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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 6,043 | $275.2K | 0.01% | +6,043 | New |
| Schechter Investment Advisors, LLC | 6,104 | $277.9K | 0.03% | −53−0.9% | Reduced |
| Atlas Private Wealth Advisors | 6,137 | $279.4K | 0.15% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,169 | $281.0K | 0.03% | −9,198−59.9% | Reduced |
| Stratos Wealth Partners, LTD. | 6,247 | $284.4K | 0.01% | −287−4.4% | Reduced |
| Tocqueville Asset Management L.P. | 6,260 | $285.0K | 0.01% | −5,127−45.0% | Reduced |
| Paragon Capital Management Ltd | 6,393 | $291.1K | 0.08% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 6,405 | $291.6K | 0.34% | +6,405 | New |
| Veriti Management LLC | 6,419 | $292.3K | 0.04% | +249+4.0% | Added |
| Corton Capital Inc. | 6,443 | $293.4K | 0.24% | +6,443 | New |
| Atlas Capital Advisors LLC | 6,635 | $302.1K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,715 | $304.0K | 0.01% | −47,554−84.5% | Reduced |
| Moody National Bank Trust Division | 6,746 | $308.0K | 0.03% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 6,938 | $315.9K | 0.05% | +6,938 | New |
| Anchor Investment Management, LLC | 6,943 | $316.1K | 0.05% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6,974 | $317.5K | 0.05% | +1,650+31.0% | Added |
| GW Henssler & Associates Ltd | 7,011 | $319.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 7,140 | $325.1K | 0.01% | −1,459−17.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,154 | $325.7K | 0.08% | +7,154 | New |
| HM Payson & Co | 7,183 | $327.0K | 0.01% | +66+0.9% | Added |
| CoreCap Advisors, LLC | 7,207 | $328.1K | 0.02% | −1,796−19.9% | Reduced |
| Boston Private Wealth LLC | 7,257 | $330.4K | 0.00% | +1,176+19.3% | Added |
| ISAM Funds (UK) Ltd | 7,291 | $332.0K | 0.99% | +7,291 | New |
| Ieq Capital, LLC | 7,403 | $337.1K | 0.01% | −5,089−40.7% | Reduced |
| CIBC World Markets Inc. | 7,462 | $340.0K | 0.00% | −61−0.8% | Reduced |
| Csenge Advisory Group | 7,615 | $346.7K | 0.03% | −1,389−15.4% | Reduced |
| Pitcairn Co | 7,630 | $347.4K | 0.03% | −1,419−15.7% | Reduced |
| Cascade Investment Advisors, Inc. | 7,760 | $353.3K | 0.29% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,903 | $359.8K | 0.04% | −66−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,968 | $362.8K | 0.02% | +7,968 | New |
| CSS LLC | 8,000 | $364.2K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 8,047 | $366.4K | 0.00% | −40−0.5% | Reduced |
| Horizon Investments, LLC | 8,096 | $369.0K | 0.01% | −1,638−16.8% | Reduced |
| Engineers Gate Manager LP | 8,159 | $371.5K | 0.02% | +8,159 | New |
| CBOE Vest Financial, LLC | 8,193 | $373.0K | 0.06% | +8,193 | New |
| National Wealth Management Group, LLC | 8,271 | $376.6K | 0.45% | +8,271 | New |
| Virginia Retirement Systems Et Al | 8,300 | $377.9K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,296 | $378.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,423 | $383.0K | 0.00% | −309,064−97.3% | Reduced |
| Kestra Private Wealth Services, LLC | 8,483 | $386.2K | 0.02% | +2,520+42.3% | Added |
| Monticello Wealth Management, LLC | 8,600 | $391.6K | 0.04% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,726 | $397.0K | 0.01% | +1,419+19.4% | Added |
| Intact Investment Management Inc. | 8,800 | $400.7K | 0.02% | −2,400−21.4% | Reduced |
| Laffer Tengler Investments | 8,822 | $401.7K | 0.12% | +2,595+41.7% | Added |
| South Dakota Investment Council | 8,831 | $402.0K | 0.01% | −140,102−94.1% | Reduced |
| Regal Investment Advisors LLC | 8,902 | $405.3K | 0.04% | +2,241+33.6% | Added |
| DuPont Capital Management Corp | 8,912 | $405.8K | 0.02% | +599+7.2% | Added |
| Clarius Group, LLC | 9,003 | $410.0K | 0.04% | −73−0.8% | Reduced |
| Pinebridge Investments, L.P. | 9,016 | $410.5K | 0.00% | +1,242+16.0% | Added |
| PGGM Investments | 9,058 | $412.0K | 0.01% | −12,872−58.7% | Reduced |
| Yorktown Management & Research Co Inc | 9,100 | $414.3K | 0.51% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 9,172 | $417.6K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 13,054 | $418.1K | 0.01% | +3,911+42.8% | Added |
| Eqis Capital Management, Inc. | 9,295 | $423.2K | 0.05% | +114+1.2% | Added |
| Balentine LLC | 9,607 | $437.4K | 0.02% | +3,169+49.2% | Added |
| Thrivent Financial for Lutherans | 9,757 | $444.0K | 0.00% | −117−1.2% | Reduced |
| Bridgewater Associates, LP | 9,761 | $444.4K | 0.00% | −25,604−72.4% | Reduced |
| Raymond James Trust N.A. | 9,817 | $447.0K | 0.02% | −364−3.6% | Reduced |
| M&G Investment Management Ltd | 9,804 | $451.0K | 0.00% | −1,760−15.2% | Reduced |
| Lingohr & Partner Asset Management GmbH | 9,954 | $453.0K | 1.27% | 00.0% | Unchanged |
| Washington Capital Management Inc | 10,000 | $455.3K | 0.42% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $455.3K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 10,058 | $457.9K | 0.04% | +1,510+17.7% | Added |
| Advisors Asset Management, Inc. | 10,105 | $460.1K | 0.01% | +2,552+33.8% | Added |
| United Services Automobile Association | 10,341 | $471.0K | 0.01% | −820−7.3% | Reduced |
| Umb Bank N A | 10,361 | $472.0K | 0.01% | −72−0.7% | Reduced |
| Unison Advisors LLC | 10,338 | $472.3K | 0.06% | +28+0.3% | Added |
| Beacon Pointe Advisors, LLC | 10,444 | $475.5K | 0.01% | −344−3.2% | Reduced |
| E. Ohman J:or Asset Management AB | 10,500 | $478.1K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 10,549 | $482.1K | 0.01% | +424+4.2% | Added |
| Institute for Wealth Management, LLC. | 10,589 | $482.1K | 0.10% | −200−1.9% | Reduced |
| Aquatic Capital Management LLC | 10,600 | $483.0K | 0.04% | +10,600 | New |
| Wedge Capital Management L L P | 10,666 | $486.0K | 0.01% | +652+6.5% | Added |
| Pinnacle Associates Ltd | 10,766 | $490.2K | 0.01% | −1,298−10.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,777 | $491.0K | 0.03% | −2,599−19.4% | Reduced |
| New Mexico Educational Retirement Board | 10,838 | $493.0K | 0.03% | −1,300−10.7% | Reduced |
| AM Squared Ltd | 10,900 | $496.3K | 0.33% | +10,900 | New |
| Advisor Partners II, LLC | 11,014 | $501.5K | 0.03% | +2,642+31.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,500 | $523.6K | 0.06% | 00.0% | Unchanged |
| Cerity Partners LLC | 11,647 | $530.0K | 0.00% | +6,083+109.3% | Added |
| Telemus Capital, LLC | 10,985 | $530.7K | 0.05% | −150−1.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 11,735 | $534.0K | 0.01% | −38,298−76.5% | Reduced |
| III Capital Management | 11,845 | $539.0K | 0.07% | +2,369+25.0% | Added |
| Lakeview Capital Partners, LLC | 10,492 | $545.5K | 0.17% | −384−3.5% | Reduced |
| Belpointe Asset Management LLC | 12,021 | $547.3K | 0.03% | +12,021 | New |
| Norinchukin Bank, The | 12,065 | $549.3K | 0.01% | −1,676−12.2% | Reduced |
| Pendal Group Limited | 12,253 | $557.9K | 0.00% | −18,806−60.5% | Reduced |
| Baird Financial Group, Inc. | 12,442 | $566.0K | 0.00% | −673−5.1% | Reduced |
| SG Americas Securities, LLC | 12,703 | $578.0K | 0.01% | +4,977+64.4% | Added |
| Inlet Private Wealth, LLC | 12,800 | $582.8K | 0.15% | −36,913−74.3% | Reduced |
| MAI Capital Management | 12,909 | $587.7K | 0.01% | +2,013+18.5% | Added |
| US Bancorp | 12,972 | $590.6K | 0.00% | −689−5.0% | Reduced |
| Allstate Corp | 13,060 | $594.6K | 0.02% | +232+1.8% | Added |
| Allstate Investment Management Co | 13,060 | $594.6K | 0.02% | +13,060 | New |
| Verdence Capital Advisors LLC | 13,117 | $597.2K | 0.07% | +334+2.6% | Added |
| Metropolitan Life Insurance Co | 13,176 | $599.9K | 0.03% | −604−4.4% | Reduced |
| Hancock Whitney Corp | 13,352 | $608.0K | 0.02% | −193,145−93.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,802 | $628.4K | 0.32% | +13,802 | New |
| Advisory Services Network, LLC | 13,808 | $628.7K | 0.02% | +328+2.4% | Added |
| Kestra Advisory Services, LLC | 13,848 | $630.5K | 0.01% | +5,082+58.0% | Added |