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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 3,054 | $115.0K | 0.00% | −515−14.4% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $113.0K | 0.05% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,988 | $112.0K | 0.27% | −3,058−50.6% | Reduced |
| Altshuler Shaham Ltd | 2,907 | $111.0K | 0.00% | −336−10.4% | Reduced |
| Ci Investments Inc. | 2,818 | $106.0K | 0.00% | −57−2.0% | Reduced |
| Global Retirement Partners, LLC | 2,631 | $105.0K | 0.01% | +386+17.2% | 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 |
| Parallel Advisors, LLC | 2,614 | $98.0K | 0.00% | +1,314+101.1% | Added |
| Wahed Invest LLC | 2,580 | $97.0K | 0.06% | +52+2.1% | Added |
| Allworth Financial LP | 2,395 | $90.0K | 0.00% | +1,776+286.9% | Added |
| 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 |
| Glassman Wealth Services | 2,213 | $83.0K | 0.02% | −9−0.4% | Reduced |
| CWM, LLC | 2,165 | $81.0K | 0.00% | −142−6.2% | Reduced |
| Forsta Ap-Fonden | 2,100 | $79.0K | 0.00% | +2,100 | New |
| Harbor Capital Advisors, Inc. | 2,066 | $77.0K | 0.07% | −1,546−42.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,757 | $66.0K | 0.02% | −216−10.9% | Reduced |
| Archer Investment Corp | 1,710 | $64.1K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,714 | $64.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,600 | $60.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,504 | $56.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,435 | $54.0K | 0.02% | −36−2.4% | Reduced |
| Spire Wealth Management | 1,396 | $52.0K | 0.00% | −204−12.8% | Reduced |
| Quadrant Capital Group LLC | 1,267 | $48.0K | 0.01% | −392−23.6% | Reduced |
| Aua Capital Management, LLC | 1,250 | $47.0K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,201 | $45.0K | 0.00% | −9−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,091 | $41.0K | 0.00% | −951−46.6% | Reduced |
| Castleview Partners, LLC | 1,102 | $41.0K | 0.04% | +1,098+27,450.0% | Added |
| Axiom Investment Management LLC | 1,000 | $38.0K | 0.08% | +1,000 | New |
| Smithfield Trust Co | 1,005 | $37.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 925 | $35.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 907 | $34.0K | 0.00% | −175−16.2% | Reduced |
| Seldon Capital LP | 887 | $33.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 729 | $27.3K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 712 | $27.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 689 | $26.0K | 0.00% | −33−4.6% | Reduced |
| 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 |
| Money Concepts Capital Corp | 513 | $19.0K | 0.00% | +2+0.4% | Added |
| Tyler-Stone Wealth Management | 475 | $18.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 474 | $18.0K | 0.00% | +474 | New |
| Financial Perspectives, Inc | 410 | $15.4K | 0.01% | 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 |
| Harbour Investments, Inc. | 344 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| TD Waterhouse Canada Inc. | 265 | $10.4K | 0.00% | −164−38.2% | Reduced |
| 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 |
| Byrne Asset Management LLC | 250 | $9.00K | 0.01% | −30−10.7% | Reduced |
| EdgeRock Capital LLC | 239 | $9.00K | 0.01% | +239 | New |
| Sutton Wealth Advisors Inc. | 227 | $8.51K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |