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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 3,373 | $262.6K | 0.01% | −60−1.7% | Reduced |
| Meeder Advisory Services, Inc. | 3,391 | $263.4K | 0.03% | −244−6.7% | Reduced |
| Vantage Consulting Group Inc | 3,398 | $264.0K | 0.15% | −1,368−28.7% | Reduced |
| Syntax Advisors, LLC | 3,398 | $264.0K | 0.21% | −1,368−28.7% | Reduced |
| Brown Capital Management LLC | 3,399 | $264.0K | 0.00% | +3,399 | New |
| First Horizon Advisors, Inc. | 3,472 | $269.7K | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,481 | $270.0K | 0.00% | −1,000−22.3% | Reduced |
| Roman Butler Fullerton & Co | 3,353 | $274.8K | 0.13% | +3,353 | New |
| We Are One Seven, LLC | 3,556 | $276.2K | 0.03% | −575−13.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,616 | $281.0K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,622 | $281.4K | 0.01% | +59+1.7% | Added |
| Greenfield Savings Bank | 3,657 | $284.1K | 0.19% | +3,657 | New |
| Petrus Trust Company, LTA | 3,668 | $284.9K | 0.03% | +3,668 | New |
| Wedbush Securities Inc | 3,685 | $286.0K | 0.01% | −71−1.9% | Reduced |
| Ascent Group, LLC | 3,329 | $286.3K | 0.03% | +3,329 | New |
| Horizon Investments, LLC | 3,707 | $288.0K | 0.01% | −883−19.2% | Reduced |
| Fifth Third Bancorp | 3,740 | $290.5K | 0.00% | +455+13.9% | Added |
| Hilltop Holdings Inc. | 3,810 | $296.0K | 0.04% | +3,810 | New |
| Watershed Asset Management, L.L.C. | 3,834 | $297.8K | 0.37% | −814−17.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $300.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 3,870 | $300.6K | 0.04% | −3−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,931 | $305.4K | 0.07% | −213−5.1% | Reduced |
| Cetera Advisors LLC | 3,993 | $310.2K | 0.00% | −203−4.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,039 | $313.8K | 0.09% | −276−6.4% | Reduced |
| Patten Group, Inc. | 4,057 | $315.1K | 0.09% | −30−0.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 4,060 | $315.4K | 0.01% | −356−8.1% | Reduced |
| Rehmann Capital Advisory Group | 4,109 | $319.2K | 0.03% | +71+1.8% | Added |
| AIA Group Ltd | 4,164 | $323.5K | 0.02% | +1,025+32.7% | Added |
| Parallel Advisors, LLC | 4,209 | $327.0K | 0.01% | −49−1.2% | Reduced |
| Central Trust Co | 4,232 | $328.7K | 0.01% | −61−1.4% | Reduced |
| RFG Advisory, LLC | 4,249 | $330.1K | 0.01% | +4,249 | New |
| Stokes Family Office, LLC | 4,288 | $333.1K | 0.04% | +413+10.7% | Added |
| Family Firm, Inc. | 4,319 | $335.5K | 0.09% | +12+0.3% | Added |
| Blair William & Co | 4,350 | $337.9K | 0.00% | +4,350 | New |
| Smith, Salley & Associates | 4,397 | $341.6K | 0.03% | −436−9.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,533 | $352.1K | 0.03% | +4,533 | New |
| GW Henssler & Associates Ltd | 4,562 | $354.4K | 0.02% | −2,400−34.5% | Reduced |
| First National Bank of South Miami | 4,588 | $356.4K | 0.29% | +907+24.6% | Added |
| Forum Financial Management, LP | 4,621 | $359.0K | 0.01% | +500+12.1% | Added |
| Schwartz Investment Counsel Inc | 4,650 | $361.2K | 0.02% | 00.0% | Unchanged |
| Veritable, L.P. | 4,677 | $363.3K | 0.01% | −42−0.9% | Reduced |
| Gladstone Institutional Advisory LLC | 4,707 | $365.6K | 0.02% | +4,707 | New |
| Evolution Wealth Advisors, LLC | 4,708 | $365.7K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 4,388 | $367.1K | 0.00% | +4,388 | New |
| Steward Partners Investment Advisory, LLC | 4,749 | $368.9K | 0.01% | −51−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,755 | $369.0K | 0.07% | +3,041+177.4% | Added |
| Belpointe Asset Management LLC | 4,815 | $374.0K | 0.04% | −7,532−61.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,820 | $374.4K | 0.06% | +37+0.8% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $375.1K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 4,854 | $377.1K | 0.14% | +942+24.1% | Added |
| Paragon Capital Management Ltd | 4,962 | $385.4K | 0.08% | −1,408−22.1% | Reduced |
| Connectus Wealth, LLC | 5,000 | $388.4K | 0.01% | 00.0% | Unchanged |
| Shay Capital LLC | 5,000 | $388.4K | 0.14% | +5,000 | New |
| Centiva Capital, LP | 5,007 | $388.9K | 0.02% | −57,045−91.9% | Reduced |
| Delphia (USA) Inc. | 5,017 | $389.7K | 0.62% | −3,315−39.8% | Reduced |
| Wetherby Asset Management Inc | 5,059 | $393.0K | 0.02% | +23+0.5% | Added |
| Financial Counselors Inc | 5,117 | $397.0K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,171 | $401.7K | 0.07% | −13,087−71.7% | Reduced |
| Concord Asset Management, LLC | 5,276 | $409.8K | 0.14% | +866+19.6% | Added |
| L2 Asset Management, LLC | 5,316 | $412.9K | 0.20% | +5,316 | New |
| Moody National Bank Trust Division | 5,346 | $415.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,370 | $417.1K | 0.01% | −20−0.4% | Reduced |
| Impact Partnership Wealth, LLC | 5,391 | $418.8K | 0.15% | +5,391 | New |
| Mutual Advisors, LLC | 5,401 | $419.5K | 0.02% | +5,401 | New |
| Balboa Wealth Partners | 5,403 | $419.7K | 0.15% | +5,403 | New |
| Greenleaf Trust | 5,433 | $422.0K | 0.00% | +116+2.2% | Added |
| Vestcor Inc | 5,444 | $423.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,466 | $424.6K | 0.11% | −24−0.4% | Reduced |
| Patron Partners Advisors, LLC | 5,500 | $427.2K | 0.30% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,534 | $429.9K | 0.03% | +979+21.5% | Added |
| Keebeck Wealth Management, LLC | 5,524 | $430.0K | 0.06% | 00.0% | Unchanged |
| Pitcairn Co | 5,558 | $431.7K | 0.04% | −1,419−20.3% | Reduced |
| Bayesian Capital Management, LP | 5,577 | $433.2K | 0.05% | −624−10.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,586 | $433.9K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,616 | $436.3K | 0.02% | +1,822+48.0% | Added |
| Tocqueville Asset Management L.P. | 5,630 | $437.3K | 0.01% | −584−9.4% | Reduced |
| Schechter Investment Advisors, LLC | 5,661 | $439.7K | 0.04% | −76−1.3% | Reduced |
| River Street Advisors LLC | 5,674 | $440.7K | 0.42% | −145−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 5,697 | $442.5K | 0.01% | −159−2.7% | Reduced |
| Ci Investments Inc. | 5,711 | $444.0K | 0.00% | +4,756+498.0% | Added |
| Denali Advisors LLC | 5,720 | $444.3K | 0.16% | −322−5.3% | Reduced |
| Tactive Advisors, LLC | 5,796 | $450.2K | 0.34% | −2,896−33.3% | Reduced |
| AdvisorShares Investments LLC | 5,868 | $455.8K | 0.13% | +5,868 | New |
| DuPont Capital Management Corp | 5,903 | $458.5K | 0.02% | +3,008+103.9% | Added |
| Moors & Cabot, Inc. | 5,925 | $460.3K | 0.03% | −75−1.3% | Reduced |
| Alps Advisors Inc | 5,942 | $461.6K | 0.00% | +50+0.8% | Added |
| Boston Private Wealth LLC | 5,951 | $462.3K | 0.01% | −926−13.5% | Reduced |
| Tyler-Stone Wealth Management | 5,980 | $465.0K | 0.26% | +5,980 | New |
| M&G Investment Management Ltd | 5,977 | $466.2K | 0.00% | −592−9.0% | Reduced |
| Concord Wealth Partners | 6,118 | $475.2K | 0.10% | +2,683+78.1% | Added |
| CIBC Private Wealth Group, LLC | 6,186 | $480.5K | 0.00% | +150+2.5% | Added |
| Eqis Capital Management, Inc. | 6,218 | $483.0K | 0.05% | +1,087+21.2% | Added |
| Dark Forest Capital Management LP | 6,228 | $483.8K | 0.05% | +3,926+170.5% | Added |
| Integrated Wealth Concepts LLC | 6,341 | $492.6K | 0.01% | +6,341 | New |
| State of Wyoming | 6,489 | $504.1K | 0.15% | +2,515+63.3% | Added |
| First Hawaiian Bank | 6,547 | $508.6K | 0.02% | −2,648−28.8% | Reduced |
| Hanseatic Management Services Inc | 6,584 | $511.0K | 0.94% | +5,861+810.7% | Added |
| Virtus Investment Advisers, Inc. | 6,619 | $514.2K | 0.35% | +6,619 | New |
| La Banque Postale Asset Management SA | 6,642 | $516.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 6,685 | $519.4K | 0.01% | +6,685 | New |