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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 2,795 | $216.1K | 0.21% | +2,795 | New |
| Empower Advisory Group, LLC | 2,764 | $214.7K | 0.00% | +2,764 | New |
| Everhart Financial Group, Inc. | 2,758 | $214.2K | 0.09% | +2,758 | New |
| Ameritas Investment Partners, Inc. | 2,750 | $213.6K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 2,738 | $212.7K | 0.02% | +2,738 | New |
| Graham Capital Management, L.P. | 2,711 | $210.6K | 0.01% | −12,544−82.2% | Reduced |
| Hancock Whitney Corp | 2,701 | $210.0K | 0.01% | −2,528−48.3% | Reduced |
| Keebeck Alpha, LP | 2,669 | $207.3K | 0.20% | +2,669 | New |
| Global Retirement Partners, LLC | 2,652 | $206.0K | 0.01% | +331+14.3% | Added |
| One Wealth Advisors, LLC | 2,651 | $205.9K | 0.04% | −2,968−52.8% | 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 |
| Huntington National Bank | 2,626 | $204.0K | 0.00% | −2,713−50.8% | Reduced |
| Providence Capital Advisors, LLC | 2,612 | $202.9K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,566 | $199.3K | 0.00% | −7−0.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,550 | $198.0K | 0.00% | −1,430−35.9% | Reduced |
| Kapitalo Investimentos Ltda | 2,544 | $197.6K | 0.04% | +2,544 | New |
| USA Financial Portformulas Corp | 2,523 | $196.0K | 0.30% | +2,523 | New |
| Caption Management, LLC | 2,500 | $194.2K | 0.03% | +2,500 | New |
| Barometer Capital Management Inc. | 2,450 | $190.3K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,365 | $183.7K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $183.5K | 0.07% | +2,362 | New |
| Manchester Capital Management LLC | 2,350 | $182.5K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,220 | $172.4K | 0.03% | +18+0.8% | Added |
| Colonial Trust Co | 2,114 | $164.2K | 0.04% | +697+49.2% | Added |
| Ronald Blue Trust, Inc. | 2,783 | $162.0K | 0.00% | −1,528−35.4% | Reduced |
| Covestor Ltd | 2,011 | $156.0K | 0.12% | −1,288−39.0% | Reduced |
| Bokf, NA | 1,847 | $143.5K | 0.00% | −38−2.0% | Reduced |
| Spotlight Asset Group, Inc. | 1,792 | $139.2K | 0.12% | +1,792 | New |
| Ossiam | 1,761 | $136.8K | 0.00% | −2,350−57.2% | Reduced |
| UniSuper Management Pty Ltd | 1,600 | $124.3K | 0.00% | +1,600 | New |
| Centaurus Financial, Inc. | 1,555 | $121.0K | 0.01% | +1,555 | New |
| Sugarloaf Wealth Management, LLC | 1,552 | $120.6K | 0.03% | +60+4.0% | Added |
| Capstone Investment Advisors, LLC | 1,531 | $118.9K | 0.00% | +1,518+11,676.9% | Added |
| Sentry Investment Management LLC | 1,521 | $118.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,471 | $114.3K | 0.00% | +13+0.9% | Added |
| 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 |
| V-Square Quantitative Management LLC | 1,350 | $104.9K | 0.08% | +1,350 | New |
| Massmutual Trust Co FSB | 1,322 | $102.7K | 0.00% | +150+12.8% | Added |
| Hexagon Capital Partners LLC | 1,307 | $101.5K | 0.03% | −18−1.4% | Reduced |
| Allworth Financial LP | 1,161 | $90.2K | 0.00% | −3−0.3% | Reduced |
| Capital Analysts, LLC | 1,149 | $89.0K | 0.00% | −90−7.3% | Reduced |
| Farther Finance Advisors, LLC | 1,046 | $81.3K | 0.02% | +25+2.4% | Added |
| Adirondack Trust Co | 925 | $78.1K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 951 | $73.9K | 0.03% | −25−2.6% | Reduced |
| Spire Wealth Management | 900 | $69.9K | 0.00% | +300+50.0% | Added |
| Desjardins Global Asset Management Inc. | 900 | $69.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 875 | $68.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 866 | $67.3K | 0.01% | −385−30.8% | Reduced |
| Itau Unibanco Holding S.A. | 849 | $66.0K | 0.00% | +849 | New |
| Pacific Center for Financial Services | 712 | $55.3K | 0.02% | 00.0% | Unchanged |
| General Partner, Inc. | 711 | $55.2K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 694 | $53.9K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 687 | $53.4K | 0.01% | −34−4.7% | Reduced |
| St Germain D J Co Inc | 680 | $52.8K | 0.00% | +680 | New |
| Cary Street Partner Investment Advisory LLC | 614 | $47.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 599 | $47.0K | 0.02% | +328+121.0% | Added |
| Financial Management Professionals, Inc. | 593 | $46.0K | 0.01% | +384+183.7% | Added |
| Meitav Dash Investments Ltd | 590 | $45.6K | 0.00% | +590 | New |
| CVA Family Office, LLC | 570 | $44.3K | 0.01% | +5+0.9% | Added |
| Proequities, Inc. | 492 | $38.3K | 0.00% | +217+78.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 483 | $37.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 440 | $34.2K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $33.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $31.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 410 | $31.8K | 0.01% | +203+98.1% | Added |
| International Assets Investment Management, LLC | 20,150 | $31.5K | 0.00% | −48−0.2% | Reduced |
| Ancora Advisors, LLC | 400 | $31.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 396 | $31.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 395 | $30.7K | 0.00% | +115+41.1% | Added |
| West Tower Group, LLC | 381 | $29.6K | 0.02% | +381 | New |
| FinTrust Capital Advisors, LLC | 644 | $29.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 373 | $28.8K | 0.01% | +373 | New |
| Raleigh Capital Management Inc. | 343 | $26.7K | 0.01% | +26+8.2% | Added |
| RFP Financial Group LLC | 335 | $26.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 313 | $24.3K | 0.01% | +22+7.6% | Added |
| Cutler Group LP | 317 | $24.0K | 0.01% | −3,905−92.5% | Reduced |
| Leonteq Securities AG | 305 | $23.7K | 0.00% | −2,339−88.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 302 | $23.5K | 0.00% | −45−13.0% | Reduced |
| Clear Street Markets LLC | 291 | $23.0K | 0.01% | −150−34.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 300 | $23.0K | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 292 | $22.7K | 0.00% | −13−4.3% | Reduced |
| Sandy Spring Bank | 288 | $22.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 285 | $22.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 258 | $20.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 263 | $20.0K | 0.01% | +43+19.5% | Added |
| Carolinas Wealth Consulting LLC | 229 | $17.8K | 0.00% | −85−27.1% | Reduced |
| Sutton Wealth Advisors Inc. | 225 | $17.5K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 220 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 215 | $16.7K | 0.00% | +24+12.6% | Added |
| Community Bank, N.A. | 210 | $16.3K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 210 | $16.0K | 0.01% | +210 | New |
| BDO Wealth Advisors, LLC | 203 | $15.8K | 0.00% | +135+198.5% | Added |
| Creative Financial Designs Inc | 197 | $15.3K | 0.00% | −5,811−96.7% | Reduced |
| Core Alternative Capital | 195 | $15.2K | 0.00% | +16+8.9% | Added |
| Lansing Street Advisors | 191 | $14.8K | 0.01% | +1+0.5% | Added |
| Baystate Wealth Management LLC | 171 | $13.3K | 0.00% | +1+0.6% | Added |
| Westside Investment Management, Inc. | 168 | $13.1K | 0.00% | +1+0.6% | Added |
| Park Place Capital Corp | 164 | $12.7K | 0.00% | 00.0% | Unchanged |