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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, 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.

Institutional holdersQ3 2022: 634 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 heldQ3 2022: $7.74B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2022.

Institutions holding PHM in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pathstone Family Office, LLC9,143$343.9K0.01%+569+6.6%Added
Yorktown Management & Research Co Inc9,100$341.0K0.44%00.0%Unchanged
Clarius Group, LLC9,076$340.0K0.03%+650+7.7%Added
CoreCap Advisors, LLC9,003$338.0K0.03%−1,566−14.8%Reduced
Csenge Advisory Group9,004$338.0K0.03%−25−0.3%Reduced
BI Asset Management Fondsmaeglerselskab A/S8,867$333.0K0.02%+8,867New
Meeder Asset Management Inc8,889$332.0K0.02%−543−5.8%Reduced
One Wealth Advisors, LLC8,860$332.0K0.11%+178+2.1%Added
Kestra Advisory Services, LLC8,766$329.0K0.00%−3,112−26.2%Reduced
Cetera Investment Advisers8,722$327.0K0.01%−767−8.1%Reduced
Northwestern Mutual Investment Management Company, LLC8,599$322.0K0.01%−898−9.5%Reduced
Monticello Wealth Management, LLC8,600$322.0K0.04%00.0%Unchanged
Centiva Capital, LP8,548$321.0K0.02%+8,548New
Advisor Partners II, LLC8,372$314.0K0.02%+8,372New
DuPont Capital Management Corp8,313$312.0K0.02%−4,012−32.6%Reduced
Virginia Retirement Systems Et Al8,300$311.3K0.00%+8,300New
Kentucky Retirement Systems Insurance Trust Fund8,296$311.0K0.03%+177+2.2%Added
Cutler Group LP8,270$310.0K0.04%−2,310−21.8%Reduced
Cascade Investment Advisors, Inc.7,760$310.0K0.27%+7,760New
Two Sigma Securities, LLC8,236$309.0K0.04%−1,221−12.9%Reduced
Citadel Advisors LLC8,204$308.0K0.00%−265,196−97.0%Reduced
Larson Financial Group LLC8,138$305.0K0.04%+7,185+753.9%Added
Alps Advisors Inc8,087$303.0K0.00%+618+8.3%Added
Group One Trading, L.P.8,044$302.0K0.01%+8,044New
CSS LLC8,000$300.0K0.02%00.0%Unchanged
Transcend Wealth Collective, LLC7,969$299.0K0.03%+53+0.7%Added
Cetera Advisor Networks LLC7,912$297.0K0.00%−4,307−35.2%Reduced
Boothbay Fund Management, LLC7,800$293.0K0.01%+7,800New
Pinebridge Investments, L.P.7,774$292.0K0.00%00.0%Unchanged
SG Americas Securities, LLC7,726$290.0K0.00%−21,599−73.7%Reduced
Steward Partners Investment Advisory, LLC7,596$285.0K0.01%+222+3.0%Added
Advisors Asset Management, Inc.7,553$283.0K0.01%+842+12.5%Added
CIBC World Markets Inc.7,523$282.0K0.00%00.0%Unchanged
Ossiam7,391$277.0K0.01%+7,391New
Crossmark Global Holdings, Inc.7,307$274.0K0.01%−150−2.0%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,247$272.0K0.00%−43,113−85.6%Reduced
HM Payson & Co7,117$267.0K0.01%00.0%Unchanged
Huntington National Bank7,092$266.0K0.00%+4,657+191.3%Added
Redpoint Investment Management Pty Ltd7,066$265.0K0.04%−2,583−26.8%Reduced
Bluestein R H & Co7,000$263.0K0.02%00.0%Unchanged
GW Henssler & Associates Ltd7,011$263.0K0.02%+571+8.9%Added
Anchor Investment Management, LLC6,943$260.4K0.04%00.0%Unchanged
Fort Washington Investment Advisors Inc6,906$259.0K0.00%−343−4.7%Reduced
Moody National Bank Trust Division6,746$253.0K0.03%+440+7.0%Added
55I, LLC6,716$252.0K0.01%+6,716New
SkyOak Wealth, LLC6,723$252.0K0.09%+6,723New
National Bank of Canada6,694$251.0K0.00%−28−0.4%Reduced
Regal Investment Advisors LLC6,661$250.0K0.03%+115+1.8%Added
Atlas Capital Advisors LLC6,635$248.8K0.05%00.0%Unchanged
Stratos Wealth Partners, LTD.6,534$245.0K0.01%−472−6.7%Reduced
Vantage Consulting Group Inc6,536$245.0K0.14%+456+7.5%Added
Syntax Advisors, LLC6,536$245.0K0.21%+456+7.5%Added
Verity Asset Management, Inc.6,530$244.9K0.25%+6,530New
Watershed Asset Management, L.L.C.6,504$244.0K0.32%+6,504New
FDx Advisors, Inc.6,447$242.0K0.01%−109−1.7%Reduced
Patten Group, Inc.6,045$242.0K0.08%+192+3.3%Added
Balentine LLC6,438$241.0K0.01%−9,756−60.2%Reduced
Paragon Capital Management Ltd6,393$240.0K0.07%−128−2.0%Reduced
Laffer Tengler Investments6,227$233.5K0.09%00.0%Unchanged
Signaturefd, LLC6,203$233.0K0.01%+64+1.0%Added
Brave Warrior Advisors, LLC6,200$232.0K0.01%+6,200New
Jump Financial, LLC6,171$232.0K0.01%+6,171New
Veriti Management LLC6,170$231.0K0.03%+283+4.8%Added
Schechter Investment Advisors, LLC6,157$230.0K0.02%−319−4.9%Reduced
Atlas Private Wealth Advisors6,137$230.0K0.14%00.0%Unchanged
AIA Group Ltd6,094$229.0K0.01%−3,755−38.1%Reduced
AE Wealth Management LLC6,109$229.0K0.00%−554−8.3%Reduced
XTX Topco Ltd6,100$229.0K0.06%+6,100New
Boston Private Wealth LLC6,081$228.0K0.00%−200−3.2%Reduced
CIBC Private Wealth Group, LLC6,036$226.0K0.00%00.0%Unchanged
Kestra Private Wealth Services, LLC5,963$224.0K0.01%−4−0.1%Reduced
RFG Advisory, LLC5,615$219.0K0.01%−3,200−36.3%Reduced
United Capital Financial Advisers, LLC5,709$214.0K0.00%−98,101−94.5%Reduced
Equitable Trust Co5,712$214.0K0.02%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.5,574$209.0K0.00%−160−2.8%Reduced
Cerity Partners LLC5,564$209.0K0.00%+357+6.9%Added
Schwartz Investment Counsel Inc5,550$208.0K0.01%−1,248−18.4%Reduced
Interchange Capital Partners, LLC5,540$207.0K0.23%−195−3.4%Reduced
Maryland Capital Management5,500$206.0K0.02%00.0%Unchanged
Keebeck Wealth Management, LLC5,420$204.0K0.04%00.0%Unchanged
Patron Partners Advisors, LLC5,400$203.0K0.17%00.0%Unchanged
Liberty Wealth Management LLC5,410$202.0K0.05%+21+0.4%Added
Rothschild Investment Corp5,350$201.0K0.02%−150−2.7%Reduced
Creative Financial Designs Inc5,324$200.0K0.03%+172+3.3%Added
Optimum Investment Advisors5,100$191.0K0.10%00.0%Unchanged
Cullen/Frost Bankers, Inc.4,646$174.0K0.00%−124−2.6%Reduced
Assetmark, Inc4,266$160.0K0.00%−91−2.1%Reduced
Power Corp of Canada4,143$155.0K0.02%+4,143New
Glen Eagle Advisors, LLC4,130$154.9K0.04%−500−10.8%Reduced
Central Trust Co4,110$154.0K0.01%00.0%Unchanged
Wipfli Financial Advisors LLC,3,624$136.0K0.01%+3,624New
First National Bank of South Miami3,612$135.0K0.10%+1,108+44.2%Added
Ellevest, Inc.3,486$131.0K0.01%−868−19.9%Reduced
Bessemer Group Inc3,416$128.0K0.00%−967−22.1%Reduced
Capital Analysts, LLC3,357$126.0K0.01%+677+25.3%Added
FourThought Financial, LLC3,328$125.0K0.02%−1,016−23.4%Reduced
Brown Brothers Harriman & Co3,268$123.0K0.00%+78+2.4%Added
Ronald Blue Trust, Inc.3,051$121.0K0.00%+407+15.4%Added
Providence Capital Advisors, LLC3,187$120.0K0.04%00.0%Unchanged
Ameritas Investment Partners, Inc.3,172$118.0K0.01%00.0%Unchanged