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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 3,495 | $409.8K | 0.02% | −234−6.3% | Reduced |
| GeoWealth Management, LLC | 3,504 | $411.0K | 0.02% | −196−5.3% | Reduced |
| Wealth Intelligence, LLC | 3,513 | $411.9K | 0.20% | +3,513 | New |
| Panagora Asset Management Inc | 3,523 | $413.1K | 0.00% | −557−13.7% | Reduced |
| Guggenheim Capital LLC | 3,524 | $413.2K | 0.00% | −3,709−51.3% | Reduced |
| Caxton Associates LLP | 3,546 | $415.8K | 0.01% | +3,546 | New |
| LVW Advisors, LLC | 3,552 | $416.5K | 0.04% | +925+35.2% | Added |
| VestGen Advisors, LLC | 3,561 | $417.6K | 0.02% | +661+22.8% | Added |
| Capital Investment Advisors, LLC | 3,578 | $419.5K | 0.01% | +308+9.4% | Added |
| Ballentine Partners, LLC | 3,585 | $420.4K | 0.01% | −23−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 3,594 | $421.5K | 0.01% | +895+33.2% | Added |
| Raleigh Capital Management Inc. | 3,626 | $425.2K | 0.15% | −81−2.2% | Reduced |
| D'Orazio & Associates, Inc. | 3,655 | $428.6K | 0.05% | +76+2.1% | Added |
| SkyOak Wealth, LLC | 3,679 | $431.4K | 0.08% | −263−6.7% | Reduced |
| Cynosure Management, LLC | 3,701 | $434.0K | 0.04% | −432−10.5% | Reduced |
| Planned Solutions, Inc. | 3,702 | $434.1K | 0.14% | +327+9.7% | Added |
| TD Private Client Wealth LLC | 3,705 | $434.4K | 0.01% | +212+6.1% | Added |
| Peapack Gladstone Financial Corp | 3,738 | $438.0K | 0.01% | +7+0.2% | Added |
| Accurate Wealth Management, LLC | 3,320 | $438.2K | 0.06% | +289+9.5% | Added |
| Glen Eagle Advisors, LLC | 3,777 | $442.9K | 0.06% | −50−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,808 | $446.5K | 0.02% | +422+12.5% | Added |
| Community Bank & Trust, Waco, Texas | 3,830 | $449.0K | 0.09% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,854 | $452.0K | 0.02% | −13−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $453.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,869 | $453.7K | 0.01% | +144+3.9% | Added |
| Harbor Capital Advisors, Inc. | 3,872 | $454.0K | 0.04% | −6−0.2% | Reduced |
| Whalen Wealth Management Inc. | 3,882 | $455.2K | 0.24% | +285+7.9% | Added |
| Coldstream Capital Management Inc | 3,902 | $457.6K | 0.01% | −2,213−36.2% | Reduced |
| CWM Advisors, LLC | 3,919 | $459.5K | 0.04% | +1,610+69.7% | Added |
| Legal Advantage Investments, Inc. | 3,920 | $459.7K | 0.21% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,921 | $459.8K | 0.02% | +3,921 | New |
| Pensionmark Financial Group, LLC | 3,922 | $459.9K | 0.01% | −358−8.4% | Reduced |
| Wealthspire Advisors, LLC | 3,930 | $460.8K | 0.00% | +3,411+657.2% | Added |
| Mystic Asset Management, Inc. | 3,950 | $463.2K | 0.10% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,972 | $465.8K | 0.08% | −156−3.8% | Reduced |
| Optas, LLC | 3,997 | $468.7K | 0.07% | +1,867+87.7% | Added |
| Yorktown Management & Research Co Inc | 4,000 | $469.0K | 0.37% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,027 | $472.2K | 0.04% | −1,238−23.5% | Reduced |
| Tema ETFs LLC | 4,039 | $473.6K | 0.04% | −12−0.3% | Reduced |
| Umpqua Bank | 4,056 | $475.6K | 0.13% | +64+1.6% | Added |
| Sagespring Wealth Partners, LLC | 4,066 | $476.8K | 0.01% | +233+6.1% | Added |
| M.E. Allison & Co., Inc. | 4,074 | $477.7K | 0.32% | 00.0% | Unchanged |
| Jain Global LLC | 4,074 | $477.7K | 0.00% | +223+5.8% | Added |
| Allium Financial Advisors, LLC | 4,106 | $481.5K | 0.38% | 00.0% | Unchanged |
| JT Stratford LLC | 4,195 | $491.9K | 0.06% | −1,908−31.3% | Reduced |
| Strategic Investment Advisors | 4,239 | $497.1K | 0.04% | −375−8.1% | Reduced |
| Siemens Fonds Invest GmbH | 4,215 | $497.9K | 0.03% | +1,426+51.1% | Added |
| DoubleLine ETF Adviser LP | 4,248 | $498.1K | 0.15% | +4,248 | New |
| Interchange Capital Partners, LLC | 4,264 | $499.9K | 0.09% | +704+19.8% | Added |
| NewEdge Wealth, LLC | 4,287 | $502.7K | 0.01% | +2,597+153.7% | Added |
| United Community Bank | 4,311 | $505.5K | 0.19% | −532−11.0% | Reduced |
| Prudential PLC | 4,316 | $506.1K | 0.00% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,351 | $510.2K | 0.03% | +386+9.7% | Added |
| GAMMA Investing LLC | 4,389 | $514.7K | 0.03% | −137−3.0% | Reduced |
| Schwartz Investment Counsel Inc | 4,398 | $515.7K | 0.02% | 00.0% | Unchanged |
| Old National Bancorp | 4,444 | $521.1K | 0.01% | −165−3.6% | Reduced |
| Colonial River Wealth Management, LLC | 4,446 | $521.3K | 0.19% | +534+13.7% | Added |
| Naviter Wealth, LLC | 4,439 | $521.7K | 0.07% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4,479 | $525.2K | 0.13% | +4,479 | New |
| Kingsview Wealth Management, LLC | 4,485 | $525.9K | 0.01% | −490−9.8% | Reduced |
| Eventide Asset Management, LLC | 4,457 | $526.5K | 0.01% | +4,457 | New |
| EP Wealth Advisors, LLC | 4,504 | $528.1K | 0.00% | +4,504 | New |
| Quantum Private Wealth, LLC | 4,513 | $529.2K | 0.15% | 00.0% | Unchanged |
| Everence Capital Management Inc | 4,530 | $531.0K | 0.03% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 4,529 | $531.1K | 0.06% | −82−1.8% | Reduced |
| Athena Wealth Management, LLC | 4,560 | $534.7K | 0.52% | +4,560 | New |
| Ellevest, Inc. | 4,565 | $535.3K | 0.07% | −9−0.2% | Reduced |
| TFB Advisors LLC | 4,601 | $539.5K | 0.15% | +132+3.0% | Added |
| CenterBook Partners LP | 4,619 | $541.6K | 0.03% | +4,619 | New |
| Drucker Wealth 3.0, LLC | 4,639 | $544.0K | 0.10% | −9,459−67.1% | Reduced |
| Meeder Advisory Services, Inc. | 4,642 | $544.3K | 0.02% | −1,229−20.9% | Reduced |
| Belpointe Asset Management LLC | 4,751 | $557.1K | 0.02% | +71+1.5% | Added |
| Wellington Management Group LLP | 4,772 | $559.6K | 0.00% | −1,979−29.3% | Reduced |
| Kera Capital Partners, Inc. | 4,475 | $559.8K | 0.07% | +2,506+127.3% | Added |
| Aldebaran Financial Inc. | 4,745 | $560.5K | 0.52% | +160+3.5% | Added |
| Pitcairn Wealth Advisors LLC | 4,822 | $565.4K | 0.05% | +4,822 | New |
| Clarkston Capital Partners, LLC | 4,829 | $566.3K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 4,856 | $570.7K | 0.07% | +60+1.3% | Added |
| Inspire Advisors, LLC | 4,918 | $576.8K | 0.05% | −3,337−40.4% | Reduced |
| Quadrant Capital Group LLC | 4,924 | $577.4K | 0.02% | −14−0.3% | Reduced |
| Formidable Asset Management, LLC | 4,955 | $581.0K | 0.08% | −2,369−32.3% | Reduced |
| denkapparat Operations GmbH | 4,956 | $581.1K | 0.32% | −1,174−19.2% | Reduced |
| Retireful, LLC | 4,952 | $585.0K | 0.73% | −2,530−33.8% | Reduced |
| Corient IA LLC | 5,000 | $586.3K | 0.55% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 5,032 | $590.1K | 0.08% | +5,032 | New |
| AlphaGrep UK Ltd | 5,078 | $595.4K | 0.20% | +5,078 | New |
| Lido Advisors, LLC | 4,517 | $597.5K | 0.00% | +20+0.4% | Added |
| Wahed Invest LLC | 5,113 | $599.5K | 0.08% | −350−6.4% | Reduced |
| HB Wealth Management, LLC | 5,115 | $599.8K | 0.00% | +477+10.3% | Added |
| Nomura Holdings Inc | 5,163 | $605.4K | 0.00% | −7,008−57.6% | Reduced |
| Global Retirement Partners, LLC | 5,171 | $606.3K | 0.01% | +1,823+54.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $606.7K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,229 | $613.1K | 0.01% | +927+21.5% | Added |
| Intrust Bank NA | 5,235 | $613.9K | 0.05% | +200+4.0% | Added |
| MUFG Securities Americas Inc. | 5,251 | $615.7K | 0.04% | −70−1.3% | Reduced |
| Securian Asset Management, Inc | 5,300 | $621.5K | 0.02% | −4,180−44.1% | Reduced |
| Axq Capital, LP | 5,308 | $622.4K | 0.14% | +5,308 | New |
| Citizens Financial Group Inc | 5,329 | $624.8K | 0.01% | −299−5.3% | Reduced |
| Monument Capital Management | 5,339 | $626.1K | 0.16% | 00.0% | Unchanged |
| Econ Financial Services Corp | 5,341 | $626.3K | 0.31% | +5,341 | New |