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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 10,000 | $572.0K | 0.07% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,050 | $574.0K | 0.03% | +4,600+84.4% | Added |
| CoreCap Advisors, LLC | 10,155 | $580.0K | 0.04% | +10,155 | New |
| Umb Bank N A | 10,335 | $591.0K | 0.01% | +10,335 | New |
| M&T Bank Corp | 10,399 | $595.0K | 0.00% | −347−3.2% | Reduced |
| Wedge Capital Management L L P | 10,433 | $596.0K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 10,474 | $599.0K | 0.02% | +1,000+10.6% | Added |
| Neuberger Berman Group LLC | 22,327 | $607.0K | 0.00% | +22,327 | New |
| Thrivent Financial for Lutherans | 10,785 | $616.0K | 0.00% | −347−3.1% | Reduced |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,910 | $624.0K | 0.69% | −546−4.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,941 | $625.0K | 0.10% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,334 | $650.0K | 0.01% | +610+5.7% | Added |
| Arete Wealth Advisors, LLC | 11,370 | $650.0K | 0.06% | +11,370 | New |
| Northwestern Mutual Investment Management Company, LLC | 11,390 | $651.0K | 0.01% | −398−3.4% | Reduced |
| Intersect Capital LLC | 11,423 | $653.0K | 0.12% | +4,985+77.4% | Added |
| Telemus Capital, LLC | 11,451 | $655.0K | 0.05% | +582+5.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 11,796 | $668.0K | 0.01% | +11,796 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,203 | $692.0K | 0.01% | −6,918−36.2% | Reduced |
| Corient Capital Partners, LLC | 12,133 | $694.0K | 0.05% | +667+5.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 12,200 | $697.0K | 0.06% | −200−1.6% | Reduced |
| Brewin Dolphin Ltd | 12,200 | $697.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 12,262 | $701.0K | 0.13% | −395−3.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 12,438 | $711.0K | 0.11% | +12,438 | New |
| Cypress Capital Group | 12,502 | $714.0K | 0.09% | −5,542−30.7% | Reduced |
| Shell Asset Management Co | 12,519 | $716.0K | 0.01% | −497−3.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 12,854 | $734.0K | 0.00% | +645+5.3% | Added |
| Cetera Investment Advisers | 12,838 | $734.0K | 0.01% | +2,651+26.0% | Added |
| Tocqueville Asset Management L.P. | 13,030 | $745.0K | 0.01% | −875−6.3% | Reduced |
| Raymond James Trust N.A. | 13,222 | $756.0K | 0.02% | +1,187+9.9% | Added |
| Corsair Capital Management, L.P. | 13,377 | $765.0K | 0.14% | +13,377 | New |
| Samalin Investment Counsel, LLC | 13,665 | $781.0K | 0.47% | −2,054−13.1% | Reduced |
| AdvisorNet Financial, Inc | 13,777 | $787.0K | 0.05% | −1,129−7.6% | Reduced |
| Knowledge Leaders Capital, LLC | 14,123 | $807.0K | 0.59% | +14,123 | New |
| Occudo Quantitative Strategies LP | 14,236 | $814.0K | 0.07% | +14,236 | New |
| Illinois Municipal Retirement Fund | 14,287 | $817.0K | 0.02% | +3,772+35.9% | Added |
| E. Ohman J:or Asset Management AB | 14,800 | $846.0K | 0.02% | +3,300+28.7% | Added |
| Laffer Tengler Investments | 15,001 | $857.5K | 0.25% | +1,698+12.8% | Added |
| Apollon Wealth Management, LLC | 15,025 | $859.0K | 0.07% | +1,647+12.3% | Added |
| WESPAC Advisors, LLC | 15,290 | $874.0K | 0.59% | −1,070−6.5% | Reduced |
| Winton Group Ltd | 15,508 | $886.0K | 0.05% | +15,508 | New |
| Kentucky Retirement Systems | 15,512 | $887.0K | 0.04% | +459+3.0% | Added |
| Pinnacle Associates Ltd | 15,607 | $892.0K | 0.02% | −1,638−9.5% | Reduced |
| Checchi Capital Advisers, LLC | 15,665 | $895.0K | 0.10% | +118+0.8% | Added |
| Fulcrum Asset Management LLP | – | $901.0K | 0.44% | – | – |
| Daiwa Securities Group Inc. | 15,758 | $901.0K | 0.01% | +680+4.5% | Added |
| New Mexico Educational Retirement Board | 15,838 | $905.0K | 0.03% | −1,500−8.7% | Reduced |
| US Bancorp | 15,853 | $906.0K | 0.00% | +919+6.2% | Added |
| Louisiana State Employees Retirement System | 15,900 | $909.0K | 0.02% | −300−1.9% | Reduced |
| Quantitative Investment Management, LLC | 15,999 | $914.0K | 0.13% | +15,999 | New |
| Westwood Holdings Group Inc. | 16,044 | $917.0K | 0.01% | +1,542+10.6% | Added |
| Trustcore Financial Services, LLC | 16,727 | $956.0K | 0.11% | +114+0.7% | Added |
| Synovus Financial Corp | 16,776 | $963.0K | 0.01% | +495+3.0% | Added |
| Connectus Wealth, LLC | 17,022 | $974.0K | 0.04% | +17,022 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,232 | $984.0K | 0.02% | +80+0.5% | Added |
| Riverview Capital Advisers, LLC | 17,525 | $1.00M | 0.45% | +17,525 | New |
| Integrated Advisors Network LLC | 17,535 | $1.00M | 0.06% | +427+2.5% | Added |
| Advisory Services Network, LLC | 17,719 | $1.01M | 0.03% | +714+4.2% | Added |
| JustInvest LLC | 17,702 | $1.01M | 0.06% | +6,413+56.8% | Added |
| Regal Investment Advisors LLC | 17,774 | $1.02M | 0.09% | −3,474−16.3% | Reduced |
| Cubist Systematic Strategies, LLC | 17,942 | $1.03M | 0.01% | −5,123−22.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 18,237 | $1.04M | 0.27% | −40−0.2% | Reduced |
| Brinker Capital Investments, LLC | 18,323 | $1.05M | 0.02% | +5,863+47.1% | Added |
| Rockefeller Capital Management L.P. | 18,475 | $1.05M | 0.00% | −664−3.5% | Reduced |
| III Capital Management | 18,476 | $1.06M | 0.08% | −13,073−41.4% | Reduced |
| Trail Ridge Investment Advisors, LLC | 18,500 | $1.06M | 0.63% | +18,500 | New |
| Seeyond | 18,674 | $1.07M | 0.10% | −115−0.6% | Reduced |
| Scotia Capital Inc. | 18,768 | $1.07M | 0.01% | +5,060+36.9% | Added |
| Vestcor Inc | 18,804 | $1.07M | 0.04% | +14,893+380.8% | Added |
| Park Avenue Securities LLC | 19,042 | $1.09M | 0.02% | +880+4.8% | Added |
| Baird Financial Group, Inc. | 19,328 | $1.10M | 0.00% | +9,335+93.4% | Added |
| Maryland State Retirement & Pension System | 19,351 | $1.11M | 0.03% | −1,019−5.0% | Reduced |
| Elo Mutual Pension Insurance Co | 19,670 | $1.12M | 0.03% | +639+3.4% | Added |
| Mount Yale Investment Advisors, LLC | 19,718 | $1.13M | 0.12% | +30.0% | Added |
| Kennedy Capital Management, Inc. | 19,742 | $1.13M | 0.02% | +2,934+17.5% | Added |
| WBI Investments | 21,326 | $1.14M | 0.18% | +21,326 | New |
| Symmetry Partners, LLC | 20,052 | $1.15M | 0.07% | −8,375−29.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 20,409 | $1.17M | 0.06% | +3,815+23.0% | Added |
| D.A. Davidson & Co. | 20,637 | $1.18M | 0.01% | +80+0.4% | Added |
| Securian Asset Management, Inc | 20,924 | $1.20M | 0.02% | −1,080−4.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,070 | $1.20M | 0.00% | −3,242−13.3% | Reduced |
| Greystone Financial Group, LLC | 21,373 | $1.22M | 0.29% | +21,373 | New |
| Norinchukin Bank, The | 21,430 | $1.23M | 0.02% | −667−3.0% | Reduced |
| Liberty One Investment Management, LLC | 21,507 | $1.23M | 0.19% | +1,462+7.3% | Added |
| Palouse Capital Management, Inc. | 21,592 | $1.23M | 0.53% | +156+0.7% | Added |
| Banque Cantonale Vaudoise | 21,715 | $1.24M | 0.05% | −1,600−6.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,148 | $1.26M | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,123 | $1.26M | 0.00% | +1,130+5.4% | Added |
| Golden State Equity Partners | 22,252 | $1.27M | 0.64% | +22,252 | New |
| Penserra Capital Management LLC | 24,270 | $1.28M | 0.03% | +3,932+19.3% | Added |
| Capital Financial Services, LLC | 22,797 | $1.30M | 1.42% | +150+0.7% | Added |
| Avestar Capital, LLC | 23,281 | $1.33M | 0.24% | −7,748−25.0% | Reduced |
| Eqis Capital Management, Inc. | 23,532 | $1.34M | 0.10% | −1,769−7.0% | Reduced |
| HAP Trading, LLC | 23,569 | $1.35M | 0.09% | +4,910+26.3% | Added |
| Creative Planning | 23,729 | $1.36M | 0.00% | −529−2.2% | Reduced |
| CIBC Asset Management Inc | 23,987 | $1.37M | 0.01% | +563+2.4% | Added |
| Allstate Corp | 24,733 | $1.41M | 0.03% | +20,110+435.0% | Added |
| Kovitz Investment Group Partners, LLC | 33,340 | $1.44M | 0.03% | −57,570−63.3% | Reduced |
| Sib LLC | 25,255 | $1.44M | 0.75% | 00.0% | Unchanged |
| APG Asset Management N.V. | 28,774 | $1.45M | 0.00% | −22,356−43.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 25,467 | $1.46M | 0.52% | −320−1.2% | Reduced |