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 |
|---|---|---|---|---|---|
| Evelyn Partners Group Ltd | 154 | $21.1K | 0.00% | +154 | New |
| Torren Management, LLC | 152 | $20.8K | 0.01% | +3+2.0% | Added |
| Byrne Asset Management LLC | 150 | $20.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 139 | $19.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 138 | $18.9K | 0.00% | −146−51.4% | Reduced |
| GW&K Investment Management, LLC | 131 | $18.0K | 0.00% | −4−3.0% | 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 |
| Farmers & Merchants Investments Inc | 127 | $17.4K | 0.00% | −5−3.8% | Reduced |
| Strengthening Families & Communities, LLC | 127 | $17.4K | 0.00% | +1+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 126 | $17.4K | 0.00% | +5+4.1% | Added |
| SJS Investment Consulting Inc. | 126 | $17.3K | 0.00% | +38+43.2% | Added |
| Morse Asset Management, Inc | 125 | $17.2K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 121 | $16.6K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 120 | $16.5K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 119 | $16.3K | 0.00% | −42−26.1% | Reduced |
| Creative Financial Designs Inc | 117 | $16.1K | 0.00% | −41−25.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 113 | $15.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 112 | $15.4K | 0.00% | −38−25.3% | Reduced |
| JPL Wealth Management, LLC | 111 | $15.2K | 0.00% | −4−3.5% | Reduced |
| 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 |
| Highline Wealth Partners LLC | 108 | $14.8K | 0.00% | +80+285.7% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $14.5K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 108 | $14.0K | 0.00% | +24+28.6% | Added |
| 1015 Capital Partners, LLC | 102 | $14.0K | 0.01% | −1−1.0% | Reduced |
| Proffitt & Goodson Inc | 101 | $13.9K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 100 | $13.8K | 0.00% | +99+9,900.0% | Added |
| Financial Management Professionals, Inc. | 100 | $13.7K | 0.00% | +10+11.1% | Added |
| Manning & Napier Advisors LLC | 95 | $13.1K | 0.00% | −14−12.8% | Reduced |
| Atlantic Trust, LLC | 93 | $12.8K | 0.00% | −15−13.9% | Reduced |
| Aspect Partners, LLC | 87 | $11.9K | 0.00% | −15−14.7% | Reduced |
| PlanVest Financial, Inc | 86 | $11.7K | 0.01% | +1+1.2% | Added |
| West Paces Advisors Inc. | 83 | $11.4K | 0.00% | +83 | New |
| Cherry Tree Wealth Management, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 79 | $10.8K | 0.00% | −5−6.0% | Reduced |
| S&T Bank | 78 | $10.7K | 0.00% | +1+1.3% | Added |
| South State Corp. | 78 | $10.7K | 0.00% | +44+129.4% | Added |
| Ameriflex Group, Inc. | 77 | $10.6K | 0.00% | +71+1,183.3% | Added |
| Darwin Advisors, LLC | 76 | $10.5K | 0.00% | −86−53.1% | Reduced |
| Fourth Dimension Wealth, LLC | 74 | $10.2K | 0.00% | +74 | New |
| Ares Financial Consulting, LLC | 72 | $9.88K | 0.01% | 00.0% | Unchanged |
| 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 |
| Addison Advisors LLC | 68 | $9.33K | 0.00% | −82−54.7% | Reduced |
| Westfuller Advisors, LLC | 68 | $9.30K | 0.00% | −4−5.6% | Reduced |
| MV Capital Management, Inc. | 67 | $9.19K | 0.00% | −1−1.5% | Reduced |
| Westside Investment Management, Inc. | 67 | $9.19K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 66 | $9.06K | 0.00% | −9−12.0% | Reduced |
| Crewe Advisors LLC | 65 | $8.93K | 0.00% | +30+85.7% | Added |
| Rakuten Securities, Inc. | 63 | $8.64K | 0.00% | +3+5.0% | Added |
| IMA Wealth, Inc. | 60 | $8.25K | 0.00% | +17+39.5% | Added |
| Financial Consulate, Inc | 60 | $8.24K | 0.00% | +3+5.3% | Added |
| Hollencrest Capital Management | 60 | $8.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 59 | $8.10K | 0.00% | −14−19.2% | Reduced |
| Kerr Financial Planning Corp | 59 | $8.02K | 0.01% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 55 | $7.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $7.13K | 0.00% | +52 | New |
| Kemnay Advisory Services Inc. | 50 | $6.86K | 0.00% | −27−35.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 49 | $6.72K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $6.31K | 0.00% | +6+15.0% | Added |
| Prestige Wealth Management Group LLC | 44 | $6.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $6.04K | 0.00% | +14+46.7% | Added |
| Clear Street Markets LLC | 44 | $6.04K | 0.00% | −497−91.9% | Reduced |
| Burk Holdings LLC | 42 | $5.76K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 42 | $5.76K | 0.00% | +42 | New |
| ZRC Wealth Management, LLC | 41 | $5.63K | 0.00% | +21+105.0% | Added |
| Gleason Group, Inc. | 40 | $5.51K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $5.49K | 0.00% | −18−31.0% | Reduced |
| Nemes Rush Group LLC | 40 | $5.49K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 41 | $5.40K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 37 | $5.08K | 0.00% | −138−78.9% | Reduced |
| Ogorek Anthony Joseph | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 36 | $4.94K | 0.00% | +11+44.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 34 | $4.67K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 32 | $4.39K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 32 | $4.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26 | $3.57K | 0.00% | −368−93.4% | Reduced |
| Hughes Financial Services, LLC | 26 | $3.57K | 0.00% | +8+44.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.43K | 0.00% | −70−73.7% | Reduced |
| Gilpin Wealth Management, LLC | 25 | $3.43K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 24 | $3.30K | 0.00% | −3−11.1% | Reduced |
| SHP Wealth Management | 24 | $3.29K | 0.00% | −3−11.1% | Reduced |
| Allied Private Wealth LLC | 25 | $3.09K | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 22 | $3.02K | 0.00% | −61−73.5% | Reduced |
| Armstrong Advisory Group, Inc | 22 | $3.02K | 0.00% | −41−65.1% | Reduced |
| GHP Investment Advisors, Inc. | 22 | $3.02K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 22 | $3.02K | 0.01% | −3,740−99.4% | Reduced |
| Asset Dedication, LLC | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $2.88K | 0.00% | +10+90.9% | Added |
| Principia Wealth Advisory, LLC | 21 | $2.88K | 0.00% | −1−4.5% | Reduced |
| McMillan Office, Inc. | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 19 | $2.61K | 0.00% | −1−5.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 22 | $2.59K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 18 | $2.47K | 0.02% | −17−48.6% | Reduced |
| Kilter Group LLC | 18 | $2.47K | 0.00% | +1+5.9% | Added |