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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 2,505 | $331.0K | 0.01% | −2,775−52.6% | Reduced |
| Leavell Investment Management, Inc. | 2,503 | $331.3K | 0.01% | +243+10.8% | Added |
| Wealthcare Advisory Partners LLC | 2,522 | $333.2K | 0.01% | +4+0.2% | Added |
| Quest Partners LLC | 2,525 | $333.6K | 0.02% | +1,872+286.7% | Added |
| Everett Harris & Co | 2,527 | $333.9K | 0.00% | −500−16.5% | Reduced |
| Greenleaf Trust | 2,551 | $337.1K | 0.00% | −116−4.3% | Reduced |
| BAM Wealth Management, LLC | 2,573 | $340.0K | 0.26% | +2,573 | New |
| Centaurus Financial, Inc. | 2,571 | $340.0K | 0.02% | +20+0.8% | Added |
| Perigon Wealth Management, LLC | 2,580 | $341.0K | 0.01% | −16−0.6% | Reduced |
| CX Institutional | 2,582 | $341.0K | 0.01% | +251+10.8% | Added |
| Voya Financial Advisors, Inc. | 2,586 | $344.3K | 0.03% | −16−0.6% | Reduced |
| LVW Advisors, LLC | 2,627 | $347.1K | 0.04% | −2,543−49.2% | Reduced |
| Exencial Wealth Advisors, LLC | 2,648 | $349.9K | 0.01% | +203+8.3% | Added |
| Phoenix Holdings Ltd. | 2,683 | $354.9K | 0.00% | +2,683 | New |
| 1858 Wealth Management, LLC | 2,687 | $355.0K | 0.25% | −150−5.3% | Reduced |
| Dynamic Advisor Solutions LLC | 2,699 | $356.6K | 0.01% | −116−4.1% | Reduced |
| Freestone Capital Holdings, LLC | 2,707 | $357.7K | 0.01% | +2,707 | New |
| Transcend Wealth Collective, LLC | 2,724 | $359.9K | 0.03% | +49+1.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,733 | $361.1K | 0.01% | +455+20.0% | Added |
| Renasant Bank | 2,747 | $363.0K | 0.23% | −81−2.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,778 | $367.1K | 0.03% | +2,778 | New |
| Argent Trust Co | 2,787 | $368.2K | 0.01% | −18−0.6% | Reduced |
| Siemens Fonds Invest GmbH | 2,789 | $368.5K | 0.02% | −13−0.5% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,698 | $371.3K | 0.11% | +545+25.3% | Added |
| Accurate Wealth Management, LLC | 3,031 | $378.2K | 0.05% | −476−13.6% | Reduced |
| Kestra Investment Management, LLC | 2,884 | $381.1K | 0.01% | −2,390−45.3% | Reduced |
| Quent Capital, LLC | 2,897 | $382.8K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,900 | $383.2K | 0.15% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,900 | $383.2K | 0.01% | +2,900 | New |
| First Eagle Investment Management, LLC | 2,914 | $385.0K | 0.00% | +764+35.5% | Added |
| Horizon Advisory Services, Inc. | 2,936 | $388.0K | 0.20% | −60−2.0% | Reduced |
| Fiduciary Alliance LLC | 2,944 | $389.0K | 0.03% | −5−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 2,960 | $391.1K | 0.01% | −225−7.1% | Reduced |
| Plato Investment Management Ltd | 2,991 | $392.2K | 0.03% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,974 | $393.0K | 0.07% | +376+14.5% | Added |
| Fiduciary Trust Co | 3,013 | $398.1K | 0.00% | +81+2.8% | Added |
| Parallel Advisors, LLC | 3,016 | $398.6K | 0.01% | +10+0.3% | Added |
| Moors & Cabot, Inc. | 3,037 | $401.3K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 3,040 | $401.7K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,154 | $408.8K | 0.02% | +105+3.4% | Added |
| Mediolanum International Funds Ltd | 3,076 | $409.5K | 0.00% | −6,723−68.6% | Reduced |
| CSS LLC | 3,120 | $412.2K | 0.02% | −2,360−43.1% | Reduced |
| Evergreen Capital Management LLC | 3,126 | $413.5K | 0.01% | +251+8.7% | Added |
| Caitlin John, LLC | 3,146 | $415.6K | 0.29% | −14−0.4% | Reduced |
| First Horizon Corp | 3,147 | $415.8K | 0.02% | +3,147 | New |
| Menard Financial Group LLC | 3,178 | $419.9K | 0.28% | −2,065−39.4% | Reduced |
| Nautilus Advisors LLC | 3,195 | $422.2K | 0.28% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,200 | $422.8K | 0.10% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,200 | $422.8K | 0.06% | +3,200 | New |
| Voleon Capital Management LP | 3,222 | $425.7K | 0.01% | +3,222 | New |
| Eads & Heald Wealth Management | 3,242 | $428.0K | 0.20% | −35−1.1% | Reduced |
| Capital Investment Advisors, LLC | 3,270 | $432.0K | 0.01% | +45+1.4% | Added |
| Profund Advisors LLC | 3,278 | $433.1K | 0.01% | −485−12.9% | Reduced |
| Advisors Capital Management, LLC | 3,279 | $433.3K | 0.01% | −145−4.2% | Reduced |
| KMG Fiduciary Partners, LLC | 3,311 | $437.4K | 0.03% | −11−0.3% | Reduced |
| Alps Advisors Inc | 3,330 | $440.0K | 0.00% | +3,330 | New |
| Ossiam | 3,347 | $442.2K | 0.01% | +1,469+78.2% | Added |
| Global Retirement Partners, LLC | 3,348 | $442.3K | 0.01% | +137+4.3% | Added |
| Scotia Capital Inc. | 3,361 | $444.1K | 0.00% | −71−2.1% | Reduced |
| Quantbot Technologies LP | 3,363 | $444.4K | 0.01% | −18,464−84.6% | Reduced |
| Planned Solutions, Inc. | 3,375 | $445.9K | 0.15% | −142−4.0% | Reduced |
| Midwest Trust Co | 3,380 | $446.6K | 0.01% | −180−5.1% | Reduced |
| Patten Group, Inc. | 3,382 | $446.9K | 0.09% | +313+10.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,386 | $447.4K | 0.02% | −39−1.1% | Reduced |
| Central Trust Co | 3,393 | $448.3K | 0.01% | −1,191−26.0% | Reduced |
| Baader Bank INC | 3,421 | $448.9K | 0.04% | +3,421 | New |
| Exchange Traded Concepts, LLC | 3,416 | $451.4K | 0.00% | −7,669−69.2% | Reduced |
| Smith, Salley & Associates | 3,449 | $455.7K | 0.02% | −120−3.4% | Reduced |
| Waterloo Capital, L.P. | 3,452 | $456.2K | 0.03% | +234+7.3% | Added |
| Richard W. Paul & Associates, LLC | 3,464 | $457.6K | 0.16% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,476 | $459.2K | 0.00% | −30−0.9% | Reduced |
| Cresset Asset Management, LLC | 3,486 | $461.3K | 0.00% | +413+13.4% | Added |
| TD Private Client Wealth LLC | 3,493 | $461.5K | 0.01% | +325+10.3% | Added |
| Integrated Wealth Concepts LLC | 3,494 | $461.6K | 0.00% | +630+22.0% | Added |
| Modern Wealth Management, LLC | 3,506 | $463.3K | 0.01% | +873+33.2% | Added |
| Csenge Advisory Group | 3,544 | $468.3K | 0.02% | −2,041−36.5% | Reduced |
| Interchange Capital Partners, LLC | 3,560 | $470.1K | 0.09% | +1,577+79.5% | Added |
| D'Orazio & Associates, Inc. | 3,579 | $472.9K | 0.06% | −172−4.6% | Reduced |
| Whalen Wealth Management Inc. | 3,597 | $475.3K | 0.28% | −6,138−63.1% | Reduced |
| Ballentine Partners, LLC | 3,608 | $476.7K | 0.01% | −22−0.6% | Reduced |
| HRT Financial LP | 3,676 | $485.0K | 0.00% | +3,676 | New |
| GeoWealth Management, LLC | 3,700 | $488.9K | 0.02% | +394+11.9% | Added |
| Clark Financial Services Group Inc | 3,706 | $489.7K | 0.26% | +528+16.6% | Added |
| Raleigh Capital Management Inc. | 3,707 | $489.8K | 0.19% | −151−3.9% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,711 | $490.3K | 0.03% | +3,711 | New |
| IFP Advisors, Inc | 3,725 | $492.2K | 0.01% | −863−18.8% | Reduced |
| Hilltop Holdings Inc. | 3,729 | $492.7K | 0.03% | +1,482+66.0% | Added |
| Peapack Gladstone Financial Corp | 3,731 | $493.0K | 0.01% | +195+5.5% | Added |
| J.W. Cole Advisors, Inc. | 3,763 | $497.2K | 0.01% | +140+3.9% | Added |
| Umpqua Bank | 3,992 | $497.7K | 0.14% | +363+10.0% | Added |
| MUFG Securities EMEA plc | 3,776 | $498.9K | 0.01% | +3,180+533.6% | Added |
| Glen Eagle Advisors, LLC | 3,827 | $505.7K | 0.07% | +260+7.3% | Added |
| Community Bank & Trust, Waco, Texas | 3,830 | $506.0K | 0.10% | −8−0.2% | Reduced |
| Sagespring Wealth Partners, LLC | 3,833 | $506.5K | 0.01% | +324+9.2% | Added |
| Jain Global LLC | 3,851 | $508.8K | 0.01% | −2,147−35.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $510.4K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,867 | $511.0K | 0.03% | −16−0.4% | Reduced |
| Harbor Capital Advisors, Inc. | 3,878 | $512.0K | 0.04% | −356−8.4% | Reduced |
| NorthRock Partners, LLC | 3,875 | $512.1K | 0.01% | +501+14.8% | Added |
| HighPoint Advisor Group LLC | 3,876 | $512.1K | 0.02% | −99−2.5% | Reduced |