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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 6,395 | $749.9K | 0.02% | +1,296+25.4% | Added |
| Simplex Trading, LLC | 6,340 | $743.4K | 0.02% | +5,890+1,308.9% | Added |
| Cooper Financial Group | 6,314 | $740.3K | 0.08% | +241+4.0% | Added |
| Morningstar Investment Management LLC | 6,312 | $740.0K | 0.04% | −7−0.1% | Reduced |
| Jones Financial Companies LLLP | 6,280 | $736.4K | 0.00% | +364+6.2% | Added |
| Ostrum Asset Management | 6,234 | $731.0K | 0.04% | −1,072−14.7% | Reduced |
| Metis Global Partners, LLC | 6,233 | $730.9K | 0.02% | −489−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,228 | $730.3K | 0.01% | −60−1.0% | Reduced |
| Versant Capital Management, Inc | 6,164 | $722.8K | 0.09% | +1,086+21.4% | Added |
| Johnson Investment Counsel Inc | 6,114 | $716.9K | 0.01% | +1,000+19.6% | Added |
| Brown Brothers Harriman & Co | 6,103 | $715.6K | 0.00% | +874+16.7% | Added |
| Norden Group LLC | 6,060 | $710.6K | 0.07% | +70+1.2% | Added |
| Skopos Labs, Inc. | 5,962 | $707.5K | 0.03% | +3,587+151.0% | Added |
| Forum Financial Management, LP | 6,013 | $705.1K | 0.01% | +1,191+24.7% | Added |
| Montgomery Investment Management Inc | 6,000 | $703.6K | 0.25% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 5,990 | $702.4K | 0.05% | +1,955+48.5% | Added |
| SummitTX Capital, L.P. | 5,989 | $702.3K | 0.02% | −6,051−50.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,540 | $693.3K | 0.02% | −476−7.9% | Reduced |
| Tocqueville Asset Management L.P. | 5,866 | $687.8K | 0.01% | +608+11.6% | Added |
| Oxford Asset Management LLP | 5,863 | $687.5K | 0.24% | +5,863 | New |
| V-Square Quantitative Management LLC | 5,769 | $676.5K | 0.07% | +5,769 | New |
| Camden Capital, LLC | 5,702 | $668.7K | 0.04% | +1,308+29.8% | Added |
| Petra Financial Advisors Inc | 5,678 | $665.8K | 0.39% | −1,288−18.5% | Reduced |
| TCG Advisory Services, LLC | 5,645 | $661.9K | 0.02% | +513+10.0% | Added |
| Brookstone Capital Management | 5,594 | $656.0K | 0.01% | +118+2.2% | Added |
| Liberty Wealth Management LLC | 5,570 | $653.1K | 0.08% | +10+0.2% | Added |
| Equitable Holdings, Inc. | 5,552 | $651.0K | 0.00% | +631+12.8% | Added |
| Outlook Wealth Advisors, LLC | 5,548 | $650.6K | 0.15% | −1,333−19.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,533 | $648.8K | 0.03% | +307+5.9% | Added |
| Anchor Investment Management, LLC | 5,531 | $648.6K | 0.05% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 5,428 | $636.5K | 0.08% | −5,072−48.3% | Reduced |
| Gryphon Financial Partners LLC | 5,422 | $635.8K | 0.07% | +536+11.0% | Added |
| Patron Partners Advisors, LLC | 5,400 | $633.2K | 0.28% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,395 | $631.0K | 0.01% | −639−10.6% | Reduced |
| Econ Financial Services Corp | 5,341 | $626.3K | 0.31% | +5,341 | New |
| Monument Capital Management | 5,339 | $626.1K | 0.16% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 5,329 | $624.8K | 0.01% | −299−5.3% | Reduced |
| Axq Capital, LP | 5,308 | $622.4K | 0.14% | +5,308 | New |
| Securian Asset Management, Inc | 5,300 | $621.5K | 0.02% | −4,180−44.1% | Reduced |
| MUFG Securities Americas Inc. | 5,251 | $615.7K | 0.04% | −70−1.3% | Reduced |
| Intrust Bank NA | 5,235 | $613.9K | 0.05% | +200+4.0% | Added |
| Callan Family Office, LLC | 5,229 | $613.1K | 0.01% | +927+21.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 5,174 | $606.7K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,171 | $606.3K | 0.01% | +1,823+54.5% | Added |
| Nomura Holdings Inc | 5,163 | $605.4K | 0.00% | −7,008−57.6% | Reduced |
| HB Wealth Management, LLC | 5,115 | $599.8K | 0.00% | +477+10.3% | Added |
| Wahed Invest LLC | 5,113 | $599.5K | 0.08% | −350−6.4% | Reduced |
| Lido Advisors, LLC | 4,517 | $597.5K | 0.00% | +20+0.4% | Added |
| AlphaGrep UK Ltd | 5,078 | $595.4K | 0.20% | +5,078 | New |
| University of Texas/Texas Am Investment Managment Co | 5,032 | $590.1K | 0.08% | +5,032 | New |
| Corient IA LLC | 5,000 | $586.3K | 0.55% | 00.0% | Unchanged |
| Retireful, LLC | 4,952 | $585.0K | 0.73% | −2,530−33.8% | Reduced |
| denkapparat Operations GmbH | 4,956 | $581.1K | 0.32% | −1,174−19.2% | Reduced |
| Formidable Asset Management, LLC | 4,955 | $581.0K | 0.08% | −2,369−32.3% | Reduced |
| Quadrant Capital Group LLC | 4,924 | $577.4K | 0.02% | −14−0.3% | Reduced |
| Inspire Advisors, LLC | 4,918 | $576.8K | 0.05% | −3,337−40.4% | Reduced |
| Keebeck Wealth Management, LLC | 4,856 | $570.7K | 0.07% | +60+1.3% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $566.3K | 0.01% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 4,822 | $565.4K | 0.05% | +4,822 | New |
| Aldebaran Financial Inc. | 4,745 | $560.5K | 0.52% | +160+3.5% | Added |
| Kera Capital Partners, Inc. | 4,475 | $559.8K | 0.07% | +2,506+127.3% | Added |
| Wellington Management Group LLP | 4,772 | $559.6K | 0.00% | −1,979−29.3% | Reduced |
| Belpointe Asset Management LLC | 4,751 | $557.1K | 0.02% | +71+1.5% | Added |
| Meeder Advisory Services, Inc. | 4,642 | $544.3K | 0.02% | −1,229−20.9% | Reduced |
| Drucker Wealth 3.0, LLC | 4,639 | $544.0K | 0.10% | −9,459−67.1% | Reduced |
| CenterBook Partners LP | 4,619 | $541.6K | 0.03% | +4,619 | New |
| TFB Advisors LLC | 4,601 | $539.5K | 0.15% | +132+3.0% | Added |
| Ellevest, Inc. | 4,565 | $535.3K | 0.07% | −9−0.2% | Reduced |
| Athena Wealth Management, LLC | 4,560 | $534.7K | 0.52% | +4,560 | New |
| One Wealth Advisors, LLC | 4,529 | $531.1K | 0.06% | −82−1.8% | Reduced |
| Everence Capital Management Inc | 4,530 | $531.0K | 0.03% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 4,513 | $529.2K | 0.15% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,504 | $528.1K | 0.00% | +4,504 | New |
| Eventide Asset Management, LLC | 4,457 | $526.5K | 0.01% | +4,457 | New |
| Kingsview Wealth Management, LLC | 4,485 | $525.9K | 0.01% | −490−9.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,479 | $525.2K | 0.13% | +4,479 | New |
| Naviter Wealth, LLC | 4,439 | $521.7K | 0.07% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,446 | $521.3K | 0.19% | +534+13.7% | Added |
| Old National Bancorp | 4,444 | $521.1K | 0.01% | −165−3.6% | Reduced |
| Schwartz Investment Counsel Inc | 4,398 | $515.7K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,389 | $514.7K | 0.03% | −137−3.0% | Reduced |
| Tectonic Advisors LLC | 4,351 | $510.2K | 0.03% | +386+9.7% | Added |
| Prudential PLC | 4,316 | $506.1K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4,311 | $505.5K | 0.19% | −532−11.0% | Reduced |
| NewEdge Wealth, LLC | 4,287 | $502.7K | 0.01% | +2,597+153.7% | Added |
| Interchange Capital Partners, LLC | 4,264 | $499.9K | 0.09% | +704+19.8% | Added |
| DoubleLine ETF Adviser LP | 4,248 | $498.1K | 0.15% | +4,248 | New |
| Siemens Fonds Invest GmbH | 4,215 | $497.9K | 0.03% | +1,426+51.1% | Added |
| Strategic Investment Advisors | 4,239 | $497.1K | 0.04% | −375−8.1% | Reduced |
| JT Stratford LLC | 4,195 | $491.9K | 0.06% | −1,908−31.3% | Reduced |
| Allium Financial Advisors, LLC | 4,106 | $481.5K | 0.38% | 00.0% | Unchanged |
| 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 |
| Sagespring Wealth Partners, LLC | 4,066 | $476.8K | 0.01% | +233+6.1% | Added |
| Umpqua Bank | 4,056 | $475.6K | 0.13% | +64+1.6% | Added |
| Tema ETFs LLC | 4,039 | $473.6K | 0.04% | −12−0.3% | Reduced |
| NBC Securities, Inc. | 4,027 | $472.2K | 0.04% | −1,238−23.5% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $469.0K | 0.37% | 00.0% | Unchanged |
| Optas, LLC | 3,997 | $468.7K | 0.07% | +1,867+87.7% | Added |
| AdvisorShares Investments LLC | 3,972 | $465.8K | 0.08% | −156−3.8% | Reduced |