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Institutional Ownership · SEC Form 13F

Who owns PULT


Which tracked institutional funds hold PULT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PULT company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

19
Institutional holders
628K
Shares held (tracked funds)

How the tape is positioned

6 tracked funds added or opened PULT while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

PULT’s largest tracked holder by dollar value, FRANKLIN RESOURCES INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in PULT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 19 tracked filers holding PULT, 12 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in PULT between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • CITADEL ADVISORS LLC$2M
  • GOLDMAN SACHS GROUP INC$1M
  • Jefferies Financial Group Inc.$701K
  • LexAurum Advisors, LLC$675K

Full exits 2

  • FRANKLIN RESOURCES INC$156M
  • CacheTech Inc.$871K

Largest adds

  • ROYAL BANK OF CANADA$569K
  • NATIONAL BANK OF CANADA /FI/$462K

Largest trims

  • JANE STREET GROUP, LLC$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
IronBridge Private Wealth, LLC added299,431$15M7.9%2026-Q1
ROYAL BANK OF CANADA added80,226$4M2.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ added72,251$4M1.9%2026-Q1
CITADEL ADVISORS LLC trimmed36,801$2M1.0%2026-Q1
GOLDMAN SACHS GROUP INC new26,330$1M0.7%2026-Q1
JANE STREET GROUP, LLC trimmed18,666$942K0.5%2026-Q1
CIBC WORLD MARKET INC. trimmed18,440$931K0.5%2026-Q1
Thayer Partners, LLC / MA trimmed17,240$870K0.5%2026-Q1
Jefferies Financial Group Inc. new13,887$701K0.4%2026-Q1
LexAurum Advisors, LLC trimmed13,375$675K0.4%2026-Q1
Cetera Investment Advisers trimmed8,804$444K0.2%2026-Q1
BANK OF MONTREAL /CAN/ added8,768$443K0.2%2026-Q1
Professional Financial Advisors, LLC trimmed5,749$290K0.2%2026-Q1
FLOW TRADERS U.S. LLC trimmed5,080$256K0.1%2026-Q1
OSAIC HOLDINGS, INC. added1,044$53K0.0%2026-Q1
IFP Advisors, Inc trimmed961$49K0.0%2026-Q1
UBS Group AG added371$19K0.0%2026-Q1
FIFTH THIRD BANCORP new145$7K0.0%2026-Q1
MORGAN STANLEY1$500.0%2026-Q1
FRANKLIN RESOURCES INC added3,081,996$156M81.7%2025-Q4 stale
SCOTIA CAPITAL INC. added29,730$2M0.8%2025-Q2 stale
FOUNDERS FINANCIAL SECURITIES LLC new18,118$920K0.5%2025-Q3 stale
CacheTech Inc. new17,207$871K0.5%2025-Q4 stale
Kestra Advisory Services, LLC trimmed448$23K0.0%2025-Q4 stale
COMERICA BANK new90$5K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership