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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,045 | $24.5B |
| Q1 2026 | 1,037 | $20.7B |
| Q4 2025 | 1,034 | $21.0B |
| Q3 2025 | 987 | $23.7B |
| Q2 2025 | 947 | $19.6B |
| Q1 2025 | 962 | $19.1B |
| Q4 2024 | 985 | $20.3B |
| Q3 2024 | 1,007 | $27.0B |
| Q2 2024 | 940 | $20.6B |
| Q1 2024 | 911 | $22.8B |
| Q4 2023 | 870 | $19.7B |
| Q3 2023 | 761 | $14.9B |
| Q2 2023 | 766 | $15.7B |
| Q1 2023 | 699 | $11.8B |
| Q4 2022 | 657 | $9.29B |
| Q3 2022 | 634 | $7.74B |
| Q2 2022 | 631 | $8.28B |
| Q1 2022 | 656 | $8.86B |
| Q4 2021 | 712 | $12.5B |
| Q3 2021 | 655 | $10.1B |
| Q2 2021 | 681 | $12.5B |
| Q1 2021 | 684 | $12.0B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 85 | $11.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 89 | $11.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 89 | $11.8K | 0.01% | +78+709.1% | Added |
| S&T Bank | 94 | $12.4K | 0.00% | +64+213.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 95 | $12.6K | 0.00% | +25+35.7% | Added |
| Aspect Partners, LLC | 98 | $12.9K | 0.01% | +14+16.7% | Added |
| SBI Securities Co., Ltd. | 101 | $13.3K | 0.00% | +30+42.3% | Added |
| Proffitt & Goodson Inc | 105 | $13.9K | 0.00% | +4+4.0% | Added |
| Brown, Lisle/Cummings, Inc. | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $14.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 120 | $15.9K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 120 | $15.9K | 0.00% | +120 | New |
| GW&K Investment Management, LLC | 122 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $16.1K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 125 | $16.5K | 0.00% | +5+4.2% | Added |
| Strengthening Families & Communities, LLC | 125 | $16.6K | 0.00% | +125 | New |
| Armstrong Advisory Group, Inc | 126 | $16.6K | 0.00% | +4+3.3% | Added |
| Valued Wealth Advisors LLC | 132 | $17.5K | 0.01% | +3+2.3% | Added |
| Quest 10 Wealth Builders, Inc. | 134 | $17.6K | 0.02% | −1−0.7% | Reduced |
| Creekmur Asset Management LLC | 137 | $18.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 138 | $18.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $18.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 141 | $18.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 146 | $19.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $19.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 154 | $20.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 157 | $20.7K | 0.00% | −48−23.4% | Reduced |
| Addison Advisors LLC | 159 | $21.0K | 0.00% | +29+22.3% | Added |
| Rise Advisors, LLC | 166 | $22.0K | 0.01% | +16+10.7% | Added |
| United Financial Planning Group LLC | 168 | $22.2K | 0.01% | +168 | New |
| Fortitude Family Office, LLC | 177 | $23.4K | 0.01% | +6+3.5% | Added |
| Country Trust Bank | 187 | $24.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $25.1K | 0.00% | −7−3.6% | Reduced |
| Costello Asset Management, INC | 200 | $26.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 205 | $27.0K | 0.00% | +20+10.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $27.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $27.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $28.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 221 | $29.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 232 | $30.7K | 0.00% | +94+68.1% | Added |
| Park Square Financial Group, LLC | 238 | $31.4K | 0.14% | −1,280−84.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 244 | $32.3K | 0.00% | +244 | New |
| Financial Perspectives, Inc | 250 | $33.0K | 0.01% | −160−39.0% | Reduced |
| WPG Advisers, LLC | 259 | $34.2K | 0.03% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 265 | $35.0K | 0.01% | −9,866−97.4% | Reduced |
| Rossby Financial, LCC | 263 | $35.4K | 0.01% | +16+6.5% | Added |
| WealthCollab, LLC | 269 | $35.5K | 0.02% | −15−5.3% | Reduced |
| Private Wealth Management Group, LLC | 271 | $35.8K | 0.01% | +200+281.7% | Added |
| Salem Investment Counselors Inc | 285 | $37.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $38.5K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 317 | $41.9K | 0.01% | −73−18.7% | Reduced |
| Concord Wealth Partners | 320 | $42.3K | 0.01% | −956−74.9% | Reduced |
| Rexford Capital Inc | 330 | $43.6K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $44.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 356 | $47.0K | 0.01% | +248+229.6% | Added |
| SJS Investment Consulting Inc. | 396 | $52.3K | 0.01% | +370+1,423.1% | Added |
| Ancora Advisors, LLC | 404 | $53.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 407 | $53.8K | 0.00% | +407 | New |
| Golden State Wealth Management, LLC | 409 | $54.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 410 | $54.2K | 0.01% | −222−35.1% | Reduced |
| Parkside Financial Bank & Trust | 412 | $54.4K | 0.00% | −39−8.6% | Reduced |
| Sentry Investment Management LLC | 431 | $55.0K | 0.04% | −206−32.3% | Reduced |
| Hager Investment Management Services, LLC | 420 | $55.5K | 0.03% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 426 | $56.3K | 0.03% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 434 | $57.3K | 0.00% | −19−4.2% | Reduced |
| Arlington Trust Co LLC | 440 | $58.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 450 | $59.0K | 0.00% | −919−67.1% | Reduced |
| Oakworth Capital, Inc. | 465 | $61.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 468 | $62.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 477 | $63.0K | 0.03% | +49+11.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 496 | $65.6K | 0.01% | −48−8.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 500 | $66.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 503 | $66.5K | 0.00% | +317+170.4% | Added |
| AllSquare Wealth Management LLC | 516 | $68.2K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 519 | $68.6K | 0.00% | +519 | New |
| Steigerwald, Gordon & Koch Inc. | 563 | $74.4K | 0.01% | +563 | New |
| REAP Financial Group, LLC | 569 | $75.2K | 0.02% | +36+6.8% | Added |
| Onefund, LLC | 572 | $75.6K | 0.05% | +19+3.4% | Added |
| Cromwell Holdings LLC | 580 | $76.8K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 589 | $78.0K | 0.00% | +40+7.3% | Added |
| Hazlett, Burt & Watson, Inc. | 601 | $79.0K | 0.03% | +525+690.8% | Added |
| Rothschild Investment LLC | 598 | $79.0K | 0.00% | +11+1.9% | Added |
| Sarver Vrooman Wealth Advisors | 624 | $82.4K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 628 | $83.0K | 0.02% | −306−32.8% | Reduced |
| CVA Family Office, LLC | 635 | $83.9K | 0.01% | −1−0.2% | Reduced |
| Peoples Financial Services Corp. | 638 | $84.3K | 0.04% | +638 | New |
| General Partner, Inc. | 718 | $94.9K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 754 | $99.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 804 | $106.2K | 0.07% | +217+37.0% | Added |
| Adirondack Trust Co | 815 | $107.7K | 0.04% | −7−0.9% | Reduced |
| Pandora Wealth, Inc. | 857 | $113.2K | 0.07% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 851 | $113.3K | 0.00% | +140+19.7% | Added |
| MAI Capital Management | 868 | $114.7K | 0.00% | −141−14.0% | Reduced |
| CNB Bank | 879 | $116.1K | 0.05% | +660+301.4% | Added |
| Essential Partners LLC | 903 | $119.3K | 0.04% | +895+11,187.5% | Added |
| Bay Harbor Wealth Management, LLC | 955 | $126.4K | 0.03% | +20+2.1% | Added |
| Johnson Financial Group, Inc. | 964 | $127.6K | 0.00% | +355+58.3% | Added |
| Private Trust Co NA | 999 | $132.0K | 0.01% | −6−0.6% | Reduced |
| Leonteq Securities AG | 1,012 | $133.7K | 0.01% | −4,542−81.8% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $139.8K | 0.09% | 00.0% | Unchanged |