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 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 3,892 | $457.7K | 0.03% | −3,109−44.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $454.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,839 | $452.0K | 0.01% | +1,097+40.0% | Added |
| Ballentine Partners, LLC | 3,840 | $451.6K | 0.01% | +255+7.1% | Added |
| Siemens Fonds Invest GmbH | 3,837 | $451.3K | 0.03% | −378−9.0% | Reduced |
| Camden Capital, LLC | 3,836 | $451.1K | 0.03% | −1,866−32.7% | Reduced |
| Dynamic Advisor Solutions LLC | 3,804 | $447.4K | 0.01% | +210+5.8% | Added |
| Golden State Equity Partners | 3,762 | $442.5K | 0.03% | +755+25.1% | Added |
| Peapack Gladstone Financial Corp | 3,750 | $441.0K | 0.01% | +12+0.3% | Added |
| NBC Securities, Inc. | 3,748 | $440.8K | 0.03% | −279−6.9% | Reduced |
| Harbor Capital Advisors, Inc. | 3,730 | $439.0K | 0.04% | −142−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,723 | $438.0K | 0.09% | −107−2.8% | Reduced |
| Planned Solutions, Inc. | 3,702 | $435.4K | 0.14% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,684 | $433.3K | 0.01% | +106+3.0% | Added |
| Fifth Third Wealth Advisors LLC | 3,678 | $432.6K | 0.01% | −130−3.4% | Reduced |
| DoubleLine ETF Adviser LP | 3,665 | $431.0K | 0.16% | −583−13.7% | Reduced |
| One Wealth Advisors, LLC | 3,579 | $420.9K | 0.05% | −950−21.0% | Reduced |
| Glen Eagle Advisors, LLC | 3,561 | $418.8K | 0.06% | −216−5.7% | Reduced |
| Raleigh Capital Management Inc. | 3,533 | $415.6K | 0.14% | −93−2.6% | Reduced |
| Panagora Asset Management Inc | 3,523 | $414.3K | 0.00% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 3,500 | $411.6K | 0.03% | +6+0.2% | Added |
| Kingswood Wealth Advisors, LLC | 3,488 | $410.2K | 0.02% | +48+1.4% | Added |
| Clark Asset Management, LLC | 3,465 | $407.5K | 0.04% | +5+0.1% | Added |
| CSS LLC | 3,390 | $398.7K | 0.02% | +690+25.6% | Added |
| Wedmont Private Capital | 3,289 | $396.2K | 0.01% | −6−0.2% | Reduced |
| Xxi Wealth, LLC | 3,364 | $395.6K | 0.22% | +21+0.6% | Added |
| Accurate Wealth Management, LLC | 3,269 | $393.6K | 0.05% | −51−1.5% | Reduced |
| Apollon Wealth Management, LLC | 3,343 | $393.1K | 0.01% | +121+3.8% | Added |
| VestGen Advisors, LLC | 3,385 | $387.8K | 0.01% | −176−4.9% | Reduced |
| State of Wyoming | 3,293 | $387.3K | 0.05% | +1,080+48.8% | Added |
| Foundations Investment Advisors, LLC | 3,293 | $387.3K | 0.00% | +224+7.3% | Added |
| Central Trust Co | 3,276 | $385.3K | 0.01% | −10.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 3,006 | $383.0K | 0.10% | +123+4.3% | Added |
| Eads & Heald Wealth Management | 3,242 | $381.3K | 0.19% | 00.0% | Unchanged |
| TCW Group Inc | 3,217 | $378.4K | 0.00% | +156+5.1% | Added |
| Baader Bank INC | 3,210 | $377.5K | 0.04% | +3,210 | New |
| Midwest Trust Co | 3,208 | $377.3K | 0.00% | −172−5.1% | Reduced |
| Baron Wealth Management LLC | 3,200 | $376.4K | 0.11% | +3,200 | New |
| Menard Financial Group LLC | 3,197 | $376.0K | 0.26% | +19+0.6% | Added |
| Nautilus Advisors LLC | 3,195 | $375.8K | 0.26% | 00.0% | Unchanged |
| First Horizon Corp | 3,159 | $371.5K | 0.02% | +12+0.4% | Added |
| Richard W. Paul & Associates, LLC | 3,143 | $369.6K | 0.12% | −70−2.2% | Reduced |
| Fiduciary Trust Co | 3,129 | $368.0K | 0.00% | −34−1.1% | Reduced |
| GeoWealth Management, LLC | 3,126 | $367.6K | 0.01% | −378−10.8% | Reduced |
| Machina Capital S.A.S. | 3,108 | $365.5K | 0.07% | +3,108 | New |
| Stratos Wealth Partners, LTD. | 3,104 | $365.1K | 0.00% | +1,030+49.7% | Added |
| CX Institutional | 3,093 | $364.0K | 0.01% | +196+6.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 3,085 | $363.0K | 0.00% | −4,591−59.8% | Reduced |
| Ameritas Advisory Services, LLC | 3,081 | $362.4K | 0.01% | −840−21.4% | Reduced |
| Modern Wealth Management, LLC | 3,083 | $361.2K | 0.01% | −108−3.4% | Reduced |
| 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 |
| Allianz SE | 3,040 | $357.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,037 | $357.2K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 3,031 | $356.5K | 0.00% | +772+34.2% | Added |
| Concentric Capital Strategies, LP | 3,028 | $356.1K | 0.03% | +3,028 | New |
| 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 |
| Plato Investment Management Ltd | 2,991 | $352.0K | 0.02% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 2,979 | $350.4K | 0.06% | +780+35.5% | Added |
| Florida Financial Advisors, LLC | 2,962 | $348.7K | 0.08% | +290+10.9% | Added |
| Pallas Capital Advisors LLC | 2,897 | $340.7K | 0.01% | +692+31.4% | Added |
| Portside Wealth Group, LLC | 2,890 | $339.9K | 0.05% | +96+3.4% | Added |
| Advisors Capital Management, LLC | 2,877 | $338.5K | 0.00% | −395−12.1% | Reduced |
| Quent Capital, LLC | 2,866 | $337.1K | 0.02% | −79−2.7% | Reduced |
| Sanchez Gaunt Capital Management, LLC | 2,862 | $336.6K | 0.21% | +2,862 | New |
| Wilian Securities, LLC | 2,855 | $335.8K | 0.82% | +70+2.5% | Added |
| TD Private Client Wealth LLC | 2,834 | $333.3K | 0.01% | −871−23.5% | Reduced |
| Exchange Traded Concepts, LLC | 2,814 | $331.0K | 0.00% | +418+17.4% | Added |
| Summitry LLC | 2,812 | $330.7K | 0.01% | −550−16.4% | Reduced |
| CenterBook Partners LP | 2,811 | $330.6K | 0.02% | −1,808−39.1% | Reduced |
| Clearbridge Investments, LLC | 2,802 | $329.5K | 0.00% | +365+15.0% | Added |
| Cullen/Frost Bankers, Inc. | 2,779 | $326.9K | 0.00% | +201+7.8% | Added |
| Argent Trust Co | 2,770 | $325.8K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,752 | $323.7K | 0.03% | +2+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,740 | $322.3K | 0.01% | +196+7.7% | Added |
| Bingham Private Wealth, LLC | 2,735 | $321.7K | 0.26% | +223+8.9% | Added |
| Freestone Capital Holdings, LLC | 2,720 | $319.9K | 0.01% | +6+0.2% | Added |
| Exencial Wealth Advisors, LLC | 2,706 | $318.2K | 0.01% | +40+1.5% | Added |
| Greenleaf Trust | 2,688 | $316.1K | 0.00% | +206+8.3% | Added |
| BAM Wealth Management, LLC | 2,684 | $315.7K | 0.24% | −450−14.4% | Reduced |
| Phoenix Holdings Ltd. | 2,660 | $313.3K | 0.00% | +230+9.5% | Added |
| Horizon Advisory Services, Inc. | 2,655 | $312.3K | 0.16% | −117−4.2% | Reduced |
| COFG Advisors, LLC | 2,655 | $312.3K | 0.08% | +74+2.9% | Added |
| KMG Fiduciary Partners, LLC | 2,646 | $311.2K | 0.02% | −480−15.4% | Reduced |
| Diversified Enterprises, LLC | 2,644 | $310.9K | 0.02% | −34−1.3% | Reduced |
| First Business Financial Services, Inc. | 2,605 | $306.4K | 0.03% | +2,605 | New |
| Savvy Advisors, Inc. | 2,596 | $305.3K | 0.01% | +80+3.2% | Added |
| Renasant Bank | 2,584 | $303.9K | 0.22% | −125−4.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,578 | $303.2K | 0.02% | −25−1.0% | Reduced |
| Myriad Asset Management US LP | 2,573 | $303.0K | 0.45% | +284+12.4% | Added |
| Personal Cfo Solutions, LLC | 2,551 | $300.7K | 0.04% | +234+10.1% | Added |
| Second Line Capital, LLC | 2,455 | $300.4K | 0.06% | +410+20.0% | Added |
| Wealthcare Advisory Partners LLC | 2,554 | $300.4K | 0.01% | +101+4.1% | Added |
| Oakmont Advisory Group, LLC | 2,539 | $298.6K | 0.30% | +20+0.8% | Added |
| Cornerstone Wealth Group, LLC | 2,318 | $298.1K | 0.02% | −399−14.7% | Reduced |
| Leavell Investment Management, Inc. | 2,519 | $296.9K | 0.01% | −5−0.2% | Reduced |
| Westpac Banking Corp | 2,513 | $295.6K | 0.02% | −35−1.4% | Reduced |
| Diversified Trust Co | 2,513 | $295.6K | 0.01% | +136+5.7% | Added |
| Catalytic Wealth RIA, LLC | 2,504 | $294.5K | 0.01% | +375+17.6% | Added |