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 |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 490 | $36.3K | 0.00% | +319+186.5% | Added |
| FinTrust Capital Advisors, LLC | 523 | $38.7K | 0.01% | −121−18.8% | Reduced |
| GeoWealth Management, LLC | 538 | $41.0K | 0.00% | +538 | New |
| Financial Management Professionals, Inc. | 593 | $44.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 616 | $45.7K | 0.00% | +124+25.2% | Added |
| Fisher Asset Management, LLC | 629 | $46.6K | 0.00% | +629 | New |
| Cary Street Partner Investment Advisory LLC | 639 | $47.3K | 0.00% | +25+4.1% | Added |
| Strengthening Families & Communities, LLC | 646 | $48.0K | 0.02% | +47+7.8% | Added |
| St Germain D J Co Inc | 680 | $50.4K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 690 | $51.1K | 0.03% | +690 | New |
| General Partner, Inc. | 711 | $51.1K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 694 | $51.4K | 0.05% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 704 | $52.1K | 0.00% | +704 | New |
| Pacific Center for Financial Services | 712 | $52.7K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 779 | $57.7K | 0.03% | −172−18.1% | Reduced |
| Salomon & Ludwin, LLC | 800 | $59.2K | 0.01% | +800 | New |
| Private Trust Co NA | 859 | $63.6K | 0.01% | +172+25.0% | Added |
| Leonteq Securities AG | 871 | $64.5K | 0.01% | +566+185.6% | Added |
| MV Capital Management, Inc. | 872 | $64.6K | 0.01% | +6+0.7% | Added |
| Adirondack Trust Co | 925 | $68.5K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 938 | $69.5K | 0.00% | +89+10.5% | Added |
| Bay Harbor Wealth Management, LLC | 959 | $71.2K | 0.03% | +959 | New |
| West Tower Group, LLC | 1,055 | $78.1K | 0.04% | +674+176.9% | Added |
| Farther Finance Advisors, LLC | 1,177 | $87.2K | 0.01% | +131+12.5% | Added |
| Allworth Financial LP | 1,187 | $87.9K | 0.00% | +26+2.2% | Added |
| Sentry Investment Management LLC | 1,281 | $95.0K | 0.05% | −240−15.8% | Reduced |
| Hexagon Capital Partners LLC | 1,307 | $96.8K | 0.03% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,356 | $100.0K | 0.01% | +207+18.0% | Added |
| Massmutual Trust Co FSB | 1,356 | $100.4K | 0.00% | +34+2.6% | Added |
| Laurion Capital Management LP | 1,415 | $104.8K | 0.00% | −1,520−51.8% | Reduced |
| Quadrant Capital Group LLC | 1,544 | $114.3K | 0.01% | +153+11.0% | Added |
| UniSuper Management Pty Ltd | 1,600 | $118.5K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,645 | $121.8K | 0.11% | −147−8.2% | Reduced |
| TD Private Client Wealth LLC | 1,650 | $122.2K | 0.01% | +179+12.2% | Added |
| Sugarloaf Wealth Management, LLC | 1,695 | $125.5K | 0.03% | +143+9.2% | Added |
| Bokf, NA | 1,961 | $144.3K | 0.00% | +114+6.2% | Added |
| Credit Agricole S A | 2,065 | $152.9K | 0.00% | +2,065 | New |
| Colonial Trust Co | 2,164 | $160.2K | 0.04% | +50+2.4% | Added |
| Glassman Wealth Services | 2,213 | $163.9K | 0.03% | −7−0.3% | Reduced |
| Manchester Capital Management LLC | 2,350 | $174.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 2,362 | $174.9K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,365 | $175.1K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,517 | $186.0K | 0.14% | +506+25.2% | Added |
| Ameritas Investment Partners, Inc. | 2,533 | $187.6K | 0.01% | −217−7.9% | Reduced |
| Global Retirement Partners, LLC | 2,603 | $188.3K | 0.01% | −49−1.8% | Reduced |
| Providence Capital Advisors, LLC | 2,659 | $196.9K | 0.05% | +47+1.8% | Added |
| Huntington National Bank | 2,666 | $197.4K | 0.00% | +40+1.5% | Added |
| Capstone Investment Advisors, LLC | 2,689 | $199.1K | 0.01% | +1,158+75.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,750 | $203.6K | 0.01% | +2,750 | New |
| Planned Solutions, Inc. | 2,757 | $204.2K | 0.12% | −103−3.6% | Reduced |
| FourThought Financial Partners, LLC | 2,768 | $205.0K | 0.03% | −101−3.5% | Reduced |
| AlphaCentric Advisors LLC | 2,775 | $205.5K | 0.12% | −367−11.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,799 | $207.3K | 0.00% | +233+9.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,804 | $207.6K | 0.00% | +2+0.1% | Added |
| Capital Investment Advisors, LLC | 2,804 | $207.7K | 0.01% | +2+0.1% | Added |
| One Wealth Advisors, LLC | 2,814 | $208.4K | 0.05% | +163+6.1% | Added |
| J.W. Cole Advisors, Inc. | 2,836 | $210.0K | 0.02% | +98+3.6% | Added |
| C M Bidwell & Associates Ltd | 2,861 | $211.9K | 0.16% | +1,470+105.7% | Added |
| Westwood Holdings Group Inc. | 2,918 | $216.0K | 0.00% | +2,918 | New |
| Bleakley Financial Group, LLC | 2,929 | $216.9K | 0.01% | −94−3.1% | Reduced |
| Sawtooth Solutions, LLC | 2,929 | $216.9K | 0.01% | −93−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,955 | $218.8K | 0.03% | −2,216−42.9% | Reduced |
| KMG Fiduciary Partners, LLC | 2,981 | $220.8K | 0.03% | +10.0% | Added |
| Legal Advantage Investments, Inc. | 3,000 | $222.2K | 0.16% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 3,000 | $222.2K | 0.12% | 00.0% | Unchanged |
| Argent Trust Co | 3,016 | $223.3K | 0.01% | +204+7.3% | Added |
| Vantage Consulting Group Inc | 3,058 | $226.4K | 0.15% | −340−10.0% | Reduced |
| Syntax Advisors, LLC | 3,058 | $226.4K | 0.20% | −340−10.0% | Reduced |
| Impact Partnership Wealth, LLC | 3,076 | $227.8K | 0.07% | −2,315−42.9% | Reduced |
| Ballentine Partners, LLC | 3,083 | $228.3K | 0.01% | +54+1.8% | Added |
| Voya Financial Advisors, Inc. | 3,067 | $229.3K | 0.03% | +3,067 | New |
| Everhart Financial Group, Inc. | 3,098 | $229.4K | 0.10% | +340+12.3% | Added |
| Wedbush Securities Inc | 3,116 | $231.0K | 0.01% | −569−15.4% | Reduced |
| Riverwater Partners LLC | 3,139 | $232.4K | 0.21% | +3,139 | New |
| Moreno Evelyn V | 3,140 | $232.5K | 0.05% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 3,140 | $232.5K | 0.04% | +3,140 | New |
| Algert Global LLC | 3,154 | $233.6K | 0.01% | −18,531−85.5% | Reduced |
| Rehmann Capital Advisory Group | 3,191 | $236.3K | 0.02% | −918−22.3% | Reduced |
| Optimum Investment Advisors | 3,200 | $237.0K | 0.12% | 00.0% | Unchanged |
| Change Path, LLC | 3,211 | $238.0K | 0.02% | +17+0.5% | Added |
| Ellevest, Inc. | 3,241 | $240.0K | 0.02% | +112+3.6% | Added |
| Smithfield Trust Co | 3,267 | $241.0K | 0.01% | +2,392+273.4% | Added |
| Choate Investment Advisors | 3,294 | $243.9K | 0.01% | +3,294 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,330 | $246.6K | 0.03% | −540−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 3,176 | $247.0K | 0.00% | +393+14.1% | Added |
| USA Financial Portformulas Corp | 3,366 | $249.3K | 0.37% | +843+33.4% | Added |
| Kestra Private Wealth Services, LLC | 3,383 | $250.5K | 0.01% | +72+2.2% | Added |
| Brown Capital Management LLC | 3,399 | $251.7K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 3,407 | $252.3K | 0.09% | −2,313−40.4% | Reduced |
| RFG Advisory, LLC | 3,417 | $253.1K | 0.01% | −832−19.6% | Reduced |
| Aprio Wealth Management, LLC | 3,476 | $257.4K | 0.07% | +680+24.3% | Added |
| Peapack Gladstone Financial Corp | 3,481 | $258.0K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 3,478 | $258.1K | 0.02% | +642+22.6% | Added |
| First Horizon Advisors, Inc. | 3,494 | $258.7K | 0.01% | +22+0.6% | Added |
| EHP Funds Inc. | 3,500 | $259.2K | 0.12% | +3,500 | New |
| Ashton Thomas Private Wealth, LLC | 3,514 | $260.2K | 0.02% | −1,019−22.5% | Reduced |
| Horizon Investments, LLC | 3,518 | $260.5K | 0.01% | −189−5.1% | Reduced |
| Wahed Invest LLC | 3,520 | $260.7K | 0.08% | +328+10.3% | Added |
| Laidlaw Wealth Management LLC | 3,545 | $262.5K | 0.09% | +3,545 | New |
| We Are One Seven, LLC | 3,554 | $263.2K | 0.02% | −2−0.1% | Reduced |