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 |
|---|---|---|---|---|---|
| Wellington-Altus USA Inc. | 1,495 | $175.3K | 0.13% | +1,495 | New |
| Bokf, NA | 1,477 | $173.2K | 0.00% | −24−1.6% | Reduced |
| Cohen & Steers, Inc. | 1,463 | $172.0K | 0.00% | −112,203−98.7% | Reduced |
| Peterson Wealth Services | 1,448 | $169.8K | 0.04% | +1,268+704.4% | Added |
| Fulcrum Asset Management LLP | 1,416 | $167.3K | 0.05% | −25−1.7% | Reduced |
| Bryn Mawr Trust Co | 1,424 | $167.0K | 0.00% | −123−8.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,397 | $163.8K | 0.02% | +1,397 | New |
| TD Waterhouse Canada Inc. | 1,357 | $159.1K | 0.00% | +221+19.5% | Added |
| Massmutual Trust Co FSB | 1,285 | $150.7K | 0.00% | +10+0.8% | Added |
| EverSource Wealth Advisors, LLC | 1,245 | $146.0K | 0.01% | +38+3.1% | Added |
| Keating Financial Advisory Services, Inc. | 1,212 | $142.1K | 0.02% | +1,212 | New |
| SageView Advisory Group, LLC | 1,105 | $129.6K | 0.00% | +1,105 | New |
| Millstone Evans Group, LLC | 1,058 | $124.1K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 1,036 | $121.5K | 0.00% | +168+19.4% | Added |
| Basecamp Wealth Advisors LLC | 1,020 | $119.6K | 0.03% | +1,020 | New |
| Hazlett, Burt & Watson, Inc. | 1,001 | $119.0K | 0.04% | +400+66.6% | Added |
| Essential Partners LLC | 953 | $111.8K | 0.03% | +50+5.5% | Added |
| Bay Harbor Wealth Management, LLC | 879 | $103.3K | 0.03% | −76−8.0% | Reduced |
| Parkside Financial Bank & Trust | 870 | $102.0K | 0.01% | +458+111.2% | Added |
| CNB Bank | 868 | $101.8K | 0.04% | −11−1.3% | Reduced |
| REAP Financial Group, LLC | 866 | $101.6K | 0.02% | +297+52.2% | Added |
| Raiffeisen Bank International AG | 851 | $100.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 814 | $96.0K | 0.05% | −688−45.8% | Reduced |
| Adirondack Trust Co | 815 | $95.6K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 802 | $94.0K | 0.01% | +48+6.4% | Added |
| Private Trust Co NA | 753 | $88.3K | 0.01% | −246−24.6% | Reduced |
| Quarry LP | 742 | $87.0K | 0.01% | +114+18.2% | Added |
| General Partner, Inc. | 718 | $84.2K | 0.05% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 684 | $80.2K | 0.07% | +684 | New |
| Measured Wealth Private Client Group, LLC | 653 | $76.6K | 0.02% | −473−42.0% | Reduced |
| Peoples Financial Services Corp. | 638 | $74.8K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 635 | $74.6K | 0.00% | −329−34.1% | Reduced |
| CVA Family Office, LLC | 635 | $74.5K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 603 | $70.7K | 0.04% | +31+5.4% | Added |
| Rothschild Investment LLC | 594 | $69.6K | 0.00% | −4−0.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 589 | $69.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 587 | $68.8K | 0.00% | +183+45.3% | Added |
| Cornerstone Planning Group LLC | 556 | $68.5K | 0.01% | +474+578.0% | Added |
| Cromwell Holdings LLC | 580 | $68.2K | 0.04% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 563 | $66.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,517 | $65.6K | 0.00% | +5,517 | New |
| Pandora Wealth, Inc. | 557 | $65.3K | 0.04% | −300−35.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 546 | $64.2K | 0.01% | +50+10.1% | Added |
| AdvisorNet Financial, Inc | 504 | $59.0K | 0.00% | +1+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 500 | $58.6K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 499 | $58.5K | 0.02% | +499 | New |
| Hager Investment Management Services, LLC | 487 | $57.1K | 0.03% | +67+16.0% | Added |
| Golden State Wealth Management, LLC | 484 | $56.8K | 0.01% | +75+18.3% | Added |
| Deseret Mutual Benefit Administrators | 477 | $55.9K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 477 | $55.9K | 0.00% | +70+17.2% | Added |
| Capital Advisors, Ltd. LLC | 468 | $55.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 465 | $54.5K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 460 | $54.0K | 0.03% | +460 | New |
| Sentry Investment Management LLC | 431 | $51.0K | 0.03% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 426 | $50.0K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 423 | $49.7K | 0.00% | +179+73.4% | Added |
| Sfam, LLC | 400 | $46.9K | 0.04% | +400 | New |
| Park Place Capital Corp | 394 | $46.2K | 0.01% | −16−3.9% | Reduced |
| Sarver Vrooman Wealth Advisors | 389 | $45.6K | 0.03% | −235−37.7% | Reduced |
| Strive Financial Group ,LLC | 358 | $42.0K | 0.02% | +358 | New |
| Elyxium Wealth, LLC | 349 | $40.9K | 0.01% | +349 | New |
| Beacon Financial Strategies CORP | 340 | $39.9K | 0.02% | +340 | New |
| True Wealth Design, LLC | 336 | $39.4K | 0.01% | −20−5.6% | Reduced |
| DT Investment Partners, LLC | 334 | $39.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 330 | $38.7K | 0.03% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 320 | $37.6K | 0.04% | +320 | New |
| Security National Bank | 317 | $37.2K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 299 | $35.1K | 0.01% | +299 | New |
| Clear Street Markets LLC | 290 | $34.0K | 0.01% | −1,785−86.0% | Reduced |
| Whittier Trust Co | 280 | $33.9K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 283 | $33.2K | 0.01% | +283 | New |
| Park Square Financial Group, LLC | 303 | $33.0K | 0.20% | +65+27.3% | Added |
| Strategic Wealth Partners, Ltd. | 275 | $32.2K | 0.00% | +43+18.5% | Added |
| DV Equities, LLC | 273 | $32.0K | 0.01% | +273 | New |
| Private Wealth Management Group, LLC | 271 | $31.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 269 | $31.5K | 0.01% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 266 | $31.1K | 0.02% | +266 | New |
| JFS Wealth Advisors, LLC | 257 | $30.1K | 0.00% | +45+21.2% | Added |
| Financial Perspectives, Inc | 250 | $29.3K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 221 | $25.9K | 0.00% | −99−30.9% | Reduced |
| LRI Investments, LLC | 221 | $25.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 211 | $24.7K | 0.02% | −2,935−93.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $24.6K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $24.6K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 206 | $24.2K | 0.01% | −59−22.3% | Reduced |
| ORG Partners LLC | 205 | $24.0K | 0.00% | +143+230.6% | Added |
| Costello Asset Management, INC | 200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 200 | $23.5K | 0.01% | +200 | New |
| Reflection Asset Management | 193 | $22.6K | 0.02% | +193 | New |
| Country Trust Bank | 187 | $21.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $21.8K | 0.00% | −4−2.1% | Reduced |
| Fortitude Family Office, LLC | 173 | $20.3K | 0.00% | −4−2.3% | Reduced |
| WPG Advisers, LLC | 169 | $19.8K | 0.01% | −90−34.7% | Reduced |
| United Financial Planning Group LLC | 168 | $19.7K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 158 | $18.5K | 0.00% | −1−0.6% | Reduced |
| Creative Financial Designs Inc | 158 | $18.5K | 0.00% | −47−22.9% | Reduced |
| Evelyn Partners Investment Management LLP | 154 | $18.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $17.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 142 | $17.0K | 0.00% | +76+115.2% | Added |
| TSFG, LLC | 146 | $17.0K | 0.00% | 00.0% | Unchanged |