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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 6,165 | $336.0K | 0.10% | +6,165 | New |
| PRW Wealth Management LLC | 6,165 | $336.0K | 0.10% | +6,165 | New |
| Weld Capital Management LLC | 6,266 | $342.0K | 0.35% | +6,266 | New |
| Exchange Traded Concepts, LLC | 6,370 | $348.0K | 0.01% | +4,595+258.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,403 | $349.0K | 0.02% | +6,403 | New |
| Kestra Private Wealth Services, LLC | 6,553 | $358.0K | 0.02% | +537+8.9% | Added |
| People's United Financial, Inc. | 6,620 | $361.0K | 0.01% | −557−7.8% | Reduced |
| First Mercantile Trust Co | 6,629 | $362.0K | 0.04% | −225−3.3% | Reduced |
| GW Henssler & Associates Ltd | 6,675 | $364.0K | 0.02% | +6,675 | New |
| Aspen Investment Management Inc | 6,780 | $370.0K | 0.19% | +6,780 | New |
| Schwartz Investment Counsel Inc | 6,798 | $371.0K | 0.01% | 00.0% | Unchanged |
| Intersect Capital LLC | 6,804 | $371.0K | 0.07% | +2,571+60.7% | Added |
| American Portfolios Advisors | 6,854 | $374.0K | 0.01% | +6,475+1,708.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,884 | $376.0K | 0.04% | −336−4.7% | Reduced |
| AdvisorNet Financial, Inc | 6,916 | $377.0K | 0.03% | +545+8.6% | Added |
| Private Advisor Group, LLC | 6,912 | $377.0K | 0.00% | +693+11.1% | Added |
| Bluestein R H & Co | 7,000 | $382.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,017 | $383.0K | 0.43% | −2,040−22.5% | Reduced |
| FourThought Financial, LLC | 7,126 | $388.0K | 0.05% | −3,823−34.9% | Reduced |
| HM Payson & Co | 7,117 | $388.0K | 0.01% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 7,222 | $394.0K | 0.13% | −4,241−37.0% | Reduced |
| Corbett Road Capital Management, LLC | 7,253 | $396.0K | 0.70% | −1,236−14.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,300 | $398.0K | 0.01% | −3,500−32.4% | Reduced |
| Horizon Investments, LLC | 7,316 | $399.0K | 0.01% | −3,372−31.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,340 | $401.0K | 0.05% | +7,340 | New |
| IBM Retirement Fund | 7,402 | $404.0K | 0.03% | −1,657−18.3% | Reduced |
| CWM Advisors, LLC | 7,414 | $405.0K | 0.05% | −6,215−45.6% | Reduced |
| BP PLC | 7,423 | $405.0K | 0.02% | −3,090−29.4% | Reduced |
| Fort Washington Investment Advisors Inc | 7,432 | $406.0K | 0.00% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,532 | $411.0K | 0.04% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 7,600 | $415.0K | 0.02% | −3,782−33.2% | Reduced |
| Harvest Investment Services, LLC | 7,615 | $415.0K | 0.17% | +7,615 | New |
| Fuller & Thaler Asset Management, Inc. | 7,649 | $417.0K | 0.00% | −1,000−11.6% | Reduced |
| Fortem Financial Group, LLC | 7,660 | $418.0K | 0.21% | −200−2.5% | Reduced |
| Avantax Advisory Services, Inc. | 7,719 | $418.0K | 0.01% | +129+1.7% | Added |
| Stratos Wealth Partners, LTD. | 7,860 | $429.0K | 0.01% | +70+0.9% | Added |
| Telemus Capital, LLC | 7,900 | $431.0K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,890 | $431.0K | 0.06% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,983 | $436.0K | 0.01% | −168−2.1% | Reduced |
| Cigna Investments Inc | 8,164 | $445.0K | 0.03% | −1,428−14.9% | Reduced |
| Leonteq Securities AG | 8,299 | $452.9K | 0.03% | +1,842+28.5% | Added |
| Anchor Investment Management, LLC | 8,307 | $453.3K | 0.06% | +964+13.1% | Added |
| Echo Street Capital Management LLC | 8,373 | $457.0K | 0.00% | +8,373 | New |
| Prudential PLC | 8,541 | $466.0K | 0.00% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,600 | $469.0K | 0.04% | −10−0.1% | Reduced |
| Oak Associates, Ltd | 8,855 | $483.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,919 | $486.7K | 0.08% | 00.0% | Unchanged |
| World Asset Management Inc | 8,929 | $487.0K | 0.04% | −387−4.2% | Reduced |
| Prelude Capital Management, LLC | 9,000 | $491.0K | 0.03% | −562−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,990 | $491.0K | 0.01% | +1,766+24.4% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $497.0K | 0.39% | −6,300−40.9% | Reduced |
| Bradley Foster & Sargent Inc | 9,171 | $500.0K | 0.01% | +10.0% | Added |
| Lingohr & Partner Asset Management GmbH | 9,497 | $518.0K | 1.31% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,503 | $519.0K | 0.02% | +9,503 | New |
| WESPAC Advisors, LLC | 9,842 | $537.0K | 1.03% | −16,596−62.8% | Reduced |
| Advisor Partners LLC | 9,928 | $542.0K | 0.04% | +25+0.3% | Added |
| Agf Investments Inc. | 9,967 | $544.0K | 0.00% | +126+1.3% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $546.0K | 0.07% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10,190 | $556.1K | 0.21% | +7,641+299.8% | Added |
| North Fourth Asset Management, LP | 10,279 | $561.0K | 0.21% | +10,279 | New |
| Origin Asset Management LLP | 10,300 | $562.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,507 | $573.0K | 0.01% | +77+0.7% | Added |
| Illinois Municipal Retirement Fund | 10,515 | $574.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 10,727 | $585.0K | 0.00% | +31+0.3% | Added |
| Johnson Investment Counsel Inc | 10,724 | $587.0K | 0.01% | −33−0.3% | Reduced |
| Baird Financial Group, Inc. | 10,777 | $588.0K | 0.00% | −2,082−16.2% | Reduced |
| Institute for Wealth Management, LLC. | 10,941 | $597.0K | 0.10% | 00.0% | Unchanged |
| Windsor Creek Advisors, LLC | 11,000 | $600.0K | 0.23% | +11,000 | New |
| Liberty Wealth Management LLC | 11,482 | $627.0K | 0.24% | +31+0.3% | Added |
| E. Ohman J:or Asset Management AB | 11,500 | $627.6K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 11,659 | $636.0K | 0.13% | +703+6.4% | Added |
| Winton Group Ltd | 11,764 | $642.0K | 0.03% | −1,355−10.3% | Reduced |
| Raymond James Trust N.A. | 11,987 | $655.0K | 0.02% | −313−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 12,011 | $655.0K | 0.01% | −44−0.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 12,000 | $655.0K | 0.01% | +12,000 | New |
| Brewin Dolphin Ltd | 12,200 | $665.8K | 0.03% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,400 | $676.0K | 0.06% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,402 | $677.0K | 0.74% | +2,081+20.2% | Added |
| Brinker Capital Investments, LLC | 12,460 | $680.0K | 0.01% | +902+7.8% | Added |
| Corient Capital Partners, LLC | 12,805 | $699.0K | 0.05% | −863−6.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,841 | $701.0K | 0.00% | +112+0.9% | Added |
| Deprince Race & Zollo Inc | 12,955 | $707.0K | 0.02% | −6,590−33.7% | Reduced |
| Meeder Asset Management Inc | 12,987 | $709.0K | 0.03% | −59,431−82.1% | Reduced |
| Apollon Wealth Management, LLC | 13,003 | $710.0K | 0.13% | −2,245−14.7% | Reduced |
| Tocqueville Asset Management L.P. | 13,009 | $710.0K | 0.01% | +4,453+52.0% | Added |
| Scotia Capital Inc. | 13,249 | $723.0K | 0.01% | +1,539+13.1% | Added |
| Redpoint Investment Management Pty Ltd | 13,503 | $737.0K | 0.06% | 00.0% | Unchanged |
| FORA Capital, LLC | 13,797 | $753.0K | 0.14% | +13,797 | New |
| Greylin Investment Mangement Inc | 13,810 | $754.0K | 0.15% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 13,846 | $756.0K | 0.03% | −15,509−52.8% | Reduced |
| JustInvest LLC | 14,326 | $782.0K | 0.08% | +5,858+69.2% | Added |
| Integrated Advisors Network LLC | 14,502 | $791.0K | 0.06% | +819+6.0% | Added |
| Westwood Holdings Group Inc. | 14,656 | $800.0K | 0.01% | −303,211−95.4% | Reduced |
| Daiwa Securities Group Inc. | 14,799 | $808.0K | 0.01% | +992+7.2% | Added |
| Samalin Investment Counsel, LLC | 14,879 | $812.0K | 0.53% | −422−2.8% | Reduced |
| Trustmark National Bank Trust Department | 15,162 | $827.0K | 0.07% | −4,150−21.5% | Reduced |
| Kentucky Retirement Systems | 15,401 | $840.0K | 0.04% | −362−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 15,394 | $840.0K | 0.10% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15,406 | $841.0K | 0.09% | +719+4.9% | Added |
| Louisiana State Employees Retirement System | 16,500 | $900.0K | 0.02% | 00.0% | Unchanged |