Skip to main content

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, Q1 2021

Institutional positions in Pultegroup Inc as of Mar 31, 2021. 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
684
No complete 13F data for Q4 2020
Shares held
228.7M
No complete 13F data for Q4 2020
Total value
$12.0B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 684 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 heldQ1 2021: $12.0B
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, Q1 2021

Shares, value and share of portfolio for each institution holding Pultegroup Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PHM in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
MPS Loria Financial Planners, LLC19$00.00%––
SOA Wealth Advisors, LLC.9$00.00%––
Financial Perspectives, Inc21,500$4100.02%––
FIL Ltd18$1.00K0.00%––
Salem Investment Counselors Inc19$1.00K0.00%––
Wealthcare Capital Management LLC27$1.00K0.00%––
Bartlett & Co. LLC24$1.00K0.00%––
JNBA Financial Advisors16$1.00K0.00%––
Fieldpoint Private Securities, LLC20$1.00K0.00%––
Avion Wealth23$1.00K0.00%––
Bartlett & Co. Wealth Management LLC24$1.26K0.00%––
Washington Trust Co42$2.00K0.00%––
Massmutual Trust Co FSB43$2.00K0.00%––
Dividend Assets Capital, LLC38$2.00K0.00%––
Harbor Investment Advisory, LLC47$2.00K0.00%––
San Francisco Sentry Investment Group (Ca)33$2.00K0.00%––
Financial Management Professionals, Inc.43$2.00K0.00%––
Valeo Financial Advisors, LLC38$2.00K0.00%––
Prestige Wealth Management Group LLC43$2.00K0.00%––
Accel Wealth Management41$2.00K0.00%––
Kayne Anderson Rudnick Investment Management LLC63$3.00K0.00%––
Enterprise Financial Services Corp57$3.00K0.00%––
Denali Advisors LLC49$3.00K0.00%––
Tarbox Family Office, Inc.59$3.00K0.00%––
BDO Wealth Advisors, LLC50$3.00K0.00%––
KB Financial Partners, LLC53$3.00K0.00%––
Exane Derivatives61$3.20K0.00%––
ETF Managers Group, LLC78$4.00K0.00%––
Crewe Advisors LLC84$4.00K0.00%––
Raffa Wealth Management, LLC80$4.20K0.00%––
Manchester Financial Inc92$5.00K0.00%––
Motco100$5.00K0.00%––
Glassman Wealth Services103$5.00K0.00%––
Versant Capital Management, Inc97$5.00K0.00%––
Meridian Wealth Partners, LLC90$5.00K0.00%––
Wolff Wiese Magana LLC101$5.00K0.00%––
West Paces Advisors Inc.100$5.24K0.00%––
Brown Brothers Harriman & Co115$6.00K0.00%––
Jones Financial Companies LLLP116$6.00K0.00%––
Farmers & Merchants Investments Inc123$6.00K0.00%––
Vectors Research Management, LLC121$6.00K0.00%––
Evoke Wealth, LLC109$6.00K0.00%––
First Horizon Corp152$7.00K0.00%––
Gemmer Asset Management LLC130$7.00K0.00%––
Wagner Wealth Management, LLC140$7.00K0.01%––
Sun Life Financial INC157$8.00K0.00%––
Earnest Partners LLC157$8.00K0.00%––
TD Ameritrade Investment Management, LLC183$8.00K0.00%––
Westside Investment Management, Inc.163$8.00K0.00%––
Baystate Wealth Management LLC166$9.00K0.00%––
TCI Wealth Advisors, Inc.168$9.00K0.00%––
Sugarloaf Wealth Management, LLC173$9.00K0.00%––
Allred Capital Management, LLC183$9.60K0.00%––
Trust Co200$10.0K0.01%––
BerganKDV Wealth Management, LLC190$10.0K0.00%––
Resolute Partners Group198$10.0K0.00%––
MUFG Americas Holdings Corp208$11.0K0.00%––
Community Bank, N.A.210$11.0K0.00%––
Pinnacle Bancorp, Inc.210$11.0K0.01%––
Sofos Investments, Inc.231$12.1K0.25%––
Sutton Wealth Advisors Inc.231$12.1K0.00%––
First Horizon Advisors, Inc.262$13.0K0.00%––
Clearstead Advisors, LLC279$15.0K0.00%––
Whittier Trust Co280$15.0K0.00%––
Plante Moran Financial Advisors, LLC291$15.0K0.00%––
Aspire Private Capital, LLC286$15.0K0.01%––
Carolinas Wealth Consulting LLC285$15.0K0.00%––
Parkside Financial Bank & Trust311$16.0K0.00%––
Ellis Investment Partners, LLC317$17.0K0.00%––
CVA Family Office, LLC345$18.0K0.01%––
Pacifica Partners Inc.350$19.0K0.02%––
American Portfolios Advisors379$19.9K0.00%––
Berman Capital Advisors, LLC395$20.0K0.00%––
CX Institutional376$20.0K0.00%––
Ancora Advisors, LLC400$21.0K0.00%––
First Command Bank400$21.0K0.00%––
First Command Financial Services, Inc.400$21.0K0.00%––
FinTrust Capital Advisors, LLC446$23.0K0.01%––
Global Retirement Partners, LLC461$24.0K0.00%––
Kelly Lawrence W & Associates Inc500$26.0K0.01%––
NWK Group, Inc.500$26.0K0.01%––
Allworth Financial LP562$29.0K0.00%––
Walled Lake Planning & Wealth Management, LLC612$32.0K0.02%––
Pacific Center for Financial Services712$37.0K0.02%––
Vigilant Capital Management, LLC800$42.0K0.00%––
WealthShield Partners, LLC794$42.0K0.01%––
Arkadios Wealth Advisors836$43.0K0.01%––
Tobam886$46.0K0.00%––
Patriot Financial Group Insurance Agency, LLC919$48.0K0.01%––
Sandy Spring Bank1,008$53.0K0.00%––
Geneos Wealth Management Inc.935$55.0K0.00%––
Alpha DNA Investment Management LLC1,118$58.0K0.07%––
Jacobi Capital Management LLC1,129$59.0K0.01%––
Quadrant Capital Group LLC1,138$60.0K0.01%––
Lumature Wealth Partners, LLC1,186$62.0K0.03%––
Archer Investment Corp1,233$64.7K0.03%––
Aua Capital Management, LLC1,250$66.0K0.04%––
TSFG, LLC1,382$72.0K0.04%––
CWM, LLC1,352$74.0K0.00%––
Smithfield Trust Co1,500$78.0K0.01%––