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 |
|---|---|---|---|---|---|
| Brewin Dolphin Ltd | 12,200 | $560.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 12,209 | $560.0K | 0.00% | −632−4.9% | Reduced |
| Raymond James Trust N.A. | 12,035 | $552.0K | 0.02% | +48+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 11,788 | $541.0K | 0.01% | −223−1.9% | Reduced |
| Liberty Wealth Management LLC | 11,542 | $531.0K | 0.19% | +60+0.5% | Added |
| E. Ohman J:or Asset Management AB | 11,500 | $528.1K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 11,466 | $527.0K | 0.04% | −1,339−10.5% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,456 | $526.0K | 0.61% | −946−7.6% | Reduced |
| JustInvest LLC | 11,289 | $518.0K | 0.05% | −3,037−21.2% | Reduced |
| Thrivent Financial for Lutherans | 11,132 | $511.0K | 0.00% | −44,664−80.0% | Reduced |
| Massachusetts Financial Services Co | 11,005 | $505.0K | 0.00% | −65,994−85.7% | Reduced |
| Institute for Wealth Management, LLC. | 10,941 | $502.0K | 0.09% | 00.0% | Unchanged |
| Telemus Capital, LLC | 10,869 | $499.0K | 0.04% | +2,969+37.6% | Added |
| Johnson Investment Counsel Inc | 10,724 | $494.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 10,746 | $493.0K | 0.00% | +19+0.2% | Added |
| Meeder Asset Management Inc | 10,709 | $492.0K | 0.03% | −2,278−17.5% | 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 |
| Wedge Capital Management L L P | 10,433 | $479.0K | 0.01% | −493,464−97.9% | Reduced |
| Cetera Investment Advisers | 10,187 | $468.0K | 0.01% | −320−3.0% | Reduced |
| Washington Capital Management Inc | 10,000 | $459.2K | 0.41% | +10,000 | 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 |
| Verition Fund Management LLC | 9,835 | $452.0K | 0.01% | +9,835 | New |
| Lingohr & Partner Asset Management GmbH | 9,497 | $436.0K | 1.16% | 00.0% | Unchanged |
| Versor Investments LP | 9,474 | $435.0K | 0.01% | +9,474 | New |
| Advisor Partners LLC | 9,341 | $429.0K | 0.03% | −587−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,185 | $422.0K | 0.01% | +195+2.2% | Added |
| Bradley Foster & Sargent Inc | 9,173 | $421.0K | 0.01% | +20.0% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $418.0K | 0.31% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,919 | $409.6K | 0.07% | 00.0% | Unchanged |
| 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 |
| World Asset Management Inc | 8,793 | $404.0K | 0.04% | −136−1.5% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $395.0K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,890 | $384.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8,307 | $381.0K | 0.16% | −18,021−68.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,193 | $376.2K | 0.00% | −129,368−94.0% | Reduced |
| Beacon Pointe Advisors, LLC | 8,171 | $375.0K | 0.01% | −1,332−14.0% | Reduced |
| Crossmark Global Holdings, Inc. | 8,093 | $372.0K | 0.01% | +110+1.4% | Added |
| Campbell & CO Investment Adviser LLC | 7,903 | $363.0K | 0.12% | +7,903 | New |
| 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 |
| Exchange Traded Concepts, LLC | 7,854 | $361.0K | 0.01% | +1,484+23.3% | Added |
| SG Americas Securities, LLC | 7,833 | $360.0K | 0.00% | −291,647−97.4% | Reduced |
| Anchor Investment Management, LLC | 7,687 | $353.0K | 0.05% | −620−7.5% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 7,634 | $351.0K | 0.00% | −15−0.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,590 | $349.0K | 0.05% | +250+3.4% | Added |
| Clarius Group, LLC | 7,587 | $348.0K | 0.03% | +55+0.7% | Added |
| Cigna Investments Inc | 7,533 | $345.0K | 0.03% | −631−7.7% | Reduced |
| Fort Washington Investment Advisors Inc | 7,432 | $341.0K | 0.00% | 00.0% | Unchanged |
| IBM Retirement Fund | 7,402 | $340.0K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 7,260 | $333.0K | 0.17% | −400−5.2% | Reduced |
| Harvest Investment Services, LLC | 7,165 | $329.0K | 0.13% | −450−5.9% | Reduced |
| HM Payson & Co | 7,117 | $327.0K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,027 | $323.0K | 0.36% | +10+0.1% | Added |
| XTX Topco Ltd | 6,992 | $321.0K | 0.11% | −10,580−60.2% | Reduced |
| Corbett Road Capital Management, LLC | 6,989 | $321.0K | 0.56% | −264−3.6% | Reduced |
| Bluestein R H & Co | 7,000 | $321.0K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 6,959 | $320.0K | 0.09% | +6,959 | New |
| FourThought Financial, LLC | 6,965 | $319.0K | 0.04% | −161−2.3% | Reduced |
| Fox Run Management, L.L.C. | 6,955 | $319.0K | 0.20% | +3,199+85.2% | Added |
| Ethic Inc. | 6,890 | $316.0K | 0.03% | +2,102+43.9% | Added |
| American Portfolios Advisors | 6,874 | $315.7K | 0.01% | +20+0.3% | Added |
| Schwartz Investment Counsel Inc | 6,798 | $312.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,728 | $309.0K | 0.03% | −156−2.3% | Reduced |
| People's United Financial, Inc. | 6,571 | $302.0K | 0.01% | −49−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,477 | $297.0K | 0.00% | −62,059−90.5% | Reduced |
| Intersect Capital LLC | 6,438 | $296.0K | 0.05% | −366−5.4% | Reduced |
| Two Sigma Securities, LLC | 6,400 | $294.0K | 0.06% | +6,400 | New |
| First Mercantile Trust Co | 6,236 | $287.0K | 0.04% | −393−5.9% | Reduced |
| South Dakota Investment Council | 6,080 | $279.0K | 0.00% | +1,200+24.6% | Added |
| Pitcairn Co | 5,967 | $274.0K | 0.02% | −141−2.3% | Reduced |
| Verdence Capital Advisors LLC | 5,825 | $268.0K | 0.04% | +347+6.3% | Added |
| Community Bank & Trust, Waco, Texas | 5,816 | $267.0K | 0.09% | −316−5.2% | Reduced |
| Smith, Salley & Associates | 5,814 | $267.0K | 0.02% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 5,816 | $267.0K | 0.07% | +5,816 | New |
| Kestra Private Wealth Services, LLC | 5,783 | $266.0K | 0.01% | −770−11.8% | Reduced |
| M&G Investment Management Ltd | 5,742 | $264.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 5,745 | $264.0K | 0.07% | +10.0% | Added |
| Regions Financial Corp | 5,735 | $264.0K | 0.00% | +155+2.8% | Added |
| Atlas Private Wealth Advisors | 5,688 | $261.0K | 0.14% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,638 | $259.0K | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 5,288 | $254.0K | 0.01% | +5,288 | New |
| Maryland Capital Management | 5,500 | $253.0K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,481 | $252.0K | 0.02% | −174−3.1% | Reduced |
| Engineers Gate Manager LP | 5,434 | $250.0K | 0.01% | +1,604+41.9% | Added |
| Steel Peak Wealth Management LLC | 5,450 | $250.0K | 0.02% | +5,450 | New |
| Keebeck Wealth Management, LLC | 5,409 | $249.0K | 0.05% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 5,391 | $248.0K | 0.05% | +687+14.6% | Added |
| Patron Partners Advisors, LLC | 5,400 | $247.0K | 0.18% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,352 | $246.0K | 0.01% | −254,680−97.9% | Reduced |
| Greenleaf Trust | 5,326 | $245.0K | 0.00% | −45−0.8% | Reduced |
| HBK Sorce Advisory LLC | 5,208 | $239.0K | 0.01% | +23+0.4% | Added |
| Pathstone Family Office, LLC | 5,170 | $238.0K | 0.01% | +935+22.1% | Added |
| Impax Asset Management Group plc | 5,159 | $237.0K | 0.00% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,117 | $235.0K | 0.01% | −500−8.9% | Reduced |
| Stephenson National Bank & Trust | 5,124 | $235.0K | 0.15% | +425+9.0% | Added |
| Cutler Group LP | 5,043 | $231.0K | 0.02% | −11,921−70.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,033 | $231.0K | 0.05% | −495−9.0% | Reduced |