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 |
|---|---|---|---|---|---|
| Washington Capital Management Inc | 10,000 | $419.0K | 0.35% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 9,954 | $417.0K | 1.10% | +638+6.8% | Added |
| Occudo Quantitative Strategies LP | 9,924 | $416.0K | 0.03% | −4,312−30.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 9,891 | $414.0K | 0.01% | −1,499−13.2% | Reduced |
| ExodusPoint Capital Management, LP | 9,685 | $406.0K | 0.01% | +4,057+72.1% | Added |
| Redpoint Investment Management Pty Ltd | 9,649 | $404.0K | 0.04% | 00.0% | Unchanged |
| Intersect Capital LLC | 9,289 | $389.0K | 0.07% | −2,134−18.7% | Reduced |
| Bradley Foster & Sargent Inc | 9,172 | $384.0K | 0.01% | −10.0% | Reduced |
| Meeder Asset Management Inc | 9,141 | $383.0K | 0.02% | +3,917+75.0% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $381.0K | 0.32% | 00.0% | Unchanged |
| Balentine LLC | 9,025 | $378.0K | 0.01% | +4,206+87.3% | Added |
| Advisor Partners LLC | 8,907 | $373.0K | 0.02% | −466−5.0% | Reduced |
| Phoenix Holdings Ltd. | 8,815 | $372.0K | 0.01% | −75−0.8% | Reduced |
| Oak Associates, Ltd | 8,855 | $371.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 8,710 | $365.0K | 0.02% | −6,798−43.8% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $360.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 8,464 | $355.0K | 0.22% | −5,201−38.1% | Reduced |
| Spire Wealth Management | 8,419 | $353.0K | 0.01% | −234,589−96.5% | Reduced |
| Atlas Capital Advisors LLC | 8,394 | $351.7K | 0.05% | −214−2.5% | Reduced |
| Verdence Capital Advisors LLC | 8,369 | $351.0K | 0.04% | +2,783+49.8% | Added |
| M&T Bank Corp | 8,113 | $340.0K | 0.00% | −2,286−22.0% | Reduced |
| Atria Wealth Solutions, Inc. | 7,988 | $335.0K | 0.01% | +7,988 | New |
| Blueshift Asset Management, LLC | 7,970 | $334.0K | 0.03% | +7,970 | 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 |
| Ritholtz Wealth Management | 7,856 | $329.0K | 0.02% | +7,856 | New |
| Unison Advisors LLC | 7,787 | $328.0K | 0.08% | +7,787 | New |
| Eqis Capital Management, Inc. | 7,699 | $323.0K | 0.03% | −15,833−67.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,690 | $322.0K | 0.04% | −400−4.9% | Reduced |
| Natixis Investment Managers International | 7,666 | $321.0K | 0.01% | +7,666 | New |
| Prudential PLC | 7,597 | $318.0K | 0.00% | +7,597 | New |
| Alps Advisors Inc | 7,546 | $316.0K | 0.00% | −256−3.3% | Reduced |
| Quantinno Capital Management LP | 7,492 | $314.0K | 0.05% | −389−4.9% | Reduced |
| III Capital Management | 7,476 | $313.0K | 0.03% | −11,000−59.5% | Reduced |
| Anchor Investment Management, LLC | 7,377 | $309.1K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,356 | $309.0K | 0.04% | +1,742+31.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,339 | $308.0K | 0.03% | +546+8.0% | Added |
| Credit Capital Investments LLC | 7,300 | $306.0K | 0.28% | +7,300 | New |
| Fort Washington Investment Advisors Inc | 7,249 | $304.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $302.0K | 0.21% | – | New |
| HM Payson & Co | 7,117 | $298.0K | 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 |
| Bluestein R H & Co | 7,000 | $293.0K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 6,964 | $292.0K | 0.02% | +1,477+26.9% | 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 |
| 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 |
| Mirabella Financial Services LLP | 6,735 | $283.0K | 0.03% | +6,735 | New |
| 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 |
| Regal Investment Advisors LLC | 6,604 | $276.0K | 0.03% | −11,170−62.8% | Reduced |
| 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 |
| 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 |
| Midwest Wealth Management Inc. | 6,238 | $261.0K | 0.16% | +6,238 | New |
| Laffer Tengler Investments | 6,227 | $260.9K | 0.08% | −8,774−58.5% | Reduced |
| 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 |
| CSS LLC | 6,000 | $252.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Wetherby Asset Management Inc | 5,910 | $248.0K | 0.01% | +125+2.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,904 | $247.0K | 0.00% | −1,130−16.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,778 | $242.0K | 0.01% | −23−0.4% | 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 |
| Equitable Trust Co | 5,712 | $239.0K | 0.02% | −4,065−41.6% | Reduced |
| NuWave Investment Management, LLC | 5,658 | $237.0K | 0.32% | +5,658 | New |
| Simplex Trading, LLC | 5,649 | $236.0K | 0.01% | −25,068−81.6% | Reduced |
| FourThought Financial, LLC | 5,620 | $234.0K | 0.03% | −1,202−17.6% | Reduced |
| 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 |
| Keebeck Wealth Management, LLC | 5,414 | $228.0K | 0.04% | +5+0.1% | Added |
| Walleye Trading LLC | 5,410 | $227.0K | 0.00% | −30,109−84.8% | Reduced |
| 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 |
| 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 |
| CIBC Private Wealth Group, LLC | 5,339 | $224.0K | 0.00% | −299−5.3% | Reduced |
| 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 |
| Cetera Advisor Networks LLC | 5,264 | $221.0K | 0.00% | +5,264 | New |
| Astrantus Ltd | 5,284 | $221.0K | 0.37% | +5,284 | New |
| 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 |
| National Asset Management, Inc. | 5,171 | $218.0K | 0.01% | +651+14.4% | Added |
| 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 |
| Veriti Management LLC | 5,152 | $216.0K | 0.03% | +5,152 | New |
| Financial Counselors Inc | 5,074 | $213.0K | 0.00% | −43−0.8% | Reduced |
| Gateway Investment Advisers LLC | 5,053 | $212.0K | 0.00% | +1,052+26.3% | Added |
| 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 |
| Impax Asset Management Group plc | 4,996 | $209.0K | 0.00% | −26−0.5% | Reduced |