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, Q2 2022
Institutional positions in Pultegroup Inc as of Jun 30, 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
- 631
- −13 vs. Q1 2022
- Shares held
- 208.6M
- +912.1K (+0.4%) vs. Q1 2022
- Total value
- $8.28B
- −$434.8M (−5.0%) vs. Q1 2022
- New holders
- 66
- 224 more added
- Sold out
- 79
- 247 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 4 | $0 | 0.00% | +4 | New |
| Castleview Partners, LLC | 4 | $12 | 0.00% | −1,666−99.8% | Reduced |
| Fairfield Financial Advisors, LTD | 2 | $74 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $79 | 0.00% | – | – |
| MV Capital Management, Inc. | 24 | $1.00K | 0.00% | −77−76.2% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $1.00K | 0.00% | −8−18.6% | Reduced |
| MCF Advisors LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $1.00K | 0.00% | −7−24.1% | Reduced |
| Beacon Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 13 | $1.00K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Sargent Bickham Lagudis LLC | 14 | $1.00K | 0.00% | +14 | New |
| Accel Wealth Management | 29 | $1.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 50 | $1.98K | 0.00% | −28−35.9% | Reduced |
| Zions Bancorporation, N.A. | 53 | $2.00K | 0.00% | −1,542−96.7% | Reduced |
| TCI Wealth Advisors, Inc. | 50 | $2.00K | 0.00% | −403−89.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $2.00K | 0.00% | −11−15.5% | Reduced |
| Washington Trust Co | 39 | $2.00K | 0.00% | −1−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 53 | $2.00K | 0.00% | +6+12.8% | Added |
| TSFG, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $2.00K | 0.00% | −13−25.0% | Reduced |
| KB Financial Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 43 | $2.00K | 0.00% | +1+2.4% | Added |
| West Paces Advisors Inc. | 53 | $2.10K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 86 | $3.00K | 0.00% | −117−57.6% | Reduced |
| AdvisorNet Financial, Inc | 78 | $3.00K | 0.00% | −135−63.4% | Reduced |
| EverSource Wealth Advisors, LLC | 81 | $3.00K | 0.00% | −21−20.6% | Reduced |
| Raleigh Capital Management Inc. | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 79 | $3.00K | 0.00% | +22+38.6% | Added |
| Bell Investment Advisors, Inc | 64 | $3.00K | 0.00% | +64 | New |
| Evoke Wealth, LLC | 100 | $4.00K | 0.00% | −54−35.1% | Reduced |
| Motco | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 111 | $4.00K | 0.00% | +10+9.9% | Added |
| Schubert & Co | 103 | $4.00K | 0.00% | +64+164.1% | Added |
| Lindbrook Capital, LLC | 111 | $4.00K | 0.00% | +99+825.0% | Added |
| New Millennium Group LLC | 89 | $4.00K | 0.00% | +89 | New |
| Eagle Bay Advisors LLC | 116 | $4.60K | 0.00% | +116 | New |
| Clearstead Advisors, LLC | 124 | $5.00K | 0.00% | −165−57.1% | Reduced |
| Aspire Private Capital, LLC | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 139 | $5.00K | 0.00% | +139 | New |
| Fieldpoint Private Securities, LLC | 140 | $6.00K | 0.00% | −46−24.7% | Reduced |
| Earnest Partners LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 142 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 166 | $6.00K | 0.00% | +1+0.6% | Added |
| TD Ameritrade Investment Management, LLC | 139 | $6.00K | 0.00% | +139 | New |
| Wagner Wealth Management, LLC | 140 | $6.00K | 0.00% | +140 | New |
| Financial Management Professionals, Inc. | 179 | $7.00K | 0.00% | −233−56.6% | Reduced |
| BerganKDV Wealth Management, LLC | 183 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 189 | $7.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 168 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 185 | $7.00K | 0.00% | +38+25.9% | Added |
| JFS Wealth Advisors, LLC | 172 | $7.00K | 0.00% | +53+44.5% | Added |
| Community Bank, N.A. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 190 | $8.00K | 0.00% | +190 | New |
| Sutton Wealth Advisors Inc. | 227 | $9.00K | 0.00% | −17−7.0% | Reduced |
| Strengthening Families & Communities, LLC | 209 | $9.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 261 | $10.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 288 | $11.0K | 0.00% | −750−72.3% | Reduced |
| Byrne Asset Management LLC | 280 | $11.0K | 0.01% | −20−6.7% | Reduced |
| Carolinas Wealth Consulting LLC | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 265 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $11.0K | 0.00% | +285 | New |
| Zullo Investment Group, Inc. | 306 | $12.0K | 0.01% | +1+0.3% | Added |
| Proequities, Inc. | 291 | $12.0K | 0.00% | +76+35.3% | Added |
| BOK Financial Private Wealth, Inc. | 302 | $12.0K | 0.00% | +302 | New |
| Harbour Investments, Inc. | 344 | $14.0K | 0.00% | +344 | New |
| Parkside Financial Bank & Trust | 370 | $15.0K | 0.00% | −23−5.9% | Reduced |
| Whittier Trust Co | 397 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 400 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $16.0K | 0.00% | +27+7.3% | Added |
| SeaCrest Wealth Management, LLC | 412 | $16.0K | 0.00% | +412 | New |
| Financial Perspectives, Inc | 410 | $16.2K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 411 | $18.0K | 0.01% | +411 | New |
| TD Waterhouse Canada Inc. | 429 | $18.1K | 0.00% | +144+50.5% | Added |
| Tyler-Stone Wealth Management | 475 | $19.0K | 0.01% | −375−44.1% | Reduced |
| Clear Street Markets LLC | 494 | $20.0K | 0.01% | +392+384.3% | Added |
| Money Concepts Capital Corp | 511 | $22.0K | 0.00% | −597−53.9% | Reduced |
| Allworth Financial LP | 619 | $25.0K | 0.00% | +12+2.0% | Added |
| Denali Advisors LLC | 679 | $27.0K | 0.01% | +112+19.8% | Added |
| Pacific Center for Financial Services | 712 | $28.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 729 | $28.9K | 0.00% | +150+25.9% | Added |
| Private Trust Co NA | 722 | $29.0K | 0.00% | +722 | New |
| FinTrust Capital Advisors, LLC | 643 | $30.0K | 0.01% | +197+44.2% | Added |
| CVA Family Office, LLC | 780 | $31.0K | 0.01% | −125−13.8% | Reduced |
| Seldon Capital LP | 887 | $35.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 923 | $37.0K | 0.01% | −1−0.1% | Reduced |
| Adirondack Trust Co | 925 | $37.0K | 0.02% | +925 | New |
| Larson Financial Group LLC | 953 | $38.0K | 0.01% | +539+130.2% | Added |
| Smithfield Trust Co | 1,005 | $40.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,082 | $43.0K | 0.00% | +154+16.6% | Added |