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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 78 | $3.27K | 0.00% | 00.0% | Unchanged |
| 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 |
| West Paces Advisors Inc. | 53 | $2.22K | 0.00% | +53 | 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 |
| 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 |
| WestEnd Advisors, LLC | – | $83 | 0.00% | – | – |
| Fairfield Financial Advisors, LTD | 2 | $78 | 0.00% | +2 | New |
| 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 |
| Sofos Investments, Inc. | 420 | – | – | −1,518−78.3% | Reduced |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −1,450,000−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −913,668−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −863,282−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −411,723−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −395,767−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −286,415−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −209,900−100.0% | Sold out |
| Timelo Investment Management Inc. | 0 | $0 | 0.00% | −201,135−100.0% | Sold out |
| Key Square Capital Management LLC | 0 | $0 | 0.00% | −174,900−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −146,757−100.0% | Sold out |
| Myriad Asset Management Ltd. | 0 | $0 | 0.00% | −93,621−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −76,014−100.0% | Sold out |
| Nixon Capital, LLC | 0 | $0 | 0.00% | −68,586−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −57,702−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −54,900−100.0% | Sold out |
| Kingfisher Capital LLC | 0 | $0 | 0.00% | −53,981−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −48,942−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −47,895−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −45,698−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −41,465−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −37,724−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −35,075−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −31,596−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −28,744−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −26,803−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −21,326−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −17,535−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,999−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −15,290−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −13,377−100.0% | Sold out |
| Cypress Capital Group | 0 | $0 | 0.00% | −12,502−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −12,438−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,182−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −8,585−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −7,671−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,380−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |