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 |
|---|---|---|---|---|---|
| Watershed Asset Management, L.L.C. | 3,583 | $265.3K | 0.32% | −251−6.5% | Reduced |
| Ascent Group, LLC | 3,291 | $266.3K | 0.03% | −38−1.1% | Reduced |
| Coldstream Capital Management Inc | 3,633 | $269.0K | 0.01% | +11+0.3% | Added |
| State of Wyoming | 3,644 | $269.8K | 0.06% | −2,845−43.8% | Reduced |
| Tectonic Advisors LLC | 3,703 | $274.2K | 0.03% | +3,703 | New |
| Precision Wealth Strategies, LLC | 3,712 | $274.9K | 0.30% | +3,712 | New |
| V-Square Quantitative Management LLC | 3,823 | $283.1K | 0.12% | +2,473+183.2% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 3,832 | $283.8K | 0.08% | −207−5.1% | Reduced |
| Advisors Asset Management, Inc. | 3,837 | $284.1K | 0.01% | −4,688−55.0% | Reduced |
| Hazelview Securities Inc. | 3,900 | $285.6K | 0.05% | +3,900 | New |
| Nicholas Hoffman & Company, LLC. | 3,863 | $286.1K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,931 | $291.1K | 0.07% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,933 | $291.2K | 0.15% | +3,590+1,046.6% | Added |
| Balyasny Asset Management LLC | 3,999 | $296.1K | 0.00% | −123,437−96.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,000 | $296.2K | 0.33% | −5,100−56.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,030 | $298.4K | 0.10% | +4,030 | New |
| Patten Group, Inc. | 4,057 | $300.4K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,129 | $305.8K | 0.00% | −1,813−30.5% | Reduced |
| Power Corp of Canada | 4,143 | $306.8K | 0.02% | −4,143−50.0% | Reduced |
| CoreCap Advisors, LLC | 4,156 | $307.8K | 0.02% | −5,228−55.7% | Reduced |
| Quantbot Technologies LP | 4,193 | $310.5K | 0.02% | +4,193 | New |
| Intact Investment Management Inc. | 4,200 | $311.0K | 0.01% | −2,600−38.2% | Reduced |
| Parallel Advisors, LLC | 4,224 | $312.8K | 0.01% | +15+0.4% | Added |
| Central Trust Co | 4,232 | $313.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 4,273 | $316.4K | 0.16% | +4,273 | New |
| Family Firm, Inc. | 4,328 | $320.5K | 0.09% | +9+0.2% | Added |
| Richard W. Paul & Associates, LLC | 4,350 | $322.1K | 0.15% | +4,350 | New |
| Stokes Family Office, LLC | 4,366 | $323.3K | 0.04% | +78+1.8% | Added |
| Smith, Salley & Associates | 4,391 | $325.2K | 0.02% | −6−0.1% | Reduced |
| Profund Advisors LLC | 4,402 | $326.0K | 0.02% | −1,214−21.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 4,456 | $330.0K | 0.02% | +1,613+56.7% | Added |
| Diametric Capital, LP | 4,460 | $330.3K | 0.14% | +4,460 | New |
| National Asset Management, Inc. | 4,472 | $331.9K | 0.01% | +1,099+32.6% | Added |
| Atria Wealth Solutions, Inc. | 4,485 | $332.1K | 0.00% | +4,485 | New |
| Keebeck Alpha, LP | 4,509 | $333.9K | 0.33% | +1,840+68.9% | Added |
| Cipher Capital LP | 4,519 | $334.6K | 0.24% | +4,519 | New |
| Greenfield Savings Bank | 4,539 | $336.1K | 0.21% | +882+24.1% | Added |
| Forum Financial Management, LP | 4,621 | $342.2K | 0.01% | 00.0% | Unchanged |
| Schwartz Investment Counsel Inc | 4,650 | $344.3K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,708 | $348.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,736 | $350.7K | 0.06% | −84−1.7% | Reduced |
| Tocqueville Asset Management L.P. | 4,747 | $351.5K | 0.01% | −883−15.7% | Reduced |
| NBC Securities, Inc. | 4,766 | $352.0K | 0.04% | +4,766 | New |
| Paragon Capital Management Ltd | 4,775 | $353.7K | 0.08% | −187−3.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,809 | $356.0K | 0.04% | −16,312−77.2% | Reduced |
| Syon Capital LLC | 4,818 | $356.8K | 0.04% | +4,818 | New |
| Clarkston Capital Partners, LLC | 4,829 | $357.6K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,952 | $366.7K | 0.11% | +4,952 | New |
| Wetherby Asset Management Inc | 4,959 | $367.2K | 0.02% | −100−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 4,997 | $370.0K | 0.06% | +242+5.1% | Added |
| Connectus Wealth, LLC | 5,000 | $370.3K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 5,023 | $372.0K | 0.13% | +169+3.5% | Added |
| Steward Partners Investment Advisory, LLC | 5,082 | $376.3K | 0.01% | +333+7.0% | Added |
| Moody National Bank Trust Division | 5,108 | $378.2K | 0.02% | −238−4.5% | Reduced |
| Brown Brothers Harriman & Co | 5,134 | $380.2K | 0.00% | +1,875+57.5% | Added |
| FDx Advisors, Inc. | 5,186 | $384.0K | 0.03% | +5,186 | New |
| Financial Counselors Inc | 5,211 | $385.9K | 0.01% | +94+1.8% | Added |
| MQS Management LLC | 5,235 | $387.7K | 0.24% | +5,235 | New |
| Tower Research Capital LLC (TRC) | 5,239 | $387.9K | 0.01% | −15,876−75.2% | Reduced |
| Greenleaf Trust | 5,375 | $398.0K | 0.00% | −58−1.1% | Reduced |
| Private Advisor Group, LLC | 5,385 | $398.8K | 0.00% | +997+22.7% | Added |
| Sherbrooke Park Advisers LLC | 5,388 | $399.0K | 0.13% | +5,388 | New |
| Moloney Securities Asset Management, LLC | 5,391 | $399.2K | 0.07% | +5,391 | New |
| B. Metzler seel. Sohn & Co. AG | 5,401 | $399.9K | 0.01% | −9,100−62.8% | Reduced |
| Liberty Wealth Management LLC | 5,477 | $406.0K | 0.10% | +11+0.2% | Added |
| Patron Partners Advisors, LLC | 5,500 | $407.3K | 0.30% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,515 | $408.4K | 0.03% | −410−6.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,524 | $409.9K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,555 | $411.3K | 0.24% | +2,312+71.3% | Added |
| Signaturefd, LLC | 5,570 | $412.5K | 0.01% | +200+3.7% | Added |
| Roman Butler Fullerton & Co | 5,660 | $412.5K | 0.19% | +2,307+68.8% | Added |
| Beacon Investment Advisory Services, Inc. | 5,616 | $415.9K | 0.02% | +30+0.5% | Added |
| Ci Investments Inc. | 5,635 | $417.0K | 0.00% | −76−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 5,691 | $421.4K | 0.01% | −6−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 5,730 | $424.3K | 0.08% | −4,462−43.8% | Reduced |
| AdvisorShares Investments LLC | 5,736 | $424.8K | 0.11% | −132−2.2% | Reduced |
| Pitcairn Co | 5,858 | $433.8K | 0.04% | +300+5.4% | Added |
| Schechter Investment Advisors, LLC | 5,864 | $434.2K | 0.04% | +203+3.6% | Added |
| Virtus Investment Advisers, Inc. | 5,926 | $438.8K | 0.30% | −693−10.5% | Reduced |
| Boston Private Wealth LLC | 5,928 | $439.0K | 0.01% | −23−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 5,945 | $440.2K | 0.01% | −396−6.2% | Reduced |
| Lido Advisors, LLC | 5,961 | $441.4K | 0.00% | +5,961 | New |
| Cetera Advisors LLC | 6,013 | $445.2K | 0.01% | +2,020+50.6% | Added |
| Banco Santander, S.A. | 6,018 | $445.6K | 0.01% | +6,018 | New |
| Echo Street Capital Management LLC | 6,029 | $446.4K | 0.00% | +6,029 | New |
| Johnson Investment Counsel Inc | 6,249 | $462.7K | 0.01% | −617−9.0% | Reduced |
| Intech Investment Management LLC | 6,255 | $463.2K | 0.01% | −893−12.5% | Reduced |
| Neo Ivy Capital Management | 6,476 | $480.0K | 0.21% | +6,476 | New |
| Tudor Investment Corp Et Al | 6,500 | $481.3K | 0.01% | +6,500 | New |
| River Street Advisors LLC | 6,521 | $482.9K | 0.46% | +847+14.9% | Added |
| Hanseatic Management Services Inc | 6,586 | $487.7K | 0.91% | +20.0% | Added |
| ExodusPoint Capital Management, LP | 6,670 | $494.0K | 0.01% | −15,308−69.7% | Reduced |
| First Hawaiian Bank | 6,677 | $494.4K | 0.02% | +130+2.0% | Added |
| Stratos Wealth Partners, LTD. | 6,731 | $498.5K | 0.01% | +46+0.7% | Added |
| Anchor Investment Management, LLC | 6,751 | $499.9K | 0.07% | −100−1.5% | Reduced |
| Private Advisory Group LLC | 6,845 | $506.9K | 0.10% | +6,845 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,927 | $512.9K | 0.01% | −114−1.6% | Reduced |
| Tyler-Stone Wealth Management | 7,066 | $523.0K | 0.30% | +1,086+18.2% | Added |
| Strategy Asset Managers LLC | 7,093 | $525.2K | 0.14% | +7,093 | New |
| Verdence Capital Advisors LLC | 7,118 | $527.1K | 0.06% | −623−8.0% | Reduced |