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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 10,238 | $596.6K | 0.07% | −2,879−21.9% | Reduced |
| Umb Bank N A | 10,361 | $603.8K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,377 | $606.4K | 0.07% | +39+0.4% | Added |
| New Mexico Educational Retirement Board | 10,538 | $614.0K | 0.03% | −300−2.8% | Reduced |
| Checchi Capital Advisers, LLC | 10,558 | $615.3K | 0.06% | −5,678−35.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,589 | $617.1K | 0.12% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 11,096 | $646.7K | 0.04% | +82+0.7% | Added |
| Saber Capital Managment, LLC | 11,115 | $651.1K | 1.29% | −16,261−59.4% | Reduced |
| Advisory Services Network, LLC | 11,195 | $652.4K | 0.02% | −2,613−18.9% | Reduced |
| LMR Partners LLP | 11,197 | $652.6K | 0.01% | +11,197 | New |
| Telemus Capital, LLC | 11,260 | $656.2K | 0.06% | +275+2.5% | Added |
| Snowden Capital Advisors LLC | 11,350 | $661.5K | 0.03% | +11,350 | New |
| Assetmark, Inc | 11,473 | $668.6K | 0.00% | +6,990+155.9% | Added |
| Baker Avenue Asset Management, LP | 11,524 | $671.6K | 0.04% | +10,543+1,074.7% | Added |
| Savant Capital, LLC | 11,731 | $683.7K | 0.01% | +5,688+94.1% | Added |
| Ieq Capital, LLC | 11,825 | $689.2K | 0.02% | +4,422+59.7% | Added |
| Baird Financial Group, Inc. | 11,990 | $698.8K | 0.00% | −452−3.6% | Reduced |
| Lakeview Capital Partners, LLC | 10,302 | $701.8K | 0.22% | −190−1.8% | Reduced |
| Friedenthal Financial | 12,067 | $703.0K | 0.49% | +12,067 | New |
| Inlet Private Wealth, LLC | 12,300 | $716.8K | 0.19% | −500−3.9% | Reduced |
| Belpointe Asset Management LLC | 12,347 | $719.6K | 0.04% | +326+2.7% | Added |
| Norinchukin Bank, The | 12,407 | $723.1K | 0.01% | +342+2.8% | Added |
| US Bancorp | 12,471 | $726.8K | 0.00% | −501−3.9% | Reduced |
| Value Holdings Management Co. LLC | 12,500 | $729.0K | 0.17% | −63,000−83.4% | Reduced |
| Phoenix Holdings Ltd. | 12,491 | $729.5K | 0.02% | +1,942+18.4% | Added |
| Apollon Wealth Management, LLC | 12,739 | $742.5K | 0.05% | −2,419−16.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,979 | $756.0K | 0.02% | +8,309+177.9% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $762.8K | 0.04% | +7,800+147.5% | Added |
| MAI Capital Management | 13,138 | $765.7K | 0.01% | +229+1.8% | Added |
| Cerity Partners LLC | 13,247 | $774.8K | 0.00% | +1,600+13.7% | Added |
| Capula Management Ltd | 13,638 | $794.8K | 0.07% | +13,638 | New |
| Argonautica Private Wealth Management, Inc | 13,802 | $804.4K | 0.41% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 13,955 | $813.3K | 0.05% | −2,094−13.0% | Reduced |
| Centennial Bank | 13,971 | $814.2K | 0.53% | −235−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 14,153 | $825.0K | 0.00% | −2,488−15.0% | Reduced |
| Beach Investment Counsel Inc | 14,222 | $829.0K | 0.11% | +14,222 | New |
| Lazard Asset Management LLC | 14,299 | $833.0K | 0.00% | +5,876+69.8% | Added |
| Kestra Advisory Services, LLC | 14,304 | $833.7K | 0.01% | +456+3.3% | Added |
| Banco Santander, S.A. | 14,322 | $834.7K | 0.01% | −5,949−29.3% | Reduced |
| True Wealth Design, LLC | 14,330 | $835.1K | 0.35% | −4,719−24.8% | Reduced |
| Intech Investment Management LLC | 14,395 | $838.9K | 0.01% | −416−2.8% | Reduced |
| Renaissance Technologies LLC | 14,467 | $843.0K | 0.00% | −13,200−47.7% | Reduced |
| WBI Investments | 14,642 | $853.3K | 0.17% | +14,642 | New |
| Symmetry Partners, LLC | 14,681 | $856.0K | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 14,700 | $856.7K | 0.02% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 15,019 | $875.3K | 0.18% | +15,019 | New |
| M&T Bank Corp | 15,103 | $881.0K | 0.00% | −1,085−6.7% | Reduced |
| Graham Capital Management, L.P. | 15,255 | $889.1K | 0.03% | +15,255 | New |
| Mastrapasqua Asset Management Inc | 15,270 | $889.9K | 0.11% | +15,270 | New |
| Prudential PLC | 15,386 | $896.7K | 0.01% | −2,844−15.6% | Reduced |
| ING Groep NV | 16,035 | $934.5K | 0.01% | +16,035 | New |
| Cetera Advisor Networks LLC | 16,231 | $945.9K | 0.01% | +977+6.4% | Added |
| National Bank of Canada | 16,653 | $970.6K | 0.00% | −52,929−76.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,716 | $974.0K | 0.06% | +5,939+55.1% | Added |
| Daiwa Securities Group Inc. | 17,081 | $995.0K | 0.01% | +908+5.6% | Added |
| Empirical Finance, LLC | 17,139 | $998.9K | 0.09% | +375+2.2% | Added |
| Engineers Gate Manager LP | 17,435 | $1.02M | 0.04% | +9,276+113.7% | Added |
| Palisade Capital Management LLC | 17,597 | $1.03M | 0.03% | +2,487+16.5% | Added |
| Kentucky Retirement Systems | 17,837 | $1.04M | 0.04% | −364−2.0% | Reduced |
| Maryland State Retirement & Pension System | 18,197 | $1.06M | 0.02% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 18,258 | $1.06M | 0.20% | +11,104+155.2% | Added |
| Elo Mutual Pension Insurance Co | 18,274 | $1.06M | 0.03% | +82+0.5% | Added |
| Securian Asset Management, Inc | 18,490 | $1.08M | 0.03% | −200−1.1% | Reduced |
| Trail Ridge Investment Advisors, LLC | 18,500 | $1.08M | 0.70% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,712 | $1.09M | 0.07% | +18,712 | New |
| Wolverine Trading, LLC | 19,613 | $1.11M | 0.03% | −28,354−59.1% | Reduced |
| Hartford Investment Management Co | 19,419 | $1.13M | 0.04% | +2,707+16.2% | Added |
| Commonwealth Equity Services, LLC | 19,605 | $1.14M | 0.00% | −1,712−8.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 19,602 | $1.14M | 0.01% | +14,540+287.2% | Added |
| Cetera Investment Advisers | 19,618 | $1.14M | 0.01% | −6,955−26.2% | Reduced |
| FJ Capital Management LLC | 19,763 | $1.15M | 0.14% | +5,217+35.9% | Added |
| Glenmede Trust Co NA | 19,852 | $1.16M | 0.01% | +5,706+40.3% | Added |
| Panagora Asset Management Inc | 19,939 | $1.16M | 0.01% | −14,406−41.9% | Reduced |
| Consolidated Investment Group LLC | 20,000 | $1.17M | 0.23% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,120 | $1.17M | 0.01% | −2,049−9.2% | Reduced |
| Creative Planning | 20,491 | $1.19M | 0.00% | +2,355+13.0% | Added |
| British Columbia Investment Management Corp | 20,498 | $1.19M | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 20,565 | $1.20M | 0.06% | +1,522+8.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 20,644 | $1.20M | 0.02% | +4,662+29.2% | Added |
| Sustainable Insight Capital Management, LLC | 21,000 | $1.22M | 1.23% | +1,900+9.9% | Added |
| Industrial Alliance Investment Management Inc. | 21,003 | $1.22M | 0.03% | +21,003 | New |
| Illinois Municipal Retirement Fund | 21,084 | $1.23M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 21,284 | $1.24M | 0.02% | +8,581+67.6% | Added |
| Mount Yale Investment Advisors, LLC | 21,567 | $1.26M | 0.14% | −2,343−9.8% | Reduced |
| Investment Management Corp of Ontario | 22,509 | $1.31M | 0.05% | +22,509 | New |
| Teachers Retirement System of the State of Kentucky | 22,852 | $1.33M | 0.01% | −357,900−94.0% | Reduced |
| Estate Counselors, LLC | 23,165 | $1.35M | 0.18% | −45−0.2% | Reduced |
| AXS Investments LLC | 23,249 | $1.35M | 0.45% | −2,088−8.2% | Reduced |
| Todd Asset Management LLC | 23,438 | $1.37M | 0.03% | −525,807−95.7% | Reduced |
| HighTower Advisors, LLC | 23,742 | $1.39M | 0.00% | −4,828−16.9% | Reduced |
| Ostrum Asset Management | 24,170 | $1.41M | 0.12% | +24,170 | New |
| Algert Global LLC | 24,726 | $1.44M | 0.07% | +24,726 | New |
| Dean Investment Associates, LLC | 24,886 | $1.45M | 0.23% | +964+4.0% | Added |
| Public Sector Pension Investment Board | 25,003 | $1.46M | 0.01% | −3,700−12.9% | Reduced |
| The PNC Financial Services Group, Inc. | 25,123 | $1.46M | 0.00% | +813+3.3% | Added |
| Rockefeller Capital Management L.P. | 25,221 | $1.47M | 0.01% | +1,877+8.0% | Added |
| Quantbot Technologies LP | 25,239 | $1.47M | 0.10% | +5,141+25.6% | Added |
| Sib LLC | 25,255 | $1.47M | 0.91% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 26,320 | $1.49M | 0.13% | +26,320 | New |
| Gotham Asset Management, LLC | 25,735 | $1.50M | 0.04% | +25,735 | New |