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 |
|---|---|---|---|---|---|
| Cliftonlarsonallen Wealth Advisors, LLC | 5,000 | $230.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,931 | $228.0K | 0.00% | +268+5.7% | Added |
| Patten Group, Inc. | 4,953 | $227.0K | 0.07% | −1,212−19.7% | Reduced |
| Paragon Capital Management Ltd | 4,947 | $227.0K | 0.04% | +339+7.4% | Added |
| Clarkston Capital Partners, LLC | 4,859 | $223.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4,837 | $222.0K | 0.00% | −24−0.5% | Reduced |
| Family Firm, Inc. | 4,418 | $222.0K | 0.06% | +19+0.4% | Added |
| Glen Eagle Advisors, LLC | 4,730 | $217.2K | 0.06% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,715 | $217.0K | 0.01% | +4,715 | New |
| Evolution Wealth Advisors, LLC | 4,708 | $216.0K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 4,701 | $216.0K | 0.47% | +4,701 | New |
| Covenant Multifamily Offices, LLC | 4,596 | $214.0K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 4,623 | $212.0K | 0.01% | −1,431−23.6% | Reduced |
| National Asset Management, Inc. | 4,555 | $209.0K | 0.01% | +138+3.1% | Added |
| We Are One Seven, LLC | 4,318 | $208.0K | 0.03% | −10.0% | Reduced |
| Brown Capital Management LLC | 4,393 | $202.0K | 0.00% | −239−5.2% | Reduced |
| Central Trust Co | 4,110 | $189.0K | 0.01% | +30+0.7% | Added |
| Creative Financial Designs Inc | 4,078 | $187.0K | 0.03% | +4,020+6,931.0% | Added |
| Cullen/Frost Bankers, Inc. | 4,029 | $185.0K | 0.00% | 00.0% | Unchanged |
| Capitolis Advisors LLC | 3,703 | $183.0K | 0.00% | +3,703 | New |
| Vestcor Inc | 3,911 | $180.0K | 0.01% | −550−12.3% | Reduced |
| Parallel Advisors, LLC | 3,847 | $177.0K | 0.01% | +475+14.1% | Added |
| Fifth Third Bancorp | 3,821 | $175.0K | 0.00% | +69+1.8% | Added |
| Signaturefd, LLC | 3,777 | $173.0K | 0.01% | +10+0.3% | Added |
| Ellevest, Inc. | 3,670 | $169.0K | 0.02% | +234+6.8% | Added |
| Ameritas Investment Partners, Inc. | 3,613 | $166.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3,187 | $146.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,957 | $135.8K | 0.01% | +2,957 | New |
| Bessemer Group Inc | 2,821 | $129.0K | 0.00% | +60+2.2% | Added |
| Harbour Investments, Inc. | 2,763 | $127.0K | 0.00% | +102+3.8% | Added |
| Harvest Fund Management Co., Ltd | 2,653 | $121.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,600 | $119.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,367 | $110.0K | 0.00% | −1,470−38.3% | Reduced |
| Logan Capital Management Inc | 2,350 | $108.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,350 | $108.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,282 | $106.0K | 0.00% | +1,243+119.6% | Added |
| Proequities, Inc. | 2,225 | $102.0K | 0.01% | −48−2.1% | Reduced |
| Huntington National Bank | 2,217 | $101.0K | 0.00% | +100+4.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,184 | $100.0K | 0.00% | −41,137−95.0% | Reduced |
| Fortis Advisors, LLC | 2,172 | $100.0K | 0.06% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,172 | $100.0K | 0.02% | +14+0.6% | Added |
| Private Capital Group, LLC | 1,997 | $92.0K | 0.02% | +35+1.8% | Added |
| Compagnie Lombard Odier SCmA | 1,959 | $90.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,965 | $90.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,931 | $89.0K | 0.02% | −547−22.1% | Reduced |
| DuPont Capital Management Corp | 1,817 | $83.0K | 0.00% | −54,997−96.8% | Reduced |
| Quadrant Capital Group LLC | 1,757 | $81.0K | 0.01% | +628+55.6% | Added |
| Acadian Asset Management LLC | 1,704 | $78.0K | 0.00% | −16,164−90.5% | Reduced |
| State of Wyoming | 1,578 | $72.0K | 0.05% | +139+9.7% | Added |
| Arlington Partners LLC | 1,574 | $72.0K | 0.02% | +1,574 | New |
| NEXT Financial Group, Inc | 1,536 | $70.0K | 0.01% | −529−25.6% | Reduced |
| Archer Investment Corp | 1,510 | $69.3K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,504 | $69.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,500 | $69.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,500 | $69.0K | 0.01% | +36+2.5% | Added |
| Hexagon Capital Partners LLC | 1,471 | $68.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,378 | $63.0K | 0.07% | −1,319−48.9% | Reduced |
| Exane Derivatives | 1,308 | $60.1K | 0.01% | +881+206.3% | Added |
| Aua Capital Management, LLC | 1,250 | $57.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,189 | $54.0K | 0.00% | +483+68.4% | Added |
| Advisors Asset Management, Inc. | 1,136 | $52.0K | 0.00% | +446+64.6% | Added |
| International Assets Investment Management, LLC | 20,638 | $52.0K | 0.01% | +20,638 | New |
| Sandy Spring Bank | 1,008 | $46.0K | 0.00% | −400−28.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,000 | $45.9K | 0.05% | −1,000−50.0% | Reduced |
| Vigilant Capital Management, LLC | 973 | $45.0K | 0.00% | +173+21.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 919 | $42.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 898 | $41.0K | 0.02% | −163−15.4% | Reduced |
| Allworth Financial LP | 903 | $41.0K | 0.00% | +341+60.7% | Added |
| Arkadios Wealth Advisors | 863 | $39.0K | 0.01% | −52−5.7% | Reduced |
| TD Private Client Wealth LLC | 848 | $38.9K | 0.00% | −81−8.7% | Reduced |
| Zions Bancorporation, N.A. | 708 | $33.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 712 | $33.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 675 | $31.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 612 | $28.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 602 | $28.0K | 0.00% | +143+31.2% | Added |
| Kelly Lawrence W & Associates Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 499 | $23.0K | 0.01% | +499 | New |
| Carroll Financial Associates, Inc. | 464 | $21.0K | 0.00% | −427−47.9% | Reduced |
| Berman Capital Advisors, LLC | 472 | $21.0K | 0.00% | −61−11.4% | Reduced |
| FinTrust Capital Advisors, LLC | 446 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $18.8K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 414 | $18.0K | 0.00% | +152+58.0% | Added |
| CX Institutional | 377 | $17.0K | 0.00% | −72−16.0% | Reduced |
| MUFG Americas Holdings Corp | 352 | $16.0K | 0.00% | +144+69.2% | Added |
| Parkside Financial Bank & Trust | 319 | $15.0K | 0.00% | −10−3.0% | Reduced |
| Carolinas Wealth Consulting LLC | 285 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 261 | $13.0K | 0.01% | +102+64.2% | Added |
| TCI Wealth Advisors, Inc. | 261 | $12.0K | 0.00% | +93+55.4% | Added |
| Brown Brothers Harriman & Co | 271 | $12.0K | 0.00% | +155+133.6% | Added |
| Activest Wealth Management | 238 | $11.0K | 0.01% | +238 | New |
| Sutton Wealth Advisors Inc. | 231 | $10.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 221 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 198 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |