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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smithfield Trust Co | 875 | $40.0K | 0.00% | −130−12.9% | Reduced |
| Seldon Capital LP | 887 | $40.4K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 925 | $42.1K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 969 | $44.0K | 0.00% | +62+6.8% | Added |
| Deseret Mutual Benefit Administrators | 976 | $44.4K | 0.02% | −781−44.5% | Reduced |
| Baker Avenue Asset Management, LP | 981 | $44.7K | 0.00% | +981 | New |
| Gradient Investments LLC | 1,000 | $45.5K | 0.00% | −504−33.5% | Reduced |
| Farther Finance Advisors, LLC | 1,015 | $46.2K | 0.02% | +1,015 | New |
| Accurate Wealth Management, LLC | 966 | $46.8K | 0.02% | +966 | New |
| Castleview Partners, LLC | 1,102 | $50.2K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 1,121 | $51.0K | 0.00% | −1,274−53.2% | Reduced |
| Kempen Capital Management N.V. | 1,165 | $53.0K | 0.00% | +1,165 | New |
| PSI Advisors, LLC | 1,200 | $54.6K | 0.03% | −400−25.0% | Reduced |
| Aua Capital Management, LLC | 1,250 | $56.9K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,830 | $59.9K | 0.01% | +22,830 | New |
| Hexagon Capital Partners LLC | 1,331 | $60.6K | 0.02% | −104−7.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,332 | $60.6K | 0.00% | +1,332 | New |
| Simplex Trading, LLC | 1,400 | $63.0K | 0.00% | +1,400 | New |
| Quadrant Capital Group LLC | 1,385 | $63.1K | 0.01% | +118+9.3% | Added |
| TD Private Client Wealth LLC | 1,431 | $65.2K | 0.00% | +230+19.2% | Added |
| Colonial Trust Co | 1,439 | $65.5K | 0.02% | +1,439 | New |
| Spire Wealth Management | 1,479 | $67.0K | 0.00% | +83+5.9% | Added |
| Sentry Investment Management LLC | 1,600 | $73.0K | 0.03% | −1,147−41.8% | Reduced |
| Archer Investment Corp | 1,710 | $77.9K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,714 | $78.0K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,874 | $85.3K | 0.08% | −192−9.3% | Reduced |
| Cubist Systematic Strategies, LLC | 1,881 | $85.6K | 0.00% | +1,881 | New |
| Glassman Wealth Services | 2,196 | $100.0K | 0.02% | −17−0.8% | Reduced |
| Itau Unibanco Holding S.A. | 2,241 | $102.7K | 0.00% | +2,241 | New |
| Manchester Capital Management LLC | 2,350 | $107.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,365 | $107.7K | 0.02% | +31+1.3% | Added |
| CWM, LLC | 2,433 | $111.0K | 0.00% | +268+12.4% | Added |
| Northwestern Mutual Wealth Management Co | 2,523 | $114.9K | 0.00% | +190+8.1% | Added |
| Providence Capital Advisors, LLC | 2,612 | $119.3K | 0.03% | −575−18.0% | Reduced |
| Global Retirement Partners, LLC | 2,635 | $120.0K | 0.01% | +4+0.2% | Added |
| Capital Analysts, LLC | 2,681 | $122.0K | 0.01% | −676−20.1% | Reduced |
| First Horizon Advisors, Inc. | 2,786 | $126.8K | 0.00% | +36+1.3% | Added |
| ICA Group Wealth Management, LLC | 2,855 | $130.0K | 0.03% | +2,855 | New |
| Wahed Invest LLC | 2,936 | $133.7K | 0.07% | +356+13.8% | Added |
| Bessemer Group Inc | 2,976 | $135.0K | 0.00% | −440−12.9% | Reduced |
| Fifth Third Bancorp | 3,047 | $138.7K | 0.00% | −7−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 2,750 | $140.4K | 0.01% | −422−13.3% | Reduced |
| Comerica Securities,inc. | 3,082 | $140.8K | 0.01% | +3,082 | New |
| Parallel Advisors, LLC | 3,097 | $141.0K | 0.01% | +483+18.5% | Added |
| Ellevest, Inc. | 3,124 | $142.2K | 0.01% | −362−10.4% | Reduced |
| Brown Brothers Harriman & Co | 3,129 | $142.5K | 0.00% | −139−4.3% | Reduced |
| Picton Mahoney Asset Management | 3,228 | $147.0K | 0.01% | +3,228 | New |
| Ossiam | 3,248 | $147.9K | 0.00% | −4,143−56.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,449 | $157.0K | 0.00% | −1,197−25.8% | Reduced |
| Westwood Holdings Group Inc. | 3,466 | $158.0K | 0.00% | −15,761−82.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,254 | $160.0K | 0.00% | +1,203+39.4% | Added |
| Cutler Group LP | 3,560 | $162.0K | 0.02% | −4,710−57.0% | Reduced |
| AIA Group Ltd | 3,642 | $165.8K | 0.01% | −2,452−40.2% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $170.7K | 0.10% | 00.0% | Unchanged |
| Optimum Investment Advisors | 3,900 | $177.6K | 0.10% | −1,200−23.5% | Reduced |
| Covestor Ltd | 3,913 | $178.0K | 0.15% | +1,180+43.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,020 | $183.0K | 0.00% | +2,929+268.5% | Added |
| Central Trust Co | 4,110 | $187.1K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 4,143 | $188.6K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,171 | $189.9K | 0.05% | +41+1.0% | Added |
| First National Bank of South Miami | 4,241 | $193.0K | 0.14% | +629+17.4% | Added |
| Patton Fund Management, Inc. | 4,458 | $203.0K | 0.06% | +4,458 | New |
| Peapack Gladstone Financial Corp | 4,475 | $204.0K | 0.00% | +4,475 | New |
| Assetmark, Inc | 4,483 | $204.1K | 0.00% | +217+5.1% | Added |
| Evolution Wealth Advisors, LLC | 4,500 | $204.9K | 0.05% | +4,500 | New |
| AE Wealth Management LLC | 4,590 | $209.0K | 0.00% | −1,519−24.9% | Reduced |
| Tower Research Capital LLC (TRC) | 4,670 | $213.0K | 0.01% | −24,002−83.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,700 | $214.0K | 0.03% | +4,700 | New |
| Banque Cantonale Vaudoise | 4,712 | $215.0K | 0.01% | −15,481−76.7% | Reduced |
| Equitable Trust Co | 4,738 | $215.7K | 0.02% | −974−17.1% | Reduced |
| Veritable, L.P. | 4,768 | $217.1K | 0.00% | +4,768 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,822 | $219.5K | 0.04% | +4,822 | New |
| Gateway Investment Advisers LLC | 4,822 | $219.6K | 0.00% | +4,822 | New |
| Clarkston Capital Partners, LLC | 4,829 | $219.9K | 0.00% | +4,829 | New |
| Smith, Salley & Associates | 4,833 | $220.0K | 0.02% | +4,833 | New |
| Huntington National Bank | 4,835 | $220.1K | 0.00% | −2,257−31.8% | Reduced |
| Boothbay Fund Management, LLC | 4,869 | $221.7K | 0.01% | −2,931−37.6% | Reduced |
| Group One Trading, L.P. | 4,909 | $223.5K | 0.01% | −3,135−39.0% | Reduced |
| Wetherby Asset Management Inc | 4,910 | $223.6K | 0.01% | +4,910 | New |
| American Trust | 4,978 | $226.6K | 0.02% | +4,978 | New |
| Connectus Wealth, LLC | 5,000 | $228.0K | 0.01% | +5,000 | New |
| Steward Partners Investment Advisory, LLC | 5,043 | $229.6K | 0.00% | −2,553−33.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,062 | $230.0K | 0.00% | −512−9.2% | Reduced |
| Financial Counselors Inc | 5,117 | $233.0K | 0.01% | +5,117 | New |
| Patten Group, Inc. | 5,226 | $237.9K | 0.07% | −819−13.5% | Reduced |
| Greenleaf Trust | 5,224 | $238.0K | 0.00% | +5,224 | New |
| Systematic Alpha Investments, LLC | 5,288 | $240.8K | 0.01% | +5,288 | New |
| Fort Washington Investment Advisors Inc | 5,296 | $241.0K | 0.00% | −1,610−23.3% | Reduced |
| Signaturefd, LLC | 5,323 | $242.4K | 0.01% | −880−14.2% | Reduced |
| Rothschild Investment Corp | 5,355 | $244.0K | 0.02% | +5+0.1% | Added |
| Patron Partners Advisors, LLC | 5,400 | $245.9K | 0.18% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $245.9K | 0.00% | −4,268−44.1% | Reduced |
| Keebeck Wealth Management, LLC | 5,434 | $248.3K | 0.04% | +14+0.3% | Added |
| Schwartz Investment Counsel Inc | 5,550 | $252.7K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,641 | $256.8K | 0.01% | +5,641 | New |
| Watershed Asset Management, L.L.C. | 5,671 | $258.2K | 0.33% | −833−12.8% | Reduced |
| One Wealth Advisors, LLC | 5,697 | $259.4K | 0.06% | −3,163−35.7% | Reduced |
| Vantage Consulting Group Inc | 5,840 | $265.9K | 0.16% | −696−10.6% | Reduced |
| Syntax Advisors, LLC | 5,840 | $265.9K | 0.22% | −696−10.6% | Reduced |
| River Street Advisors LLC | 5,948 | $270.8K | 0.29% | +5,948 | New |