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 |
|---|---|---|---|---|---|
| Montgomery Investment Management Inc | 6,350 | $746.8K | 0.25% | +350+5.8% | Added |
| HB Wealth Management, LLC | 6,258 | $736.1K | 0.00% | +1,143+22.3% | Added |
| Lecap Asset Management Ltd | 6,252 | $735.3K | 0.28% | −12,367−66.4% | Reduced |
| Atomi Financial Group, Inc. | 6,240 | $733.9K | 0.02% | −155−2.4% | Reduced |
| Intrust Bank NA | 6,188 | $727.8K | 0.06% | +953+18.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,149 | $723.2K | 0.01% | −79−1.3% | Reduced |
| Cooper Financial Group | 6,082 | $715.3K | 0.07% | −232−3.7% | Reduced |
| Norden Group LLC | 6,021 | $708.2K | 0.07% | −39−0.6% | Reduced |
| Johnson Investment Counsel Inc | 5,995 | $705.1K | 0.01% | −119−1.9% | Reduced |
| Applied Finance Capital Management, LLC | 5,994 | $705.0K | 0.05% | +4+0.1% | Added |
| Chicago Partners Investment Group LLC | 5,512 | $703.1K | 0.02% | −28−0.5% | Reduced |
| Crestwood Advisors Group LLC | 5,933 | $697.8K | 0.01% | −2,402−28.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,907 | $694.7K | 0.02% | −1,129−16.0% | Reduced |
| Brookstone Capital Management | 5,861 | $689.3K | 0.01% | +267+4.8% | Added |
| Gryphon Financial Partners LLC | 5,850 | $688.1K | 0.07% | +428+7.9% | Added |
| Coldstream Capital Management Inc | 5,824 | $685.0K | 0.01% | +1,922+49.3% | Added |
| Premier Path Wealth Partners, LLC | 5,690 | $669.2K | 0.09% | +3,697+185.5% | Added |
| AlphaGrep UK Ltd | 5,686 | $668.7K | 0.20% | +608+12.0% | Added |
| V-Square Quantitative Management LLC | 5,652 | $664.7K | 0.07% | −117−2.0% | Reduced |
| North Dakota State Investment Board | 5,614 | $660.3K | 0.03% | −1,128−16.7% | Reduced |
| Legato Capital Management LLC | 5,613 | $660.1K | 0.06% | +5,613 | New |
| Belpointe Asset Management LLC | 5,585 | $657.0K | 0.02% | +834+17.6% | Added |
| Liberty Wealth Management LLC | 5,582 | $656.6K | 0.08% | +12+0.2% | Added |
| Versant Capital Management, Inc | 5,546 | $652.3K | 0.06% | −618−10.0% | Reduced |
| Metis Global Partners, LLC | 5,505 | $647.4K | 0.02% | −728−11.7% | Reduced |
| Penserra Capital Management LLC | 5,515 | $647.0K | 0.01% | +120+2.2% | Added |
| Keybank National Association | 5,496 | $646.4K | 0.00% | +5,496 | New |
| Patron Partners Advisors, LLC | 5,400 | $635.1K | 0.28% | 00.0% | Unchanged |
| Convergence Financial, LLC | 5,397 | $634.7K | 0.07% | +5,397 | New |
| Ellevest, Inc. | 5,384 | $633.2K | 0.09% | +819+17.9% | Added |
| Tocqueville Asset Management L.P. | 5,377 | $632.4K | 0.01% | −489−8.3% | Reduced |
| GTS Securities LLC | 5,376 | $632.3K | 0.02% | −18,882−77.8% | Reduced |
| Outlook Wealth Advisors, LLC | 5,367 | $631.3K | 0.15% | −181−3.3% | Reduced |
| Anchor Investment Management, LLC | 5,347 | $628.9K | 0.05% | −184−3.3% | Reduced |
| Fulcrum Asset Management LLP | 5,523 | $628.1K | 0.09% | +4,107+290.0% | Added |
| Lido Advisors, LLC | 5,322 | $627.5K | 0.00% | +805+17.8% | Added |
| EntryPoint Capital, LLC | 5,322 | $625.9K | 0.18% | +5,322 | New |
| MUFG Securities Americas Inc. | 5,317 | $625.3K | 0.04% | +66+1.3% | Added |
| Monument Capital Management | 5,316 | $625.2K | 0.16% | −23−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,285 | $623.0K | 0.07% | +429+8.8% | Added |
| Ronald Blue Trust, Inc. | 5,238 | $616.0K | 0.01% | +3,422+188.4% | Added |
| Callan Family Office, LLC | 5,231 | $615.2K | 0.01% | +20.0% | Added |
| Securian Asset Management, Inc | 5,200 | $611.6K | 0.02% | −100−1.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $608.5K | 0.04% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 5,156 | $606.4K | 0.08% | +5,156 | New |
| Quadrant Capital Group LLC | 5,125 | $602.8K | 0.02% | +201+4.1% | Added |
| Meeder Advisory Services, Inc. | 4,998 | $587.8K | 0.02% | +356+7.7% | Added |
| denkapparat Operations GmbH | 4,956 | $582.9K | 0.24% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 4,967 | $582.4K | 0.05% | +145+3.0% | Added |
| Wahed Invest LLC | 4,949 | $582.1K | 0.08% | −164−3.2% | Reduced |
| Kentucky Retirement Systems | 28,463 | $580.0K | 0.04% | +16,120+130.6% | Added |
| Oxford Asset Management LLP | 4,862 | $571.8K | 0.23% | −1,001−17.1% | Reduced |
| Equitable Holdings, Inc. | 4,871 | $571.2K | 0.00% | −681−12.3% | Reduced |
| Pinebridge Investments LLC | 4,855 | $571.0K | 0.00% | −5,416−52.7% | Reduced |
| Old National Bancorp | 4,849 | $570.3K | 0.01% | +405+9.1% | Added |
| Formidable Asset Management, LLC | 4,785 | $562.8K | 0.09% | −170−3.4% | Reduced |
| GAMMA Investing LLC | 4,774 | $561.5K | 0.03% | +385+8.8% | Added |
| Boothbay Fund Management, LLC | 4,771 | $561.1K | 0.01% | −3,948−45.3% | Reduced |
| Federated Hermes, Inc. | 4,766 | $560.5K | 0.00% | −2,339−32.9% | Reduced |
| XTX Topco Ltd | 4,747 | $558.3K | 0.01% | −5,390−53.2% | Reduced |
| Aldebaran Financial Inc. | 4,745 | $558.1K | 0.53% | 00.0% | Unchanged |
| Burney Co | 4,743 | $557.8K | 0.02% | −11,805−71.3% | Reduced |
| IFP Advisors, Inc | 4,672 | $549.5K | 0.01% | +803+20.8% | Added |
| Kestra Investment Management, LLC | 4,652 | $547.1K | 0.01% | +1,563+50.6% | Added |
| Everence Capital Management Inc | 4,530 | $533.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Advus Financial Partners, LLC | 4,504 | $529.7K | 0.13% | +1,155+34.5% | Added |
| Snowden Capital Advisors LLC | 4,463 | $526.1K | 0.01% | −1,942−30.3% | Reduced |
| Naviter Wealth, LLC | 4,439 | $523.2K | 0.07% | 00.0% | Unchanged |
| United Community Bank | 4,421 | $520.0K | 0.17% | +110+2.6% | Added |
| Schwartz Investment Counsel Inc | 4,398 | $517.2K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,383 | $515.5K | 0.18% | −63−1.4% | Reduced |
| Tectonic Advisors LLC | 4,381 | $515.3K | 0.03% | +30+0.7% | Added |
| D'Orazio & Associates, Inc. | 4,366 | $513.5K | 0.07% | +711+19.5% | Added |
| Prudential PLC | 4,316 | $507.6K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,298 | $506.5K | 0.01% | +983+29.7% | Added |
| Drucker Wealth 3.0, LLC | 4,263 | $501.4K | 0.09% | −376−8.1% | Reduced |
| King Luther Capital Management Corp | 4,244 | $499.1K | 0.00% | +4,244 | New |
| Canada Post Corp Registered Pension Plan | 4,223 | $496.7K | 0.02% | −2,300−35.3% | Reduced |
| Jump Financial, LLC | 4,193 | $493.1K | 0.01% | −3,310−44.1% | Reduced |
| Caxton Associates LLP | 4,165 | $489.8K | 0.01% | +619+17.5% | Added |
| Sagespring Wealth Partners, LLC | 4,116 | $484.0K | 0.01% | +50+1.2% | Added |
| Allium Financial Advisors, LLC | 4,106 | $482.9K | 0.39% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,096 | $481.7K | 0.01% | −2,244−35.4% | Reduced |
| M.E. Allison & Co., Inc. | 4,074 | $479.1K | 0.32% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 4,067 | $478.3K | 0.06% | −408−9.1% | Reduced |
| Optas, LLC | 4,066 | $478.2K | 0.07% | +69+1.7% | Added |
| Tema ETFs LLC | 4,060 | $477.5K | 0.03% | +21+0.5% | Added |
| Umpqua Bank | 4,057 | $477.1K | 0.14% | +10.0% | Added |
| Corient IA LLC | 4,040 | $475.1K | 0.45% | −960−19.2% | Reduced |
| EP Wealth Advisors, LLC | 4,031 | $474.1K | 0.00% | −473−10.5% | Reduced |
| Van Hulzen Asset Management, LLC | 4,016 | $472.3K | 0.04% | −3,100−43.6% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $470.4K | 0.39% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,985 | $468.7K | 0.01% | +684+20.7% | Added |
| AdvisorShares Investments LLC | 3,972 | $467.1K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,950 | $464.6K | 0.11% | 00.0% | Unchanged |
| JT Stratford LLC | 3,936 | $462.9K | 0.06% | −259−6.2% | Reduced |
| Legal Advantage Investments, Inc. | 3,920 | $461.0K | 0.24% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 3,912 | $460.1K | 0.01% | −10−0.3% | Reduced |