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, Q2 2021
Institutional positions in Pultegroup Inc as of Jun 30, 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
- 681
- 0 vs. Q1 2021
- Shares held
- 228.3M
- +120.1K (+0.1%) vs. Q1 2021
- Total value
- $12.5B
- +$501.7M (+4.2%) vs. Q1 2021
- New holders
- 70
- 242 more added
- Sold out
- 70
- 253 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| WestEnd Advisors, LLC | – | $109 | 0.00% | – | New |
| Crewe Advisors LLC | 20 | $1.00K | 0.00% | −64−76.2% | Reduced |
| Salem Investment Counselors Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 20 | $1.00K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Strategic Blueprint, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Clearview Wealth Advisors LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bartlett & Co. Wealth Management LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $2.00K | 0.00% | −69−71.1% | Reduced |
| Washington Trust Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 42 | $2.00K | 0.00% | +1+2.4% | Added |
| Wolverine Asset Management LLC | 45 | $2.00K | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Waycross Partners, LLC | 63 | $3.00K | 0.00% | −64,117−99.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 58 | $3.00K | 0.00% | +58 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 57 | $3.00K | 0.00% | +57 | New |
| Sonora Investment Management, LLC | 63 | $3.00K | 0.00% | +63 | New |
| Financial Management Professionals, Inc. | 80 | $4.00K | 0.00% | +37+86.0% | Added |
| Raffa Wealth Management, LLC | 78 | $4.26K | 0.00% | −2−2.5% | Reduced |
| Evoke Wealth, LLC | 89 | $5.00K | 0.00% | −20−18.3% | Reduced |
| Motco | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 97 | $5.00K | 0.00% | +54+125.6% | Added |
| Lee Financial Co | 94 | $5.00K | 0.00% | +94 | New |
| Crescent Capital Consulting, LLC | 86 | $5.00K | 0.00% | +86 | New |
| Brown Brothers Harriman & Co | 116 | $6.00K | 0.00% | +1+0.9% | Added |
| Wolff Wiese Magana LLC | 101 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 124 | $6.77K | 0.00% | +24+24.0% | Added |
| Sugarloaf Wealth Management, LLC | 125 | $7.00K | 0.00% | −48−27.7% | Reduced |
| Gemmer Asset Management LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 123 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 140 | $8.00K | 0.00% | −146−51.0% | Reduced |
| Westside Investment Management, Inc. | 164 | $8.00K | 0.00% | +1+0.6% | Added |
| First Horizon Corp | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 168 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 156 | $9.00K | 0.00% | −27−14.8% | Reduced |
| Clearstead Advisors, LLC | 187 | $10.0K | 0.00% | −92−33.0% | Reduced |
| BerganKDV Wealth Management, LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 186 | $10.0K | 0.00% | +186 | New |
| Eagle Bay Advisors LLC | 159 | $10.0K | 0.01% | +159 | New |
| MUFG Americas Holdings Corp | 208 | $11.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $11.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 198 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 220 | $12.0K | 0.00% | −12,000−98.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 221 | $12.0K | 0.00% | −70−24.1% | Reduced |
| Sutton Wealth Advisors Inc. | 231 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 262 | $13.0K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 243 | $13.0K | 0.01% | +243 | New |
| Whittier Trust Co | 280 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 285 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 329 | $18.0K | 0.01% | +18+5.8% | Added |
| Ancora Advisors, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 427 | $22.1K | 0.01% | +366+600.0% | Added |
| Financial Perspectives, Inc | 410 | $22.4K | 0.01% | −21,090−98.1% | Reduced |
| FinTrust Capital Advisors, LLC | 446 | $24.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 459 | $25.0K | 0.00% | −2−0.4% | Reduced |
| CX Institutional | 449 | $25.0K | 0.00% | +73+19.4% | Added |
| Kelly Lawrence W & Associates Inc | 500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 533 | $29.0K | 0.00% | +138+34.9% | Added |
| Allworth Financial LP | 562 | $31.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 612 | $33.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 654 | $35.0K | 0.01% | +337+106.3% | Added |
| Geneos Wealth Management Inc. | 706 | $38.0K | 0.00% | −229−24.5% | Reduced |
| Advisors Asset Management, Inc. | 690 | $38.0K | 0.00% | +690 | New |
| Zions Bancorporation, N.A. | 708 | $39.0K | 0.00% | −1,228−63.4% | Reduced |
| Pacific Center for Financial Services | 712 | $39.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 710 | $39.0K | 0.01% | +365+105.8% | Added |
| Vigilant Capital Management, LLC | 800 | $44.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 891 | $48.0K | 0.00% | −4,049−82.0% | Reduced |
| Arkadios Wealth Advisors | 915 | $49.0K | 0.01% | +79+9.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 919 | $50.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 929 | $50.7K | 0.00% | −3,513−79.1% | Reduced |
| Canada Pension Plan Investment Board | 937 | $51.0K | 0.00% | +937 | New |
| Shell Asset Management Co | 1,043 | $57.0K | 0.00% | −545−34.3% | Reduced |
| Altshuler Shaham Ltd | 1,039 | $57.0K | 0.00% | +1,039 | New |
| Lumature Wealth Partners, LLC | 1,061 | $58.0K | 0.02% | −125−10.5% | Reduced |
| Quadrant Capital Group LLC | 1,129 | $62.0K | 0.01% | −9−0.8% | Reduced |
| Aua Capital Management, LLC | 1,250 | $68.0K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 1,352 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,408 | $77.0K | 0.00% | +400+39.7% | Added |