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Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Pultegroup Inc as of Dec 31, 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
1,034
+70 vs. Q3 2025
Shares held
178.8M
−309.4K (−0.2%) vs. Q3 2025
Total value
$21.0B
−$2.70B (−11.4%) vs. Q3 2025
New holders
166
344 more added
Sold out
96
371 more reduced

23 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,034 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2025: $21.0B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2025.

Institutions holding PHM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc1$640.00%00.0%Unchanged
Davis Capital Management1$1170.00%−1−50.0%Reduced
WestEnd Advisors, LLC2$2350.00%−2−50.0%Reduced
Ameriflex Group, Inc.2$2350.00%−2−50.0%Reduced
DecisionPoint Financial, LLC2$2350.00%00.0%Unchanged
Quaker Wealth Management, LLC2$2350.00%00.0%Unchanged
Redwood Park Advisors LLC2$2350.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC2$2350.00%00.0%Unchanged
Arcadia Investment Management Corp2$2350.00%+2New
Sunbelt Securities, Inc.3$3520.00%+3New
NorthAvenue LLC3$3520.00%+3New
Cape Investment Advisory, Inc.3$3560.00%+3New
Wealth Enhancement Trust Services, Inc.4$4690.00%+4New
Networth Advisors, LLC4$4690.00%+4New
Breakwater Investment Management4$4700.00%00.0%Unchanged
Optima Capital LLC4$4700.00%+4New
NVWM, LLC5$5860.00%00.0%Unchanged
Signature Resources Capital Management, LLC5$5860.00%+5New
Aventura Private Wealth, LLC5$5860.00%+5New
Sachetta, LLC5$5870.00%00.0%Unchanged
Raffa Wealth Management, LLC6$7040.00%−11−64.7%Reduced
Seneschal Advisors, LLC6$7040.00%00.0%Unchanged
JNBA Financial Advisors6$7040.00%+6New
Greenline Wealth Management LLC6$7040.00%+6New
Kingdom Financial Group LLC.6$7090.00%+6New
Highline Wealth Partners LLC7$8210.00%00.0%Unchanged
American Capital Advisory, LLC7$8210.00%+2+40.0%Added
Anfield Capital Management, LLC8$9380.00%00.0%Unchanged
Picton Mahoney Asset Management8$9380.00%00.0%Unchanged
Triumph Capital Management8$9380.00%+8New
Kilter Group LLC10$1.17K0.00%−9−47.4%Reduced
Atlantic Private Wealth, LLC10$1.17K0.00%+10New
BankPlus Trust Department11$1.29K0.00%00.0%Unchanged
HFM Investment Advisors, LLC11$1.29K0.00%+1+10.0%Added
Cedar Mountain Advisors, LLC12$1.41K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC13$1.52K0.00%+2+18.2%Added
Crewe Advisors LLC13$1.52K0.00%+13New
McGuire Capital Advisors Inc14$1.64K0.00%+14New
Hughes Financial Services, LLC16$1.88K0.00%+1+6.7%Added
Dunhill Financial, LLC18$2.10K0.00%+2+12.5%Added
IAG Wealth Partners, LLC20$2.30K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC20$2.35K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$2.35K0.00%+20New
McMillan Office, Inc.21$2.46K0.00%+21New
Asset Dedication, LLC21$2.46K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.22$2.58K0.00%00.0%Unchanged
Rialto Wealth Management, LLC22$2.58K0.00%+1+4.8%Added
Trust Co of Vermont23$2.70K0.00%+14+155.6%Added
Pension & Wealth Management Advisors, Inc.24$2.81K0.00%+10+71.4%Added
Gilpin Wealth Management, LLC25$2.93K0.00%+25New
Turning Point Benefit Group, Inc.28$3.28K0.00%+14+100.0%Added
DAGCO, Inc.29$3.40K0.00%00.0%Unchanged
South State Corp.30$3.52K0.00%00.0%Unchanged
TFC Financial Management31$3.64K0.00%00.0%Unchanged
Heritage Wealth Advisors32$3.75K0.00%00.0%Unchanged
North Star Investment Management Corp.32$3.75K0.00%+27+540.0%Added
Motiv8 Investments LLC34$4.00K0.00%+34New
Private Wealth Asset Management, LLC35$4.10K0.00%00.0%Unchanged
Financial Consulate, Inc35$4.11K0.00%−10−22.2%Reduced
E Fund Management (Hong Kong) Co., Ltd.34$4.32K0.00%+34New
Clayton Financial Group LLC37$4.34K0.00%+37New
Geneos Wealth Management Inc.38$4.46K0.00%−39−50.6%Reduced
First Command Advisory Services, Inc.39$4.57K0.00%+39New
Spire Wealth Management40$4.68K0.00%+23+135.3%Added
Gleason Group, Inc.40$4.69K0.00%+40New
Nemes Rush Group LLC40$4.69K0.00%+40New
Luken Investment Analytics, LLC41$4.81K0.00%+41New
Howard Hughes Medical Institute42$4.92K0.00%−1−2.3%Reduced
Cornerstone Financial Management LLC42$4.92K0.00%+42New
Chilton Capital Management LLC43$5.04K0.00%00.0%Unchanged
IMA Wealth, Inc.43$5.05K0.00%+39+975.0%Added
S&T Bank44$5.16K0.00%−50−53.2%Reduced
Kozak & Associates, Inc.41$5.37K0.00%00.0%Unchanged
SBI Securities Co., Ltd.46$5.39K0.00%−55−54.5%Reduced
Manning & Napier Advisors LLC48$5.67K0.00%+48New
DiNuzzo Private Wealth, Inc.49$5.75K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC49$5.76K0.00%+5+11.4%Added
Global Wealth Strategies & Associates50$5.86K0.00%−7−12.3%Reduced
Abound Wealth Management50$5.86K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC50$5.88K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$6.10K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC53$6.23K0.00%00.0%Unchanged
Red Tortoise LLC54$6.33K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.55$6.45K0.00%00.0%Unchanged
Dogwood Wealth Management LLC56$6.57K0.00%−12−17.6%Reduced
Frazier Financial Advisors, LLC59$6.92K0.00%00.0%Unchanged
Ogorek Anthony Joseph65$7.00K0.00%+12+22.6%Added
Hollencrest Capital Management60$7.04K0.00%00.0%Unchanged
Stone House Investment Management, LLC62$7.27K0.00%+62New
MV Capital Management, Inc.64$7.50K0.00%00.0%Unchanged
Strategic Advocates LLC64$7.57K0.00%00.0%Unchanged
Kerr Financial Planning Corp58$7.83K0.01%00.0%Unchanged
High Note Wealth, LLC67$7.86K0.00%+6+9.8%Added
UMA Financial Services, Inc.68$7.97K0.00%+6+9.7%Added
Westside Investment Management, Inc.67$7.98K0.00%00.0%Unchanged
Avion Wealth72$8.00K0.00%−5−6.5%Reduced
Caldwell Sutter Capital, Inc.69$8.09K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC69$8.09K0.00%+57+475.0%Added
Navalign, LLC70$8.21K0.00%+70New
POM Investment Strategies, LLC72$8.39K0.00%+72New