Who holds PHMticker 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 ↗

763

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$16.7B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

373

addsholders whose share count rose or who opened the position (new + add), by shares

105

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

6 members of Congress disclosed PHM — the congressional view ↗