Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2022: 631 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ2 2022: $8.28B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2022.

Institutions holding PHM in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
APG Asset Management N.V.9,674$367.0K0.00%−2,000−17.1%Reduced
Advisor Partners LLC9,250$367.0K0.03%+343+3.9%Added
Bradley Foster & Sargent Inc9,172$363.0K0.01%00.0%Unchanged
Yorktown Management & Research Co Inc9,100$361.0K0.47%00.0%Unchanged
Csenge Advisory Group9,029$358.0K0.03%+2,065+29.7%Added
Oak Associates, Ltd8,855$351.0K0.03%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd8,822$350.0K0.05%−18,048−67.2%Reduced
M&T Bank Corp13,427$349.0K0.00%+5,314+65.5%Added
One Wealth Advisors, LLC8,682$344.0K0.09%+1,822+26.6%Added
Monticello Wealth Management, LLC8,600$341.0K0.04%00.0%Unchanged
Pathstone Family Office, LLC8,574$340.7K0.01%+3,428+66.6%Added
Clarius Group, LLC8,426$334.0K0.03%+50+0.6%Added
Prudential PLC8,302$329.0K0.01%+705+9.3%Added
Quadrature Capital Ltd8,249$327.0K0.01%+8,249New
Kentucky Retirement Systems Insurance Trust Fund8,119$322.0K0.03%+780+10.6%Added
TCWP LLC8,077$320.0K0.07%+7,682+1,944.8%Added
CSS LLC8,000$317.0K0.02%+2,000+33.3%Added
CWA Asset Management Group, LLC7,931$314.0K0.03%−290,942−97.3%Reduced
Transcend Wealth Collective, LLC7,916$314.0K0.03%+26+0.3%Added
Unison Advisors LLC7,787$310.0K0.08%00.0%Unchanged
Pinebridge Investments, L.P.7,774$308.0K0.00%−26,581−77.4%Reduced
CIBC World Markets Inc.7,523$298.0K0.00%+7,523New
Alps Advisors Inc7,469$296.0K0.00%−77−1.0%Reduced
Crossmark Global Holdings, Inc.7,457$295.0K0.01%−460−5.8%Reduced
Steward Partners Investment Advisory, LLC7,374$292.0K0.01%−2,730−27.0%Reduced
Corsair Capital Management, L.P.7,256$288.0K0.10%+7,256New
Fort Washington Investment Advisors Inc7,249$287.0K0.00%00.0%Unchanged
HM Payson & Co7,117$282.0K0.01%00.0%Unchanged
Fox Run Management, L.L.C.7,073$280.0K0.14%−5,677−44.5%Reduced
Financial Counselors Inc7,059$280.0K0.01%+1,985+39.1%Added
Stratos Wealth Partners, LTD.7,006$278.0K0.01%+294+4.4%Added
MAI Capital Management7,022$278.0K0.01%+879+14.3%Added
Bluestein R H & Co7,000$277.0K0.02%00.0%Unchanged
Anchor Investment Management, LLC6,943$275.2K0.04%−434−5.9%Reduced
Schwartz Investment Counsel Inc6,798$269.0K0.01%00.0%Unchanged
National Bank of Canada6,722$266.0K0.00%−78−1.1%Reduced
Advisors Asset Management, Inc.6,711$266.0K0.00%+6,711New
AE Wealth Management LLC6,663$264.0K0.00%−11,228−62.8%Reduced
Atlas Capital Advisors LLC6,635$262.9K0.04%−1,759−21.0%Reduced
Baader Bank INC6,600$262.0K0.03%+6,600New
FDx Advisors, Inc.6,556$260.0K0.01%+6,556New
Regal Investment Advisors LLC6,546$259.0K0.03%−58−0.9%Reduced
Paragon Capital Management Ltd6,521$258.0K0.07%+1,499+29.8%Added
Schechter Investment Advisors, LLC6,476$256.0K0.02%+6,476New
GW Henssler & Associates Ltd6,440$255.0K0.02%−277−4.1%Reduced
Patten Group, Inc.5,853$255.0K0.08%−121−2.0%Reduced
Forum Financial Management, LP6,350$252.0K0.01%+209+3.4%Added
Horizon Investments, LLC6,354$252.0K0.01%+6,354New
Moody National Bank Trust Division6,306$250.0K0.03%+6,306New
Ieq Capital, LLC6,310$250.0K0.01%+6,310New
Boston Private Wealth LLC6,281$249.0K0.00%+6,281New
Laffer Tengler Investments6,227$246.8K0.09%00.0%Unchanged
Atlas Private Wealth Advisors6,137$243.0K0.15%00.0%Unchanged
Signaturefd, LLC6,139$243.0K0.01%+1,646+36.6%Added
Vantage Consulting Group Inc6,080$241.0K0.14%+825+15.7%Added
Syntax Advisors, LLC6,080$241.0K0.20%+825+15.7%Added
Counterpoint Mutual Funds LLC6,046$240.0K0.16%+4,520+296.2%Added
Savant Capital, LLC6,057$240.0K0.01%+6,057New
CIBC Private Wealth Group, LLC6,036$239.0K0.00%+697+13.1%Added
Kestra Private Wealth Services, LLC5,967$236.0K0.01%−11−0.2%Reduced
Veriti Management LLC5,887$233.0K0.03%+735+14.3%Added
Atria Wealth Solutions, Inc.5,860$232.0K0.00%−2,128−26.6%Reduced
Beacon Investment Advisory Services, Inc.5,765$228.0K0.01%−13−0.2%Reduced
Fuller & Thaler Asset Management, Inc.5,734$227.0K0.00%−170−2.9%Reduced
Interchange Capital Partners, LLC5,735$227.0K0.26%+5,735New
Equitable Trust Co5,712$226.0K0.02%00.0%Unchanged
Greenleaf Trust5,537$219.0K0.00%−213−3.7%Reduced
Rothschild Investment Corp5,500$218.0K0.02%00.0%Unchanged
Maryland Capital Management5,500$218.0K0.02%00.0%Unchanged
Wetherby Asset Management Inc5,449$216.0K0.01%−461−7.8%Reduced
Keebeck Wealth Management, LLC5,420$216.0K0.04%+6+0.1%Added
Patron Partners Advisors, LLC5,400$214.0K0.17%00.0%Unchanged
Liberty Wealth Management LLC5,389$213.0K0.09%+4+0.1%Added
Systematic Alpha Investments, LLC5,288$210.0K0.01%00.0%Unchanged
Exane Derivatives5,296$209.9K0.12%+3,888+276.1%Added
American Trust5,277$209.0K0.02%−468−8.1%Reduced
Cerity Partners LLC5,207$207.0K0.00%+5,207New
StoneX Group Inc.5,166$205.4K0.03%+5,166New
Creative Financial Designs Inc5,152$204.0K0.03%+783+17.9%Added
Optimum Investment Advisors5,100$202.0K0.10%−268−5.0%Reduced
Gateway Investment Advisers LLC5,053$200.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.4,770$189.0K0.00%−41−0.9%Reduced
Glen Eagle Advisors, LLC4,630$183.5K0.05%−100−2.1%Reduced
Capstone Investment Advisors, LLC4,606$183.0K0.00%−8,240−64.1%Reduced
Bessemer Group Inc4,383$174.0K0.00%+183+4.4%Added
Ellevest, Inc.4,354$173.0K0.02%−1,400−24.3%Reduced
Assetmark, Inc4,357$173.0K0.00%−33−0.8%Reduced
FourThought Financial, LLC4,344$172.0K0.03%−1,276−22.7%Reduced
Central Trust Co4,110$163.0K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.3,612$143.0K0.11%+194+5.7%Added
Fifth Third Bancorp3,569$141.0K0.00%−3,280−47.9%Reduced
Covestor Ltd3,472$138.0K0.11%+645+22.8%Added
Altshuler Shaham Ltd3,243$129.0K0.00%+3,243New
Providence Capital Advisors, LLC3,187$127.0K0.04%00.0%Unchanged
Brown Brothers Harriman & Co3,190$126.0K0.00%+74+2.4%Added
Ameritas Investment Partners, Inc.3,172$125.0K0.01%00.0%Unchanged
Union Investments & Development Ltd.3,000$119.0K0.05%00.0%Unchanged
Ci Investments Inc.2,875$114.0K0.00%−1,469−33.8%Reduced
Ronald Blue Trust, Inc.2,644$111.0K0.00%+2,644New
First Horizon Advisors, Inc.2,734$108.0K0.00%−422−13.4%Reduced