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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 5,371 | $293.0K | 0.00% | +79+1.5% | Added |
| HBK Sorce Advisory LLC | 5,185 | $283.0K | 0.02% | +5,185 | New |
| Impax Asset Management Group plc | 5,159 | $282.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 5,090 | $278.0K | 0.07% | +5,090 | New |
| Occudo Quantitative Strategies LP | 5,023 | $274.0K | 0.04% | −16,138−76.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,000 | $273.0K | 0.01% | +5,000 | New |
| South Dakota Investment Council | 4,880 | $266.0K | 0.00% | +380+8.4% | Added |
| Clarkston Capital Partners, LLC | 4,859 | $265.0K | 0.00% | +30+0.6% | Added |
| MAI Capital Management | 4,861 | $265.0K | 0.01% | +252+5.5% | Added |
| Ethic Inc. | 4,788 | $261.0K | 0.03% | +196+4.3% | Added |
| Glen Eagle Advisors, LLC | 4,730 | $258.1K | 0.08% | −50−1.0% | Reduced |
| Evolution Wealth Advisors, LLC | 4,708 | $257.0K | 0.05% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,704 | $257.0K | 0.04% | +4,704 | New |
| Stephenson National Bank & Trust | 4,699 | $256.0K | 0.17% | +266+6.0% | Added |
| King Luther Capital Management Corp | 4,667 | $255.0K | 0.00% | −50−1.1% | Reduced |
| Cresset Asset Management, LLC | 4,663 | $255.0K | 0.00% | +127+2.8% | Added |
| Brown Capital Management LLC | 4,632 | $253.0K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,608 | $251.0K | 0.12% | −72−1.5% | Reduced |
| Covenant Multifamily Offices, LLC | 4,596 | $251.0K | 0.05% | +577+14.4% | Added |
| Diversified Trust Co | 4,553 | $248.0K | 0.01% | +625+15.9% | Added |
| Vestcor Inc | 4,461 | $243.0K | 0.01% | −527−10.6% | Reduced |
| BCJ Capital Management, LLC | 4,429 | $242.0K | 0.03% | +6+0.1% | Added |
| National Asset Management, Inc. | 4,417 | $241.0K | 0.01% | +4,417 | New |
| Family Firm, Inc. | 4,399 | $240.0K | 0.07% | +189+4.5% | Added |
| Peapack Gladstone Financial Corp | 4,345 | $237.0K | 0.01% | −576−11.7% | Reduced |
| We Are One Seven, LLC | 4,319 | $236.0K | 0.03% | −388−8.2% | Reduced |
| Ci Investments Inc. | 4,246 | $232.0K | 0.00% | −8,846−67.6% | Reduced |
| Pathstone Family Office, LLC | 4,235 | $232.0K | 0.01% | +125+3.0% | Added |
| Bristlecone Advisors, LLC | 4,230 | $231.0K | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 4,140 | $226.0K | 0.01% | +4,140 | New |
| Central Trust Co | 4,080 | $223.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,029 | $220.0K | 0.00% | −669−14.2% | Reduced |
| Savant Capital, LLC | 4,026 | $220.0K | 0.01% | +4,026 | New |
| GWM Advisors LLC | 3,992 | $218.0K | 0.01% | +3,992 | New |
| Profund Advisors LLC | 3,976 | $217.0K | 0.01% | −217−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 3,954 | $216.0K | 0.02% | +3,954 | New |
| Quilter Plc | 3,846 | $210.0K | 0.01% | −1,000−20.6% | Reduced |
| IFP Advisors, Inc | 3,837 | $210.0K | 0.00% | +2,148+127.2% | Added |
| Squarepoint Ops LLC | 3,831 | $209.0K | 0.00% | −427,159−99.1% | Reduced |
| Engineers Gate Manager LP | 3,830 | $209.0K | 0.01% | −7,303−65.6% | Reduced |
| Arrow Investment Advisors, LLC | 3,790 | $207.0K | 0.13% | +3,790 | New |
| Conning Inc. | 3,773 | $206.0K | 0.01% | −320−7.8% | Reduced |
| Signaturefd, LLC | 3,767 | $206.0K | 0.01% | +401+11.9% | Added |
| Qtron Investments LLC | 3,766 | $206.0K | 0.05% | +3,766 | New |
| Fifth Third Bancorp | 3,752 | $205.0K | 0.00% | +360+10.6% | Added |
| Fox Run Management, L.L.C. | 3,756 | $205.0K | 0.19% | +3,756 | New |
| Ameritas Investment Partners, Inc. | 3,613 | $197.0K | 0.01% | −319−8.1% | Reduced |
| Ellevest, Inc. | 3,436 | $188.0K | 0.02% | +42+1.2% | Added |
| Parallel Advisors, LLC | 3,372 | $184.0K | 0.01% | +404+13.6% | Added |
| Providence Capital Advisors, LLC | 3,187 | $174.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,858 | $156.0K | 0.04% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 2,833 | $155.0K | 0.07% | +2,833 | New |
| Bessemer Group Inc | 2,761 | $151.0K | 0.00% | +119+4.5% | Added |
| Harvest Fund Management Co., Ltd | 2,653 | $148.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,697 | $147.0K | 0.16% | +2,697 | New |
| Harbour Investments, Inc. | 2,661 | $145.0K | 0.00% | −86−3.1% | Reduced |
| Focused Wealth Management, Inc | 2,600 | $142.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,478 | $135.0K | 0.03% | +2,478 | New |
| Logan Capital Management Inc | 2,350 | $128.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,350 | $128.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 2,273 | $124.0K | 0.01% | −37−1.6% | Reduced |
| Fortis Advisors, LLC | 2,172 | $119.0K | 0.07% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,158 | $118.0K | 0.02% | +2,055+1,995.1% | Added |
| Huntington National Bank | 2,117 | $115.0K | 0.00% | −178−7.8% | Reduced |
| NEXT Financial Group, Inc | 2,065 | $113.0K | 0.01% | +540+35.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,000 | $109.1K | 0.13% | +2,000 | New |
| Private Capital Group, LLC | 1,962 | $107.0K | 0.02% | −27−1.4% | Reduced |
| Capital Analysts, LLC | 1,965 | $107.0K | 0.01% | −24−1.2% | Reduced |
| Compagnie Lombard Odier SCmA | 1,959 | $107.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,806 | $99.0K | 0.04% | +1,806 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,804 | $98.4K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 1,532 | $84.0K | 0.04% | +1,532 | New |
| Archer Investment Corp | 1,510 | $82.4K | 0.03% | +277+22.5% | Added |
| Gradient Investments LLC | 1,504 | $82.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,510 | $82.0K | 0.03% | +128+9.3% | Added |
| Smithfield Trust Co | 1,500 | $81.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,471 | $80.0K | 0.02% | −174−10.6% | Reduced |
| Jacobi Capital Management LLC | 1,464 | $80.0K | 0.01% | +335+29.7% | Added |
| State of Wyoming | 1,439 | $79.0K | 0.05% | +1,439 | New |
| Sandy Spring Bank | 1,408 | $77.0K | 0.00% | +400+39.7% | Added |
| CWM, LLC | 1,352 | $74.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,250 | $68.0K | 0.04% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,129 | $62.0K | 0.01% | −9−0.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,061 | $58.0K | 0.02% | −125−10.5% | Reduced |
| 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 |
| Canada Pension Plan Investment Board | 937 | $51.0K | 0.00% | +937 | New |
| TD Private Client Wealth LLC | 929 | $50.7K | 0.00% | −3,513−79.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 919 | $50.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 915 | $49.0K | 0.01% | +79+9.4% | Added |
| Carroll Financial Associates, Inc. | 891 | $48.0K | 0.00% | −4,049−82.0% | Reduced |
| Vigilant Capital Management, LLC | 800 | $44.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 706 | $38.0K | 0.00% | −229−24.5% | Reduced |
| Advisors Asset Management, Inc. | 690 | $38.0K | 0.00% | +690 | New |
| Ellis Investment Partners, LLC | 654 | $35.0K | 0.01% | +337+106.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 612 | $33.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 562 | $31.0K | 0.00% | 00.0% | Unchanged |