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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 6,122 | $808.9K | 0.01% | +6,122 | New |
| Coldstream Capital Management Inc | 6,115 | $808.0K | 0.01% | +1,293+26.8% | Added |
| JT Stratford LLC | 6,103 | $806.4K | 0.11% | −4,341−41.6% | Reduced |
| Cooper Financial Group | 6,073 | $802.4K | 0.09% | −624−9.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 6,061 | $800.8K | 0.02% | −443−6.8% | Reduced |
| Penserra Capital Management LLC | 6,034 | $796.0K | 0.01% | +12+0.2% | Added |
| Montgomery Investment Management Inc | 6,000 | $792.8K | 0.28% | 00.0% | Unchanged |
| Norden Group LLC | 5,990 | $791.5K | 0.08% | +2,151+56.0% | Added |
| Fox Run Management, L.L.C. | 5,878 | $776.7K | 0.12% | −1,990−25.3% | Reduced |
| Jones Financial Companies LLLP | 5,916 | $775.8K | 0.00% | +467+8.6% | Added |
| Meeder Advisory Services, Inc. | 5,871 | $775.7K | 0.04% | +428+7.9% | Added |
| Duncan Williams Asset Management, LLC | 5,667 | $748.8K | 0.21% | −3,135−35.6% | Reduced |
| Citizens Financial Group Inc | 5,628 | $744.9K | 0.01% | +5,628 | New |
| Liberty Wealth Management LLC | 5,560 | $734.7K | 0.10% | +9+0.2% | Added |
| Anchor Investment Management, LLC | 5,531 | $730.8K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,016 | $726.4K | 0.02% | +2,151+55.7% | Added |
| Brookstone Capital Management | 5,476 | $723.5K | 0.01% | +3,224+143.2% | Added |
| Wahed Invest LLC | 5,463 | $721.8K | 0.10% | +33+0.6% | Added |
| Intech Investment Management LLC | 5,422 | $716.4K | 0.01% | −761−12.3% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $713.5K | 0.32% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 5,391 | $712.3K | 0.08% | −676−11.1% | Reduced |
| Affinity Investment Advisors, LLC | 5,372 | $709.8K | 0.48% | −2,076−27.9% | Reduced |
| Monument Capital Management | 5,339 | $705.4K | 0.18% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 5,334 | $704.8K | 0.27% | +5,334 | New |
| MUFG Securities Americas Inc. | 5,321 | $703.1K | 0.05% | +879+19.8% | Added |
| NBC Securities, Inc. | 5,265 | $695.7K | 0.05% | −100−1.9% | Reduced |
| Tocqueville Asset Management L.P. | 5,258 | $694.7K | 0.01% | +52+1.0% | Added |
| Brown Brothers Harriman & Co | 5,229 | $690.9K | 0.00% | +841+19.2% | Added |
| Beacon Investment Advisory Services, Inc. | 5,226 | $690.5K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,179 | $685.4K | 0.02% | +404+8.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $683.6K | 0.05% | −372−6.7% | Reduced |
| TCG Advisory Services, LLC | 5,132 | $678.1K | 0.02% | +1,104+27.4% | Added |
| Johnson Investment Counsel Inc | 5,114 | $675.7K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 6,192 | $674.5K | 0.13% | −1,798−22.5% | Reduced |
| Atomi Financial Group, Inc. | 5,099 | $673.7K | 0.02% | +935+22.5% | Added |
| Versant Capital Management, Inc | 5,078 | $671.0K | 0.09% | +567+12.6% | Added |
| Kingswood Wealth Advisors, LLC | 5,065 | $669.2K | 0.04% | +5,065 | New |
| Intrust Bank NA | 5,035 | $665.3K | 0.06% | +592+13.3% | Added |
| Inceptionr LLC | 5,021 | $663.4K | 0.16% | +758+17.8% | Added |
| Corient IA LLC | 5,000 | $660.6K | 0.49% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 4,975 | $657.3K | 0.01% | −84,380−94.4% | Reduced |
| Quadrant Capital Group LLC | 4,938 | $652.5K | 0.02% | +4+0.1% | Added |
| Equitable Holdings, Inc. | 4,921 | $650.2K | 0.00% | +1,795+57.4% | Added |
| Apollon Wealth Management, LLC | 4,895 | $646.8K | 0.01% | +858+21.3% | Added |
| Gryphon Financial Partners LLC | 4,886 | $645.5K | 0.07% | +791+19.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,852 | $642.2K | 0.23% | 00.0% | Unchanged |
| United Community Bank | 4,843 | $639.9K | 0.20% | +906+23.0% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $638.1K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,822 | $637.1K | 0.01% | +590+13.9% | Added |
| Wetherby Asset Management Inc | 4,808 | $635.3K | 0.03% | +292+6.5% | Added |
| Keebeck Wealth Management, LLC | 4,796 | $634.8K | 0.08% | +194+4.2% | Added |
| Belpointe Asset Management LLC | 4,680 | $618.4K | 0.02% | +67+1.5% | Added |
| HB Wealth Management, LLC | 4,638 | $612.9K | 0.00% | +566+13.9% | Added |
| Strategic Investment Advisors | 4,614 | $609.6K | 0.05% | −346−7.0% | Reduced |
| One Wealth Advisors, LLC | 4,611 | $609.3K | 0.08% | −89−1.9% | Reduced |
| Old National Bancorp | 4,609 | $609.0K | 0.01% | +683+17.4% | Added |
| Aldebaran Financial Inc. | 4,585 | $605.8K | 0.61% | −115−2.4% | Reduced |
| Ellevest, Inc. | 4,574 | $604.4K | 0.09% | −295−6.1% | Reduced |
| Everence Capital Management Inc | 4,530 | $599.0K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,526 | $598.0K | 0.03% | +1,507+49.9% | Added |
| Quantum Private Wealth, LLC | 4,513 | $596.3K | 0.17% | +1,000+28.5% | Added |
| Lido Advisors, LLC | 4,497 | $595.3K | 0.00% | −4,030−47.3% | Reduced |
| Naviter Wealth, LLC | 4,439 | $587.5K | 0.07% | +9+0.2% | Added |
| Schwartz Investment Counsel Inc | 4,398 | $581.1K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 4,394 | $580.6K | 0.04% | +1,582+56.3% | Added |
| Prudential PLC | 4,316 | $570.3K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 4,302 | $568.4K | 0.02% | −113−2.6% | Reduced |
| Pensionmark Financial Group, LLC | 4,280 | $565.5K | 0.01% | +295+7.4% | Added |
| Harvest Fund Management Co., Ltd | 4,265 | $564.0K | 0.02% | +4,265 | New |
| Ci Investments Inc. | 4,258 | $563.0K | 0.00% | +113+2.7% | Added |
| TFB Advisors LLC | 4,469 | $558.1K | 0.16% | −2,793−38.5% | Reduced |
| Cynosure Management, LLC | 4,133 | $546.1K | 0.06% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,128 | $545.4K | 0.09% | +4,128 | New |
| Advus Financial Partners, LLC | 4,126 | $545.2K | 0.13% | +501+13.8% | Added |
| Allium Financial Advisors, LLC | 4,106 | $542.5K | 0.45% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,080 | $539.1K | 0.00% | +441+12.1% | Added |
| M.E. Allison & Co., Inc. | 4,074 | $538.3K | 0.37% | 00.0% | Unchanged |
| Tema ETFs LLC | 4,051 | $535.3K | 0.04% | +4,051 | New |
| Applied Finance Capital Management, LLC | 4,035 | $533.1K | 0.04% | −1,061−20.8% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $528.5K | 0.42% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,965 | $523.9K | 0.03% | −13−0.3% | Reduced |
| Florida Financial Advisors, LLC | 3,958 | $523.4K | 0.16% | +821+26.2% | Added |
| Mystic Asset Management, Inc. | 3,950 | $521.9K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,942 | $520.9K | 0.10% | +47+1.2% | Added |
| Aigen Investment Management, LP | 3,923 | $518.3K | 0.08% | +3,923 | New |
| Legal Advantage Investments, Inc. | 3,920 | $518.0K | 0.23% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 3,912 | $516.9K | 0.19% | −144−3.6% | Reduced |
| HighPoint Advisor Group LLC | 3,876 | $512.1K | 0.02% | −99−2.5% | Reduced |
| NorthRock Partners, LLC | 3,875 | $512.1K | 0.01% | +501+14.8% | Added |
| Harbor Capital Advisors, Inc. | 3,878 | $512.0K | 0.04% | −356−8.4% | Reduced |
| Rehmann Capital Advisory Group | 3,867 | $511.0K | 0.03% | −16−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $510.4K | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 3,851 | $508.8K | 0.01% | −2,147−35.8% | Reduced |
| Sagespring Wealth Partners, LLC | 3,833 | $506.5K | 0.01% | +324+9.2% | Added |
| Community Bank & Trust, Waco, Texas | 3,830 | $506.0K | 0.10% | −8−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 3,827 | $505.7K | 0.07% | +260+7.3% | Added |
| MUFG Securities EMEA plc | 3,776 | $498.9K | 0.01% | +3,180+533.6% | Added |
| Umpqua Bank | 3,992 | $497.7K | 0.14% | +363+10.0% | Added |
| J.W. Cole Advisors, Inc. | 3,763 | $497.2K | 0.01% | +140+3.9% | Added |
| Peapack Gladstone Financial Corp | 3,731 | $493.0K | 0.01% | +195+5.5% | Added |