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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 12,216 | $948.9K | 0.05% | −1,739−12.5% | Reduced |
| Advisor Partners II, LLC | 11,816 | $917.9K | 0.04% | +720+6.5% | Added |
| Baird Financial Group, Inc. | 11,759 | $913.4K | 0.00% | −231−1.9% | Reduced |
| Telemus Capital, LLC | 11,206 | $870.5K | 0.07% | −54−0.5% | Reduced |
| Advanced Portfolio Management, LLC | 11,140 | $865.4K | 0.79% | +11,140 | New |
| Saber Capital Managment, LLC | 11,062 | $859.3K | 1.41% | −53−0.5% | Reduced |
| Checchi Capital Advisers, LLC | 10,969 | $852.1K | 0.08% | +411+3.9% | Added |
| New Mexico Educational Retirement Board | 10,938 | $850.0K | 0.04% | +400+3.8% | Added |
| Snowden Capital Advisors LLC | 10,819 | $840.4K | 0.03% | −531−4.7% | Reduced |
| LMR Partners LLP | 10,536 | $818.4K | 0.02% | −661−5.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,514 | $816.7K | 0.14% | −75−0.7% | Reduced |
| Balentine LLC | 10,505 | $816.0K | 0.03% | +627+6.3% | Added |
| Unison Advisors LLC | 10,404 | $809.8K | 0.09% | +27+0.3% | Added |
| Umb Bank N A | 10,361 | $804.8K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,360 | $804.8K | 0.01% | +242+2.4% | Added |
| E. Ohman J:or Asset Management AB | 10,300 | $800.1K | 0.03% | +1,200+13.2% | Added |
| Penserra Capital Management LLC | 10,327 | $800.0K | 0.02% | −93,203−90.0% | Reduced |
| Lakeview Capital Partners, LLC | 10,192 | $791.7K | 0.15% | −110−1.1% | Reduced |
| Kestra Advisory Services, LLC | 10,062 | $781.6K | 0.01% | −4,242−29.7% | Reduced |
| WBI Investments | 10,015 | $778.0K | 0.14% | −4,627−31.6% | 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 |
| Friedenthal Financial | 9,974 | $774.8K | 0.52% | −2,093−17.3% | Reduced |
| Metropolitan Life Insurance Co | 9,727 | $755.6K | 0.04% | −363−3.6% | Reduced |
| MorganRosel Wealth Management, LLC | 9,696 | $753.2K | 0.31% | +9,696 | New |
| UBS Oconnor LLC | 9,441 | $733.4K | 0.02% | −48,152−83.6% | Reduced |
| CoreCap Advisors, LLC | 9,384 | $728.9K | 0.05% | +9,384 | New |
| Pinnacle Associates Ltd | 9,297 | $722.2K | 0.01% | −198−2.1% | Reduced |
| Capula Management Ltd | 9,240 | $717.8K | 0.09% | −4,398−32.2% | Reduced |
| Csenge Advisory Group | 9,239 | $717.7K | 0.05% | +193+2.1% | Added |
| Bradley Foster & Sargent Inc | 9,170 | $712.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9,144 | $710.3K | 0.11% | +1,602+21.2% | Added |
| Corton Capital Inc. | 9,107 | $707.4K | 0.33% | −582−6.0% | Reduced |
| Yorktown Management & Research Co Inc | 9,100 | $706.9K | 0.76% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8,859 | $688.2K | 0.18% | +5+0.1% | Added |
| Clarius Group, LLC | 8,823 | $685.4K | 0.05% | +29+0.3% | Added |
| Monticello Wealth Management, LLC | 8,600 | $668.0K | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 8,525 | $662.2K | 0.01% | −611−6.7% | Reduced |
| APG Asset Management N.V. | 9,274 | $660.3K | 0.00% | −500−5.1% | Reduced |
| Bessemer Group Inc | 8,312 | $646.0K | 0.00% | +2,876+52.9% | Added |
| Power Corp of Canada | 8,286 | $643.7K | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,193 | $636.4K | 0.02% | −19,098−70.0% | Reduced |
| CWM Advisors, LLC | 8,099 | $629.1K | 0.08% | −1,072−11.7% | Reduced |
| Pathstone Family Office, LLC | 8,510 | $628.6K | 0.01% | −1,002−10.5% | Reduced |
| Nebula Research & Development LLC | 8,081 | $627.7K | 0.48% | +8,081 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,013 | $622.0K | 0.05% | −14−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 7,967 | $618.9K | 0.06% | +77+1.0% | Added |
| CWM, LLC | 7,840 | $609.0K | 0.00% | +297+3.9% | Added |
| Cascade Investment Advisors, Inc. | 7,815 | $607.1K | 0.45% | +60+0.8% | Added |
| Verdence Capital Advisors LLC | 7,741 | $601.3K | 0.07% | −2,497−24.4% | Reduced |
| Contravisory Investment Management, Inc. | 7,718 | $599.5K | 0.16% | +132+1.7% | Added |
| Gateway Investment Advisers LLC | 7,639 | $593.4K | 0.01% | −2,020−20.9% | Reduced |
| Occudo Quantitative Strategies LP | 7,637 | $593.2K | 0.06% | +7,637 | New |
| Veriti Management LLC | 7,532 | $585.1K | 0.07% | +710+10.4% | Added |
| Teza Capital Management LLC | 7,419 | $576.3K | 0.09% | +7,419 | New |
| Empirical Finance, LLC | 7,277 | $565.3K | 0.04% | −9,862−57.5% | Reduced |
| HM Payson & Co | 7,183 | $558.0K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 7,148 | $555.3K | 0.01% | −7,247−50.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,041 | $546.9K | 0.01% | −50−0.7% | Reduced |
| Unigestion Holding SA | 6,945 | $537.0K | 0.03% | −1,671−19.4% | Reduced |
| Johnson Investment Counsel Inc | 6,866 | $533.4K | 0.01% | −53−0.8% | Reduced |
| Anchor Investment Management, LLC | 6,851 | $532.2K | 0.07% | −92−1.3% | Reduced |
| Intact Investment Management Inc. | 6,800 | $528.2K | 0.02% | +1,600+30.8% | Added |
| Pinkerton Retirement Specialists, LLC | 6,762 | $525.3K | 0.10% | +6,762 | New |
| Diversified Trust Co | 6,711 | $521.3K | 0.02% | +1,439+27.3% | Added |
| Stratos Wealth Partners, LTD. | 6,685 | $519.4K | 0.01% | +6,685 | New |
| La Banque Postale Asset Management SA | 6,642 | $516.0K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 6,619 | $514.2K | 0.35% | +6,619 | New |
| Hanseatic Management Services Inc | 6,584 | $511.0K | 0.94% | +5,861+810.7% | Added |
| First Hawaiian Bank | 6,547 | $508.6K | 0.02% | −2,648−28.8% | Reduced |
| State of Wyoming | 6,489 | $504.1K | 0.15% | +2,515+63.3% | Added |
| Integrated Wealth Concepts LLC | 6,341 | $492.6K | 0.01% | +6,341 | New |
| Dark Forest Capital Management LP | 6,228 | $483.8K | 0.05% | +3,926+170.5% | Added |
| Eqis Capital Management, Inc. | 6,218 | $483.0K | 0.05% | +1,087+21.2% | Added |
| CIBC Private Wealth Group, LLC | 6,186 | $480.5K | 0.00% | +150+2.5% | Added |
| Concord Wealth Partners | 6,118 | $475.2K | 0.10% | +2,683+78.1% | Added |
| M&G Investment Management Ltd | 5,977 | $466.2K | 0.00% | −592−9.0% | Reduced |
| Tyler-Stone Wealth Management | 5,980 | $465.0K | 0.26% | +5,980 | New |
| Boston Private Wealth LLC | 5,951 | $462.3K | 0.01% | −926−13.5% | Reduced |
| Alps Advisors Inc | 5,942 | $461.6K | 0.00% | +50+0.8% | Added |
| Moors & Cabot, Inc. | 5,925 | $460.3K | 0.03% | −75−1.3% | Reduced |
| DuPont Capital Management Corp | 5,903 | $458.5K | 0.02% | +3,008+103.9% | Added |
| AdvisorShares Investments LLC | 5,868 | $455.8K | 0.13% | +5,868 | New |
| Tactive Advisors, LLC | 5,796 | $450.2K | 0.34% | −2,896−33.3% | Reduced |
| Denali Advisors LLC | 5,720 | $444.3K | 0.16% | −322−5.3% | Reduced |
| Ci Investments Inc. | 5,711 | $444.0K | 0.00% | +4,756+498.0% | Added |
| Oppenheimer Asset Management Inc. | 5,697 | $442.5K | 0.01% | −159−2.7% | Reduced |
| River Street Advisors LLC | 5,674 | $440.7K | 0.42% | −145−2.5% | Reduced |
| Schechter Investment Advisors, LLC | 5,661 | $439.7K | 0.04% | −76−1.3% | Reduced |
| Tocqueville Asset Management L.P. | 5,630 | $437.3K | 0.01% | −584−9.4% | Reduced |
| Profund Advisors LLC | 5,616 | $436.3K | 0.02% | +1,822+48.0% | Added |
| Beacon Investment Advisory Services, Inc. | 5,586 | $433.9K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 5,577 | $433.2K | 0.05% | −624−10.1% | Reduced |
| Pitcairn Co | 5,558 | $431.7K | 0.04% | −1,419−20.3% | Reduced |
| Keebeck Wealth Management, LLC | 5,524 | $430.0K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,534 | $429.9K | 0.03% | +979+21.5% | Added |
| Patron Partners Advisors, LLC | 5,500 | $427.2K | 0.30% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5,466 | $424.6K | 0.11% | −24−0.4% | Reduced |
| Vestcor Inc | 5,444 | $423.0K | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 5,433 | $422.0K | 0.00% | +116+2.2% | Added |