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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
Jacobi Capital Management LLC1,500$69.0K0.01%+36+2.5%Added
Archer Investment Corp1,510$69.3K0.03%00.0%Unchanged
NEXT Financial Group, Inc1,536$70.0K0.01%−529−25.6%Reduced
State of Wyoming1,578$72.0K0.05%+139+9.7%Added
Arlington Partners LLC1,574$72.0K0.02%+1,574New
Acadian Asset Management LLC1,704$78.0K0.00%−16,164−90.5%Reduced
Quadrant Capital Group LLC1,757$81.0K0.01%+628+55.6%Added
DuPont Capital Management Corp1,817$83.0K0.00%−54,997−96.8%Reduced
Deseret Mutual Benefit Administrators1,931$89.0K0.02%−547−22.1%Reduced
Compagnie Lombard Odier SCmA1,959$90.0K0.00%00.0%Unchanged
Capital Analysts, LLC1,965$90.0K0.01%00.0%Unchanged
Private Capital Group, LLC1,997$92.0K0.02%+35+1.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital2,184$100.0K0.00%−41,137−95.0%Reduced
Fortis Advisors, LLC2,172$100.0K0.06%00.0%Unchanged
Glassman Wealth Services2,172$100.0K0.02%+14+0.6%Added
Huntington National Bank2,217$101.0K0.00%+100+4.7%Added
Proequities, Inc.2,225$102.0K0.01%−48−2.1%Reduced
Altshuler Shaham Ltd2,282$106.0K0.00%+1,243+119.6%Added
Logan Capital Management Inc2,350$108.0K0.01%00.0%Unchanged
Manchester Capital Management LLC2,350$108.0K0.01%00.0%Unchanged
IFP Advisors, Inc2,367$110.0K0.00%−1,470−38.3%Reduced
Focused Wealth Management, Inc2,600$119.0K0.02%00.0%Unchanged
Harvest Fund Management Co., Ltd2,653$121.0K0.03%00.0%Unchanged
Harbour Investments, Inc.2,763$127.0K0.00%+102+3.8%Added
Bessemer Group Inc2,821$129.0K0.00%+60+2.2%Added
Koshinski Asset Management, Inc.2,957$135.8K0.01%+2,957New
Providence Capital Advisors, LLC3,187$146.0K0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.3,613$166.0K0.01%00.0%Unchanged
Ellevest, Inc.3,670$169.0K0.02%+234+6.8%Added
Signaturefd, LLC3,777$173.0K0.01%+10+0.3%Added
Fifth Third Bancorp3,821$175.0K0.00%+69+1.8%Added
Parallel Advisors, LLC3,847$177.0K0.01%+475+14.1%Added
Vestcor Inc3,911$180.0K0.01%−550−12.3%Reduced
Capitolis Advisors LLC3,703$183.0K0.00%+3,703New
Cullen/Frost Bankers, Inc.4,029$185.0K0.00%00.0%Unchanged
Creative Financial Designs Inc4,078$187.0K0.03%+4,020+6,931.0%Added
Central Trust Co4,110$189.0K0.01%+30+0.7%Added
Brown Capital Management LLC4,393$202.0K0.00%−239−5.2%Reduced
We Are One Seven, LLC4,318$208.0K0.03%−10.0%Reduced
National Asset Management, Inc.4,555$209.0K0.01%+138+3.1%Added
Allstate Corp4,623$212.0K0.01%−1,431−23.6%Reduced
Covenant Multifamily Offices, LLC4,596$214.0K0.04%00.0%Unchanged
Evolution Wealth Advisors, LLC4,708$216.0K0.05%00.0%Unchanged
Machina Capital S.A.S.4,701$216.0K0.47%+4,701New
Boothbay Fund Management, LLC4,715$217.0K0.01%+4,715New
Glen Eagle Advisors, LLC4,730$217.2K0.06%00.0%Unchanged
MAI Capital Management4,837$222.0K0.00%−24−0.5%Reduced
Family Firm, Inc.4,418$222.0K0.06%+19+0.4%Added
Clarkston Capital Partners, LLC4,859$223.0K0.00%00.0%Unchanged
Patten Group, Inc.4,953$227.0K0.07%−1,212−19.7%Reduced
Paragon Capital Management Ltd4,947$227.0K0.04%+339+7.4%Added
Cresset Asset Management, LLC4,931$228.0K0.00%+268+5.7%Added
Cliftonlarsonallen Wealth Advisors, LLC5,000$230.0K0.01%00.0%Unchanged
Cutler Group LP5,043$231.0K0.02%−11,921−70.3%Reduced
Pinnacle Wealth Management Advisory Group, LLC5,033$231.0K0.05%−495−9.0%Reduced
Financial Counselors Inc5,117$235.0K0.01%−500−8.9%Reduced
Stephenson National Bank & Trust5,124$235.0K0.15%+425+9.0%Added
Impax Asset Management Group plc5,159$237.0K0.00%00.0%Unchanged
Pathstone Family Office, LLC5,170$238.0K0.01%+935+22.1%Added
HBK Sorce Advisory LLC5,208$239.0K0.01%+23+0.4%Added
Greenleaf Trust5,326$245.0K0.00%−45−0.8%Reduced
Blueshift Asset Management, LLC5,352$246.0K0.01%−254,680−97.9%Reduced
Patron Partners Advisors, LLC5,400$247.0K0.18%00.0%Unchanged
Vantage Consulting Group Inc5,391$248.0K0.05%+687+14.6%Added
Keebeck Wealth Management, LLC5,409$249.0K0.05%00.0%Unchanged
Engineers Gate Manager LP5,434$250.0K0.01%+1,604+41.9%Added
Steel Peak Wealth Management LLC5,450$250.0K0.02%+5,450New
Wetherby Asset Management Inc5,481$252.0K0.02%−174−3.1%Reduced
Maryland Capital Management5,500$253.0K0.02%00.0%Unchanged
Systematic Alpha Investments, LLC5,288$254.0K0.01%+5,288New
CIBC Private Wealth Group, LLC5,638$259.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors5,688$261.0K0.14%00.0%Unchanged
M&G Investment Management Ltd5,742$264.0K0.00%00.0%Unchanged
AlphaCentric Advisors LLC5,745$264.0K0.07%+10.0%Added
Regions Financial Corp5,735$264.0K0.00%+155+2.8%Added
Kestra Private Wealth Services, LLC5,783$266.0K0.01%−770−11.8%Reduced
Community Bank & Trust, Waco, Texas5,816$267.0K0.09%−316−5.2%Reduced
Smith, Salley & Associates5,814$267.0K0.02%00.0%Unchanged
Gyon Technologies Capital Management, LP5,816$267.0K0.07%+5,816New
Verdence Capital Advisors LLC5,825$268.0K0.04%+347+6.3%Added
Pitcairn Co5,967$274.0K0.02%−141−2.3%Reduced
South Dakota Investment Council6,080$279.0K0.00%+1,200+24.6%Added
First Mercantile Trust Co6,236$287.0K0.04%−393−5.9%Reduced
Two Sigma Securities, LLC6,400$294.0K0.06%+6,400New
Intersect Capital LLC6,438$296.0K0.05%−366−5.4%Reduced
Bank Julius Baer & Co. Ltd, Zurich6,477$297.0K0.00%−62,059−90.5%Reduced
People's United Financial, Inc.6,571$302.0K0.01%−49−0.7%Reduced
Kentucky Retirement Systems Insurance Trust Fund6,728$309.0K0.03%−156−2.3%Reduced
Schwartz Investment Counsel Inc6,798$312.0K0.01%00.0%Unchanged
American Portfolios Advisors6,874$315.7K0.01%+20+0.3%Added
Ethic Inc.6,890$316.0K0.03%+2,102+43.9%Added
FourThought Financial, LLC6,965$319.0K0.04%−161−2.3%Reduced
Fox Run Management, L.L.C.6,955$319.0K0.20%+3,199+85.2%Added
SkyOak Wealth, LLC6,959$320.0K0.09%+6,959New
XTX Topco Ltd6,992$321.0K0.11%−10,580−60.2%Reduced
Corbett Road Capital Management, LLC6,989$321.0K0.56%−264−3.6%Reduced
Bluestein R H & Co7,000$321.0K0.01%00.0%Unchanged
Quantinno Capital Management LP7,027$323.0K0.36%+10+0.1%Added
HM Payson & Co7,117$327.0K0.01%00.0%Unchanged
Harvest Investment Services, LLC7,165$329.0K0.13%−450−5.9%Reduced