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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.

Q4 2022 vs. Q3 2022

How the institutions holding Pultegroup Inc changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of PHM: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders63416657+39
Shares206.2M1.12M204.3M−783.5K (−0.4%)
Value$7.74B$42.0M$9.29B+$1.59B (+20.7%)

16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (95)

Institutions that held Pultegroup Inc at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to PHM in Q4 2022
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.819,000$37.3M0.14%
GEM Realty Capital509,873$23.2M5.55%
Southpoint Capital Advisors LP400,000$18.2M0.47%
WS Portfolio Advisory, LLC347,003$15.8M4.50%
Moore Capital Management, LP275,218$12.5M0.35%
Woodline Partners LP216,137$9.84M0.14%
CI Private Wealth, LLC136,657$6.22M0.02%
Moran Wealth Management, LLC133,788$6.09M0.23%
Castleark Management LLC129,580$5.90M0.31%
Healthcare of Ontario Pension Plan Trust Fund127,000$5.78M0.03%
Occudo Quantitative Strategies LP78,493$3.57M0.42%
Weiss Multi-Strategy Advisers LLC64,914$2.96M0.08%
Wealth Enhancement Advisory Services, LLC45,287$2.35M0.03%
TCW Group Inc47,182$2.15M0.03%
Walleye Trading LLC42,515$1.94M0.05%
Cipher Capital LP42,343$1.93M0.36%
Marshall Wace, LLP29,000$1.32M0.00%
Renaissance Technologies LLC27,667$1.26M0.00%
AXS Investments LLC25,337$1.15M0.41%
Ontario Teachers Pension Plan Board21,591$983.0K0.01%
True Wealth Design, LLC19,049$867.3K0.40%
Maryland State Retirement & Pension System18,197$828.5K0.02%
Fox Run Management, L.L.C.16,448$748.9K0.30%
FJ Capital Management LLC14,546$662.3K0.08%
Centennial Bank14,206$646.8K0.37%
Argonautica Private Wealth Management, Inc13,802$628.4K0.32%
Allstate Investment Management Co13,060$594.6K0.02%
Belpointe Asset Management LLC12,021$547.3K0.03%
AM Squared Ltd10,900$496.3K0.33%
Aquatic Capital Management LLC10,600$483.0K0.04%
National Wealth Management Group, LLC8,271$376.6K0.45%
CBOE Vest Financial, LLC8,193$373.0K0.06%
Engineers Gate Manager LP8,159$371.5K0.02%
Vestmark Advisory Solutions, Inc.7,968$362.8K0.02%
ISAM Funds (UK) Ltd7,291$332.0K0.99%
Campbell & CO Investment Adviser LLC7,154$325.7K0.08%
Pearl River Capital, LLC6,938$315.9K0.05%
Corton Capital Inc.6,443$293.4K0.24%
Delphia (USA) Inc.6,405$291.6K0.34%
Savant Capital, LLC6,043$275.2K0.01%
River Street Advisors LLC5,948$270.8K0.29%
Beacon Investment Advisory Services, Inc.5,641$256.8K0.01%
Systematic Alpha Investments, LLC5,288$240.8K0.01%
Greenleaf Trust5,224$238.0K0.00%
Financial Counselors Inc5,117$233.0K0.01%
Connectus Wealth, LLC5,000$228.0K0.01%
American Trust4,978$226.6K0.02%
Wetherby Asset Management Inc4,910$223.6K0.01%
Smith, Salley & Associates4,833$220.0K0.02%
Clarkston Capital Partners, LLC4,829$219.9K0.00%
Gateway Investment Advisers LLC4,822$219.6K0.00%
Pinnacle Wealth Planning Services, Inc.4,822$219.5K0.04%
Veritable, L.P.4,768$217.1K0.00%
Meeder Advisory Services, Inc.4,700$214.0K0.03%
Evolution Wealth Advisors, LLC4,500$204.9K0.05%
Peapack Gladstone Financial Corp4,475$204.0K0.00%
Patton Fund Management, Inc.4,458$203.0K0.06%
Picton Mahoney Asset Management3,228$147.0K0.01%
Comerica Securities,inc.3,082$140.8K0.01%
ICA Group Wealth Management, LLC2,855$130.0K0.03%
Itau Unibanco Holding S.A.2,241$102.7K0.00%
Cubist Systematic Strategies, LLC1,881$85.6K0.00%
Colonial Trust Co1,439$65.5K0.02%
Simplex Trading, LLC1,400$63.0K0.00%
U.S. Capital Wealth Advisors, LLC1,332$60.6K0.00%
International Assets Investment Management, LLC22,830$59.9K0.01%
Kempen Capital Management N.V.1,165$53.0K0.00%
Accurate Wealth Management, LLC966$46.8K0.02%
Farther Finance Advisors, LLC1,015$46.2K0.02%
Baker Avenue Asset Management, LP981$44.7K0.00%
Tfo-TDC, LLC600$36.8K0.01%
General Partner, Inc.711$32.4K0.03%
St Germain D J Co Inc680$31.0K0.01%
Cary Street Partner Investment Advisory LLC614$28.0K0.00%
Coppell Advisory Solutions LLC579$26.4K0.01%
Coppell Advisory Solutions Corp.579$26.4K0.01%
RFP Financial Group LLC335$15.3K0.01%
Clear Street Markets LLC231$11.0K0.00%
My Personal CFO, LLC220$10.0K0.01%
FNY Investment Advisers, LLC200$9.00K0.01%
GWM Advisors LLC1,831$8.45K0.00%
Bogart Wealth, LLC134$6.10K0.00%
Grove Bank & Trust130$6.00K0.00%
McElhenny Sheffield Capital Management, LLC100$4.54K0.00%
Colonial Trust Advisors74$3.37K0.00%
Hollencrest Capital Management60$2.73K0.00%
Global Wealth Strategies & Associates57$2.60K0.00%
Red Tortoise LLC54$2.46K0.00%
Trifecta Capital Advisors, LLC43$1.96K0.00%
Concord Wealth Partners40$1.82K0.00%
North Star Investment Management Corp.16$7280.00%
Evermay Wealth Management LLC5$2280.00%
Plante Moran Financial Advisors, LLC2$910.00%
Asset Dedication, LLC5$00.00%
Johnson & White Wealth Management, LLC6,028––

Sold out (56)

Institutions that held Pultegroup Inc at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of PHM in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Bulltick Wealth Management, LLC169,185$6.37M
Natixis168,883$6.35M
Los Angeles Capital Management LLC164,515$6.17M
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group71,130$2.67M
Waterfront Capital Partners, LLC70,000$2.63M
Bridgeway Capital Management, LLC44,100$1.65M
Graham Capital Management, L.P.42,642$1.60M
Rathbone Brothers plc35,045$1.31M
AlphaCrest Capital Management LLC34,198$1.28M
Nwam LLC33,952$1.27M
Ulrich Consultants & Investment Group, LLC32,422$1.22M
Ergoteles LLC27,192$1.02M
Connor, Clark & Lunn Investment Management Ltd.24,799$930.0K
Kennedy Capital Management, Inc.24,035$901.0K
Khrom Capital Management LLC21,298$799.0K
Quantitative Investment Management, LLC20,146$755.0K
Steel Peak Wealth Management LLC20,050$754.0K
Palouse Capital Management, Inc.17,694$664.0K
Virtu Financial LLC15,915$597.0K
Blueshift Asset Management, LLC15,646$587.0K
Quadrature Capital Ltd14,256$535.0K
Seven Eight Capital, LP13,534$508.0K
Knowledge Leaders Capital, LLC12,132$455.0K
Johnson Investment Counsel Inc11,612$435.0K
Personal Cfo Solutions, LLC11,560$433.0K
CWA Asset Management Group, LLC9,401$353.0K
Two Sigma Securities, LLC8,236$309.0K
SkyOak Wealth, LLC6,723$252.0K
Verity Asset Management, Inc.6,530$244.9K
FDx Advisors, Inc.6,447$242.0K
Brave Warrior Advisors, LLC6,200$232.0K
XTX Topco Ltd6,100$229.0K
CIBC Private Wealth Group, LLC6,036$226.0K
RFG Advisory, LLC5,615$219.0K
United Capital Financial Advisers, LLC5,709$214.0K
Interchange Capital Partners, LLC5,540$207.0K
Counterpoint Mutual Funds LLC2,988$112.0K
Altshuler Shaham Ltd2,907$111.0K
Logan Capital Management Inc2,350$88.0K
Forsta Ap-Fonden2,100$79.0K
Axiom Investment Management LLC1,000$38.0K
Crewe Advisors LLC474$18.0K
Retirement Group, LLC400$15.0K
EdgeRock Capital LLC239$9.00K
Blue Bell Private Wealth Management, LLC142$5.00K
Motco100$4.00K
TD Ameritrade Investment Management, LLC106$4.00K
Evoke Wealth, LLC100$4.00K
Wolff Wiese Magana LLC106$4.00K
Stonebridge Capital Advisors LLC55$2.00K
Standard Family Office LLC42$2.00K
Karlinski Andrew C43$2.00K
Cambridge Trust Co22$1.00K
Accel Wealth Management29$1.00K
Howe & Rusling Inc9$0
Whittier Trust Co of Nevada Inc13$0

Not filed for Q4 2022 yet (16)

Institutions that held Pultegroup Inc at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHM in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management531,117$19.9M
Capital Growth Management LP430,000$16.1M
Bowling Portfolio Management LLC75,744$2.84M
Regentatlantic Capital LLC30,065$1.13M
Corient Capital Partners, LLC13,135$521.0K
Redpoint Investment Management Pty Ltd7,066$265.0K
Bluestein R H & Co7,000$263.0K
55I, LLC6,716$252.0K
Maryland Capital Management5,500$206.0K
Liberty Wealth Management LLC5,410$202.0K
Wipfli Financial Advisors LLC,3,624$136.0K
FourThought Financial, LLC3,328$125.0K
American Portfolios Advisors729$27.3K
Pacific Center for Financial Services712$27.0K
Strategic Asset Management, LLC261$10.0K
Covington Capital Management79$3.00K