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, Q3 2022
Institutional positions in Pultegroup Inc as of Sep 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
- 634
- +11 vs. Q2 2022
- Shares held
- 206.2M
- −2.27M (−1.1%) vs. Q2 2022
- Total value
- $7.74B
- −$536.7M (−6.5%) vs. Q2 2022
- New holders
- 65
- 176 more added
- Sold out
- 54
- 288 more reduced
8 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 13 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Howe & Rusling Inc | 9 | $0 | 0.00% | +9 | New |
| Fairfield Financial Advisors, LTD | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 13 | $488 | 0.00% | +13 | New |
| Lee Financial Co | 35 | $1.00K | 0.00% | −51−59.3% | Reduced |
| Washington Trust Co | 37 | $1.00K | 0.00% | −2−5.1% | Reduced |
| Capital Advisors, Ltd. LLC | 27 | $1.00K | 0.00% | +14+107.7% | Added |
| MCF Advisors LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $1.00K | 0.00% | +4+16.7% | Added |
| Versant Capital Management, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 22 | $1.00K | 0.00% | +22 | New |
| Private Ocean, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Heritage Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 34 | $1.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 50 | $1.88K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 53 | $1.99K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 47 | $2.00K | 0.00% | −251,952−100.0% | Reduced |
| BerganKDV Wealth Management, LLC | 51 | $2.00K | 0.00% | −132−72.1% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $2.00K | 0.00% | −15−18.5% | Reduced |
| Bell Investment Advisors, Inc | 53 | $2.00K | 0.00% | −11−17.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 64 | $2.00K | 0.00% | +11+20.8% | Added |
| Zions Bancorporation, N.A. | 54 | $2.00K | 0.00% | +1+1.9% | Added |
| TSFG, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 43 | $2.00K | 0.00% | +4+10.3% | Added |
| KB Financial Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Stonebridge Capital Advisors LLC | 55 | $2.00K | 0.00% | +55 | New |
| Standard Family Office LLC | 42 | $2.00K | 0.00% | +42 | New |
| Lindbrook Capital, LLC | 87 | $3.00K | 0.00% | −24−21.6% | Reduced |
| Schubert & Co | 82 | $3.00K | 0.00% | −21−20.4% | Reduced |
| New Millennium Group LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $3.00K | 0.00% | −10−12.8% | Reduced |
| BDO Wealth Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 86 | $3.00K | 0.00% | +36+72.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 82 | $3.00K | 0.00% | +82 | New |
| TD Ameritrade Investment Management, LLC | 106 | $4.00K | 0.00% | −33−23.7% | Reduced |
| Motco | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 106 | $4.00K | 0.00% | −5−4.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 142 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 127 | $5.00K | 0.00% | −5−3.8% | Reduced |
| PFG Private Wealth Management, LLC | 126 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 142 | $5.00K | 0.00% | +57+67.1% | Added |
| Baystate Wealth Management LLC | 169 | $6.00K | 0.00% | +1+0.6% | Added |
| Earnest Partners LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 153 | $6.00K | 0.00% | +30+24.4% | Added |
| Eagle Bay Advisors LLC | 152 | $6.00K | 0.00% | +36+31.0% | Added |
| CVA Family Office, LLC | 175 | $7.00K | 0.00% | −605−77.6% | Reduced |
| Financial Management Professionals, Inc. | 179 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 185 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 189 | $7.00K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 227 | $8.51K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 250 | $9.00K | 0.01% | −30−10.7% | Reduced |
| EdgeRock Capital LLC | 239 | $9.00K | 0.01% | +239 | New |
| Liberty One Investment Management, LLC | 274 | $10.0K | 0.00% | −19,437−98.6% | Reduced |
| Proequities, Inc. | 274 | $10.0K | 0.00% | −17−5.8% | Reduced |
| Strategic Asset Management, LLC | 261 | $10.0K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 266 | $10.0K | 0.00% | +56+26.7% | Added |
| JFS Wealth Advisors, LLC | 255 | $10.0K | 0.00% | +83+48.3% | Added |
| TD Waterhouse Canada Inc. | 265 | $10.4K | 0.00% | −164−38.2% | Reduced |
| Parkside Financial Bank & Trust | 277 | $11.0K | 0.00% | −93−25.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 302 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 305 | $11.0K | 0.01% | −1−0.3% | Reduced |
| Salem Investment Counselors Inc | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 288 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 306 | $11.0K | 0.01% | +97+46.4% | Added |
| Harbour Investments, Inc. | 344 | $14.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 397 | $15.0K | 0.01% | −282−41.5% | Reduced |
| Hantz Financial Services, Inc. | 396 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 397 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $15.0K | 0.00% | +399 | New |
| Financial Perspectives, Inc | 410 | $15.4K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 475 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 474 | $18.0K | 0.00% | +474 | New |
| Money Concepts Capital Corp | 513 | $19.0K | 0.00% | +2+0.4% | Added |
| FinTrust Capital Advisors, LLC | 506 | $20.0K | 0.01% | −137−21.3% | Reduced |
| Johnson Financial Group, Inc. | 519 | $20.0K | 0.00% | +254+95.8% | Added |
| Private Trust Co NA | 689 | $26.0K | 0.00% | −33−4.6% | Reduced |
| Pacific Center for Financial Services | 712 | $27.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 729 | $27.3K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 887 | $33.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 907 | $34.0K | 0.00% | −175−16.2% | Reduced |
| Adirondack Trust Co | 925 | $35.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,005 | $37.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,000 | $38.0K | 0.08% | +1,000 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,091 | $41.0K | 0.00% | −951−46.6% | Reduced |