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 |
|---|---|---|---|---|---|
| Barclays PLC | 586,773 | $26.7M | 0.02% | +134,027+29.6% | Added |
| HSBC Holdings PLC | 602,458 | $27.4M | 0.03% | −93,522−13.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 613,921 | $28.0M | 0.66% | −46,488−7.0% | Reduced |
| Oaktree Capital Management LPSuperinvestorOaktree Capital | 619,000 | $28.2M | 0.31% | 00.0% | Unchanged |
| Royal Bank of Canada | 624,762 | $28.4M | 0.01% | −103,244−14.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 630,623 | $28.7M | 0.47% | −55,906−8.1% | Reduced |
| Federated Hermes, Inc. | 635,952 | $29.0M | 0.08% | −41,686−6.2% | Reduced |
| Great West Life Assurance Co | 644,441 | $29.5M | 0.08% | −82,871−11.4% | Reduced |
| Deutsche Bank AG | 701,827 | $32.0M | 0.02% | −40,767−5.5% | Reduced |
| Citigroup Inc | 709,035 | $32.3M | 0.05% | −181,291−20.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 720,282 | $32.8M | 0.17% | +57,482+8.7% | Added |
| Wells Fargo & Company | 737,145 | $33.6M | 0.01% | −31,593−4.1% | Reduced |
| Allianz Asset Management GmbH | 742,097 | $33.8M | 0.07% | +10,882+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 761,286 | $34.7M | 0.03% | −30,826−3.9% | Reduced |
| Clark Capital Management Group, Inc. | 766,743 | $34.9M | 0.32% | −81,622−9.6% | Reduced |
| Greenbrier Partners Capital Management, LLC | 815,464 | $37.1M | 5.35% | −74,300−8.4% | Reduced |
| Point72 Asset Management, L.P. | 819,000 | $37.3M | 0.14% | +819,000 | New |
| Swedbank AB | 828,143 | $37.7M | 0.08% | −241,285−22.6% | Reduced |
| Russell Investments Group, Ltd. | 847,702 | $38.6M | 0.08% | −75,605−8.2% | Reduced |
| Pictet Asset Management SA | 886,829 | $40.4M | 0.06% | −162,103−15.5% | Reduced |
| Nuveen Asset Management, LLC | 890,179 | $40.5M | 0.02% | +18,179+2.1% | Added |
| Swiss National Bank | 940,900 | $42.8M | 0.03% | −88,822−8.6% | Reduced |
| Citadel Advisors LLC | 963,919 | $43.9M | 0.05% | +955,715+11,649.4% | Added |
| Goldman Sachs Group Inc | 976,284 | $44.5M | 0.01% | −247,773−20.2% | Reduced |
| Premier Fund Managers Ltd | 995,000 | $45.6M | 1.78% | 00.0% | Unchanged |
| Victory Capital Management Inc | 1,269,784 | $57.8M | 0.07% | +99,913+8.5% | Added |
| UBS Asset Management Americas Inc | 1,294,319 | $58.9M | 0.03% | −18,919−1.4% | Reduced |
| Millennium Management LLC | 1,294,887 | $59.0M | 0.07% | +101,503+8.5% | Added |
| Brandywine Global Investment Management, LLC | 1,347,331 | $61.3M | 0.48% | +134,065+11.0% | Added |
| Captrust Financial Advisors | 1,352,196 | $61.6M | 0.31% | +89,411+7.1% | Added |
| Bank of America Corp | 1,737,434 | $79.1M | 0.01% | +25,083+1.5% | Added |
| Legal & General Group Plc | 1,740,933 | $79.3M | 0.03% | −140,569−7.5% | Reduced |
| Janus Henderson Group PLC | 1,848,735 | $84.2M | 0.06% | +705,017+61.6% | Added |
| FMR LLC | 1,958,245 | $89.2M | 0.01% | −919,359−31.9% | Reduced |
| Bank of New York Mellon Corp | 2,102,541 | $95.7M | 0.02% | −178,956−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,325,529 | $105.9M | 0.03% | +55,262+2.4% | Added |
| Northern Trust Corp | 2,796,735 | $127.3M | 0.03% | +68,808+2.5% | Added |
| AQR Capital Management LLC | 2,839,688 | $128.8M | 0.29% | −881,106−23.7% | Reduced |
| Norges Bank | 3,600,509 | $163.9M | 0.04% | +51,179+1.4% | Added |
| Morgan Stanley | 3,745,286 | $170.5M | 0.02% | +585,199+18.5% | Added |
| First Trust Advisors LP | 3,798,650 | $173.0M | 0.21% | −737,080−16.3% | Reduced |
| Ameriprise Financial Inc | 3,914,164 | $178.2M | 0.06% | −92,551−2.3% | Reduced |
| LSV Asset Management | 4,708,256 | $214.4M | 0.47% | −227,100−4.6% | Reduced |
| Invesco Ltd. | 4,899,649 | $223.1M | 0.07% | +1,227,786+33.4% | Added |
| Balyasny Asset Management LLC | 5,232,706 | $238.2M | 0.84% | +3,138,240+149.8% | Added |
| Geode Capital Management, LLC | 5,378,127 | $244.6M | 0.03% | −83,409−1.5% | Reduced |
| Alliancebernstein L.P. | 5,599,596 | $254.9M | 0.11% | −111,695−2.0% | Reduced |
| Greenhaven Associates IncSuperinvestorGreenhaven Associates | 5,623,990 | $256.1M | 4.55% | +318,680+6.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,945,669 | $270.7M | 0.55% | −4,650−0.1% | Reduced |
| Dimensional Fund Advisors LP | 7,118,354 | $324.1M | 0.11% | +451,733+6.8% | Added |
| Putnam Investments LLC | 9,603,310 | $437.2M | 0.76% | +421,474+4.6% | Added |
| State Street Corp | 10,115,120 | $462.2M | 0.03% | −593,302−5.5% | Reduced |
| BlackRock Inc. | 19,859,341 | $904.2M | 0.03% | −1,378,026−6.5% | Reduced |
| Vanguard Group Inc | 26,471,182 | $1.21B | 0.03% | −997,730−3.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 46 | – | – | −372−89.0% | Reduced |
| Johnson & White Wealth Management, LLC | 6,028 | – | – | +6,028 | New |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −169,185−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −168,883−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −164,515−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −71,130−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −42,642−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −35,045−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −34,198−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −33,952−100.0% | Sold out |
| Ulrich Consultants & Investment Group, LLC | 0 | $0 | 0.00% | −32,422−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −27,192−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,799−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −24,035−100.0% | Sold out |
| Khrom Capital Management LLC | 0 | $0 | 0.00% | −21,298−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −20,146−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −20,050−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −17,694−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,915−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −15,646−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,256−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,534−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −12,132−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −11,612−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −11,560−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −9,401−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,236−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −6,723−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −6,530−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −6,447−100.0% | Sold out |
| Brave Warrior Advisors, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −6,036−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,709−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −474−100.0% | Sold out |