Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

PULTE GROUP INC · COM · quarter ended 2026-03-31 · 6 members disclosed PHM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 763 holders are listed, largest first: 763
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $16.7B
holders whose share count rose or who opened the position (new + add), by shares: 373
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 105

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of PHM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.3B	19,256,894	+79,582	ADD
2	FRANKLIN RESOURCES INC	$1.8B	14,978,904	+1,423,600	ADD
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	12,506,660	—	NO PRIOR
4	STATE STREET CORP	$1.0B	8,886,057	−229,065	TRIM
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$962M	8,178,323	—	NO PRIOR
6	FMR LLC	$632M	5,377,447	−1,183,590	TRIM
7	FIRST TRUST ADVISORS LP	$507M	4,314,501	+313,581	ADD
8	DIMENSIONAL FUND ADVISORS LP	$370M	3,146,857	+26,790	ADD
9	MORGAN STANLEY	$343M	2,917,809	+201,150	ADD
10	Invesco Ltd.	$284M	2,418,825	+161,614	ADD
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$264M	2,247,863	−92,355	TRIM
12	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$264M	2,245,245	+257,809	ADD
13	NORTHERN TRUST CORP	$234M	1,991,935	−34,513	TRIM
14	BANK OF AMERICA CORP /DE/	$231M	1,963,175	+80,352	ADD
15	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$182M	1,549,730	−171,497	TRIM
16	AMERICAN CENTURY COMPANIES INC	$175M	1,488,935	−37,158	TRIM
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$170M	1,449,117	+24,025	ADD
18	Legal & General Group Plc	$170M	1,446,589	+35,779	ADD
19	DEUTSCHE BANK AG\	$169M	1,438,871	−219,667	TRIM
20	Amundi	$169M	1,438,508	+319,617	ADD
21	Nuveen, LLC	$166M	1,409,647	+146,038	ADD
22	VANGUARD FIDUCIARY TRUST CO	$127M	1,081,029	—	NO PRIOR
23	UBS Group AG	$126M	1,069,670	+303,564	ADD
24	PUBLIC SECTOR PENSION INVESTMENT BOARD	$110M	936,144	+5,522	ADD
25	BARCLAYS PLC	$107M	913,931	+211,304	ADD
26	VICTORY CAPITAL MANAGEMENT INC	$103M	875,145	−678,961	TRIM
27	HSBC HOLDINGS PLC	$82.9M	706,836	−617,398	TRIM
28	AustralianSuper Pty Ltd	$82.2M	698,854	+26,183	ADD
29	NORDEA INVESTMENT MANAGEMENT AB	$79.6M	689,235	+116,170	ADD
30	MENORA MIVTACHIM HOLDINGS LTD.	$78.4M	666,200	+666,200	NEW
31	Quantinno Capital Management LP	$76.4M	650,025	+16,344	ADD
32	BALYASNY ASSET MANAGEMENT L.P.	$72.2M	613,670	+610,753	ADD
33	Swiss National Bank	$67.3M	572,100	+31,500	ADD
34	Swedbank AB	$66.2M	562,594	−8,536	TRIM
35	RAYMOND JAMES FINANCIAL INC	$65.9M	560,179	+71,699	ADD
36	Zurcher Kantonalbank (Zurich Cantonalbank)	$65.8M	559,396	+559,396	NEW
37	Vest Financial, LLC	$60.4M	513,876	+48,706	ADD
38	ASSETMARK, INC	$58.8M	499,780	−133,540	TRIM
39	ROYAL BANK OF CANADA	$58.3M	496,098	+94,150	ADD
40	MILFORD FUNDS LTD	$57.7M	490,308	+490,308	NEW
41	CANADA PENSION PLAN INVESTMENT BOARD	$57.2M	486,629	+172,665	ADD
42	National Pension Service	$57.2M	486,171	+486,171	NEW
43	Pictet Asset Management Holding SA	$57.1M	485,465	−47,317	TRIM
44	EFG International AG	$57.0M	483,969	−34,374	TRIM
45	Allspring Global Investments Holdings, LLC	$55.4M	473,295	+30,051	ADD
46	CITIGROUP INC	$53.8M	457,837	+69,795	ADD
47	Mitsubishi UFJ Asset Management Co., Ltd.	$52.3M	444,909	+21,202	ADD
48	WELLS FARGO & COMPANY/MN	$52.0M	442,465	−113,639	TRIM
49	Squarepoint Ops LLC	$51.3M	436,091	+283,636	ADD
50	Vanguard Global Advisers, LLC	$50.9M	432,434	—	NO PRIOR
51	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$49.5M	420,701	+16,536	ADD
52	HOMESTEAD ADVISERS CORP	$48.6M	415,194	−4,700	TRIM
53	RHUMBLINE ADVISERS	$43.5M	370,068	−8,883	TRIM
54	VANGUARD ASSET MANAGEMENT, Ltd	$40.9M	347,534	—	NO PRIOR
55	PFA Pension, Forsikringsaktieselskab	$40.6M	344,862	+344,862	NEW
56	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$40.3M	342,547	+45,411	ADD
57	BNP Paribas Asset Management Holding S.A.	$40.1M	341,318	+290,173	ADD
58	ENVESTNET ASSET MANAGEMENT INC	$40.1M	341,028	+52,721	ADD
59	Assenagon Asset Management S.A.	$38.8M	329,830	+226,723	ADD
60	AQR CAPITAL MANAGEMENT LLC	$37.6M	323,732	−31,014	TRIM
61	CLOUGH CAPITAL PARTNERS L P	$37.4M	318,349	+33,515	ADD
62	PRINCIPAL FINANCIAL GROUP INC	$36.9M	313,431	−1,331	TRIM
63	Junto Capital Management LP	$36.0M	306,314	+306,314	NEW
64	Allianz Asset Management GmbH	$34.7M	295,161	−32,638	TRIM
65	Schonfeld Strategic Advisors LLC	$33.6M	285,432	+285,432	NEW
66	Rafferty Asset Management, LLC	$33.6M	285,301	−49,246	TRIM
67	MERCER GLOBAL ADVISORS INC /ADV	$30.9M	262,643	−416	TRIM
68	EDMOND DE ROTHSCHILD HOLDING S.A.	$30.6M	260,000	−5,000	TRIM
69	SEIZERT CAPITAL PARTNERS, LLC	$29.7M	252,163	+252,163	NEW
70	Vontobel Holding Ltd.	$29.5M	251,214	+57,356	ADD
71	Grantham, Mayo, Van Otterloo & Co. LLC	$29.1M	247,631	+29,630	ADD
72	ALLIANCEBERNSTEIN L.P.	$28.3M	241,299	+832	ADD
73	Susquehanna Portfolio Strategies, LLC	$26.9M	229,036	−6,349	TRIM
74	LPL Financial LLC	$26.5M	224,907	−147,761	TRIM
75	Alyeska Investment Group, L.P.	$26.4M	224,459	+151,995	ADD
76	FIL Ltd	$26.3M	223,369	+153,079	ADD
77	TD ASSET MANAGEMENT INC	$25.4M	215,809	−27,123	TRIM
78	STOREBRAND ASSET MANAGEMENT AS	$25.3M	215,486	—	NO PRIOR
79	Walleye Capital LLC	$25.2M	213,909	−100,001	TRIM
80	Cumberland Partners Ltd	$25.1M	213,571	+89,968	ADD
81	RENAISSANCE TECHNOLOGIES LLC	$22.8M	194,067	+163,100	ADD
82	MILLENNIUM MANAGEMENT LLC	$22.7M	192,919	−351,264	TRIM
83	ZACKS INVESTMENT MANAGEMENT	$22.1M	187,832	−5,530	TRIM
84	Freestone Grove Partners LP	$21.4M	181,784	+181,784	NEW
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$21.2M	180,520	−12,418	TRIM
86	AVIVA PLC	$21.0M	178,788	+2,715	ADD
87	Tidal Investments LLC	$20.8M	181,911	+158,534	ADD
88	Corient Private Wealth LLC	$20.8M	177,669	−236,688	TRIM
89	Empowered Funds, LLC	$19.4M	165,199	+165,199	NEW
90	BANK OF MONTREAL /CAN/	$18.8M	160,079	−75,641	TRIM
91	Moran Wealth Management, LLC	$18.5M	157,052	−13,741	TRIM
92	STATE OF WISCONSIN INVESTMENT BOARD	$18.3M	155,474	−7,658	TRIM
93	EAGLE CAPITAL MANAGEMENT LLC	$18.2M	154,556	+21,168	ADD
94	SEI INVESTMENTS CO	$17.4M	148,329	+11,144	ADD
95	Distillate Capital Partners LLC	$16.8M	142,948	−778	TRIM
96	SCS Capital Management LLC	$16.5M	140,596	0	NO CHANGE
97	Dana Investment Advisors, Inc.	$16.4M	139,271	−21,082	TRIM
98	Eurizon Capital SGR S.p.A.	$16.4M	139,524	+15,572	ADD
99	QRG CAPITAL MANAGEMENT, INC.	$16.2M	137,962	−8,392	TRIM
100	Aptus Capital Advisors, LLC	$16.0M	135,879	−1,556	TRIM
101	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$16.0M	135,730	0	NO CHANGE
102	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$15.9M	135,597	+135,597	NEW
103	BERKSHIRE ASSET MANAGEMENT LLC/PA	$15.9M	134,957	−1,045	TRIM
104	Zurich Insurance Group Ltd/FI	$15.6M	132,727	−12,164	TRIM
105	NATIONAL BANK OF CANADA /FI/	$15.5M	131,458	−14,225	TRIM
106	MACKENZIE FINANCIAL CORP	$15.4M	130,532	−217,423	TRIM
107	JACKSON HILL ADVISORS, LLC	$14.9M	127,000	+4,500	ADD
108	Qube Research & Technologies Ltd	$14.7M	124,972	−349,282	TRIM
109	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$14.6M	124,335	0	NO CHANGE
110	D. E. Shaw & Co., Inc.	$14.2M	120,705	+102,391	ADD
111	EASTERN BANK	$13.9M	118,592	−13,850	TRIM
112	TEACHER RETIREMENT SYSTEM OF TEXAS	$13.7M	116,435	−85,470	TRIM
113	Man Group plc	$13.4M	113,840	−8,518	TRIM
114	ADAGE CAPITAL PARTNERS GP, L.L.C.	$13.2M	112,100	−53,900	TRIM
115	Cetera Investment Advisers	$12.7M	107,776	+2,523	ADD
116	WORLDQUANT MILLENNIUM ADVISORS LLC	$12.6M	107,427	−114,829	TRIM
117	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$12.5M	106,446	−48,527	TRIM
118	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$12.5M	208,778	+155,148	ADD
119	ROYAL LONDON ASSET MANAGEMENT LTD	$12.5M	106,228	0	NO CHANGE
120	SCHRODER INVESTMENT MANAGEMENT GROUP	$12.4M	108,644	−56,956	TRIM
121	NEW YORK STATE COMMON RETIREMENT FUND	$12.2M	103,623	−5,000	TRIM
122	NorthCrest Asset Manangement, LLC	$12.0M	102,211	−31,652	TRIM
123	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$12.0M	101,884	−8,313	TRIM
124	Universal- Beteiligungs- und Servicegesellschaft mbH	$11.9M	101,314	−18,349	TRIM
125	Mitsubishi UFJ Trust & Banking Corp	$11.6M	98,357	+3,347	ADD
126	Vanguard Investments Australia, Ltd.	$11.3M	96,429	—	NO PRIOR
127	Wealthfront Advisers LLC	$11.2M	95,511	−103	TRIM
128	Chevy Chase Trust Holdings, LLC	$11.1M	94,667	−4,167	TRIM
129	RITHOLTZ WEALTH MANAGEMENT	$11.1M	94,222	+2,749	ADD
130	Korea Investment CORP	$11.0M	93,245	−36,688	TRIM
131	PATTEN & PATTEN INC/TN	$10.8M	91,888	−4,709	TRIM
132	Gotham Asset Management, LLC	$10.5M	89,003	+48,460	ADD
133	Robeco Institutional Asset Management B.V.	$10.2M	86,648	−2,351	TRIM
134	Aware Super Pty Ltd as trustee of Aware Super	$10.1M	86,161	—	NO PRIOR
135	APG Asset Management N.V.	$10.1M	98,672	−4,328	TRIM
136	Focus Partners Wealth	$10.1M	85,221	+1,867	ADD
137	Sanctuary Advisors, LLC	$10.0M	84,736	+596	ADD
138	BENJAMIN EDWARDS INC	$9.8M	82,908	+7,941	ADD
139	Asset Management One Co., Ltd.	$9.5M	81,074	−2,304	TRIM
140	Cambria Investment Management, L.P.	$9.4M	80,255	+8,204	ADD
141	TRUIST FINANCIAL CORP	$9.4M	80,151	−1,672	TRIM
142	Illinois Municipal Retirement Fund	$9.4M	79,890	+2,028	ADD
143	NOMURA ASSET MANAGEMENT CO LTD	$9.2M	77,914	+178	ADD
144	STATE OF MICHIGAN RETIREMENT SYSTEM	$9.1M	77,569	−800	TRIM
145	Edgestream Partners, L.P.	$8.9M	75,545	+7,609	ADD
146	Financial Strategies Group, Inc.	$8.8M	68,238	+4,006	ADD
147	OSAIC HOLDINGS, INC.	$8.6M	73,342	−1,567	TRIM
148	Creative Planning	$8.6M	72,877	+35,774	ADD
149	Kinsale Capital Group, Inc.	$8.5M	72,686	+3,450	ADD
150	CIBC Bancorp USA Inc.	$8.5M	72,368	—	NO PRIOR
151	&PARTNERS	$8.5M	72,118	+9,344	ADD
152	Tredje AP-fonden	$8.4M	71,138	+51,630	ADD
153	ROYCE & ASSOCIATES LP	$8.4M	71,062	−1,005	TRIM
154	MidFirst Bank	$8.2M	69,614	+144	ADD
155	FULLER & THALER ASSET MANAGEMENT, INC.	$8.1M	68,803	−33,725	TRIM
156	Resona Asset Management Co.,Ltd.	$7.9M	67,867	+796	ADD
157	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.9M	67,054	+11,400	ADD
158	Candriam S.C.A.	$7.7M	65,459	−36,242	TRIM
159	PATTON ALBERTSON MILLER GROUP, LLC	$7.6M	64,849	−276	TRIM
160	Danica Pension, Livsforsikringsaktieselskab	$7.3M	61,794	+61,794	NEW
161	CITADEL ADVISORS LLC	$7.2M	60,955	−367,509	TRIM
162	Aberdeen Group plc	$7.2M	60,892	+404	ADD
163	XPONANCE LLC	$7.1M	59,971	+3,927	ADD
164	Caprock Group, LLC	$7.0M	59,371	−6,316	TRIM
165	Elk River Wealth Management LLC	$6.9M	58,801	−22,103	TRIM
166	Cerity Partners LLC	$6.8M	57,707	+20,693	ADD
167	FIFTH THIRD BANCORP	$6.8M	57,654	+51,124	ADD
168	TORONTO DOMINION BANK	$6.8M	57,523	−7,916	TRIM
169	Teewinot Capital Advisers, L.L.C.	$6.5M	55,580	0	NO CHANGE
170	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.5M	54,882	+30,133	ADD
171	Waverly Advisors, LLC	$6.3M	53,973	−309	TRIM
172	CWA Asset Management Group, LLC	$6.3M	53,828	−1,906	TRIM
173	State of New Jersey Common Pension Fund D	$6.3M	53,707	+573	ADD
174	Howard Capital Management, LLC	$6.3M	53,653	+11,125	ADD
175	Swiss Life Asset Management Ltd	$6.3M	53,593	+4,692	ADD
176	Arizona State Retirement System	$6.2M	52,971	−1,155	TRIM
177	Czech National Bank	$6.2M	52,329	+932	ADD
178	MML INVESTORS SERVICES, LLC	$6.1M	51,825	−13,581	TRIM
179	TD Waterhouse Canada Inc.	$6.0M	51,732	+50,375	ADD
180	RBF Capital, LLC	$5.9M	50,000	−50,000	TRIM
181	Vanguard Personalized Indexing Management, LLC	$5.9M	49,965	+929	ADD
182	Larson Financial Group LLC	$5.9M	49,752	+287	ADD
183	BANK OF NOVA SCOTIA	$5.8M	49,671	−95,225	TRIM
184	Laurion Capital Management LP	$5.8M	49,083	+49,083	NEW
185	IFM Investors Pty Ltd	$5.8M	48,908	−815	TRIM
186	CIBC Asset Management Inc	$5.6M	47,449	+1,225	ADD
187	Hudson Capital Management LLC	$5.6M	47,256	+3,010	ADD
188	BLAIR WILLIAM & CO/IL	$5.6M	47,220	+9,419	ADD
189	Lansforsakringar Fondforvaltning AB (publ)	$5.3M	45,354	+361	ADD
190	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.3M	44,758	−581	TRIM
191	Pathstone Holdings, LLC	$5.2M	44,514	−437	TRIM
192	VOYA INVESTMENT MANAGEMENT LLC	$5.2M	43,891	−803	TRIM
193	MONTAG A & ASSOCIATES INC	$5.1M	43,040	+2,972	ADD
194	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$5.0M	42,595	+1,931	ADD
195	SEB Asset Management AB	$4.9M	41,715	—	NO PRIOR
196	USS Investment Management Ltd	$4.9M	41,555	+5,057	ADD
197	Mirae Asset Global Investments Co., Ltd.	$4.9M	41,263	+5,594	ADD
198	Retirement Systems of Alabama	$4.8M	40,804	−661	TRIM
199	Qsemble Capital Management, LP	$4.8M	40,408	−21,033	TRIM
200	Argyle Capital Management, LLC	$4.7M	39,991	0	NO CHANGE
201	OPPENHEIMER & CO INC	$4.7M	39,644	−22,551	TRIM
202	NATIXIS	$4.6M	38,951	−151,653	TRIM
203	ProShare Advisors LLC	$4.5M	38,424	−7,889	TRIM
204	Vident Advisory, LLC	$4.5M	38,399	+3,080	ADD
205	Glenview Trust Co	$4.5M	38,172	−388	TRIM
206	Numerai GP LLC	$4.4M	37,740	+37,740	NEW
207	LEVEL FOUR ADVISORY SERVICES, LLC	$4.4M	37,695	−2,512	TRIM
208	Rockefeller Capital Management L.P.	$4.4M	37,201	+2,214	ADD
209	Ethic Inc.	$4.4M	37,077	+760	ADD
210	COMMONWEALTH EQUITY SERVICES, LLC	$4.2M	35,914	+2,385	ADD
211	Engineers Gate Manager LP	$4.1M	34,902	+34,902	NEW
212	Daiwa Securities Group Inc.	$4.0M	34,274	+1,086	ADD
213	Spartan Wealth Advisory Services LLC	$4.0M	34,229	—	NO PRIOR
214	INTECH INVESTMENT MANAGEMENT LLC	$4.0M	34,040	+23,855	ADD
215	CREDIT AGRICOLE S A	$4.0M	33,895	−46,671	TRIM
216	STIFEL FINANCIAL CORP	$4.0M	33,756	+400	ADD
217	TWIN CAPITAL MANAGEMENT INC	$3.9M	33,367	+23	ADD
218	Integrated Advisors Network LLC	$3.9M	33,060	+33,060	NEW
219	MACQUARIE GROUP LTD	$3.8M	32,389	−14,612	TRIM
220	SHAYNE & JACOBS, LLC	$3.8M	32,192	0	NO CHANGE
221	Orion Porfolio Solutions, LLC	$3.8M	32,109	−2,860	TRIM
222	Utah Retirement Systems	$3.7M	31,566	−790	TRIM
223	NEOS Investment Management LLC	$3.6M	30,747	−28	TRIM
224	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.4M	28,663	+292	ADD
225	Merit Financial Group, LLC	$3.4M	28,540	+1,431	ADD
226	Thrive Capital Management, LLC	$3.3M	28,415	+89	ADD
227	Ensign Peak Advisors, Inc	$3.3M	27,953	+6,305	ADD
228	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.3M	27,946	+514	ADD
229	Rakuten Investment Management, Inc.	$3.3M	28,654	+2,912	ADD
230	Quadrature Capital Ltd	$3.2M	27,147	−12,385	TRIM
231	River Wealth Advisors LLC	$3.2M	27,103	−720	TRIM
232	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.2M	26,871	−8,084	TRIM
233	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.1M	26,460	+78	ADD
234	Janus Henderson Group Ltd.	$3.1M	26,297	−1,027	TRIM
235	SCOPUS ASSET MANAGEMENT, L.P.	$2.9M	24,926	−20,942	TRIM
236	Bridgewater Associates, LP	$2.9M	24,766	−80,563	TRIM
237	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.8M	23,467	+1,521	ADD
238	TODD ASSET MANAGEMENT LLC	$2.8M	23,438	0	NO CHANGE
239	Ellis Investment Partners, LLC	$2.7M	23,322	−2,736	TRIM
240	Westerkirk Capital Inc.	$2.7M	23,200	−1,200	TRIM
241	Y-Intercept (Hong Kong) Ltd	$2.7M	23,168	−36,099	TRIM
242	Meiji Yasuda Asset Management Co Ltd.	$2.7M	23,100	−1,101	TRIM
243	Dorato Capital Management	$2.7M	22,460	+70	ADD
244	TWO SIGMA INVESTMENTS, LP	$2.7M	22,907	−140,898	TRIM
245	PINNACLE ASSOCIATES LTD	$2.7M	22,879	+1,220	ADD
246	JANE STREET GROUP, LLC	$2.7M	22,762	−200,963	TRIM
247	Summit Trail Advisors, LLC	$2.7M	22,756	+1,500	ADD
248	Walleye Trading LLC	$2.7M	22,541	+22,541	NEW
249	YOUSIF CAPITAL MANAGEMENT, LLC	$2.6M	22,390	−940	TRIM
250	EVOLVE PRIVATE WEALTH, LLC	$2.6M	22,367	−537	TRIM
251	UniSuper Management Pty Ltd	$2.6M	22,114	−562	TRIM
252	Lombard Odier Asset Management (Europe) Ltd	$2.6M	22,097	+22,097	NEW
253	Cresset Asset Management, LLC	$2.6M	22,003	+5,107	ADD
254	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.6M	22,013	+22,013	NEW
255	Federation des caisses Desjardins du Quebec	$2.6M	21,897	+6,199	ADD
256	HighTower Advisors, LLC	$2.6M	21,888	+1,327	ADD
257	BLI - Banque de Luxembourg Investments	$2.6M	22,000	+22,000	NEW
258	Bank Julius Baer & Co. Ltd, Zurich	$2.6M	22,347	−5,081	TRIM
259	Signal Advisors Wealth, LLC	$2.6M	21,713	+1,112	ADD
260	OP Asset Management Ltd	$2.4M	20,662	—	NO PRIOR
261	COMMERCE BANK	$2.4M	20,516	+2,884	ADD
262	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.4M	20,432	−495	TRIM
263	US BANCORP \DE\	$2.4M	19,999	+193	ADD
264	Verition Fund Management LLC	$2.2M	18,397	−22,603	TRIM
265	River Street Advisors LLC	$2.1M	18,208	+8,851	ADD
266	Avanza Fonder AB	$2.1M	18,129	−553	TRIM
267	Dynamic Technology Lab Private Ltd	$2.1M	17,813	+10,282	ADD
268	FIRST MANHATTAN CO. LLC.	$2.1M	17,615	−15,365	TRIM
269	WRIGHT INVESTORS SERVICE INC	$2.1M	17,507	−89	TRIM
270	Ashton Thomas Private Wealth, LLC	$2.0M	17,168	+15,218	ADD
271	Vise Technologies, Inc.	$2.0M	16,991	0	NO CHANGE
272	Trail Ridge Investment Advisors, LLC	$2.0M	16,705	0	NO CHANGE
273	M&T BANK CORP	$2.0M	16,641	−791	TRIM
274	REGIONS FINANCIAL CORP	$1.9M	16,464	−2,244	TRIM
275	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$1.9M	16,300	+5,519	ADD
276	Clearstead Advisors, LLC	$1.9M	16,237	+13,878	ADD
277	Altman Advisors, Inc.	$1.9M	16,038	+391	ADD
278	Sequoia Financial Advisors, LLC	$1.8M	15,625	+1,160	ADD
279	Havemeyer Place LP	$1.8M	15,477	+7,729	ADD
280	SANDERS MORRIS HARRIS LLC	$1.8M	15,446	+15,446	NEW
281	Virtus Investment Advisers, LLC	$1.8M	15,319	+15,319	NEW
282	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.8M	15,462	−1,732	TRIM
283	Inlet Private Wealth, LLC	$1.8M	15,242	+1,500	ADD
284	Bayhunt Capital LLC	$1.8M	15,127	−20,547	TRIM
285	Hennion & Walsh Asset Management, Inc.	$1.7M	14,801	+163	ADD
286	Concurrent Investment Advisors, LLC	$1.7M	14,586	−2,167	TRIM
287	PALISADE CAPITAL MANAGEMENT, LP	$1.7M	14,472	−3,293	TRIM
288	Whalen Wealth Management Inc.	$1.7M	14,103	+10,221	ADD
289	Mariner, LLC	$1.6M	14,000	−21,897	TRIM
290	Graham Capital Management, L.P.	$1.6M	14,000	+800	ADD
291	Investment Management Corp of Ontario	$1.6M	13,983	+700	ADD
292	Baird Financial Group, Inc.	$1.6M	13,948	+13,948	NEW
293	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.6M	13,801	+13,801	NEW
294	Pinnacle Wealth Management Advisory Group, LLC	$1.6M	13,662	+13,662	NEW
295	Savant Capital, LLC	$1.6M	13,408	+2,872	ADD
296	Beacon Pointe Advisors, LLC	$1.5M	13,022	+1,079	ADD
297	Elo Mutual Pension Insurance Co	$1.5M	12,931	−7,383	TRIM
298	Prana Capital Management, LP	$1.5M	12,721	+12,721	NEW
299	Atria Investments, Inc	$1.5M	12,595	−1,463	TRIM
300	Inspire Investing, LLC	$1.5M	12,411	+8,492	ADD
301	OMERS ADMINISTRATION Corp	$1.5M	12,404	+3,429	ADD
302	CWM, LLC	$1.4M	12,273	−2,439	TRIM
303	Jain Global LLC	$1.4M	12,212	+8,138	ADD
304	DAVENPORT & Co LLC	$1.4M	12,200	−9	TRIM
305	Institute for Wealth Management, LLC.	$1.4M	12,172	−230	TRIM
306	AE Wealth Management LLC	$1.4M	12,169	+402	ADD
307	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$1.4M	12,072	+4,367	ADD
308	Ascent Group, LLC	$1.4M	12,015	+828	ADD
309	Knuff & Co LLC	$1.4M	11,947	−1,383	TRIM
310	FIDELIS CAPITAL PARTNERS, LLC	$1.4M	11,916	+1,194	ADD
311	DENALI ADVISORS LLC	$1.4M	11,835	−297	TRIM
312	Norinchukin Bank, The	$1.4M	11,729	−189	TRIM
313	MIZUHO SECURITIES USA LLC	$1.4M	11,616	−2,577	TRIM
314	ODDO BHF ASSET MANAGEMENT SAS	$1.4M	11,516	+124	ADD
315	GREAT LAKES ADVISORS, LLC	$1.4M	11,506	−320	TRIM
316	Pinnacle Financial Partners, Inc.	$1.3M	11,447	+90	ADD
317	Meiji Yasuda Life Insurance Co	$1.3M	11,350	0	NO CHANGE
318	CAISSE DES DEPOTS ET CONSIGNATIONS	$1.3M	11,342	0	NO CHANGE
319	Rehmann Capital Advisory Group	$1.3M	11,117	+7,263	ADD
320	Kathmere Capital Management, LLC	$1.3M	11,067	+1,867	ADD
321	UMB Bank, n.a.	$1.3M	11,049	−114	TRIM
322	Andra AP-fonden	$1.3M	10,991	−64,409	TRIM
323	Aspire Private Capital, LLC	$1.3M	10,748	−493	TRIM
324	TOWNSQUARE CAPITAL LLC	$1.3M	10,736	+2,110	ADD
325	Aprio Wealth Management, LLC	$1.3M	10,716	−106	TRIM
326	Unison Advisors LLC	$1.2M	10,599	+9	ADD
327	RFG Advisory, LLC	$1.2M	10,618	−142	TRIM
328	GATEWAY INVESTMENT ADVISERS LLC	$1.2M	10,402	+2,617	ADD
329	Brooklyn Investment Group	$1.2M	10,341	+4,379	ADD
330	Inscription Capital, LLC	$1.2M	10,265	−778	TRIM
331	Generali Asset Management SPA SGR	$1.2M	9,937	+9,937	NEW
332	Advisors Asset Management, Inc.	$1.2M	9,902	−930	TRIM
333	Cetera Trust Company, N.A	$1.2M	9,847	+585	ADD
334	NewEdge Advisors, LLC	$1.1M	9,710	+2,732	ADD
335	Maryland State Retirement & Pension System	$1.1M	9,532	0	NO CHANGE
336	Lombard Odier Asset Management (Switzerland) SA	$1.1M	9,400	+9,400	NEW
337	Laird Norton Wetherby Trust Company, LLC	$1.1M	9,299	−271	TRIM
338	Allworth Financial LP	$1.1M	9,197	+243	ADD
339	PRINCIPAL SECURITIES, INC.	$1.1M	9,139	−1,061	TRIM
340	Osmosis Investment Management UK Ltd	$1.1M	9,099	+9,099	NEW
341	McKinney Capital Management, LLC	$1.1M	9,084	—	NO PRIOR
342	INTEGRITY ALLIANCE, LLC.	$1.1M	9,011	+1,022	ADD
343	Greenfield Savings Bank	$1.1M	8,985	+177	ADD
344	CI INVESTMENTS INC.	$1.0M	8,925	−167	TRIM
345	Kestra Advisory Services, LLC	$1.0M	8,897	+403	ADD
346	LVW Advisors, LLC	$1.0M	8,767	+5,215	ADD
347	Lombard Odier Asset Management (USA) Corp	$1.0M	8,753	−2,735	TRIM
348	Private Advisor Group, LLC	$1.0M	8,742	−748	TRIM
349	FIDUCIARY FAMILY OFFICE, LLC	$1.0M	8,723	+1,202	ADD
350	Kesler, Norman & Wride, LLC	$1.0M	8,692	+83	ADD
351	NOVEM GROUP	$1.0M	8,691	+393	ADD
352	1900 WEALTH MANAGEMENT LLC	$1.0M	8,602	0	NO CHANGE
353	ELEVATION POINT WEALTH PARTNERS, LLC	$989K	8,392	+1,339	ADD
354	Strong Retirement Solutions LLC	$986K	8,383	+450	ADD
355	Econ Financial Services Corp	$981K	8,341	+3,000	ADD
356	WINTON GROUP Ltd	$977K	8,303	+8,303	NEW
357	Morningstar Investment Management LLC	$971K	8,259	+1,947	ADD
358	SIGNATUREFD, LLC	$962K	8,177	+218	ADD
359	MIDLAND WEALTH ADVISORS, LLC	$955K	8,121	0	NO CHANGE
360	ABN AMRO INVESTMENT SOLUTIONS	$939K	7,988	+227	ADD
361	Envestnet Portfolio Solutions, Inc.	$938K	7,978	−3,840	TRIM
362	KESTRA PRIVATE WEALTH SERVICES, LLC	$931K	7,914	−175	TRIM
363	MUFG Securities EMEA plc	$926K	7,877	−18,957	TRIM
364	Steward Partners Investment Advisory, LLC	$916K	7,788	+1,264	ADD
365	Empirical Finance, LLC	$906K	7,704	−28	TRIM
366	Checchi Capital Advisers, LLC	$905K	7,696	+500	ADD
367	AlTi Global, Inc.	$900K	7,642	−357	TRIM
368	Woodline Partners LP	$894K	7,602	−81,792	TRIM
369	TOKIO MARINE ASSET MANAGEMENT CO LTD	$894K	7,599	0	NO CHANGE
370	CHOREO, LLC	$876K	7,430	−846	TRIM
371	WELLINGTON MANAGEMENT GROUP LLP	$873K	7,420	+2,648	ADD
372	HM PAYSON & CO	$872K	7,417	0	NO CHANGE
373	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$870K	7,401	+288	ADD
374	Main Street Research LLC	$868K	7,382	+7,382	NEW
375	WINNACLE WEALTH LLC	$866K	7,367	+7,367	NEW
376	Farringdon Capital, Ltd.	$854K	7,259	+7,259	NEW
377	B. Metzler seel. Sohn & Co. AG	$853K	7,250	0	NO CHANGE
378	William B. Walkup & Associates, Inc.	$851K	8,276	−248	TRIM
379	Vestmark Advisory Solutions, Inc.	$843K	7,164	+118	ADD
380	Banque Cantonale Vaudoise	$839K	7,130	+4,423	ADD
381	J. Safra Sarasin Holding AG	$828K	7,045	−495	TRIM
382	Everhart Financial Group, Inc.	$824K	7,008	−89	TRIM
383	Jefferies Financial Group Inc.	$823K	6,995	−986	TRIM
384	Traub Capital Management LLC	$818K	6,951	−681	TRIM
385	Atom Investors LP	$816K	6,936	+6,936	NEW
386	Athena Wealth Management, LLC	$813K	6,914	—	NO PRIOR
387	Independent Advisor Alliance	$809K	6,875	+264	ADD
388	MGO ONE SEVEN LLC	$807K	6,858	−2,605	TRIM
389	Marshall Financial Group, LLC	$787K	6,695	+103	ADD
390	Crossmark Global Holdings, Inc.	$779K	6,620	—	NO PRIOR
391	BEACON INVESTMENT ADVISORY SERVICES, INC.	$778K	6,614	+1,081	ADD
392	Voleon Capital Management LP	$775K	6,586	−5,642	TRIM
393	Baker Avenue Asset Management, LP	$770K	6,547	−883	TRIM
394	Brevan Howard Capital Management LP	$768K	6,534	−21,305	TRIM
395	HUB Investment Partners, LLC	$758K	6,443	+798	ADD
396	GUGGENHEIM CAPITAL LLC	$748K	6,357	+2,833	ADD
397	MONTGOMERY INVESTMENT MANAGEMENT INC	$747K	6,350	+350	ADD
398	HB Wealth Management, LLC	$736K	6,258	+1,143	ADD
399	LECAP ASSET MANAGEMENT LTD	$735K	6,252	−12,367	TRIM
400	Compound Planning, Inc.	$734K	6,240	−155	TRIM
401	INTRUST BANK NA	$728K	6,188	+953	ADD
402	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$723K	6,149	−79	TRIM
403	Cooper Financial Group	$715K	6,082	−232	TRIM
404	NORDEN GROUP LLC	$708K	6,021	−39	TRIM
405	JOHNSON INVESTMENT COUNSEL INC	$705K	5,995	−119	TRIM
406	Chicago Partners Investment Group LLC	$703K	5,512	−28	TRIM
407	Arax Advisory Partners	$695K	5,907	−1,129	TRIM
408	Brookstone Capital Management	$689K	5,861	+267	ADD
409	Gryphon Financial Partners LLC	$688K	5,850	+428	ADD
410	COLDSTREAM CAPITAL MANAGEMENT INC	$685K	5,824	+1,922	ADD
411	Premier Path Wealth Partners, LLC	$669K	5,690	+3,697	ADD
412	North Dakota State Investment Board	$660K	5,614	−1,128	TRIM
413	Belpointe Asset Management LLC	$657K	5,585	+834	ADD
414	LIBERTY WEALTH MANAGEMENT LLC	$657K	5,582	+12	ADD
415	Metis Global Partners, LLC	$647K	5,505	−728	TRIM
416	KEYBANK NATIONAL ASSOCIATION/OH	$646K	5,496	+5,496	NEW
417	PATRON PARTNERS, LLC	$635K	5,400	0	NO CHANGE
418	Convergence Financial, LLC	$635K	5,397	+5,397	NEW
419	TOCQUEVILLE ASSET MANAGEMENT L.P.	$632K	5,377	−489	TRIM
420	GTS SECURITIES LLC	$632K	5,376	−18,882	TRIM
421	Outlook Wealth Advisors, LLC	$631K	5,367	−181	TRIM
422	Lido Advisors, LLC	$627K	5,322	+805	ADD
423	EntryPoint Capital, LLC	$626K	5,322	+5,322	NEW
424	Monument Capital Management	$625K	5,316	−23	TRIM
425	Keebeck Wealth Management	$623K	5,285	+429	ADD
426	Blue Trust, Inc.	$616K	5,238	+3,422	ADD
427	Callan Family Office, LLC	$615K	5,231	+2	ADD
428	SECURIAN ASSET MANAGEMENT, INC	$612K	5,200	−100	TRIM
429	Talon Private Wealth, LLC	$606K	5,156	—	NO PRIOR
430	QUADRANT CAPITAL GROUP LLC	$603K	5,125	+201	ADD
431	Meeder Advisory Services, Inc.	$588K	4,998	+356	ADD
432	denkapparat Operations GmbH	$583K	4,956	0	NO CHANGE
433	Pitcairn Wealth Advisors LLC	$582K	4,967	+145	ADD
434	OXFORD ASSET MANAGEMENT LLP	$572K	4,862	−1,001	TRIM
435	Equitable Holdings, Inc.	$571K	4,871	−681	TRIM
436	OLD NATIONAL BANCORP /IN/	$570K	4,849	+405	ADD
437	Formidable Asset Management, LLC	$563K	4,785	−170	TRIM
438	BOOTHBAY FUND MANAGEMENT, LLC	$561K	4,771	−3,948	TRIM
439	FEDERATED HERMES, INC.	$561K	4,766	−2,339	TRIM
440	XTX Topco Ltd	$558K	4,747	−5,390	TRIM
441	Aldebaran Financial Inc.	$558K	4,745	0	NO CHANGE
442	BURNEY CO/	$558K	4,743	−11,805	TRIM
443	SYSTEMATIC FINANCIAL MANAGEMENT LP	$547K	4,654	−1,319	TRIM
444	Kestra Investment Management, LLC	$547K	4,652	+1,563	ADD
445	EVENTIDE ASSET MANAGEMENT, LLC	$531K	4,667	+210	ADD
446	Quantum Private Wealth, LLC	$531K	4,513	0	NO CHANGE
447	Snowden Capital Advisors LLC	$526K	4,463	−1,942	TRIM
448	Naviter Wealth, LLC	$523K	4,439	0	NO CHANGE
449	SCHWARTZ INVESTMENT COUNSEL INC	$517K	4,398	0	NO CHANGE
450	Colonial River Investments, LLC	$515K	4,383	−63	TRIM
451	TECTONIC ADVISORS LLC	$515K	4,381	+30	ADD
452	D'Orazio & Associates, Inc.	$513K	4,366	+711	ADD
453	PRUDENTIAL PLC	$508K	4,316	0	NO CHANGE
454	EVERGREEN CAPITAL MANAGEMENT LLC	$506K	4,298	+983	ADD
455	Drucker Wealth 3.0, LLC	$501K	4,263	−376	TRIM
456	KING LUTHER CAPITAL MANAGEMENT CORP	$499K	4,244	+4,244	NEW
457	CAXTON ASSOCIATES LLP	$490K	4,165	+619	ADD
458	SAGESPRING WEALTH PARTNERS, LLC	$484K	4,116	+50	ADD
459	ALLIUM FINANCIAL ADVISORS, LLC	$483K	4,106	0	NO CHANGE
460	SIMPLEX TRADING, LLC	$482K	4,096	−2,244	TRIM
461	M.E. ALLISON & CO., INC.	$479K	4,074	0	NO CHANGE
462	Kera Capital Partners, Inc.	$478K	4,067	−408	TRIM
463	Optas, LLC	$478K	4,066	+69	ADD
464	TEMA ETFS LLC	$477K	4,060	+21	ADD
465	Columbia Bank	$477K	4,057	+1	ADD
466	Corient IA LLC	$475K	4,040	−960	TRIM
467	EP Wealth Advisors, LLC	$474K	4,031	−473	TRIM
468	Van Hulzen Asset Management, LLC	$472K	4,016	−3,100	TRIM
469	Mystic Asset Management, Inc.	$465K	3,950	0	NO CHANGE
470	JT Stratford LLC	$463K	3,936	−259	TRIM
471	Legal Advantage Investments, Inc.	$461K	3,920	0	NO CHANGE
472	World Investment Advisors	$460K	3,912	−10	TRIM
473	Aaron Wealth Advisors LLC	$458K	3,892	−3,109	TRIM
474	Ballentine Partners, LLC	$452K	3,840	+255	ADD
475	Siemens Fonds Invest GmbH	$451K	3,837	−378	TRIM
476	Dynamic Advisor Solutions LLC	$447K	3,804	+210	ADD
477	Capital Investment Advisors, LLC	$433K	3,684	+106	ADD
478	DoubleLine ETF Adviser LP	$431K	3,665	−583	TRIM
479	Ascentis Independent Advisors	$430K	3,654	+647	ADD
480	One Wealth Advisors, LLC	$421K	3,579	−950	TRIM
481	Glen Eagle Advisors, LLC	$419K	3,561	−216	TRIM
482	Raleigh Capital Management Inc.	$416K	3,533	−93	TRIM
483	PANAGORA ASSET MANAGEMENT INC	$414K	3,523	0	NO CHANGE
484	Clark Asset Management, LLC	$408K	3,465	+5	ADD
485	CSS LLC/IL	$399K	3,390	+690	ADD
486	Wedmont Private Capital	$396K	3,289	−6	TRIM
487	XXI WEALTH, LLC	$396K	3,364	+21	ADD
488	Accurate Wealth Management, LLC	$394K	3,269	−51	TRIM
489	Apollon Wealth Management, LLC	$393K	3,343	+121	ADD
490	VestGen Advisors, LLC	$388K	3,385	−176	TRIM
491	State of Wyoming	$387K	3,293	+1,080	ADD
492	FOUNDATIONS INVESTMENT ADVISORS, LLC	$387K	3,293	+224	ADD
493	CENTRAL TRUST Co	$385K	3,276	−1	TRIM
494	Rooted Wealth Advisors, Inc.	$383K	3,006	+123	ADD
495	Baader Bank Aktiengesellschaft	$378K	3,210	+3,210	NEW
496	Midwest Trust Co	$377K	3,208	−172	TRIM
497	Baron Wealth Management LLC	$376K	3,200	+3,200	NEW
498	Menard Financial Group LLC	$376K	3,197	+19	ADD
499	Nautilus Advisors LLC	$376K	3,195	0	NO CHANGE
500	Richard W. Paul & Associates, LLC	$370K	3,143	−70	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · PHM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $11.0M held
Trimming: 1 Bridgewater Associates $2.9M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PULTE GROUP INC

Merged timeline of congressional filings and notable-manager moves on PHM
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+48,460 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−80,563 sh
2026-05-14	Caxton Associates 13F	ADD	+619 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed PHM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).