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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2025: 1,034 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2025: $21.0B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2025.

Institutions holding PHM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers & Merchants Investments Inc140$16.4K0.00%00.0%Unchanged
Valued Wealth Advisors LLC139$16.4K0.01%+7+5.3%Added
Quest 10 Wealth Builders, Inc.133$15.5K0.01%−1−0.7%Reduced
Richardson Financial Services Inc.130$15.2K0.01%−674−83.8%Reduced
Swiss Re Ltd128$15.0K0.00%+128New
GW&K Investment Management, LLC126$15.0K0.00%+4+3.3%Added
Morse Asset Management, Inc125$14.7K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC121$14.3K0.00%00.0%Unchanged
CDKV Holdings LLC121$14.2K0.01%+121New
Crews Bank & Trust120$14.1K0.00%00.0%Unchanged
Zions Bancorporation, National Association120$14.1K0.00%+90+300.0%Added
Moisand Fitzgerald Tamayo, LLC113$13.3K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC111$13.0K0.00%+111New
1015 Capital Partners, LLC110$12.9K0.01%+110New
Brown, Lisle/Cummings, Inc.106$12.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC106$12.4K0.00%−35−24.8%Reduced
Aspect Partners, LLC102$12.0K0.01%+4+4.1%Added
Proffitt & Goodson Inc101$11.8K0.00%−4−3.8%Reduced
Atlantic Edge Private Wealth Management, LLC95$11.1K0.00%00.0%Unchanged
Atlantic Trust, LLC93$10.9K0.00%−45−32.6%Reduced
Arlington Trust Co LLC92$10.8K0.00%−348−79.1%Reduced
Meeder Asset Management Inc91$10.7K0.00%−66−42.0%Reduced
New Millennium Group LLC88$10.3K0.00%−1−1.1%Reduced
Washington Trust Advisors, Inc.87$10.2K0.00%+45+107.1%Added
SJS Investment Consulting Inc.82$9.62K0.00%−314−79.3%Reduced
Legacy Bridge, LLC81$9.50K0.00%+81New
Cherry Tree Wealth Management, LLC80$9.38K0.00%00.0%Unchanged
Atwood & Palmer Inc79$9.26K0.00%00.0%Unchanged
Financial Management Professionals, Inc.76$8.93K0.00%00.0%Unchanged
Rakuten Securities, Inc.76$8.91K0.00%+15+24.6%Added
Armstrong Advisory Group, Inc74$8.68K0.00%−52−41.3%Reduced
Rossby Financial, LCC74$8.68K0.00%−189−71.9%Reduced
Ares Financial Consulting, LLC72$8.44K0.01%+72New
Westfuller Advisors, LLC71$8.40K0.00%00.0%Unchanged
POM Investment Strategies, LLC72$8.39K0.00%+72New
Navalign, LLC70$8.21K0.00%+70New
Caldwell Sutter Capital, Inc.69$8.09K0.00%00.0%Unchanged
Legacy Wealth Managment, LLC69$8.09K0.00%+57+475.0%Added
Avion Wealth72$8.00K0.00%−5−6.5%Reduced
Westside Investment Management, Inc.67$7.98K0.00%00.0%Unchanged
UMA Financial Services, Inc.68$7.97K0.00%+6+9.7%Added
High Note Wealth, LLC67$7.86K0.00%+6+9.8%Added
Kerr Financial Planning Corp58$7.83K0.01%00.0%Unchanged
Strategic Advocates LLC64$7.57K0.00%00.0%Unchanged
MV Capital Management, Inc.64$7.50K0.00%00.0%Unchanged
Stone House Investment Management, LLC62$7.27K0.00%+62New
Hollencrest Capital Management60$7.04K0.00%00.0%Unchanged
Ogorek Anthony Joseph65$7.00K0.00%+12+22.6%Added
Frazier Financial Advisors, LLC59$6.92K0.00%00.0%Unchanged
Dogwood Wealth Management LLC56$6.57K0.00%−12−17.6%Reduced
Pinnacle Bancorp, Inc.55$6.45K0.00%00.0%Unchanged
Red Tortoise LLC54$6.33K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC53$6.23K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC52$6.10K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC50$5.88K0.00%00.0%Unchanged
Global Wealth Strategies & Associates50$5.86K0.00%−7−12.3%Reduced
Abound Wealth Management50$5.86K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC49$5.76K0.00%+5+11.4%Added
DiNuzzo Private Wealth, Inc.49$5.75K0.00%00.0%Unchanged
Manning & Napier Advisors LLC48$5.67K0.00%+48New
SBI Securities Co., Ltd.46$5.39K0.00%−55−54.5%Reduced
Kozak & Associates, Inc.41$5.37K0.00%00.0%Unchanged
S&T Bank44$5.16K0.00%−50−53.2%Reduced
IMA Wealth, Inc.43$5.05K0.00%+39+975.0%Added
Chilton Capital Management LLC43$5.04K0.00%00.0%Unchanged
Howard Hughes Medical Institute42$4.92K0.00%−1−2.3%Reduced
Cornerstone Financial Management LLC42$4.92K0.00%+42New
Luken Investment Analytics, LLC41$4.81K0.00%+41New
Gleason Group, Inc.40$4.69K0.00%+40New
Nemes Rush Group LLC40$4.69K0.00%+40New
Spire Wealth Management40$4.68K0.00%+23+135.3%Added
First Command Advisory Services, Inc.39$4.57K0.00%+39New
Geneos Wealth Management Inc.38$4.46K0.00%−39−50.6%Reduced
Clayton Financial Group LLC37$4.34K0.00%+37New
E Fund Management (Hong Kong) Co., Ltd.34$4.32K0.00%+34New
Financial Consulate, Inc35$4.11K0.00%−10−22.2%Reduced
Private Wealth Asset Management, LLC35$4.10K0.00%00.0%Unchanged
Motiv8 Investments LLC34$4.00K0.00%+34New
Heritage Wealth Advisors32$3.75K0.00%00.0%Unchanged
North Star Investment Management Corp.32$3.75K0.00%+27+540.0%Added
TFC Financial Management31$3.64K0.00%00.0%Unchanged
South State Corp.30$3.52K0.00%00.0%Unchanged
DAGCO, Inc.29$3.40K0.00%00.0%Unchanged
Turning Point Benefit Group, Inc.28$3.28K0.00%+14+100.0%Added
Gilpin Wealth Management, LLC25$2.93K0.00%+25New
Pension & Wealth Management Advisors, Inc.24$2.81K0.00%+10+71.4%Added
Trust Co of Vermont23$2.70K0.00%+14+155.6%Added
GHP Investment Advisors, Inc.22$2.58K0.00%00.0%Unchanged
Rialto Wealth Management, LLC22$2.58K0.00%+1+4.8%Added
Asset Dedication, LLC21$2.46K0.00%00.0%Unchanged
McMillan Office, Inc.21$2.46K0.00%+21New
Bruce G. Allen Investments, LLC20$2.35K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$2.35K0.00%+20New
IAG Wealth Partners, LLC20$2.30K0.00%00.0%Unchanged
Dunhill Financial, LLC18$2.10K0.00%+2+12.5%Added
Hughes Financial Services, LLC16$1.88K0.00%+1+6.7%Added
McGuire Capital Advisors Inc14$1.64K0.00%+14New
Crewe Advisors LLC13$1.52K0.00%+13New
Principia Wealth Advisory, LLC13$1.52K0.00%+2+18.2%Added
Cedar Mountain Advisors, LLC12$1.41K0.00%00.0%Unchanged