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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
Avantax Advisory Services, Inc.5,300$303.0K0.00%+5,300New
Systematic Alpha Investments, LLC5,288$302.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.5,330$302.0K0.01%+4,655+689.6%Added
Vigilare Wealth Management5,284$302.0K0.18%+5,284New
HBK Sorce Advisory LLC5,249$300.0K0.02%+41+0.8%Added
Meeder Asset Management Inc5,224$299.0K0.03%−5,485−51.2%Reduced
Stephenson National Bank & Trust5,119$293.0K0.17%−5−0.1%Reduced
Banco Santander, S.A.5,119$293.0K0.00%+5,119New
Financial Counselors Inc5,117$292.0K0.01%00.0%Unchanged
Private Advisor Group, LLC5,069$290.0K0.00%+5,069New
Fox Run Management, L.L.C.5,014$287.0K0.17%−1,941−27.9%Reduced
Impax Asset Management Group plc5,022$287.0K0.00%−137−2.7%Reduced
Vantage Consulting Group Inc4,916$281.0K0.08%−475−8.8%Reduced
Paragon Capital Management Ltd4,908$281.0K0.05%−39−0.8%Reduced
Syntax Advisors, LLC4,916$281.0K0.21%+4,916New
Empirical Finance, LLC4,870$278.0K0.03%−29,244−85.7%Reduced
Smith, Salley & Associates4,864$278.0K0.02%−950−16.3%Reduced
Cutler Group LP4,874$278.0K0.02%−169−3.4%Reduced
Clarkston Capital Partners, LLC4,859$278.0K0.00%00.0%Unchanged
AIA Group Ltd4,864$278.0K0.01%+4,864New
Cullen/Frost Bankers, Inc.4,809$275.0K0.01%+780+19.4%Added
Balentine LLC4,819$275.0K0.01%+4,819New
Glen Eagle Advisors, LLC4,730$270.4K0.07%00.0%Unchanged
New England Research & Management, Inc.4,730$270.0K0.13%−9,075−65.7%Reduced
Pinnacle Wealth Management Advisory Group, LLC4,725$270.0K0.04%−308−6.1%Reduced
Evolution Wealth Advisors, LLC4,708$269.0K0.05%00.0%Unchanged
Ellevest, Inc.4,674$267.0K0.02%+1,004+27.4%Added
Cerity Partners LLC4,520$261.0K0.00%+4,520New
Assetmark, Inc4,533$259.0K0.00%−277,341−98.4%Reduced
National Asset Management, Inc.4,520$258.0K0.01%−35−0.8%Reduced
Family Firm, Inc.4,418$253.0K0.07%00.0%Unchanged
Bayesian Capital Management, LP4,400$252.0K0.08%+4,400New
We Are One Seven, LLC4,337$248.0K0.03%+19+0.4%Added
IBM Retirement Fund4,321$247.0K0.03%−3,081−41.6%Reduced
Peapack Gladstone Financial Corp4,272$244.0K0.00%+4,272New
Bristlecone Advisors, LLC4,230$242.0K0.03%+4,230New
One Wealth Advisors, LLC4,164$238.0K0.06%+4,164New
Integrated Wealth Concepts LLC4,158$238.0K0.01%+4,158New
Central Trust Co4,110$235.0K0.01%00.0%Unchanged
Signaturefd, LLC4,035$231.0K0.01%+258+6.8%Added
Profund Advisors LLC4,038$231.0K0.01%+4,038New
Acadian Asset Management LLC4,038$230.0K0.00%+2,334+137.0%Added
Savant Capital, LLC4,017$230.0K0.01%+4,017New
StoneX Group Inc.4,013$230.0K0.03%+4,013New
Gateway Investment Advisers LLC4,001$229.0K0.00%+4,001New
Neo Ivy Capital Management3,969$227.0K0.33%−10,225−72.0%Reduced
Creative Financial Designs Inc3,970$227.0K0.03%−108−2.6%Reduced
Schechter Investment Advisors, LLC3,947$226.0K0.02%+3,947New
Independent Financial Group, LLC3,893$222.5K0.02%+3,893New
Comerica Securities,inc.3,762$216.0K0.01%+3,762New
Boston Private Wealth LLC3,741$214.0K0.00%−9,199−71.1%Reduced
EPG Wealth Management LLC3,735$213.0K0.07%+3,735New
Capitolis Advisors LLC3,703$212.0K0.00%00.0%Unchanged
Coldstream Capital Management Inc3,700$211.0K0.01%+3,700New
Veritable, L.P.3,685$211.0K0.00%+3,685New
Vestmark Advisory Solutions, Inc.3,674$210.0K0.01%+3,674New
Ameritas Investment Partners, Inc.3,613$207.0K0.01%00.0%Unchanged
Parallel Advisors, LLC3,609$206.0K0.01%−238−6.2%Reduced
Aristides Capital LLC3,544$203.0K0.12%+3,544New
NEXT Financial Group, Inc3,486$200.0K0.01%+1,950+127.0%Added
Harvest Fund Management Co., Ltd3,515$199.0K0.03%+862+32.5%Added
Providence Capital Advisors, LLC3,302$189.0K0.05%+115+3.6%Added
CWM, LLC3,275$187.0K0.00%+3,275New
Brown Brothers Harriman & Co3,116$178.0K0.00%+2,845+1,049.8%Added
Group One Trading, L.P.3,072$176.0K0.00%−14,493−82.5%Reduced
Wahed Invest LLC3,020$173.0K0.10%+3,020New
TD Waterhouse Canada Inc.3,012$171.4K0.00%+3,012New
Bessemer Group Inc2,752$158.0K0.00%−69−2.4%Reduced
Focused Wealth Management, Inc2,600$149.0K0.02%00.0%Unchanged
Koshinski Asset Management, Inc.2,365$135.2K0.01%−592−20.0%Reduced
AlphaCentric Advisors LLC2,366$135.0K0.04%−3,379−58.8%Reduced
Logan Capital Management Inc2,350$134.0K0.01%00.0%Unchanged
Manchester Capital Management LLC2,350$134.0K0.02%00.0%Unchanged
Fortis Advisors, LLC2,247$128.0K0.07%+75+3.5%Added
Huntington National Bank2,211$127.0K0.00%−6−0.3%Reduced
Sentry Investment Management LLC2,218$127.0K0.03%+2,218New
Proequities, Inc.2,199$126.0K0.01%−26−1.2%Reduced
Glassman Wealth Services2,203$126.0K0.02%+31+1.4%Added
KRS Capital Management, LLC2,050$117.0K0.10%+2,050New
Private Capital Group, LLC1,997$114.0K0.02%00.0%Unchanged
Compagnie Lombard Odier SCmA1,959$112.0K0.00%00.0%Unchanged
Capital Analysts, LLC1,965$112.0K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators1,931$110.0K0.02%00.0%Unchanged
Quadrant Capital Group LLC1,911$109.0K0.01%+154+8.8%Added
Bivin & Associates, Inc.1,734$99.0K0.09%+1,734New
Snowden Capital Advisors LLC1,636$93.0K0.00%+1,636New
Archer Investment Corp1,510$86.3K0.03%00.0%Unchanged
Gradient Investments LLC1,504$86.0K0.00%00.0%Unchanged
Smithfield Trust Co1,500$85.0K0.01%00.0%Unchanged
Advisors Asset Management, Inc.1,487$85.0K0.00%+351+30.9%Added
Hexagon Capital Partners LLC1,471$84.0K0.02%00.0%Unchanged
Covestor Ltd1,421$81.0K0.11%+1,421New
Oakworth Capital, Inc.1,405$80.0K0.01%+1,405New
PSI Advisors, LLC1,350$77.0K0.03%+1,200+800.0%Added
Alpha Paradigm Partners, LLC1,337$76.0K0.03%+1,337New
Exane Derivatives1,266$72.4K0.02%−42−3.2%Reduced
Aua Capital Management, LLC1,250$71.0K0.04%00.0%Unchanged
Union Investments & Development Ltd.1,200$69.0K0.02%+1,200New
CVA Family Office, LLC1,195$68.0K0.02%+1,195New
Healthcare of Ontario Pension Plan Trust Fund1,114$64.0K0.00%−70,998−98.5%Reduced