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Livermore
Livermore
ZHEN

Pultegroup Inc

PHM
Exchange
NYSE
Industry
Operative Builders
SEC CIK
0000822416

No open-market purchases or sales by Pultegroup Inc insiders were filed in the last 90 days; 1,045 institutions reported holding it in 13F filings for Q2 2026, worth $24.5B in total; Greenhaven Associates is the only superinvestor holding it.

13F holders, Q3 2025

Institutional positions in Pultegroup Inc as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
987
+56 vs. Q2 2025
Shares held
179.5M
−1.78M (−1.0%) vs. Q2 2025
Total value
$23.7B
+$4.60B (+24.0%) vs. Q2 2025
New holders
133
342 more added
Sold out
77
353 more reduced

16 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PHM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2025: 987 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ3 2025: $23.7B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2025.

Institutions holding PHM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc1$720.00%00.0%Unchanged
Sound Income Strategies, LLC2$2430.00%−140−98.6%Reduced
GPS Wealth Strategies Group, LLC2$2640.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$2640.00%00.0%Unchanged
Davis Capital Management2$2640.00%+2New
Quaker Wealth Management, LLC2$2650.00%00.0%Unchanged
Redwood Park Advisors LLC2$2650.00%00.0%Unchanged
DecisionPoint Financial, LLC2$2690.00%00.0%Unchanged
WestEnd Advisors, LLC4$5290.00%00.0%Unchanged
IMA Wealth, Inc.4$5290.00%+1+33.3%Added
Palisade Asset Management, LLC4$5290.00%+4New
Breakwater Investment Management4$5290.00%+4New
Wealth Watch Advisors, INC4$5290.00%+4New
Ameriflex Group, Inc.4$5290.00%+4New
Sachetta, LLC5$6610.00%00.0%Unchanged
NVWM, LLC5$6610.00%00.0%Unchanged
American Capital Advisory, LLC5$6610.00%+1+25.0%Added
North Star Investment Management Corp.5$6610.00%+5New
Mowery & Schoenfeld Wealth Management, LLC6$7930.00%00.0%Unchanged
Heartwood Wealth Advisors LLC6$7930.00%+6New
Seneschal Advisors, LLC6$7930.00%+6New
Retirement Wealth Solutions LLC6$7930.00%+6New
Cornerstone Planning Group LLC82$9030.00%−366−81.7%Reduced
Highline Wealth Partners LLC7$9250.00%00.0%Unchanged
North Capital, Inc.7$9250.00%+7New
Picton Mahoney Asset Management8$1.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC8$1.06K0.00%+8New
Trust Co of Vermont9$1.19K0.00%00.0%Unchanged
HFM Investment Advisors, LLC10$1.32K0.00%+2+25.0%Added
Guerra Advisors Inc10$1.32K0.00%+10New
BankPlus Trust Department11$1.45K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC11$1.45K0.00%+9+450.0%Added
Texas Capital Bancshares Inc11$1.45K0.00%+11New
Legacy Wealth Managment, LLC12$1.59K0.00%00.0%Unchanged
Activest Wealth Management12$1.59K0.00%+3+33.3%Added
Cedar Mountain Advisors, LLC12$1.59K0.00%+12New
Avalon Trust Co13$1.72K0.00%+13New
Hughes Financial Services, LLC15$1.80K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.14$1.85K0.00%+14New
Turning Point Benefit Group, Inc.14$1.88K0.00%+14New
Orion Capital Management LLC15$1.98K0.00%+15New
Dunhill Financial, LLC16$2.09K0.00%+1+6.7%Added
Tortoise Investment Management, LLC16$2.11K0.00%+7+77.8%Added
Spire Wealth Management17$2.25K0.00%−3−15.0%Reduced
Raffa Wealth Management, LLC17$2.25K0.00%+6+54.5%Added
Kilter Group LLC19$2.51K0.00%+12+171.4%Added
IAG Wealth Partners, LLC20$2.59K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$2.64K0.00%00.0%Unchanged
Asset Dedication, LLC21$2.77K0.00%00.0%Unchanged
Rialto Wealth Management, LLC21$2.77K0.00%+5+31.3%Added
GHP Investment Advisors, Inc.22$2.91K0.00%00.0%Unchanged
Marquette Asset Management, LLC22$2.91K0.00%+22New
Truvestments Capital LLC26$3.44K0.00%00.0%Unchanged
Pineridge Advisors LLC28$3.74K0.00%00.0%Unchanged
DAGCO, Inc.29$3.83K0.00%00.0%Unchanged
South State Corp.30$3.96K0.00%−45−60.0%Reduced
Zions Bancorporation, National Association30$3.96K0.00%00.0%Unchanged
TFC Financial Management31$4.10K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC31$4.10K0.00%00.0%Unchanged
Heritage Wealth Advisors32$4.23K0.00%00.0%Unchanged
Kozak & Associates, Inc.41$4.61K0.00%−14−25.5%Reduced
Private Wealth Asset Management, LLC35$4.63K0.00%−67−65.7%Reduced
Evergreen Private Wealth LLC35$4.63K0.00%00.0%Unchanged
Cloud Capital Management, LLC38$5.00K0.00%+38New
Washington Trust Advisors, Inc.42$5.55K0.00%+42New
Howard Hughes Medical Institute43$5.68K0.00%00.0%Unchanged
Chilton Capital Management LLC43$5.68K0.00%+43New
Marshall & Sterling Wealth Advisors Inc.43$5.68K0.00%+43New
ZRC Wealth Management, LLC44$5.81K0.00%+44New
Prestige Wealth Management Group LLC44$5.82K0.00%00.0%Unchanged
Financial Consulate, Inc45$5.95K0.00%+45New
DiNuzzo Private Wealth, Inc.49$6.47K0.00%00.0%Unchanged
Abound Wealth Management50$6.61K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC50$6.62K0.00%00.0%Unchanged
Kerr Financial Planning Corp58$6.75K0.01%+58New
Harbor Investment Advisory, LLC52$6.87K0.00%00.0%Unchanged
Ogorek Anthony Joseph53$7.00K0.00%+40+307.7%Added
CBIZ Investment Advisory Services, LLC53$7.01K0.00%+22+71.0%Added
Red Tortoise LLC54$7.13K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$7.27K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$7.53K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC59$7.80K0.00%00.0%Unchanged
Hollencrest Capital Management60$7.93K0.00%00.0%Unchanged
High Note Wealth, LLC61$8.06K0.00%−12−16.4%Reduced
Rakuten Securities, Inc.61$8.06K0.00%−6−9.0%Reduced
UMA Financial Services, Inc.62$8.19K0.00%+62New
ORG Partners LLC62$8.20K0.00%+27+77.1%Added
TruNorth Capital Management, LLC64$8.46K0.00%+64New
Strategic Advocates LLC64$8.46K0.00%+64New
MV Capital Management, Inc.64$8.46K0.00%+2+3.2%Added
Dogwood Wealth Management LLC68$9.00K0.00%+65+2,166.7%Added
Westside Investment Management, Inc.67$9.01K0.00%−150−69.1%Reduced
Salomon & Ludwin, LLC66$9.08K0.00%+66New
Caldwell Sutter Capital, Inc.69$9.12K0.00%00.0%Unchanged
Westfuller Advisors, LLC71$9.45K0.00%+71New
Avion Wealth77$10.0K0.00%+9+13.2%Added
Financial Management Professionals, Inc.76$10.1K0.00%00.0%Unchanged
Geneos Wealth Management Inc.77$10.2K0.00%−2,621−97.1%Reduced
Atwood & Palmer Inc79$10.4K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC80$10.6K0.00%00.0%Unchanged