PULTEGROUP INC/MI/ (PHM) — Institutional Holders, Q2 2026 (page 9)
1,047 institutional investment managers reported a PHM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $24.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 801 to 900. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PHM 13F holders ranked 801–900 of 1,047
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | Essential Partners#801 · 1,037 sh | 1,037 | $142.3K | — | +6.8% |
| 802 | Wilmington Savings Fund Society, FSB#802 · 1,021 sh | 1,021 | $140.1K | — | -22.7% |
| 803 | Basecamp Wealth Advisors#803 · 1,020 sh | 1,020 | $140.0K | 0.03% | 0.0% |
| 804 | HAZLETT, BURT & WATSON#804 · 1,001 sh | 1,001 | $139.0K | 0.04% | 0.0% |
| 805 | Leonteq Securities AG#805 · 975 sh | 975 | $133.8K | <0.01% | -58.5% |
| 806 | LOOMIS SAYLES & L P#806 · 895 sh | 895 | $122.8K | <0.01% | -18.4% |
| 807 | LOS ANGELES CAPITAL MANAGEMENT#807 · 867 sh | 867 | $119.0K | <0.01% | -25.3% |
| 808 | Deseret Mutual Benefit Administrators#808 · 867 sh | 867 | $119.0K | 0.04% | -7.0% |
| 809 | Bay Harbor Wealth Management#809 · 860 sh | 860 | $118.2K | 0.03% | +0.2% |
| 810 | FEDERATED HERMES#810 · 851 sh | 851 | $116.8K | <0.01% | -82.1% |
| 811 | CVA Family Office#811 · 834 sh | 834 | $114.4K | 0.01% | +4.4% |
| 812 | ADIRONDACK#812 · 815 sh | 815 | $111.8K | — | 0.0% |
| 813 | Colonial / SC#813 · 784 sh | 784 | $107.5K | 0.01% | -63.5% |
| 814 | ROTHSCHILD INVESTMENT#814 · 764 sh | 764 | $104.8K | <0.01% | +8.2% |
| 815 | REAP Financial Group#815 · 733 sh | 733 | $100.6K | 0.02% | +1.2% |
| 816 | General Partner#816 · 718 sh | 718 | $98.5K | — | 0.0% |
| 817 | Raiffeisen Bank International AG#817 · 711 sh | 711 | $98.1K | <0.01% | -16.5% |
| 818 | CNB Bank#818 · 710 sh | 710 | $97.4K | 0.04% | -12.7% |
| 819 | Harvest Fund Management , Ltd#819 · 687 sh | 687 | $94.0K | <0.01% | 0.0% |
| 820 | Cassaday & Wealth Management#820 · 656 sh | 656 | $90.0K | — | 0.0% |
| 821 | Measured Wealth Private Client Group#821 · 653 sh | 653 | $89.6K | 0.02% | 0.0% |
| 822 | TOUNJIAN ADVISORY PARTNERS#822 · 652 sh | 652 | $89.4K | 0.04% | New |
| 823 | Keating Financial Advisory Services#823 · 645 sh | 645 | $88.5K | 0.01% | +5.0% |
| 824 | PEOPLES FINANCIAL SERVICES#824 · 638 sh | 638 | $87.5K | — | 0.0% |
| 825 | Johnson Financial Group#825 · 635 sh | 635 | $87.3K | <0.01% | 0.0% |
| 826 | Continuum Advisory#826 · 616 sh | 616 | $84.5K | <0.01% | New |
| 827 | Cromwell#827 · 601 sh | 601 | $82.6K | 0.04% | +2.9% |
| 828 | PRIVATE NA#828 · 594 sh | 594 | $81.5K | — | -20.5% |
| 829 | StrongBox Wealth#829 · 570 sh | 570 | $78.2K | 0.02% | New |
| 830 | Buck Wealth Strategies#830 · 565 sh | 565 | $77.5K | <0.01% | New |
| 831 | Steigerwald, Gordon & Koch#831 · 563 sh | 563 | $77.3K | <0.01% | 0.0% |
| 832 | Cornerstone Planning Group#832 · 588 sh | 588 | $74.5K | — | -0.5% |
| 833 | COMPASS FINANCIAL MANAGEMENT#833 · 535 sh | 535 | $72.7K | <0.01% | — |
| 834 | Grove Bank#834 · 526 sh | 526 | $72.2K | — | -35.6% |
| 835 | ONEFUND#835 · 519 sh | 519 | $71.2K | 0.04% | -2.8% |
| 836 | AdvisorNet Financial#836 · 507 sh | 507 | $69.5K | — | 0.0% |
| 837 | First Command Advisory Services#837 · 506 sh | 506 | $69.5K | <0.01% | +197.6% |
| 838 | Signature Equity Partners#838 · 501 sh | 501 | $68.8K | 0.03% | +10.6% |
| 839 | Plante Moran Financial Advisors#839 · 500 sh | 500 | $68.6K | <0.01% | 0.0% |
| 840 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#840 · 494 sh | 494 | $65.5K | <0.01% | +92.2% |
| 841 | Capital Advisors, Ltd.#841 · 468 sh | 468 | $64.0K | <0.01% | 0.0% |
| 842 | Oakworth Capital#842 · 465 sh | 465 | $63.8K | — | 0.0% |
| 843 | Covestor Ltd#843 · 460 sh | 460 | $63.0K | 0.04% | -18.3% |
| 844 | MassMutual Private Wealth & , FSB#844 · 459 sh | 459 | $63.0K | — | +6.5% |
| 845 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#845 · 444 sh | 444 | $60.9K | — | 0.0% |
| 846 | Longview Financial Advisors#846 · 426 sh | 426 | $58.5K | 0.03% | 0.0% |
| 847 | Ancora Advisors#847 · 400 sh | 400 | $54.9K | <0.01% | -36.5% |
| 848 | SALEM INVESTMENT COUNSELORS#848 · 395 sh | 395 | $54.3K | — | 0.0% |
| 849 | Vanguard National#849 · 385 sh | 385 | $52.8K | <0.01% | 0.0% |
| 850 | Park Place Capital#850 · 376 sh | 376 | $51.6K | <0.01% | +5.0% |
| 851 | KELLEHER FINANCIAL ADVISORS#851 · 365 sh | 365 | $50.1K | <0.01% | New |
| 852 | Beacon Financial Strategies#852 · 340 sh | 340 | $46.7K | — | 0.0% |
| 853 | DT Investment Partners#853 · 334 sh | 334 | $45.8K | — | 0.0% |
| 854 | REXFORD CAPITAL#854 · 330 sh | 330 | $45.3K | 0.03% | 0.0% |
| 855 | Uniplan Investment Counsel#855 · 329 sh | 329 | $45.2K | <0.01% | New |
| 856 | High Point Wealth Management#856 · 322 sh | 322 | $44.1K | 0.04% | +0.3% |
| 857 | Sarver Vrooman Wealth Advisors#857 · 327 sh | 327 | $43.3K | — | -3.3% |
| 858 | MCDONALD PARTNERS#858 · 310 sh | 310 | $42.5K | 0.01% | New |
| 859 | Rossby Financial, LCC#859 · 302 sh | 302 | $41.4K | <0.01% | -4.7% |
| 860 | SFAM#860 · 300 sh | 300 | $41.2K | 0.03% | -25.0% |
| 861 | Union Bankshares#861 · 300 sh | 300 | $41.2K | <0.01% | 0.0% |
| 862 | Oakmont Advisory Group#862 · 283 sh | 283 | $38.8K | 0.03% | -88.9% |
| 863 | Strategic Wealth Partners, Ltd.#863 · 275 sh | 275 | $37.7K | <0.01% | 0.0% |
| 864 | WHITTIER#864 · 287 sh | 287 | $37.7K | <0.01% | +2.5% |
| 865 | HHM Wealth Advisors#865 · 274 sh | 274 | $37.6K | <0.01% | 0.0% |
| 866 | Private Wealth Management Group#866 · 271 sh | 271 | $37.2K | — | 0.0% |
| 867 | WealthCollab#867 · 269 sh | 269 | $36.9K | 0.01% | 0.0% |
| 868 | JFS WEALTH ADVISORS#868 · 268 sh | 268 | $36.8K | <0.01% | +0.8% |
| 869 | Rachor Investment Advisory Services#869 · 267 sh | 267 | $36.6K | 0.02% | +0.4% |
| 870 | Silver Grove Financial Group#870 · 266 sh | 266 | $36.5K | 0.02% | New |
| 871 | Newbridge Financial Services Group#871 · 250 sh | 250 | $34.3K | — | 0.0% |
| 872 | Financial Perspectives#872 · 250 sh | 250 | $34.3K | <0.01% | 0.0% |
| 873 | United Financial Planning Group#873 · 249 sh | 249 | $34.2K | 0.02% | 0.0% |
| 874 | True Wealth Design#874 · 248 sh | 248 | $34.0K | — | -17.9% |
| 875 | ACTION POINT FINANCIAL PLANNING#875 · 249 sh | 249 | $33.8K | <0.01% | New |
| 876 | Security National Bank#876 · 243 sh | 243 | $33.3K | — | 0.0% |
| 877 | Owl Creek Wealth Partners#877 · 236 sh | 236 | $32.4K | — | +4.4% |
| 878 | LRI Investments#878 · 233 sh | 233 | $32.0K | <0.01% | -68.1% |
| 879 | Fortitude Family Office#879 · 232 sh | 232 | $31.8K | — | -6.1% |
| 880 | Synergy Investment Management#880 · 230 sh | 230 | $31.3K | <0.01% | +64.3% |
| 881 | Quarry#881 · 227 sh | 227 | $31.1K | <0.01% | +89.2% |
| 882 | HAGER INVESTMENT MANAGEMENT SERVICES#882 · 225 sh | 225 | $30.9K | 0.01% | 0.0% |
| 883 | COUNTRY BANK#883 · 218 sh | 218 | $29.9K | <0.01% | -5.2% |
| 884 | Community Bank, N.A.#884 · 210 sh | 210 | $28.8K | <0.01% | 0.0% |
| 885 | Cedar Mountain Advisors#885 · 210 sh | 210 | $28.8K | — | 0.0% |
| 886 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#886 · 210 sh | 210 | $28.8K | <0.01% | 0.0% |
| 887 | Caitlin John#887 · 205 sh | 205 | $28.1K | 0.02% | 0.0% |
| 888 | Wellington Grp#888 · 238 sh | 238 | $28.0K | <0.01% | 0.0% |
| 889 | Costello Asset Management#889 · 200 sh | 200 | $27.4K | <0.01% | 0.0% |
| 890 | ENTRUST FINANCIAL#890 · 199 sh | 199 | $27.3K | 0.02% | +56.7% |
| 891 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#891 · 193 sh | 193 | $26.5K | <0.01% | 0.0% |
| 892 | Bell Investment Advisors#892 · 182 sh | 182 | $25.0K | <0.01% | -2.2% |
| 893 | Lloyd Advisory Services#893 · 180 sh | 180 | $24.7K | <0.01% | +847.4% |
| 894 | WPG Advisers#894 · 173 sh | 173 | $23.7K | 0.01% | 0.0% |
| 895 | Colonial Advisors#895 · 171 sh | 171 | $23.5K | <0.01% | New |
| 896 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#896 · 163 sh | 163 | $22.4K | <0.01% | +10.1% |
| 897 | Washington Advisors#897 · 163 sh | 163 | $22.4K | — | +37.0% |
| 898 | TSFG#898 · 159 sh | 159 | $22.0K | — | +8.9% |
| 899 | Valued Wealth Advisors#899 · 160 sh | 160 | $22.0K | <0.01% | +11.9% |
| 900 | Evelyn Partners Group Ltd#900 · 154 sh | 154 | $21.1K | 0.00% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.