carbonthatcarbonthat
← Every company

Who Owns Pultegroup Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Pultegroup Inc.

Who crossed 5% of PHM →
Managers holding
31
as of 2026-09-30
Reported value
$20.1M
summed across filings
Shares held
174.3K
Added vs trimmed
15 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Mn Services Vermogensbeheer B.V.COM56.5K shheld$6.6M
Dorato Capital ManagementCOM23.4K shadded$2.6M
Strong Retirement Solutions LLCCOM10.4K shadded$1.2M
Greenfield Savings BankCOM9K shadded$1M
Farther Finance Advisors, LLCStock8.6K shadded$1M
Athena Wealth Management, LLCCOM7.1K shadded$827.5K
Everhart Financial Group, Inc.COM6.7K shadded$781.4K
CoreCap Advisors, LLCStock6.7K shtrimmed$780.4K
JUNCTURE WEALTH STRATEGIES, LLCCOM6K shadded$700.8K
GAMMA Investing LLCCommon Stock5.8K shadded$667.8K
Monument Capital ManagementCOM5.3K shadded$617.4K
Wedmont Private CapitalCOM4.7K shadded$529.6K
Cooper Financial GroupCOM4.1K shadded$480.9K
M.E. ALLISON & CO., INC.COM4.1K shheld$472.8K
Nautilus Advisors LLCCOM3.2K shheld$370.8K
EASTERN BANKCOM3.1K shtrimmed$364.8K
Apella Capital, LLCCOM2.8K shadded$313.9K
RIVERSEDGE ADVISORS, LLCCOM2.6K shtrimmed$304.5K
ATWOOD & PALMER INCCOM2.1K shadded$247K
General Partner, Inc.CL718 shheld$83.3K
Grove Bank & TrustCOM526 shheld$61K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock407 shtrimmed$47.2K
Byrne Asset Management LLCCOM150 shheld$17.5K
ELEVATION WEALTH PARTNERS, LLCCOM42 shadded$4.9K
Marquette Asset Management, LLCCOM32 shadded$3.7K
GILPIN WEALTH MANAGEMENT, LLCCOM25 shheld$2.9K
GK Wealth Management LLCCOM23 sh—$2.6K
TOTH FINANCIAL ADVISORY CORPCOM10 sh—$1.2K
Davis Capital ManagementStock9 shtrimmed$1K
Retirement Wealth Solutions LLCCOM5 shtrimmed$581
Wealth Enhancement Trust Services, Inc.COM4 shheld$464

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on PHM

Company overviewEverything on PHM in one place, with the price.SEC filingsWhat PHM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat PHM's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold PHM, and how big a bet.Workplace safetyWhat OSHA found at PHM's sites.

Follow Pultegroup Inc (PHM) by email

New trades in Pultegroup Inc (PHM) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.