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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 12,460 | $680.0K | 0.01% | +902+7.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,402 | $677.0K | 0.74% | +2,081+20.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,400 | $676.0K | 0.06% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 12,200 | $665.8K | 0.03% | 00.0% | Unchanged |
| 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 |
| Winton Group Ltd | 11,764 | $642.0K | 0.03% | −1,355−10.3% | Reduced |
| Personal Cfo Solutions, LLC | 11,659 | $636.0K | 0.13% | +703+6.4% | Added |
| E. Ohman J:or Asset Management AB | 11,500 | $627.6K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11,482 | $627.0K | 0.24% | +31+0.3% | Added |
| Windsor Creek Advisors, LLC | 11,000 | $600.0K | 0.23% | +11,000 | New |
| Institute for Wealth Management, LLC. | 10,941 | $597.0K | 0.10% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 10,777 | $588.0K | 0.00% | −2,082−16.2% | Reduced |
| Johnson Investment Counsel Inc | 10,724 | $587.0K | 0.01% | −33−0.3% | Reduced |
| M&T Bank Corp | 10,727 | $585.0K | 0.00% | +31+0.3% | Added |
| Illinois Municipal Retirement Fund | 10,515 | $574.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,507 | $573.0K | 0.01% | +77+0.7% | Added |
| Origin Asset Management LLP | 10,300 | $562.0K | 0.06% | 00.0% | Unchanged |
| North Fourth Asset Management, LP | 10,279 | $561.0K | 0.21% | +10,279 | New |
| Laffer Tengler Investments | 10,190 | $556.1K | 0.21% | +7,641+299.8% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $546.0K | 0.07% | 00.0% | Unchanged |
| Agf Investments Inc. | 9,967 | $544.0K | 0.00% | +126+1.3% | Added |
| Advisor Partners LLC | 9,928 | $542.0K | 0.04% | +25+0.3% | Added |
| WESPAC Advisors, LLC | 9,842 | $537.0K | 1.03% | −16,596−62.8% | Reduced |
| Beacon Pointe Advisors, LLC | 9,503 | $519.0K | 0.02% | +9,503 | New |
| Lingohr & Partner Asset Management GmbH | 9,497 | $518.0K | 1.31% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,171 | $500.0K | 0.01% | +10.0% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $497.0K | 0.39% | −6,300−40.9% | 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 |
| World Asset Management Inc | 8,929 | $487.0K | 0.04% | −387−4.2% | Reduced |
| Atlas Capital Advisors LLC | 8,919 | $486.7K | 0.08% | 00.0% | Unchanged |
| Oak Associates, Ltd | 8,855 | $483.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,600 | $469.0K | 0.04% | −10−0.1% | Reduced |
| Prudential PLC | 8,541 | $466.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 8,373 | $457.0K | 0.00% | +8,373 | New |
| Anchor Investment Management, LLC | 8,307 | $453.3K | 0.06% | +964+13.1% | Added |
| Leonteq Securities AG | 8,299 | $452.9K | 0.03% | +1,842+28.5% | Added |
| Cigna Investments Inc | 8,164 | $445.0K | 0.03% | −1,428−14.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,983 | $436.0K | 0.01% | −168−2.1% | Reduced |
| 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 |
| Stratos Wealth Partners, LTD. | 7,860 | $429.0K | 0.01% | +70+0.9% | Added |
| 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 |
| Fuller & Thaler Asset Management, Inc. | 7,649 | $417.0K | 0.00% | −1,000−11.6% | Reduced |
| 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 |
| Clarius Group, LLC | 7,532 | $411.0K | 0.04% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,432 | $406.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| IBM Retirement Fund | 7,402 | $404.0K | 0.03% | −1,657−18.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,340 | $401.0K | 0.05% | +7,340 | New |
| Horizon Investments, LLC | 7,316 | $399.0K | 0.01% | −3,372−31.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,300 | $398.0K | 0.01% | −3,500−32.4% | Reduced |
| Corbett Road Capital Management, LLC | 7,253 | $396.0K | 0.70% | −1,236−14.6% | Reduced |
| Inspire Advisors, LLC | 7,222 | $394.0K | 0.13% | −4,241−37.0% | 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 |
| Quantinno Capital Management LP | 7,017 | $383.0K | 0.43% | −2,040−22.5% | Reduced |
| Bluestein R H & Co | 7,000 | $382.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 6,884 | $376.0K | 0.04% | −336−4.7% | Reduced |
| American Portfolios Advisors | 6,854 | $374.0K | 0.01% | +6,475+1,708.4% | Added |
| 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 |
| Aspen Investment Management Inc | 6,780 | $370.0K | 0.19% | +6,780 | New |
| GW Henssler & Associates Ltd | 6,675 | $364.0K | 0.02% | +6,675 | New |
| First Mercantile Trust Co | 6,629 | $362.0K | 0.04% | −225−3.3% | Reduced |
| People's United Financial, Inc. | 6,620 | $361.0K | 0.01% | −557−7.8% | Reduced |
| Kestra Private Wealth Services, LLC | 6,553 | $358.0K | 0.02% | +537+8.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,403 | $349.0K | 0.02% | +6,403 | New |
| Exchange Traded Concepts, LLC | 6,370 | $348.0K | 0.01% | +4,595+258.9% | Added |
| Weld Capital Management LLC | 6,266 | $342.0K | 0.35% | +6,266 | New |
| 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 |
| Community Bank & Trust, Waco, Texas | 6,132 | $335.0K | 0.11% | −350−5.4% | Reduced |
| Burns Matteson Capital Management, LLC | 6,113 | $333.6K | 0.26% | +2,257+58.5% | Added |
| Pitcairn Co | 6,108 | $333.0K | 0.02% | −111−1.8% | Reduced |
| Allstate Corp | 6,054 | $330.0K | 0.01% | −1,272−17.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,915 | $323.0K | 0.00% | −69,963−92.2% | Reduced |
| L2 Asset Management, LLC | 5,882 | $321.0K | 0.30% | −291−4.7% | Reduced |
| Smith, Salley & Associates | 5,814 | $317.0K | 0.03% | −467−7.4% | Reduced |
| M&G Investment Management Ltd | 5,742 | $316.0K | 0.00% | +5,742 | New |
| Moody Aldrich Partners LLC | 5,767 | $315.0K | 0.04% | −85−1.5% | Reduced |
| AlphaCentric Advisors LLC | 5,744 | $313.0K | 0.09% | +3,181+124.1% | Added |
| Atlas Private Wealth Advisors | 5,688 | $310.0K | 0.17% | +1,127+24.7% | Added |
| Wetherby Asset Management Inc | 5,655 | $309.0K | 0.02% | +203+3.7% | Added |
| CIBC Private Wealth Group, LLC | 5,638 | $308.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,617 | $307.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 5,487 | $306.0K | 0.03% | −1,856−25.3% | Reduced |
| Regions Financial Corp | 5,580 | $304.0K | 0.00% | +658+13.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 5,528 | $302.0K | 0.07% | −597−9.7% | Reduced |
| Maryland Capital Management | 5,500 | $300.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,478 | $299.0K | 0.04% | +5,478 | New |
| Keebeck Wealth Management, LLC | 5,409 | $296.0K | 0.04% | +5,409 | New |
| Patron Partners Advisors, LLC | 5,400 | $294.0K | 0.22% | 00.0% | Unchanged |