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 |
|---|---|---|---|---|---|
| Caldwell Sutter Capital, Inc. | 69 | $9.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 69 | $9.47K | 0.01% | +23+50.0% | Added |
| Ares Financial Consulting, LLC | 72 | $9.88K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 74 | $10.2K | 0.00% | +74 | New |
| Darwin Advisors, LLC | 76 | $10.5K | 0.00% | −86−53.1% | Reduced |
| Ameriflex Group, Inc. | 77 | $10.6K | 0.00% | +71+1,183.3% | Added |
| S&T Bank | 78 | $10.7K | 0.00% | +1+1.3% | Added |
| South State Corp. | 78 | $10.7K | 0.00% | +44+129.4% | Added |
| Atwood & Palmer Inc | 79 | $10.8K | 0.00% | −5−6.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 83 | $11.4K | 0.00% | +83 | New |
| PlanVest Financial, Inc | 86 | $11.7K | 0.01% | +1+1.2% | Added |
| Aspect Partners, LLC | 87 | $11.9K | 0.00% | −15−14.7% | Reduced |
| Atlantic Trust, LLC | 93 | $12.8K | 0.00% | −15−13.9% | Reduced |
| Manning & Napier Advisors LLC | 95 | $13.1K | 0.00% | −14−12.8% | Reduced |
| Financial Management Professionals, Inc. | 100 | $13.7K | 0.00% | +10+11.1% | Added |
| Stance Capital LLC | 100 | $13.8K | 0.00% | +99+9,900.0% | Added |
| Proffitt & Goodson Inc | 101 | $13.9K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 102 | $14.0K | 0.01% | −1−1.0% | Reduced |
| Avion Wealth | 108 | $14.0K | 0.00% | +24+28.6% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $14.5K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 108 | $14.8K | 0.00% | +80+285.7% | Added |
| Meeder Asset Management Inc | 110 | $15.1K | 0.00% | −1,974−94.7% | Reduced |
| Trust Co of Vermont | 110 | $15.1K | 0.00% | +110 | New |
| JPL Wealth Management, LLC | 111 | $15.2K | 0.00% | −4−3.5% | Reduced |
| N.E.W. Advisory Services LLC | 112 | $15.4K | 0.00% | −38−25.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $15.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 117 | $16.1K | 0.00% | −41−25.9% | Reduced |
| UMA Financial Services, Inc. | 119 | $16.3K | 0.00% | −42−26.1% | Reduced |
| Crews Bank & Trust | 120 | $16.5K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 121 | $16.6K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 125 | $17.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 126 | $17.3K | 0.00% | +38+43.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 126 | $17.4K | 0.00% | +5+4.1% | Added |
| Strengthening Families & Communities, LLC | 127 | $17.4K | 0.00% | +1+0.8% | Added |
| Farmers & Merchants Investments Inc | 127 | $17.4K | 0.00% | −5−3.8% | Reduced |
| Richardson Financial Services Inc. | 130 | $17.8K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 130 | $17.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 131 | $18.0K | 0.00% | −4−3.0% | Reduced |
| Golden State Wealth Management, LLC | 138 | $18.9K | 0.00% | −146−51.4% | Reduced |
| Arlington Trust Co LLC | 139 | $19.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $20.6K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 152 | $20.8K | 0.01% | +3+2.0% | Added |
| Evelyn Partners Group Ltd | 154 | $21.1K | 0.00% | +154 | New |
| Valued Wealth Advisors LLC | 160 | $22.0K | 0.01% | +17+11.9% | Added |
| TSFG, LLC | 159 | $22.0K | 0.00% | +13+8.9% | Added |
| Zions Bancorporation, National Association | 163 | $22.4K | 0.00% | +15+10.1% | Added |
| Washington Trust Advisors, Inc. | 163 | $22.4K | 0.00% | +44+37.0% | Added |
| Colonial Trust Advisors | 171 | $23.5K | 0.00% | +171 | New |
| WPG Advisers, LLC | 173 | $23.7K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 180 | $24.7K | 0.01% | +161+847.4% | Added |
| Bell Investment Advisors, Inc | 182 | $25.0K | 0.00% | −4−2.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 193 | $26.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 199 | $27.3K | 0.02% | +72+56.7% | Added |
| Costello Asset Management, INC | 200 | $27.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 205 | $28.1K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $28.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 210 | $28.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $28.8K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 218 | $29.9K | 0.00% | −12−5.2% | Reduced |
| Hager Investment Management Services, LLC | 225 | $30.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 227 | $31.1K | 0.00% | +107+89.2% | Added |
| Synergy Investment Management, LLC | 230 | $31.3K | 0.01% | +90+64.3% | Added |
| Fortitude Family Office, LLC | 232 | $31.8K | 0.01% | −15−6.1% | Reduced |
| LRI Investments, LLC | 233 | $32.0K | 0.00% | −497−68.1% | Reduced |
| Owl Creek Wealth Partners LLC | 236 | $32.4K | 0.01% | +10+4.4% | Added |
| Security National Bank | 243 | $33.3K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 249 | $33.8K | 0.00% | +249 | New |
| True Wealth Design, LLC | 248 | $34.0K | 0.01% | −54−17.9% | Reduced |
| United Financial Planning Group LLC | 249 | $34.2K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $34.3K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 266 | $36.5K | 0.02% | +266 | New |
| Rachor Investment Advisory Services, LLC | 267 | $36.6K | 0.02% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 268 | $36.8K | 0.00% | +2+0.8% | Added |
| WealthCollab, LLC | 269 | $36.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 271 | $37.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 274 | $37.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 287 | $37.7K | 0.00% | +7+2.5% | Added |
| Strategic Wealth Partners, Ltd. | 275 | $37.7K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 283 | $38.8K | 0.03% | −2,256−88.9% | Reduced |
| Sfam, LLC | 300 | $41.2K | 0.03% | −100−25.0% | Reduced |
| Atlantic Union Bankshares Corp | 300 | $41.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 302 | $41.4K | 0.01% | −15−4.7% | Reduced |
| McDonald Partners LLC | 310 | $42.5K | 0.01% | +310 | New |
| Sarver Vrooman Wealth Advisors | 327 | $43.3K | 0.03% | −11−3.3% | Reduced |
| High Point Wealth Management, LLC | 322 | $44.1K | 0.04% | +1+0.3% | Added |
| Uniplan Investment Counsel, Inc. | 329 | $45.2K | 0.00% | +329 | New |
| Rexford Capital Inc | 330 | $45.3K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $45.8K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 340 | $46.7K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 365 | $50.1K | 0.01% | +365 | New |
| Park Place Capital Corp | 376 | $51.6K | 0.01% | +18+5.0% | Added |
| Vanguard National Trust Co | 385 | $52.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 395 | $54.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $54.9K | 0.00% | −230−36.5% | Reduced |
| Longview Financial Advisors LLC | 426 | $58.5K | 0.03% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 440 | $60.4K | 0.02% | +440 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 444 | $60.9K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 459 | $63.0K | 0.00% | +28+6.5% | Added |