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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
Perigon Wealth Management, LLC2,672$313.4K0.01%+92+3.6%Added
Exencial Wealth Advisors, LLC2,666$312.6K0.01%+18+0.7%Added
Texas Capital Bank Wealth Management Services Inc2,603$305.2K0.02%−175−6.3%Reduced
Voya Financial Advisors, Inc.2,562$304.1K0.03%−24−0.9%Reduced
COFG Advisors, LLC2,581$302.6K0.07%+2,581New
Cullen/Frost Bankers, Inc.2,578$302.3K0.00%+394+18.0%Added
Westpac Banking Corp2,548$298.8K0.02%+614+31.7%Added
U.S. Capital Wealth Advisors, LLC2,544$298.3K0.01%−189−6.9%Reduced
Cidel Asset Management Inc2,543$298.2K0.02%+152+6.4%Added
Leavell Investment Management, Inc.2,524$296.6K0.01%+21+0.8%Added
Everett Harris & Co2,527$296.3K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd2,521$295.6K0.13%−15,272−85.8%Reduced
Oakmont Advisory Group, LLC2,519$295.4K0.32%+2,519New
Savvy Advisors, Inc.2,516$295.0K0.01%+2,516New
Bingham Private Wealth, LLC2,512$294.6K0.25%+2,512New
Washington Trust Bank2,500$293.1K0.02%00.0%Unchanged
Burford Brothers, Inc.2,488$291.8K0.12%00.0%Unchanged
Greenleaf Trust2,482$291.0K0.00%−69−2.7%Reduced
SC&H Financial Advisors, Inc.2,480$290.8K0.04%00.0%Unchanged
Wealthcare Advisory Partners LLC2,453$287.6K0.01%−69−2.7%Reduced
Clearbridge Investments, LLC2,437$285.8K0.00%−92,804−97.4%Reduced
Phoenix Holdings Ltd.2,430$285.1K0.00%−253−9.4%Reduced
Meridian Wealth Management, LLC2,430$284.9K0.01%−75−3.0%Reduced
Manchester Capital Management LLC2,427$284.6K0.04%+42+1.8%Added
Exchange Traded Concepts, LLC2,396$281.0K0.00%−1,020−29.9%Reduced
Patten Group, Inc.2,392$280.5K0.05%−990−29.3%Reduced
Fiduciary Alliance LLC2,386$279.8K0.02%−558−19.0%Reduced
Centaurus Financial, Inc.2,380$279.0K0.01%−191−7.4%Reduced
Diversified Trust Co2,377$278.7K0.01%−3−0.1%Reduced
Clearstead Advisors, LLC2,359$276.6K0.00%+388+19.7%Added
Stephens Inc2,350$275.6K0.00%+80+3.5%Added
Ieq Capital, LLC2,340$274.4K0.00%+2,340New
Personal Cfo Solutions, LLC2,317$271.7K0.04%+446+23.8%Added
HBK Sorce Advisory LLC2,009$271.4K0.01%−15−0.7%Reduced
Trust Asset Management LLC2,292$268.8K0.02%−90−3.8%Reduced
Myriad Asset Management US LP2,289$268.4K0.45%−6,537−74.1%Reduced
Capital Analysts, LLC2,280$267.0K0.01%−54−2.3%Reduced
First Eagle Investment Management, LLC2,259$264.9K0.00%−655−22.5%Reduced
Arvest Bank Trust Division2,242$262.9K0.01%+2,242New
Providence Capital Advisors, LLC2,241$262.8K0.04%00.0%Unchanged
State of Wyoming2,213$259.5K0.03%+2,213New
Pallas Capital Advisors LLC2,205$258.6K0.01%+12+0.5%Added
Riversedge Advisors, LLC2,199$257.9K0.04%+316+16.8%Added
Opal Wealth Advisors, LLC2,169$254.3K0.07%+99+4.8%Added
Apella Capital, LLC2,168$254.2K0.01%+5+0.2%Added
Guardian Wealth Advisors, LLC2,158$253.1K0.02%+42+2.0%Added
Clark Capital Management Group, Inc.2,155$252.7K0.00%−642,887−99.7%Reduced
Smartleaf Asset Management LLC2,133$252.0K0.01%+114+5.6%Added
Colonial Trust Co2,145$251.5K0.03%−28−1.3%Reduced
Smithfield Trust Co2,145$251.0K0.01%00.0%Unchanged
Integrated Wealth Concepts LLC2,139$250.8K0.00%−1,355−38.8%Reduced
Hancock Whitney Corp2,130$249.8K0.00%−65−3.0%Reduced
Red Door Wealth Management, LLC2,130$249.8K0.03%+10.0%Added
Catalytic Wealth RIA, LLC2,129$249.7K0.01%−7,576−78.1%Reduced
AMG National Trust Bank2,121$248.7K0.01%00.0%Unchanged
Fortem Financial Group, LLC2,100$246.2K0.07%−5−0.2%Reduced
Edmp, Inc.2,091$245.2K0.20%00.0%Unchanged
Stratos Wealth Partners, LTD.2,074$243.2K0.00%−67−3.1%Reduced
Omnia Family Wealth, LLC2,065$242.7K0.07%00.0%Unchanged
Roman Butler Fullerton & Co1,894$242.0K0.06%+178+10.4%Added
Nilsine Partners, LLC2,061$241.7K0.02%+247+13.6%Added
Ignite Planners, LLC1,929$241.3K0.04%+289+17.6%Added
Second Line Capital, LLC2,045$240.3K0.05%+113+5.8%Added
Juncture Wealth Strategies, LLC2,019$236.7K0.08%00.0%Unchanged
Stratos Wealth Advisors, LLC2,018$236.7K0.01%−75−3.6%Reduced
Prime Capital Investment Advisors, LLC2,004$235.0K0.00%+2,004New
Stonehaven Wealth & Tax Solutions, LLC2,000$234.5K0.21%−69−3.3%Reduced
Spectrum Investment Advisors, Inc.2,000$234.5K0.12%+2,000New
Premier Path Wealth Partners, LLC1,993$233.7K0.03%+103+5.4%Added
Stokes Family Office, LLC1,985$232.7K0.02%+1,985New
Franchise GP Ltd1,960$229.8K0.27%+1,960New
Ashton Thomas Private Wealth, LLC1,950$229.2K0.01%+1,950New
Graetz Wealth LLC1,945$228.0K0.21%+1,945New
AlphaCore Capital LLC1,928$226.6K0.01%−163−7.8%Reduced
Three Seasons Wealth, LLC1,927$226.5K0.02%00.0%Unchanged
NorthRock Partners, LLC1,925$224.8K0.00%−1,950−50.3%Reduced
Cigna Investments Inc1,916$224.0K0.03%−60−3.0%Reduced
Waystone Advisors LLC1,892$221.9K0.19%+1,892New
Harbor Asset Planning, Inc.1,886$221.2K0.19%00.0%Unchanged
National Asset Management, Inc.1,877$220.1K0.01%−353−15.8%Reduced
SmartHarvest Portfolios, LLC1,869$219.2K0.08%+1,869New
Torren Management, LLC1,867$218.9K0.11%+1,867New
Symmetry Partners, LLC1,850$217.0K0.01%00.0%Unchanged
Wayfinding Financial, LLC1,839$216.0K0.09%+191+11.6%Added
Patton Fund Management, Inc.1,816$212.9K0.03%−345−16.0%Reduced
Ronald Blue Trust, Inc.1,816$212.9K0.00%+39+2.2%Added
Ameritas Investment Partners, Inc.1,798$210.8K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC1,794$210.4K0.04%+68+3.9%Added
Teza Capital Management LLC1,762$206.6K0.67%+1,762New
Kovack Advisors, Inc.1,760$206.3K0.01%+1,760New
Badgley Phelps Wealth Managers, LLC1,754$206.1K0.00%+1,754New
Dorsey & Whitney Trust CO LLC1,753$205.6K0.01%+1,753New
Fisher Asset Management, LLC1,746$204.8K0.00%+1,746New
Sagewood Asset Management LP1,746$204.7K0.07%+1,746New
Summit Financial, LLC1,741$204.6K0.00%−247−12.4%Reduced
BBR Partners, LLC1,738$203.8K0.01%+50+3.0%Added
SG Trading Solutions, LLC1,726$202.0K0.05%+1,726New
Key Financial Inc1,604$188.1K0.03%00.0%Unchanged
Harbour Investments, Inc.1,590$186.4K0.00%−260−14.1%Reduced
Whittier Trust Co of Nevada Inc1,500$181.7K0.00%+1,500New