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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 5,395 | $631.0K | 0.01% | −639−10.6% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $633.2K | 0.28% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,422 | $635.8K | 0.07% | +536+11.0% | Added |
| Polymer Capital Management (US) LLC | 5,428 | $636.5K | 0.08% | −5,072−48.3% | Reduced |
| Anchor Investment Management, LLC | 5,531 | $648.6K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,533 | $648.8K | 0.03% | +307+5.9% | Added |
| Outlook Wealth Advisors, LLC | 5,548 | $650.6K | 0.15% | −1,333−19.4% | Reduced |
| Equitable Holdings, Inc. | 5,552 | $651.0K | 0.00% | +631+12.8% | Added |
| Liberty Wealth Management LLC | 5,570 | $653.1K | 0.08% | +10+0.2% | Added |
| Brookstone Capital Management | 5,594 | $656.0K | 0.01% | +118+2.2% | Added |
| TCG Advisory Services, LLC | 5,645 | $661.9K | 0.02% | +513+10.0% | Added |
| Petra Financial Advisors Inc | 5,678 | $665.8K | 0.39% | −1,288−18.5% | Reduced |
| Camden Capital, LLC | 5,702 | $668.7K | 0.04% | +1,308+29.8% | Added |
| V-Square Quantitative Management LLC | 5,769 | $676.5K | 0.07% | +5,769 | New |
| Oxford Asset Management LLP | 5,863 | $687.5K | 0.24% | +5,863 | New |
| Tocqueville Asset Management L.P. | 5,866 | $687.8K | 0.01% | +608+11.6% | Added |
| Chicago Partners Investment Group LLC | 5,540 | $693.3K | 0.02% | −476−7.9% | Reduced |
| SummitTX Capital, L.P. | 5,989 | $702.3K | 0.02% | −6,051−50.3% | Reduced |
| Applied Finance Capital Management, LLC | 5,990 | $702.4K | 0.05% | +1,955+48.5% | Added |
| Montgomery Investment Management Inc | 6,000 | $703.6K | 0.25% | 00.0% | Unchanged |
| Forum Financial Management, LP | 6,013 | $705.1K | 0.01% | +1,191+24.7% | Added |
| Skopos Labs, Inc. | 5,962 | $707.5K | 0.03% | +3,587+151.0% | Added |
| Norden Group LLC | 6,060 | $710.6K | 0.07% | +70+1.2% | Added |
| Brown Brothers Harriman & Co | 6,103 | $715.6K | 0.00% | +874+16.7% | Added |
| Johnson Investment Counsel Inc | 6,114 | $716.9K | 0.01% | +1,000+19.6% | Added |
| Versant Capital Management, Inc | 6,164 | $722.8K | 0.09% | +1,086+21.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,228 | $730.3K | 0.01% | −60−1.0% | Reduced |
| Metis Global Partners, LLC | 6,233 | $730.9K | 0.02% | −489−7.3% | Reduced |
| Ostrum Asset Management | 6,234 | $731.0K | 0.04% | −1,072−14.7% | Reduced |
| Jones Financial Companies LLLP | 6,280 | $736.4K | 0.00% | +364+6.2% | Added |
| Morningstar Investment Management LLC | 6,312 | $740.0K | 0.04% | −7−0.1% | Reduced |
| Cooper Financial Group | 6,314 | $740.3K | 0.08% | +241+4.0% | Added |
| Simplex Trading, LLC | 6,340 | $743.4K | 0.02% | +5,890+1,308.9% | Added |
| Atomi Financial Group, Inc. | 6,395 | $749.9K | 0.02% | +1,296+25.4% | Added |
| Snowden Capital Advisors LLC | 6,405 | $752.7K | 0.02% | +1,226+23.7% | Added |
| Canada Post Corp Registered Pension Plan | 6,523 | $764.9K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,524 | $765.1K | 0.00% | +252+4.0% | Added |
| Fifth Third Bancorp | 6,530 | $765.7K | 0.00% | −1,041−13.7% | Reduced |
| Bank of Hawaii | 6,540 | $766.9K | 0.04% | −117−1.8% | Reduced |
| Marshall Financial Group LLC | 6,592 | $773.0K | 0.15% | +6,592 | New |
| Independent Advisor Alliance | 6,611 | $775.2K | 0.02% | −13−0.2% | Reduced |
| Marble Wealth, LLC | 6,703 | $786.0K | 0.11% | +6,703 | New |
| North Dakota State Investment Board | 6,742 | $790.6K | 0.03% | +6,742 | New |
| GWM Advisors LLC | 6,978 | $818.2K | 0.00% | −4,299−38.1% | Reduced |
| Aaron Wealth Advisors | 7,001 | $820.9K | 0.05% | −3,565−33.7% | Reduced |
| SRS Capital Advisors, Inc. | 7,036 | $825.1K | 0.02% | −6,735−48.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,046 | $826.3K | 0.01% | +7,046 | New |
| Mount Yale Investment Advisors, LLC | 7,053 | $828.9K | 0.04% | −859−10.9% | Reduced |
| Everhart Financial Group, Inc. | 7,097 | $832.2K | 0.08% | +635+9.8% | Added |
| Federated Hermes, Inc. | 7,105 | $833.1K | 0.00% | −693−8.9% | Reduced |
| Channel Wealth LLC | 7,107 | $833.4K | 0.21% | −23,731−77.0% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,113 | $834.1K | 0.49% | +7,113 | New |
| Van Hulzen Asset Management, LLC | 7,116 | $834.4K | 0.06% | +100+1.4% | Added |
| Checchi Capital Advisers, LLC | 7,196 | $843.8K | 0.06% | −1,298−15.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,250 | $850.1K | 0.01% | −3,374−31.8% | Reduced |
| Sowell Financial Services LLC | 7,265 | $851.9K | 0.03% | +127+1.8% | Added |
| Crossmark Global Holdings, Inc. | 7,292 | $855.1K | 0.01% | +36+0.5% | Added |
| CoreCap Advisors, LLC | 7,313 | $857.5K | 0.03% | −91−1.2% | Reduced |
| Group One Trading, L.P. | 7,368 | $864.0K | 0.03% | −7,780−51.4% | Reduced |
| Axxcess Wealth Management, LLC | 7,405 | $868.3K | 0.02% | +497+7.2% | Added |
| Bradley Foster & Sargent Inc | 7,405 | $868.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 7,417 | $869.7K | 0.01% | −33−0.4% | Reduced |
| Baker Avenue Asset Management, LP | 7,430 | $871.3K | 0.02% | +1,020+15.9% | Added |
| Jump Financial, LLC | 7,503 | $879.8K | 0.01% | −1,258−14.4% | Reduced |
| Fiduciary Family Office, LLC | 7,521 | $881.9K | 0.25% | +201+2.7% | Added |
| Dynamic Technology Lab Private Ltd | 7,531 | $883.0K | 0.20% | +7,531 | New |
| J. Safra Sarasin Holding AG | 7,540 | $884.1K | 0.01% | −2,091−21.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 7,599 | $891.1K | 0.03% | +175+2.4% | Added |
| Traub Capital Management LLC | 7,632 | $894.9K | 0.86% | −40−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,676 | $900.0K | 0.01% | −16,763−68.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 7,705 | $903.5K | 0.00% | −105−1.3% | Reduced |
| Empirical Finance, LLC | 7,732 | $906.7K | 0.04% | −333−4.1% | Reduced |
| Havemeyer Place LP | 7,748 | $908.5K | 0.18% | +7,748 | New |
| Abn Amro Investment Solutions | 7,761 | $910.1K | 0.01% | +7,761 | New |
| Gateway Investment Advisers LLC | 7,785 | $912.9K | 0.01% | +852+12.3% | Added |
| E. Ohman J:or Asset Management AB | 7,800 | $914.6K | 0.02% | −1,100−12.4% | Reduced |
| Winnow Wealth LLC | 7,804 | $920.9K | 0.68% | −42−0.5% | Reduced |
| Strong Retirement Solutions LLC | 7,933 | $930.2K | 0.63% | +7,933 | New |
| Centennial Bank | 7,954 | $932.7K | 0.37% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,959 | $933.3K | 0.01% | +1,082+15.7% | Added |
| Jefferies Financial Group Inc. | 7,981 | $935.9K | 0.01% | +7,981 | New |
| Integrity Alliance, LLC. | 7,989 | $936.9K | 0.03% | +944+13.4% | Added |
| AlTi Global, Inc. | 7,999 | $939.3K | 0.02% | +341+4.5% | Added |
| Kestra Private Wealth Services, LLC | 8,089 | $948.5K | 0.01% | +5,129+173.3% | Added |
| Saber Capital Managment, LLC | 8,116 | $951.7K | 0.81% | +8,116 | New |
| Bessemer Group Inc | 8,126 | $952.0K | 0.00% | −468−5.4% | Reduced |
| Midland Wealth Advisors LLC | 8,121 | $952.3K | 0.05% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8,203 | $961.9K | 0.04% | −2,473−23.2% | Reduced |
| Novem Group | 8,298 | $973.0K | 0.11% | +8,298 | New |
| Crestwood Advisors Group LLC | 8,335 | $977.4K | 0.02% | −885−9.6% | Reduced |
| RSM US Wealth Management LLC | 8,276 | $977.6K | 0.01% | +165+2.0% | Added |
| Atlas Capital Advisors LLC | 8,388 | $983.6K | 0.11% | +8,388 | New |
| Kestra Advisory Services, LLC | 8,494 | $996.0K | 0.00% | +626+8.0% | Added |
| William B. Walkup & Associates, Inc. | 8,524 | $999.5K | 0.55% | +195+2.3% | Added |
| Monticello Wealth Management, LLC | 8,602 | $1.01M | 0.06% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 8,609 | $1.01M | 0.17% | +2,417+39.0% | Added |
| TownSquare Capital, LLC | 8,626 | $1.01M | 0.23% | −1,754−16.9% | Reduced |
| Boothbay Fund Management, LLC | 8,719 | $1.02M | 0.03% | −20,363−70.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 8,732 | $1.02M | 0.05% | +141+1.6% | Added |
| Greenfield Savings Bank | 8,808 | $1.03M | 0.43% | +553+6.7% | Added |