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, Q1 2022
Institutional positions in Pultegroup Inc as of Mar 31, 2022. 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
- 656
- −45 vs. Q4 2021
- Shares held
- 211.0M
- −7.41M (−3.4%) vs. Q4 2021
- Total value
- $8.86B
- −$3.62B (−29.0%) vs. Q4 2021
- New holders
- 78
- 218 more added
- Sold out
- 123
- 254 more reduced
11 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 9 | $0 | 0.00% | +9 | New |
| Fairfield Financial Advisors, LTD | 2 | $78 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $83 | 0.00% | – | – |
| Investors Research Corp | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | −10−35.7% | Reduced |
| JNBA Financial Advisors | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $1.00K | 0.00% | +31 | New |
| Lindbrook Capital, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Concord Wealth Partners | 29 | $1.00K | 0.00% | +29 | New |
| Heritage Wealth Management, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Beacon Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Covington Capital Management | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 53 | $2.00K | 0.00% | −7−11.7% | Reduced |
| Schubert & Co | 39 | $2.00K | 0.00% | −5−11.4% | Reduced |
| Washington Trust Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Disciplined Investments, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Karlinski Andrew C | 42 | $2.00K | 0.00% | +42 | New |
| West Paces Advisors Inc. | 53 | $2.22K | 0.00% | +53 | New |
| Fortis Advisors, LLC | 75 | $3.00K | 0.00% | −2,172−96.7% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Raffa Wealth Management, LLC | 78 | $3.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 101 | $4.00K | 0.00% | −21−17.2% | Reduced |
| Motco | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 102 | $4.00K | 0.00% | +43+72.9% | Added |
| Clear Street Markets LLC | 102 | $4.00K | 0.00% | +102 | New |
| Cordant, Inc. | 86 | $4.00K | 0.00% | +86 | New |
| Raleigh Capital Management Inc. | 85 | $4.00K | 0.00% | +85 | New |
| Sugarloaf Wealth Management, LLC | 125 | $5.00K | 0.00% | −379−75.2% | Reduced |
| Jones Financial Companies LLLP | 120 | $5.00K | 0.00% | −180−60.0% | Reduced |
| Farmers & Merchants Investments Inc | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 121 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $5.00K | 0.00% | +43+56.6% | Added |
| Stonebridge Capital Advisors LLC | 123 | $5.00K | 0.00% | +123 | New |
| Westside Investment Management, Inc. | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 154 | $6.00K | 0.00% | +65+73.0% | Added |
| Prospera Financial Services Inc | 132 | $6.00K | 0.00% | +132 | New |
| Core Alternative Capital | 147 | $6.00K | 0.00% | +147 | New |
| Baystate Wealth Management LLC | 168 | $7.00K | 0.00% | +1+0.6% | Added |
| Earnest Partners LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 183 | $8.00K | 0.00% | −7−3.7% | Reduced |
| Fieldpoint Private Securities, LLC | 186 | $8.00K | 0.00% | +70+60.3% | Added |
| Lansing Street Advisors | 189 | $8.00K | 0.01% | +189 | New |
| AdvisorNet Financial, Inc | 213 | $9.00K | 0.00% | −13,564−98.5% | Reduced |
| Proequities, Inc. | 215 | $9.00K | 0.00% | −1,984−90.2% | Reduced |
| Community Bank, N.A. | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 203 | $9.00K | 0.00% | +86+73.5% | Added |
| Strengthening Families & Communities, LLC | 209 | $9.00K | 0.01% | +209 | New |
| Sutton Wealth Advisors Inc. | 244 | $10.2K | 0.00% | +13+5.6% | Added |
| Johnson Financial Group, Inc. | 265 | $11.0K | 0.00% | −264−49.9% | Reduced |
| Strategic Asset Management, LLC | 261 | $11.0K | 0.02% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 278 | $12.0K | 0.00% | −234−45.7% | Reduced |
| Carolinas Wealth Consulting LLC | 285 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 289 | $12.0K | 0.00% | +230+389.8% | Added |
| TD Waterhouse Canada Inc. | 285 | $12.1K | 0.00% | −2,727−90.5% | Reduced |
| Zullo Investment Group, Inc. | 305 | $13.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $13.0K | 0.01% | +150+100.0% | Added |
| MUFG Americas Holdings Corp | 352 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 369 | $15.0K | 0.00% | +369 | New |
| TCWP LLC | 395 | $16.0K | 0.00% | +395 | New |
| Larson Financial Group LLC | 414 | $17.0K | 0.00% | +1+0.2% | Added |
| Ancora Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 393 | $17.0K | 0.00% | +58+17.3% | Added |
| Whittier Trust Co | 397 | $17.0K | 0.00% | +117+41.8% | Added |
| Financial Management Professionals, Inc. | 412 | $17.0K | 0.00% | +315+324.7% | Added |
| Financial Perspectives, Inc | 410 | $17.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 429 | $18.0K | 0.01% | −14−3.2% | Reduced |
| FinTrust Capital Advisors, LLC | 446 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 453 | $19.0K | 0.00% | +192+73.6% | Added |
| Kelly Lawrence W & Associates Inc | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 525 | $22.0K | 0.01% | +525 | New |
| Riverview Trust Co | 554 | $23.0K | 0.02% | +554 | New |
| Denali Advisors LLC | 567 | $24.0K | 0.01% | +494+676.7% | Added |
| American Portfolios Advisors | 579 | $24.3K | 0.00% | −303−34.4% | Reduced |
| Allworth Financial LP | 607 | $25.0K | 0.00% | −331−35.3% | Reduced |
| Pacific Center for Financial Services | 712 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 850 | $36.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 887 | $37.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 905 | $38.0K | 0.01% | −290−24.3% | Reduced |
| First Command Financial Services, Inc. | 900 | $38.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 900 | $38.0K | 0.01% | +500+125.0% | Added |