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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, Q1 2023

Institutional positions in Pultegroup Inc as of Mar 31, 2023. 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
699
+53 vs. Q4 2022
Shares held
207.3M
+3.20M (+1.6%) vs. Q4 2022
Total value
$11.8B
+$2.56B (+27.6%) vs. Q4 2022
New holders
114
224 more added
Sold out
61
260 more reduced

11 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 699 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 heldQ1 2023: $11.8B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2022.

Institutions holding PHM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC5$00.00%00.0%Unchanged
Baldrige Asset Management LLC8$00.00%+8New
SkyView Investment Advisors, LLC7$00.00%+7New
Bellwether Advisors, LLC0$440.00%0New
WestEnd Advisors, LLC–$580.00%––
Fairfield Financial Advisors, LTD2$1080.00%00.0%Unchanged
Evermay Wealth Management LLC5$2930.00%00.0%Unchanged
Sofos Investments, Inc.58$4850.02%+12+26.1%Added
25 LLC9$6110.00%+9New
Raffa Wealth Management, LLC11$6410.00%00.0%Unchanged
Capstone Investment Advisors, LLC13$7580.00%−14,623−99.9%Reduced
Legend Financial Advisors, Inc.13$7580.00%00.0%Unchanged
Rise Advisors, LLC14$8160.00%+14New
North Star Investment Management Corp.16$9320.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)10$1.00K0.00%+10New
Ameritas Advisory Services, LLC17$1.09K0.00%+17New
Beacon Capital Management, LLC20$1.17K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$1.17K0.00%+20New
Zions Bancorporation, N.A.26$1.51K0.00%−27−50.9%Reduced
Cape Investment Advisory, Inc.29$1.69K0.00%+29New
Syverson Strege & Co30$1.75K0.00%+30New
MCF Advisors LLC31$1.81K0.00%00.0%Unchanged
ClariVest Asset Management LLC43$2.00K0.00%−4−8.5%Reduced
Vigilant Capital Management, LLC40$2.00K0.00%00.0%Unchanged
Washington Trust Co35$2.04K0.00%−4−10.3%Reduced
BerganKDV Wealth Management, LLC37$2.16K0.00%00.0%Unchanged
Jones Financial Companies LLLP40$2.33K0.00%−80−66.7%Reduced
Trifecta Capital Advisors, LLC43$2.51K0.00%00.0%Unchanged
Versant Capital Management, Inc44$2.55K0.00%+26+144.4%Added
Prestige Wealth Management Group LLC44$2.57K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC52$3.00K0.00%00.0%Unchanged
TSFG, LLC49$3.00K0.00%+1+2.1%Added
KB Financial Partners, LLC53$3.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC53$3.09K0.00%−11−17.2%Reduced
West Paces Advisors Inc.53$3.09K0.00%00.0%Unchanged
Red Tortoise LLC54$3.15K0.00%00.0%Unchanged
WealthPLAN Partners, LLC56$3.26K0.00%+56New
Global Wealth Strategies & Associates57$3.32K0.00%00.0%Unchanged
Disciplined Investments, LLC60$3.50K0.00%−1−1.6%Reduced
Hollencrest Capital Management60$3.50K0.00%00.0%Unchanged
SJS Investment Consulting Inc.61$3.56K0.00%+6+10.9%Added
Colonial Trust Advisors67$3.90K0.00%−7−9.5%Reduced
BDO Wealth Advisors, LLC68$3.96K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC71$4.14K0.00%+8+12.7%Added
Lindbrook Capital, LLC85$4.95K0.00%+20+30.8%Added
Eagle Bay Advisors LLC88$5.13K0.00%−17−16.2%Reduced
TCI Wealth Advisors, Inc.88$5.13K0.00%−1−1.1%Reduced
New Millennium Group LLC89$5.19K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.100$5.83K0.00%+100New
Moisand Fitzgerald Tamayo, LLC113$6.59K0.00%00.0%Unchanged
Aspire Private Capital, LLC117$6.82K0.00%−10−7.9%Reduced
West Oak Capital, LLC125$7.29K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC126$7.34K0.00%00.0%Unchanged
Schubert & Co127$7.40K0.01%+32+33.7%Added
Ahrens Investment Partners LLC135$7.89K0.00%+135New
AdvisorNet Financial, Inc140$8.16K0.00%+3+2.2%Added
Bell Investment Advisors, Inc149$8.68K0.00%+9+6.4%Added
Farmers & Merchants Investments Inc153$8.92K0.00%00.0%Unchanged
Earnest Partners LLC157$9.15K0.00%00.0%Unchanged
Quarry LP162$9.44K0.01%+162New
Park Place Capital Corp164$9.56K0.00%+164New
Westside Investment Management, Inc.167$9.78K0.00%00.0%Unchanged
Baystate Wealth Management LLC170$9.95K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.174$10.1K0.00%−36−17.1%Reduced
Core Alternative Capital179$10.5K0.00%−6−3.2%Reduced
Lansing Street Advisors190$11.1K0.01%00.0%Unchanged
Harbour Investments, Inc.191$11.1K0.00%−52−21.4%Reduced
Financial Management Professionals, Inc.209$12.0K0.00%+30+16.8%Added
Grove Bank & Trust207$12.1K0.00%+77+59.2%Added
Community Bank, N.A.210$12.2K0.00%00.0%Unchanged
Lee Financial Co220$12.9K0.00%00.0%Unchanged
Byrne Asset Management LLC220$13.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.225$13.1K0.01%00.0%Unchanged
Distillate Capital Partners LLC244$14.2K3.87%+244New
JFS Wealth Advisors, LLC258$15.0K0.00%−11−4.1%Reduced
Silicon Valley Capital Partners270$15.7K0.00%+270New
Strengthening Families & Communities, LLC271$16.0K0.01%−35−11.4%Reduced
Liberty One Investment Management, LLC275$16.1K0.00%00.0%Unchanged
Proequities, Inc.275$16.1K0.00%+33+13.6%Added
Whittier Trust Co280$16.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc285$16.7K0.00%00.0%Unchanged
Sandy Spring Bank288$16.8K0.00%00.0%Unchanged
Parkside Financial Bank & Trust291$17.0K0.00%−4−1.4%Reduced
EverSource Wealth Advisors, LLC305$17.8K0.00%+15+5.2%Added
Carolinas Wealth Consulting LLC314$18.4K0.00%00.0%Unchanged
Raleigh Capital Management Inc.317$18.4K0.01%+121+61.7%Added
RFP Financial Group LLC335$19.5K0.02%00.0%Unchanged
BOK Financial Private Wealth, Inc.347$20.3K0.00%+45+14.9%Added
Hantz Financial Services, Inc.396$23.0K0.00%00.0%Unchanged
Ancora Advisors, LLC400$23.3K0.00%00.0%Unchanged
Financial Perspectives, Inc410$23.9K0.01%00.0%Unchanged
Arlington Partners LLC440$25.6K0.00%+440New
Clear Street Markets LLC441$26.0K0.01%+210+90.9%Added
DT Investment Partners, LLC399$26.2K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC483$28.1K0.00%+483New
FinTrust Capital Advisors, LLC644$29.3K0.01%00.0%Unchanged
International Assets Investment Management, LLC20,198$31.6K0.00%−2,632−11.5%Reduced
Headlands Technologies LLC548$31.9K0.02%+548New
CVA Family Office, LLC565$32.9K0.01%00.0%Unchanged
Spire Wealth Management600$35.0K0.00%−879−59.4%Reduced