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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 5,022 | $287.0K | 0.00% | −137−2.7% | Reduced |
| Private Advisor Group, LLC | 5,069 | $290.0K | 0.00% | +5,069 | New |
| Financial Counselors Inc | 5,117 | $292.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 5,119 | $293.0K | 0.17% | −5−0.1% | Reduced |
| Banco Santander, S.A. | 5,119 | $293.0K | 0.00% | +5,119 | New |
| Meeder Asset Management Inc | 5,224 | $299.0K | 0.03% | −5,485−51.2% | Reduced |
| HBK Sorce Advisory LLC | 5,249 | $300.0K | 0.02% | +41+0.8% | Added |
| Systematic Alpha Investments, LLC | 5,288 | $302.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,330 | $302.0K | 0.01% | +4,655+689.6% | Added |
| Vigilare Wealth Management | 5,284 | $302.0K | 0.18% | +5,284 | New |
| Pathstone Family Office, LLC | 5,307 | $303.0K | 0.01% | +137+2.6% | Added |
| Avantax Advisory Services, Inc. | 5,300 | $303.0K | 0.00% | +5,300 | New |
| Csenge Advisory Group | 5,487 | $306.0K | 0.03% | +5,487 | New |
| Liberty Wealth Management LLC | 5,371 | $307.0K | 0.12% | −6,171−53.5% | Reduced |
| PDT Partners, LLC | 5,390 | $308.0K | 0.02% | +5,390 | New |
| Patron Partners Advisors, LLC | 5,400 | $309.0K | 0.20% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,429 | $310.0K | 0.02% | −22,828−80.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,409 | $310.0K | 0.06% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,433 | $311.0K | 0.02% | −41,389−88.4% | Reduced |
| Maryland Capital Management | 5,500 | $314.0K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 5,586 | $319.0K | 0.04% | −239−4.1% | Reduced |
| Metis Global Partners, LLC | 5,614 | $321.0K | 0.09% | +5,614 | New |
| CIBC Private Wealth Group, LLC | 5,638 | $322.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 5,628 | $322.0K | 0.00% | +5,628 | New |
| Atlas Private Wealth Advisors | 5,688 | $325.0K | 0.15% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,877 | $326.0K | 0.02% | +5,877 | New |
| S. R. Schill & Associates | 5,742 | $328.0K | 0.13% | +5,742 | New |
| Parallax Volatility Advisers, L.P. | 5,781 | $330.0K | 0.00% | −64,713−91.8% | Reduced |
| Cigna Investments Inc | 5,783 | $330.0K | 0.03% | −1,750−23.2% | Reduced |
| Wetherby Asset Management Inc | 5,785 | $331.0K | 0.02% | +304+5.5% | Added |
| Beacon Investment Advisory Services, Inc. | 5,801 | $332.0K | 0.01% | +5,801 | New |
| Modera Wealth Management, LLC | 5,876 | $336.0K | 0.01% | +5,876 | New |
| American Trust | 5,932 | $339.0K | 0.03% | +5,932 | New |
| Pitcairn Co | 5,952 | $340.0K | 0.02% | −15−0.3% | Reduced |
| CSS LLC | 6,000 | $343.0K | 0.02% | −10,957−64.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,003 | $343.0K | 0.12% | −1,900−24.0% | Reduced |
| Fifth Third Bancorp | 6,051 | $346.0K | 0.00% | +2,230+58.4% | Added |
| People's United Financial, Inc. | 6,134 | $351.0K | 0.01% | −437−6.7% | Reduced |
| Forum Financial Management, LP | 6,141 | $351.0K | 0.02% | +6,141 | New |
| Greenleaf Trust | 6,472 | $370.0K | 0.00% | +1,146+21.5% | Added |
| National Bank of Canada | 6,475 | $370.0K | 0.00% | +6,475 | New |
| Coastline Trust Co | 6,475 | $370.0K | 0.04% | +6,475 | New |
| XTX Topco Ltd | 6,558 | $375.0K | 0.21% | −434−6.2% | Reduced |
| GW Henssler & Associates Ltd | 6,573 | $376.0K | 0.02% | +6,573 | New |
| Kestra Private Wealth Services, LLC | 6,683 | $382.0K | 0.02% | +900+15.6% | Added |
| Hancock Whitney Investment Services Inc. | 6,751 | $384.0K | 0.07% | +6,751 | New |
| L2 Asset Management, LLC | 6,714 | $384.0K | 0.27% | +6,714 | New |
| Patten Group, Inc. | 6,751 | $386.0K | 0.10% | +1,798+36.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 6,793 | $388.0K | 0.04% | +65+1.0% | Added |
| Schwartz Investment Counsel Inc | 6,798 | $389.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6,822 | $390.0K | 0.05% | −143−2.1% | Reduced |
| Pluribus Labs, LLC | 6,983 | $399.0K | 0.42% | +6,983 | New |
| Bluestein R H & Co | 7,000 | $400.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 7,034 | $402.0K | 0.00% | −600−7.9% | Reduced |
| Cresset Asset Management, LLC | 7,080 | $405.0K | 0.00% | +2,149+43.6% | Added |
| HM Payson & Co | 7,117 | $407.0K | 0.01% | 00.0% | Unchanged |
| Corbett Road Capital Management, LLC | 7,142 | $408.0K | 0.70% | +153+2.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,175 | $410.0K | 0.00% | +7,079+7,374.0% | Added |
| Fort Washington Investment Advisors Inc | 7,249 | $414.0K | 0.00% | −183−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,319 | $418.0K | 0.01% | −7,682−51.2% | Reduced |
| Anchor Investment Management, LLC | 7,377 | $421.7K | 0.05% | −310−4.0% | Reduced |
| Engineers Gate Manager LP | 7,380 | $422.0K | 0.02% | +1,946+35.8% | Added |
| Fortem Financial Group, LLC | 7,400 | $423.0K | 0.19% | +140+1.9% | Added |
| Wolverine Trading, LLC | 7,492 | $424.0K | 0.01% | −24,151−76.3% | Reduced |
| SkyOak Wealth, LLC | 7,561 | $432.0K | 0.11% | +602+8.7% | Added |
| Crossmark Global Holdings, Inc. | 7,647 | $437.0K | 0.01% | −446−5.5% | Reduced |
| Massachusetts Financial Services Co | 7,671 | $438.0K | 0.00% | −3,334−30.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,668 | $438.0K | 0.00% | +7,668 | New |
| Alps Advisors Inc | 7,802 | $446.0K | 0.01% | −19,025−70.9% | Reduced |
| Quantinno Capital Management LP | 7,881 | $450.0K | 0.08% | +854+12.2% | Added |
| Transcend Wealth Collective, LLC | 7,890 | $451.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,899 | $452.0K | 0.01% | +45+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,090 | $462.0K | 0.06% | +500+6.6% | Added |
| FORA Capital, LLC | 8,079 | $462.0K | 0.18% | +8,079 | New |
| Optimum Investment Advisors | 8,110 | $464.0K | 0.18% | −197−2.4% | Reduced |
| Leonteq Securities AG | 8,277 | $473.1K | 0.02% | −30,530−78.7% | Reduced |
| Clarius Group, LLC | 8,376 | $479.0K | 0.04% | +789+10.4% | Added |
| Greylin Investment Mangement Inc | 8,585 | $491.0K | 0.09% | −275−3.1% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $492.0K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,608 | $492.0K | 0.07% | −311−3.5% | Reduced |
| MAI Capital Management | 8,787 | $502.0K | 0.01% | +3,950+81.7% | Added |
| Oak Associates, Ltd | 8,855 | $506.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 8,847 | $506.0K | 0.01% | +975+12.4% | Added |
| Phoenix Holdings Ltd. | 8,890 | $510.0K | 0.01% | −742,648−98.8% | Reduced |
| Ethic Inc. | 8,959 | $512.0K | 0.04% | +2,069+30.0% | Added |
| CIBC World Markets Corp | 9,024 | $516.0K | 0.00% | −5,606−38.3% | Reduced |
| Yorktown Management & Research Co Inc | 9,100 | $520.0K | 0.35% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,173 | $524.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 9,182 | $525.0K | 0.09% | −17,831−66.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 9,316 | $528.0K | 1.32% | −181−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,346 | $534.0K | 0.01% | +161+1.8% | Added |
| Advisor Partners LLC | 9,373 | $536.0K | 0.03% | +32+0.3% | Added |
| Pinebridge Investments, L.P. | 9,518 | $544.0K | 0.01% | −214,099−95.7% | Reduced |
| SG Americas Securities, LLC | 9,519 | $544.0K | 0.00% | +1,686+21.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,576 | $547.0K | 0.00% | +3,099+47.8% | Added |
| Redpoint Investment Management Pty Ltd | 9,649 | $552.0K | 0.04% | −3,400−26.1% | Reduced |
| Equitable Trust Co | 9,777 | $559.0K | 0.03% | −21,728−69.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,857 | $563.0K | 0.01% | +1,686+20.6% | Added |
| Washington Capital Management Inc | 10,000 | $571.6K | 0.46% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,010 | $572.0K | 0.01% | −2,897−22.4% | Reduced |