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 |
|---|---|---|---|---|---|
| Colonial River Wealth Management, LLC | 3,912 | $516.9K | 0.19% | −144−3.6% | Reduced |
| Legal Advantage Investments, Inc. | 3,920 | $518.0K | 0.23% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,923 | $518.3K | 0.08% | +3,923 | New |
| SkyOak Wealth, LLC | 3,942 | $520.9K | 0.10% | +47+1.2% | Added |
| Mystic Asset Management, Inc. | 3,950 | $521.9K | 0.12% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,958 | $523.4K | 0.16% | +821+26.2% | Added |
| Tectonic Advisors LLC | 3,965 | $523.9K | 0.03% | −13−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $528.5K | 0.42% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 4,035 | $533.1K | 0.04% | −1,061−20.8% | Reduced |
| Tema ETFs LLC | 4,051 | $535.3K | 0.04% | +4,051 | New |
| M.E. Allison & Co., Inc. | 4,074 | $538.3K | 0.37% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,080 | $539.1K | 0.00% | +441+12.1% | Added |
| Allium Financial Advisors, LLC | 4,106 | $542.5K | 0.45% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 4,126 | $545.2K | 0.13% | +501+13.8% | Added |
| AdvisorShares Investments LLC | 4,128 | $545.4K | 0.09% | +4,128 | New |
| Cynosure Management, LLC | 4,133 | $546.1K | 0.06% | 00.0% | Unchanged |
| TFB Advisors LLC | 4,469 | $558.1K | 0.16% | −2,793−38.5% | Reduced |
| Ci Investments Inc. | 4,258 | $563.0K | 0.00% | +113+2.7% | Added |
| Harvest Fund Management Co., Ltd | 4,265 | $564.0K | 0.02% | +4,265 | New |
| Pensionmark Financial Group, LLC | 4,280 | $565.5K | 0.01% | +295+7.4% | Added |
| Callan Family Office, LLC | 4,302 | $568.4K | 0.02% | −113−2.6% | Reduced |
| Prudential PLC | 4,316 | $570.3K | 0.00% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,394 | $580.6K | 0.04% | +1,582+56.3% | Added |
| Schwartz Investment Counsel Inc | 4,398 | $581.1K | 0.02% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,439 | $587.5K | 0.07% | +9+0.2% | Added |
| Lido Advisors, LLC | 4,497 | $595.3K | 0.00% | −4,030−47.3% | Reduced |
| Quantum Private Wealth, LLC | 4,513 | $596.3K | 0.17% | +1,000+28.5% | Added |
| GAMMA Investing LLC | 4,526 | $598.0K | 0.03% | +1,507+49.9% | Added |
| Everence Capital Management Inc | 4,530 | $599.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,574 | $604.4K | 0.09% | −295−6.1% | Reduced |
| Aldebaran Financial Inc. | 4,585 | $605.8K | 0.61% | −115−2.4% | Reduced |
| Old National Bancorp | 4,609 | $609.0K | 0.01% | +683+17.4% | Added |
| One Wealth Advisors, LLC | 4,611 | $609.3K | 0.08% | −89−1.9% | Reduced |
| Strategic Investment Advisors | 4,614 | $609.6K | 0.05% | −346−7.0% | Reduced |
| HB Wealth Management, LLC | 4,638 | $612.9K | 0.00% | +566+13.9% | Added |
| Belpointe Asset Management LLC | 4,680 | $618.4K | 0.02% | +67+1.5% | Added |
| Keebeck Wealth Management, LLC | 4,796 | $634.8K | 0.08% | +194+4.2% | Added |
| Wetherby Asset Management Inc | 4,808 | $635.3K | 0.03% | +292+6.5% | Added |
| Forum Financial Management, LP | 4,822 | $637.1K | 0.01% | +590+13.9% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $638.1K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 4,843 | $639.9K | 0.20% | +906+23.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,852 | $642.2K | 0.23% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,886 | $645.5K | 0.07% | +791+19.3% | Added |
| Apollon Wealth Management, LLC | 4,895 | $646.8K | 0.01% | +858+21.3% | Added |
| Equitable Holdings, Inc. | 4,921 | $650.2K | 0.00% | +1,795+57.4% | Added |
| Quadrant Capital Group LLC | 4,938 | $652.5K | 0.02% | +4+0.1% | Added |
| Kingsview Wealth Management, LLC | 4,975 | $657.3K | 0.01% | −84,380−94.4% | Reduced |
| Corient IA LLC | 5,000 | $660.6K | 0.49% | 00.0% | Unchanged |
| Inceptionr LLC | 5,021 | $663.4K | 0.16% | +758+17.8% | Added |
| Intrust Bank NA | 5,035 | $665.3K | 0.06% | +592+13.3% | Added |
| Kingswood Wealth Advisors, LLC | 5,065 | $669.2K | 0.04% | +5,065 | New |
| Versant Capital Management, Inc | 5,078 | $671.0K | 0.09% | +567+12.6% | Added |
| Atomi Financial Group, Inc. | 5,099 | $673.7K | 0.02% | +935+22.5% | Added |
| Kesler, Norman & Wride, LLC | 6,192 | $674.5K | 0.13% | −1,798−22.5% | Reduced |
| Johnson Investment Counsel Inc | 5,114 | $675.7K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,132 | $678.1K | 0.02% | +1,104+27.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $683.6K | 0.05% | −372−6.7% | Reduced |
| Snowden Capital Advisors LLC | 5,179 | $685.4K | 0.02% | +404+8.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,226 | $690.5K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5,229 | $690.9K | 0.00% | +841+19.2% | Added |
| Tocqueville Asset Management L.P. | 5,258 | $694.7K | 0.01% | +52+1.0% | Added |
| NBC Securities, Inc. | 5,265 | $695.7K | 0.05% | −100−1.9% | Reduced |
| MUFG Securities Americas Inc. | 5,321 | $703.1K | 0.05% | +879+19.8% | Added |
| National Wealth Management Group, LLC | 5,334 | $704.8K | 0.27% | +5,334 | New |
| Monument Capital Management | 5,339 | $705.4K | 0.18% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 5,372 | $709.8K | 0.48% | −2,076−27.9% | Reduced |
| Moloney Securities Asset Management, LLC | 5,391 | $712.3K | 0.08% | −676−11.1% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $713.5K | 0.32% | 00.0% | Unchanged |
| Intech Investment Management LLC | 5,422 | $716.4K | 0.01% | −761−12.3% | Reduced |
| Wahed Invest LLC | 5,463 | $721.8K | 0.10% | +33+0.6% | Added |
| Brookstone Capital Management | 5,476 | $723.5K | 0.01% | +3,224+143.2% | Added |
| Chicago Partners Investment Group LLC | 6,016 | $726.4K | 0.02% | +2,151+55.7% | Added |
| Anchor Investment Management, LLC | 5,531 | $730.8K | 0.06% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,560 | $734.7K | 0.10% | +9+0.2% | Added |
| Citizens Financial Group Inc | 5,628 | $744.9K | 0.01% | +5,628 | New |
| Duncan Williams Asset Management, LLC | 5,667 | $748.8K | 0.21% | −3,135−35.6% | Reduced |
| Meeder Advisory Services, Inc. | 5,871 | $775.7K | 0.04% | +428+7.9% | Added |
| Jones Financial Companies LLLP | 5,916 | $775.8K | 0.00% | +467+8.6% | Added |
| Fox Run Management, L.L.C. | 5,878 | $776.7K | 0.12% | −1,990−25.3% | Reduced |
| Norden Group LLC | 5,990 | $791.5K | 0.08% | +2,151+56.0% | Added |
| Montgomery Investment Management Inc | 6,000 | $792.8K | 0.28% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,034 | $796.0K | 0.01% | +12+0.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,061 | $800.8K | 0.02% | −443−6.8% | Reduced |
| Cooper Financial Group | 6,073 | $802.4K | 0.09% | −624−9.3% | Reduced |
| JT Stratford LLC | 6,103 | $806.4K | 0.11% | −4,341−41.6% | Reduced |
| Coldstream Capital Management Inc | 6,115 | $808.0K | 0.01% | +1,293+26.8% | Added |
| Engineers Gate Manager LP | 6,122 | $808.9K | 0.01% | +6,122 | New |
| denkapparat Operations GmbH | 6,130 | $810.0K | 0.52% | −1,276−17.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,272 | $828.7K | 0.00% | −2,765−30.6% | Reduced |
| Concurrent Investment Advisors, LLC | 6,286 | $830.5K | 0.01% | −362−5.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,288 | $830.8K | 0.01% | −106−1.7% | Reduced |
| Morningstar Investment Management LLC | 6,319 | $835.0K | 0.03% | +6,319 | New |
| Baker Avenue Asset Management, LP | 6,410 | $847.0K | 0.02% | +2,133+49.9% | Added |
| Everhart Financial Group, Inc. | 6,462 | $853.8K | 0.09% | +1,028+18.9% | Added |
| Canada Post Corp Registered Pension Plan | 6,523 | $868.5K | 0.04% | +3,400+108.9% | Added |
| Independent Advisor Alliance | 6,624 | $875.3K | 0.02% | +210+3.3% | Added |
| Bank of Hawaii | 6,657 | $879.6K | 0.04% | +62+0.9% | Added |
| Metis Global Partners, LLC | 6,722 | $888.2K | 0.02% | −4,320−39.1% | Reduced |
| Wellington Management Group LLP | 6,751 | $892.0K | 0.00% | +709+11.7% | Added |
| Formidable Asset Management, LLC | 7,324 | $904.5K | 0.14% | +869+13.5% | Added |