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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 2,500 | $294.0K | 0.00% | −27−1.1% | Reduced |
| Washington Trust Bank | 2,500 | $294.0K | 0.02% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,480 | $291.7K | 0.04% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,463 | $289.7K | 0.12% | −25−1.0% | Reduced |
| Manchester Capital Management LLC | 2,427 | $285.4K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,411 | $283.6K | 0.01% | −362−13.1% | Reduced |
| Patten Group, Inc. | 2,392 | $281.3K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 2,318 | $280.1K | 0.02% | −68−2.8% | Reduced |
| Leonteq Securities AG | 2,349 | $276.3K | 0.02% | −657−21.9% | Reduced |
| Apella Capital, LLC | 2,183 | $276.2K | 0.00% | +15+0.7% | Added |
| Resources Investment Advisors, LLC. | 2,349 | $276.2K | 0.00% | −1,062−31.1% | Reduced |
| Saber Capital Managment, LLC | 2,336 | $274.8K | 0.21% | −5,780−71.2% | Reduced |
| Interchange Capital Partners, LLC | 2,474 | $273.2K | 0.09% | −1,790−42.0% | Reduced |
| Capital Analysts, LLC | 2,290 | $270.0K | 0.01% | +10+0.4% | Added |
| Trust Asset Management LLC | 2,292 | $269.6K | 0.02% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 2,290 | $269.3K | 0.08% | +544+31.2% | Added |
| Clark Capital Management Group, Inc. | 2,258 | $265.6K | 0.00% | +103+4.8% | Added |
| Ostrum Asset Management | 2,244 | $263.9K | 0.01% | −3,990−64.0% | Reduced |
| Providence Capital Advisors, LLC | 2,241 | $263.6K | 0.04% | 00.0% | Unchanged |
| Blue Capital, Inc. | 2,225 | $261.7K | 0.17% | +2,225 | New |
| 71 West Capital Partners | 2,174 | $255.7K | 0.01% | +2,174 | New |
| Meridian Wealth Management, LLC | 2,161 | $254.1K | 0.01% | −269−11.1% | Reduced |
| Perigon Wealth Management, LLC | 2,157 | $253.7K | 0.00% | −515−19.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,153 | $253.3K | 0.00% | +149+7.4% | Added |
| Centaurus Financial, Inc. | 2,154 | $253.0K | 0.01% | −226−9.5% | Reduced |
| Wayfinding Financial, LLC | 2,149 | $253.0K | 0.11% | +310+16.9% | Added |
| Colonial Trust Co | 2,149 | $252.8K | 0.03% | +4+0.2% | Added |
| Ignite Planners, LLC | 2,150 | $252.7K | 0.04% | +221+11.5% | Added |
| Red Door Wealth Management, LLC | 2,130 | $250.5K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,121 | $249.5K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 2,114 | $248.6K | 0.06% | −55−2.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,102 | $247.2K | 0.02% | −56−2.6% | Reduced |
| Edmp, Inc. | 2,091 | $245.9K | 0.20% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 2,091 | $245.8K | 0.01% | +82+4.1% | Added |
| Meeder Asset Management Inc | 2,084 | $245.1K | 0.01% | +1,993+2,190.1% | Added |
| Omnia Family Wealth, LLC | 2,074 | $244.5K | 0.08% | +9+0.4% | Added |
| Harbour Investments, Inc. | 2,078 | $244.4K | 0.00% | +488+30.7% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,070 | $244.0K | 0.03% | −856−29.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,069 | $243.3K | 0.00% | −16,697−89.0% | Reduced |
| Hancock Whitney Corp | 1,975 | $241.6K | 0.00% | −155−7.3% | Reduced |
| Brighton Jones LLC | 2,049 | $240.9K | 0.01% | +2,049 | New |
| Smartleaf Asset Management LLC | 2,109 | $239.8K | 0.01% | −24−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 2,032 | $239.0K | 0.00% | −2,453−54.7% | Reduced |
| Ieq Capital, LLC | 2,031 | $238.9K | 0.00% | −309−13.2% | Reduced |
| Finivi Inc. | 2,027 | $238.4K | 0.13% | +2,027 | New |
| Stonehaven Wealth & Tax Solutions, LLC | 2,026 | $238.3K | 0.21% | +26+1.3% | Added |
| Juncture Wealth Strategies, LLC | 2,019 | $237.5K | 0.08% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 2,066 | $236.8K | 0.02% | −496−19.4% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,000 | $235.2K | 0.12% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,993 | $234.4K | 0.00% | −3,170−61.4% | Reduced |
| Nilsine Partners, LLC | 1,819 | $233.3K | 0.02% | −242−11.7% | Reduced |
| Franchise GP Ltd | 1,960 | $230.5K | 0.08% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,958 | $230.3K | 0.01% | +1,958 | New |
| Stratos Wealth Advisors, LLC | 1,947 | $229.1K | 0.01% | −71−3.5% | Reduced |
| Fortem Financial Group, LLC | 1,900 | $223.5K | 0.06% | −200−9.5% | Reduced |
| Stephens Inc | 1,895 | $222.9K | 0.00% | −455−19.4% | Reduced |
| Harbor Asset Planning, Inc. | 1,886 | $221.8K | 0.19% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 1,882 | $221.3K | 0.00% | −2,405−56.1% | Reduced |
| Smithfield Trust Co | 1,871 | $219.0K | 0.01% | −274−12.8% | Reduced |
| Symmetry Partners, LLC | 1,848 | $217.3K | 0.01% | −2−0.1% | Reduced |
| Cigna Investments Inc | 1,840 | $217.0K | 0.03% | −76−4.0% | Reduced |
| Frec Markets, Inc. | 1,837 | $216.1K | 0.04% | +1,837 | New |
| Graetz Wealth LLC | 1,834 | $215.7K | 0.19% | −111−5.7% | Reduced |
| Roman Butler Fullerton & Co | 1,776 | $213.9K | 0.06% | −118−6.2% | Reduced |
| Patton Fund Management, Inc. | 1,816 | $213.6K | 0.04% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 1,810 | $212.9K | 0.03% | +1,810 | New |
| Fisher Asset Management, LLC | 1,804 | $212.3K | 0.00% | +58+3.3% | Added |
| Dorsey & Whitney Trust CO LLC | 1,797 | $211.3K | 0.01% | +44+2.5% | Added |
| Peterson Wealth Services | 1,792 | $210.8K | 0.05% | +344+23.8% | Added |
| PDS Planning, Inc | 1,790 | $210.5K | 0.01% | +1,790 | New |
| Mather Group, LLC. | 1,790 | $210.5K | 0.00% | +1,790 | New |
| Summit Financial, LLC | 1,781 | $209.8K | 0.00% | +40+2.3% | Added |
| National Asset Management, Inc. | 1,839 | $209.1K | 0.01% | −38−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,775 | $208.8K | 0.01% | +530+42.6% | Added |
| Fielder Capital Group LLC | 1,764 | $207.4K | 0.05% | +1,764 | New |
| Oasis Advisors, LLC | 1,745 | $205.5K | 0.04% | +1,745 | New |
| Wellington-Altus USA Inc. | 1,495 | $205.1K | 0.12% | 00.0% | Unchanged |
| Third View Private Wealth, LLC | 1,729 | $203.3K | 0.03% | +1,729 | New |
| Ameritas Investment Partners, Inc. | 1,723 | $202.6K | 0.01% | −75−4.2% | Reduced |
| Gateway Wealth Partners, LLC | 1,714 | $201.6K | 0.01% | +1,714 | New |
| Sciencast Management LP | 1,714 | $201.6K | 0.03% | −49,035−96.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,638 | $192.6K | 0.02% | +1,634+40,850.0% | Added |
| Key Financial Inc | 1,604 | $188.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,500 | $179.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,475 | $173.5K | 0.00% | −1,673−53.1% | Reduced |
| Cohen & Steers, Inc. | 1,463 | $172.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,405 | $165.2K | 0.02% | +8+0.6% | Added |
| Bokf, NA | 1,402 | $164.9K | 0.00% | −75−5.1% | Reduced |
| Bryn Mawr Trust Co | 1,321 | $155.4K | 0.00% | −103−7.2% | Reduced |
| Prosperity Bancshares Inc | 1,195 | $140.5K | 0.11% | +511+74.7% | Added |
| Los Angeles Capital Management LLC | 1,161 | $136.5K | 0.00% | −62,603−98.2% | Reduced |
| MAI Capital Management | 1,150 | $135.2K | 0.00% | +114+11.0% | Added |
| Transamerica Financial Advisors, Inc. | 1,096 | $129.2K | 0.01% | +673+159.1% | Added |
| Loomis Sayles & Co L P | 1,097 | $129.1K | 0.00% | −10,362−90.4% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $124.4K | 0.07% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,020 | $120.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,001 | $119.0K | 0.04% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 983 | $115.6K | 0.04% | +484+97.0% | Added |
| Essential Partners LLC | 971 | $114.2K | 0.04% | +18+1.9% | Added |
| Parkside Financial Bank & Trust | 950 | $111.7K | 0.01% | +80+9.2% | Added |