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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Pultegroup Inc as of Dec 31, 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
712
+68 vs. Q3 2021
Shares held
218.6M
−1.75M (−0.8%) vs. Q3 2021
Total value
$12.5B
+$2.35B (+23.2%) vs. Q3 2021
New holders
134
218 more added
Sold out
66
258 more reduced

11 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 712 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2021: $12.5B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2021.

Institutions holding PHM in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SOA Wealth Advisors, LLC.4$00.00%00.0%Unchanged
Curi Capital3$00.00%+3New
Cassady Schiller Wealth Management, LLC3$00.00%+3New
WestEnd Advisors, LLC2$1140.00%––
JNBA Financial Advisors16$1.00K0.00%00.0%Unchanged
Avion Wealth23$1.00K0.00%00.0%Unchanged
Optiver Holding B.V.28$1.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC25$1.00K0.00%+25New
Capital Advisors, Ltd. LLC11$1.00K0.00%+11New
Bedel Financial Consulting, Inc.12$1.00K0.00%+12New
Amplius Wealth Advisors, LLC24$1.00K0.00%+24New
Eagle Bay Advisors LLC40$2.00K0.00%−221−84.7%Reduced
Washington Trust Co40$2.00K0.00%−2−4.8%Reduced
Prestige Wealth Management Group LLC43$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc28$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc29$2.00K0.00%+19+190.0%Added
Investors Research Corp32$2.00K0.00%+32New
Sierra Capital LLC29$2.00K0.00%+29New
Accel Wealth Management42$2.00K0.00%+42New
Clearstead Advisors, LLC59$3.00K0.00%00.0%Unchanged
Covington Capital Management57$3.00K0.00%00.0%Unchanged
Edge Wealth Management LLC59$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.59$3.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC47$3.00K0.00%00.0%Unchanged
Cambridge Trust Co51$3.00K0.00%+51New
Private Ocean, LLC50$3.00K0.00%+50New
EverSource Wealth Advisors, LLC59$3.00K0.00%+59New
KB Financial Partners, LLC60$3.00K0.00%+60New
Schubert & Co44$3.00K0.00%+44New
Kayne Anderson Rudnick Investment Management LLC63$4.00K0.00%00.0%Unchanged
Denali Advisors LLC73$4.00K0.00%+24+49.0%Added
BDO Wealth Advisors, LLC68$4.00K0.00%+18+36.0%Added
JFS Wealth Advisors, LLC76$4.00K0.00%+76New
Widmann Financial Services, Inc.87$4.00K0.00%+87New
Raffa Wealth Management, LLC78$4.46K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC86$5.00K0.00%00.0%Unchanged
Evoke Wealth, LLC89$5.00K0.00%00.0%Unchanged
Signet Financial Management, LLC86$5.00K0.00%+86New
Dixon Hughes Goodman Wealth Advisors LLC79$5.00K0.00%+79New
Motco100$6.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC101$6.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.97$6.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC102$6.00K0.00%+102New
Aquatic Capital Management LLC100$6.00K0.01%+100New
Arlington Partners LLC120$7.00K0.00%−1,454−92.4%Reduced
Farmers & Merchants Investments Inc123$7.00K0.00%00.0%Unchanged
West Oak Capital, LLC125$7.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC130$7.00K0.00%00.0%Unchanged
Vectors Research Management, LLC121$7.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC126$7.00K0.00%00.0%Unchanged
MV Capital Management, Inc.122$7.00K0.00%+16+15.1%Added
Fieldpoint Private Securities, LLC116$7.00K0.00%+70+152.2%Added
Lee Financial Co117$7.00K0.00%+96+457.1%Added
Geneos Wealth Management Inc.150$8.00K0.00%−1,039−87.4%Reduced
Wagner Wealth Management, LLC140$8.00K0.01%00.0%Unchanged
Aspire Private Capital, LLC132$8.00K0.00%−8−5.7%Reduced
Blue Bell Private Wealth Management, LLC142$8.00K0.00%+142New
Reilly Financial Advisors, LLC138$8.00K0.00%+138New
First Horizon Advisors, Inc.148$9.00K0.00%−266−64.3%Reduced
Earnest Partners LLC157$9.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.165$9.00K0.00%+1+0.6%Added
Byrne Asset Management LLC150$9.00K0.01%+150New
Vigilant Capital Management, LLC173$10.0K0.00%−800−82.2%Reduced
Baystate Wealth Management LLC167$10.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC190$11.0K0.00%00.0%Unchanged
Confluence Wealth Services, Inc.200$11.0K0.00%+200New
Community Bank, N.A.210$12.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.210$12.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB223$13.0K0.00%+180+418.6%Added
Sutton Wealth Advisors Inc.231$13.2K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.261$15.0K0.00%00.0%Unchanged
Strategic Asset Management, LLC261$15.0K0.02%+261New
Whittier Trust Co280$16.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC285$16.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP300$17.0K0.00%+300New
Zullo Investment Group, Inc.305$17.0K0.01%+305New
First Command Bank400$18.0K0.00%00.0%Unchanged
Harbour Investments, Inc.339$19.0K0.00%−2,424−87.7%Reduced
Parkside Financial Bank & Trust335$19.0K0.00%+16+5.0%Added
MUFG Americas Holdings Corp352$20.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC346$20.0K0.00%+125+56.6%Added
Ancora Advisors, LLC400$23.0K0.00%00.0%Unchanged
Retirement Group, LLC400$23.0K0.01%+400New
Financial Perspectives, Inc410$23.4K0.01%00.0%Unchanged
Larson Financial Group LLC413$24.0K0.00%+413New
Concorde Financial Corp415$24.0K0.02%+415New
State of Wyoming443$25.0K0.01%−1,135−71.9%Reduced
FinTrust Capital Advisors, LLC446$25.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP436$25.0K0.01%+284+186.8%Added
Carroll Financial Associates, Inc.509$28.0K0.00%+45+9.7%Added
Lumature Wealth Partners, LLC512$29.0K0.01%−386−43.0%Reduced
Kelly Lawrence W & Associates Inc500$29.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC504$29.0K0.01%+379+303.2%Added
Johnson Financial Group, Inc.529$30.0K0.00%+529New
Catalyst Capital Advisors LLC651$37.0K0.00%+651New
Newbridge Financial Services Group, Inc.690$39.0K0.02%+690New
TD Private Client Wealth LLC708$40.5K0.00%−140−16.5%Reduced
Pacific Center for Financial Services712$41.0K0.02%00.0%Unchanged
Zions Bancorporation, N.A.741$42.0K0.00%+33+4.7%Added
Global Retirement Partners, LLC733$42.0K0.03%+131+21.8%Added