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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 2,270 | $300.0K | 0.01% | −2,641−53.8% | Reduced |
| Stephens Inc | 2,270 | $299.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,264 | $299.2K | 0.02% | +2,264 | New |
| Providence Capital Advisors, LLC | 2,241 | $296.1K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,230 | $294.7K | 0.01% | −17−0.8% | Reduced |
| Paradigm Financial Partners, LLC | 2,218 | $293.1K | 0.03% | −404−15.4% | Reduced |
| Hancock Whitney Corp | 2,195 | $290.0K | 0.01% | −49−2.2% | Reduced |
| Pallas Capital Advisors LLC | 2,193 | $289.8K | 0.01% | +8+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,184 | $288.6K | 0.00% | −25−1.1% | Reduced |
| Colonial Trust Co | 2,173 | $287.1K | 0.04% | −23−1.0% | Reduced |
| Patton Fund Management, Inc. | 2,161 | $285.5K | 0.05% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,145 | $285.0K | 0.01% | −192−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 2,141 | $282.9K | 0.00% | +241+12.7% | Added |
| Optas, LLC | 2,130 | $281.4K | 0.05% | +2,130 | New |
| Red Door Wealth Management, LLC | 2,129 | $281.3K | 0.03% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,121 | $280.2K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,116 | $279.6K | 0.02% | −18−0.8% | Reduced |
| Fortem Financial Group, LLC | 2,105 | $278.2K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 2,091 | $276.7K | 0.01% | +2,091 | New |
| Stratos Wealth Advisors, LLC | 2,093 | $276.6K | 0.01% | −19−0.9% | Reduced |
| Edmp, Inc. | 2,091 | $276.3K | 0.22% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,075 | $274.2K | 0.09% | +653+45.9% | Added |
| Opal Wealth Advisors, LLC | 2,070 | $273.5K | 0.08% | +25+1.2% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 2,069 | $273.4K | 0.25% | −85−3.9% | Reduced |
| Omnia Family Wealth, LLC | 2,065 | $273.3K | 0.09% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 2,035 | $268.9K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,019 | $268.8K | 0.02% | +739+57.7% | Added |
| Apella Capital, LLC | 2,163 | $267.9K | 0.01% | +87+4.2% | Added |
| Juncture Wealth Strategies, LLC | 2,019 | $266.8K | 0.09% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2,016 | $266.4K | 0.01% | −599−22.9% | Reduced |
| Summit Financial, LLC | 1,988 | $262.7K | 0.00% | +1,988 | New |
| Cigna Investments Inc | 1,976 | $262.0K | 0.04% | 00.0% | Unchanged |
| CFC Planning Co LLC | 1,978 | $261.4K | 0.22% | −355−15.2% | Reduced |
| Clearstead Advisors, LLC | 1,971 | $260.4K | 0.00% | +10+0.5% | Added |
| Kera Capital Partners, Inc. | 1,969 | $260.2K | 0.04% | +1,969 | New |
| Second Line Capital, LLC | 1,932 | $255.7K | 0.05% | −76−3.8% | Reduced |
| Westpac Banking Corp | 1,934 | $255.5K | 0.02% | +772+66.4% | Added |
| Three Seasons Wealth, LLC | 1,927 | $255.0K | 0.03% | −1,877−49.3% | Reduced |
| HBK Sorce Advisory LLC | 2,024 | $252.4K | 0.01% | +2,024 | New |
| Skopos Labs, Inc. | 2,375 | $250.6K | 0.03% | −61−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 1,890 | $249.7K | 0.03% | +1,890 | New |
| Harbor Asset Planning, Inc. | 1,886 | $249.2K | 0.22% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,883 | $248.8K | 0.04% | +1,883 | New |
| Personal Cfo Solutions, LLC | 1,871 | $247.2K | 0.04% | +1,871 | New |
| PFG Investments, LLC | 1,852 | $244.7K | 0.01% | +1,852 | New |
| Harbour Investments, Inc. | 1,850 | $244.4K | 0.01% | −38−2.0% | Reduced |
| Symmetry Partners, LLC | 1,850 | $244.4K | 0.03% | +1,850 | New |
| Nilsine Partners, LLC | 1,814 | $239.7K | 0.02% | −1,264−41.1% | Reduced |
| Ameritas Investment Partners, Inc. | 1,798 | $237.6K | 0.01% | −94−5.0% | Reduced |
| Hemington Wealth Management | 1,796 | $237.0K | 0.03% | +45+2.6% | Added |
| Resonant Capital Advisors, LLC | 1,790 | $236.9K | 0.01% | +1,790 | New |
| Bristlecone Advisors, LLC | 1,792 | $236.8K | 0.02% | +1,792 | New |
| Ronald Blue Trust, Inc. | 1,777 | $234.8K | 0.00% | +62+3.6% | Added |
| Financial Advocates Investment Management | 1,754 | $231.8K | 0.13% | +1,754 | New |
| NDVR, Inc. | 1,743 | $230.3K | 0.19% | +1,743 | New |
| VisionPoint Advisory Group, LLC | 1,726 | $228.1K | 0.05% | +1,726 | New |
| South Street Advisors LLC | 1,700 | $224.6K | 0.03% | +1,700 | New |
| BBR Partners, LLC | 1,688 | $223.0K | 0.01% | +1,688 | New |
| Wayfinding Financial, LLC | 1,648 | $218.0K | 0.09% | +1,648 | New |
| Mather Group, LLC. | 1,649 | $217.9K | 0.00% | +1,649 | New |
| Naples Global Advisors, LLC | 1,643 | $217.5K | 0.02% | +1,643 | New |
| Ignite Planners, LLC | 1,640 | $216.7K | 0.04% | +1,640 | New |
| Franchise Capital Ltd | 1,640 | $216.7K | 0.09% | +340+26.2% | Added |
| Key Financial Inc | 1,604 | $215.6K | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 1,601 | $211.5K | 0.00% | +1,601 | New |
| Commerzbank Aktiengesellschaft | 1,594 | $211.0K | 0.00% | +1,594 | New |
| Mayflower Financial Advisors, LLC | 1,590 | $210.1K | 0.03% | +1,590 | New |
| Evolution Wealth Advisors, LLC | 1,563 | $206.5K | 0.03% | +1,563 | New |
| Paragon Capital Management Ltd | 1,560 | $206.1K | 0.04% | +1,560 | New |
| von Borstel & Associates, Inc. | 1,721 | $206.0K | 0.03% | +1,721 | New |
| Flagship Harbor Advisors, LLC | 1,558 | $205.9K | 0.01% | +1,558 | New |
| FourThought Financial Partners, LLC | 1,552 | $205.1K | 0.02% | +1,552 | New |
| Bryn Mawr Trust Co | 1,547 | $204.4K | 0.00% | −95−5.8% | Reduced |
| Roman Butler Fullerton & Co | 1,716 | $202.8K | 0.05% | −80−4.5% | Reduced |
| Fielder Capital Group LLC | 1,533 | $202.5K | 0.05% | +1,533 | New |
| NewEdge Wealth, LLC | 1,690 | $201.9K | 0.00% | +1,690 | New |
| FDx Advisors, Inc. | 1,679 | $201.0K | 0.06% | +1,679 | New |
| Bokf, NA | 1,501 | $198.3K | 0.00% | +29+2.0% | Added |
| Covestor Ltd | 1,502 | $198.0K | 0.11% | +151+11.2% | Added |
| Peterson Wealth Services | 180 | $191.3K | 0.05% | −1,206−87.0% | Reduced |
| Fulcrum Asset Management LLP | 1,441 | $190.4K | 0.05% | −25−1.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,352 | $178.9K | 0.01% | −94,200−98.6% | Reduced |
| Massmutual Trust Co FSB | 1,275 | $168.5K | 0.00% | +3+0.2% | Added |
| Hantz Financial Services, Inc. | 1,256 | $166.0K | 0.00% | +334+36.2% | Added |
| EverSource Wealth Advisors, LLC | 1,207 | $159.5K | 0.01% | −5−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,136 | $152.8K | 0.00% | +684+151.3% | Added |
| Measured Wealth Private Client Group, LLC | 1,126 | $148.8K | 0.04% | −1,097−49.3% | Reduced |
| Millstone Evans Group, LLC | 1,058 | $139.8K | 0.09% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,012 | $133.7K | 0.01% | −4,542−81.8% | Reduced |
| Private Trust Co NA | 999 | $132.0K | 0.01% | −6−0.6% | Reduced |
| Johnson Financial Group, Inc. | 964 | $127.6K | 0.00% | +355+58.3% | Added |
| Bay Harbor Wealth Management, LLC | 955 | $126.4K | 0.03% | +20+2.1% | Added |
| Essential Partners LLC | 903 | $119.3K | 0.04% | +895+11,187.5% | Added |
| CNB Bank | 879 | $116.1K | 0.05% | +660+301.4% | Added |
| MAI Capital Management | 868 | $114.7K | 0.00% | −141−14.0% | Reduced |
| Raiffeisen Bank International AG | 851 | $113.3K | 0.00% | +140+19.7% | Added |
| Pandora Wealth, Inc. | 857 | $113.2K | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 815 | $107.7K | 0.04% | −7−0.9% | Reduced |
| Richardson Financial Services Inc. | 804 | $106.2K | 0.07% | +217+37.0% | Added |
| Grove Bank & Trust | 754 | $99.6K | 0.01% | 00.0% | Unchanged |