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 |
|---|---|---|---|---|---|
| Industrial Alliance Investment Management Inc. | 6,529 | $274.0K | 0.01% | −110,173−94.4% | Reduced |
| Fortem Financial Group, LLC | 6,550 | $274.0K | 0.12% | −850−11.5% | Reduced |
| Regal Investment Advisors LLC | 6,604 | $276.0K | 0.03% | −11,170−62.8% | Reduced |
| Stratos Wealth Partners, LTD. | 6,712 | $281.0K | 0.01% | −2,135−24.1% | Reduced |
| GW Henssler & Associates Ltd | 6,717 | $281.0K | 0.02% | +144+2.2% | Added |
| Mirabella Financial Services LLP | 6,735 | $283.0K | 0.03% | +6,735 | New |
| Schwartz Investment Counsel Inc | 6,798 | $285.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 6,800 | $285.0K | 0.00% | +325+5.0% | Added |
| Fifth Third Bancorp | 6,849 | $287.0K | 0.00% | +798+13.2% | Added |
| One Wealth Advisors, LLC | 6,860 | $287.0K | 0.07% | +2,696+64.7% | Added |
| Csenge Advisory Group | 6,964 | $292.0K | 0.02% | +1,477+26.9% | Added |
| Bluestein R H & Co | 7,000 | $293.0K | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,056 | $296.0K | 0.00% | −24−0.3% | Reduced |
| AIA Group Ltd | 7,058 | $296.0K | 0.01% | +2,194+45.1% | Added |
| HM Payson & Co | 7,117 | $298.0K | 0.01% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $302.0K | 0.21% | – | New |
| Fort Washington Investment Advisors Inc | 7,249 | $304.0K | 0.00% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 7,300 | $306.0K | 0.28% | +7,300 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 7,339 | $308.0K | 0.03% | +546+8.0% | Added |
| Metis Global Partners, LLC | 7,356 | $309.0K | 0.04% | +1,742+31.0% | Added |
| Anchor Investment Management, LLC | 7,377 | $309.1K | 0.04% | 00.0% | Unchanged |
| III Capital Management | 7,476 | $313.0K | 0.03% | −11,000−59.5% | Reduced |
| Quantinno Capital Management LP | 7,492 | $314.0K | 0.05% | −389−4.9% | Reduced |
| Alps Advisors Inc | 7,546 | $316.0K | 0.00% | −256−3.3% | Reduced |
| Prudential PLC | 7,597 | $318.0K | 0.00% | +7,597 | New |
| Natixis Investment Managers International | 7,666 | $321.0K | 0.01% | +7,666 | New |
| Asahi Life Asset Management Co., Ltd. | 7,690 | $322.0K | 0.04% | −400−4.9% | Reduced |
| Eqis Capital Management, Inc. | 7,699 | $323.0K | 0.03% | −15,833−67.3% | Reduced |
| Unison Advisors LLC | 7,787 | $328.0K | 0.08% | +7,787 | New |
| Ritholtz Wealth Management | 7,856 | $329.0K | 0.02% | +7,856 | New |
| Transcend Wealth Collective, LLC | 7,890 | $331.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,917 | $331.0K | 0.01% | +270+3.5% | Added |
| Blueshift Asset Management, LLC | 7,970 | $334.0K | 0.03% | +7,970 | New |
| Atria Wealth Solutions, Inc. | 7,988 | $335.0K | 0.01% | +7,988 | New |
| M&T Bank Corp | 8,113 | $340.0K | 0.00% | −2,286−22.0% | Reduced |
| Verdence Capital Advisors LLC | 8,369 | $351.0K | 0.04% | +2,783+49.8% | Added |
| Atlas Capital Advisors LLC | 8,394 | $351.7K | 0.05% | −214−2.5% | Reduced |
| Spire Wealth Management | 8,419 | $353.0K | 0.01% | −234,589−96.5% | Reduced |
| Samalin Investment Counsel, LLC | 8,464 | $355.0K | 0.22% | −5,201−38.1% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $360.0K | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 8,710 | $365.0K | 0.02% | −6,798−43.8% | Reduced |
| Oak Associates, Ltd | 8,855 | $371.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 8,815 | $372.0K | 0.01% | −75−0.8% | Reduced |
| Advisor Partners LLC | 8,907 | $373.0K | 0.02% | −466−5.0% | Reduced |
| Balentine LLC | 9,025 | $378.0K | 0.01% | +4,206+87.3% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $381.0K | 0.32% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,141 | $383.0K | 0.02% | +3,917+75.0% | Added |
| Bradley Foster & Sargent Inc | 9,172 | $384.0K | 0.01% | −10.0% | Reduced |
| Intersect Capital LLC | 9,289 | $389.0K | 0.07% | −2,134−18.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 9,649 | $404.0K | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 9,685 | $406.0K | 0.01% | +4,057+72.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 9,891 | $414.0K | 0.01% | −1,499−13.2% | Reduced |
| Occudo Quantitative Strategies LP | 9,924 | $416.0K | 0.03% | −4,312−30.3% | Reduced |
| Lingohr & Partner Asset Management GmbH | 9,954 | $417.0K | 1.10% | +638+6.8% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $419.0K | 0.06% | 00.0% | Unchanged |
| Washington Capital Management Inc | 10,000 | $419.0K | 0.35% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 10,050 | $421.0K | 0.03% | 00.0% | Unchanged |
| Pitcairn Co | 10,036 | $421.0K | 0.04% | +4,084+68.6% | Added |
| Gsa Capital Partners LLP | 10,061 | $422.0K | 0.06% | +10,061 | New |
| Steward Partners Investment Advisory, LLC | 10,104 | $423.0K | 0.01% | +758+8.1% | Added |
| Umb Bank N A | 10,335 | $434.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 10,397 | $436.0K | 0.01% | −2,825−21.4% | Reduced |
| APG Asset Management N.V. | 11,674 | $440.0K | 0.00% | −17,100−59.4% | Reduced |
| Thrivent Financial for Lutherans | 10,516 | $441.0K | 0.00% | −269−2.5% | Reduced |
| Advisory Services Network, LLC | 10,599 | $443.0K | 0.01% | −7,120−40.2% | Reduced |
| Laurion Capital Management LP | 10,600 | $444.0K | 0.01% | +10,600 | New |
| Cetera Investment Advisers | 10,617 | $445.0K | 0.01% | −2,221−17.3% | Reduced |
| Shell Asset Management Co | 10,748 | $450.0K | 0.01% | −1,771−14.1% | Reduced |
| Institute for Wealth Management, LLC. | 10,839 | $454.0K | 0.07% | −102−0.9% | Reduced |
| Telemus Capital, LLC | 10,916 | $457.0K | 0.04% | −535−4.7% | Reduced |
| Ethic Inc. | 11,166 | $468.0K | 0.03% | +2,207+24.6% | Added |
| Clarius Group, LLC | 8,376 | $479.0K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 11,509 | $484.0K | 0.01% | +175+1.5% | Added |
| Arete Wealth Advisors, LLC | 11,496 | $484.0K | 0.04% | +126+1.1% | Added |
| Personal Cfo Solutions, LLC | 11,728 | $491.0K | 0.10% | −534−4.4% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,800 | $495.0K | 0.04% | −400−3.3% | Reduced |
| XTX Topco Ltd | 12,012 | $503.0K | 0.22% | +5,454+83.2% | Added |
| Brewin Dolphin Ltd | 12,200 | $511.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 12,272 | $514.0K | 0.00% | +12,272 | New |
| B. Metzler seel. Sohn & Co. AG | 12,667 | $531.0K | 0.01% | +871+7.4% | Added |
| Fox Run Management, L.L.C. | 12,750 | $534.0K | 0.30% | +7,736+154.3% | Added |
| Northwestern Mutual Wealth Management Co | 12,791 | $536.0K | 0.00% | −63−0.5% | Reduced |
| Capstone Investment Advisors, LLC | 12,846 | $538.0K | 0.01% | +12,846 | New |
| Neo Ivy Capital Management | 13,284 | $556.0K | 0.50% | +9,315+234.7% | Added |
| Pinnacle Associates Ltd | 13,289 | $557.0K | 0.01% | −2,318−14.9% | Reduced |
| Kestra Advisory Services, LLC | 13,305 | $557.0K | 0.01% | +3,295+32.9% | Added |
| Beacon Pointe Advisors, LLC | 13,319 | $558.0K | 0.01% | +3,462+35.1% | Added |
| Apollon Wealth Management, LLC | 13,568 | $568.0K | 0.04% | −1,457−9.7% | Reduced |
| Centiva Capital, LP | 13,563 | $568.0K | 0.03% | +13,563 | New |
| Versor Investments LP | 13,625 | $571.0K | 0.02% | +3,151+30.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,635 | $572.0K | 0.01% | +8,305+155.8% | Added |
| Corient Capital Partners, LLC | 13,901 | $582.0K | 0.04% | +1,768+14.6% | Added |
| Knowledge Leaders Capital, LLC | 14,123 | $592.0K | 0.42% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 14,187 | $594.0K | 0.11% | −26,931−65.5% | Reduced |
| Baird Financial Group, Inc. | 14,289 | $599.0K | 0.00% | −5,039−26.1% | Reduced |
| Illinois Municipal Retirement Fund | 14,287 | $599.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 14,284 | $599.0K | 0.02% | +14,284 | New |
| US Bancorp | 14,384 | $602.0K | 0.00% | −1,469−9.3% | Reduced |
| HAP Trading, LLC | 14,445 | $605.0K | 0.07% | −9,124−38.7% | Reduced |
| New Mexico Educational Retirement Board | 14,438 | $605.0K | 0.02% | −1,400−8.8% | Reduced |