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, Q2 2026
Institutional positions in Pultegroup Inc as of Jun 30, 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
- 1,045
- +19 vs. Q1 2026
- Shares held
- 178.5M
- +2.10M (+1.2%) vs. Q1 2026
- Total value
- $24.5B
- +$3.74B (+18.0%) vs. Q1 2026
- New holders
- 120
- 362 more added
- Sold out
- 101
- 415 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 460 | $63.0K | 0.04% | −103−18.3% | Reduced |
| Oakworth Capital, Inc. | 465 | $63.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 468 | $64.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 494 | $65.5K | 0.00% | +237+92.2% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $68.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 501 | $68.8K | 0.03% | +48+10.6% | Added |
| First Command Advisory Services, Inc. | 506 | $69.5K | 0.00% | +336+197.6% | Added |
| AdvisorNet Financial, Inc | 507 | $69.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 519 | $71.2K | 0.04% | −15−2.8% | Reduced |
| Grove Bank & Trust | 526 | $72.2K | 0.01% | −291−35.6% | Reduced |
| Compass Financial Management LLC | 535 | $72.7K | 0.01% | +535 | New |
| Cornerstone Planning Group LLC | 588 | $74.5K | 0.01% | −3−0.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 563 | $77.3K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 565 | $77.5K | 0.01% | +565 | New |
| StrongBox Wealth, LLC | 570 | $78.2K | 0.02% | +570 | New |
| Private Trust Co NA | 594 | $81.5K | 0.01% | −153−20.5% | Reduced |
| Cromwell Holdings LLC | 601 | $82.6K | 0.04% | +17+2.9% | Added |
| Continuum Advisory, LLC | 616 | $84.5K | 0.01% | +616 | New |
| Johnson Financial Group, Inc. | 635 | $87.3K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 638 | $87.5K | 0.04% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 645 | $88.5K | 0.01% | +31+5.0% | Added |
| Tounjian Advisory Partners, LLC | 652 | $89.4K | 0.04% | +652 | New |
| Measured Wealth Private Client Group, LLC | 653 | $89.6K | 0.02% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 656 | $90.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 687 | $94.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 710 | $97.4K | 0.04% | −103−12.7% | Reduced |
| Raiffeisen Bank International AG | 711 | $98.1K | 0.00% | −140−16.5% | Reduced |
| General Partner, Inc. | 718 | $98.5K | 0.05% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 733 | $100.6K | 0.02% | +9+1.2% | Added |
| Rothschild Investment LLC | 764 | $104.8K | 0.00% | +58+8.2% | Added |
| Colonial Trust Co | 784 | $107.5K | 0.01% | −1,365−63.5% | Reduced |
| Adirondack Trust Co | 815 | $111.8K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 834 | $114.4K | 0.01% | +35+4.4% | Added |
| Federated Hermes, Inc. | 851 | $116.8K | 0.00% | −3,915−82.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 860 | $118.2K | 0.03% | +2+0.2% | Added |
| Los Angeles Capital Management LLC | 867 | $119.0K | 0.00% | −294−25.3% | Reduced |
| Deseret Mutual Benefit Administrators | 867 | $119.0K | 0.04% | −65−7.0% | Reduced |
| Loomis Sayles & Co L P | 895 | $122.8K | 0.00% | −202−18.4% | Reduced |
| Leonteq Securities AG | 975 | $133.8K | 0.01% | −1,374−58.5% | Reduced |
| Parkside Financial Bank & Trust | 989 | $135.7K | 0.01% | +39+4.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,001 | $139.0K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,020 | $140.0K | 0.03% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,021 | $140.1K | 0.00% | −300−22.7% | Reduced |
| Essential Partners LLC | 1,037 | $142.3K | 0.07% | +66+6.8% | Added |
| Bartlett & Co. Wealth Management LLC | 1,053 | $144.8K | 0.00% | +402+61.8% | Added |
| Millstone Evans Group, LLC | 1,058 | $145.2K | 0.08% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,063 | $146.0K | 0.00% | −400−27.3% | Reduced |
| State of Wyoming | 1,085 | $148.9K | 0.02% | −2,208−67.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,116 | $153.2K | 0.01% | −659−37.1% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 1,152 | $158.1K | 0.00% | +1,152 | New |
| Wilkerson Advisory Group LLC | 1,167 | $160.1K | 0.05% | +184+18.7% | Added |
| Transamerica Financial Advisors, Inc. | 1,205 | $165.7K | 0.01% | +109+9.9% | Added |
| Prosperity Bancshares Inc | 1,224 | $167.9K | 0.11% | +29+2.4% | Added |
| Smithfield Trust Co | 1,265 | $174.0K | 0.01% | −606−32.4% | Reduced |
| Wellington-Altus USA Inc. | 1,495 | $175.8K | 0.13% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,284 | $176.2K | 0.01% | −1,229−48.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,300 | $178.4K | 0.04% | −1,700−56.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,500 | $194.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,423 | $195.3K | 0.02% | +18+1.3% | Added |
| LifeSteps Financial, Inc. | 1,447 | $198.6K | 0.09% | +1,447 | New |
| Commerzbank Aktiengesellschaft | 1,459 | $200.0K | 0.00% | +1,459 | New |
| OpenArc Corporate Advisory, LLC | 1,461 | $200.5K | 0.00% | +1,461 | New |
| Angeles Wealth Management, LLC | 1,476 | $202.9K | 0.01% | +1,476 | New |
| Prime Capital Investment Advisors, LLC | 1,481 | $203.2K | 0.00% | −672−31.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,484 | $203.7K | 0.01% | +1,484 | New |
| Quantum Financial Advisors, LLC | 1,485 | $203.8K | 0.02% | +1,485 | New |
| Avestar Capital, LLC | 1,489 | $204.7K | 0.01% | +1,489 | New |
| First Western Trust Bank | 1,492 | $204.7K | 0.01% | +1,492 | New |
| McGlone Suttner Wealth Management, Inc. | 1,496 | $205.3K | 0.02% | +1,496 | New |
| Accredited Investors Inc. | 1,500 | $205.8K | 0.01% | +1,500 | New |
| GW Henssler & Associates Ltd | 1,510 | $207.2K | 0.01% | +1,510 | New |
| Dorsey & Whitney Trust CO LLC | 1,511 | $207.3K | 0.01% | −286−15.9% | Reduced |
| Roman Butler Fullerton & Co | 1,702 | $210.7K | 0.05% | −74−4.2% | Reduced |
| Saiph Capital, LLC | 1,542 | $211.6K | 0.06% | +1,542 | New |
| Bokf, NA | 1,548 | $212.4K | 0.00% | +146+10.4% | Added |
| Simplicity Wealth,LLC | 1,550 | $212.7K | 0.01% | +1,550 | New |
| Paragon Capital Management Ltd | 1,560 | $214.0K | 0.04% | +1,560 | New |
| Evolution Wealth Advisors, LLC | 1,563 | $214.5K | 0.03% | +1,563 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,566 | $215.3K | 0.03% | −504−24.3% | Reduced |
| Waystone Advisors LLC | 1,572 | $215.7K | 0.16% | +1,572 | New |
| SmartHarvest Portfolios, LLC | 1,578 | $216.5K | 0.07% | +1,578 | New |
| Cogent Private Wealth, Inc. | 1,581 | $216.9K | 0.14% | +1,581 | New |
| Kingsview Wealth Management, LLC | 1,598 | $219.3K | 0.00% | −434−21.4% | Reduced |
| TrustBank | 1,600 | $219.5K | 0.07% | +1,600 | New |
| Resonant Capital Advisors, LLC | 1,599 | $219.8K | 0.01% | +1,599 | New |
| Key Financial Inc | 1,604 | $220.1K | 0.04% | 00.0% | Unchanged |
| Marble Wealth, LLC | 1,606 | $220.4K | 0.03% | +1,606 | New |
| Frank, Rimerman Advisors LLC | 1,624 | $222.8K | 0.01% | +1,624 | New |
| Wealth Enhancement Trust Services, Inc. | 1,637 | $224.6K | 0.02% | −1−0.1% | Reduced |
| Patten Group, Inc. | 1,646 | $225.8K | 0.04% | −746−31.2% | Reduced |
| KMG Fiduciary Partners, LLC | 1,651 | $226.5K | 0.02% | −995−37.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,652 | $226.7K | 0.01% | −71−4.1% | Reduced |
| Summitry LLC | 1,653 | $226.8K | 0.01% | −1,159−41.2% | Reduced |
| Marietta Wealth Management, LLC | 1,662 | $228.0K | 0.02% | +1,662 | New |
| Fielder Capital Group LLC | 1,670 | $229.1K | 0.05% | −94−5.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,676 | $230.4K | 0.00% | +1,676 | New |
| Naples Global Advisors, LLC | 1,691 | $232.5K | 0.01% | +1,691 | New |
| Fortem Financial Group, LLC | 1,700 | $233.3K | 0.05% | −200−10.5% | Reduced |
| South Street Advisors LLC | 1,700 | $233.3K | 0.03% | +1,700 | New |
| Fisher Asset Management, LLC | 1,706 | $234.2K | 0.00% | −98−5.4% | Reduced |