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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 3,950 | $463.2K | 0.10% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,930 | $460.8K | 0.00% | +3,411+657.2% | Added |
| Pensionmark Financial Group, LLC | 3,922 | $459.9K | 0.01% | −358−8.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,921 | $459.8K | 0.02% | +3,921 | New |
| Legal Advantage Investments, Inc. | 3,920 | $459.7K | 0.21% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,919 | $459.5K | 0.04% | +1,610+69.7% | Added |
| Coldstream Capital Management Inc | 3,902 | $457.6K | 0.01% | −2,213−36.2% | Reduced |
| Whalen Wealth Management Inc. | 3,882 | $455.2K | 0.24% | +285+7.9% | Added |
| Harbor Capital Advisors, Inc. | 3,872 | $454.0K | 0.04% | −6−0.2% | Reduced |
| IFP Advisors, Inc | 3,869 | $453.7K | 0.01% | +144+3.9% | Added |
| Nicholas Hoffman & Company, LLC. | 3,863 | $453.0K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,854 | $452.0K | 0.02% | −13−0.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,830 | $449.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 3,808 | $446.5K | 0.02% | +422+12.5% | Added |
| Glen Eagle Advisors, LLC | 3,777 | $442.9K | 0.06% | −50−1.3% | Reduced |
| Accurate Wealth Management, LLC | 3,320 | $438.2K | 0.06% | +289+9.5% | Added |
| Peapack Gladstone Financial Corp | 3,738 | $438.0K | 0.01% | +7+0.2% | Added |
| TD Private Client Wealth LLC | 3,705 | $434.4K | 0.01% | +212+6.1% | Added |
| Planned Solutions, Inc. | 3,702 | $434.1K | 0.14% | +327+9.7% | Added |
| Cynosure Management, LLC | 3,701 | $434.0K | 0.04% | −432−10.5% | Reduced |
| SkyOak Wealth, LLC | 3,679 | $431.4K | 0.08% | −263−6.7% | Reduced |
| D'Orazio & Associates, Inc. | 3,655 | $428.6K | 0.05% | +76+2.1% | Added |
| Raleigh Capital Management Inc. | 3,626 | $425.2K | 0.15% | −81−2.2% | Reduced |
| Dynamic Advisor Solutions LLC | 3,594 | $421.5K | 0.01% | +895+33.2% | Added |
| Ballentine Partners, LLC | 3,585 | $420.4K | 0.01% | −23−0.6% | Reduced |
| Capital Investment Advisors, LLC | 3,578 | $419.5K | 0.01% | +308+9.4% | Added |
| VestGen Advisors, LLC | 3,561 | $417.6K | 0.02% | +661+22.8% | Added |
| LVW Advisors, LLC | 3,552 | $416.5K | 0.04% | +925+35.2% | Added |
| Caxton Associates LLP | 3,546 | $415.8K | 0.01% | +3,546 | New |
| Guggenheim Capital LLC | 3,524 | $413.2K | 0.00% | −3,709−51.3% | Reduced |
| Panagora Asset Management Inc | 3,523 | $413.1K | 0.00% | −557−13.7% | Reduced |
| Wealth Intelligence, LLC | 3,513 | $411.9K | 0.20% | +3,513 | New |
| GeoWealth Management, LLC | 3,504 | $411.0K | 0.02% | −196−5.3% | Reduced |
| Hilltop Holdings Inc. | 3,495 | $409.8K | 0.02% | −234−6.3% | Reduced |
| Waterloo Capital, L.P. | 3,494 | $409.7K | 0.03% | +42+1.2% | Added |
| DRW Securities, LLC | 3,466 | $406.4K | 0.03% | +3,466 | New |
| Clark Asset Management, LLC | 3,460 | $405.7K | 0.04% | +3,460 | New |
| Kingswood Wealth Advisors, LLC | 3,440 | $403.4K | 0.02% | −1,625−32.1% | Reduced |
| HighPoint Advisor Group LLC | 3,425 | $401.6K | 0.01% | −451−11.6% | Reduced |
| Resources Investment Advisors, LLC. | 3,411 | $399.9K | 0.00% | −65−1.9% | Reduced |
| Midwest Trust Co | 3,380 | $396.3K | 0.00% | 00.0% | Unchanged |
| Summitry LLC | 3,362 | $394.2K | 0.02% | +3,362 | New |
| Alps Advisors Inc | 3,357 | $393.6K | 0.00% | +27+0.8% | Added |
| Advus Financial Partners, LLC | 3,349 | $392.7K | 0.10% | −777−18.8% | Reduced |
| Xxi Wealth, LLC | 3,343 | $392.0K | 0.24% | +3,343 | New |
| Evergreen Capital Management LLC | 3,315 | $389.4K | 0.01% | +189+6.0% | Added |
| Rooted Wealth Advisors, Inc. | 2,883 | $388.0K | 0.11% | +185+6.9% | Added |
| Parallel Advisors, LLC | 3,301 | $387.1K | 0.01% | +285+9.4% | Added |
| Wedmont Private Capital | 3,295 | $386.5K | 0.01% | +141+4.5% | Added |
| Affinity Investment Advisors, LLC | 3,293 | $386.1K | 0.26% | −2,079−38.7% | Reduced |
| Central Trust Co | 3,277 | $384.3K | 0.01% | −116−3.4% | Reduced |
| Advisors Capital Management, LLC | 3,272 | $383.8K | 0.00% | −7−0.2% | Reduced |
| J.W. Cole Advisors, Inc. | 3,471 | $383.7K | 0.01% | −292−7.8% | Reduced |
| Eads & Heald Wealth Management | 3,242 | $380.2K | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,222 | $377.8K | 0.01% | −1,673−34.2% | Reduced |
| Richard W. Paul & Associates, LLC | 3,213 | $376.7K | 0.13% | −251−7.2% | Reduced |
| Nautilus Advisors LLC | 3,195 | $374.6K | 0.24% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,191 | $374.3K | 0.01% | −315−9.0% | Reduced |
| Prelude Capital Management, LLC | 3,180 | $372.9K | 0.03% | +3,180 | New |
| Menard Financial Group LLC | 3,178 | $372.7K | 0.26% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,163 | $370.9K | 0.00% | +150+5.0% | Added |
| Tower Research Capital LLC (TRC) | 3,148 | $369.1K | 0.01% | −8,915−73.9% | Reduced |
| First Horizon Corp | 3,147 | $369.0K | 0.02% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 3,134 | $367.5K | 0.27% | +561+21.8% | Added |
| KMG Fiduciary Partners, LLC | 3,126 | $366.6K | 0.03% | −185−5.6% | Reduced |
| Mediolanum International Funds Ltd | 3,076 | $363.4K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,089 | $362.2K | 0.01% | +205+7.1% | Added |
| Foundations Investment Advisors, LLC | 3,069 | $359.9K | 0.00% | +700+29.5% | Added |
| PFG Investments, LLC | 3,064 | $359.2K | 0.02% | +1,212+65.4% | Added |
| Volterra Technologies LP | 3,062 | $359.1K | 0.37% | +3,062 | New |
| TCW Group Inc | 3,061 | $358.9K | 0.00% | +3,061 | New |
| Smith, Salley & Associates | 3,042 | $356.7K | 0.02% | −407−11.8% | Reduced |
| Allianz SE | 3,040 | $356.5K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 3,037 | $356.1K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,007 | $352.6K | 0.06% | +33+1.1% | Added |
| Leonteq Securities AG | 3,006 | $352.5K | 0.02% | +1,994+197.0% | Added |
| Plato Investment Management Ltd | 2,991 | $352.4K | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,000 | $351.8K | 0.08% | −200−6.3% | Reduced |
| Harvest Fund Management Co., Ltd | 2,997 | $351.0K | 0.01% | −1,268−29.7% | Reduced |
| Quent Capital, LLC | 2,945 | $345.4K | 0.02% | +48+1.7% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,926 | $343.9K | 0.07% | +2,926 | New |
| Balyasny Asset Management LLC | 2,917 | $342.0K | 0.00% | −796,286−99.6% | Reduced |
| PEAK6 LLC | 2,904 | $340.5K | 0.01% | −12,139−80.7% | Reduced |
| CX Institutional | 2,897 | $340.0K | 0.01% | +315+12.2% | Added |
| MQS Management LLC | 2,871 | $336.7K | 0.20% | +2,871 | New |
| Portside Wealth Group, LLC | 2,794 | $327.6K | 0.04% | +331+13.4% | Added |
| Wilian Securities, LLC | 2,785 | $326.6K | 0.35% | +2,785 | New |
| Profund Advisors LLC | 2,773 | $325.2K | 0.01% | −505−15.4% | Reduced |
| Horizon Advisory Services, Inc. | 2,772 | $325.1K | 0.16% | −164−5.6% | Reduced |
| Argent Trust Co | 2,770 | $324.8K | 0.01% | −17−0.6% | Reduced |
| Virtu Financial LLC | 2,756 | $323.0K | 0.01% | +2,756 | New |
| Transcend Wealth Collective, LLC | 2,750 | $322.5K | 0.03% | +26+1.0% | Added |
| Hantz Financial Services, Inc. | 2,742 | $322.0K | 0.00% | +1,486+118.3% | Added |
| Cornerstone Wealth Group, LLC | 2,717 | $318.6K | 0.02% | +453+20.0% | Added |
| Freestone Capital Holdings, LLC | 2,714 | $318.3K | 0.01% | +7+0.3% | Added |
| Banque Cantonale Vaudoise | 2,707 | $318.0K | 0.01% | +437+19.3% | Added |
| Renasant Bank | 2,709 | $317.7K | 0.22% | −38−1.4% | Reduced |
| CSS LLC | 2,700 | $316.6K | 0.02% | −420−13.5% | Reduced |
| Diversified Enterprises, LLC | 2,678 | $314.0K | 0.02% | +2,678 | New |
| Florida Financial Advisors, LLC | 2,672 | $313.7K | 0.09% | −1,286−32.5% | Reduced |