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 |
|---|---|---|---|---|---|
| HM Payson & Co | 7,183 | $531.9K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 7,324 | $542.3K | 0.31% | +7,324 | New |
| Stevens Capital Management LP | 7,395 | $548.0K | 0.16% | +7,395 | New |
| Veriti Management LLC | 7,531 | $557.7K | 0.06% | −10.0% | Reduced |
| Concord Asset Management, LLC | 7,619 | $564.2K | 0.19% | +2,343+44.4% | Added |
| Gateway Investment Advisers LLC | 7,639 | $565.7K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 7,718 | $571.5K | 0.16% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 7,729 | $572.3K | 0.00% | +1,543+24.9% | Added |
| Clarius Group, LLC | 7,779 | $576.0K | 0.05% | −1,044−11.8% | Reduced |
| Petra Financial Advisors Inc | 7,887 | $584.0K | 0.49% | +7,887 | New |
| Transcend Wealth Collective, LLC | 7,890 | $584.3K | 0.06% | −77−1.0% | Reduced |
| Empirical Finance, LLC | 7,929 | $587.1K | 0.04% | +652+9.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 7,986 | $591.4K | 0.05% | −27−0.3% | Reduced |
| Cascade Investment Advisors, Inc. | 8,040 | $595.4K | 0.47% | +225+2.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,123 | $601.5K | 0.00% | +8,123 | New |
| Tokio Marine Asset Management Co Ltd | 8,134 | $602.3K | 0.04% | +2,600+47.0% | Added |
| Aspire Private Capital, LLC | 8,221 | $608.8K | 0.20% | +8,104+6,926.5% | Added |
| Pinnacle Associates Ltd | 8,419 | $623.4K | 0.01% | −878−9.4% | Reduced |
| Norinchukin Bank, The | 8,421 | $623.6K | 0.01% | −9,242−52.3% | Reduced |
| Everence Capital Management Inc | 8,540 | $632.0K | 0.05% | +8,540 | New |
| Perpetual Ltd | 8,735 | $646.8K | 0.01% | −12,432−58.7% | Reduced |
| Savant Capital, LLC | 8,803 | $651.9K | 0.01% | −3,877−30.6% | Reduced |
| Concord Wealth Partners | 8,806 | $652.1K | 0.14% | +2,688+43.9% | Added |
| Balentine LLC | 8,905 | $659.4K | 0.02% | −1,600−15.2% | Reduced |
| CenterBook Partners LP | 8,940 | $662.0K | 0.08% | +8,940 | New |
| Cidel Asset Management Inc | 8,964 | $663.8K | 0.03% | −182,490−95.3% | Reduced |
| CSS LLC | 9,000 | $666.5K | 0.06% | +6,000+200.0% | Added |
| Metropolitan Life Insurance Co | 9,079 | $672.3K | 0.03% | −648−6.7% | Reduced |
| Prelude Capital Management, LLC | 9,287 | $687.7K | 0.06% | −7,006−43.0% | Reduced |
| APG Asset Management N.V. | 9,374 | $694.1K | 0.00% | +100+1.1% | Added |
| Atlas Capital Advisors LLC | 9,392 | $695.5K | 0.11% | +248+2.7% | Added |
| Vident Advisory, LLC | 9,412 | $697.0K | 0.02% | +9,412 | New |
| Bradley Foster & Sargent Inc | 9,170 | $712.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9,777 | $722.0K | 0.01% | −550−5.3% | Reduced |
| Strategic Investment Advisors | 9,757 | $722.5K | 0.12% | +9,757 | New |
| Snowden Capital Advisors LLC | 9,760 | $722.7K | 0.03% | −1,059−9.8% | Reduced |
| Cypress Capital Group | 9,765 | $723.1K | 0.10% | +9,765 | New |
| Bessemer Group Inc | 9,787 | $724.0K | 0.00% | +1,475+17.7% | Added |
| Caption Management, LLC | 9,800 | $725.7K | 0.09% | +7,300+292.0% | Added |
| GWM Advisors LLC | 9,863 | $730.4K | 0.01% | −3,315−25.2% | Reduced |
| Washington Capital Management Inc | 10,000 | $740.5K | 0.68% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 10,000 | $740.5K | 0.11% | 00.0% | Unchanged |
| Friedenthal Financial | 10,132 | $750.3K | 0.51% | +158+1.6% | Added |
| Outlook Wealth Advisors, LLC | 10,163 | $752.6K | 0.29% | +10,163 | New |
| Eqis Capital Management, Inc. | 10,251 | $759.1K | 0.09% | +4,033+64.9% | Added |
| E. Ohman J:or Asset Management AB | 10,300 | $762.7K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 10,361 | $767.2K | 0.01% | 00.0% | Unchanged |
| Unison Advisors LLC | 10,424 | $773.6K | 0.09% | +20+0.2% | Added |
| CWM, LLC | 10,449 | $774.0K | 0.00% | +2,609+33.3% | Added |
| Institute for Wealth Management, LLC. | 10,500 | $777.5K | 0.14% | −14−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 10,608 | $785.5K | 0.07% | −361−3.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 10,631 | $787.2K | 0.02% | +10,631 | New |
| Wolverine Trading, LLC | 10,643 | $788.1K | 0.01% | −32,659−75.4% | Reduced |
| JT Stratford LLC | 10,666 | $789.8K | 0.20% | +10,666 | New |
| True Wealth Design, LLC | 10,692 | $791.7K | 0.26% | −2,556−19.3% | Reduced |
| Csenge Advisory Group | 10,718 | $793.7K | 0.05% | +1,479+16.0% | Added |
| Telemus Capital, LLC | 10,875 | $805.3K | 0.07% | −331−3.0% | Reduced |
| Saber Capital Managment, LLC | 11,037 | $817.3K | 1.44% | −25−0.2% | Reduced |
| Beacon Pointe Advisors, LLC | 11,085 | $820.8K | 0.01% | +725+7.0% | Added |
| Apollon Wealth Management, LLC | 11,373 | $842.2K | 0.04% | −944−7.7% | Reduced |
| IFP Advisors, Inc | 11,509 | $852.3K | 0.04% | +3,353+41.1% | Added |
| New Mexico Educational Retirement Board | 11,638 | $862.0K | 0.04% | +700+6.4% | Added |
| La Banque Postale Asset Management SA | 11,710 | $867.1K | 0.02% | +5,068+76.3% | Added |
| Advisor Partners II, LLC | 11,998 | $888.4K | 0.04% | +182+1.5% | Added |
| Citadel Advisors LLC | 12,027 | $890.6K | 0.00% | −227,060−95.0% | Reduced |
| Inlet Private Wealth, LLC | 12,150 | $899.7K | 0.30% | −150−1.2% | Reduced |
| Monticello Wealth Management, LLC | 12,246 | $906.8K | 0.09% | +3,646+42.4% | Added |
| Metis Global Partners, LLC | 12,314 | $911.9K | 0.04% | +98+0.8% | Added |
| MAI Capital Management | 12,339 | $913.7K | 0.01% | −531−4.1% | Reduced |
| Jupiter Wealth Management LLC | 11,200 | $922.5K | 0.60% | −2,000−15.2% | Reduced |
| Dark Forest Capital Management LP | 12,558 | $929.9K | 0.08% | +6,330+101.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,602 | $933.2K | 0.01% | +60+0.5% | Added |
| Saba Capital Management, L.P. | 12,621 | $934.6K | 0.03% | −6,859−35.2% | Reduced |
| US Bancorp | 12,635 | $935.7K | 0.00% | +175+1.4% | Added |
| Baker Avenue Asset Management, LP | 12,965 | $960.1K | 0.05% | +565+4.6% | Added |
| Ieq Capital, LLC | 13,068 | $967.7K | 0.02% | +60.0% | Added |
| Systematic Alpha Investments, LLC | 13,088 | $969.2K | 0.05% | 00.0% | Unchanged |
| Versor Investments LP | 13,300 | $984.9K | 0.20% | +13,300 | New |
| CWM Advisors, LLC | 13,394 | $991.8K | 0.13% | +5,295+65.4% | Added |
| MorganRosel Wealth Management, LLC | 13,435 | $994.9K | 0.42% | +3,739+38.6% | Added |
| Louisiana State Employees Retirement System | 13,600 | $1.01M | 0.02% | −200−1.4% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,723 | $1.02M | 0.46% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,762 | $1.02M | 0.00% | +13+0.1% | Added |
| Phoenix Holdings Ltd. | 13,807 | $1.02M | 0.02% | +286+2.1% | Added |
| Centennial Bank | 13,971 | $1.03M | 0.72% | 00.0% | Unchanged |
| Dean Capital Management | 14,328 | $1.06M | 0.79% | +14,328 | New |
| Numerai GP LLC | 14,369 | $1.06M | 0.35% | −22,928−61.5% | Reduced |
| Banque Cantonale Vaudoise | 14,702 | $1.09M | 0.05% | −2,210−13.1% | Reduced |
| Winton Group Ltd | 14,941 | $1.11M | 0.09% | −873−5.5% | Reduced |
| Kapitalo Investimentos Ltda | 14,974 | $1.11M | 0.15% | +12,430+488.6% | Added |
| Kestra Advisory Services, LLC | 15,007 | $1.11M | 0.01% | +4,945+49.1% | Added |
| Mastrapasqua Asset Management Inc | 15,172 | $1.12M | 0.13% | −98−0.6% | Reduced |
| AXS Investments LLC | 15,183 | $1.12M | 0.29% | −2,312−13.2% | Reduced |
| Hartford Investment Management Co | 15,240 | $1.13M | 0.05% | −753−4.7% | Reduced |
| Securian Asset Management, Inc | 15,747 | $1.17M | 0.03% | −2,382−13.1% | Reduced |
| Trustmark National Bank Trust Department | 15,799 | $1.17M | 0.12% | +15,799 | New |
| Hennion & Walsh Asset Management, Inc. | 15,958 | $1.18M | 0.08% | −4,567−22.3% | Reduced |
| Donoghue Forlines LLC | 16,176 | $1.20M | 0.43% | +16,176 | New |
| First Republic Investment Management, Inc. | 16,206 | $1.20M | 0.00% | −1,346−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,287 | $1.21M | 0.01% | −5,572−25.5% | Reduced |