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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 275,232 | $15.7M | 0.22% | −2,256−0.8% | Reduced |
| Natixis Advisors, L.P. | 277,277 | $15.8M | 0.06% | +22,123+8.7% | Added |
| ClariVest Asset Management LLC | 280,216 | $16.0M | 0.49% | −9,350−3.2% | Reduced |
| Citadel Advisors LLC | 283,600 | $16.2M | 0.02% | +178,860+170.8% | Added |
| Goldentree Asset Management LP | 286,415 | $16.4M | 0.85% | 00.0% | Unchanged |
| Prudential Financial Inc | 319,935 | $16.4M | 0.02% | −248,595−43.7% | Reduced |
| Susquehanna International Group, LLP | 286,917 | $16.4M | 0.02% | +33,036+13.0% | Added |
| CWA Asset Management Group, LLC | 289,444 | $16.5M | 1.23% | +1,952+0.7% | Added |
| Systematic Financial Management LP | 295,347 | $16.9M | 0.50% | −6,571−2.2% | Reduced |
| Employees Retirement System of Texas | 315,609 | $18.0M | 0.20% | +39,700+14.4% | Added |
| Robeco Institutional Asset Management B.V. | 321,026 | $18.4M | 0.04% | −216,767−40.3% | Reduced |
| Bridgeway Capital Management, LLC | 321,400 | $18.4M | 0.34% | −41,400−11.4% | Reduced |
| Royce & Associates LP | 340,603 | $19.5M | 0.15% | −12,447−3.5% | Reduced |
| New York State Common Retirement Fund | 347,906 | $19.9M | 0.02% | +26,508+8.2% | Added |
| Natixis | 352,225 | $20.1M | 0.07% | −14,629−4.0% | Reduced |
| Credit Suisse AG | 358,023 | $20.5M | 0.02% | −20,190−5.3% | Reduced |
| NFJ Investment Group, LLC | 360,341 | $20.6M | 0.38% | −50,220−12.2% | Reduced |
| Principal Financial Group Inc | 362,938 | $20.7M | 0.01% | −31,473−8.0% | Reduced |
| State Board of Administration of Florida Retirement System | 363,126 | $20.8M | 0.04% | −10,544−2.8% | Reduced |
| AXA S.A. | 363,260 | $20.8M | 0.05% | −177,140−32.8% | Reduced |
| New York State Teachers Retirement System | 363,817 | $20.8M | 0.04% | −3,055−0.8% | Reduced |
| Eaton Vance Management | 370,151 | $21.2M | 0.03% | +445+0.1% | Added |
| TD Asset Management Inc | 371,059 | $21.2M | 0.02% | −92,876−20.0% | Reduced |
| Winslow Asset Management Inc | 374,485 | $21.4M | 3.78% | +1,788+0.5% | Added |
| State of Tennessee, Treasury Department | 378,206 | $21.6M | 0.08% | +105,002+38.4% | Added |
| Beach Investment Counsel Inc | 395,767 | $22.6M | 2.99% | +95,501+31.8% | Added |
| Virginia Retirement Systems Et Al | 401,400 | $22.9M | 0.21% | −30,700−7.1% | Reduced |
| Price T Rowe Associates Inc | 401,426 | $22.9M | 0.00% | −33,567−7.7% | Reduced |
| Mackenzie Financial Corp | 404,120 | $23.1M | 0.03% | +127,438+46.1% | Added |
| Bank of Montreal | 407,686 | $23.1M | 0.01% | −1,037,816−71.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 406,139 | $23.2M | 0.41% | +15,312+3.9% | Added |
| Loomis Sayles & Co L P | 406,776 | $23.3M | 0.03% | +10,055+2.5% | Added |
| Envestnet Asset Management Inc | 409,027 | $23.4M | 0.01% | +42,050+11.5% | Added |
| Balyasny Asset Management LLC | 411,723 | $23.5M | 0.10% | −683,531−62.4% | Reduced |
| Schroder Investment Management Group | 412,559 | $23.6M | 0.03% | −190,395−31.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 417,672 | $23.9M | 0.05% | −24,488−5.5% | Reduced |
| Rhumbline Advisers | 429,684 | $24.6M | 0.03% | −5,567−1.3% | Reduced |
| Raymond James & Associates | 449,113 | $25.7M | 0.02% | +118,315+35.8% | Added |
| California State Teachers Retirement System | 450,932 | $25.8M | 0.03% | −3,701−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 464,028 | $26.5M | 0.24% | −39,554−7.9% | Reduced |
| Bank of Nova Scotia | 469,620 | $26.8M | 0.04% | +396,378+541.2% | Added |
| Storebrand Asset Management AS | 490,884 | $28.1M | 0.12% | +9,035+1.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 500,000 | $28.6M | 1.82% | +24,266+5.1% | Added |
| Allspring Global Investments Holdings, LLC | 522,269 | $29.9M | 0.03% | +522,269 | New |
| Basswood Capital Management, L.L.C. | 540,707 | $30.9M | 1.42% | −378,629−41.2% | Reduced |
| California Public Employees Retirement System | 551,753 | $31.5M | 0.02% | −47,934−8.0% | Reduced |
| Railway Pension Investments Ltd | 565,021 | $32.3M | 0.24% | −15,600−2.7% | Reduced |
| Alyeska Investment Group, L.P. | 567,388 | $32.4M | 0.37% | +567,388 | New |
| Edmond de Rothschild Holding S.A. | 575,829 | $32.9M | 0.71% | +860+0.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 612,010 | $35.0M | 0.17% | −33,744−5.2% | Reduced |
| Voloridge Investment Management, LLC | 638,339 | $36.5M | 0.20% | +877+0.1% | Added |
| Squarepoint Ops LLC | 647,759 | $37.0M | 0.18% | +281,146+76.7% | Added |
| Todd Asset Management LLC | 689,760 | $39.4M | 0.85% | −34,474−4.8% | Reduced |
| Commerce Bank | 739,718 | $42.3M | 0.28% | +19,239+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 764,437 | $43.7M | 0.03% | −57,578−7.0% | Reduced |
| Rathbone Brothers plc | 767,241 | $43.9M | 0.43% | +61,950+8.8% | Added |
| Citigroup Inc | 771,844 | $44.1M | 0.04% | −89,908−10.4% | Reduced |
| Allianz Asset Management GmbH | 773,588 | $44.2M | 0.03% | −133,364−14.7% | Reduced |
| Barclays PLC | 817,050 | $46.7M | 0.03% | +100,653+14.0% | Added |
| Deutsche Bank AG | 827,329 | $47.3M | 0.02% | −358,128−30.2% | Reduced |
| HSBC Holdings PLC | 844,732 | $48.2M | 0.05% | −144,747−14.6% | Reduced |
| Man Group plc | 855,216 | $48.9M | 0.16% | −78,773−8.4% | Reduced |
| Polaris Wealth Advisory Group, LLC | 863,282 | $49.3M | 2.83% | +863,282 | New |
| Amundi | 892,346 | $50.8M | 0.03% | +113,584+14.6% | Added |
| Greenbrier Partners Capital Management, LLC | 889,764 | $50.9M | 4.38% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 900,000 | $51.0M | 1.64% | 00.0% | Unchanged |
| Viking Global Investors LPSuperinvestorViking Global Investors | 913,668 | $52.2M | 0.15% | +913,668 | New |
| UBS Group AG | 941,519 | $53.8M | 0.02% | +286,412+43.7% | Added |
| Federated Hermes, Inc. | 947,623 | $54.2M | 0.10% | +2,727+0.3% | Added |
| Captrust Financial Advisors | 981,377 | $56.2M | 0.39% | +10,379+1.1% | Added |
| Swiss National Bank | 986,422 | $56.4M | 0.03% | −59,800−5.7% | Reduced |
| Millennium Management LLC | 1,051,793 | $60.1M | 0.07% | −615,612−36.9% | Reduced |
| Swedbank AB | 1,069,428 | $60.6M | 0.10% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,122,022 | $64.1M | 0.34% | +61,027+5.8% | Added |
| JPMorgan Chase & Co | 1,164,675 | $66.6M | 0.01% | −247,667−17.5% | Reduced |
| UBS Asset Management Americas Inc | 1,165,210 | $66.6M | 0.03% | −59,821−4.9% | Reduced |
| Victory Capital Management Inc | 1,177,148 | $67.3M | 0.06% | +553,252+88.7% | Added |
| Nordea Investment Management AB | 1,194,445 | $67.6M | 0.08% | +19,665+1.7% | Added |
| Russell Investments Group, Ltd. | 1,237,024 | $70.7M | 0.11% | +262,524+26.9% | Added |
| Prana Capital Management, LP | 1,263,610 | $72.2M | 5.70% | −53,854−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,266,750 | $72.4M | 0.09% | −654,923−34.1% | Reduced |
| Janus Henderson Group PLC | 1,273,380 | $72.8M | 0.03% | −94,554−6.9% | Reduced |
| Wells Fargo & Company | 1,353,357 | $77.4M | 0.02% | −501,185−27.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,439,175 | $82.3M | 0.80% | +168,324+13.2% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 1,450,000 | $82.9M | 2.13% | −90,000−5.8% | Reduced |
| Royal Bank of Canada | 1,643,216 | $93.9M | 0.02% | −329,775−16.7% | Reduced |
| Pictet Asset Management SA | 1,644,527 | $94.0M | 0.09% | +454,931+38.2% | Added |
| AQR Capital Management LLC | 1,736,710 | $98.2M | 0.18% | −1,385,779−44.4% | Reduced |
| Morgan Stanley | 1,777,744 | $101.6M | 0.01% | +467,316+35.7% | Added |
| Nuveen Asset Management, LLC | 1,829,440 | $104.6M | 0.03% | −225,724−11.0% | Reduced |
| Legal & General Group Plc | 1,861,165 | $106.4M | 0.03% | −159,812−7.9% | Reduced |
| Brandywine Global Investment Management, LLC | 1,861,438 | $106.4M | 0.76% | +331,708+21.7% | Added |
| Parametric Portfolio Associates LLC | 2,079,588 | $118.9M | 0.06% | +68,463+3.4% | Added |
| Bank of America Corp | 2,389,285 | $136.6M | 0.01% | +306,377+14.7% | Added |
| Charles Schwab Investment Management Inc | 2,401,814 | $137.3M | 0.04% | +247,562+11.5% | Added |
| Goldman Sachs Group Inc | 2,553,139 | $145.9M | 0.04% | +1,063,628+71.4% | Added |
| Invesco Ltd. | 2,678,790 | $153.1M | 0.04% | +117,521+4.6% | Added |
| Norges Bank | 2,731,542 | $156.1M | 0.03% | +39,832+1.5% | Added |
| Northern Trust Corp | 3,011,698 | $172.1M | 0.03% | −122,475−3.9% | Reduced |
| First Trust Advisors LP | 3,748,842 | $214.3M | 0.21% | +648,373+20.9% | Added |