | −778−7.0% | Reduced |
| Skopos Labs, Inc. | 10,341 | $1.22M | 0.04% | +4,379+73.4% | Added |
| Gateway Investment Advisers LLC | 10,402 | $1.22M | 0.01% | +2,617+33.6% | Added |
| X-Square Capital, LLC | 10,469 | $1.23M | 0.41% | −168−1.6% | Reduced |
| RFG Advisory, LLC | 10,618 | $1.25M | 0.02% | −142−1.3% | Reduced |
| Unison Advisors LLC | 10,599 | $1.25M | 0.09% | +9+0.1% | Added |
| Aprio Wealth Management, LLC | 10,716 | $1.26M | 0.07% | −106−1.0% | Reduced |
| TownSquare Capital, LLC | 10,736 | $1.26M | 0.28% | +2,110+24.5% | Added |
| Aspire Private Capital, LLC | 10,748 | $1.26M | 0.29% | −493−4.4% | Reduced |
| Andra AP-fonden | 10,991 | $1.29M | 0.02% | −64,409−85.4% | Reduced |
| Hartford Investment Management Co | 11,049 | $1.30M | 0.04% | −239−2.1% | Reduced |
| Umb Bank N A | 11,049 | $1.30M | 0.02% | −114−1.0% | Reduced |
| Kathmere Capital Management, LLC | 11,067 | $1.30M | 0.08% | +1,867+20.3% | Added |
| Rehmann Capital Advisory Group | 11,117 | $1.31M | 0.07% | +7,263+188.5% | Added |
| Caisse des Depots Et Consignations | 11,342 | $1.33M | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 11,350 | $1.33M | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 11,447 | $1.35M | 0.01% | +90+0.8% | Added |
| Great Lakes Advisors, LLC | 11,506 | $1.35M | 0.01% | −320−2.7% | Reduced |
| Oddo BHF Asset Management SAS | 11,516 | $1.35M | 0.05% | +124+1.1% | Added |
| Mizuho Securities USA LLC | 11,616 | $1.37M | 0.03% | −2,577−18.2% | Reduced |
| Norinchukin Bank, The | 11,729 | $1.38M | 0.02% | −189−1.6% | Reduced |
| Denali Advisors LLC | 11,835 | $1.39M | 0.15% | −297−2.4% | Reduced |
| Fidelis Capital Partners, LLC | 11,916 | $1.40M | 0.10% | +1,194+11.1% | Added |
| Knuff & Co LLC | 11,947 | $1.41M | 0.42% | −1,383−10.4% | Reduced |
| Strategic Investment Advisors | 11,970 | $1.41M | 0.10% | +7,731+182.4% | Added |
| Ascent Group, LLC | 12,015 | $1.41M | 0.05% | +828+7.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,072 | $1.42M | 0.00% | +4,367+56.7% | Added |
| AE Wealth Management LLC | 12,169 | $1.43M | 0.01% | +402+3.4% | Added |
| Institute for Wealth Management, LLC. | 12,172 | $1.43M | 0.15% | −230−1.9% | Reduced |
| Davenport & Co LLC | 12,200 | $1.43M | 0.01% | −9−0.1% | Reduced |
| Jain Global LLC | 12,212 | $1.44M | 0.02% | +8,138+199.8% | Added |
| CWM, LLC | 12,273 | $1.44M | 0.00% | −2,439−16.6% | Reduced |
| Omers Administration Corp | 12,404 | $1.46M | 0.01% | +3,429+38.2% | Added |
| CWM Advisors, LLC | 12,411 | $1.46M | 0.09% | +8,492+216.7% | Added |
| Atria Investments LLC | 12,595 | $1.48M | 0.02% | −1,463−10.4% | Reduced |
| Prana Capital Management, LP | 12,721 | $1.50M | 0.05% | +12,721 | New |
| Elo Mutual Pension Insurance Co | 12,931 | $1.52M | 0.03% | −7,383−36.3% | Reduced |
| Beacon Pointe Advisors, LLC | 13,022 | $1.53M | 0.01% | +1,079+9.0% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.54M | 0.05% | 00.0% | Unchanged |
| Savant Capital, LLC | 13,408 | $1.58M | 0.01% | +2,872+27.3% | Added |
| Sterling Capital Management LLC | 13,472 | $1.58M | 0.03% | −5,477−28.9% | Reduced |
| Huntington National Bank | 13,473 | $1.58M | 0.01% | +112+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 13,662 | $1.61M | 0.11% | +776+6.0% | Added |
| Thrivent Financial for Lutherans | 13,742 | $1.62M | 0.00% | −4,302−23.8% | Reduced |
| Change Path, LLC | 13,755 | $1.62M | 0.04% | −1,006−6.8% | Reduced |
| United Capital Financial Advisers, LLC | 13,801 | $1.62M | 0.01% | +3,217+30.4% | Added |
| Baird Financial Group, Inc. | 13,948 | $1.64M | 0.00% | −852−5.8% | Reduced |
| Investment Management Corp of Ontario | 13,983 | $1.64M | 0.02% | +700+5.3% | Added |
| Graham Capital Management, L.P. | 14,000 | $1.65M | 0.06% | +800+6.1% | Added |
| Mariner, LLC | 14,000 | $1.65M | 0.00% | −21,897−61.0% | Reduced |
| Whalen Wealth Management Inc. | 14,103 | $1.66M | 0.89% | +10,221+263.3% | Added |
| Palisade Capital Management LLC | 14,472 | $1.70M | 0.06% | −3,293−18.5% | Reduced |
| Concurrent Investment Advisors, LLC | 14,586 | $1.72M | 0.02% | −2,167−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,801 | $1.74M | 0.06% | +163+1.1% | Added |
| Gulf International Bank (UK) Ltd | 15,019 | $1.77M | 0.04% | +4,934+48.9% | Added |
| Bayhunt Capital LLC | 15,127 | $1.77M | 1.68% | −20,547−57.6% | Reduced |
| Dean Capital Management | 15,189 | $1.79M | 0.74% | −10.0% | Reduced |
| Inlet Private Wealth, LLC | 15,242 | $1.79M | 0.46% | +1,500+10.9% | Added |
| Myriad Asset Management Advisors LLC | 15,253 | $1.80M | 0.53% | +90+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,462 | $1.80M | 0.01% | −1,732−10.1% | Reduced |
| Virtus Investment Advisers, Inc. | 15,319 | $1.80M | 0.50% | +15,319 | New |
| Valley National Advisers Inc | 15,338 | $1.80M | 0.23% | +139+0.9% | Added |
| Sanders Morris Harris LLC | 15,446 | $1.82M | 0.29% | +15,446 | New |
| Havemeyer Place LP | 15,477 | $1.82M | 0.21% | +7,729+99.8% | Added |
| Horizon Investments, LLC | 15,483 | $1.82M | 0.02% | −5,686−26.9% | Reduced |
| Venturi Wealth Management, LLC | 15,501 | $1.82M | 0.08% | −548−3.4% | Reduced |
| Sequoia Financial Advisors, LLC | 15,625 | $1.84M | 0.01% | +1,160+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 16,022 | $1.88M | 0.01% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 16,038 | $1.89M | 0.78% | +391+2.5% | Added |
| Clearstead Advisors, LLC | 16,237 | $1.91M | 0.02% | +13,878+588.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,300 | $1.92M | 0.03% | +5,519+51.2% | Added |
| Simmons Bank | 16,460 | $1.94M | 0.13% | +16,460 | New |
| Regions Financial Corp | 16,464 | $1.94M | 0.01% | −2,244−12.0% | Reduced |
| Trail Ridge Investment Advisors, LLC | 16,705 | $1.96M | 0.85% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 16,991 | $1.99M | 0.04% | 00.0% | Unchanged |
| BNP Paribas | 17,243 | $2.00M | 0.06% | −6,709−28.0% | Reduced |