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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 5,403 | $419.7K | 0.15% | +5,403 | New |
| Mutual Advisors, LLC | 5,401 | $419.5K | 0.02% | +5,401 | New |
| Impact Partnership Wealth, LLC | 5,391 | $418.8K | 0.15% | +5,391 | New |
| Signaturefd, LLC | 5,370 | $417.1K | 0.01% | −20−0.4% | Reduced |
| Moody National Bank Trust Division | 5,346 | $415.3K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 5,316 | $412.9K | 0.20% | +5,316 | New |
| Concord Asset Management, LLC | 5,276 | $409.8K | 0.14% | +866+19.6% | Added |
| Campbell & CO Investment Adviser LLC | 5,171 | $401.7K | 0.07% | −13,087−71.7% | Reduced |
| Financial Counselors Inc | 5,117 | $397.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 5,059 | $393.0K | 0.02% | +23+0.5% | Added |
| Delphia (USA) Inc. | 5,017 | $389.7K | 0.62% | −3,315−39.8% | Reduced |
| Centiva Capital, LP | 5,007 | $388.9K | 0.02% | −57,045−91.9% | 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 |
| Paragon Capital Management Ltd | 4,962 | $385.4K | 0.08% | −1,408−22.1% | Reduced |
| DoubleLine ETF Adviser LP | 4,854 | $377.1K | 0.14% | +942+24.1% | Added |
| Clarkston Capital Partners, LLC | 4,829 | $375.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,820 | $374.4K | 0.06% | +37+0.8% | Added |
| Belpointe Asset Management LLC | 4,815 | $374.0K | 0.04% | −7,532−61.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,755 | $369.0K | 0.07% | +3,041+177.4% | Added |
| Steward Partners Investment Advisory, LLC | 4,749 | $368.9K | 0.01% | −51−1.1% | Reduced |
| Private Advisor Group, LLC | 4,388 | $367.1K | 0.00% | +4,388 | New |
| Evolution Wealth Advisors, LLC | 4,708 | $365.7K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,707 | $365.6K | 0.02% | +4,707 | New |
| Veritable, L.P. | 4,677 | $363.3K | 0.01% | −42−0.9% | Reduced |
| Schwartz Investment Counsel Inc | 4,650 | $361.2K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,621 | $359.0K | 0.01% | +500+12.1% | Added |
| First National Bank of South Miami | 4,588 | $356.4K | 0.29% | +907+24.6% | Added |
| GW Henssler & Associates Ltd | 4,562 | $354.4K | 0.02% | −2,400−34.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 4,533 | $352.1K | 0.03% | +4,533 | New |
| Smith, Salley & Associates | 4,397 | $341.6K | 0.03% | −436−9.0% | Reduced |
| Blair William & Co | 4,350 | $337.9K | 0.00% | +4,350 | New |
| Family Firm, Inc. | 4,319 | $335.5K | 0.09% | +12+0.3% | Added |
| Stokes Family Office, LLC | 4,288 | $333.1K | 0.04% | +413+10.7% | Added |
| RFG Advisory, LLC | 4,249 | $330.1K | 0.01% | +4,249 | New |
| Central Trust Co | 4,232 | $328.7K | 0.01% | −61−1.4% | Reduced |
| Parallel Advisors, LLC | 4,209 | $327.0K | 0.01% | −49−1.2% | Reduced |
| AIA Group Ltd | 4,164 | $323.5K | 0.02% | +1,025+32.7% | Added |
| Rehmann Capital Advisory Group | 4,109 | $319.2K | 0.03% | +71+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,060 | $315.4K | 0.01% | −356−8.1% | Reduced |
| Patten Group, Inc. | 4,057 | $315.1K | 0.09% | −30−0.7% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 4,039 | $313.8K | 0.09% | −276−6.4% | Reduced |
| Cetera Advisors LLC | 3,993 | $310.2K | 0.00% | −203−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 3,931 | $305.4K | 0.07% | −213−5.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,870 | $300.6K | 0.04% | −3−0.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,863 | $300.1K | 0.01% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 3,834 | $297.8K | 0.37% | −814−17.5% | Reduced |
| Hilltop Holdings Inc. | 3,810 | $296.0K | 0.04% | +3,810 | New |
| Fifth Third Bancorp | 3,740 | $290.5K | 0.00% | +455+13.9% | Added |
| Horizon Investments, LLC | 3,707 | $288.0K | 0.01% | −883−19.2% | Reduced |
| Ascent Group, LLC | 3,329 | $286.3K | 0.03% | +3,329 | New |
| Wedbush Securities Inc | 3,685 | $286.0K | 0.01% | −71−1.9% | Reduced |
| Petrus Trust Company, LTA | 3,668 | $284.9K | 0.03% | +3,668 | New |
| Greenfield Savings Bank | 3,657 | $284.1K | 0.19% | +3,657 | New |
| Coldstream Capital Management Inc | 3,622 | $281.4K | 0.01% | +59+1.7% | Added |
| Community Bank & Trust, Waco, Texas | 3,616 | $281.0K | 0.08% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,556 | $276.2K | 0.03% | −575−13.9% | Reduced |
| Roman Butler Fullerton & Co | 3,353 | $274.8K | 0.13% | +3,353 | New |
| Peapack Gladstone Financial Corp | 3,481 | $270.0K | 0.00% | −1,000−22.3% | Reduced |
| First Horizon Advisors, Inc. | 3,472 | $269.7K | 0.01% | 00.0% | Unchanged |
| Brown Capital Management LLC | 3,399 | $264.0K | 0.00% | +3,399 | New |
| 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 |
| Meeder Advisory Services, Inc. | 3,391 | $263.4K | 0.03% | −244−6.7% | Reduced |
| National Asset Management, Inc. | 3,373 | $262.6K | 0.01% | −60−1.7% | Reduced |
| Kestra Private Wealth Services, LLC | 3,311 | $257.2K | 0.01% | +3,311 | New |
| Brown Brothers Harriman & Co | 3,259 | $253.2K | 0.00% | −24−0.7% | Reduced |
| Eads & Heald Wealth Management | 3,259 | $253.0K | 0.12% | +3,259 | New |
| Blueshift Asset Management, LLC | 3,243 | $251.9K | 0.10% | +3,243 | New |
| Inceptionr LLC | 3,228 | $250.8K | 0.13% | +3,228 | New |
| Optimum Investment Advisors | 3,200 | $248.6K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8,156 | $248.3K | 0.01% | −683−7.7% | Reduced |
| Change Path, LLC | 3,194 | $248.0K | 0.01% | +3,194 | New |
| Wahed Invest LLC | 3,192 | $248.0K | 0.09% | +435+15.8% | Added |
| TFB Advisors LLC | 3,186 | $247.5K | 0.11% | +3,186 | New |
| AlphaCentric Advisors LLC | 3,142 | $244.1K | 0.14% | +3,142 | New |
| Moreno Evelyn V | 3,140 | $243.9K | 0.05% | +3,140 | New |
| Gitterman Wealth Management, LLC | 3,139 | $243.8K | 0.11% | +3,139 | New |
| Ellevest, Inc. | 3,129 | $243.1K | 0.02% | +39+1.3% | Added |
| Aquatic Capital Management LLC | 3,100 | $241.0K | 0.01% | −5,400−63.5% | Reduced |
| American Trust | 3,051 | $237.0K | 0.02% | −1,157−27.5% | Reduced |
| Ballentine Partners, LLC | 3,029 | $235.3K | 0.01% | +3,029 | New |
| Bleakley Financial Group, LLC | 3,023 | $234.8K | 0.01% | +3,023 | New |
| Sawtooth Solutions, LLC | 3,022 | $234.7K | 0.01% | +3,022 | New |
| Wellington Management Group LLP | 3,008 | $233.7K | 0.00% | −1,594−34.6% | Reduced |
| 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 |
| KMG Fiduciary Partners, LLC | 2,980 | $231.5K | 0.03% | +2,980 | New |
| Laurion Capital Management LP | 2,935 | $228.0K | 0.01% | +2,935 | New |
| FourThought Financial Partners, LLC | 2,869 | $222.9K | 0.03% | +2,869 | New |
| Planned Solutions, Inc. | 2,860 | $222.2K | 0.13% | +2,860 | New |
| Oversea-Chinese Banking CORP Ltd | 2,843 | $220.8K | 0.01% | +2,843 | New |
| Comerica Securities,inc. | 2,836 | $220.8K | 0.02% | +2,836 | New |
| Argent Trust Co | 2,812 | $218.4K | 0.01% | +2,812 | New |
| Resources Investment Advisors, LLC. | 2,810 | $218.3K | 0.00% | +2,810 | New |
| Capital Investment Advisors, LLC | 2,802 | $217.7K | 0.01% | +2,802 | New |
| Cullen/Frost Bankers, Inc. | 2,802 | $217.7K | 0.00% | −1,279−31.3% | Reduced |
| Aprio Wealth Management, LLC | 2,796 | $217.2K | 0.06% | +2,796 | New |
| Cigna Investments Inc | 2,792 | $217.0K | 0.04% | +2,792 | New |