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 |
|---|---|---|---|---|---|
| Union Investments & Development Ltd. | 3,000 | $170.7K | 0.10% | 00.0% | Unchanged |
| AIA Group Ltd | 3,642 | $165.8K | 0.01% | −2,452−40.2% | Reduced |
| Cutler Group LP | 3,560 | $162.0K | 0.02% | −4,710−57.0% | Reduced |
| Ronald Blue Trust, Inc. | 4,254 | $160.0K | 0.00% | +1,203+39.4% | Added |
| Westwood Holdings Group Inc. | 3,466 | $158.0K | 0.00% | −15,761−82.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,449 | $157.0K | 0.00% | −1,197−25.8% | Reduced |
| Ossiam | 3,248 | $147.9K | 0.00% | −4,143−56.1% | Reduced |
| Picton Mahoney Asset Management | 3,228 | $147.0K | 0.01% | +3,228 | New |
| Brown Brothers Harriman & Co | 3,129 | $142.5K | 0.00% | −139−4.3% | Reduced |
| Ellevest, Inc. | 3,124 | $142.2K | 0.01% | −362−10.4% | Reduced |
| Parallel Advisors, LLC | 3,097 | $141.0K | 0.01% | +483+18.5% | Added |
| Comerica Securities,inc. | 3,082 | $140.8K | 0.01% | +3,082 | New |
| Ameritas Investment Partners, Inc. | 2,750 | $140.4K | 0.01% | −422−13.3% | Reduced |
| Fifth Third Bancorp | 3,047 | $138.7K | 0.00% | −7−0.2% | Reduced |
| Bessemer Group Inc | 2,976 | $135.0K | 0.00% | −440−12.9% | Reduced |
| Wahed Invest LLC | 2,936 | $133.7K | 0.07% | +356+13.8% | Added |
| ICA Group Wealth Management, LLC | 2,855 | $130.0K | 0.03% | +2,855 | New |
| First Horizon Advisors, Inc. | 2,786 | $126.8K | 0.00% | +36+1.3% | Added |
| Capital Analysts, LLC | 2,681 | $122.0K | 0.01% | −676−20.1% | Reduced |
| Global Retirement Partners, LLC | 2,635 | $120.0K | 0.01% | +4+0.2% | Added |
| Providence Capital Advisors, LLC | 2,612 | $119.3K | 0.03% | −575−18.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,523 | $114.9K | 0.00% | +190+8.1% | Added |
| CWM, LLC | 2,433 | $111.0K | 0.00% | +268+12.4% | Added |
| Quent Capital, LLC | 2,365 | $107.7K | 0.02% | +31+1.3% | Added |
| Manchester Capital Management LLC | 2,350 | $107.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,241 | $102.7K | 0.00% | +2,241 | New |
| Glassman Wealth Services | 2,196 | $100.0K | 0.02% | −17−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 1,881 | $85.6K | 0.00% | +1,881 | New |
| Harbor Capital Advisors, Inc. | 1,874 | $85.3K | 0.08% | −192−9.3% | Reduced |
| Harvest Fund Management Co., Ltd | 1,714 | $78.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,710 | $77.9K | 0.03% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,600 | $73.0K | 0.03% | −1,147−41.8% | Reduced |
| Spire Wealth Management | 1,479 | $67.0K | 0.00% | +83+5.9% | Added |
| Colonial Trust Co | 1,439 | $65.5K | 0.02% | +1,439 | New |
| TD Private Client Wealth LLC | 1,431 | $65.2K | 0.00% | +230+19.2% | Added |
| Quadrant Capital Group LLC | 1,385 | $63.1K | 0.01% | +118+9.3% | Added |
| Simplex Trading, LLC | 1,400 | $63.0K | 0.00% | +1,400 | New |
| U.S. Capital Wealth Advisors, LLC | 1,332 | $60.6K | 0.00% | +1,332 | New |
| Hexagon Capital Partners LLC | 1,331 | $60.6K | 0.02% | −104−7.2% | Reduced |
| International Assets Investment Management, LLC | 22,830 | $59.9K | 0.01% | +22,830 | New |
| Aua Capital Management, LLC | 1,250 | $56.9K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,200 | $54.6K | 0.03% | −400−25.0% | Reduced |
| Kempen Capital Management N.V. | 1,165 | $53.0K | 0.00% | +1,165 | New |
| Allworth Financial LP | 1,121 | $51.0K | 0.00% | −1,274−53.2% | Reduced |
| Castleview Partners, LLC | 1,102 | $50.2K | 0.05% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 966 | $46.8K | 0.02% | +966 | New |
| Farther Finance Advisors, LLC | 1,015 | $46.2K | 0.02% | +1,015 | New |
| Gradient Investments LLC | 1,000 | $45.5K | 0.00% | −504−33.5% | Reduced |
| Baker Avenue Asset Management, LP | 981 | $44.7K | 0.00% | +981 | New |
| Deseret Mutual Benefit Administrators | 976 | $44.4K | 0.02% | −781−44.5% | Reduced |
| Massmutual Trust Co FSB | 969 | $44.0K | 0.00% | +62+6.8% | Added |
| Adirondack Trust Co | 925 | $42.1K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 887 | $40.4K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 881 | $40.0K | 0.00% | −1,937−68.7% | Reduced |
| Smithfield Trust Co | 875 | $40.0K | 0.00% | −130−12.9% | Reduced |
| Money Concepts Capital Corp | 840 | $38.3K | 0.00% | +327+63.7% | Added |
| Denali Advisors LLC | 811 | $36.9K | 0.02% | +414+104.3% | Added |
| Tfo-TDC, LLC | 600 | $36.8K | 0.01% | +600 | New |
| Private Trust Co NA | 755 | $34.0K | 0.01% | +66+9.6% | Added |
| General Partner, Inc. | 711 | $32.4K | 0.03% | +711 | New |
| St Germain D J Co Inc | 680 | $31.0K | 0.01% | +680 | New |
| FinTrust Capital Advisors, LLC | 644 | $29.3K | 0.01% | +138+27.3% | Added |
| Cary Street Partner Investment Advisory LLC | 614 | $28.0K | 0.00% | +614 | New |
| Coppell Advisory Solutions LLC | 579 | $26.4K | 0.01% | +579 | New |
| Coppell Advisory Solutions Corp. | 579 | $26.4K | 0.01% | +579 | New |
| CVA Family Office, LLC | 565 | $25.7K | 0.01% | +390+222.9% | Added |
| Tyler-Stone Wealth Management | 475 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $18.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 335 | $15.3K | 0.01% | +335 | New |
| Carolinas Wealth Consulting LLC | 314 | $14.3K | 0.00% | +29+10.2% | Added |
| Strengthening Families & Communities, LLC | 306 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 307 | $14.0K | 0.01% | +2+0.7% | Added |
| BOK Financial Private Wealth, Inc. | 302 | $13.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 295 | $13.4K | 0.00% | +18+6.5% | Added |
| EverSource Wealth Advisors, LLC | 290 | $13.2K | 0.00% | +224+339.4% | Added |
| Sandy Spring Bank | 288 | $13.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 280 | $12.7K | 0.00% | −117−29.5% | Reduced |
| Liberty One Investment Management, LLC | 275 | $12.5K | 0.00% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 269 | $12.2K | 0.00% | +14+5.5% | Added |
| TD Waterhouse Canada Inc. | 265 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $11.1K | 0.00% | −101−29.4% | Reduced |
| Proequities, Inc. | 242 | $11.1K | 0.00% | −32−11.7% | Reduced |
| Clear Street Markets LLC | 231 | $11.0K | 0.00% | +231 | New |
| Johnson Financial Group, Inc. | 226 | $10.3K | 0.00% | −293−56.5% | Reduced |
| Sutton Wealth Advisors Inc. | 225 | $10.2K | 0.00% | −2−0.9% | Reduced |
| Byrne Asset Management LLC | 220 | $10.0K | 0.01% | −30−12.0% | Reduced |
| Lee Financial Co | 220 | $10.0K | 0.00% | +185+528.6% | Added |
| My Personal CFO, LLC | 220 | $10.0K | 0.01% | +220 | New |
| Pinnacle Bancorp, Inc. | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 210 | $9.56K | 0.00% | −56−21.1% | Reduced |
| FNY Investment Advisers, LLC | 200 | $9.00K | 0.01% | +200 | New |
| Raleigh Capital Management Inc. | 196 | $8.93K | 0.00% | +54+38.0% | Added |
| Lansing Street Advisors | 190 | $8.64K | 0.01% | +1+0.5% | Added |
| GWM Advisors LLC | 1,831 | $8.45K | 0.00% | +1,831 | New |
| Core Alternative Capital | 185 | $8.44K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 179 | $8.00K | 0.00% | 00.0% | Unchanged |