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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 924 | $39.0K | 0.01% | +5+0.5% | Added |
| Massmutual Trust Co FSB | 928 | $39.0K | 0.00% | +705+316.1% | Added |
| Smithfield Trust Co | 1,005 | $43.0K | 0.00% | −495−33.0% | Reduced |
| Sandy Spring Bank | 1,038 | $43.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,108 | $46.0K | 0.00% | +1,108 | New |
| Fortitude Advisory Group L.L.C. | 1,114 | $47.0K | 0.03% | +3+0.3% | Added |
| Aua Capital Management, LLC | 1,250 | $52.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,324 | $55.5K | 0.00% | +616+87.0% | Added |
| Global Retirement Partners, LLC | 1,379 | $56.0K | 0.00% | +646+88.1% | Added |
| PSI Advisors, LLC | 1,350 | $57.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 1,408 | $59.0K | 0.02% | +142+11.2% | Added |
| Logan Capital Management Inc | 1,465 | $61.0K | 0.00% | −885−37.7% | Reduced |
| Hexagon Capital Partners LLC | 1,471 | $62.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,504 | $63.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,530 | $64.0K | 0.01% | −381−19.9% | Reduced |
| Counterpoint Mutual Funds LLC | 1,526 | $64.0K | 0.05% | +1,526 | New |
| Zions Bancorporation, N.A. | 1,595 | $67.0K | 0.01% | +854+115.2% | Added |
| Castleview Partners, LLC | 1,670 | $69.0K | 0.04% | −93,787−98.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,714 | $71.0K | 0.01% | −1,801−51.2% | Reduced |
| Archer Investment Corp | 1,710 | $71.6K | 0.03% | +200+13.2% | Added |
| Bivin & Associates, Inc. | 1,734 | $73.0K | 0.07% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,899 | $80.0K | 0.03% | −319−14.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,931 | $81.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,981 | $83.0K | 0.02% | −16−0.8% | Reduced |
| First National Bank of South Miami | 1,985 | $83.0K | 0.05% | +1,985 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,045 | $86.0K | 0.00% | −7,531−78.6% | Reduced |
| Group One Trading, L.P. | 2,123 | $89.0K | 0.00% | −949−30.9% | Reduced |
| Huntington National Bank | 2,184 | $91.0K | 0.00% | −27−1.2% | Reduced |
| Glassman Wealth Services | 2,261 | $95.0K | 0.02% | +58+2.6% | Added |
| Quent Capital, LLC | 2,316 | $97.0K | 0.02% | +1,239+115.0% | Added |
| Manchester Capital Management LLC | 2,350 | $98.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,562 | $107.0K | 0.01% | +597+30.4% | Added |
| Covestor Ltd | 2,827 | $118.0K | 0.08% | +1,406+98.9% | Added |
| Parallel Advisors, LLC | 2,746 | $122.0K | 0.00% | −863−23.9% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $126.0K | 0.05% | +1,800+150.0% | Added |
| Brown Brothers Harriman & Co | 3,116 | $131.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,156 | $132.0K | 0.01% | +3,008+2,032.4% | Added |
| Ameritas Investment Partners, Inc. | 3,172 | $133.0K | 0.00% | −441−12.2% | Reduced |
| Providence Capital Advisors, LLC | 3,187 | $134.0K | 0.04% | −115−3.5% | Reduced |
| CWM, LLC | 3,311 | $139.0K | 0.00% | +36+1.1% | Added |
| Harbor Capital Advisors, Inc. | 3,418 | $143.0K | 0.07% | +3,418 | New |
| Cutler Group LP | 3,674 | $153.0K | 0.01% | −1,200−24.6% | Reduced |
| Central Trust Co | 4,110 | $172.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,200 | $175.0K | 0.00% | +1,448+52.6% | Added |
| Ci Investments Inc. | 4,344 | $182.0K | 0.00% | −76,092−94.6% | Reduced |
| Creative Financial Designs Inc | 4,369 | $183.0K | 0.03% | +399+10.1% | Added |
| Assetmark, Inc | 4,390 | $184.0K | 0.00% | −143−3.2% | Reduced |
| Signaturefd, LLC | 4,493 | $188.0K | 0.01% | +458+11.4% | Added |
| Acadian Asset Management LLC | 4,487 | $188.0K | 0.00% | +449+11.1% | Added |
| SG Americas Securities, LLC | 4,643 | $195.0K | 0.00% | −4,876−51.2% | Reduced |
| Glen Eagle Advisors, LLC | 4,730 | $198.2K | 0.05% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,830 | $202.0K | 0.00% | −35,766−88.1% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $202.0K | 0.00% | −30−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,811 | $202.0K | 0.00% | +20.0% | Added |
| Smith, Salley & Associates | 4,833 | $203.0K | 0.02% | −31−0.6% | Reduced |
| Impax Asset Management Group plc | 4,996 | $209.0K | 0.00% | −26−0.5% | Reduced |
| Paragon Capital Management Ltd | 5,022 | $210.0K | 0.04% | +114+2.3% | Added |
| Parametrica Management Ltd | 5,022 | $210.0K | 0.16% | +5,022 | New |
| Gateway Investment Advisers LLC | 5,053 | $212.0K | 0.00% | +1,052+26.3% | Added |
| Financial Counselors Inc | 5,074 | $213.0K | 0.00% | −43−0.8% | Reduced |
| Veriti Management LLC | 5,152 | $216.0K | 0.03% | +5,152 | New |
| Pathstone Family Office, LLC | 5,146 | $217.0K | 0.01% | −161−3.0% | Reduced |
| Diversified Trust Co | 5,179 | $217.0K | 0.01% | +5,179 | New |
| National Asset Management, Inc. | 5,171 | $218.0K | 0.01% | +651+14.4% | Added |
| Vantage Consulting Group Inc | 5,255 | $220.0K | 0.09% | +339+6.9% | Added |
| Syntax Advisors, LLC | 5,255 | $220.0K | 0.18% | +339+6.9% | Added |
| Cetera Advisor Networks LLC | 5,264 | $221.0K | 0.00% | +5,264 | New |
| Astrantus Ltd | 5,284 | $221.0K | 0.37% | +5,284 | New |
| Systematic Alpha Investments, LLC | 5,288 | $222.0K | 0.01% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,289 | $222.0K | 0.03% | +889+20.2% | Added |
| CIBC Private Wealth Group, LLC | 5,339 | $224.0K | 0.00% | −299−5.3% | Reduced |
| Optimum Investment Advisors | 5,368 | $225.0K | 0.09% | −2,742−33.8% | Reduced |
| Liberty Wealth Management LLC | 5,385 | $225.0K | 0.08% | +14+0.3% | Added |
| Patron Partners Advisors, LLC | 5,400 | $226.0K | 0.15% | 00.0% | Unchanged |
| Empirical Finance, LLC | 5,395 | $226.0K | 0.03% | +525+10.8% | Added |
| Walleye Trading LLC | 5,410 | $227.0K | 0.00% | −30,109−84.8% | Reduced |
| Keebeck Wealth Management, LLC | 5,414 | $228.0K | 0.04% | +5+0.1% | Added |
| SkyOak Wealth, LLC | 5,484 | $230.0K | 0.06% | −2,077−27.5% | Reduced |
| Maryland Capital Management | 5,500 | $230.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 5,500 | $230.0K | 0.02% | +5,500 | New |
| FourThought Financial, LLC | 5,620 | $234.0K | 0.03% | −1,202−17.6% | Reduced |
| Simplex Trading, LLC | 5,649 | $236.0K | 0.01% | −25,068−81.6% | Reduced |
| NuWave Investment Management, LLC | 5,658 | $237.0K | 0.32% | +5,658 | New |
| Equitable Trust Co | 5,712 | $239.0K | 0.02% | −4,065−41.6% | Reduced |
| Greenleaf Trust | 5,750 | $241.0K | 0.00% | −722−11.2% | Reduced |
| American Trust | 5,745 | $241.0K | 0.02% | −187−3.2% | Reduced |
| Ellevest, Inc. | 5,754 | $241.0K | 0.02% | +1,080+23.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,778 | $242.0K | 0.01% | −23−0.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,904 | $247.0K | 0.00% | −1,130−16.1% | Reduced |
| Wetherby Asset Management Inc | 5,910 | $248.0K | 0.01% | +125+2.2% | Added |
| Patten Group, Inc. | 5,974 | $250.0K | 0.07% | −777−11.5% | Reduced |
| Kestra Private Wealth Services, LLC | 5,978 | $250.0K | 0.01% | −705−10.5% | Reduced |
| CSS LLC | 6,000 | $252.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 6,143 | $257.0K | 0.00% | −2,644−30.1% | Reduced |
| Forum Financial Management, LP | 6,141 | $257.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 6,137 | $257.0K | 0.11% | +449+7.9% | Added |
| Laffer Tengler Investments | 6,227 | $260.9K | 0.08% | −8,774−58.5% | Reduced |
| Midwest Wealth Management Inc. | 6,238 | $261.0K | 0.16% | +6,238 | New |
| Doliver Advisors, LP | 6,350 | $266.0K | 0.08% | +6,350 | New |
| Qube Research & Technologies Ltd | 6,342 | $266.0K | 0.00% | +6,342 | New |