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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 1,102 | $41.0K | 0.04% | +1,098+27,450.0% | Added |
| TD Private Client Wealth LLC | 1,201 | $45.0K | 0.00% | −9−0.7% | Reduced |
| Aua Capital Management, LLC | 1,250 | $47.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,267 | $48.0K | 0.01% | −392−23.6% | Reduced |
| Spire Wealth Management | 1,396 | $52.0K | 0.00% | −204−12.8% | Reduced |
| Hexagon Capital Partners LLC | 1,435 | $54.0K | 0.02% | −36−2.4% | Reduced |
| Gradient Investments LLC | 1,504 | $56.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,600 | $60.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,714 | $64.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,710 | $64.1K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,757 | $66.0K | 0.02% | −216−10.9% | Reduced |
| Harbor Capital Advisors, Inc. | 2,066 | $77.0K | 0.07% | −1,546−42.8% | Reduced |
| Forsta Ap-Fonden | 2,100 | $79.0K | 0.00% | +2,100 | New |
| CWM, LLC | 2,165 | $81.0K | 0.00% | −142−6.2% | Reduced |
| Glassman Wealth Services | 2,213 | $83.0K | 0.02% | −9−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,333 | $88.0K | 0.00% | −9,896−80.9% | Reduced |
| Logan Capital Management Inc | 2,350 | $88.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,350 | $88.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,334 | $88.0K | 0.02% | +165+7.6% | Added |
| Allworth Financial LP | 2,395 | $90.0K | 0.00% | +1,776+286.9% | Added |
| Wahed Invest LLC | 2,580 | $97.0K | 0.06% | +52+2.1% | Added |
| Parallel Advisors, LLC | 2,614 | $98.0K | 0.00% | +1,314+101.1% | Added |
| Covestor Ltd | 2,733 | $103.0K | 0.09% | −739−21.3% | Reduced |
| First Horizon Advisors, Inc. | 2,750 | $103.0K | 0.00% | +16+0.6% | Added |
| Sentry Investment Management LLC | 2,747 | $103.0K | 0.05% | +1,158+72.9% | Added |
| Global Retirement Partners, LLC | 2,631 | $105.0K | 0.01% | +386+17.2% | Added |
| Ci Investments Inc. | 2,818 | $106.0K | 0.00% | −57−2.0% | Reduced |
| Altshuler Shaham Ltd | 2,907 | $111.0K | 0.00% | −336−10.4% | Reduced |
| Counterpoint Mutual Funds LLC | 2,988 | $112.0K | 0.27% | −3,058−50.6% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,054 | $115.0K | 0.00% | −515−14.4% | Reduced |
| Ameritas Investment Partners, Inc. | 3,172 | $118.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3,187 | $120.0K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,051 | $121.0K | 0.00% | +407+15.4% | Added |
| Brown Brothers Harriman & Co | 3,268 | $123.0K | 0.00% | +78+2.4% | Added |
| FourThought Financial, LLC | 3,328 | $125.0K | 0.02% | −1,016−23.4% | Reduced |
| Capital Analysts, LLC | 3,357 | $126.0K | 0.01% | +677+25.3% | Added |
| Bessemer Group Inc | 3,416 | $128.0K | 0.00% | −967−22.1% | Reduced |
| Ellevest, Inc. | 3,486 | $131.0K | 0.01% | −868−19.9% | Reduced |
| First National Bank of South Miami | 3,612 | $135.0K | 0.10% | +1,108+44.2% | Added |
| Wipfli Financial Advisors LLC, | 3,624 | $136.0K | 0.01% | +3,624 | New |
| Central Trust Co | 4,110 | $154.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,130 | $154.9K | 0.04% | −500−10.8% | Reduced |
| Power Corp of Canada | 4,143 | $155.0K | 0.02% | +4,143 | New |
| Assetmark, Inc | 4,266 | $160.0K | 0.00% | −91−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,646 | $174.0K | 0.00% | −124−2.6% | Reduced |
| Optimum Investment Advisors | 5,100 | $191.0K | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,324 | $200.0K | 0.03% | +172+3.3% | Added |
| Rothschild Investment Corp | 5,350 | $201.0K | 0.02% | −150−2.7% | Reduced |
| Liberty Wealth Management LLC | 5,410 | $202.0K | 0.05% | +21+0.4% | Added |
| Patron Partners Advisors, LLC | 5,400 | $203.0K | 0.17% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,420 | $204.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Management | 5,500 | $206.0K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,540 | $207.0K | 0.23% | −195−3.4% | Reduced |
| Schwartz Investment Counsel Inc | 5,550 | $208.0K | 0.01% | −1,248−18.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,574 | $209.0K | 0.00% | −160−2.8% | Reduced |
| Cerity Partners LLC | 5,564 | $209.0K | 0.00% | +357+6.9% | Added |
| United Capital Financial Advisers, LLC | 5,709 | $214.0K | 0.00% | −98,101−94.5% | Reduced |
| Equitable Trust Co | 5,712 | $214.0K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,615 | $219.0K | 0.01% | −3,200−36.3% | Reduced |
| Kestra Private Wealth Services, LLC | 5,963 | $224.0K | 0.01% | −4−0.1% | Reduced |
| CIBC Private Wealth Group, LLC | 6,036 | $226.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 6,081 | $228.0K | 0.00% | −200−3.2% | Reduced |
| AIA Group Ltd | 6,094 | $229.0K | 0.01% | −3,755−38.1% | Reduced |
| AE Wealth Management LLC | 6,109 | $229.0K | 0.00% | −554−8.3% | Reduced |
| XTX Topco Ltd | 6,100 | $229.0K | 0.06% | +6,100 | New |
| Schechter Investment Advisors, LLC | 6,157 | $230.0K | 0.02% | −319−4.9% | Reduced |
| Atlas Private Wealth Advisors | 6,137 | $230.0K | 0.14% | 00.0% | Unchanged |
| Veriti Management LLC | 6,170 | $231.0K | 0.03% | +283+4.8% | Added |
| Brave Warrior Advisors, LLC | 6,200 | $232.0K | 0.01% | +6,200 | New |
| Jump Financial, LLC | 6,171 | $232.0K | 0.01% | +6,171 | New |
| Signaturefd, LLC | 6,203 | $233.0K | 0.01% | +64+1.0% | Added |
| Laffer Tengler Investments | 6,227 | $233.5K | 0.09% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 6,393 | $240.0K | 0.07% | −128−2.0% | Reduced |
| Balentine LLC | 6,438 | $241.0K | 0.01% | −9,756−60.2% | Reduced |
| FDx Advisors, Inc. | 6,447 | $242.0K | 0.01% | −109−1.7% | Reduced |
| Patten Group, Inc. | 6,045 | $242.0K | 0.08% | +192+3.3% | Added |
| Watershed Asset Management, L.L.C. | 6,504 | $244.0K | 0.32% | +6,504 | New |
| Verity Asset Management, Inc. | 6,530 | $244.9K | 0.25% | +6,530 | New |
| Stratos Wealth Partners, LTD. | 6,534 | $245.0K | 0.01% | −472−6.7% | Reduced |
| Vantage Consulting Group Inc | 6,536 | $245.0K | 0.14% | +456+7.5% | Added |
| Syntax Advisors, LLC | 6,536 | $245.0K | 0.21% | +456+7.5% | Added |
| Atlas Capital Advisors LLC | 6,635 | $248.8K | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 6,661 | $250.0K | 0.03% | +115+1.8% | Added |
| National Bank of Canada | 6,694 | $251.0K | 0.00% | −28−0.4% | Reduced |
| 55I, LLC | 6,716 | $252.0K | 0.01% | +6,716 | New |
| SkyOak Wealth, LLC | 6,723 | $252.0K | 0.09% | +6,723 | New |
| Moody National Bank Trust Division | 6,746 | $253.0K | 0.03% | +440+7.0% | Added |
| Fort Washington Investment Advisors Inc | 6,906 | $259.0K | 0.00% | −343−4.7% | Reduced |
| Anchor Investment Management, LLC | 6,943 | $260.4K | 0.04% | 00.0% | Unchanged |
| Bluestein R H & Co | 7,000 | $263.0K | 0.02% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 7,011 | $263.0K | 0.02% | +571+8.9% | Added |
| Redpoint Investment Management Pty Ltd | 7,066 | $265.0K | 0.04% | −2,583−26.8% | Reduced |
| Huntington National Bank | 7,092 | $266.0K | 0.00% | +4,657+191.3% | Added |
| HM Payson & Co | 7,117 | $267.0K | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 7,247 | $272.0K | 0.00% | −43,113−85.6% | Reduced |
| Crossmark Global Holdings, Inc. | 7,307 | $274.0K | 0.01% | −150−2.0% | Reduced |
| Ossiam | 7,391 | $277.0K | 0.01% | +7,391 | New |
| CIBC World Markets Inc. | 7,523 | $282.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,553 | $283.0K | 0.01% | +842+12.5% | Added |