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 |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 533 | $29.0K | 0.00% | +138+34.9% | Added |
| Kelly Lawrence W & Associates Inc | 500 | $27.0K | 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 |
| FinTrust Capital Advisors, LLC | 446 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $22.4K | 0.01% | −21,090−98.1% | Reduced |
| Exane Derivatives | 427 | $22.1K | 0.01% | +366+600.0% | 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 |
| Parkside Financial Bank & Trust | 329 | $18.0K | 0.01% | +18+5.8% | Added |
| Carolinas Wealth Consulting LLC | 285 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $15.0K | 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 |
| Sutton Wealth Advisors Inc. | 231 | $12.6K | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| West Paces Advisors Inc. | 124 | $6.77K | 0.00% | +24+24.0% | Added |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 78 | $4.26K | 0.00% | −2−2.5% | Reduced |
| Financial Management Professionals, Inc. | 80 | $4.00K | 0.00% | +37+86.0% | Added |
| 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 |
| 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 |
| Bartlett & Co. Wealth Management LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| 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 |
| WestEnd Advisors, LLC | – | $109 | 0.00% | – | New |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Sofos Investments, Inc. | 203 | – | – | −28−12.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 675 | – | – | +510+309.1% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,638,033−100.0% | Sold out |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 0 | $0 | 0.00% | −1,008,744−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −617,044−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −467,354−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −370,573−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −366,191−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −341,593−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −236,138−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −227,486−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −153,600−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −122,696−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −106,493−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −79,045−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −56,300−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,136−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −40,838−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −37,945−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −29,583−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |