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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 7,260 | $333.0K | 0.17% | −400−5.2% | Reduced |
| IBM Retirement Fund | 7,402 | $340.0K | 0.03% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 7,432 | $341.0K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,533 | $345.0K | 0.03% | −631−7.7% | Reduced |
| Clarius Group, LLC | 7,587 | $348.0K | 0.03% | +55+0.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,590 | $349.0K | 0.05% | +250+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,634 | $351.0K | 0.00% | −15−0.2% | Reduced |
| Anchor Investment Management, LLC | 7,687 | $353.0K | 0.05% | −620−7.5% | Reduced |
| SG Americas Securities, LLC | 7,833 | $360.0K | 0.00% | −291,647−97.4% | Reduced |
| Exchange Traded Concepts, LLC | 7,854 | $361.0K | 0.01% | +1,484+23.3% | Added |
| Stratos Wealth Partners, LTD. | 7,872 | $362.0K | 0.01% | +12+0.2% | Added |
| Jump Financial, LLC | 7,879 | $362.0K | 0.03% | +7,879 | New |
| Campbell & CO Investment Adviser LLC | 7,903 | $363.0K | 0.12% | +7,903 | New |
| Crossmark Global Holdings, Inc. | 8,093 | $372.0K | 0.01% | +110+1.4% | Added |
| Beacon Pointe Advisors, LLC | 8,171 | $375.0K | 0.01% | −1,332−14.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,193 | $376.2K | 0.00% | −129,368−94.0% | Reduced |
| Optimum Investment Advisors | 8,307 | $381.0K | 0.16% | −18,021−68.4% | Reduced |
| Transcend Wealth Collective, LLC | 7,890 | $384.0K | 0.03% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 8,600 | $395.0K | 0.04% | 00.0% | Unchanged |
| World Asset Management Inc | 8,793 | $404.0K | 0.04% | −136−1.5% | Reduced |
| Greylin Investment Mangement Inc | 8,860 | $407.0K | 0.08% | −4,950−35.8% | Reduced |
| Oak Associates, Ltd | 8,855 | $407.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,919 | $409.6K | 0.07% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,100 | $418.0K | 0.31% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,173 | $421.0K | 0.01% | +20.0% | Added |
| Steward Partners Investment Advisory, LLC | 9,185 | $422.0K | 0.01% | +195+2.2% | Added |
| Advisor Partners LLC | 9,341 | $429.0K | 0.03% | −587−5.9% | Reduced |
| Versor Investments LP | 9,474 | $435.0K | 0.01% | +9,474 | New |
| Lingohr & Partner Asset Management GmbH | 9,497 | $436.0K | 1.16% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,835 | $452.0K | 0.01% | +9,835 | New |
| Baird Financial Group, Inc. | 9,993 | $459.0K | 0.00% | −784−7.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $459.0K | 0.06% | 00.0% | Unchanged |
| Washington Capital Management Inc | 10,000 | $459.2K | 0.41% | +10,000 | New |
| Cetera Investment Advisers | 10,187 | $468.0K | 0.01% | −320−3.0% | Reduced |
| Wedge Capital Management L L P | 10,433 | $479.0K | 0.01% | −493,464−97.9% | Reduced |
| Illinois Municipal Retirement Fund | 10,515 | $483.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 14,194 | $483.0K | 0.55% | +14,194 | New |
| Meeder Asset Management Inc | 10,709 | $492.0K | 0.03% | −2,278−17.5% | Reduced |
| M&T Bank Corp | 10,746 | $493.0K | 0.00% | +19+0.2% | Added |
| Johnson Investment Counsel Inc | 10,724 | $494.0K | 0.01% | 00.0% | Unchanged |
| Telemus Capital, LLC | 10,869 | $499.0K | 0.04% | +2,969+37.6% | Added |
| Institute for Wealth Management, LLC. | 10,941 | $502.0K | 0.09% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 11,005 | $505.0K | 0.00% | −65,994−85.7% | Reduced |
| Thrivent Financial for Lutherans | 11,132 | $511.0K | 0.00% | −44,664−80.0% | Reduced |
| JustInvest LLC | 11,289 | $518.0K | 0.05% | −3,037−21.2% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,456 | $526.0K | 0.61% | −946−7.6% | Reduced |
| Corient Capital Partners, LLC | 11,466 | $527.0K | 0.04% | −1,339−10.5% | Reduced |
| E. Ohman J:or Asset Management AB | 11,500 | $528.1K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11,542 | $531.0K | 0.19% | +60+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,788 | $541.0K | 0.01% | −223−1.9% | Reduced |
| Raymond James Trust N.A. | 12,035 | $552.0K | 0.02% | +48+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 12,209 | $560.0K | 0.00% | −632−4.9% | Reduced |
| Brewin Dolphin Ltd | 12,200 | $560.2K | 0.02% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,400 | $569.0K | 0.06% | 00.0% | Unchanged |
| Stephens Inc | 12,554 | $576.0K | 0.01% | +12,554 | New |
| Personal Cfo Solutions, LLC | 12,657 | $581.0K | 0.12% | +998+8.6% | Added |
| Kestra Advisory Services, LLC | 12,907 | $593.0K | 0.01% | −4,173−24.4% | Reduced |
| Boston Private Wealth LLC | 12,940 | $594.0K | 0.01% | −4,222−24.6% | Reduced |
| Shell Asset Management Co | 13,016 | $598.0K | 0.01% | +11,973+1,147.9% | Added |
| Redpoint Investment Management Pty Ltd | 13,049 | $599.0K | 0.05% | −454−3.4% | Reduced |
| Laffer Tengler Investments | 13,303 | $610.9K | 0.18% | +3,113+30.5% | Added |
| Gotham Asset Management, LLC | 13,370 | $614.0K | 0.02% | −5,411−28.8% | Reduced |
| Apollon Wealth Management, LLC | 13,378 | $614.0K | 0.08% | +375+2.9% | Added |
| Magnetar Financial LLC | 13,437 | $617.0K | 0.01% | +13,437 | New |
| Scotia Capital Inc. | 13,708 | $629.0K | 0.00% | +459+3.5% | Added |
| New England Research & Management, Inc. | 13,805 | $634.0K | 0.33% | +13,805 | New |
| Tocqueville Asset Management L.P. | 13,905 | $639.0K | 0.01% | +896+6.9% | Added |
| Westwood Holdings Group Inc. | 14,502 | $667.0K | 0.01% | −154−1.1% | Reduced |
| CIBC World Markets Corp | 14,630 | $672.0K | 0.00% | −3,733−20.3% | Reduced |
| Brinker Capital Investments, LLC | 12,460 | $680.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14,906 | $684.0K | 0.05% | +7,990+115.5% | Added |
| Deprince Race & Zollo Inc | 14,907 | $685.0K | 0.02% | +1,952+15.1% | Added |
| US Bancorp | 14,934 | $686.0K | 0.00% | −5,070−25.3% | Reduced |
| Tower Research Capital LLC (TRC) | 15,001 | $689.0K | 0.02% | −23,936−61.5% | Reduced |
| Kentucky Retirement Systems | 15,053 | $691.0K | 0.03% | −348−2.3% | Reduced |
| Daiwa Securities Group Inc. | 15,078 | $692.0K | 0.00% | +279+1.9% | Added |
| Checchi Capital Advisers, LLC | 15,547 | $714.0K | 0.09% | +153+1.0% | Added |
| Samalin Investment Counsel, LLC | 15,719 | $722.0K | 0.47% | +840+5.6% | Added |
| Louisiana State Employees Retirement System | 16,200 | $744.0K | 0.02% | −300−1.8% | Reduced |
| PEAK6 Investments LLC | 16,292 | $748.0K | 0.02% | −338,472−95.4% | Reduced |
| Synovus Financial Corp | 16,281 | $749.0K | 0.01% | −5,916−26.7% | Reduced |
| WESPAC Advisors, LLC | 16,360 | $751.0K | 0.46% | +6,518+66.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,594 | $762.0K | 0.04% | +8,994+118.3% | Added |
| Trustcore Financial Services, LLC | 16,613 | $763.0K | 0.08% | +1,207+7.8% | Added |
| Kennedy Capital Management, Inc. | 16,808 | $772.0K | 0.02% | −191−1.1% | Reduced |
| CSS LLC | 16,957 | $779.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17,005 | $781.0K | 0.02% | +217+1.3% | Added |
| Integrated Advisors Network LLC | 17,108 | $786.0K | 0.05% | +2,606+18.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,152 | $787.0K | 0.02% | −109−0.6% | Reduced |
| Pinnacle Associates Ltd | 17,245 | $792.0K | 0.01% | −1,936−10.1% | Reduced |
| New Mexico Educational Retirement Board | 17,338 | $796.0K | 0.03% | −400−2.3% | Reduced |
| Group One Trading, L.P. | 17,565 | $807.0K | 0.02% | −10,944−38.4% | Reduced |
| Cypress Capital Group | 18,044 | $829.0K | 0.11% | −2,004−10.0% | Reduced |
| Park Avenue Securities LLC | 18,162 | $834.0K | 0.02% | −903−4.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,277 | $839.0K | 0.24% | +200+1.1% | Added |
| Jupiter Asset Management Ltd | 18,375 | $843.0K | 0.01% | −246,670−93.1% | Reduced |
| HAP Trading, LLC | 18,659 | $857.0K | 0.06% | −26,785−58.9% | Reduced |
| NorthCoast Asset Management LLC | 18,742 | $861.0K | 0.03% | +2,050+12.3% | Added |
| Seeyond | 18,789 | $862.0K | 0.08% | +716+4.0% | Added |
| Elo Mutual Pension Insurance Co | 19,031 | $874.0K | 0.03% | 00.0% | Unchanged |