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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
Wealthcare Advisory Partners LLC1,479$78.0K0.01%––
Gradient Investments LLC1,504$79.0K0.00%––
NEXT Financial Group, Inc1,525$80.0K0.01%––
Shell Asset Management Co1,588$83.0K0.00%––
Hexagon Capital Partners LLC1,645$86.0K0.02%––
IFP Advisors, Inc1,689$89.0K0.00%––
Exchange Traded Concepts, LLC1,775$93.0K0.00%––
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,804$94.6K0.02%––
Migdal Insurance & Financial Holdings Ltd.1,871$98.0K0.00%––
Zions Bancorporation, N.A.1,936$101.0K0.01%––
Compagnie Lombard Odier SCmA1,959$103.0K0.00%––
Capital Analysts, LLC1,989$104.0K0.01%––
Private Capital Group, LLC1,989$105.0K0.03%––
Fortis Advisors, LLC2,172$114.0K0.08%––
Huntington National Bank2,295$121.0K0.00%––
Proequities, Inc.2,310$121.0K0.01%––
Logan Capital Management Inc2,350$123.0K0.01%––
Manchester Capital Management LLC2,350$123.0K0.02%––
Laffer Tengler Investments2,549$133.7K0.05%––
AlphaCentric Advisors LLC2,563$134.0K0.05%––
Focused Wealth Management, Inc2,600$136.0K0.02%––
Bessemer Group Inc2,642$138.0K0.00%––
Harvest Fund Management Co., Ltd2,653$139.0K0.01%––
Harbour Investments, Inc.2,747$144.0K0.01%––
Sentry Investment Management LLC2,858$150.0K0.04%––
Parallel Advisors, LLC2,968$156.0K0.01%––
Providence Capital Advisors, LLC3,187$167.0K0.06%––
Capital Investment Advisors, LLC3,253$171.0K0.01%––
Signaturefd, LLC3,366$177.0K0.01%––
Fifth Third Bancorp3,392$178.0K0.00%––
Ellevest, Inc.3,394$178.0K0.02%––
Bourgeon Capital Management LLC3,750$197.0K0.04%––
Burns Matteson Capital Management, LLC3,856$202.2K0.19%––
Teza Capital Management LLC3,901$205.0K0.04%––
Ameritas Investment Partners, Inc.3,932$206.0K0.01%––
Diversified Trust Co3,928$206.0K0.01%––
Covenant Multifamily Offices, LLC4,019$211.0K0.04%––
Central Trust Co4,080$214.0K0.01%––
Virtu Financial LLC4,082$214.0K0.02%––
Conning Inc.4,093$215.0K0.01%––
LS Investment Advisors, LLC4,120$216.0K0.01%––
Pathstone Family Office, LLC4,110$216.0K0.01%––
Profund Advisors LLC4,193$220.0K0.01%––
Family Firm, Inc.4,210$221.0K0.06%––
Intersect Capital LLC4,233$222.0K0.05%––
Bristlecone Advisors, LLC4,230$222.0K0.03%––
IHT Wealth Management, LLC4,276$224.0K0.02%––
Paradigm Financial Partners, LLC4,272$224.0K0.06%––
BBR Partners, LLC4,287$225.0K0.02%––
Jane Street Group, LLC4,368$229.0K0.00%––
Stephenson National Bank & Trust4,433$232.0K0.16%––
BCJ Capital Management, LLC4,423$232.0K0.03%––
TD Private Client Wealth LLC4,442$232.9K0.01%––
Stephens Inc4,506$236.0K0.00%––
South Dakota Investment Council4,500$236.0K0.00%––
Cresset Asset Management, LLC4,536$238.0K0.00%––
NorthCoast Asset Management LLC4,554$239.0K0.01%––
Atlas Private Wealth Advisors4,561$239.0K0.13%––
Ethic Inc.4,592$241.0K0.04%––
MAI Capital Management4,609$242.0K0.01%––
Brown Capital Management LLC4,632$243.0K0.00%––
Verition Fund Management LLC4,670$245.0K0.00%––
Paragon Capital Management Ltd4,680$245.0K0.13%––
Cullen/Frost Bankers, Inc.4,698$246.0K0.01%––
We Are One Seven, LLC4,707$246.0K0.04%––
King Luther Capital Management Corp4,717$247.0K0.00%––
Evolution Wealth Advisors, LLC4,708$247.0K0.06%––
Toth Financial Advisory Corp4,725$248.0K0.04%––
Glen Eagle Advisors, LLC4,780$250.7K0.09%––
Clarkston Capital Partners, LLC4,829$253.0K0.00%––
Quilter Plc4,846$254.0K0.01%––
International Assets Investment Management, LLC15,368$257.0K0.02%––
Peapack Gladstone Financial Corp4,921$258.0K0.01%––
Regions Financial Corp4,922$258.0K0.00%––
Carroll Financial Associates, Inc.4,940$259.0K0.02%––
Vestcor Inc4,988$262.0K0.01%––
Impax Asset Management Group plc5,159$271.0K0.00%––
Greenleaf Trust5,292$278.0K0.00%––
Vestmark Advisory Solutions, Inc.5,386$282.0K0.03%––
Patron Partners Advisors, LLC5,400$283.0K0.24%––
Wetherby Asset Management Inc5,452$286.0K0.02%––
Maryland Capital Management5,500$288.0K0.02%––
Paloma Partners Management Co5,594$293.0K0.01%––
Financial Counselors Inc5,617$295.0K0.01%––
CIBC Private Wealth Group, LLC5,638$296.0K0.00%––
Ontario Teachers Pension Plan Board5,736$301.0K0.00%––
Moody Aldrich Partners LLC5,852$307.0K0.04%––
Kestra Private Wealth Services, LLC6,016$315.0K0.02%––
Pinnacle Wealth Management Advisory Group, LLC6,125$321.0K0.09%––
L2 Asset Management, LLC6,173$324.0K0.33%––
Private Advisor Group, LLC6,219$326.0K0.00%––
Pitcairn Co6,219$327.0K0.02%––
Swiss Life Asset Management Ltd6,270$328.7K0.00%––
Smith, Salley & Associates6,281$329.0K0.03%––
AdvisorNet Financial, Inc6,371$334.0K0.02%––
Leonteq Securities AG6,457$338.6K0.02%––
Community Bank & Trust, Waco, Texas6,482$340.0K0.12%––
PDT Partners, LLC6,700$351.0K0.03%––
Sterling Manor Financial, LLC6,770$355.0K0.32%––
Schwartz Investment Counsel Inc6,798$356.0K0.02%––