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 |
|---|---|---|---|---|---|
| Syntax Advisors, LLC | 4,766 | $277.8K | 0.21% | −1,074−18.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,783 | $278.8K | 0.05% | −39−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,800 | $279.7K | 0.00% | −243−4.8% | Reduced |
| Clarkston Capital Partners, LLC | 4,829 | $281.4K | 0.01% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,833 | $281.7K | 0.02% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 5,000 | $291.4K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,036 | $293.5K | 0.02% | +126+2.6% | Added |
| Financial Counselors Inc | 5,117 | $298.0K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,131 | $299.1K | 0.03% | −4,164−44.8% | Reduced |
| MQS Management LLC | 5,195 | $302.8K | 0.19% | −15,816−75.3% | Reduced |
| Intact Investment Management Inc. | 5,200 | $303.1K | 0.01% | −3,600−40.9% | Reduced |
| Hancock Whitney Corp | 5,229 | $305.0K | 0.01% | −8,123−60.8% | Reduced |
| Diversified Trust Co | 5,272 | $307.3K | 0.01% | +5,272 | New |
| Greenleaf Trust | 5,317 | $309.9K | 0.00% | +93+1.8% | Added |
| Huntington National Bank | 5,339 | $311.2K | 0.00% | +504+10.4% | Added |
| Moody National Bank Trust Division | 5,346 | $311.6K | 0.03% | −1,400−20.8% | Reduced |
| Signaturefd, LLC | 5,390 | $314.1K | 0.01% | +67+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $314.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 5,444 | $317.0K | 0.01% | −22,843−80.8% | Reduced |
| Bessemer Group Inc | 5,436 | $317.0K | 0.00% | +2,460+82.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,480 | $319.4K | 0.10% | +5,480 | New |
| Patron Partners Advisors, LLC | 5,500 | $320.5K | 0.24% | +100+1.9% | Added |
| Liberty Wealth Management LLC | 5,490 | $320.7K | 0.07% | +5,490 | New |
| Keebeck Wealth Management, LLC | 5,524 | $322.8K | 0.05% | +90+1.7% | Added |
| Beacon Investment Advisory Services, Inc. | 5,586 | $325.6K | 0.02% | −55−1.0% | Reduced |
| One Wealth Advisors, LLC | 5,619 | $327.5K | 0.08% | −78−1.4% | Reduced |
| Toroso Investments, LLC | 5,658 | $330.0K | 0.01% | −28,772−83.6% | Reduced |
| Jupiter Wealth Management LLC | 5,700 | $332.2K | 0.31% | +5,700 | New |
| Schechter Investment Advisors, LLC | 5,737 | $334.4K | 0.03% | −367−6.0% | Reduced |
| River Street Advisors LLC | 5,819 | $339.2K | 0.33% | −129−2.2% | Reduced |
| Oppenheimer Asset Management Inc. | 5,856 | $341.3K | 0.01% | +5,856 | New |
| Alps Advisors Inc | 5,892 | $343.4K | 0.00% | −2,155−26.8% | Reduced |
| Moors & Cabot, Inc. | 6,000 | $349.7K | 0.02% | +6,000 | New |
| Creative Financial Designs Inc | 6,008 | $350.2K | 0.05% | −966−13.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,036 | $351.8K | 0.00% | +6,036 | New |
| Denali Advisors LLC | 6,042 | $352.1K | 0.15% | +5,231+645.0% | Added |
| CIBC World Markets Inc. | 6,079 | $354.0K | 0.00% | −1,383−18.5% | Reduced |
| Gsa Capital Partners LLP | 6,104 | $356.0K | 0.04% | −65−1.1% | Reduced |
| Machina Capital S.A.S. | 6,195 | $361.0K | 0.32% | +6,195 | New |
| Bayesian Capital Management, LP | 6,201 | $361.4K | 0.04% | +6,201 | New |
| Tocqueville Asset Management L.P. | 6,214 | $362.2K | 0.01% | −46−0.7% | Reduced |
| Cipher Capital LP | 6,264 | $365.1K | 0.07% | −36,079−85.2% | Reduced |
| Paragon Capital Management Ltd | 6,370 | $371.2K | 0.08% | −23−0.4% | Reduced |
| M&G Investment Management Ltd | 6,569 | $381.0K | 0.00% | −3,235−33.0% | Reduced |
| La Banque Postale Asset Management SA | 6,642 | $387.1K | 0.01% | +6,642 | New |
| Monticello Wealth Management, LLC | 8,600 | $391.6K | 0.04% | 00.0% | Unchanged |
| Ergoteles LLC | 6,815 | $397.2K | 0.02% | +6,815 | New |
| Veriti Management LLC | 6,822 | $397.6K | 0.05% | +403+6.3% | Added |
| Boston Private Wealth LLC | 6,877 | $400.8K | 0.01% | −380−5.2% | Reduced |
| Johnson Investment Counsel Inc | 6,919 | $403.2K | 0.01% | +6,919 | New |
| Anchor Investment Management, LLC | 6,943 | $404.6K | 0.06% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 6,962 | $405.7K | 0.03% | −49−0.7% | Reduced |
| Pitcairn Co | 6,977 | $406.6K | 0.04% | −653−8.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 7,040 | $410.0K | 0.01% | −10,822−60.6% | Reduced |
| South Dakota Investment Council | 7,081 | $413.0K | 0.01% | −1,750−19.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,091 | $413.3K | 0.01% | −49−0.7% | Reduced |
| HM Payson & Co | 7,183 | $418.6K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,542 | $439.5K | 0.07% | +907+13.7% | Added |
| CWM, LLC | 7,543 | $440.0K | 0.00% | +5,110+210.0% | Added |
| Contravisory Investment Management, Inc. | 7,586 | $442.1K | 0.12% | +7,586 | New |
| Wedge Capital Management L L P | 7,624 | $444.3K | 0.01% | −3,042−28.5% | Reduced |
| Cascade Investment Advisors, Inc. | 7,755 | $452.0K | 0.36% | −5−0.1% | Reduced |
| Pearl River Capital, LLC | 7,783 | $453.6K | 0.07% | +845+12.2% | Added |
| Transcend Wealth Collective, LLC | 7,890 | $459.8K | 0.05% | −13−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,027 | $468.0K | 0.04% | −269−3.2% | Reduced |
| Power Corp of Canada | 8,286 | $469.5K | 0.05% | +4,143+100.0% | Added |
| Delphia (USA) Inc. | 8,332 | $485.6K | 0.59% | +1,927+30.1% | Added |
| Unigestion Holding SA | 8,616 | $489.2K | 0.03% | +8,616 | New |
| Parallax Volatility Advisers, L.P. | 8,409 | $490.1K | 0.02% | +8,409 | New |
| Numerai GP LLC | 8,414 | $490.4K | 0.16% | +8,414 | New |
| Aquatic Capital Management LLC | 8,500 | $495.0K | 0.03% | −2,100−19.8% | Reduced |
| Virtu Financial LLC | 8,585 | $500.0K | 0.05% | +8,585 | New |
| Tactive Advisors, LLC | 8,692 | $506.6K | 0.38% | +8,692 | New |
| Clarius Group, LLC | 8,794 | $512.5K | 0.04% | −209−2.3% | Reduced |
| Laffer Tengler Investments | 8,854 | $516.0K | 0.14% | +32+0.4% | Added |
| Qsemble Capital Management, LP | 8,900 | $518.7K | 0.35% | +8,900 | New |
| Dynamic Technology Lab Private Ltd | 8,942 | $521.0K | 0.05% | +8,942 | New |
| APG Asset Management N.V. | 9,774 | $524.3K | 0.00% | −13,978−58.8% | Reduced |
| Pinebridge Investments, L.P. | 9,016 | $525.5K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 9,040 | $527.0K | 0.01% | +314+3.6% | Added |
| Csenge Advisory Group | 9,046 | $527.2K | 0.04% | +1,431+18.8% | Added |
| Pathstone Family Office, LLC | 9,512 | $528.2K | 0.01% | −3,542−27.1% | Reduced |
| E. Ohman J:or Asset Management AB | 9,100 | $530.3K | 0.02% | −1,400−13.3% | Reduced |
| Yorktown Management & Research Co Inc | 9,100 | $530.3K | 0.57% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,136 | $532.4K | 0.01% | −969−9.6% | Reduced |
| Bradley Foster & Sargent Inc | 9,170 | $534.4K | 0.01% | −20.0% | Reduced |
| CWM Advisors, LLC | 9,171 | $534.5K | 0.07% | +9,171 | New |
| First Hawaiian Bank | 9,195 | $535.9K | 0.02% | −14,722−61.6% | Reduced |
| Boothbay Fund Management, LLC | 9,283 | $541.0K | 0.02% | +4,414+90.7% | Added |
| Two Sigma Securities, LLC | 9,317 | $543.0K | 0.04% | +9,317 | New |
| Pinnacle Associates Ltd | 9,495 | $553.4K | 0.01% | −1,271−11.8% | Reduced |
| Gateway Investment Advisers LLC | 9,659 | $562.9K | 0.01% | +4,837+100.3% | Added |
| Corton Capital Inc. | 9,689 | $564.7K | 0.39% | +3,246+50.4% | Added |
| Raymond James Trust N.A. | 9,712 | $566.0K | 0.02% | −105−1.1% | Reduced |
| Balentine LLC | 9,878 | $575.7K | 0.02% | +271+2.8% | Added |
| Washington Capital Management Inc | 10,000 | $582.8K | 0.52% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $582.8K | 0.09% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 10,090 | $588.0K | 0.03% | −3,086−23.4% | Reduced |
| Beacon Pointe Advisors, LLC | 10,118 | $589.7K | 0.01% | −326−3.1% | Reduced |
| AE Wealth Management LLC | 10,211 | $595.1K | 0.00% | +5,621+122.5% | Added |