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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 399 | $33.8K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 440 | $34.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 483 | $37.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 492 | $38.3K | 0.00% | +217+78.9% | Added |
| CVA Family Office, LLC | 570 | $44.3K | 0.01% | +5+0.9% | Added |
| Meitav Dash Investments Ltd | 590 | $45.6K | 0.00% | +590 | New |
| Financial Management Professionals, Inc. | 593 | $46.0K | 0.01% | +384+183.7% | Added |
| Strengthening Families & Communities, LLC | 599 | $47.0K | 0.02% | +328+121.0% | Added |
| Cary Street Partner Investment Advisory LLC | 614 | $47.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $52.8K | 0.00% | +680 | New |
| Private Trust Co NA | 687 | $53.4K | 0.01% | −34−4.7% | Reduced |
| Castleview Partners, LLC | 694 | $53.9K | 0.05% | 00.0% | Unchanged |
| General Partner, Inc. | 711 | $55.2K | 0.05% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 712 | $55.3K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 849 | $66.0K | 0.00% | +849 | New |
| MV Capital Management, Inc. | 866 | $67.3K | 0.01% | −385−30.8% | Reduced |
| Smithfield Trust Co | 875 | $68.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 900 | $69.9K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 900 | $69.9K | 0.00% | +300+50.0% | Added |
| Deseret Mutual Benefit Administrators | 951 | $73.9K | 0.03% | −25−2.6% | Reduced |
| Adirondack Trust Co | 925 | $78.1K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,046 | $81.3K | 0.02% | +25+2.4% | Added |
| Capital Analysts, LLC | 1,149 | $89.0K | 0.00% | −90−7.3% | Reduced |
| Allworth Financial LP | 1,161 | $90.2K | 0.00% | −3−0.3% | Reduced |
| Hexagon Capital Partners LLC | 1,307 | $101.5K | 0.03% | −18−1.4% | Reduced |
| Massmutual Trust Co FSB | 1,322 | $102.7K | 0.00% | +150+12.8% | Added |
| V-Square Quantitative Management LLC | 1,350 | $104.9K | 0.08% | +1,350 | New |
| Quadrant Capital Group LLC | 1,391 | $108.1K | 0.01% | +6+0.4% | Added |
| C M Bidwell & Associates Ltd | 1,391 | $108.1K | 0.08% | +1,391 | New |
| TD Private Client Wealth LLC | 1,471 | $114.3K | 0.00% | +13+0.9% | Added |
| Sentry Investment Management LLC | 1,521 | $118.0K | 0.04% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,531 | $118.9K | 0.00% | +1,518+11,676.9% | Added |
| Sugarloaf Wealth Management, LLC | 1,552 | $120.6K | 0.03% | +60+4.0% | Added |
| Centaurus Financial, Inc. | 1,555 | $121.0K | 0.01% | +1,555 | New |
| UniSuper Management Pty Ltd | 1,600 | $124.3K | 0.00% | +1,600 | New |
| Ossiam | 1,761 | $136.8K | 0.00% | −2,350−57.2% | Reduced |
| Spotlight Asset Group, Inc. | 1,792 | $139.2K | 0.12% | +1,792 | New |
| Bokf, NA | 1,847 | $143.5K | 0.00% | −38−2.0% | Reduced |
| Covestor Ltd | 2,011 | $156.0K | 0.12% | −1,288−39.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,783 | $162.0K | 0.00% | −1,528−35.4% | Reduced |
| Colonial Trust Co | 2,114 | $164.2K | 0.04% | +697+49.2% | Added |
| Glassman Wealth Services | 2,220 | $172.4K | 0.03% | +18+0.8% | Added |
| Manchester Capital Management LLC | 2,350 | $182.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $183.5K | 0.07% | +2,362 | New |
| Quent Capital, LLC | 2,365 | $183.7K | 0.03% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 2,450 | $190.3K | 0.05% | 00.0% | Unchanged |
| Caption Management, LLC | 2,500 | $194.2K | 0.03% | +2,500 | New |
| USA Financial Portformulas Corp | 2,523 | $196.0K | 0.30% | +2,523 | New |
| Kapitalo Investimentos Ltda | 2,544 | $197.6K | 0.04% | +2,544 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 2,550 | $198.0K | 0.00% | −1,430−35.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,566 | $199.3K | 0.00% | −7−0.3% | Reduced |
| Providence Capital Advisors, LLC | 2,612 | $202.9K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 2,626 | $204.0K | 0.00% | −2,713−50.8% | Reduced |
| Wexford Capital LP | 2,627 | $204.1K | 0.04% | +2,627 | New |
| Trust Asset Management LLC | 2,627 | $204.1K | 0.02% | +2,627 | New |
| One Wealth Advisors, LLC | 2,651 | $205.9K | 0.04% | −2,968−52.8% | Reduced |
| Global Retirement Partners, LLC | 2,652 | $206.0K | 0.01% | +331+14.3% | Added |
| Keebeck Alpha, LP | 2,669 | $207.3K | 0.20% | +2,669 | New |
| Hancock Whitney Corp | 2,701 | $210.0K | 0.01% | −2,528−48.3% | Reduced |
| Graham Capital Management, L.P. | 2,711 | $210.6K | 0.01% | −12,544−82.2% | Reduced |
| J.W. Cole Advisors, Inc. | 2,738 | $212.7K | 0.02% | +2,738 | New |
| Ameritas Investment Partners, Inc. | 2,750 | $213.6K | 0.01% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,758 | $214.2K | 0.09% | +2,758 | New |
| Empower Advisory Group, LLC | 2,764 | $214.7K | 0.00% | +2,764 | New |
| Kolinsky Wealth Management, LLC | 2,795 | $216.1K | 0.21% | +2,795 | New |
| Cigna Investments Inc | 2,792 | $217.0K | 0.04% | +2,792 | New |
| Aprio Wealth Management, LLC | 2,796 | $217.2K | 0.06% | +2,796 | New |
| Cullen/Frost Bankers, Inc. | 2,802 | $217.7K | 0.00% | −1,279−31.3% | Reduced |
| Capital Investment Advisors, LLC | 2,802 | $217.7K | 0.01% | +2,802 | New |
| Resources Investment Advisors, LLC. | 2,810 | $218.3K | 0.00% | +2,810 | New |
| Argent Trust Co | 2,812 | $218.4K | 0.01% | +2,812 | New |
| Comerica Securities,inc. | 2,836 | $220.8K | 0.02% | +2,836 | New |
| Oversea-Chinese Banking CORP Ltd | 2,843 | $220.8K | 0.01% | +2,843 | New |
| Planned Solutions, Inc. | 2,860 | $222.2K | 0.13% | +2,860 | New |
| FourThought Financial Partners, LLC | 2,869 | $222.9K | 0.03% | +2,869 | New |
| Laurion Capital Management LP | 2,935 | $228.0K | 0.01% | +2,935 | New |
| KMG Fiduciary Partners, LLC | 2,980 | $231.5K | 0.03% | +2,980 | New |
| CSS LLC | 3,000 | $233.0K | 0.02% | −1,000−25.0% | Reduced |
| Union Investments & Development Ltd. | 3,000 | $233.0K | 0.12% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 3,000 | $233.0K | 0.16% | +3,000 | New |
| Wellington Management Group LLP | 3,008 | $233.7K | 0.00% | −1,594−34.6% | Reduced |
| Sawtooth Solutions, LLC | 3,022 | $234.7K | 0.01% | +3,022 | New |
| Bleakley Financial Group, LLC | 3,023 | $234.8K | 0.01% | +3,023 | New |
| Ballentine Partners, LLC | 3,029 | $235.3K | 0.01% | +3,029 | New |
| American Trust | 3,051 | $237.0K | 0.02% | −1,157−27.5% | Reduced |
| Aquatic Capital Management LLC | 3,100 | $241.0K | 0.01% | −5,400−63.5% | Reduced |
| Ellevest, Inc. | 3,129 | $243.1K | 0.02% | +39+1.3% | Added |
| Gitterman Wealth Management, LLC | 3,139 | $243.8K | 0.11% | +3,139 | New |
| Moreno Evelyn V | 3,140 | $243.9K | 0.05% | +3,140 | New |
| AlphaCentric Advisors LLC | 3,142 | $244.1K | 0.14% | +3,142 | New |
| TFB Advisors LLC | 3,186 | $247.5K | 0.11% | +3,186 | New |
| Wahed Invest LLC | 3,192 | $248.0K | 0.09% | +435+15.8% | Added |
| Change Path, LLC | 3,194 | $248.0K | 0.01% | +3,194 | New |
| IFP Advisors, Inc | 8,156 | $248.3K | 0.01% | −683−7.7% | Reduced |
| Optimum Investment Advisors | 3,200 | $248.6K | 0.12% | 00.0% | Unchanged |
| Inceptionr LLC | 3,228 | $250.8K | 0.13% | +3,228 | New |
| Blueshift Asset Management, LLC | 3,243 | $251.9K | 0.10% | +3,243 | New |
| Eads & Heald Wealth Management | 3,259 | $253.0K | 0.12% | +3,259 | New |
| Brown Brothers Harriman & Co | 3,259 | $253.2K | 0.00% | −24−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,311 | $257.2K | 0.01% | +3,311 | New |