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Livermore
Livermore
ZHEN

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, Q3 2021

Institutional positions in Pultegroup Inc as of Sep 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
655
−18 vs. Q2 2021
Shares held
220.5M
−6.09M (−2.7%) vs. Q2 2021
Total value
$10.1B
−$2.23B (−18.1%) vs. Q2 2021
New holders
61
217 more added
Sold out
79
260 more reduced

8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 655 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ3 2021: $10.1B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2021.

Institutions holding PHM in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lindbrook Capital, LLC6$00.00%−37−86.0%Reduced
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
Syverson Strege & Co4$00.00%+4New
Bell Investment Advisors, Inc10$00.00%+10New
WestEnd Advisors, LLC–$910.00%––
Lee Financial Co21$1.00K0.00%−73−77.7%Reduced
Versant Capital Management, Inc28$1.00K0.00%00.0%Unchanged
BBVA USA20$1.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc19$1.00K0.00%00.0%Unchanged
JNBA Financial Advisors16$1.00K0.00%00.0%Unchanged
Avion Wealth23$1.00K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC20$1.00K0.00%00.0%Unchanged
MCF Advisors LLC31$1.00K0.00%+31New
Optiver Holding B.V.28$1.00K0.00%+28New
West Paces Advisors Inc.24$1.10K0.00%−100−80.6%Reduced
Massmutual Trust Co FSB43$2.00K0.00%−54−55.7%Reduced
Denali Advisors LLC49$2.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC47$2.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC50$2.00K0.00%00.0%Unchanged
Washington Trust Co42$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC43$2.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC46$2.00K0.00%+26+130.0%Added
Red Tortoise LLC54$2.00K0.00%+54New
Clearstead Advisors, LLC59$3.00K0.00%−128−68.4%Reduced
Kayne Anderson Rudnick Investment Management LLC63$3.00K0.00%00.0%Unchanged
Sonora Investment Management, LLC63$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.59$3.00K0.00%00.0%Unchanged
Covington Capital Management57$3.00K0.00%+57New
Edge Wealth Management LLC59$3.00K0.00%+59New
Raffa Wealth Management, LLC78$3.58K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC86$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC89$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.97$4.00K0.00%+17+21.3%Added
Migdal Insurance & Financial Holdings Ltd.96$4.00K0.00%+96New
Meridian Wealth Partners, LLC93$4.00K0.00%+93New
Wolff Wiese Magana LLC101$5.00K0.00%00.0%Unchanged
Motco100$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.106$5.00K0.00%+81+324.0%Added
Aspire Private Capital, LLC140$6.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc123$6.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC130$6.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC125$6.00K0.00%00.0%Unchanged
Vectors Research Management, LLC121$6.00K0.00%00.0%Unchanged
West Oak Capital, LLC125$6.00K0.00%+125New
PFG Private Wealth Management, LLC126$6.00K0.00%+126New
Earnest Partners LLC157$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.164$7.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC140$7.00K0.01%00.0%Unchanged
PSI Advisors, LLC150$7.00K0.00%+150New
Dark Forest Capital Management LP152$7.00K0.00%+152New
TD Ameritrade Investment Management, LLC183$8.00K0.00%+27+17.3%Added
Baystate Wealth Management LLC167$8.00K0.00%+1+0.6%Added
Kowal Investment Group, LLC182$8.00K0.00%+182New
Resolute Partners Group198$9.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC190$9.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC221$10.0K0.00%00.0%Unchanged
Community Bank, N.A.210$10.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.210$10.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.231$10.6K0.00%00.0%Unchanged
Activest Wealth Management238$11.0K0.01%+238New
TCI Wealth Advisors, Inc.261$12.0K0.00%+93+55.4%Added
Brown Brothers Harriman & Co271$12.0K0.00%+155+133.6%Added
Carolinas Wealth Consulting LLC285$13.0K0.00%00.0%Unchanged
Whittier Trust Co280$13.0K0.00%00.0%Unchanged
Eagle Bay Advisors LLC261$13.0K0.01%+102+64.2%Added
Parkside Financial Bank & Trust319$15.0K0.00%−10−3.0%Reduced
MUFG Americas Holdings Corp352$16.0K0.00%+144+69.2%Added
CX Institutional377$17.0K0.00%−72−16.0%Reduced
Ancora Advisors, LLC400$18.0K0.00%00.0%Unchanged
First Command Bank400$18.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.400$18.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.414$18.0K0.00%+152+58.0%Added
Financial Perspectives, Inc410$18.8K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC446$20.0K0.01%00.0%Unchanged
Carroll Financial Associates, Inc.464$21.0K0.00%−427−47.9%Reduced
Berman Capital Advisors, LLC472$21.0K0.00%−61−11.4%Reduced
Kelly Lawrence W & Associates Inc500$23.0K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.499$23.0K0.01%+499New
Walled Lake Planning & Wealth Management, LLC612$28.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC602$28.0K0.00%+143+31.2%Added
Harel Insurance Investments & Financial Services Ltd.675$31.0K0.00%00.0%Unchanged
Zions Bancorporation, N.A.708$33.0K0.00%00.0%Unchanged
Pacific Center for Financial Services712$33.0K0.01%00.0%Unchanged
TD Private Client Wealth LLC848$38.9K0.00%−81−8.7%Reduced
Arkadios Wealth Advisors863$39.0K0.01%−52−5.7%Reduced
Lumature Wealth Partners, LLC898$41.0K0.02%−163−15.4%Reduced
Allworth Financial LP903$41.0K0.00%+341+60.7%Added
Patriot Financial Group Insurance Agency, LLC919$42.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC973$45.0K0.00%+173+21.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,000$45.9K0.05%−1,000−50.0%Reduced
Sandy Spring Bank1,008$46.0K0.00%−400−28.4%Reduced
Advisors Asset Management, Inc.1,136$52.0K0.00%+446+64.6%Added
International Assets Investment Management, LLC20,638$52.0K0.01%+20,638New
Geneos Wealth Management Inc.1,189$54.0K0.00%+483+68.4%Added
Aua Capital Management, LLC1,250$57.0K0.04%00.0%Unchanged
Exane Derivatives1,308$60.1K0.01%+881+206.3%Added
NuWave Investment Management, LLC1,378$63.0K0.07%−1,319−48.9%Reduced
Hexagon Capital Partners LLC1,471$68.0K0.02%00.0%Unchanged
Gradient Investments LLC1,504$69.0K0.00%00.0%Unchanged
Smithfield Trust Co1,500$69.0K0.00%00.0%Unchanged