# PULTE GROUP INC (PHM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/PHM/

- Reporting holders: 35
- Reported value: $14.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $2.6M | 23,389 | 1.7% | 4 |
| [Strong Retirement Solutions LLC](https://holderbook.com/funds/2111795-strong-retirement-solutions-llc/) | $1.2M | 10,355 | 0.7% | 4 |
| [Greenfield Savings Bank](https://holderbook.com/funds/1940406-greenfield-savings-bank/) | $1.0M | 9,019 | 0.4% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 8,623 | 0.0% | 16 |
| [Athena Wealth Management, LLC](https://holderbook.com/funds/2128243-athena-wealth-management-llc/) | $827.5K | 7,130 | 0.6% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $781.4K | 6,733 | 0.0% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $780.4K | 6,724 | 0.0% | 9 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $700.8K | 6,038 | 0.2% | 12 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $667.8K | 5,754 | 0.0% | 12 |
| [Monument Capital Management](https://holderbook.com/funds/1729428-monument-capital-management/) | $617.4K | 5,320 | 0.1% | 25 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $529.6K | 4,665 | 0.0% | 12 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $480.9K | 4,144 | 0.0% | 10 |
| [M.E. ALLISON & CO., INC.](https://holderbook.com/funds/1619532-m-e-allison-co-inc/) | $472.8K | 4,074 | 0.3% | 8 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $454.1K | 3,913 | 0.0% | 32 |
| [Nautilus Advisors LLC](https://holderbook.com/funds/2083253-nautilus-advisors-llc/) | $370.8K | 3,195 | 0.2% | 8 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $364.8K | 3,143 | 0.0% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $313.9K | 2,794 | 0.0% | 7 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $304.5K | 2,624 | 0.0% | 5 |
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $247.0K | 2,128 | 0.0% | 6 |
| [General Partner, Inc.](https://holderbook.com/funds/1800508-general-partner-inc/) | $83.3K | 718 | 0.0% | 16 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $75.2K | 648 | 0.1% | 1 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $61.0K | 526 | 0.0% | 16 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $47.2K | 407 | 0.0% | 23 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $38.0K | 327 | 0.0% | 7 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $17.5K | 150 | 0.0% | 20 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 35 | $14.1M |
| Q2 2026 | 1,050 | $26.6B |
| Q1 2026 | 1,041 | $21.1B |
| Q4 2025 | 1,042 | $21.4B |
| Q3 2025 | 993 | $24.6B |
| Q2 2025 | 954 | $19.9B |
| Q1 2025 | 963 | $19.4B |
| Q4 2024 | 991 | $21.0B |
| Q3 2024 | 1,013 | $28.0B |
| Q2 2024 | 946 | $21.2B |
| Q1 2024 | 914 | $24.4B |
| Q4 2023 | 881 | $21.1B |