PULTE GROUP INC (PHM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dorato Capital Management | $2.6M | 23,389 | 1.75% | 4q | +4.1%+$104.4K |
| Strong Retirement Solutions LLC | $1.2M | 10,355 | 0.68% | 4q | +7.0%+$78.5K |
| Greenfield Savings Bank | $1.0M | 9,019 | 0.40% | 14q | +1.3%+$13.8K |
| Farther Finance Advisors, LLC | $1.0M | 8,623 | 0.01% | 16q | +2.3%+$22.9K |
| Athena Wealth Management, LLC | $827.5K | 7,130 | 0.59% | 4q | +1.4%+$11.6K |
| Everhart Financial Group, Inc. | $781.4K | 6,733 | 0.05% | 14q | +6.9%+$50.4K |
| CoreCap Advisors, LLC | $780.4K | 6,724 | 0.02% | 9q | -8.8%-$75.2K |
| JUNCTURE WEALTH STRATEGIES, LLC | $700.8K | 6,038 | 0.18% | 12q | +1.3%+$8.9K |
| GAMMA Investing LLC | $667.8K | 5,754 | 0.02% | 12q | +27.7%+$145.0K |
| Monument Capital Management | $617.4K | 5,320 | 0.13% | 25q | HELD |
| Wedmont Private Capital | $529.6K | 4,665 | 0.01% | 12q | +19.5%+$86.4K |
| Cooper Financial Group | $480.9K | 4,144 | 0.04% | 10q | +2.2%+$10.3K |
| M.E. ALLISON & CO., INC. | $472.8K | 4,074 | 0.27% | 8q | HELD |
| Versant Capital Management, Inc | $454.1K | 3,913 | 0.04% | 32q | -5.5%-$26.2K |
| Nautilus Advisors LLC | $370.8K | 3,195 | 0.22% | 8q | HELD |
| EASTERN BANK | $364.8K | 3,143 | 0.01% | 12q | -52.4%-$401.9K |
| Apella Capital, LLC | $313.9K | 2,794 | 0.00% | 7q | +25.4%+$63.6K |
| RIVERSEDGE ADVISORS, LLC | $304.5K | 2,624 | 0.04% | 5q | -1.3%-$3.9K |
| ATWOOD & PALMER INC | $247.0K | 2,128 | 0.01% | 6q | +2593.7%+$237.8K |
| General Partner, Inc. | $83.3K | 718 | 0.04% | 16q | HELD |
| Miller Global Investments, LLC | $75.2K | 648 | 0.06% | new | NEW |
| Grove Bank & Trust | $61.0K | 526 | 0.01% | 16q | HELD |
| MassMutual Private Wealth & Trust, FSB | $47.2K | 407 | 0.00% | 23q | -11.3%-$6.0K |
| Sarver Vrooman Wealth Advisors | $38.0K | 327 | 0.02% | 7q | HELD |
| Byrne Asset Management LLC | $17.5K | 150 | 0.01% | 20q | HELD |
| Mn Services Vermogensbeheer B.V. | $6.6K | 56,456 | 0.05% | 22q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $4.9K | 42 | 0.00% | 3q | +2.4% |
| Marquette Asset Management, LLC | $3.7K | 32 | 0.00% | 2q | +220.0%+$2.6K |
| GILPIN WEALTH MANAGEMENT, LLC | $2.9K | 25 | 0.00% | 4q | HELD |
| GK Wealth Management LLC | $2.6K | 23 | 0.00% | new | NEW |
| Planning Strategies Inc. | $1.4K | 12 | 0.00% | 2q | +20.0% |
| TOTH FINANCIAL ADVISORY CORP | $1.2K | 10 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $1.2K | 10 | 0.00% | new | NEW |
| Davis Capital Management | $1.0K | 9 | 0.00% | 5q | -10.0% |
| Retirement Wealth Solutions LLC | $581 | 5 | 0.00% | 3q | -70.6%-$1.4K |
| Wealth Enhancement Trust Services, Inc. | $464 | 4 | 0.00% | 4q | -99.8%-$189.9K |
| CX Institutional | $414 | 3,564 | 0.01% | 12q | -3.6% |
| Polaris Financial Partners | $81 | 694 | 0.04% | new | FIRST |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-27 | Koart Matthew William | Exec. VP & COO | Sold | 7,457 | $894.8K |
| 2026-05-08 | Snyder Lila | Director | Sold | 3,339 | $391.3K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 35 | $14.1M | 122,713 | 4 | 15 | 8 | 0.0% |
| Q2 2026 | 1,050 | $26.6B | 191,766,248 | 111 | 342 | 378 | 1.3% |
| Q1 2026 | 1,041 | $21.1B | 177,706,125 | 92 | 362 | 362 | 1.1% |
| Q4 2025 | 1,042 | $21.4B | 179,865,640 | 102 | 335 | 351 | 1.6% |
| Q3 2025 | 993 | $24.6B | 182,876,395 | 125 | 328 | 324 | 1.9% |
| Q2 2025 | 954 | $19.9B | 185,687,560 | 94 | 314 | 361 | 1.7% |
| Q1 2025 | 963 | $19.4B | 185,595,613 | 102 | 306 | 361 | 1.7% |
| Q4 2024 | 991 | $21.0B | 186,827,451 | 71 | 318 | 356 | 2.9% |
| Q3 2024 | 1,013 | $28.0B | 189,035,682 | 146 | 323 | 376 | 3.1% |
| Q2 2024 | 946 | $21.2B | 187,369,429 | 115 | 333 | 326 | 2.5% |
| Q1 2024 | 914 | $24.4B | 196,330,180 | 113 | 286 | 346 | 3.1% |
| Q4 2023 | 881 | $21.1B | 194,618,487 | 139 | 233 | 334 | 4.6% |
| Q3 2023 | 771 | $16.0B | 204,172,885 | 89 | 260 | 258 | 5.8% |
| Q2 2023 | 772 | $16.5B | 201,507,275 | 116 | 227 | 286 | 5.4% |
| Q1 2023 | 699 | $12.4B | 206,617,851 | 108 | 211 | 251 | 2.8% |
| Q4 2022 | 655 | $10.5B | 226,258,678 | 77 | 187 | 257 | 1.6% |
| Q3 2022 | 636 | $7.9B | 206,983,006 | 60 | 172 | 274 | 1.6% |
| Q2 2022 | 630 | $8.5B | 208,609,760 | 62 | 213 | 240 | 2.3% |
| Q1 2022 | 655 | $9.1B | 211,115,391 | 70 | 205 | 243 | 2.8% |
| Q4 2021 | 710 | $12.8B | 219,273,637 | 92 | 201 | 254 | 2.1% |
| Q3 2021 | 647 | $10.3B | 220,029,578 | 51 | 195 | 244 | 2.1% |
| Q2 2021 | 683 | $12.8B | 228,557,057 | 67 | 226 | 242 | 2.8% |
| Q1 2021 | 684 | $12.3B | 228,408,794 | 100 | 214 | 236 | 2.6% |
| Q4 2020 | 654 | $10.3B | 232,033,975 | 79 | 215 | 218 | 2.1% |
| Q3 2020 | 625 | $10.9B | 232,259,428 | 89 | 196 | 222 | 1.3% |
| Q2 2020 | 581 | $8.1B | 234,379,418 | 99 | 179 | 230 | 1.6% |
| Q1 2020 | 550 | $5.4B | 236,533,869 | 62 | 162 | 236 | 1.4% |
| Q4 2019 | 611 | $10.0B | 252,537,047 | 73 | 187 | 218 | 1.8% |
| Q3 2019 | 569 | $8.8B | 237,485,389 | 55 | 172 | 215 | 1.8% |
| Q2 2019 | 570 | $7.8B | 241,524,498 | 83 | 166 | 207 | 2.1% |
| Q1 2019 | 555 | $6.8B | 237,635,026 | 68 | 150 | 223 | 1.8% |
| Q4 2018 | 535 | $6.6B | 248,082,907 | 9 | 6 | 15 | 2.6% |