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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2022: 657 institutions
Q1 2021: 684 institutionsQ2 2021: 681 institutionsQ3 2021: 655 institutionsQ4 2021: 712 institutionsQ1 2022: 656 institutionsQ2 2022: 631 institutionsQ3 2022: 634 institutionsQ4 2022: 657 institutionsQ1 2023: 699 institutionsQ2 2023: 766 institutionsQ3 2023: 761 institutionsQ4 2023: 870 institutionsQ1 2024: 911 institutionsQ2 2024: 940 institutionsQ3 2024: 1,007 institutionsQ4 2024: 985 institutionsQ1 2025: 962 institutionsQ2 2025: 947 institutionsQ3 2025: 987 institutionsQ4 2025: 1,034 institutionsQ1 2026: 1,037 institutionsQ2 2026: 1,045 institutions
Value heldQ4 2022: $9.29B
Q1 2021: $12.0BQ2 2021: $12.5BQ3 2021: $10.1BQ4 2021: $12.5BQ1 2022: $8.86BQ2 2022: $8.28BQ3 2022: $7.74BQ4 2022: $9.29BQ1 2023: $11.8BQ2 2023: $15.7BQ3 2023: $14.9BQ4 2023: $19.7BQ1 2024: $22.8BQ2 2024: $20.6BQ3 2024: $27.0BQ4 2024: $20.3BQ1 2025: $19.1BQ2 2025: $19.6BQ3 2025: $23.7BQ4 2025: $21.0BQ1 2026: $20.7BQ2 2026: $24.5B
Institutions holding PHM and their total value by quarter
QuarterHoldersValue
Q2 20261,045$24.5B
Q1 20261,037$20.7B
Q4 20251,034$21.0B
Q3 2025987$23.7B
Q2 2025947$19.6B
Q1 2025962$19.1B
Q4 2024985$20.3B
Q3 20241,007$27.0B
Q2 2024940$20.6B
Q1 2024911$22.8B
Q4 2023870$19.7B
Q3 2023761$14.9B
Q2 2023766$15.7B
Q1 2023699$11.8B
Q4 2022657$9.29B
Q3 2022634$7.74B
Q2 2022631$8.28B
Q1 2022656$8.86B
Q4 2021712$12.5B
Q3 2021655$10.1B
Q2 2021681$12.5B
Q1 2021684$12.0B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q3 2022.

Institutions holding PHM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC170$8.00K0.00%+1+0.6%Added
Earnest Partners LLC157$7.15K0.00%00.0%Unchanged
Westside Investment Management, Inc.167$7.00K0.00%+1+0.6%Added
Farmers & Merchants Investments Inc153$6.97K0.00%00.0%Unchanged
Bell Investment Advisors, Inc140$6.37K0.00%+87+164.2%Added
AdvisorNet Financial, Inc137$6.24K0.00%+69+101.5%Added
Bogart Wealth, LLC134$6.10K0.00%+134New
West Oak Capital, LLC125$6.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC126$6.00K0.00%00.0%Unchanged
Grove Bank & Trust130$6.00K0.00%+130New
Aspire Private Capital, LLC127$5.78K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC113$5.14K0.00%+31+37.8%Added
Jones Financial Companies LLLP120$5.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC105$4.78K0.00%−47−30.9%Reduced
McElhenny Sheffield Capital Management, LLC100$4.54K0.00%+100New
Schubert & Co95$4.33K0.00%+13+15.9%Added
TCI Wealth Advisors, Inc.89$4.05K0.00%+3+3.5%Added
New Millennium Group LLC89$4.05K0.00%00.0%Unchanged
Colonial Trust Advisors74$3.37K0.00%+74New
BDO Wealth Advisors, LLC68$3.10K0.00%00.0%Unchanged
Lindbrook Capital, LLC65$2.96K0.00%−22−25.3%Reduced
Harbor Investment Advisory, LLC64$2.91K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC63$2.87K0.00%00.0%Unchanged
Disciplined Investments, LLC61$2.78K0.00%+18+41.9%Added
Hollencrest Capital Management60$2.73K0.00%+60New
Global Wealth Strategies & Associates57$2.60K0.00%+57New
SJS Investment Consulting Inc.55$2.50K0.00%+21+61.8%Added
Red Tortoise LLC54$2.46K0.00%+54New
Zions Bancorporation, N.A.53$2.41K0.00%−1−1.9%Reduced
West Paces Advisors Inc.53$2.41K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$2.01K0.00%+9+25.7%Added
ClariVest Asset Management LLC47$2.00K0.00%00.0%Unchanged
Vigilant Capital Management, LLC40$2.00K0.00%00.0%Unchanged
TSFG, LLC48$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC53$2.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC52$2.00K0.00%+25+92.6%Added
Trifecta Capital Advisors, LLC43$1.96K0.00%+43New
Concord Wealth Partners40$1.82K0.00%+40New
Washington Trust Co39$1.78K0.00%+2+5.4%Added
BerganKDV Wealth Management, LLC37$1.69K0.00%−14−27.5%Reduced
Heritage Wealth Management, LLC32$1.46K0.00%+16+100.0%Added
MCF Advisors LLC31$1.41K0.00%00.0%Unchanged
MV Capital Management, Inc.31$1.41K0.00%+3+10.7%Added
Beacon Capital Management, LLC20$9110.00%00.0%Unchanged
Versant Capital Management, Inc18$8200.00%00.0%Unchanged
North Star Investment Management Corp.16$7280.00%+16New
Legend Financial Advisors, Inc.13$5920.00%00.0%Unchanged
Private Ocean, LLC12$5470.00%−38−76.0%Reduced
Raffa Wealth Management, LLC11$5010.00%−39−78.0%Reduced
Evermay Wealth Management LLC5$2280.00%+5New
Plante Moran Financial Advisors, LLC2$910.00%+2New
Fairfield Financial Advisors, LTD2$860.00%00.0%Unchanged
WestEnd Advisors, LLC1$460.00%00.0%Unchanged
Asset Dedication, LLC5$00.00%+5New
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Sofos Investments, Inc.46––−372−89.0%Reduced
Johnson & White Wealth Management, LLC6,028––+6,028New
Stonebridge Capital Advisors LLC0$00.00%−55−100.0%Sold out
Bulltick Wealth Management, LLC0$00.00%−169,185−100.0%Sold out
Natixis0$00.00%−168,883−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−164,515−100.0%Sold out
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group0$00.00%−71,130−100.0%Sold out
Waterfront Capital Partners, LLC0$00.00%−70,000−100.0%Sold out
Bridgeway Capital Management, LLC0$00.00%−44,100−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−42,642−100.0%Sold out
Rathbone Brothers plc0$00.00%−35,045−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−34,198−100.0%Sold out
Nwam LLC0$00.00%−33,952−100.0%Sold out
Ulrich Consultants & Investment Group, LLC0$00.00%−32,422−100.0%Sold out
Ergoteles LLC0$00.00%−27,192−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−24,799−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−24,035−100.0%Sold out
Khrom Capital Management LLC0$00.00%−21,298−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−20,146−100.0%Sold out
Steel Peak Wealth Management LLC0$00.00%−20,050−100.0%Sold out
Palouse Capital Management, Inc.0$00.00%−17,694−100.0%Sold out
Virtu Financial LLC0$00.00%−15,915−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−15,646−100.0%Sold out
Quadrature Capital Ltd0$00.00%−14,256−100.0%Sold out
Seven Eight Capital, LP0$00.00%−13,534−100.0%Sold out
Knowledge Leaders Capital, LLC0$00.00%−12,132−100.0%Sold out
Johnson Investment Counsel Inc0$00.00%−11,612−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−11,560−100.0%Sold out
CWA Asset Management Group, LLC0$00.00%−9,401−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−8,236−100.0%Sold out
SkyOak Wealth, LLC0$00.00%−6,723−100.0%Sold out
Verity Asset Management, Inc.0$00.00%−6,530−100.0%Sold out
FDx Advisors, Inc.0$00.00%−6,447−100.0%Sold out
Brave Warrior Advisors, LLC0$00.00%−6,200−100.0%Sold out
XTX Topco Ltd0$00.00%−6,100−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−6,036−100.0%Sold out
RFG Advisory, LLC0$00.00%−5,615−100.0%Sold out
United Capital Financial Advisers, LLC0$00.00%−5,709−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−5,540−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−2,988−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−2,907−100.0%Sold out
Logan Capital Management Inc0$00.00%−2,350−100.0%Sold out
Forsta Ap-Fonden0$00.00%−2,100−100.0%Sold out
Axiom Investment Management LLC0$00.00%−1,000−100.0%Sold out
Crewe Advisors LLC0$00.00%−474−100.0%Sold out