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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 4,719 | $275.0K | 0.00% | −49−1.0% | Reduced |
| Banque Cantonale Vaudoise | 4,712 | $275.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,708 | $274.4K | 0.07% | +208+4.6% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $271.0K | 0.01% | −900−16.2% | Reduced |
| Watershed Asset Management, L.L.C. | 4,648 | $270.9K | 0.33% | −1,023−18.0% | Reduced |
| IFP Advisors, Inc | 8,839 | $268.8K | 0.01% | +124+1.4% | Added |
| Wellington Management Group LLP | 4,602 | $268.2K | 0.00% | −40,524−89.8% | Reduced |
| Horizon Investments, LLC | 4,590 | $267.5K | 0.01% | −3,506−43.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,555 | $265.5K | 0.02% | +4,555 | New |
| Peapack Gladstone Financial Corp | 4,481 | $261.0K | 0.00% | +6+0.1% | Added |
| Interchange Capital Partners, LLC | 4,482 | $259.1K | 0.14% | +4,482 | New |
| Vestmark Advisory Solutions, Inc. | 4,416 | $257.4K | 0.01% | −3,552−44.6% | Reduced |
| Concord Asset Management, LLC | 4,410 | $257.0K | 0.11% | +4,410 | New |
| Bridgefront Capital, LLC | 4,369 | $254.6K | 0.16% | +4,369 | New |
| Scotia Capital Inc. | 4,353 | $253.7K | 0.00% | +4,353 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,315 | $251.5K | 0.08% | +4,315 | New |
| Family Firm, Inc. | 4,307 | $251.0K | 0.07% | +4,307 | New |
| Central Trust Co | 4,293 | $250.2K | 0.01% | +183+4.5% | Added |
| Parallel Advisors, LLC | 4,258 | $248.2K | 0.01% | +1,161+37.5% | Added |
| Stock Yards Bank & Trust Co | 4,228 | $247.0K | 0.01% | +4,228 | New |
| Cutler Group LP | 4,222 | $246.0K | 0.04% | +662+18.6% | Added |
| American Trust | 4,208 | $245.2K | 0.02% | −770−15.5% | Reduced |
| Cetera Advisors LLC | 4,196 | $244.5K | 0.00% | +4,196 | New |
| Moody Aldrich Partners LLC | 4,182 | $243.7K | 0.05% | +4,182 | New |
| Glen Eagle Advisors, LLC | 4,144 | $241.5K | 0.06% | −27−0.6% | Reduced |
| We Are One Seven, LLC | 4,131 | $240.8K | 0.02% | +4,131 | New |
| Forum Financial Management, LP | 4,121 | $240.2K | 0.01% | +4,121 | New |
| Ossiam | 4,111 | $239.6K | 0.00% | +863+26.6% | Added |
| Patten Group, Inc. | 4,087 | $238.2K | 0.07% | −1,139−21.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,081 | $237.8K | 0.00% | +632+18.3% | Added |
| Rehmann Capital Advisory Group | 4,038 | $235.3K | 0.02% | +4,038 | New |
| CSS LLC | 4,000 | $233.1K | 0.02% | −4,000−50.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,980 | $232.0K | 0.00% | −40−1.0% | Reduced |
| State of Wyoming | 3,974 | $231.6K | 0.07% | +3,974 | New |
| DoubleLine ETF Adviser LP | 3,912 | $228.0K | 0.10% | +3,912 | New |
| Stokes Family Office, LLC | 3,875 | $225.9K | 0.03% | +3,875 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,873 | $225.7K | 0.03% | +3,873 | New |
| Nicholas Hoffman & Company, LLC. | 3,863 | $225.1K | 0.02% | +3,863 | New |
| Guardian Wealth Advisors, LLC | 3,838 | $224.6K | 0.04% | −16,936−81.5% | Reduced |
| Profund Advisors LLC | 3,794 | $221.1K | 0.01% | +3,794 | New |
| Wedbush Securities Inc | 3,756 | $219.0K | 0.01% | +3,756 | New |
| First National Bank of South Miami | 3,681 | $214.5K | 0.17% | −560−13.2% | Reduced |
| Meeder Advisory Services, Inc. | 3,635 | $211.9K | 0.02% | −1,065−22.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,616 | $211.0K | 0.07% | +3,616 | New |
| Prelude Capital Management, LLC | 3,571 | $208.1K | 0.01% | +3,571 | New |
| Coldstream Capital Management Inc | 3,563 | $207.7K | 0.01% | +3,563 | New |
| Quinn Opportunity Partners LLC | 3,528 | $205.6K | 0.02% | +3,528 | New |
| First Horizon Advisors, Inc. | 3,472 | $202.3K | 0.01% | +686+24.6% | Added |
| National Asset Management, Inc. | 3,433 | $200.6K | 0.01% | +3,433 | New |
| Concord Wealth Partners | 3,435 | $200.2K | 0.06% | +3,395+8,487.5% | Added |
| Ronald Blue Trust, Inc. | 4,311 | $196.0K | 0.00% | +57+1.3% | Added |
| Covestor Ltd | 3,299 | $192.0K | 0.17% | −614−15.7% | Reduced |
| Fifth Third Bancorp | 3,285 | $191.4K | 0.00% | +238+7.8% | Added |
| Brown Brothers Harriman & Co | 3,283 | $191.3K | 0.00% | +154+4.9% | Added |
| Optimum Investment Advisors | 3,200 | $186.5K | 0.10% | −700−17.9% | Reduced |
| AIA Group Ltd | 3,139 | $182.9K | 0.01% | −503−13.8% | Reduced |
| Ellevest, Inc. | 3,090 | $180.1K | 0.01% | −34−1.1% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $174.8K | 0.10% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,895 | $168.7K | 0.01% | −6,017−67.5% | Reduced |
| ICA Group Wealth Management, LLC | 2,855 | $166.4K | 0.04% | 00.0% | Unchanged |
| Wahed Invest LLC | 2,757 | $160.7K | 0.07% | −179−6.1% | Reduced |
| Ameritas Investment Partners, Inc. | 2,750 | $160.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,321 | $154.3K | 0.01% | −314−11.9% | Reduced |
| Leonteq Securities AG | 2,644 | $154.1K | 0.01% | −16,345−86.1% | Reduced |
| Providence Capital Advisors, LLC | 2,612 | $152.2K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,573 | $150.0K | 0.00% | +50+2.0% | Added |
| Barometer Capital Management Inc. | 2,450 | $142.8K | 0.04% | +2,450 | New |
| Quent Capital, LLC | 2,365 | $137.6K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,350 | $137.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,302 | $134.2K | 0.03% | +2,302 | New |
| Glassman Wealth Services | 2,202 | $128.3K | 0.02% | +6+0.3% | Added |
| TD Waterhouse Canada Inc. | 2,149 | $126.8K | 0.00% | +1,884+710.9% | Added |
| Bokf, NA | 1,885 | $109.9K | 0.00% | +1,885 | New |
| Harvest Fund Management Co., Ltd | 1,714 | $100.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,633 | $95.2K | 0.00% | −198−10.8% | Reduced |
| Sentry Investment Management LLC | 1,521 | $89.0K | 0.04% | −79−4.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,492 | $87.0K | 0.02% | −47,406−96.9% | Reduced |
| TD Private Client Wealth LLC | 1,458 | $85.0K | 0.00% | +27+1.9% | Added |
| Colonial Trust Co | 1,417 | $82.6K | 0.02% | −22−1.5% | Reduced |
| Quadrant Capital Group LLC | 1,385 | $80.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,325 | $77.2K | 0.02% | −6−0.5% | Reduced |
| MV Capital Management, Inc. | 1,251 | $72.9K | 0.01% | +1,220+3,935.5% | Added |
| Capital Analysts, LLC | 1,239 | $72.0K | 0.00% | −1,442−53.8% | Reduced |
| Massmutual Trust Co FSB | 1,172 | $68.3K | 0.00% | +203+20.9% | Added |
| Allworth Financial LP | 1,164 | $67.8K | 0.00% | +43+3.8% | Added |
| Farther Finance Advisors, LLC | 1,021 | $59.5K | 0.02% | +6+0.6% | Added |
| Gradient Investments LLC | 1,000 | $58.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 976 | $56.9K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 955 | $56.0K | 0.00% | +74+8.4% | Added |
| Adirondack Trust Co | 925 | $53.9K | 0.03% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 900 | $52.0K | 0.01% | +900 | New |
| Smithfield Trust Co | 875 | $50.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 721 | $42.0K | 0.01% | −34−4.5% | Reduced |
| Hanseatic Management Services Inc | 723 | $42.0K | 0.09% | +723 | New |
| Pacific Center for Financial Services | 712 | $41.5K | 0.01% | +712 | New |
| General Partner, Inc. | 711 | $41.1K | 0.04% | 00.0% | Unchanged |
| Castleview Partners, LLC | 694 | $40.4K | 0.04% | −408−37.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 614 | $35.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $35.0K | 0.00% | −879−59.4% | Reduced |
| CVA Family Office, LLC | 565 | $32.9K | 0.01% | 00.0% | Unchanged |