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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.

Q4 2021 vs. Q3 2021

How the institutions holding Pultegroup Inc changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of PHM: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders65511712+68
Shares220.5M117.8K218.6M−1.75M (−0.8%)
Value$10.1B$5.41M$12.5B+$2.35B (+23.2%)

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (134)

Institutions that held Pultegroup Inc at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 134 by value.

Institutions new to PHM in Q4 2021
InstitutionSharesValue% of portfolio
Viking Global Investors LPSuperinvestorViking Global Investors913,668$52.2M0.15%
Polaris Wealth Advisory Group, LLC863,282$49.3M2.83%
Alyeska Investment Group, L.P.567,388$32.4M0.37%
Allspring Global Investments Holdings, LLC522,269$29.9M0.03%
Timelo Investment Management Inc.201,135$11.5M6.16%
Masterton Capital Management, LP184,500$10.5M7.70%
Key Square Capital Management LLC174,900$10.0M4.07%
RPG Investment Advisory, LLC138,566$7.92M1.23%
NorthCrest Asset Manangement, LLC123,601$7.07M0.39%
Industrial Alliance Investment Management Inc.116,702$6.67M0.15%
Canada Pension Plan Investment Board94,420$5.40M0.01%
Banque Pictet & Cie SA92,677$5.30M0.04%
Forsta Ap-Fonden54,900$3.14M0.03%
Two Sigma Investments, LP47,895$2.74M0.01%
Yousif Capital Management, LLC45,499$2.60M0.03%
AE Wealth Management LLC43,951$2.51M0.02%
Teamwork Financial Advisors, LLC41,118$2.35M0.43%
GEM Realty Capital38,000$2.17M0.52%
Connor, Clark & Lunn Investment Management Ltd.35,075$2.00M0.01%
UBS Oconnor LLC32,000$1.83M0.02%
Castleview Partners, LLC95,457$1.67M0.01%
Pinnacle Wealth Management, LLC28,744$1.64M1.41%
King Street Capital Management, L.P.27,600$1.58M0.14%
SRB Corp26,908$1.54M0.08%
Golden State Equity Partners22,252$1.27M0.64%
Greystone Financial Group, LLC21,373$1.22M0.29%
WBI Investments21,326$1.14M0.18%
Trail Ridge Investment Advisors, LLC18,500$1.06M0.63%
Riverview Capital Advisers, LLC17,525$1.00M0.45%
Connectus Wealth, LLC17,022$974.0K0.04%
Quantitative Investment Management, LLC15,999$914.0K0.13%
Winton Group Ltd15,508$886.0K0.05%
Occudo Quantitative Strategies LP14,236$814.0K0.07%
Knowledge Leaders Capital, LLC14,123$807.0K0.59%
Corsair Capital Management, L.P.13,377$765.0K0.14%
Lombard Odier Asset Management (USA) Corp12,438$711.0K0.11%
B. Metzler seel. Sohn & Co. AG11,796$668.0K0.01%
Arete Wealth Advisors, LLC11,370$650.0K0.06%
Neuberger Berman Group LLC22,327$607.0K0.00%
Umb Bank N A10,335$591.0K0.01%
CoreCap Advisors, LLC10,155$580.0K0.04%
FORA Capital, LLC8,079$462.0K0.18%
Harris Associates L PSuperinvestorHarris Associates (Oakmark)7,668$438.0K0.00%
Pluribus Labs, LLC6,983$399.0K0.42%
Hancock Whitney Investment Services Inc.6,751$384.0K0.07%
L2 Asset Management, LLC6,714$384.0K0.27%
GW Henssler & Associates Ltd6,573$376.0K0.02%
National Bank of Canada6,475$370.0K0.00%
Coastline Trust Co6,475$370.0K0.04%
Forum Financial Management, LP6,141$351.0K0.02%
American Trust5,932$339.0K0.03%
Modera Wealth Management, LLC5,876$336.0K0.01%
Beacon Investment Advisory Services, Inc.5,801$332.0K0.01%
S. R. Schill & Associates5,742$328.0K0.13%
Aigen Investment Management, LP5,877$326.0K0.02%
ExodusPoint Capital Management, LP5,628$322.0K0.00%
Metis Global Partners, LLC5,614$321.0K0.09%
PDT Partners, LLC5,390$308.0K0.02%
Csenge Advisory Group5,487$306.0K0.03%
Avantax Advisory Services, Inc.5,300$303.0K0.00%
Vigilare Wealth Management5,284$302.0K0.18%
Banco Santander, S.A.5,119$293.0K0.00%
Private Advisor Group, LLC5,069$290.0K0.00%
Syntax Advisors, LLC4,916$281.0K0.21%
AIA Group Ltd4,864$278.0K0.01%
Balentine LLC4,819$275.0K0.01%
Cerity Partners LLC4,520$261.0K0.00%
Bayesian Capital Management, LP4,400$252.0K0.08%
Peapack Gladstone Financial Corp4,272$244.0K0.00%
Bristlecone Advisors, LLC4,230$242.0K0.03%
One Wealth Advisors, LLC4,164$238.0K0.06%
Integrated Wealth Concepts LLC4,158$238.0K0.01%
Profund Advisors LLC4,038$231.0K0.01%
Savant Capital, LLC4,017$230.0K0.01%
StoneX Group Inc.4,013$230.0K0.03%
Gateway Investment Advisers LLC4,001$229.0K0.00%
Schechter Investment Advisors, LLC3,947$226.0K0.02%
Independent Financial Group, LLC3,893$222.5K0.02%
Comerica Securities,inc.3,762$216.0K0.01%
EPG Wealth Management LLC3,735$213.0K0.07%
Coldstream Capital Management Inc3,700$211.0K0.01%
Veritable, L.P.3,685$211.0K0.00%
Vestmark Advisory Solutions, Inc.3,674$210.0K0.01%
Aristides Capital LLC3,544$203.0K0.12%
CWM, LLC3,275$187.0K0.00%
Wahed Invest LLC3,020$173.0K0.10%
TD Waterhouse Canada Inc.3,012$171.4K0.00%
Sentry Investment Management LLC2,218$127.0K0.03%
KRS Capital Management, LLC2,050$117.0K0.10%
Bivin & Associates, Inc.1,734$99.0K0.09%
Snowden Capital Advisors LLC1,636$93.0K0.00%
Covestor Ltd1,421$81.0K0.11%
Oakworth Capital, Inc.1,405$80.0K0.01%
Alpha Paradigm Partners, LLC1,337$76.0K0.03%
Union Investments & Development Ltd.1,200$69.0K0.02%
CVA Family Office, LLC1,195$68.0K0.02%
James Reed Financial Services, Inc.1,135$64.0K0.06%
Fortitude Advisory Group L.L.C.1,111$64.0K0.03%
Quent Capital, LLC1,077$62.0K0.01%
Seldon Capital LP887$51.0K0.03%

Sold out (66)

Institutions that held Pultegroup Inc at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of PHM in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Long Pond Capital, LP713,319$32.8M
Alphinity Investment Management Pty Ltd216,145$9.93M
AMP Capital Investors Ltd210,761$9.68M
Duality Advisers, LP149,367$6.86M
Holocene Advisors, LP142,631$6.55M
Achmea Investment Management B.V.123,603$5.67M
Worldquant Millennium Advisors LLC122,707$5.63M
Tudor Investment Corp Et Al96,020$4.41M
Marketfield Asset Management LLC90,099$4.14M
Swiss Life Asset Management Ltd73,306$3.37M
Appian Way Asset Management LP72,102$3.31M
Capstone Investment Advisors, LLC43,601$2.00M
Point72 Hong Kong Ltd42,808$1.97M
Pearl River Capital, LLC41,198$1.89M
Alberta Investment Management Corp35,539$1.63M
Quantbot Technologies LP34,785$1.60M
Zurich Insurance Group Ltd33,500$1.54M
Artemis Investment Management LLP33,143$1.52M
CIBC World Markets Inc.29,102$1.34M
Y-Intercept (Hong Kong) Ltd28,399$1.30M
Capula Management Ltd27,691$1.27M
Centaurus Financial, Inc.21,896$1.00M
Hudson Bay Capital Management LP20,000$918.0K
Sciencast Management LP19,013$909.0K
Twin Tree Management, LP19,549$898.0K
Echo Street Capital Management LLC19,400$891.0K
Delphi Management Inc19,059$875.0K
Jupiter Asset Management Ltd18,375$843.0K
Magnetar Financial LLC13,437$617.0K
Gotham Asset Management, LLC13,370$614.0K
Stephens Inc12,554$576.0K
Verition Fund Management LLC9,835$452.0K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,193$376.2K
Jump Financial, LLC7,879$362.0K
Harvest Investment Services, LLC7,165$329.0K
Two Sigma Securities, LLC6,400$294.0K
Community Bank & Trust, Waco, Texas5,816$267.0K
Gyon Technologies Capital Management, LP5,816$267.0K
M&G Investment Management Ltd5,742$264.0K
Blueshift Asset Management, LLC5,352$246.0K
Cliftonlarsonallen Wealth Advisors, LLC5,000$230.0K
Boothbay Fund Management, LLC4,715$217.0K
Machina Capital S.A.S.4,701$216.0K
Brown Capital Management LLC4,393$202.0K
Altshuler Shaham Ltd2,282$106.0K
Maverick Capital LtdSuperinvestorMaverick Capital2,184$100.0K
Jacobi Capital Management LLC1,500$69.0K
NuWave Investment Management, LLC1,378$63.0K
International Assets Investment Management, LLC20,638$52.0K
Arkadios Wealth Advisors863$39.0K
Walled Lake Planning & Wealth Management, LLC612$28.0K
D'Orazio & Associates, Inc.499$23.0K
CX Institutional377$17.0K
Activest Wealth Management238$11.0K
Resolute Partners Group198$9.00K
TD Ameritrade Investment Management, LLC183$8.00K
Kowal Investment Group, LLC182$8.00K
Meridian Wealth Partners, LLC93$4.00K
Red Tortoise LLC54$2.00K
West Paces Advisors Inc.24$1.10K
Salem Investment Counselors Inc19$1.00K
MCF Advisors LLC31$1.00K
Clearview Wealth Advisors LLC20$1.00K
Syverson Strege & Co4$0
Lindbrook Capital, LLC6$0
Gerber Kawasaki Wealth & Investment Management1–

Not filed for Q4 2021 yet (11)

Institutions that held Pultegroup Inc at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHM in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
B. Metzler seel. Sohn & Co. Holding AG29,204$1.34M
Optimal Asset Management, Inc.29,060$1.33M
CAMG Solamere Management, LLC19,616$900.0K
NorthCoast Asset Management LLC18,742$861.0K
World Asset Management Inc8,793$404.0K
First Mercantile Trust Co6,236$287.0K
Covenant Multifamily Offices, LLC4,596$214.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA1,000$45.9K
Berman Capital Advisors, LLC472$21.0K
Sonora Investment Management, LLC63$3.00K
BBVA USA20$1.00K