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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.

Q3 2023 vs. Q2 2023

How the institutions holding Pultegroup Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of PHM: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders7669761+4
Shares201.9M1.12M199.1M−1.73M (−0.9%)
Value$15.7B$87.1M$14.9B−$717.4M (−4.6%)

9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (94)

Institutions that held Pultegroup Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to PHM in Q3 2023
InstitutionSharesValue% of portfolio
Pictet Asset Management Holding SA801,363$59.3M0.07%
Jupiter Asset Management Ltd644,992$47.8M0.53%
Candlestick Capital Management LP435,643$32.3M1.28%
QRG Capital Management, Inc.374,582$27.7M0.48%
Dana Investment Advisors, Inc.285,188$21.1M1.08%
Renaissance Technologies LLC257,067$19.0M0.03%
Qube Research & Technologies Ltd246,647$18.3M0.05%
Prana Capital Management, LP180,696$13.4M0.87%
Comerica Bank89,440$6.62M0.03%
Wealth Enhancement Advisory Services, LLC60,829$4.50M0.01%
FORA Capital, LLC56,721$4.20M0.37%
Gates Foundation TrustSuperinvestorGates Foundation Trust53,500$3.96M0.01%
Shayne & Co., LLC44,719$3.31M1.10%
Arete Wealth Advisors, LLC32,551$2.41M0.42%
Quantitative Investment Management, LLC31,926$2.36M0.36%
Jetstream Capital LLC30,000$2.22M4.58%
GTS Securities LLC29,519$2.19M0.05%
FJ Capital Management LLC26,832$1.99M0.22%
IFG Advisory, LLC26,737$1.98M0.17%
Summit Global Investments23,529$1.74M0.12%
Y-Intercept (Hong Kong) Ltd20,881$1.55M0.15%
Seven Eight Capital, LP17,724$1.31M0.15%
Caxton Associates LP17,445$1.29M0.18%
Donoghue Forlines LLC16,176$1.20M0.43%
Trustmark National Bank Trust Department15,799$1.17M0.12%
Dean Capital Management14,328$1.06M0.79%
Versor Investments LP13,300$984.9K0.20%
JT Stratford LLC10,666$789.8K0.20%
Dai-Ichi Life Insurance Company, Ltd10,631$787.2K0.02%
Outlook Wealth Advisors, LLC10,163$752.6K0.29%
Cypress Capital Group9,765$723.1K0.10%
Strategic Investment Advisors9,757$722.5K0.12%
Vident Advisory, LLC9,412$697.0K0.02%
CenterBook Partners LP8,940$662.0K0.08%
Everence Capital Management Inc8,540$632.0K0.05%
Envestnet Portfolio Solutions, Inc.8,123$601.5K0.00%
Petra Financial Advisors Inc7,887$584.0K0.49%
Stevens Capital Management LP7,395$548.0K0.16%
Carolina Wealth Advisors, LLC7,324$542.3K0.31%
Strategy Asset Managers LLC7,093$525.2K0.14%
Private Advisory Group LLC6,845$506.9K0.10%
Tudor Investment Corp Et Al6,500$481.3K0.01%
Neo Ivy Capital Management6,476$480.0K0.21%
Echo Street Capital Management LLC6,029$446.4K0.00%
Banco Santander, S.A.6,018$445.6K0.01%
Lido Advisors, LLC5,961$441.4K0.00%
Moloney Securities Asset Management, LLC5,391$399.2K0.07%
Sherbrooke Park Advisers LLC5,388$399.0K0.13%
MQS Management LLC5,235$387.7K0.24%
FDx Advisors, Inc.5,186$384.0K0.03%
Oak Thistle LLC4,952$366.7K0.11%
Syon Capital LLC4,818$356.8K0.04%
NBC Securities, Inc.4,766$352.0K0.04%
Cipher Capital LP4,519$334.6K0.24%
Atria Wealth Solutions, Inc.4,485$332.1K0.00%
Diametric Capital, LP4,460$330.3K0.14%
Richard W. Paul & Associates, LLC4,350$322.1K0.15%
United Community Bank4,273$316.4K0.16%
Quantbot Technologies LP4,193$310.5K0.02%
Asahi Life Asset Management Co., Ltd.4,030$298.4K0.10%
Hazelview Securities Inc.3,900$285.6K0.05%
Precision Wealth Strategies, LLC3,712$274.9K0.30%
Tectonic Advisors LLC3,703$274.2K0.03%
Laidlaw Wealth Management LLC3,545$262.5K0.09%
EHP Funds Inc.3,500$259.2K0.12%
Choate Investment Advisors3,294$243.9K0.01%
Fund Management at Engine No. 1 LLC3,140$232.5K0.04%
Riverwater Partners LLC3,139$232.4K0.21%
Voya Financial Advisors, Inc.3,067$229.3K0.03%
Westwood Holdings Group Inc.2,918$216.0K0.00%
Meiji Yasuda Asset Management Co Ltd.2,750$203.6K0.01%
Credit Agricole S A2,065$152.9K0.00%
Bay Harbor Wealth Management, LLC959$71.2K0.03%
Salomon & Ludwin, LLC800$59.2K0.01%
Altshuler Shaham Ltd704$52.1K0.00%
AllSquare Wealth Management LLC690$51.1K0.03%
Fisher Asset Management, LLC629$46.6K0.00%
GeoWealth Management, LLC538$41.0K0.00%
Annis Gardner Whiting Capital Advisors, LLC487$36.2K0.02%
Arlington Trust Co LLC440$32.6K0.01%
Quarry LP224$16.6K0.01%
CNB Bank197$14.6K0.01%
Macroview Investment Management LLC145$10.7K0.01%
JJJ Advisors Inc.106$7.85K0.00%
FIL Ltd105$7.78K0.00%
AlphaMark Advisors, LLC65$5.00K0.00%
LGT Financial Advisors LLC61$4.52K0.01%
Householder Group Estate & Retirement Specialist, LLC41$3.04K0.00%
Provence Wealth Management Group14$1.04K0.00%
Tfo-TDC, LLC13$1.01K0.00%
Bartlett & Co. LLC9$1.00K0.00%
Bartlett & Co. Wealth Management LLC9$6680.00%
Flaharty Asset Management, LLC5$3700.00%
WestEnd Advisors, LLC1$740.00%

Sold out (90)

Institutions that held Pultegroup Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of PHM in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Premier Fund Managers Ltd550,000$42.5M
Point72 Asset Management, L.P.303,931$23.6M
Engle Capital Management, L.P.237,000$18.4M
Andra AP-fonden210,000$16.3M
Goodman Financial Corp151,837$11.8M
Brookfield Asset Management Inc.150,846$11.7M
Woodline Partners LP150,191$11.7M
Healthcare of Ontario Pension Plan Trust Fund127,000$9.87M
Beach Investment Counsel Inc110,671$8.60M
United Capital Management of KS, Inc.100,730$7.82M
Trexquant Investment LP99,964$7.77M
Weiss Multi-Strategy Advisers LLC74,586$5.79M
Kessler Investment Group, LLC72,566$5.64M
CX Institutional70,815$5.50M
EAM Global Investors LLC69,450$5.39M
Marshall Wace, LLP52,250$4.06M
Clark Estates Inc51,500$4.00M
HRT Financial LP50,139$3.89M
TCW Group Inc46,708$3.63M
Susquehanna Fundamental Investments, LLC38,652$3.00M
Ergoteles LLC33,440$2.60M
Ingalls & Snyder LLC21,312$1.66M
Boothbay Fund Management, LLC19,514$1.52M
Investment Management Corp of Ontario19,035$1.48M
Walleye Capital LLC15,323$1.19M
Prime Capital Investment Advisors, LLC13,649$1.06M
Engineers Gate Manager LP13,458$1.05M
Sciencast Management LP13,734$1.03M
Machina Capital S.A.S.13,190$1.02M
XTX Topco Ltd12,867$999.5K
Advanced Portfolio Management, LLC11,140$865.4K
LMR Partners LLP10,536$818.4K
WBI Investments10,015$778.0K
UBS Oconnor LLC9,441$733.4K
Capula Management Ltd9,240$717.8K
Corton Capital Inc.9,107$707.4K
Vident Investment Advisory, LLC8,193$636.4K
Nebula Research & Development LLC8,081$627.7K
Occudo Quantitative Strategies LP7,637$593.2K
Teza Capital Management LLC7,419$576.3K
Unigestion Holding SA6,945$537.0K
Pinkerton Retirement Specialists, LLC6,762$525.3K
Diversified Trust Co6,711$521.3K
M&G Investment Management Ltd5,977$466.2K
DuPont Capital Management Corp5,903$458.5K
Tactive Advisors, LLC5,796$450.2K
Bayesian Capital Management, LP5,577$433.2K
Balboa Wealth Partners5,403$419.7K
Mutual Advisors, LLC5,401$419.5K
Delphia (USA) Inc.5,017$389.7K
Shay Capital LLC5,000$388.4K
Belpointe Asset Management LLC4,815$374.0K
Gladstone Institutional Advisory LLC4,707$365.6K
Veritable, L.P.4,677$363.3K
GW Henssler & Associates Ltd4,562$354.4K
AIA Group Ltd4,164$323.5K
Vestmark Advisory Solutions, Inc.4,060$315.4K
Hilltop Holdings Inc.3,810$296.0K
Petrus Trust Company, LTA3,668$284.9K
Community Bank & Trust, Waco, Texas3,616$281.0K
Meeder Advisory Services, Inc.3,391$263.4K
Eads & Heald Wealth Management3,259$253.0K
Inceptionr LLC3,228$250.8K
TFB Advisors LLC3,186$247.5K
Gitterman Wealth Management, LLC3,139$243.8K
Aquatic Capital Management LLC3,100$241.0K
American Trust3,051$237.0K
Wellington Management Group LLP3,008$233.7K
Resources Investment Advisors, LLC.2,810$218.3K
Cigna Investments Inc2,792$217.0K
Kolinsky Wealth Management, LLC2,795$216.1K
Empower Advisory Group, LLC2,764$214.7K
Graham Capital Management, L.P.2,711$210.6K
Hancock Whitney Corp2,701$210.0K
Wexford Capital LP2,627$204.1K
Trust Asset Management LLC2,627$204.1K
Bank Julius Baer & Co. Ltd, Zurich2,550$198.0K
Barometer Capital Management Inc.2,450$190.3K
Ossiam1,761$136.8K
Centaurus Financial, Inc.1,555$121.0K
Meitav Dash Investments Ltd590$45.6K
CVA Family Office, LLC570$44.3K
International Assets Investment Management, LLC20,150$31.5K
Clear Street Markets LLC291$23.0K
Westside Investment Management, Inc.168$13.1K
Disciplined Investments, LLC60$4.66K
WealthPLAN Partners, LLC56$4.35K
ICA Group Wealth Management, LLC55$4.27K
Clearview Wealth Advisors LLC50$3.88K
25 LLC9$724

Not filed for Q3 2023 yet (9)

Institutions that held Pultegroup Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PHM in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA992,615$77.1M
EA Series Trust71,113$5.52M
Kames Capital plc28,039$2.18M
Efg Capital International Corp.24,033$1.87M
First National Bank of South Miami4,588$356.4K
BDO Wealth Advisors, LLC203$15.8K
Lansing Street Advisors191$14.8K
First Capital Advisors Group, LLC.51$3.96K
Vigilant Capital Management, LLC40$3.00K