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 |
|---|---|---|---|---|---|
| General Partner, Inc. | 718 | $94.9K | 0.05% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 638 | $84.3K | 0.04% | +638 | New |
| CVA Family Office, LLC | 635 | $83.9K | 0.01% | −1−0.2% | Reduced |
| Quarry LP | 628 | $83.0K | 0.02% | −306−32.8% | Reduced |
| Sarver Vrooman Wealth Advisors | 624 | $82.4K | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 598 | $79.0K | 0.00% | +11+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 601 | $79.0K | 0.03% | +525+690.8% | Added |
| Bartlett & Co. Wealth Management LLC | 589 | $78.0K | 0.00% | +40+7.3% | Added |
| Cromwell Holdings LLC | 580 | $76.8K | 0.04% | 00.0% | Unchanged |
| Onefund, LLC | 572 | $75.6K | 0.05% | +19+3.4% | Added |
| REAP Financial Group, LLC | 569 | $75.2K | 0.02% | +36+6.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 563 | $74.4K | 0.01% | +563 | New |
| Wealthspire Advisors, LLC | 519 | $68.6K | 0.00% | +519 | New |
| AllSquare Wealth Management LLC | 516 | $68.2K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 503 | $66.5K | 0.00% | +317+170.4% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $66.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 496 | $65.6K | 0.01% | −48−8.8% | Reduced |
| Deseret Mutual Benefit Administrators | 477 | $63.0K | 0.03% | +49+11.4% | Added |
| Capital Advisors, Ltd. LLC | 468 | $62.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 465 | $61.4K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 450 | $59.0K | 0.00% | −919−67.1% | Reduced |
| Arlington Trust Co LLC | 440 | $58.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 434 | $57.3K | 0.00% | −19−4.2% | Reduced |
| Longview Financial Advisors LLC | 426 | $56.3K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 420 | $55.5K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 431 | $55.0K | 0.04% | −206−32.3% | Reduced |
| Parkside Financial Bank & Trust | 412 | $54.4K | 0.00% | −39−8.6% | Reduced |
| Park Place Capital Corp | 410 | $54.2K | 0.01% | −222−35.1% | Reduced |
| Golden State Wealth Management, LLC | 409 | $54.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 407 | $53.8K | 0.00% | +407 | New |
| Ancora Advisors, LLC | 404 | $53.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 396 | $52.3K | 0.01% | +370+1,423.1% | Added |
| True Wealth Design, LLC | 356 | $47.0K | 0.01% | +248+229.6% | Added |
| DT Investment Partners, LLC | 334 | $44.1K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 330 | $43.6K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 320 | $42.3K | 0.01% | −956−74.9% | Reduced |
| Security National Bank | 317 | $41.9K | 0.01% | −73−18.7% | Reduced |
| Whittier Trust Co | 280 | $38.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $37.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 271 | $35.8K | 0.01% | +200+281.7% | Added |
| WealthCollab, LLC | 269 | $35.5K | 0.02% | −15−5.3% | Reduced |
| Rossby Financial, LCC | 263 | $35.4K | 0.01% | +16+6.5% | Added |
| Darwin Advisors, LLC | 265 | $35.0K | 0.01% | −9,866−97.4% | Reduced |
| WPG Advisers, LLC | 259 | $34.2K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $33.0K | 0.01% | −160−39.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 244 | $32.3K | 0.00% | +244 | New |
| Park Square Financial Group, LLC | 238 | $31.4K | 0.14% | −1,280−84.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 232 | $30.7K | 0.00% | +94+68.1% | Added |
| LRI Investments, LLC | 221 | $29.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $28.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $27.7K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $27.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 205 | $27.0K | 0.00% | +20+10.8% | Added |
| Costello Asset Management, INC | 200 | $26.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $25.1K | 0.00% | −7−3.6% | Reduced |
| Country Trust Bank | 187 | $24.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 177 | $23.4K | 0.01% | +6+3.5% | Added |
| United Financial Planning Group LLC | 168 | $22.2K | 0.01% | +168 | New |
| Rise Advisors, LLC | 166 | $22.0K | 0.01% | +16+10.7% | Added |
| Addison Advisors LLC | 159 | $21.0K | 0.00% | +29+22.3% | Added |
| Meeder Asset Management Inc | 157 | $20.7K | 0.00% | −48−23.4% | Reduced |
| Evelyn Partners Investment Management LLP | 154 | $20.3K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $19.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 146 | $19.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 141 | $18.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 140 | $18.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 138 | $18.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 137 | $18.1K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 134 | $17.6K | 0.02% | −1−0.7% | Reduced |
| Valued Wealth Advisors LLC | 132 | $17.5K | 0.01% | +3+2.3% | Added |
| Armstrong Advisory Group, Inc | 126 | $16.6K | 0.00% | +4+3.3% | Added |
| Strengthening Families & Communities, LLC | 125 | $16.6K | 0.00% | +125 | New |
| Morse Asset Management, Inc | 125 | $16.5K | 0.00% | +5+4.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $16.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 122 | $16.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 120 | $15.9K | 0.00% | +120 | New |
| Crews Bank & Trust | 120 | $15.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $14.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 105 | $13.9K | 0.00% | +4+4.0% | Added |
| SBI Securities Co., Ltd. | 101 | $13.3K | 0.00% | +30+42.3% | Added |
| Aspect Partners, LLC | 98 | $12.9K | 0.01% | +14+16.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 95 | $12.6K | 0.00% | +25+35.7% | Added |
| S&T Bank | 94 | $12.4K | 0.00% | +64+213.3% | Added |
| New Millennium Group LLC | 89 | $11.8K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 89 | $11.8K | 0.01% | +78+709.1% | Added |
| West Oak Capital, LLC | 85 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 79 | $10.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 77 | $10.2K | 0.00% | −2,621−97.1% | Reduced |
| Financial Management Professionals, Inc. | 76 | $10.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 77 | $10.0K | 0.00% | +9+13.2% | Added |
| Westfuller Advisors, LLC | 71 | $9.45K | 0.00% | +71 | New |
| Caldwell Sutter Capital, Inc. | 69 | $9.12K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 66 | $9.08K | 0.00% | +66 | New |
| Westside Investment Management, Inc. | 67 | $9.01K | 0.00% | −150−69.1% | Reduced |
| Dogwood Wealth Management LLC | 68 | $9.00K | 0.00% | +65+2,166.7% | Added |
| MV Capital Management, Inc. | 64 | $8.46K | 0.00% | +2+3.2% | Added |
| TruNorth Capital Management, LLC | 64 | $8.46K | 0.00% | +64 | New |
| Strategic Advocates LLC | 64 | $8.46K | 0.00% | +64 | New |