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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 614 | $35.8K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 694 | $40.4K | 0.04% | −408−37.0% | Reduced |
| General Partner, Inc. | 711 | $41.1K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 712 | $41.5K | 0.01% | +712 | New |
| Hanseatic Management Services Inc | 723 | $42.0K | 0.09% | +723 | New |
| Private Trust Co NA | 721 | $42.0K | 0.01% | −34−4.5% | Reduced |
| Smithfield Trust Co | 875 | $50.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 900 | $52.0K | 0.01% | +900 | New |
| Adirondack Trust Co | 925 | $53.9K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 955 | $56.0K | 0.00% | +74+8.4% | Added |
| Deseret Mutual Benefit Administrators | 976 | $56.9K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,021 | $59.5K | 0.02% | +6+0.6% | Added |
| Allworth Financial LP | 1,164 | $67.8K | 0.00% | +43+3.8% | Added |
| Massmutual Trust Co FSB | 1,172 | $68.3K | 0.00% | +203+20.9% | Added |
| Capital Analysts, LLC | 1,239 | $72.0K | 0.00% | −1,442−53.8% | Reduced |
| MV Capital Management, Inc. | 1,251 | $72.9K | 0.01% | +1,220+3,935.5% | Added |
| Hexagon Capital Partners LLC | 1,325 | $77.2K | 0.02% | −6−0.5% | Reduced |
| Quadrant Capital Group LLC | 1,385 | $80.7K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,417 | $82.6K | 0.02% | −22−1.5% | Reduced |
| TD Private Client Wealth LLC | 1,458 | $85.0K | 0.00% | +27+1.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,492 | $87.0K | 0.02% | −47,406−96.9% | Reduced |
| Sentry Investment Management LLC | 1,521 | $89.0K | 0.04% | −79−4.9% | Reduced |
| GWM Advisors LLC | 1,633 | $95.2K | 0.00% | −198−10.8% | Reduced |
| Harvest Fund Management Co., Ltd | 1,714 | $100.0K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 1,885 | $109.9K | 0.00% | +1,885 | New |
| TD Waterhouse Canada Inc. | 2,149 | $126.8K | 0.00% | +1,884+710.9% | Added |
| Glassman Wealth Services | 2,202 | $128.3K | 0.02% | +6+0.3% | Added |
| Dark Forest Capital Management LP | 2,302 | $134.2K | 0.03% | +2,302 | New |
| Manchester Capital Management LLC | 2,350 | $137.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,365 | $137.6K | 0.02% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 2,450 | $142.8K | 0.04% | +2,450 | New |
| Northwestern Mutual Wealth Management Co | 2,573 | $150.0K | 0.00% | +50+2.0% | Added |
| Providence Capital Advisors, LLC | 2,612 | $152.2K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,644 | $154.1K | 0.01% | −16,345−86.1% | Reduced |
| Global Retirement Partners, LLC | 2,321 | $154.3K | 0.01% | −314−11.9% | Reduced |
| Ameritas Investment Partners, Inc. | 2,750 | $160.3K | 0.01% | 00.0% | Unchanged |
| Wahed Invest LLC | 2,757 | $160.7K | 0.07% | −179−6.1% | Reduced |
| ICA Group Wealth Management, LLC | 2,855 | $166.4K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,895 | $168.7K | 0.01% | −6,017−67.5% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $174.8K | 0.10% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,090 | $180.1K | 0.01% | −34−1.1% | Reduced |
| AIA Group Ltd | 3,139 | $182.9K | 0.01% | −503−13.8% | Reduced |
| Optimum Investment Advisors | 3,200 | $186.5K | 0.10% | −700−17.9% | Reduced |
| Brown Brothers Harriman & Co | 3,283 | $191.3K | 0.00% | +154+4.9% | Added |
| Fifth Third Bancorp | 3,285 | $191.4K | 0.00% | +238+7.8% | Added |
| Covestor Ltd | 3,299 | $192.0K | 0.17% | −614−15.7% | Reduced |
| Ronald Blue Trust, Inc. | 4,311 | $196.0K | 0.00% | +57+1.3% | Added |
| Concord Wealth Partners | 3,435 | $200.2K | 0.06% | +3,395+8,487.5% | Added |
| National Asset Management, Inc. | 3,433 | $200.6K | 0.01% | +3,433 | New |
| First Horizon Advisors, Inc. | 3,472 | $202.3K | 0.01% | +686+24.6% | Added |
| Quinn Opportunity Partners LLC | 3,528 | $205.6K | 0.02% | +3,528 | New |
| Coldstream Capital Management Inc | 3,563 | $207.7K | 0.01% | +3,563 | New |
| Prelude Capital Management, LLC | 3,571 | $208.1K | 0.01% | +3,571 | New |
| Community Bank & Trust, Waco, Texas | 3,616 | $211.0K | 0.07% | +3,616 | New |
| Meeder Advisory Services, Inc. | 3,635 | $211.9K | 0.02% | −1,065−22.7% | Reduced |
| First National Bank of South Miami | 3,681 | $214.5K | 0.17% | −560−13.2% | Reduced |
| Wedbush Securities Inc | 3,756 | $219.0K | 0.01% | +3,756 | New |
| Profund Advisors LLC | 3,794 | $221.1K | 0.01% | +3,794 | New |
| Guardian Wealth Advisors, LLC | 3,838 | $224.6K | 0.04% | −16,936−81.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $225.1K | 0.02% | +3,863 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,873 | $225.7K | 0.03% | +3,873 | New |
| Stokes Family Office, LLC | 3,875 | $225.9K | 0.03% | +3,875 | New |
| DoubleLine ETF Adviser LP | 3,912 | $228.0K | 0.10% | +3,912 | New |
| State of Wyoming | 3,974 | $231.6K | 0.07% | +3,974 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 3,980 | $232.0K | 0.00% | −40−1.0% | Reduced |
| CSS LLC | 4,000 | $233.1K | 0.02% | −4,000−50.0% | Reduced |
| Rehmann Capital Advisory Group | 4,038 | $235.3K | 0.02% | +4,038 | New |
| Cullen/Frost Bankers, Inc. | 4,081 | $237.8K | 0.00% | +632+18.3% | Added |
| Patten Group, Inc. | 4,087 | $238.2K | 0.07% | −1,139−21.8% | Reduced |
| Ossiam | 4,111 | $239.6K | 0.00% | +863+26.6% | Added |
| Forum Financial Management, LP | 4,121 | $240.2K | 0.01% | +4,121 | New |
| We Are One Seven, LLC | 4,131 | $240.8K | 0.02% | +4,131 | New |
| Glen Eagle Advisors, LLC | 4,144 | $241.5K | 0.06% | −27−0.6% | Reduced |
| Moody Aldrich Partners LLC | 4,182 | $243.7K | 0.05% | +4,182 | New |
| Cetera Advisors LLC | 4,196 | $244.5K | 0.00% | +4,196 | New |
| American Trust | 4,208 | $245.2K | 0.02% | −770−15.5% | Reduced |
| Cutler Group LP | 4,222 | $246.0K | 0.04% | +662+18.6% | Added |
| Stock Yards Bank & Trust Co | 4,228 | $247.0K | 0.01% | +4,228 | New |
| Parallel Advisors, LLC | 4,258 | $248.2K | 0.01% | +1,161+37.5% | Added |
| Central Trust Co | 4,293 | $250.2K | 0.01% | +183+4.5% | Added |
| Family Firm, Inc. | 4,307 | $251.0K | 0.07% | +4,307 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,315 | $251.5K | 0.08% | +4,315 | New |
| Scotia Capital Inc. | 4,353 | $253.7K | 0.00% | +4,353 | New |
| Bridgefront Capital, LLC | 4,369 | $254.6K | 0.16% | +4,369 | New |
| Concord Asset Management, LLC | 4,410 | $257.0K | 0.11% | +4,410 | New |
| Vestmark Advisory Solutions, Inc. | 4,416 | $257.4K | 0.01% | −3,552−44.6% | Reduced |
| Interchange Capital Partners, LLC | 4,482 | $259.1K | 0.14% | +4,482 | New |
| Peapack Gladstone Financial Corp | 4,481 | $261.0K | 0.00% | +6+0.1% | Added |
| Tokio Marine Asset Management Co Ltd | 4,555 | $265.5K | 0.02% | +4,555 | New |
| Horizon Investments, LLC | 4,590 | $267.5K | 0.01% | −3,506−43.3% | Reduced |
| Wellington Management Group LLP | 4,602 | $268.2K | 0.00% | −40,524−89.8% | Reduced |
| IFP Advisors, Inc | 8,839 | $268.8K | 0.01% | +124+1.4% | Added |
| Watershed Asset Management, L.L.C. | 4,648 | $270.9K | 0.33% | −1,023−18.0% | Reduced |
| Schwartz Investment Counsel Inc | 4,650 | $271.0K | 0.01% | −900−16.2% | Reduced |
| Evolution Wealth Advisors, LLC | 4,708 | $274.4K | 0.07% | +208+4.6% | Added |
| Banque Cantonale Vaudoise | 4,712 | $275.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 4,719 | $275.0K | 0.00% | −49−1.0% | Reduced |
| Equitable Trust Co | 4,738 | $276.1K | 0.02% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 4,766 | $277.8K | 0.16% | −1,074−18.4% | Reduced |