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 |
|---|---|---|---|---|---|
| TD Ameritrade Investment Management, LLC | 183 | $8.00K | 0.00% | +27+17.3% | Added |
| Baystate Wealth Management LLC | 167 | $8.00K | 0.00% | +1+0.6% | Added |
| Kowal Investment Group, LLC | 182 | $8.00K | 0.00% | +182 | New |
| Earnest Partners LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 164 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 140 | $7.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $7.00K | 0.00% | +150 | New |
| Dark Forest Capital Management LP | 152 | $7.00K | 0.00% | +152 | New |
| Aspire Private Capital, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $6.00K | 0.00% | +125 | New |
| PFG Private Wealth Management, LLC | 126 | $6.00K | 0.00% | +126 | New |
| Wolff Wiese Magana LLC | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 106 | $5.00K | 0.00% | +81+324.0% | Added |
| Crescent Capital Consulting, LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $4.00K | 0.00% | +17+21.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 96 | $4.00K | 0.00% | +96 | New |
| Meridian Wealth Partners, LLC | 93 | $4.00K | 0.00% | +93 | New |
| Raffa Wealth Management, LLC | 78 | $3.58K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $3.00K | 0.00% | −128−68.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 57 | $3.00K | 0.00% | +57 | New |
| Edge Wealth Management LLC | 59 | $3.00K | 0.00% | +59 | New |
| Massmutual Trust Co FSB | 43 | $2.00K | 0.00% | −54−55.7% | Reduced |
| Denali Advisors LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 46 | $2.00K | 0.00% | +26+130.0% | Added |
| Red Tortoise LLC | 54 | $2.00K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 24 | $1.10K | 0.00% | −100−80.6% | Reduced |
| Lee Financial Co | 21 | $1.00K | 0.00% | −73−77.7% | Reduced |
| Versant Capital Management, Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.00K | 0.00% | +31 | New |
| Optiver Holding B.V. | 28 | $1.00K | 0.00% | +28 | New |
| WestEnd Advisors, LLC | – | $91 | 0.00% | – | – |
| Lindbrook Capital, LLC | 6 | $0 | 0.00% | −37−86.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 4 | $0 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 10 | $0 | 0.00% | +10 | New |
| Gerber Kawasaki Wealth & Investment Management | 1 | – | – | +1 | New |
| Sofos Investments, Inc. | 202 | – | – | −1−0.5% | Reduced |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −469,711−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −435,167−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −93,100−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −83,981−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −72,533−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −62,800−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −39,985−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −36,698−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −32,922−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −26,565−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −23,579−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −22,942−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −22,749−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −22,418−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,096−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −19,318−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −15,162−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,797−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −10,279−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −9,967−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −7,719−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −7,423−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,414−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −7,222−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Aspen Investment Management Inc | 0 | $0 | 0.00% | −6,780−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −6,675−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −6,403−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −6,165−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,113−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −5,882−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −5,767−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −5,487−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |