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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 6,711 | $521.3K | 0.02% | +1,439+27.3% | Added |
| Pinkerton Retirement Specialists, LLC | 6,762 | $525.3K | 0.10% | +6,762 | New |
| Intact Investment Management Inc. | 6,800 | $528.2K | 0.02% | +1,600+30.8% | Added |
| Anchor Investment Management, LLC | 6,851 | $532.2K | 0.07% | −92−1.3% | Reduced |
| Johnson Investment Counsel Inc | 6,866 | $533.4K | 0.01% | −53−0.8% | Reduced |
| Unigestion Holding SA | 6,945 | $537.0K | 0.03% | −1,671−19.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,041 | $546.9K | 0.01% | −50−0.7% | Reduced |
| Intech Investment Management LLC | 7,148 | $555.3K | 0.01% | −7,247−50.3% | Reduced |
| HM Payson & Co | 7,183 | $558.0K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 7,277 | $565.3K | 0.04% | −9,862−57.5% | Reduced |
| Teza Capital Management LLC | 7,419 | $576.3K | 0.09% | +7,419 | New |
| Veriti Management LLC | 7,532 | $585.1K | 0.07% | +710+10.4% | Added |
| Occudo Quantitative Strategies LP | 7,637 | $593.2K | 0.06% | +7,637 | New |
| Gateway Investment Advisers LLC | 7,639 | $593.4K | 0.01% | −2,020−20.9% | Reduced |
| Contravisory Investment Management, Inc. | 7,718 | $599.5K | 0.16% | +132+1.7% | Added |
| Verdence Capital Advisors LLC | 7,741 | $601.3K | 0.07% | −2,497−24.4% | Reduced |
| Cascade Investment Advisors, Inc. | 7,815 | $607.1K | 0.45% | +60+0.8% | Added |
| CWM, LLC | 7,840 | $609.0K | 0.00% | +297+3.9% | Added |
| Transcend Wealth Collective, LLC | 7,967 | $618.9K | 0.06% | +77+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 8,013 | $622.0K | 0.05% | −14−0.2% | Reduced |
| Nebula Research & Development LLC | 8,081 | $627.7K | 0.48% | +8,081 | New |
| Pathstone Family Office, LLC | 8,510 | $628.6K | 0.01% | −1,002−10.5% | Reduced |
| CWM Advisors, LLC | 8,099 | $629.1K | 0.08% | −1,072−11.7% | Reduced |
| Vident Investment Advisory, LLC | 8,193 | $636.4K | 0.02% | −19,098−70.0% | Reduced |
| Power Corp of Canada | 8,286 | $643.7K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,312 | $646.0K | 0.00% | +2,876+52.9% | Added |
| APG Asset Management N.V. | 9,274 | $660.3K | 0.00% | −500−5.1% | Reduced |
| Advisors Asset Management, Inc. | 8,525 | $662.2K | 0.01% | −611−6.7% | Reduced |
| Monticello Wealth Management, LLC | 8,600 | $668.0K | 0.07% | 00.0% | Unchanged |
| Clarius Group, LLC | 8,823 | $685.4K | 0.05% | +29+0.3% | Added |
| Laffer Tengler Investments | 8,859 | $688.2K | 0.18% | +5+0.1% | Added |
| Yorktown Management & Research Co Inc | 9,100 | $706.9K | 0.76% | 00.0% | Unchanged |
| Corton Capital Inc. | 9,107 | $707.4K | 0.33% | −582−6.0% | Reduced |
| Atlas Capital Advisors LLC | 9,144 | $710.3K | 0.11% | +1,602+21.2% | Added |
| Bradley Foster & Sargent Inc | 9,170 | $712.3K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 9,239 | $717.7K | 0.05% | +193+2.1% | Added |
| Capula Management Ltd | 9,240 | $717.8K | 0.09% | −4,398−32.2% | Reduced |
| Pinnacle Associates Ltd | 9,297 | $722.2K | 0.01% | −198−2.1% | Reduced |
| CoreCap Advisors, LLC | 9,384 | $728.9K | 0.05% | +9,384 | New |
| UBS Oconnor LLC | 9,441 | $733.4K | 0.02% | −48,152−83.6% | Reduced |
| MorganRosel Wealth Management, LLC | 9,696 | $753.2K | 0.31% | +9,696 | New |
| Metropolitan Life Insurance Co | 9,727 | $755.6K | 0.04% | −363−3.6% | Reduced |
| Friedenthal Financial | 9,974 | $774.8K | 0.52% | −2,093−17.3% | Reduced |
| Washington Capital Management Inc | 10,000 | $776.8K | 0.66% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $776.8K | 0.11% | 00.0% | Unchanged |
| WBI Investments | 10,015 | $778.0K | 0.14% | −4,627−31.6% | Reduced |
| Kestra Advisory Services, LLC | 10,062 | $781.6K | 0.01% | −4,242−29.7% | Reduced |
| Lakeview Capital Partners, LLC | 10,192 | $791.7K | 0.15% | −110−1.1% | Reduced |
| Penserra Capital Management LLC | 10,327 | $800.0K | 0.02% | −93,203−90.0% | Reduced |
| E. Ohman J:or Asset Management AB | 10,300 | $800.1K | 0.03% | +1,200+13.2% | Added |
| Beacon Pointe Advisors, LLC | 10,360 | $804.8K | 0.01% | +242+2.4% | Added |
| Umb Bank N A | 10,361 | $804.8K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,404 | $809.8K | 0.09% | +27+0.3% | Added |
| Balentine LLC | 10,505 | $816.0K | 0.03% | +627+6.3% | Added |
| Institute for Wealth Management, LLC. | 10,514 | $816.7K | 0.14% | −75−0.7% | Reduced |
| LMR Partners LLP | 10,536 | $818.4K | 0.02% | −661−5.9% | Reduced |
| Snowden Capital Advisors LLC | 10,819 | $840.4K | 0.03% | −531−4.7% | Reduced |
| New Mexico Educational Retirement Board | 10,938 | $850.0K | 0.04% | +400+3.8% | Added |
| Checchi Capital Advisers, LLC | 10,969 | $852.1K | 0.08% | +411+3.9% | Added |
| Saber Capital Managment, LLC | 11,062 | $859.3K | 1.41% | −53−0.5% | Reduced |
| Advanced Portfolio Management, LLC | 11,140 | $865.4K | 0.79% | +11,140 | New |
| Telemus Capital, LLC | 11,206 | $870.5K | 0.07% | −54−0.5% | Reduced |
| Baird Financial Group, Inc. | 11,759 | $913.4K | 0.00% | −231−1.9% | Reduced |
| Advisor Partners II, LLC | 11,816 | $917.9K | 0.04% | +720+6.5% | Added |
| Metis Global Partners, LLC | 12,216 | $948.9K | 0.05% | −1,739−12.5% | Reduced |
| Inlet Private Wealth, LLC | 12,300 | $955.5K | 0.24% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,317 | $956.8K | 0.05% | −422−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 11,328 | $961.0K | 0.02% | +2,288+25.3% | Added |
| Baker Avenue Asset Management, LP | 12,400 | $963.2K | 0.05% | +876+7.6% | Added |
| US Bancorp | 12,460 | $967.9K | 0.00% | −11−0.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,542 | $974.3K | 0.01% | −7,060−36.0% | Reduced |
| Savant Capital, LLC | 12,680 | $985.0K | 0.02% | +949+8.1% | Added |
| XTX Topco Ltd | 12,867 | $999.5K | 0.18% | +12,867 | New |
| MAI Capital Management | 12,870 | $999.8K | 0.01% | −268−2.0% | Reduced |
| Ieq Capital, LLC | 13,062 | $1.01M | 0.02% | +1,237+10.5% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $1.02M | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 13,178 | $1.02M | 0.01% | +11,545+707.0% | Added |
| Machina Capital S.A.S. | 13,190 | $1.02M | 0.58% | +6,995+112.9% | Added |
| Jupiter Wealth Management LLC | 13,200 | $1.03M | 0.88% | +7,500+131.6% | Added |
| True Wealth Design, LLC | 13,248 | $1.03M | 0.38% | −1,082−7.6% | Reduced |
| Sciencast Management LP | 13,734 | $1.03M | 0.84% | +13,734 | New |
| Engineers Gate Manager LP | 13,458 | $1.05M | 0.04% | −3,977−22.8% | Reduced |
| Phoenix Holdings Ltd. | 13,521 | $1.05M | 0.02% | +1,030+8.2% | Added |
| Prime Capital Investment Advisors, LLC | 13,649 | $1.06M | 0.02% | +13,649 | New |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.07M | 0.48% | −79−0.6% | Reduced |
| Cerity Partners LLC | 13,749 | $1.07M | 0.00% | +502+3.8% | Added |
| Louisiana State Employees Retirement System | 13,800 | $1.07M | 0.02% | −900−6.1% | Reduced |
| Centennial Bank | 13,971 | $1.09M | 0.73% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 14,501 | $1.13M | 0.02% | +9,100+168.5% | Added |
| Glenmede Trust Co NA | 19,852 | $1.16M | 0.01% | 00.0% | Unchanged |
| Mastrapasqua Asset Management Inc | 15,270 | $1.19M | 0.13% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,323 | $1.19M | 0.02% | −410,289−96.4% | Reduced |
| Winton Group Ltd | 15,814 | $1.23M | 0.10% | −13,417−45.9% | Reduced |
| M&T Bank Corp | 15,876 | $1.23M | 0.00% | +773+5.1% | Added |
| Hartford Investment Management Co | 15,993 | $1.24M | 0.05% | −3,426−17.6% | Reduced |
| Prelude Capital Management, LLC | 16,293 | $1.27M | 0.11% | +12,722+356.3% | Added |
| Cetera Advisor Networks LLC | 16,395 | $1.27M | 0.01% | +164+1.0% | Added |
| Range Financial Group LLC | 16,613 | $1.29M | 0.82% | +16,613 | New |
| Banque Cantonale Vaudoise | 16,912 | $1.31M | 0.06% | +12,200+258.9% | Added |
| Maryland State Retirement & Pension System | 16,933 | $1.32M | 0.03% | −1,264−6.9% | Reduced |