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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 2,009 | $271.4K | 0.01% | −15−0.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,317 | $271.7K | 0.04% | +446+23.8% | Added |
| Ieq Capital, LLC | 2,340 | $274.4K | 0.00% | +2,340 | New |
| Stephens Inc | 2,350 | $275.6K | 0.00% | +80+3.5% | Added |
| Clearstead Advisors, LLC | 2,359 | $276.6K | 0.00% | +388+19.7% | Added |
| Diversified Trust Co | 2,377 | $278.7K | 0.01% | −3−0.1% | Reduced |
| Centaurus Financial, Inc. | 2,380 | $279.0K | 0.01% | −191−7.4% | Reduced |
| Fiduciary Alliance LLC | 2,386 | $279.8K | 0.02% | −558−19.0% | Reduced |
| Patten Group, Inc. | 2,392 | $280.5K | 0.05% | −990−29.3% | Reduced |
| Exchange Traded Concepts, LLC | 2,396 | $281.0K | 0.00% | −1,020−29.9% | Reduced |
| Manchester Capital Management LLC | 2,427 | $284.6K | 0.04% | +42+1.8% | Added |
| Meridian Wealth Management, LLC | 2,430 | $284.9K | 0.01% | −75−3.0% | Reduced |
| Phoenix Holdings Ltd. | 2,430 | $285.1K | 0.00% | −253−9.4% | Reduced |
| Clearbridge Investments, LLC | 2,437 | $285.8K | 0.00% | −92,804−97.4% | Reduced |
| Wealthcare Advisory Partners LLC | 2,453 | $287.6K | 0.01% | −69−2.7% | Reduced |
| SC&H Financial Advisors, Inc. | 2,480 | $290.8K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 2,482 | $291.0K | 0.00% | −69−2.7% | Reduced |
| Burford Brothers, Inc. | 2,488 | $291.8K | 0.12% | 00.0% | Unchanged |
| Washington Trust Bank | 2,500 | $293.1K | 0.02% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,512 | $294.6K | 0.25% | +2,512 | New |
| Savvy Advisors, Inc. | 2,516 | $295.0K | 0.01% | +2,516 | New |
| Oakmont Advisory Group, LLC | 2,519 | $295.4K | 0.32% | +2,519 | New |
| Aster Capital Management (DIFC) Ltd | 2,521 | $295.6K | 0.13% | −15,272−85.8% | Reduced |
| Everett Harris & Co | 2,527 | $296.3K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 2,524 | $296.6K | 0.01% | +21+0.8% | Added |
| Cidel Asset Management Inc | 2,543 | $298.2K | 0.02% | +152+6.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,544 | $298.3K | 0.01% | −189−6.9% | Reduced |
| Westpac Banking Corp | 2,548 | $298.8K | 0.02% | +614+31.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,578 | $302.3K | 0.00% | +394+18.0% | Added |
| COFG Advisors, LLC | 2,581 | $302.6K | 0.07% | +2,581 | New |
| Voya Financial Advisors, Inc. | 2,562 | $304.1K | 0.03% | −24−0.9% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 2,603 | $305.2K | 0.02% | −175−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 2,666 | $312.6K | 0.01% | +18+0.7% | Added |
| Perigon Wealth Management, LLC | 2,672 | $313.4K | 0.01% | +92+3.6% | Added |
| Florida Financial Advisors, LLC | 2,672 | $313.7K | 0.09% | −1,286−32.5% | Reduced |
| Diversified Enterprises, LLC | 2,678 | $314.0K | 0.02% | +2,678 | New |
| CSS LLC | 2,700 | $316.6K | 0.02% | −420−13.5% | Reduced |
| Renasant Bank | 2,709 | $317.7K | 0.22% | −38−1.4% | Reduced |
| Banque Cantonale Vaudoise | 2,707 | $318.0K | 0.01% | +437+19.3% | Added |
| Freestone Capital Holdings, LLC | 2,714 | $318.3K | 0.01% | +7+0.3% | Added |
| Cornerstone Wealth Group, LLC | 2,717 | $318.6K | 0.02% | +453+20.0% | Added |
| Hantz Financial Services, Inc. | 2,742 | $322.0K | 0.00% | +1,486+118.3% | Added |
| Transcend Wealth Collective, LLC | 2,750 | $322.5K | 0.03% | +26+1.0% | Added |
| Virtu Financial LLC | 2,756 | $323.0K | 0.01% | +2,756 | New |
| Argent Trust Co | 2,770 | $324.8K | 0.01% | −17−0.6% | Reduced |
| Horizon Advisory Services, Inc. | 2,772 | $325.1K | 0.16% | −164−5.6% | Reduced |
| Profund Advisors LLC | 2,773 | $325.2K | 0.01% | −505−15.4% | Reduced |
| Wilian Securities, LLC | 2,785 | $326.6K | 0.35% | +2,785 | New |
| Portside Wealth Group, LLC | 2,794 | $327.6K | 0.04% | +331+13.4% | Added |
| MQS Management LLC | 2,871 | $336.7K | 0.20% | +2,871 | New |
| CX Institutional | 2,897 | $340.0K | 0.01% | +315+12.2% | Added |
| PEAK6 LLC | 2,904 | $340.5K | 0.01% | −12,139−80.7% | Reduced |
| Balyasny Asset Management LLC | 2,917 | $342.0K | 0.00% | −796,286−99.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,926 | $343.9K | 0.07% | +2,926 | New |
| Quent Capital, LLC | 2,945 | $345.4K | 0.02% | +48+1.7% | Added |
| Harvest Fund Management Co., Ltd | 2,997 | $351.0K | 0.01% | −1,268−29.7% | Reduced |
| Paradigm Asset Management Co LLC | 3,000 | $351.8K | 0.08% | −200−6.3% | Reduced |
| Plato Investment Management Ltd | 2,991 | $352.4K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 3,006 | $352.5K | 0.02% | +1,994+197.0% | Added |
| Golden State Equity Partners | 3,007 | $352.6K | 0.06% | +33+1.1% | Added |
| Moors & Cabot, Inc. | 3,037 | $356.1K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 3,040 | $356.5K | 0.00% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,042 | $356.7K | 0.02% | −407−11.8% | Reduced |
| TCW Group Inc | 3,061 | $358.9K | 0.00% | +3,061 | New |
| Volterra Technologies LP | 3,062 | $359.1K | 0.37% | +3,062 | New |
| PFG Investments, LLC | 3,064 | $359.2K | 0.02% | +1,212+65.4% | Added |
| Foundations Investment Advisors, LLC | 3,069 | $359.9K | 0.00% | +700+29.5% | Added |
| Kestra Investment Management, LLC | 3,089 | $362.2K | 0.01% | +205+7.1% | Added |
| Mediolanum International Funds Ltd | 3,076 | $363.4K | 0.00% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 3,126 | $366.6K | 0.03% | −185−5.6% | Reduced |
| BAM Wealth Management, LLC | 3,134 | $367.5K | 0.27% | +561+21.8% | Added |
| First Horizon Corp | 3,147 | $369.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,148 | $369.1K | 0.01% | −8,915−73.9% | Reduced |
| Fiduciary Trust Co | 3,163 | $370.9K | 0.00% | +150+5.0% | Added |
| Menard Financial Group LLC | 3,178 | $372.7K | 0.26% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 3,180 | $372.9K | 0.03% | +3,180 | New |
| Modern Wealth Management, LLC | 3,191 | $374.3K | 0.01% | −315−9.0% | Reduced |
| Nautilus Advisors LLC | 3,195 | $374.6K | 0.24% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 3,213 | $376.7K | 0.13% | −251−7.2% | Reduced |
| Apollon Wealth Management, LLC | 3,222 | $377.8K | 0.01% | −1,673−34.2% | Reduced |
| Eads & Heald Wealth Management | 3,242 | $380.2K | 0.18% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 3,471 | $383.7K | 0.01% | −292−7.8% | Reduced |
| Advisors Capital Management, LLC | 3,272 | $383.8K | 0.00% | −7−0.2% | Reduced |
| Central Trust Co | 3,277 | $384.3K | 0.01% | −116−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 3,293 | $386.1K | 0.26% | −2,079−38.7% | Reduced |
| Wedmont Private Capital | 3,295 | $386.5K | 0.01% | +141+4.5% | Added |
| Parallel Advisors, LLC | 3,301 | $387.1K | 0.01% | +285+9.4% | Added |
| Rooted Wealth Advisors, Inc. | 2,883 | $388.0K | 0.11% | +185+6.9% | Added |
| Evergreen Capital Management LLC | 3,315 | $389.4K | 0.01% | +189+6.0% | Added |
| Xxi Wealth, LLC | 3,343 | $392.0K | 0.24% | +3,343 | New |
| Advus Financial Partners, LLC | 3,349 | $392.7K | 0.10% | −777−18.8% | Reduced |
| Alps Advisors Inc | 3,357 | $393.6K | 0.00% | +27+0.8% | Added |
| Summitry LLC | 3,362 | $394.2K | 0.02% | +3,362 | New |
| Midwest Trust Co | 3,380 | $396.3K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,411 | $399.9K | 0.00% | −65−1.9% | Reduced |
| HighPoint Advisor Group LLC | 3,425 | $401.6K | 0.01% | −451−11.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,440 | $403.4K | 0.02% | −1,625−32.1% | Reduced |
| Clark Asset Management, LLC | 3,460 | $405.7K | 0.04% | +3,460 | New |
| DRW Securities, LLC | 3,466 | $406.4K | 0.03% | +3,466 | New |
| Waterloo Capital, L.P. | 3,494 | $409.7K | 0.03% | +42+1.2% | Added |