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 |
|---|---|---|---|---|---|
| Measured Wealth Private Client Group, LLC | 1,126 | $148.8K | 0.04% | −1,097−49.3% | Reduced |
| TD Waterhouse Canada Inc. | 1,136 | $152.8K | 0.00% | +684+151.3% | Added |
| EverSource Wealth Advisors, LLC | 1,207 | $159.5K | 0.01% | −5−0.4% | Reduced |
| Hantz Financial Services, Inc. | 1,256 | $166.0K | 0.00% | +334+36.2% | Added |
| Massmutual Trust Co FSB | 1,275 | $168.5K | 0.00% | +3+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,352 | $178.9K | 0.01% | −94,200−98.6% | Reduced |
| Fulcrum Asset Management LLP | 1,441 | $190.4K | 0.05% | −25−1.7% | Reduced |
| Peterson Wealth Services | 180 | $191.3K | 0.05% | −1,206−87.0% | Reduced |
| Covestor Ltd | 1,502 | $198.0K | 0.11% | +151+11.2% | Added |
| Bokf, NA | 1,501 | $198.3K | 0.00% | +29+2.0% | Added |
| FDx Advisors, Inc. | 1,679 | $201.0K | 0.06% | +1,679 | New |
| NewEdge Wealth, LLC | 1,690 | $201.9K | 0.00% | +1,690 | New |
| Fielder Capital Group LLC | 1,533 | $202.5K | 0.05% | +1,533 | New |
| Roman Butler Fullerton & Co | 1,716 | $202.8K | 0.05% | −80−4.5% | Reduced |
| Bryn Mawr Trust Co | 1,547 | $204.4K | 0.00% | −95−5.8% | Reduced |
| FourThought Financial Partners, LLC | 1,552 | $205.1K | 0.02% | +1,552 | New |
| Flagship Harbor Advisors, LLC | 1,558 | $205.9K | 0.01% | +1,558 | New |
| von Borstel & Associates, Inc. | 1,721 | $206.0K | 0.03% | +1,721 | New |
| Paragon Capital Management Ltd | 1,560 | $206.1K | 0.04% | +1,560 | New |
| Evolution Wealth Advisors, LLC | 1,563 | $206.5K | 0.03% | +1,563 | New |
| Mayflower Financial Advisors, LLC | 1,590 | $210.1K | 0.03% | +1,590 | New |
| Commerzbank Aktiengesellschaft | 1,594 | $211.0K | 0.00% | +1,594 | New |
| Banco Santander, S.A. | 1,601 | $211.5K | 0.00% | +1,601 | New |
| Key Financial Inc | 1,604 | $215.6K | 0.04% | 00.0% | Unchanged |
| Franchise Capital Ltd | 1,640 | $216.7K | 0.09% | +340+26.2% | Added |
| Ignite Planners, LLC | 1,640 | $216.7K | 0.04% | +1,640 | New |
| Naples Global Advisors, LLC | 1,643 | $217.5K | 0.02% | +1,643 | New |
| Mather Group, LLC. | 1,649 | $217.9K | 0.00% | +1,649 | New |
| Wayfinding Financial, LLC | 1,648 | $218.0K | 0.09% | +1,648 | New |
| BBR Partners, LLC | 1,688 | $223.0K | 0.01% | +1,688 | New |
| South Street Advisors LLC | 1,700 | $224.6K | 0.03% | +1,700 | New |
| VisionPoint Advisory Group, LLC | 1,726 | $228.1K | 0.05% | +1,726 | New |
| NDVR, Inc. | 1,743 | $230.3K | 0.19% | +1,743 | New |
| Financial Advocates Investment Management | 1,754 | $231.8K | 0.13% | +1,754 | New |
| Ronald Blue Trust, Inc. | 1,777 | $234.8K | 0.00% | +62+3.6% | Added |
| Bristlecone Advisors, LLC | 1,792 | $236.8K | 0.02% | +1,792 | New |
| Resonant Capital Advisors, LLC | 1,790 | $236.9K | 0.01% | +1,790 | New |
| Hemington Wealth Management | 1,796 | $237.0K | 0.03% | +45+2.6% | Added |
| Ameritas Investment Partners, Inc. | 1,798 | $237.6K | 0.01% | −94−5.0% | Reduced |
| Nilsine Partners, LLC | 1,814 | $239.7K | 0.02% | −1,264−41.1% | Reduced |
| Symmetry Partners, LLC | 1,850 | $244.4K | 0.03% | +1,850 | New |
| Harbour Investments, Inc. | 1,850 | $244.4K | 0.01% | −38−2.0% | Reduced |
| PFG Investments, LLC | 1,852 | $244.7K | 0.01% | +1,852 | New |
| Personal Cfo Solutions, LLC | 1,871 | $247.2K | 0.04% | +1,871 | New |
| Riversedge Advisors, LLC | 1,883 | $248.8K | 0.04% | +1,883 | New |
| Harbor Asset Planning, Inc. | 1,886 | $249.2K | 0.22% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,890 | $249.7K | 0.03% | +1,890 | New |
| Skopos Labs, Inc. | 2,375 | $250.6K | 0.03% | −61−2.5% | Reduced |
| HBK Sorce Advisory LLC | 2,024 | $252.4K | 0.01% | +2,024 | New |
| Three Seasons Wealth, LLC | 1,927 | $255.0K | 0.03% | −1,877−49.3% | Reduced |
| Westpac Banking Corp | 1,934 | $255.5K | 0.02% | +772+66.4% | Added |
| Second Line Capital, LLC | 1,932 | $255.7K | 0.05% | −76−3.8% | Reduced |
| Kera Capital Partners, Inc. | 1,969 | $260.2K | 0.04% | +1,969 | New |
| Clearstead Advisors, LLC | 1,971 | $260.4K | 0.00% | +10+0.5% | Added |
| CFC Planning Co LLC | 1,978 | $261.4K | 0.22% | −355−15.2% | Reduced |
| Cigna Investments Inc | 1,976 | $262.0K | 0.04% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,988 | $262.7K | 0.00% | +1,988 | New |
| Parallax Volatility Advisers, L.P. | 2,016 | $266.4K | 0.01% | −599−22.9% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $266.8K | 0.09% | 00.0% | Unchanged |
| Apella Capital, LLC | 2,163 | $267.9K | 0.01% | +87+4.2% | Added |
| Smartleaf Asset Management LLC | 2,019 | $268.8K | 0.02% | +739+57.7% | Added |
| Moody National Bank Trust Division | 2,035 | $268.9K | 0.02% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 2,065 | $273.3K | 0.09% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 2,069 | $273.4K | 0.25% | −85−3.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,070 | $273.5K | 0.08% | +25+1.2% | Added |
| Clear Street Markets LLC | 2,075 | $274.2K | 0.09% | +653+45.9% | Added |
| Edmp, Inc. | 2,091 | $276.3K | 0.22% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,093 | $276.6K | 0.01% | −19−0.9% | Reduced |
| AlphaCore Capital LLC | 2,091 | $276.7K | 0.01% | +2,091 | New |
| Fortem Financial Group, LLC | 2,105 | $278.2K | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,116 | $279.6K | 0.02% | −18−0.8% | Reduced |
| AMG National Trust Bank | 2,121 | $280.2K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,129 | $281.3K | 0.03% | 00.0% | Unchanged |
| Optas, LLC | 2,130 | $281.4K | 0.05% | +2,130 | New |
| Stratos Wealth Partners, LTD. | 2,141 | $282.9K | 0.00% | +241+12.7% | Added |
| Smithfield Trust Co | 2,145 | $285.0K | 0.01% | −192−8.2% | Reduced |
| Patton Fund Management, Inc. | 2,161 | $285.5K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 2,173 | $287.1K | 0.04% | −23−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,184 | $288.6K | 0.00% | −25−1.1% | Reduced |
| Pallas Capital Advisors LLC | 2,193 | $289.8K | 0.01% | +8+0.4% | Added |
| Hancock Whitney Corp | 2,195 | $290.0K | 0.01% | −49−2.2% | Reduced |
| Paradigm Financial Partners, LLC | 2,218 | $293.1K | 0.03% | −404−15.4% | Reduced |
| National Asset Management, Inc. | 2,230 | $294.7K | 0.01% | −17−0.8% | Reduced |
| Providence Capital Advisors, LLC | 2,241 | $296.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,264 | $299.2K | 0.02% | +2,264 | New |
| Stephens Inc | 2,270 | $299.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,270 | $300.0K | 0.01% | −2,641−53.8% | Reduced |
| Independent Financial Group, LLC | 2,306 | $304.7K | 0.01% | +73+3.3% | Added |
| CWM Advisors, LLC | 2,309 | $305.1K | 0.03% | −368−13.7% | Reduced |
| Capital Analysts, LLC | 2,334 | $308.0K | 0.01% | −16−0.7% | Reduced |
| Hudson Bay Capital Management LP | 2,335 | $308.5K | 0.00% | −949−28.9% | Reduced |
| Foundations Investment Advisors, LLC | 2,369 | $313.1K | 0.00% | +203+9.4% | Added |
| Diversified Trust Co | 2,380 | $314.5K | 0.01% | +103+4.5% | Added |
| Trust Asset Management LLC | 2,382 | $314.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,385 | $315.1K | 0.04% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,391 | $315.9K | 0.02% | −100−4.0% | Reduced |
| Portside Wealth Group, LLC | 2,463 | $325.4K | 0.05% | +179+7.8% | Added |
| SC&H Financial Advisors, Inc. | 2,480 | $327.7K | 0.05% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,488 | $328.8K | 0.14% | 00.0% | Unchanged |
| Washington Trust Bank | 2,500 | $330.3K | 0.02% | 00.0% | Unchanged |