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, Q3 2023
Institutional positions in Pultegroup Inc as of Sep 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
- 761
- +4 vs. Q2 2023
- Shares held
- 199.1M
- −1.73M (−0.9%) vs. Q2 2023
- Total value
- $14.9B
- −$717.4M (−4.6%) vs. Q2 2023
- New holders
- 94
- 278 more added
- Sold out
- 90
- 275 more reduced
9 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pultegroup Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| Fairfield Financial Advisors, LTD | 2 | $141 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2 | $149 | 0.00% | +1+100.0% | Added |
| Flaharty Asset Management, LLC | 5 | $370 | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 5 | $372 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $593 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $668 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 12 | $790 | 0.00% | −66−84.6% | Reduced |
| Raffa Wealth Management, LLC | 11 | $815 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 11 | $821 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $963 | 0.00% | −8−38.1% | Reduced |
| SkyView Investment Advisors, LLC | 12 | $1.00K | 0.00% | −2−14.3% | Reduced |
| Bartlett & Co. LLC | 9 | $1.00K | 0.00% | +9 | New |
| Tfo-TDC, LLC | 13 | $1.01K | 0.00% | +13 | New |
| Provence Wealth Management Group | 14 | $1.04K | 0.00% | +14 | New |
| North Star Investment Management Corp. | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $1.41K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $1.85K | 0.00% | −23−47.9% | Reduced |
| Zions Bancorporation, N.A. | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $2.15K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 31 | $2.30K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 34 | $2.52K | 0.00% | −8,825−99.6% | Reduced |
| Trifecta Capital Advisors, LLC | 37 | $2.74K | 0.00% | −1−2.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 39 | $3.00K | 0.00% | −261−87.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 35 | $3.00K | 0.00% | −12−25.5% | Reduced |
| Bollard Group LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 41 | $3.04K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 44 | $3.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 53 | $3.92K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $4.07K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 56 | $4.15K | 0.00% | −11−16.4% | Reduced |
| Global Wealth Strategies & Associates | 57 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 60 | $4.44K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 61 | $4.52K | 0.01% | +61 | New |
| SJS Investment Consulting Inc. | 65 | $4.81K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 65 | $5.00K | 0.00% | +65 | New |
| Caldwell Sutter Capital, Inc. | 69 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 71 | $5.26K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 85 | $6.00K | 0.00% | −2−2.3% | Reduced |
| Marquette Asset Management, LLC | 83 | $6.15K | 0.00% | −71−46.1% | Reduced |
| Lindbrook Capital, LLC | 87 | $6.44K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 88 | $6.54K | 0.00% | −1−1.1% | Reduced |
| New Millennium Group LLC | 89 | $6.59K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $7.41K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 105 | $7.78K | 0.00% | +105 | New |
| JJJ Advisors Inc. | 106 | $7.85K | 0.00% | +106 | New |
| Eagle Bay Advisors LLC | 107 | $7.92K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 113 | $8.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 115 | $8.52K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 126 | $9.33K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 145 | $10.7K | 0.01% | +145 | New |
| Nemes Rush Group LLC | 150 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 153 | $11.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 157 | $11.6K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 164 | $12.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 195 | $14.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 197 | $14.6K | 0.01% | +197 | New |
| Venturi Wealth Management, LLC | 200 | $14.8K | 0.00% | +173+640.7% | Added |
| Steward Financial Group LLC | 211 | $15.0K | 0.00% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 207 | $15.3K | 0.00% | +58+38.9% | Added |
| Community Bank, N.A. | 210 | $15.5K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 220 | $16.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 223 | $16.5K | 0.00% | +65+41.1% | Added |
| Quarry LP | 224 | $16.6K | 0.01% | +224 | New |
| Byrne Asset Management LLC | 263 | $19.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 258 | $19.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 260 | $19.3K | 0.00% | +45+20.9% | Added |
| Sutton Wealth Advisors Inc. | 263 | $19.5K | 0.01% | +38+16.9% | Added |
| Salem Investment Counselors Inc | 285 | $21.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 288 | $21.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $21.6K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 302 | $22.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 332 | $24.6K | 0.00% | +135+68.5% | Added |
| RFP Financial Group LLC | 335 | $24.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 579 | $26.4K | 0.01% | +206+55.2% | Added |
| Parkside Financial Bank & Trust | 390 | $28.9K | 0.01% | +77+24.6% | Added |
| Hantz Financial Services, Inc. | 396 | $29.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 399 | $29.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 400 | $29.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 410 | $30.4K | 0.00% | −490−54.4% | Reduced |
| Grove Bank & Trust | 410 | $30.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 410 | $30.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 410 | $30.4K | 0.00% | +283+222.8% | Added |
| Whittier Trust Co | 428 | $31.7K | 0.00% | +33+8.4% | Added |
| Arlington Partners LLC | 440 | $32.6K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 440 | $32.6K | 0.01% | +440 | New |
| Carolinas Wealth Consulting LLC | 449 | $33.0K | 0.01% | +220+96.1% | Added |
| Erste Asset Management GmbH | 470 | $34.8K | 0.00% | +390+487.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 483 | $35.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 487 | $36.2K | 0.02% | +487 | New |