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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, Q4 2022

Institutional positions in Pultegroup Inc as of Dec 31, 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
657
+39 vs. Q3 2022
Shares held
204.3M
−783.5K (−0.4%) vs. Q3 2022
Total value
$9.29B
+$1.59B (+20.7%) vs. Q3 2022
New holders
95
205 more added
Sold out
56
268 more reduced

16 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 657 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 heldQ4 2022: $9.29B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2022.

Institutions holding PHM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC5$00.00%+5New
WestEnd Advisors, LLC1$460.00%00.0%Unchanged
Fairfield Financial Advisors, LTD2$860.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC2$910.00%+2New
Evermay Wealth Management LLC5$2280.00%+5New
Raffa Wealth Management, LLC11$5010.00%−39−78.0%Reduced
Private Ocean, LLC12$5470.00%−38−76.0%Reduced
Legend Financial Advisors, Inc.13$5920.00%00.0%Unchanged
North Star Investment Management Corp.16$7280.00%+16New
Versant Capital Management, Inc18$8200.00%00.0%Unchanged
Beacon Capital Management, LLC20$9110.00%00.0%Unchanged
MCF Advisors LLC31$1.41K0.00%00.0%Unchanged
MV Capital Management, Inc.31$1.41K0.00%+3+10.7%Added
Heritage Wealth Management, LLC32$1.46K0.00%+16+100.0%Added
BerganKDV Wealth Management, LLC37$1.69K0.00%−14−27.5%Reduced
Washington Trust Co39$1.78K0.00%+2+5.4%Added
Concord Wealth Partners40$1.82K0.00%+40New
Trifecta Capital Advisors, LLC43$1.96K0.00%+43New
ClariVest Asset Management LLC47$2.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC40$2.00K0.00%00.0%Unchanged
TSFG, LLC48$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC53$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC52$2.00K0.00%+25+92.6%Added
Prestige Wealth Management Group LLC44$2.01K0.00%+9+25.7%Added
Zions Bancorporation, N.A.53$2.41K0.00%−1−1.9%Reduced
West Paces Advisors Inc.53$2.41K0.00%00.0%Unchanged
Red Tortoise LLC54$2.46K0.00%+54New
SJS Investment Consulting Inc.55$2.50K0.00%+21+61.8%Added
Global Wealth Strategies & Associates57$2.60K0.00%+57New
Hollencrest Capital Management60$2.73K0.00%+60New
Disciplined Investments, LLC61$2.78K0.00%+18+41.9%Added
Kayne Anderson Rudnick Investment Management LLC63$2.87K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC64$2.91K0.00%00.0%Unchanged
Lindbrook Capital, LLC65$2.96K0.00%−22−25.3%Reduced
BDO Wealth Advisors, LLC68$3.10K0.00%00.0%Unchanged
Colonial Trust Advisors74$3.37K0.00%+74New
TCI Wealth Advisors, Inc.89$4.05K0.00%+3+3.5%Added
New Millennium Group LLC89$4.05K0.00%00.0%Unchanged
Schubert & Co95$4.33K0.00%+13+15.9%Added
McElhenny Sheffield Capital Management, LLC100$4.54K0.00%+100New
Eagle Bay Advisors LLC105$4.78K0.00%−47−30.9%Reduced
Jones Financial Companies LLLP120$5.00K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$5.14K0.00%+31+37.8%Added
Aspire Private Capital, LLC127$5.78K0.00%00.0%Unchanged
West Oak Capital, LLC125$6.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC126$6.00K0.00%00.0%Unchanged
Grove Bank & Trust130$6.00K0.00%+130New
Bogart Wealth, LLC134$6.10K0.00%+134New
AdvisorNet Financial, Inc137$6.24K0.00%+69+101.5%Added
Bell Investment Advisors, Inc140$6.37K0.00%+87+164.2%Added
Farmers & Merchants Investments Inc153$6.97K0.00%00.0%Unchanged
Westside Investment Management, Inc.167$7.00K0.00%+1+0.6%Added
Earnest Partners LLC157$7.15K0.00%00.0%Unchanged
Financial Management Professionals, Inc.179$8.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC170$8.00K0.00%+1+0.6%Added
Core Alternative Capital185$8.44K0.00%00.0%Unchanged
GWM Advisors LLC1,831$8.45K0.00%+1,831New
Lansing Street Advisors190$8.64K0.01%+1+0.5%Added
Raleigh Capital Management Inc.196$8.93K0.00%+54+38.0%Added
FNY Investment Advisers, LLC200$9.00K0.01%+200New
Community Bank, N.A.210$9.56K0.00%−56−21.1%Reduced
Pinnacle Bancorp, Inc.210$10.0K0.00%00.0%Unchanged
Byrne Asset Management LLC220$10.0K0.01%−30−12.0%Reduced
Lee Financial Co220$10.0K0.00%+185+528.6%Added
My Personal CFO, LLC220$10.0K0.01%+220New
Sutton Wealth Advisors Inc.225$10.2K0.00%−2−0.9%Reduced
Johnson Financial Group, Inc.226$10.3K0.00%−293−56.5%Reduced
Clear Street Markets LLC231$11.0K0.00%+231New
Proequities, Inc.242$11.1K0.00%−32−11.7%Reduced
Harbour Investments, Inc.243$11.1K0.00%−101−29.4%Reduced
TD Waterhouse Canada Inc.265$12.2K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC269$12.2K0.00%+14+5.5%Added
Liberty One Investment Management, LLC275$12.5K0.00%+1+0.4%Added
Whittier Trust Co280$12.7K0.00%−117−29.5%Reduced
Salem Investment Counselors Inc285$13.0K0.00%00.0%Unchanged
Sandy Spring Bank288$13.1K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC290$13.2K0.00%+224+339.4%Added
Parkside Financial Bank & Trust295$13.4K0.00%+18+6.5%Added
BOK Financial Private Wealth, Inc.302$13.8K0.00%00.0%Unchanged
Zullo Investment Group, Inc.307$14.0K0.01%+2+0.7%Added
Strengthening Families & Communities, LLC306$14.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC314$14.3K0.00%+29+10.2%Added
RFP Financial Group LLC335$15.3K0.01%+335New
Hantz Financial Services, Inc.396$18.0K0.00%00.0%Unchanged
Ancora Advisors, LLC400$18.0K0.00%00.0%Unchanged
DT Investment Partners, LLC399$18.2K0.00%00.0%Unchanged
Financial Perspectives, Inc410$18.7K0.01%00.0%Unchanged
Tyler-Stone Wealth Management475$22.0K0.01%00.0%Unchanged
CVA Family Office, LLC565$25.7K0.01%+390+222.9%Added
Coppell Advisory Solutions LLC579$26.4K0.01%+579New
Coppell Advisory Solutions Corp.579$26.4K0.01%+579New
Cary Street Partner Investment Advisory LLC614$28.0K0.00%+614New
FinTrust Capital Advisors, LLC644$29.3K0.01%+138+27.3%Added
St Germain D J Co Inc680$31.0K0.01%+680New
General Partner, Inc.711$32.4K0.03%+711New
Private Trust Co NA755$34.0K0.01%+66+9.6%Added
Tfo-TDC, LLC600$36.8K0.01%+600New
Denali Advisors LLC811$36.9K0.02%+414+104.3%Added
Money Concepts Capital Corp840$38.3K0.00%+327+63.7%Added
Ci Investments Inc.881$40.0K0.00%−1,937−68.7%Reduced