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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 1,037 | $142.3K | 0.07% | +66+6.8% | Added |
| Bryn Mawr Trust Co | 1,021 | $140.1K | 0.00% | −300−22.7% | Reduced |
| Basecamp Wealth Advisors LLC | 1,020 | $140.0K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,001 | $139.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 989 | $135.7K | 0.01% | +39+4.1% | Added |
| Leonteq Securities AG | 975 | $133.8K | 0.01% | −1,374−58.5% | Reduced |
| Loomis Sayles & Co L P | 895 | $122.8K | 0.00% | −202−18.4% | Reduced |
| 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 |
| Bay Harbor Wealth Management, LLC | 860 | $118.2K | 0.03% | +2+0.2% | Added |
| Federated Hermes, Inc. | 851 | $116.8K | 0.00% | −3,915−82.1% | Reduced |
| CVA Family Office, LLC | 834 | $114.4K | 0.01% | +35+4.4% | Added |
| Adirondack Trust Co | 815 | $111.8K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 784 | $107.5K | 0.01% | −1,365−63.5% | Reduced |
| Rothschild Investment LLC | 764 | $104.8K | 0.00% | +58+8.2% | Added |
| REAP Financial Group, LLC | 733 | $100.6K | 0.02% | +9+1.2% | Added |
| General Partner, Inc. | 718 | $98.5K | 0.05% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 711 | $98.1K | 0.00% | −140−16.5% | Reduced |
| CNB Bank | 710 | $97.4K | 0.04% | −103−12.7% | Reduced |
| Harvest Fund Management Co., Ltd | 687 | $94.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 656 | $90.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 653 | $89.6K | 0.02% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 652 | $89.4K | 0.04% | +652 | New |
| Keating Financial Advisory Services, Inc. | 645 | $88.5K | 0.01% | +31+5.0% | Added |
| Peoples Financial Services Corp. | 638 | $87.5K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 635 | $87.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 616 | $84.5K | 0.01% | +616 | New |
| Cromwell Holdings LLC | 601 | $82.6K | 0.04% | +17+2.9% | Added |
| Private Trust Co NA | 594 | $81.5K | 0.01% | −153−20.5% | Reduced |
| StrongBox Wealth, LLC | 570 | $78.2K | 0.02% | +570 | New |
| Buck Wealth Strategies, LLC | 565 | $77.5K | 0.01% | +565 | New |
| Steigerwald, Gordon & Koch Inc. | 563 | $77.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 588 | $74.5K | 0.01% | −3−0.5% | Reduced |
| Compass Financial Management LLC | 535 | $72.7K | 0.01% | +535 | New |
| Grove Bank & Trust | 526 | $72.2K | 0.01% | −291−35.6% | Reduced |
| Onefund, LLC | 519 | $71.2K | 0.04% | −15−2.8% | Reduced |
| AdvisorNet Financial, Inc | 507 | $69.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 506 | $69.5K | 0.00% | +336+197.6% | Added |
| Signature Equity Partners, LLC | 501 | $68.8K | 0.03% | +48+10.6% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $68.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 494 | $65.5K | 0.00% | +237+92.2% | Added |
| Capital Advisors, Ltd. LLC | 468 | $64.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 465 | $63.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 460 | $63.0K | 0.04% | −103−18.3% | Reduced |
| Massmutual Trust Co FSB | 459 | $63.0K | 0.00% | +28+6.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 444 | $60.9K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 440 | $60.4K | 0.02% | +440 | New |
| Longview Financial Advisors LLC | 426 | $58.5K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $54.9K | 0.00% | −230−36.5% | Reduced |
| Salem Investment Counselors Inc | 395 | $54.3K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 385 | $52.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 376 | $51.6K | 0.01% | +18+5.0% | Added |
| Wall Street Access Asset Management, LLC | 365 | $50.1K | 0.01% | +365 | New |
| Beacon Financial Strategies CORP | 340 | $46.7K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $45.8K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 330 | $45.3K | 0.03% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 329 | $45.2K | 0.00% | +329 | New |
| High Point Wealth Management, LLC | 322 | $44.1K | 0.04% | +1+0.3% | Added |
| Sarver Vrooman Wealth Advisors | 327 | $43.3K | 0.03% | −11−3.3% | Reduced |
| McDonald Partners LLC | 310 | $42.5K | 0.01% | +310 | New |
| Rossby Financial, LCC | 302 | $41.4K | 0.01% | −15−4.7% | Reduced |
| Sfam, LLC | 300 | $41.2K | 0.03% | −100−25.0% | Reduced |
| Atlantic Union Bankshares Corp | 300 | $41.2K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 283 | $38.8K | 0.03% | −2,256−88.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 275 | $37.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 287 | $37.7K | 0.00% | +7+2.5% | Added |
| HHM Wealth Advisors, LLC | 274 | $37.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 271 | $37.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 269 | $36.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 268 | $36.8K | 0.00% | +2+0.8% | Added |
| Rachor Investment Advisory Services, LLC | 267 | $36.6K | 0.02% | +1+0.4% | Added |
| Silver Grove Financial Group, Inc. | 266 | $36.5K | 0.02% | +266 | New |
| Newbridge Financial Services Group, Inc. | 250 | $34.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $34.3K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 249 | $34.2K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 248 | $34.0K | 0.01% | −54−17.9% | Reduced |
| Action Point Financial Planning, LLC | 249 | $33.8K | 0.00% | +249 | New |
| Security National Bank | 243 | $33.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 236 | $32.4K | 0.01% | +10+4.4% | Added |
| LRI Investments, LLC | 233 | $32.0K | 0.00% | −497−68.1% | Reduced |
| Fortitude Family Office, LLC | 232 | $31.8K | 0.01% | −15−6.1% | Reduced |
| Synergy Investment Management, LLC | 230 | $31.3K | 0.01% | +90+64.3% | Added |
| Quarry LP | 227 | $31.1K | 0.00% | +107+89.2% | Added |
| Hager Investment Management Services, LLC | 225 | $30.9K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 218 | $29.9K | 0.00% | −12−5.2% | Reduced |
| 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 |
| Caitlin John, LLC | 205 | $28.1K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $27.4K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 199 | $27.3K | 0.02% | +72+56.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 193 | $26.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $25.0K | 0.00% | −4−2.2% | Reduced |
| Lloyd Advisory Services, LLC. | 180 | $24.7K | 0.01% | +161+847.4% | Added |
| WPG Advisers, LLC | 173 | $23.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 171 | $23.5K | 0.00% | +171 | New |
| 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 |
| TSFG, LLC | 159 | $22.0K | 0.00% | +13+8.9% | Added |
| Valued Wealth Advisors LLC | 160 | $22.0K | 0.01% | +17+11.9% | Added |