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 |
|---|---|---|---|---|---|
| Onefund, LLC | 603 | $70.7K | 0.04% | +31+5.4% | Added |
| CVA Family Office, LLC | 635 | $74.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 635 | $74.6K | 0.00% | −329−34.1% | Reduced |
| Peoples Financial Services Corp. | 638 | $74.8K | 0.03% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 653 | $76.6K | 0.02% | −473−42.0% | Reduced |
| Prosperity Bancshares Inc | 684 | $80.2K | 0.07% | +684 | New |
| General Partner, Inc. | 718 | $84.2K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 742 | $87.0K | 0.01% | +114+18.2% | Added |
| Private Trust Co NA | 753 | $88.3K | 0.01% | −246−24.6% | Reduced |
| Grove Bank & Trust | 802 | $94.0K | 0.01% | +48+6.4% | Added |
| Adirondack Trust Co | 815 | $95.6K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 814 | $96.0K | 0.05% | −688−45.8% | Reduced |
| Raiffeisen Bank International AG | 851 | $100.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 866 | $101.6K | 0.02% | +297+52.2% | Added |
| CNB Bank | 868 | $101.8K | 0.04% | −11−1.3% | Reduced |
| Parkside Financial Bank & Trust | 870 | $102.0K | 0.01% | +458+111.2% | Added |
| Bay Harbor Wealth Management, LLC | 879 | $103.3K | 0.03% | −76−8.0% | Reduced |
| Essential Partners LLC | 953 | $111.8K | 0.03% | +50+5.5% | Added |
| Hazlett, Burt & Watson, Inc. | 1,001 | $119.0K | 0.04% | +400+66.6% | Added |
| Basecamp Wealth Advisors LLC | 1,020 | $119.6K | 0.03% | +1,020 | New |
| MAI Capital Management | 1,036 | $121.5K | 0.00% | +168+19.4% | Added |
| Millstone Evans Group, LLC | 1,058 | $124.1K | 0.07% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,105 | $129.6K | 0.00% | +1,105 | New |
| Keating Financial Advisory Services, Inc. | 1,212 | $142.1K | 0.02% | +1,212 | New |
| EverSource Wealth Advisors, LLC | 1,245 | $146.0K | 0.01% | +38+3.1% | Added |
| Massmutual Trust Co FSB | 1,285 | $150.7K | 0.00% | +10+0.8% | Added |
| TD Waterhouse Canada Inc. | 1,357 | $159.1K | 0.00% | +221+19.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,397 | $163.8K | 0.02% | +1,397 | New |
| Bryn Mawr Trust Co | 1,424 | $167.0K | 0.00% | −123−8.0% | Reduced |
| Fulcrum Asset Management LLP | 1,416 | $167.3K | 0.05% | −25−1.7% | Reduced |
| Peterson Wealth Services | 1,448 | $169.8K | 0.04% | +1,268+704.4% | Added |
| Cohen & Steers, Inc. | 1,463 | $172.0K | 0.00% | −112,203−98.7% | Reduced |
| Bokf, NA | 1,477 | $173.2K | 0.00% | −24−1.6% | Reduced |
| Wellington-Altus USA Inc. | 1,495 | $175.3K | 0.13% | +1,495 | New |
| Whittier Trust Co of Nevada Inc | 1,500 | $181.7K | 0.00% | +1,500 | New |
| Harbour Investments, Inc. | 1,590 | $186.4K | 0.00% | −260−14.1% | Reduced |
| Key Financial Inc | 1,604 | $188.1K | 0.03% | 00.0% | Unchanged |
| SG Trading Solutions, LLC | 1,726 | $202.0K | 0.05% | +1,726 | New |
| BBR Partners, LLC | 1,738 | $203.8K | 0.01% | +50+3.0% | Added |
| Summit Financial, LLC | 1,741 | $204.6K | 0.00% | −247−12.4% | Reduced |
| Sagewood Asset Management LP | 1,746 | $204.7K | 0.07% | +1,746 | New |
| Fisher Asset Management, LLC | 1,746 | $204.8K | 0.00% | +1,746 | New |
| Dorsey & Whitney Trust CO LLC | 1,753 | $205.6K | 0.01% | +1,753 | New |
| Badgley Phelps Wealth Managers, LLC | 1,754 | $206.1K | 0.00% | +1,754 | New |
| Kovack Advisors, Inc. | 1,760 | $206.3K | 0.01% | +1,760 | New |
| Teza Capital Management LLC | 1,762 | $206.6K | 0.67% | +1,762 | New |
| VisionPoint Advisory Group, LLC | 1,794 | $210.4K | 0.04% | +68+3.9% | Added |
| Ameritas Investment Partners, Inc. | 1,798 | $210.8K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,816 | $212.9K | 0.03% | −345−16.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,816 | $212.9K | 0.00% | +39+2.2% | Added |
| Wayfinding Financial, LLC | 1,839 | $216.0K | 0.09% | +191+11.6% | Added |
| Symmetry Partners, LLC | 1,850 | $217.0K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 1,867 | $218.9K | 0.11% | +1,867 | New |
| SmartHarvest Portfolios, LLC | 1,869 | $219.2K | 0.08% | +1,869 | New |
| National Asset Management, Inc. | 1,877 | $220.1K | 0.01% | −353−15.8% | Reduced |
| Harbor Asset Planning, Inc. | 1,886 | $221.2K | 0.19% | 00.0% | Unchanged |
| Waystone Advisors LLC | 1,892 | $221.9K | 0.19% | +1,892 | New |
| Cigna Investments Inc | 1,916 | $224.0K | 0.03% | −60−3.0% | Reduced |
| NorthRock Partners, LLC | 1,925 | $224.8K | 0.00% | −1,950−50.3% | Reduced |
| Three Seasons Wealth, LLC | 1,927 | $226.5K | 0.02% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,928 | $226.6K | 0.01% | −163−7.8% | Reduced |
| Graetz Wealth LLC | 1,945 | $228.0K | 0.21% | +1,945 | New |
| Ashton Thomas Private Wealth, LLC | 1,950 | $229.2K | 0.01% | +1,950 | New |
| Franchise GP Ltd | 1,960 | $229.8K | 0.27% | +1,960 | New |
| Stokes Family Office, LLC | 1,985 | $232.7K | 0.02% | +1,985 | New |
| Premier Path Wealth Partners, LLC | 1,993 | $233.7K | 0.03% | +103+5.4% | Added |
| Stonehaven Wealth & Tax Solutions, LLC | 2,000 | $234.5K | 0.21% | −69−3.3% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,000 | $234.5K | 0.12% | +2,000 | New |
| Prime Capital Investment Advisors, LLC | 2,004 | $235.0K | 0.00% | +2,004 | New |
| Stratos Wealth Advisors, LLC | 2,018 | $236.7K | 0.01% | −75−3.6% | Reduced |
| Juncture Wealth Strategies, LLC | 2,019 | $236.7K | 0.08% | 00.0% | Unchanged |
| Second Line Capital, LLC | 2,045 | $240.3K | 0.05% | +113+5.8% | Added |
| Ignite Planners, LLC | 1,929 | $241.3K | 0.04% | +289+17.6% | Added |
| Nilsine Partners, LLC | 2,061 | $241.7K | 0.02% | +247+13.6% | Added |
| Roman Butler Fullerton & Co | 1,894 | $242.0K | 0.06% | +178+10.4% | Added |
| Omnia Family Wealth, LLC | 2,065 | $242.7K | 0.07% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 2,074 | $243.2K | 0.00% | −67−3.1% | Reduced |
| Edmp, Inc. | 2,091 | $245.2K | 0.20% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,100 | $246.2K | 0.07% | −5−0.2% | Reduced |
| AMG National Trust Bank | 2,121 | $248.7K | 0.01% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 2,129 | $249.7K | 0.01% | −7,576−78.1% | Reduced |
| Red Door Wealth Management, LLC | 2,130 | $249.8K | 0.03% | +10.0% | Added |
| Hancock Whitney Corp | 2,130 | $249.8K | 0.00% | −65−3.0% | Reduced |
| Integrated Wealth Concepts LLC | 2,139 | $250.8K | 0.00% | −1,355−38.8% | Reduced |
| Smithfield Trust Co | 2,145 | $251.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 2,145 | $251.5K | 0.03% | −28−1.3% | Reduced |
| Smartleaf Asset Management LLC | 2,133 | $252.0K | 0.01% | +114+5.6% | Added |
| Clark Capital Management Group, Inc. | 2,155 | $252.7K | 0.00% | −642,887−99.7% | Reduced |
| Guardian Wealth Advisors, LLC | 2,158 | $253.1K | 0.02% | +42+2.0% | Added |
| Apella Capital, LLC | 2,168 | $254.2K | 0.01% | +5+0.2% | Added |
| Opal Wealth Advisors, LLC | 2,169 | $254.3K | 0.07% | +99+4.8% | Added |
| Riversedge Advisors, LLC | 2,199 | $257.9K | 0.04% | +316+16.8% | Added |
| Pallas Capital Advisors LLC | 2,205 | $258.6K | 0.01% | +12+0.5% | Added |
| State of Wyoming | 2,213 | $259.5K | 0.03% | +2,213 | New |
| Providence Capital Advisors, LLC | 2,241 | $262.8K | 0.04% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 2,242 | $262.9K | 0.01% | +2,242 | New |
| First Eagle Investment Management, LLC | 2,259 | $264.9K | 0.00% | −655−22.5% | Reduced |
| Capital Analysts, LLC | 2,280 | $267.0K | 0.01% | −54−2.3% | Reduced |
| Myriad Asset Management US LP | 2,289 | $268.4K | 0.45% | −6,537−74.1% | Reduced |
| Trust Asset Management LLC | 2,292 | $268.8K | 0.02% | −90−3.8% | Reduced |