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 |
|---|---|---|---|---|---|
| Eqis Capital Management, Inc. | 9,295 | $423.2K | 0.05% | +114+1.2% | Added |
| Pathstone Family Office, LLC | 13,054 | $418.1K | 0.01% | +3,911+42.8% | Added |
| Bradley Foster & Sargent Inc | 9,172 | $417.6K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,100 | $414.3K | 0.51% | 00.0% | Unchanged |
| PGGM Investments | 9,058 | $412.0K | 0.01% | −12,872−58.7% | Reduced |
| Pinebridge Investments, L.P. | 9,016 | $410.5K | 0.00% | +1,242+16.0% | Added |
| Clarius Group, LLC | 9,003 | $410.0K | 0.04% | −73−0.8% | Reduced |
| DuPont Capital Management Corp | 8,912 | $405.8K | 0.02% | +599+7.2% | Added |
| Regal Investment Advisors LLC | 8,902 | $405.3K | 0.04% | +2,241+33.6% | Added |
| South Dakota Investment Council | 8,831 | $402.0K | 0.01% | −140,102−94.1% | Reduced |
| Laffer Tengler Investments | 8,822 | $401.7K | 0.12% | +2,595+41.7% | Added |
| Intact Investment Management Inc. | 8,800 | $400.7K | 0.02% | −2,400−21.4% | Reduced |
| Crossmark Global Holdings, Inc. | 8,726 | $397.0K | 0.01% | +1,419+19.4% | Added |
| Monticello Wealth Management, LLC | 8,600 | $391.6K | 0.04% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 8,483 | $386.2K | 0.02% | +2,520+42.3% | Added |
| Lazard Asset Management LLC | 8,423 | $383.0K | 0.00% | −309,064−97.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,296 | $378.0K | 0.03% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 8,300 | $377.9K | 0.00% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 8,271 | $376.6K | 0.45% | +8,271 | New |
| CBOE Vest Financial, LLC | 8,193 | $373.0K | 0.06% | +8,193 | New |
| Engineers Gate Manager LP | 8,159 | $371.5K | 0.02% | +8,159 | New |
| Horizon Investments, LLC | 8,096 | $369.0K | 0.01% | −1,638−16.8% | Reduced |
| Alps Advisors Inc | 8,047 | $366.4K | 0.00% | −40−0.5% | Reduced |
| CSS LLC | 8,000 | $364.2K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 7,968 | $362.8K | 0.02% | +7,968 | New |
| Transcend Wealth Collective, LLC | 7,903 | $359.8K | 0.04% | −66−0.8% | Reduced |
| Cascade Investment Advisors, Inc. | 7,760 | $353.3K | 0.29% | 00.0% | Unchanged |
| Pitcairn Co | 7,630 | $347.4K | 0.03% | −1,419−15.7% | Reduced |
| Csenge Advisory Group | 7,615 | $346.7K | 0.03% | −1,389−15.4% | Reduced |
| CIBC World Markets Inc. | 7,462 | $340.0K | 0.00% | −61−0.8% | Reduced |
| Ieq Capital, LLC | 7,403 | $337.1K | 0.01% | −5,089−40.7% | Reduced |
| ISAM Funds (UK) Ltd | 7,291 | $332.0K | 0.99% | +7,291 | New |
| Boston Private Wealth LLC | 7,257 | $330.4K | 0.00% | +1,176+19.3% | Added |
| CoreCap Advisors, LLC | 7,207 | $328.1K | 0.02% | −1,796−19.9% | Reduced |
| HM Payson & Co | 7,183 | $327.0K | 0.01% | +66+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 7,154 | $325.7K | 0.08% | +7,154 | New |
| Northwestern Mutual Investment Management Company, LLC | 7,140 | $325.1K | 0.01% | −1,459−17.0% | Reduced |
| GW Henssler & Associates Ltd | 7,011 | $319.2K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6,974 | $317.5K | 0.05% | +1,650+31.0% | Added |
| Anchor Investment Management, LLC | 6,943 | $316.1K | 0.05% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 6,938 | $315.9K | 0.05% | +6,938 | New |
| Moody National Bank Trust Division | 6,746 | $308.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,715 | $304.0K | 0.01% | −47,554−84.5% | Reduced |
| Atlas Capital Advisors LLC | 6,635 | $302.1K | 0.05% | 00.0% | Unchanged |
| Corton Capital Inc. | 6,443 | $293.4K | 0.24% | +6,443 | New |
| Veriti Management LLC | 6,419 | $292.3K | 0.04% | +249+4.0% | Added |
| Delphia (USA) Inc. | 6,405 | $291.6K | 0.34% | +6,405 | New |
| Paragon Capital Management Ltd | 6,393 | $291.1K | 0.08% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 6,260 | $285.0K | 0.01% | −5,127−45.0% | Reduced |
| Stratos Wealth Partners, LTD. | 6,247 | $284.4K | 0.01% | −287−4.4% | Reduced |
| Gsa Capital Partners LLP | 6,169 | $281.0K | 0.03% | −9,198−59.9% | Reduced |
| Atlas Private Wealth Advisors | 6,137 | $279.4K | 0.15% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 6,104 | $277.9K | 0.03% | −53−0.9% | Reduced |
| Savant Capital, LLC | 6,043 | $275.2K | 0.01% | +6,043 | New |
| River Street Advisors LLC | 5,948 | $270.8K | 0.29% | +5,948 | New |
| 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 |
| One Wealth Advisors, LLC | 5,697 | $259.4K | 0.06% | −3,163−35.7% | Reduced |
| Watershed Asset Management, L.L.C. | 5,671 | $258.2K | 0.33% | −833−12.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,641 | $256.8K | 0.01% | +5,641 | New |
| Schwartz Investment Counsel Inc | 5,550 | $252.7K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,434 | $248.3K | 0.04% | +14+0.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $245.9K | 0.00% | −4,268−44.1% | Reduced |
| Patron Partners Advisors, LLC | 5,400 | $245.9K | 0.18% | 00.0% | Unchanged |
| Rothschild Investment Corp | 5,355 | $244.0K | 0.02% | +5+0.1% | Added |
| Signaturefd, LLC | 5,323 | $242.4K | 0.01% | −880−14.2% | Reduced |
| Fort Washington Investment Advisors Inc | 5,296 | $241.0K | 0.00% | −1,610−23.3% | Reduced |
| Systematic Alpha Investments, LLC | 5,288 | $240.8K | 0.01% | +5,288 | New |
| Greenleaf Trust | 5,224 | $238.0K | 0.00% | +5,224 | New |
| Patten Group, Inc. | 5,226 | $237.9K | 0.07% | −819−13.5% | Reduced |
| Financial Counselors Inc | 5,117 | $233.0K | 0.01% | +5,117 | New |
| Fuller & Thaler Asset Management, Inc. | 5,062 | $230.0K | 0.00% | −512−9.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,043 | $229.6K | 0.00% | −2,553−33.6% | Reduced |
| Connectus Wealth, LLC | 5,000 | $228.0K | 0.01% | +5,000 | New |
| American Trust | 4,978 | $226.6K | 0.02% | +4,978 | New |
| Wetherby Asset Management Inc | 4,910 | $223.6K | 0.01% | +4,910 | New |
| Group One Trading, L.P. | 4,909 | $223.5K | 0.01% | −3,135−39.0% | Reduced |
| Boothbay Fund Management, LLC | 4,869 | $221.7K | 0.01% | −2,931−37.6% | Reduced |
| Huntington National Bank | 4,835 | $220.1K | 0.00% | −2,257−31.8% | Reduced |
| Smith, Salley & Associates | 4,833 | $220.0K | 0.02% | +4,833 | New |
| Clarkston Capital Partners, LLC | 4,829 | $219.9K | 0.00% | +4,829 | New |
| Gateway Investment Advisers LLC | 4,822 | $219.6K | 0.00% | +4,822 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,822 | $219.5K | 0.04% | +4,822 | New |
| Veritable, L.P. | 4,768 | $217.1K | 0.00% | +4,768 | New |
| Equitable Trust Co | 4,738 | $215.7K | 0.02% | −974−17.1% | Reduced |
| Banque Cantonale Vaudoise | 4,712 | $215.0K | 0.01% | −15,481−76.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,700 | $214.0K | 0.03% | +4,700 | New |
| Tower Research Capital LLC (TRC) | 4,670 | $213.0K | 0.01% | −24,002−83.7% | Reduced |
| AE Wealth Management LLC | 4,590 | $209.0K | 0.00% | −1,519−24.9% | Reduced |
| Evolution Wealth Advisors, LLC | 4,500 | $204.9K | 0.05% | +4,500 | New |
| Assetmark, Inc | 4,483 | $204.1K | 0.00% | +217+5.1% | Added |
| Peapack Gladstone Financial Corp | 4,475 | $204.0K | 0.00% | +4,475 | New |
| Patton Fund Management, Inc. | 4,458 | $203.0K | 0.06% | +4,458 | New |
| First National Bank of South Miami | 4,241 | $193.0K | 0.14% | +629+17.4% | Added |
| Glen Eagle Advisors, LLC | 4,171 | $189.9K | 0.05% | +41+1.0% | Added |
| Power Corp of Canada | 4,143 | $188.6K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 4,110 | $187.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,020 | $183.0K | 0.00% | +2,929+268.5% | Added |
| Covestor Ltd | 3,913 | $178.0K | 0.15% | +1,180+43.2% | Added |
| Optimum Investment Advisors | 3,900 | $177.6K | 0.10% | −1,200−23.5% | Reduced |