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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Westfuller Advisors, LLC | 71 | $8.40K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 72 | $8.44K | 0.01% | +72 | New |
| Rossby Financial, LCC | 74 | $8.68K | 0.00% | −189−71.9% | Reduced |
| Armstrong Advisory Group, Inc | 74 | $8.68K | 0.00% | −52−41.3% | Reduced |
| Rakuten Securities, Inc. | 76 | $8.91K | 0.00% | +15+24.6% | Added |
| Financial Management Professionals, Inc. | 76 | $8.93K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 79 | $9.26K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 80 | $9.38K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 81 | $9.50K | 0.00% | +81 | New |
| SJS Investment Consulting Inc. | 82 | $9.62K | 0.00% | −314−79.3% | Reduced |
| Washington Trust Advisors, Inc. | 87 | $10.2K | 0.00% | +45+107.1% | Added |
| New Millennium Group LLC | 88 | $10.3K | 0.00% | −1−1.1% | Reduced |
| Meeder Asset Management Inc | 91 | $10.7K | 0.00% | −66−42.0% | Reduced |
| Arlington Trust Co LLC | 92 | $10.8K | 0.00% | −348−79.1% | Reduced |
| Atlantic Trust, LLC | 93 | $10.9K | 0.00% | −45−32.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 95 | $11.1K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 101 | $11.8K | 0.00% | −4−3.8% | Reduced |
| Aspect Partners, LLC | 102 | $12.0K | 0.01% | +4+4.1% | Added |
| HHM Wealth Advisors, LLC | 106 | $12.4K | 0.00% | −35−24.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 106 | $12.4K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 110 | $12.9K | 0.01% | +110 | New |
| Laurel Wealth Advisors LLC | 111 | $13.0K | 0.00% | +111 | New |
| Moisand Fitzgerald Tamayo, LLC | 113 | $13.3K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 120 | $14.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 120 | $14.1K | 0.00% | +90+300.0% | Added |
| CDKV Holdings LLC | 121 | $14.2K | 0.01% | +121 | New |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $14.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 125 | $14.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 126 | $15.0K | 0.00% | +4+3.3% | Added |
| Swiss Re Ltd | 128 | $15.0K | 0.00% | +128 | New |
| Richardson Financial Services Inc. | 130 | $15.2K | 0.01% | −674−83.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 133 | $15.5K | 0.01% | −1−0.7% | Reduced |
| Valued Wealth Advisors LLC | 139 | $16.4K | 0.01% | +7+5.3% | Added |
| Farmers & Merchants Investments Inc | 140 | $16.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 142 | $17.0K | 0.00% | +76+115.2% | Added |
| Byrne Asset Management LLC | 150 | $17.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 154 | $18.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 158 | $18.5K | 0.00% | −47−22.9% | Reduced |
| Addison Advisors LLC | 158 | $18.5K | 0.00% | −1−0.6% | Reduced |
| United Financial Planning Group LLC | 168 | $19.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 169 | $19.8K | 0.01% | −90−34.7% | Reduced |
| Fortitude Family Office, LLC | 173 | $20.3K | 0.00% | −4−2.3% | Reduced |
| Bell Investment Advisors, Inc | 186 | $21.8K | 0.00% | −4−2.1% | Reduced |
| Country Trust Bank | 187 | $21.9K | 0.00% | 00.0% | Unchanged |
| Reflection Asset Management | 193 | $22.6K | 0.02% | +193 | New |
| Costello Asset Management, INC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 200 | $23.5K | 0.01% | +200 | New |
| ORG Partners LLC | 205 | $24.0K | 0.00% | +143+230.6% | Added |
| Darwin Advisors, LLC | 206 | $24.2K | 0.01% | −59−22.3% | Reduced |
| Community Bank, N.A. | 210 | $24.6K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $24.6K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 211 | $24.7K | 0.02% | −2,935−93.3% | Reduced |
| Concord Wealth Partners | 221 | $25.9K | 0.00% | −99−30.9% | Reduced |
| LRI Investments, LLC | 221 | $25.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $29.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $30.1K | 0.00% | +45+21.2% | Added |
| Rachor Investment Advisory Services, LLC | 266 | $31.1K | 0.02% | +266 | New |
| WealthCollab, LLC | 269 | $31.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 271 | $31.8K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 273 | $32.0K | 0.01% | +273 | New |
| Strategic Wealth Partners, Ltd. | 275 | $32.2K | 0.00% | +43+18.5% | Added |
| Park Square Financial Group, LLC | 303 | $33.0K | 0.20% | +65+27.3% | Added |
| Lloyd Advisory Services, LLC. | 283 | $33.2K | 0.01% | +283 | New |
| Whittier Trust Co | 280 | $33.9K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 290 | $34.0K | 0.01% | −1,785−86.0% | Reduced |
| Wellington Grp LLC | 299 | $35.1K | 0.01% | +299 | New |
| Security National Bank | 317 | $37.2K | 0.01% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 320 | $37.6K | 0.04% | +320 | New |
| Rexford Capital Inc | 330 | $38.7K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 334 | $39.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 336 | $39.4K | 0.01% | −20−5.6% | Reduced |
| Beacon Financial Strategies CORP | 340 | $39.9K | 0.02% | +340 | New |
| Elyxium Wealth, LLC | 349 | $40.9K | 0.01% | +349 | New |
| Strive Financial Group ,LLC | 358 | $42.0K | 0.02% | +358 | New |
| Sarver Vrooman Wealth Advisors | 389 | $45.6K | 0.03% | −235−37.7% | Reduced |
| Park Place Capital Corp | 394 | $46.2K | 0.01% | −16−3.9% | Reduced |
| Sfam, LLC | 400 | $46.9K | 0.04% | +400 | New |
| Transamerica Financial Advisors, Inc. | 423 | $49.7K | 0.00% | +179+73.4% | Added |
| Longview Financial Advisors LLC | 426 | $50.0K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 431 | $51.0K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 460 | $54.0K | 0.03% | +460 | New |
| Oakworth Capital, Inc. | 465 | $54.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 468 | $55.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 477 | $55.9K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 477 | $55.9K | 0.00% | +70+17.2% | Added |
| Golden State Wealth Management, LLC | 484 | $56.8K | 0.01% | +75+18.3% | Added |
| Hager Investment Management Services, LLC | 487 | $57.1K | 0.03% | +67+16.0% | Added |
| Wilkerson Advisory Group LLC | 499 | $58.5K | 0.02% | +499 | New |
| Plante Moran Financial Advisors, LLC | 500 | $58.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 504 | $59.0K | 0.00% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 546 | $64.2K | 0.01% | +50+10.1% | Added |
| Pandora Wealth, Inc. | 557 | $65.3K | 0.04% | −300−35.0% | Reduced |
| International Assets Investment Management, LLC | 5,517 | $65.6K | 0.00% | +5,517 | New |
| Steigerwald, Gordon & Koch Inc. | 563 | $66.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 580 | $68.2K | 0.04% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 556 | $68.5K | 0.01% | +474+578.0% | Added |
| Ancora Advisors, LLC | 587 | $68.8K | 0.00% | +183+45.3% | Added |
| Bartlett & Co. Wealth Management LLC | 589 | $69.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 594 | $69.6K | 0.00% | −4−0.7% | Reduced |