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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 3,729 | $492.7K | 0.03% | +1,482+66.0% | Added |
| IFP Advisors, Inc | 3,725 | $492.2K | 0.01% | −863−18.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 3,711 | $490.3K | 0.03% | +3,711 | New |
| Raleigh Capital Management Inc. | 3,707 | $489.8K | 0.19% | −151−3.9% | Reduced |
| Clark Financial Services Group Inc | 3,706 | $489.7K | 0.26% | +528+16.6% | Added |
| GeoWealth Management, LLC | 3,700 | $488.9K | 0.02% | +394+11.9% | Added |
| HRT Financial LP | 3,676 | $485.0K | 0.00% | +3,676 | New |
| Ballentine Partners, LLC | 3,608 | $476.7K | 0.01% | −22−0.6% | Reduced |
| Whalen Wealth Management Inc. | 3,597 | $475.3K | 0.28% | −6,138−63.1% | Reduced |
| D'Orazio & Associates, Inc. | 3,579 | $472.9K | 0.06% | −172−4.6% | Reduced |
| Interchange Capital Partners, LLC | 3,560 | $470.1K | 0.09% | +1,577+79.5% | Added |
| Csenge Advisory Group | 3,544 | $468.3K | 0.02% | −2,041−36.5% | Reduced |
| Modern Wealth Management, LLC | 3,506 | $463.3K | 0.01% | +873+33.2% | Added |
| Integrated Wealth Concepts LLC | 3,494 | $461.6K | 0.00% | +630+22.0% | Added |
| TD Private Client Wealth LLC | 3,493 | $461.5K | 0.01% | +325+10.3% | Added |
| Cresset Asset Management, LLC | 3,486 | $461.3K | 0.00% | +413+13.4% | Added |
| Resources Investment Advisors, LLC. | 3,476 | $459.2K | 0.00% | −30−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 3,464 | $457.6K | 0.16% | −5−0.1% | Reduced |
| Waterloo Capital, L.P. | 3,452 | $456.2K | 0.03% | +234+7.3% | Added |
| Smith, Salley & Associates | 3,449 | $455.7K | 0.02% | −120−3.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,416 | $451.4K | 0.00% | −7,669−69.2% | Reduced |
| Baader Bank INC | 3,421 | $448.9K | 0.04% | +3,421 | New |
| Central Trust Co | 3,393 | $448.3K | 0.01% | −1,191−26.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,386 | $447.4K | 0.02% | −39−1.1% | Reduced |
| Patten Group, Inc. | 3,382 | $446.9K | 0.09% | +313+10.2% | Added |
| Midwest Trust Co | 3,380 | $446.6K | 0.01% | −180−5.1% | Reduced |
| Planned Solutions, Inc. | 3,375 | $445.9K | 0.15% | −142−4.0% | Reduced |
| Quantbot Technologies LP | 3,363 | $444.4K | 0.01% | −18,464−84.6% | Reduced |
| Scotia Capital Inc. | 3,361 | $444.1K | 0.00% | −71−2.1% | Reduced |
| Global Retirement Partners, LLC | 3,348 | $442.3K | 0.01% | +137+4.3% | Added |
| Ossiam | 3,347 | $442.2K | 0.01% | +1,469+78.2% | Added |
| Alps Advisors Inc | 3,330 | $440.0K | 0.00% | +3,330 | New |
| KMG Fiduciary Partners, LLC | 3,311 | $437.4K | 0.03% | −11−0.3% | Reduced |
| Advisors Capital Management, LLC | 3,279 | $433.3K | 0.01% | −145−4.2% | Reduced |
| Profund Advisors LLC | 3,278 | $433.1K | 0.01% | −485−12.9% | Reduced |
| Capital Investment Advisors, LLC | 3,270 | $432.0K | 0.01% | +45+1.4% | Added |
| Eads & Heald Wealth Management | 3,242 | $428.0K | 0.20% | −35−1.1% | Reduced |
| Voleon Capital Management LP | 3,222 | $425.7K | 0.01% | +3,222 | New |
| 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 |
| Nautilus Advisors LLC | 3,195 | $422.2K | 0.28% | 00.0% | Unchanged |
| Menard Financial Group LLC | 3,178 | $419.9K | 0.28% | −2,065−39.4% | Reduced |
| First Horizon Corp | 3,147 | $415.8K | 0.02% | +3,147 | New |
| Caitlin John, LLC | 3,146 | $415.6K | 0.29% | −14−0.4% | Reduced |
| Evergreen Capital Management LLC | 3,126 | $413.5K | 0.01% | +251+8.7% | Added |
| CSS LLC | 3,120 | $412.2K | 0.02% | −2,360−43.1% | Reduced |
| Mediolanum International Funds Ltd | 3,076 | $409.5K | 0.00% | −6,723−68.6% | Reduced |
| Wedmont Private Capital | 3,154 | $408.8K | 0.02% | +105+3.4% | Added |
| Allianz SE | 3,040 | $401.7K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,037 | $401.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,016 | $398.6K | 0.01% | +10+0.3% | Added |
| Fiduciary Trust Co | 3,013 | $398.1K | 0.00% | +81+2.8% | Added |
| Golden State Equity Partners | 2,974 | $393.0K | 0.07% | +376+14.5% | Added |
| Plato Investment Management Ltd | 2,991 | $392.2K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 2,960 | $391.1K | 0.01% | −225−7.1% | Reduced |
| Fiduciary Alliance LLC | 2,944 | $389.0K | 0.03% | −5−0.2% | Reduced |
| Horizon Advisory Services, Inc. | 2,936 | $388.0K | 0.20% | −60−2.0% | Reduced |
| First Eagle Investment Management, LLC | 2,914 | $385.0K | 0.00% | +764+35.5% | Added |
| Optimum Investment Advisors | 2,900 | $383.2K | 0.15% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,900 | $383.2K | 0.01% | +2,900 | New |
| Quent Capital, LLC | 2,897 | $382.8K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,884 | $381.1K | 0.01% | −2,390−45.3% | Reduced |
| Accurate Wealth Management, LLC | 3,031 | $378.2K | 0.05% | −476−13.6% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,698 | $371.3K | 0.11% | +545+25.3% | Added |
| Siemens Fonds Invest GmbH | 2,789 | $368.5K | 0.02% | −13−0.5% | Reduced |
| Argent Trust Co | 2,787 | $368.2K | 0.01% | −18−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,778 | $367.1K | 0.03% | +2,778 | New |
| Renasant Bank | 2,747 | $363.0K | 0.23% | −81−2.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 2,733 | $361.1K | 0.01% | +455+20.0% | Added |
| Transcend Wealth Collective, LLC | 2,724 | $359.9K | 0.03% | +49+1.8% | Added |
| Freestone Capital Holdings, LLC | 2,707 | $357.7K | 0.01% | +2,707 | New |
| Dynamic Advisor Solutions LLC | 2,699 | $356.6K | 0.01% | −116−4.1% | Reduced |
| 1858 Wealth Management, LLC | 2,687 | $355.0K | 0.25% | −150−5.3% | Reduced |
| Phoenix Holdings Ltd. | 2,683 | $354.9K | 0.00% | +2,683 | New |
| Exencial Wealth Advisors, LLC | 2,648 | $349.9K | 0.01% | +203+8.3% | Added |
| LVW Advisors, LLC | 2,627 | $347.1K | 0.04% | −2,543−49.2% | Reduced |
| Voya Financial Advisors, Inc. | 2,586 | $344.3K | 0.03% | −16−0.6% | Reduced |
| CX Institutional | 2,582 | $341.0K | 0.01% | +251+10.8% | Added |
| Perigon Wealth Management, LLC | 2,580 | $341.0K | 0.01% | −16−0.6% | Reduced |
| Centaurus Financial, Inc. | 2,571 | $340.0K | 0.02% | +20+0.8% | Added |
| BAM Wealth Management, LLC | 2,573 | $340.0K | 0.26% | +2,573 | New |
| Greenleaf Trust | 2,551 | $337.1K | 0.00% | −116−4.3% | Reduced |
| Everett Harris & Co | 2,527 | $333.9K | 0.00% | −500−16.5% | Reduced |
| Quest Partners LLC | 2,525 | $333.6K | 0.02% | +1,872+286.7% | Added |
| Wealthcare Advisory Partners LLC | 2,522 | $333.2K | 0.01% | +4+0.2% | Added |
| Leavell Investment Management, Inc. | 2,503 | $331.3K | 0.01% | +243+10.8% | Added |
| Meridian Wealth Management, LLC | 2,505 | $331.0K | 0.01% | −2,775−52.6% | Reduced |
| Washington Trust Bank | 2,500 | $330.3K | 0.02% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 2,488 | $328.8K | 0.14% | 00.0% | Unchanged |
| SC&H Financial Advisors, Inc. | 2,480 | $327.7K | 0.05% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 2,463 | $325.4K | 0.05% | +179+7.8% | Added |
| Cidel Asset Management Inc | 2,391 | $315.9K | 0.02% | −100−4.0% | Reduced |
| Manchester Capital Management LLC | 2,385 | $315.1K | 0.04% | 00.0% | Unchanged |
| Trust Asset Management LLC | 2,382 | $314.7K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 2,380 | $314.5K | 0.01% | +103+4.5% | Added |
| Foundations Investment Advisors, LLC | 2,369 | $313.1K | 0.00% | +203+9.4% | Added |
| Hudson Bay Capital Management LP | 2,335 | $308.5K | 0.00% | −949−28.9% | Reduced |
| Capital Analysts, LLC | 2,334 | $308.0K | 0.01% | −16−0.7% | Reduced |
| CWM Advisors, LLC | 2,309 | $305.1K | 0.03% | −368−13.7% | Reduced |
| Independent Financial Group, LLC | 2,306 | $304.7K | 0.01% | +73+3.3% | Added |