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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 10,941 | $625.0K | 0.10% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 10,910 | $624.0K | 0.69% | −546−4.8% | Reduced |
| Thrivent Financial for Lutherans | 10,785 | $616.0K | 0.00% | −347−3.1% | Reduced |
| Neuberger Berman Group LLC | 22,327 | $607.0K | 0.00% | +22,327 | New |
| Versor Investments LP | 10,474 | $599.0K | 0.02% | +1,000+10.6% | Added |
| Wedge Capital Management L L P | 10,433 | $596.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 10,399 | $595.0K | 0.00% | −347−3.2% | Reduced |
| Umb Bank N A | 10,335 | $591.0K | 0.01% | +10,335 | New |
| CoreCap Advisors, LLC | 10,155 | $580.0K | 0.04% | +10,155 | New |
| Steel Peak Wealth Management LLC | 10,050 | $574.0K | 0.03% | +4,600+84.4% | Added |
| Kestra Advisory Services, LLC | 10,010 | $572.0K | 0.01% | −2,897−22.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $572.0K | 0.07% | 00.0% | Unchanged |
| Washington Capital Management Inc | 10,000 | $571.6K | 0.46% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,857 | $563.0K | 0.01% | +1,686+20.6% | Added |
| Equitable Trust Co | 9,777 | $559.0K | 0.03% | −21,728−69.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,649 | $552.0K | 0.04% | −3,400−26.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,576 | $547.0K | 0.00% | +3,099+47.8% | 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 |
| Advisor Partners LLC | 9,373 | $536.0K | 0.03% | +32+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 9,346 | $534.0K | 0.01% | +161+1.8% | Added |
| Lingohr & Partner Asset Management GmbH | 9,316 | $528.0K | 1.32% | −181−1.9% | Reduced |
| Seven Eight Capital, LP | 9,182 | $525.0K | 0.09% | −17,831−66.0% | Reduced |
| Bradley Foster & Sargent Inc | 9,173 | $524.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,100 | $520.0K | 0.35% | 00.0% | Unchanged |
| CIBC World Markets Corp | 9,024 | $516.0K | 0.00% | −5,606−38.3% | Reduced |
| Ethic Inc. | 8,959 | $512.0K | 0.04% | +2,069+30.0% | Added |
| Phoenix Holdings Ltd. | 8,890 | $510.0K | 0.01% | −742,648−98.8% | Reduced |
| 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 |
| MAI Capital Management | 8,787 | $502.0K | 0.01% | +3,950+81.7% | Added |
| Atlas Capital Advisors LLC | 8,608 | $492.0K | 0.07% | −311−3.5% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $492.0K | 0.04% | 00.0% | Unchanged |
| Greylin Investment Mangement Inc | 8,585 | $491.0K | 0.09% | −275−3.1% | Reduced |
| Clarius Group, LLC | 8,376 | $479.0K | 0.04% | +789+10.4% | Added |
| Leonteq Securities AG | 8,277 | $473.1K | 0.02% | −30,530−78.7% | Reduced |
| Optimum Investment Advisors | 8,110 | $464.0K | 0.18% | −197−2.4% | Reduced |
| 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 |
| Exchange Traded Concepts, LLC | 7,899 | $452.0K | 0.01% | +45+0.6% | Added |
| Transcend Wealth Collective, LLC | 7,890 | $451.0K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,881 | $450.0K | 0.08% | +854+12.2% | Added |
| Alps Advisors Inc | 7,802 | $446.0K | 0.01% | −19,025−70.9% | 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 |
| Crossmark Global Holdings, Inc. | 7,647 | $437.0K | 0.01% | −446−5.5% | Reduced |
| SkyOak Wealth, LLC | 7,561 | $432.0K | 0.11% | +602+8.7% | Added |
| Wolverine Trading, LLC | 7,492 | $424.0K | 0.01% | −24,151−76.3% | Reduced |
| Fortem Financial Group, LLC | 7,400 | $423.0K | 0.19% | +140+1.9% | Added |
| Engineers Gate Manager LP | 7,380 | $422.0K | 0.02% | +1,946+35.8% | Added |
| Anchor Investment Management, LLC | 7,377 | $421.7K | 0.05% | −310−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 7,319 | $418.0K | 0.01% | −7,682−51.2% | Reduced |
| Fort Washington Investment Advisors Inc | 7,249 | $414.0K | 0.00% | −183−2.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 7,175 | $410.0K | 0.00% | +7,079+7,374.0% | Added |
| Corbett Road Capital Management, LLC | 7,142 | $408.0K | 0.70% | +153+2.2% | Added |
| HM Payson & Co | 7,117 | $407.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,080 | $405.0K | 0.00% | +2,149+43.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 7,034 | $402.0K | 0.00% | −600−7.9% | Reduced |
| Bluestein R H & Co | 7,000 | $400.0K | 0.01% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 6,983 | $399.0K | 0.42% | +6,983 | New |
| FourThought Financial, LLC | 6,822 | $390.0K | 0.05% | −143−2.1% | Reduced |
| Schwartz Investment Counsel Inc | 6,798 | $389.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 6,793 | $388.0K | 0.04% | +65+1.0% | Added |
| Patten Group, Inc. | 6,751 | $386.0K | 0.10% | +1,798+36.3% | 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 |
| Kestra Private Wealth Services, LLC | 6,683 | $382.0K | 0.02% | +900+15.6% | Added |
| GW Henssler & Associates Ltd | 6,573 | $376.0K | 0.02% | +6,573 | New |
| XTX Topco Ltd | 6,558 | $375.0K | 0.21% | −434−6.2% | Reduced |
| 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 |
| 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 |
| Fifth Third Bancorp | 6,051 | $346.0K | 0.00% | +2,230+58.4% | Added |
| 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 |
| Pitcairn Co | 5,952 | $340.0K | 0.02% | −15−0.3% | Reduced |
| American Trust | 5,932 | $339.0K | 0.03% | +5,932 | New |
| Modera Wealth Management, LLC | 5,876 | $336.0K | 0.01% | +5,876 | New |
| Beacon Investment Advisory Services, Inc. | 5,801 | $332.0K | 0.01% | +5,801 | New |
| Wetherby Asset Management Inc | 5,785 | $331.0K | 0.02% | +304+5.5% | Added |
| 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 |
| S. R. Schill & Associates | 5,742 | $328.0K | 0.13% | +5,742 | New |
| Aigen Investment Management, LP | 5,877 | $326.0K | 0.02% | +5,877 | New |
| Atlas Private Wealth Advisors | 5,688 | $325.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Metis Global Partners, LLC | 5,614 | $321.0K | 0.09% | +5,614 | New |
| Verdence Capital Advisors LLC | 5,586 | $319.0K | 0.04% | −239−4.1% | Reduced |
| Maryland Capital Management | 5,500 | $314.0K | 0.02% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 5,433 | $311.0K | 0.02% | −41,389−88.4% | Reduced |
| 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 |
| Patron Partners Advisors, LLC | 5,400 | $309.0K | 0.20% | 00.0% | Unchanged |
| PDT Partners, LLC | 5,390 | $308.0K | 0.02% | +5,390 | New |
| Liberty Wealth Management LLC | 5,371 | $307.0K | 0.12% | −6,171−53.5% | Reduced |
| Csenge Advisory Group | 5,487 | $306.0K | 0.03% | +5,487 | New |
| Pathstone Family Office, LLC | 5,307 | $303.0K | 0.01% | +137+2.6% | Added |