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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, Q2 2023

Institutional positions in Pultegroup Inc as of Jun 30, 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
766
+69 vs. Q1 2023
Shares held
201.9M
−5.38M (−2.6%) vs. Q1 2023
Total value
$15.7B
+$3.81B (+32.2%) vs. Q1 2023
New holders
121
236 more added
Sold out
52
300 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 766 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 heldQ2 2023: $15.7B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2023.

Institutions holding PHM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC5$00.00%00.0%Unchanged
Antonetti Capital Management LLC1$780.00%+1New
Fairfield Financial Advisors, LTD2$1480.00%00.0%Unchanged
Evermay Wealth Management LLC5$3900.00%00.0%Unchanged
TFC Financial Management8$6220.00%+8New
25 LLC9$7240.00%00.0%Unchanged
Raffa Wealth Management, LLC11$8540.00%00.0%Unchanged
SkyView Investment Advisors, LLC14$1.00K0.00%+7+100.0%Added
ORG Partners LLC11$1.00K0.00%+11New
North Star Investment Management Corp.16$1.24K0.00%00.0%Unchanged
Motco19$1.48K0.00%+19New
Beacon Capital Management, LLC20$1.55K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$1.56K0.00%00.0%Unchanged
Washington Trust Co21$1.63K0.00%−14−40.0%Reduced
Avion Wealth46$2.00K0.00%+46New
Zions Bancorporation, N.A.26$2.02K0.00%00.0%Unchanged
Venturi Wealth Management, LLC27$2.10K0.00%+27New
Cape Investment Advisory, Inc.29$2.25K0.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.30$2.33K0.00%−8,379−99.6%Reduced
MCF Advisors LLC31$2.41K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC38$2.95K0.00%−5−11.6%Reduced
Vigilant Capital Management, LLC40$3.00K0.00%00.0%Unchanged
Bollard Group LLC40$3.00K0.00%+40New
Versant Capital Management, Inc44$3.42K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC44$3.42K0.00%00.0%Unchanged
Abound Wealth Management48$3.73K0.00%+48New
Clearview Wealth Advisors LLC50$3.88K0.00%+50New
First Capital Advisors Group, LLC.51$3.96K0.00%+51New
Capital Advisors, Ltd. LLC52$4.00K0.00%00.0%Unchanged
TSFG, LLC49$4.00K0.00%00.0%Unchanged
KB Financial Partners, LLC53$4.00K0.00%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)47$4.00K0.00%+37+370.0%Added
West Paces Advisors Inc.53$4.12K0.00%00.0%Unchanged
Red Tortoise LLC54$4.20K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC55$4.27K0.00%−2,800−98.1%Reduced
Harbor Investment Advisory, LLC55$4.27K0.00%+2+3.8%Added
WealthPLAN Partners, LLC56$4.35K0.00%00.0%Unchanged
Global Wealth Strategies & Associates57$4.43K0.00%00.0%Unchanged
Hollencrest Capital Management60$4.66K0.00%00.0%Unchanged
Disciplined Investments, LLC60$4.66K0.00%00.0%Unchanged
ClariVest Asset Management LLC61$5.00K0.00%+18+41.9%Added
SJS Investment Consulting Inc.65$5.05K0.00%+4+6.6%Added
Colonial Trust Advisors67$5.21K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.69$5.36K0.00%+69New
Kayne Anderson Rudnick Investment Management LLC71$5.51K0.00%00.0%Unchanged
Erste Asset Management GmbH80$6.21K0.00%+80New
Lindbrook Capital, LLC87$6.76K0.00%+2+2.4%Added
New Millennium Group LLC89$6.91K0.01%00.0%Unchanged
Liberty One Investment Management, LLC89$6.93K0.00%−186−67.6%Reduced
GW&K Investment Management, LLC87$7.00K0.00%+87New
Brown, Lisle/Cummings, Inc.100$7.77K0.00%00.0%Unchanged
Eagle Bay Advisors LLC107$8.31K0.00%+19+21.6%Added
Moisand Fitzgerald Tamayo, LLC113$8.78K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.115$8.93K0.00%−59−33.9%Reduced
Aspire Private Capital, LLC117$9.09K0.00%00.0%Unchanged
West Oak Capital, LLC125$9.71K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC126$9.79K0.01%00.0%Unchanged
Johnson Financial Group, Inc.127$9.89K0.00%+127New
Sofos Investments, Inc.78$10.1K0.04%+20+34.5%Added
Bell Investment Advisors, Inc149$11.6K0.00%00.0%Unchanged
Nemes Rush Group LLC150$11.7K0.00%+150New
Farmers & Merchants Investments Inc153$11.9K0.00%00.0%Unchanged
Marquette Asset Management, LLC154$12.0K0.00%+154New
Earnest Partners LLC157$12.2K0.00%00.0%Unchanged
AdvisorNet Financial, Inc158$12.3K0.00%+18+12.9%Added
Park Place Capital Corp164$12.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.168$13.1K0.00%+1+0.6%Added
Baystate Wealth Management LLC171$13.3K0.00%+1+0.6%Added
Lansing Street Advisors191$14.8K0.01%+1+0.5%Added
Core Alternative Capital195$15.2K0.00%+16+8.9%Added
Creative Financial Designs Inc197$15.3K0.00%−5,811−96.7%Reduced
BDO Wealth Advisors, LLC203$15.8K0.00%+135+198.5%Added
Steward Financial Group LLC210$16.0K0.01%+210New
Community Bank, N.A.210$16.3K0.00%00.0%Unchanged
Harbour Investments, Inc.215$16.7K0.00%+24+12.6%Added
Lee Financial Co220$17.1K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.225$17.5K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC229$17.8K0.00%−85−27.1%Reduced
Byrne Asset Management LLC263$20.0K0.01%+43+19.5%Added
JFS Wealth Advisors, LLC258$20.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc285$22.2K0.00%00.0%Unchanged
Sandy Spring Bank288$22.4K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC292$22.7K0.00%−13−4.3%Reduced
Clear Street Markets LLC291$23.0K0.01%−150−34.0%Reduced
Benjamin F. Edwards & Company, Inc.300$23.0K0.00%+300New
BOK Financial Private Wealth, Inc.302$23.5K0.00%−45−13.0%Reduced
Leonteq Securities AG305$23.7K0.00%−2,339−88.5%Reduced
Cutler Group LP317$24.0K0.01%−3,905−92.5%Reduced
Parkside Financial Bank & Trust313$24.3K0.01%+22+7.6%Added
RFP Financial Group LLC335$26.0K0.01%00.0%Unchanged
Raleigh Capital Management Inc.343$26.7K0.01%+26+8.2%Added
Coppell Advisory Solutions LLC373$28.8K0.01%+373New
FinTrust Capital Advisors, LLC644$29.3K0.01%00.0%Unchanged
West Tower Group, LLC381$29.6K0.02%+381New
Whittier Trust Co395$30.7K0.00%+115+41.1%Added
Hantz Financial Services, Inc.396$31.0K0.00%00.0%Unchanged
Ancora Advisors, LLC400$31.1K0.00%00.0%Unchanged
International Assets Investment Management, LLC20,150$31.5K0.00%−48−0.2%Reduced
Financial Perspectives, Inc410$31.8K0.01%00.0%Unchanged
Grove Bank & Trust410$31.8K0.01%+203+98.1%Added